We are pleased to provide this directory of our CPAlliance members' independent financial advisory firms. You may contact their firms directly for local wealth management services in your area.
| Firm Name & Principals: | Firm Address: | Tel & Fax: |
|---|---|---|
A.E. Laufer Financial Services, Inc. -Robyn Laufer |
1451 W Cypress Creek Rd Suite 300 Fort Lauderdale, FL 33309 |
TEL 954-928-2850 954-928-2850 954-928-2850 |
Albert G. Benneyworth, CPA -Albert Benneyworth, CPA |
4525 Harding Rd, Suite 314 Nashville, TN 37205-2377 |
TEL 615-620-4550
FAX 615-620-4551 |
Ascension Wealth Management, LLC -Timothy Raines |
3560 South Third Street Jacksonville Beach, FL 32250 |
TEL 904-241-8176 904-241-8176 |
Ashley Financial Services, PA, CPA -P. Jill Ashley, CPA |
2856 Carrie Lane Lakeland, FL 33812-3158 |
TEL 863.446.1650
FAX 863.223.0260 |
Barry M. Danzinger, CPA, PA -Barry Danzinger, CPA |
1600 S. Federal Highway, Suite 915 Pompano Beach, FL 33062 |
TEL 954-946-9144
FAX 954-946-9140 |
Bernard J Donth, CPA -Bernard Donth |
2560 RCA Blvd Suite 108 Palm Beach Gardens, FL 33410-3336 |
TEL 561-626-7338 561-626-7338 |
BNG Financial Services, Inc. -
Thomas M. Bizzell, CPA |
3250 Navy Blvd Pensacola, FL 32591-2216 |
TEL 850.434.5574
FAX 850.438.9256 |
Campbell & Associates, PA, CPA's -Robert Campbell |
105 McKay Drive, Suite B Haines City, FL 33844 |
TEL 863-421-6732
FAX 863-422-6944 |
Campbell & Associates, PA, CPA's -
Jim Campbell, CPA |
201 Ave. G, SW Winter Haven, FL 33880 |
TEL 863-299-1238
FAX 863-299-1230 |
Carlos B. Pargas & Associates, PA, CPA's -Carlos B. Pargas, CPA |
7700 N. Kendall Dr., Suite #515 Miami, FL 33156-7566 |
TEL 305-273-0990
FAX 305-273-5055 |
Caruso and Company, PA, CPA's -Anthony Caruso, CPA |
629 E. Hillsboro Blvd. Deerfield Beach, FL 33441 |
TEL 954-571-2020
FAX 954-571-2005 |
CFO / Assist, LLC -Jack Kiley, CPA |
125 S. Carroll St, Suite 250 Frederick, MD 21701-3617 |
TEL 301-360-9510
FAX 301-695-6244 |
Clarke & Company, PA -Robert Clarke, CPA |
205 W. Busch Blvd., Suite 200 Tampa, FL 33612-7945 |
TEL 813-933-4084
FAX 813-935-2886 |
Cochrane & Company, PA -Reynolds J Cochrane, CPA / PFS |
2801 Exchange Ct. West Palm Beach, FL 33409 |
TEL 561-684-9566
FAX 561-687-3528 |
Comprehensive Financial Advisors, LLC -Carl Strozyk |
139 N Main St Suite 101 Bel Air, MD 21014 |
TEL 410-638-1300 |
CP Asset Management, Inc. -Charlotte Stertzer, CPA |
1707 West Reynolds Street Plant City, FL 33567 |
TEL 813-752-6183
FAX 813-752-2714 |
CPA Capital Management, LLC -William Krause, CPA |
2865 64th St, SW Naples, FL 34105 |
TEL 239-263-2279 |
CTF Financial Services, Inc. -
Brenda Ford, CPA |
1900 S.E. 18th Avenue Ocala, FL 34471 |
TEL 352-732-4260
FAX 352-732-1180 |
Daniel M. Devine, PA, CPA -Daniel M. Devine, CPA |
530 S. Federal Hwy, Suite 160 Deerfield Beach, FL 33441-4169 |
TEL 954-421-2099
FAX 954-429-9271 |
David M. Raskin, PA, CPA -David Raskin, CPA |
440 S. Federal Hwy, Suite 204 Deerfield Beach, FL 33441-4187 |
TEL 954-421-5055
FAX 954-725-8095 |
Dreggors, Rigsby & Teal, PA, CPA's -
Ann Rigsby, CPA / CFP |
1006 N. Woodland Blvd, Suite A DeLand, FL 32720-2769 |
TEL 386-734-9441
FAX 386-738-5351 |
Edward R. Wildman CPA, LLC -Edward R Wildman, CPA / PFS |
11555 Heron Bay Blvd, Suite 200 Coral Springs, FL 33076-3362 |
TEL 954-603-0070
FAX 954-603-0071 |
Felsing Rankin, LLC -
Marlyn Felsing, CPA |
630 N. Wymore Rd., Suite #330 Maitland, FL 32751-4254 |
TEL 407-869-4000
FAX 407-869-9426 |
Flavin Financial Services, Inc. -Thomas Flavin, CPA |
330 5th Ave. Indialantic, FL 32903-4239 |
TEL 321-725-4700
FAX 321-725-0074 |
Florida Wealth Management, LLC -
Christine Ohlin DeMarco, CPA |
440 E. Sample Road, Suite 202 Pompano Beach, FL 33064-4440 |
TEL 954-786-0202
FAX 954-781-7930 |
Fosth Accounting, PA -Catherine Fosth, CPA |
501 Goodlette Rd N, Suite D 304 Naples, FL 34102-5666 |
TEL 239-435-7336
FAX 239-435-7339 |
Francis J. McMahon & Associates, CPA, PA -Frank McMahon, CPA |
2326 S. Congress Ave, Suite 2 F West Palm Beach, FL 33406 |
TEL 561-964-9110
FAX 561-964-4536 |
G & O Financial Services, Inc. -Clayton Kreis, CPA / PFS |
P.O. Box 20929 St. Petersburg, FL 33742 |
TEL 727-576-1245
FAX 727-578-4072 |
Gary S. Resetar, CPA, PA -Gary Resetar, CPA / PFS |
1950 Lee Rd, Suite 112 Winter Park, FL 32789 |
TEL 407-643-9100
FAX 407-643-9102 |
Gordon & Company, PA -
Reed Gordon, CPA |
14400 NW 77th Court, Suite 103 Miami Lakes, FL 33016 |
TEL 305-362-1040
FAX 305-362-3344 |
Gragg & Gragg, LLP -
G. Bryon Gragg, Jr, CPA |
9 E. Marion St. Shelby, NC 28150-5301 |
TEL 704-482-2001
FAX 704-480-7516 |
Hanna, Lamar & Co, Chartered -Edward Hanna, CPA |
6508 E. Fowler Avenue Tampa, FL 33617-2406 |
TEL 813-985-1148
FAX 813-988-8684 |
Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobb -Joseph Meyers II, CPA / CVA |
2299 Tall Pines Dr. Largo, FL 33771-3881 |
TEL 727-501-1111
FAX 727-501-1112 |
J.D. Gilbert & Company Financial Services Corp. -Dale Wilkerson, CPA |
350 Jim Moran Blvd, Suite #220 Deerfield Beach, FL 33442 |
TEL 954-419-1000
FAX 954-419-1040 |
James W. Walker, PA -James Walker, CPA |
999 Ninth Street, S, Suite 202 Naples, FL 34102-8200 |
TEL 239-649-5588
FAX 239-649-7887 |
Jeffrey M. Schroeder, PA -Jeffrey Schroder, CPA |
2909 West SR 434, Suite 131 Longwood, FL 32779 |
TEL 407-869-5522
FAX 407-869-7652 |
Jeffrey R. Jacobs, CPA -Jeffrey Jacobs, CPA |
12944 SW 133 Ct. Miami, FL 33186-5806 |
TEL 305-255-0011
FAX 305-255-0811 |
John T. Pierce, CPA -John T. Pierce, CPA |
2560 RCA Blvd Suite 107 Palm Beach Gardens, FL 33410 |
TEL 561-624-3455 |
John T. Pierce, CPA -John Pierce, CPA |
2560 RCA Blvd, Suite 107 Palm Beach Gardens, FL 33410 |
TEL 561-624-3455 |
Kenney & Taylor, CPA's, PA -John "Jay" Taylor, CPA |
1991 S. Kanner Highway Stuart, FL 34994-7231 |
TEL 772-287-3410
FAX 772-283-9086 |
Pullaro Financial Services, Inc. -
Nick Pullaro, CPA |
17864 N. US Hwy 41 Lutz, FL 33549-4502 |
TEL 813-949-7776
FAX 813-949-7779 |
Ralicki & Company, PA -
David Ralicki, CPA |
1541 SE Palm Court Stuart, FL 34994 |
TEL 772-221-4508
FAX 772-221-4509 |
Raymond A. Phelan, CPA, PFS, CFP -Raymond Phelan, CPA |
623 N Grandview Ave Daytona Beach, FL 32118-3820 |
TEL 386-252-6556 |
RJH Wealth Management, Inc. -Raymond Hetterich, CPA |
5505 38th Ave, N. St. Petersburg, FL 33710 |
TEL 727-384-4888
FAX 727-343-3131 |
Robert F. Mahoney, PA, CPA -Robert F. Mahoney, CPA / PFS |
7777 Glades Road, Suite 209 Boca Raton, FL 33434 |
TEL 561-451-9990
FAX 561-479-0930 |
Robert W. Summerhays, Jr., CPA -Robert Summerhays, Jr., CPA |
1405 A South 25th St. Ft. Pierce, FL 34947 |
TEL 772-461-1156 |
Roberts, Seward and Company, PA -Richard Roberts |
505 E. Jackson St Suite 202 Tampa, FL 33602 |
TEL 813-225-1040 |
Ronald A Brown & Associates, PA -Ronald Brown |
2560 RCA Blvd Suite 108 Winter Haven, FL 33882-0999 |
TEL 863-299-1500 |
Smithson Financial Services, Inc. -Lisa Smithson, CPA / CFP |
11201 Danka Cirlce N, Suite 120 St. Petersburg, FL 33716 |
TEL 727-579-0383
FAX 727-570-8934 |
Spain Wealth Management Group, LLC -Melvin Spain, CPA |
P.O. Box 322 Franklin, TN 37065-0322 |
TEL 615-794-8100
FAX 615-794-8199 |
Steven J. Corso, CPA -Steven Corso, CPA |
1850 W. Forest Hills Blvd., Suite 204 West Palm Beach, FL 33406 |
TEL 561-963-1003
FAX 561-963-1006 |
SunDance Wealth Management Group, LLC -Thomas Gruber, CPA |
16350 Heathrow Drive Tampa, FL 33647 |
TEL 813-664-8001
FAX 813-866-3977 |
The NCT Group, GPA's, LLP -Mike Carter |
PO Box 1076 Lakeland, FL 33802-1076 |
TEL 863-683-6783 |
The Wealth Advisory Team, LLC -Mackey McNeil |
525 West Fifth Street Suite 318 Covington, KY 41011 |
TEL 859-331-7755 |
TTS Wealth Management, LLC -
Chris Tyndall |
P.O Box 10768 Goldsboro, NC 27532-0768 |
TEL 919-751-2570
FAX 919-751-3545 |
Waxman & Waxman, PA -
Michael Waxman, CPA |
2001 W. Sample Road, Suite 404 Pompano Beach, FL 33064-1341 |
TEL 954-972-5505
FAX 954-970-0009 |
William McDavid & Company, PA -William "Bill" McDavid, CPA / CVA |
4711 NW 53rd Ave. Gainesville, FL 32606-4356 |
TEL 352-373-1080
FAX 352-373-5110 |