The first step in becoming a client with us is to print out and complete our Confidential Financial Planning Questionnaire.
The second step is to tell us what kind of account(s) you would like to establish.
Return items #1 & #2 to us via fax: 863.688.1725 or mail to: CPAlliance Insurance Services, Inc. - Attn: New Business, 1509 S. Florida Ave., Lakeland, FL 33803. (web-based forms will be available soon!)
We will contact you upon receipt, and appreciate your interest in our firm!