Frank M Ashley, CPA - CPS Investment Advisors
Frank M Ashley, CPA - CPS Investment Advisors in Lakeland, FL, is part of the CPAlliance, a Turnkey Asset Management Program (TAMP) tailored specifically for CPAs. This elite network connects CPA Financial Planners who are registered investment advisors, empowering them to assist clients in achieving and protecting their financial independence.
The CPAlliance program offers comprehensive asset management services, including performance reporting, trade reconciliation, and billing, allowing CPAs to concentrate on their clients' objectives. Emphasizing a supportive community, the program is designed to accommodate the limited time CPAs face while addressing the increasing demand for CPA Financial Planners.
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