CPA? Want to serve your clients better?
You know that you are a trusted advisor for many of your clients. Why would you refer out a good portion of their business. Attract new clients and better serve your existing clients with a turn-key financial planning and wealth management solution.
Learn how:
You can add to your bottom line
Why other CPAs are doing this an you should too
How it works..
This job posting may be expired. Please contact the owner for more details.
| Location: | Montrose, Colorado |
| Company: | Advisers Investment Managagement, Inc. |
| Type: | Full Time |
| Published on: | May 14, 2010 |
Company Details
| Advisers Investment Managagement, Inc. |  | (866) 785-0180 |
Fee-only CFP Advisor that offers comprehensive financial planning and wealth management solutions. Whether its college planning, retirement planning, investment management, or a Roth... www.thecompletesolution.com 1007 S. 3rd. St, 81401 | |
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