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At CPA Retirement Planning...
The core of our firm is a steadfast commitment to client satisfaction and exceptional service. It is a commitment we intend to honor forever. We feel that trust is the most important part of building a successful lifelong relationship. We will always remember that we are in business because of our clients and for our clients.

Our financial advisors are CERTIFIED FINANCIAL PLANNERS™(CFP®). We invest heavily in training for our staff and in the most advanced technology in order to provide the best possible client service. We pride ourselves on being completely independent financial advisors. We are not tied to a particular parent company or product, hence the advice we provide is objective and free from conflicts of interest. We may truly act as a fiduciary firm with the elimination of these potential conflicts.

 

 

165 Wells Road | Suite 407 | Orange Park, FL | 32073

904-541-0076 | 888-541-0076

 

*CPA Retirement Planning and NPCOA are separate from and unrelated to all other entities names herein. CPA Retirement Planning is not endorsed by, retained by, or affiliated with AT&T, Hewitt, or Fidelity.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The NABCAP Premier Advisor designation is not indicative of investment performance or assets under management.

Securities and advisory services offered through NPC of America (NPCOA), Member FINRA/SIPC, a Registered Investment Advisor. CPA Retirement Planning and NPCOA are separate and unrelated companies. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Please Note: When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

NPC PRIVACY POLICY