When you hear the word CPA, what automatically comes to your mind? Books and taxes? This is to be expected, but what comes to your mind when you hear the words Trusted Advisor?
With 30 years of experience in the capacities of CFO, financial analyst, pension consultant, investment advisor*, and comprehensive financial planner, we can provide you and your business the proper guidance to achieving your goals. You will hear the word Personal CFO excpressed almost everywhere, let us demonstrate what this actually means.
Review the following pages and contact me when you are ready for a free, no obligation consultation.
*Edward Greenlee, CPA/PFS is an Investment Advisor Representative offering services exclusively through Castleview Wealth Management