Based on your responses, you are moderately satisfied with your current accountant, but there are opportunities for improvement.
When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture. Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to tailor a plan that aligns with your financial goals. We respect existing relationships and welcome the opportunity to complement your current financial strategy.
With W3, you can get your business finances in order for the present day, and your retirement fund set up for peace of mind about the future.
Contact W3 Financial Group today to discuss your accounting and financial planning needs.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.