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CPAmerican LTD is a full service firm bringing to the CPA a complete resource for entering the financial services arena. We have successfully implemented this program in peer firms, as well as other financial advisory firms, including: investment companies, banks, employee benefit firms, property & casualty entities and entertainment industries.

Services provided by CPAmerican LTD:

  • Proprietary Marketing - Implementation Program
  • Insurance
  • Idependence and Full Product Choice
  • An American Business Professional assigned to your practice
  • Weekly Training Meeting (if desired)
  • Quarterly Education Meetings
  • CPE Credit Program (free)
  • State of the art planning techniques
  • Complete record keeping and compliance
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