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The professionals of CPA Financial Group, LLC and its affiliates are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member FINRA, SIPC, a Registered Investment Adviser.

CPA Financial Group, LLC is an affiliate of St. Clair CPA Solutions offering special expertise in employee benefits, insurance, investments, and retirement plans. Our goal is to provide clients with sophisticated financial strategies based on the most current information in the marketplace, supported by state-of-the-art technology.

Our service difference is defined by the way we manage entire client relationships. As a full service accounting and financial consulting firm, our investment group professionals work closely with our accounting teams, communicating and cooperating to customize investment strategies that address every aspect of our clients’ present and future objectives. This comprehensive understanding of each client’s situation enables us to design portfolios that specifically match individual needs.

By building strategic relationships with professionals in disciplines that support our clients’ full financial lifecycle, CPA Financial Group, LLC delivers unparalleled investment services. We proudly handle in excess of $100 million in total client assets.

To contact members of our professional staff, please visit our Directory.

SERVICES

• Retirement Plans
• Pension Plans
• Profit-Sharing Plans
• 401K Plans
• Defined Benefit Pension Plans
• SEPs & SIMPLE Plans
• IRAs
• Roth IRAs
• IRA Rollovers

© Copyright 2008 St. Clair CPA Solutions. All rights reserved.
28 South Centre Street | Merchantville, NJ 08109 | 856.482.5600
101 West Elm Street | Suite 500 | Conshohocken, PA 19428 | 610.862.1998