CPA Financial Group offers access to a full service array of benefit programs and investment opportunities. These include:
CPA FINANCIAL GROUP, LLC
Services Offered
- Health and Dental Insurance
- Group Life Insurance
- Group and Individual Disability
- Employee Benefits
- Long-Term Care Insurance
- 401(k)
- Permanent Life Insurance (Whole Universal and Variable Life)*
- Term Life Insurance (10, 15, 20, 25 and 30 year terms)
CPA Financial Group also offers cafeteria plans, a program giving the employee flexibility in choosing the programs he or she prefers on a pre-tax basis from a diversified menu of benefits.
Additional Services:
- Equities *
- Annuities *
- Mutual Funds *
- Fixed Income *
- Retirement Planning
- IRA Rollover
- Employee Benefits
- Financial Planning*
- Long-Term Care Insurance
- Estate Planning
- Educational Planning (529 plans)*
- Portfolio Review
- Risk Evaluation and Analysis
*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.
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