|
|
|
|
|
Tax planning and investment management have always gone hand in hand. But how many times has your stock broker told you “I cant provide tax advice so please check with your CPA”? How would you like to work with a company where the CPA was also the investment advisor representative? At Prism Financial Concepts, our advisors have overlapping areas of professionalism combined with focused areas of expertise.
Like all good advisors, we accept our limitations. As such, we have teamed up with Sigrist Cheek and Potter, PLLC another Scottsdale based CPA firm, to address our clients tax preparation needs. We work in unison with their CPA’s and staff to deliver a cohesive financial solution designed to save you time and money. For more information on Sigrist Cheek and Potter, PLLC. please visit their web site at: www.azcpas.com
|
©2012 Prism Financial Concepts, PC. All rights reserved.
|
|
|
|
|
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of:
GA, NV, FL, AZ, ZA, CO, NC, OH, TX, VA, WA, IL, NJ, KY, NY.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Prism Financial Concepts are not affiliated.
|
|