About the Program
The ever shifting landscape in the financial services industry has made choices more abundant and more complex for your clients.
The boundaries that once separated banks, brokerages, and insurance companies have blurred. New technologies and investment vehicles also make financial management more complicated.
Today’s financial consumer is left to sort out all the “clutter” in the marketplace. Increasingly, these consumers are turning to their accounting professionals for a much broader array of financial advice.
How prepared are you to help your clients?
Your clients are your most valuable asset. Referring them to a third party brokerage or a financial advisor—who undervalues your assets—compromises that relationship.
The CPA Financial NetworkTM takes a new approach. Our members have access to comprehensive financial planning and investment management through the services of WNY Asset Management, but at all times you maintain control of the relationship. This allows you to offer the important financial services that your clients need and are looking for without the stress and liability that comes with trying to be an expert in another complicated and ever changing field.
Designed by CPAs for CPAs
Our financial experts work with member CPAs and their clients in a consultative environment. Your clients will receive a thorough plan with investment strategies that take taxes into consideration.
Looking for a competitive edge for your practice?
We offer a comfortable and secure way to help and retain clients who need financial planning and investment services. You can encourage your clients to visit the professionals at WNY Asset Management knowing they will receive our attention, service and personalized investment strategies.
Consider joining The CPA Financial NetworkTM. Your clients will thank you.