Financial Planning in Boca Raton, FL
With the assistance of a financial planning organization, you might be able to maximize the returns you receive from your income. The experts at E. Dunn, CPA & Associates are ready to work with you to promote your financial stability now and in the future. We serve a clientele located throughout south Florida.
A Personalized Program
Our flexible appointments allow clients to meet with us without suffering much inconvenience. We'll go over your existing portfolio to identify areas for improvement. We'll use our experience with CDs, stocks, mutual funds, and other financial products to come up with a mix of them that will allow you to increase your assets without too much risk. Whether you wish to amass a nest egg for retirement, purchase real estate, or pursue some other goal, we'll spare no effort in trying to reach your targets.
Let E. Dunn, CPA & Associates provide you with financial planning to keep your finances on an even keel. Contact us today in Boca Raton, FL, to find out more about the benefits of partnering with us. We belong to the National Association of Estate Planners & Councils, and we have an Accredited Estate Planner on staff.
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|Mon - Fri:||8:30am - 5:30pm|
- Certified (CPA)
- CPA Florida, New York
- Boca Raton Estate Planning Council
- National Association Of Estate Planners And Councils
- American Institute of Certified Public Accountants
- Florida Institute Of Certified Public Accountants