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Boca Raton Financial Advisor

boca financial


Caruso and Company, PA ~ Boca Raton Financial Advisor

Serving Clients throughout Florida and Around the Country

ARE YOU WORRIED ABOUT YOUR INVESTMENTS?
DO YOU EVEN KNOW IF YOU ARE TAKING TOO MUCH RISK?
IF YOU OWN INVESTMENTS THAT MAY BE UNSUITABLE FOR YOUR SPECIFIC SITUATION?
HOW ABOUT IF YOU ARE PAYING TOO MUCH IN FEES OR COMMISIONS?

Let’s face it- When you consider a CPA, a few stereotypes come to mind. Certified Public Accountants are math nerds and financial experts. We’re economical and like to save money as well as cut taxes. We are usually conservative and avoid risk. We love profits and do not like to lose money. All in all, the particular qualities you would seek for someone handling your money.

As a Boca Raton Investment Advisor and Certified Public Accountant, we will always legally maintain a Fiduciary Standard of Care, which means that we have a sole commitment of loyalty to always act with what is in your best interests. Compare that to the “Suitability Standard” which is what most brokers, bankers, “financial advisors” and insurance salespersons owe their clients. Investment recommendations should definitely be suitable, but they do not have to be in the clients’ best interest. Financial professionals held to a Suitability Standard have a split loyalty between their clients and their own financial interests.

As a Boca Raton Financial Advisor, our relationship with you is built on trust and service, not on sales commissions. We focus on relationships and not individual transactions; Relationships that are built on trust and confidence, and peace of mind through these unstable economic cycles.



Please Call (954) 571-2020 For Your Free Portfolio Review

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Posted by on March 27, 2013 in Uncategorized

 

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Florida CPA

Boca Raton CPA


You Get The Best Of Both From Caruso and Company
Serving As Your Premiere Florida CPA



If you require a Florida CPA or investment advisor, we can provide you with some of the best advice and accounting services in the entire state. We have worked with a number of clients across the state, throughout the United States, and in other countries as well. Most of our client base resides in Florida however and we are well-versed in the local business, local economic climate, and dealing regularly with a variety of local companies across a multitude of industries.

We have over 30 years in practice as a Boca Raton CPA firm. Our services cover a wide variety of business and personal needs. We are also registered investment advisors for example, and can assist you a variety of financial planning services, portfolio management, and tax and accounting services for you or for your business.

The tax services which are available from our Florida CPA firm will help you to achieve the best tax planning possible. We know Florida tax laws and federal tax laws extremely well and as a result we can help you to save money each and every year.

Other services that we can provide include tax planning for your business, timing and organizing your expenses for tax season, planning for estates, charitable giving, tax planning for gifting and trusts, international and non-resident tax planning and more. All of these services can help to provide you with the answers that you need as well as some strategies that can help to reduce taxes and manage assets. Our Florida CPA firm is here to help save you money and make you money. We are here to help you achieve all of your financial goals and can provide you with a portfolio management service for a small management fee.

Caruso and Company, PA will also offer you a special free initial consultation that will help you to review your existing finances. Through this initial consultation we can help to suggest a number of strategies that you might be able to utilize each year to save money and better manage your finances.  Our Florida CPA firm will extensively review all of your financial information and your investment portfolio to help provide you with an appropriate strategy that you can use to reach financial goals, save money for retirement and also become financially more secure.


Please Call (954) 571-2020 For Your Free Consultation


 
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Posted by on March 27, 2013 in Uncategorized

 

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