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CPA Financial Network - Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients.

We offer a comfortable and secure way to help and retain clients who need financial planning and investment services.

http://www.cpafinancialnetwork.com/

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ACP Technologies

Ben Pearce

950-A Uni●●●●●●●●●Suite 338

West●●●●neca , NY, 14224

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ACP Technologies

Ben Pearce

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West●●●●neca , NY, 14224

US

1.71●●●●8880
bp●●●●●@advcybpro.com

View this contact

ACP Technologies

Ben Pearce

950-A Uni●●●●●●●●●Suite 338

West●●●●neca , NY, 14224

US

1.71●●●●8880
bp●●●●●@advcybpro.com

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CPA Financial Network - Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients. | cpafinancialnetwork.com Reviews
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We offer a comfortable and secure way to help and retain clients who need financial planning and investment services.
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CPA Financial Network - Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients. | cpafinancialnetwork.com Reviews

https://cpafinancialnetwork.com

We offer a comfortable and secure way to help and retain clients who need financial planning and investment services.

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cpafinancialnetwork.com cpafinancialnetwork.com
1

About the Program | CPA Financial NetworkCPA Financial Network

http://www.cpafinancialnetwork.com/about-cpa-financial-network

News & Events. 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. How prepared are you to help your clients? The CPA Financial Network. Designed by CPAs for CPAs. Our financial experts work with member CPAs and their clients in a consultative enviro...

2

Disclosures | CPA Financial NetworkCPA Financial Network

http://www.cpafinancialnetwork.com/disclosures

News & Events. ADV Firm Brochure Supplement. WNY Asset Management offers Advisory Services through WNY Asset Management, LLC, a SEC Registered Investment Advisory Firm. Broker Dealer services offered through Cadaret, Grant and Co. Inc. Member FINRA/SIPC. WNY Asset Management LLC CPA Financial Network and Cadaret, Grant are separate entities. Should you have any questions regarding the above, please contact John Pieroni. Please remember that different types of investments involve varying degrees of risk, ...

3

News & Events | CPA Financial NetworkCPA Financial Network

http://www.cpafinancialnetwork.com/newsandevents

News & Events. News & Events. Half Way to Tax Day Celebration. Oct 26 2016 -. WNY Asset Management takes part in the 2015 United Way Day Of Caring. August 19, 2015. WNY Asset Management, LLC participates in the United Way Day of Caring and is assigned… read more. Matthew Newman Joins the WNY Asset Management Team. August 3, 2015. Matt is a Wealth Manager at WNY Asset Management and brings broad-based experience in economic… read more. Patrick Kinsley Jr. Joins the WNY Asset Management Team. June 27, 2015.

4

Meet the Team | CPA Financial NetworkCPA Financial Network

http://www.cpafinancialnetwork.com/meet-the-team

News & Events. We are financial advisors. Held to a fiduciary standard. We offer full transparency. We give unbiased recommendations. There is no securities licensing. Compensation is tied to client’s account value,. John Pieroni, CFP Partner and Chief Compliance Officer. Robert Castiglione, MBA, CFP Partner. Ronald Lojacono, CFP Partner. Thomas Duerr, CPA, MBA Senior Wealth Manager and Co-Founder. Eugene O’Connor, Jr., CFP Senior Wealth Manager. Evan Wardner, MBA, CFP Senior Wealth Manager. Assisting Ro...

5

Member Benefits | CPA Financial NetworkCPA Financial Network

http://www.cpafinancialnetwork.com/member-benefits

News & Events. As a local and independent organization not some large, out-of-town brokerage our focus is on the success of our members and their clients. As a result, your clients will receive the service and attention that you would want them to have. Our primary goal is to help plan, build and protect your client’s assets. Ownership of the client relationship. A proven system and tools for integration. Since 1994, accounting professionals have successfully partnered with the CPA Financial Network.

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CPA Financial Network | Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients.

News & Events. We offer a comfortable and secure way to help and retain clients who need financial planning and investment services. As a local organization – our focus is on the success of our members and their clients. Designed by CPAs for CPAs. Local & Independent. Partnering with over 40 CPAs and EAs. Currently Advise over 1,600 Clients. Fiduciary Standard of Care. CPA Financial Network 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 (716) 626-0060.

cpafinancialnetwork.com cpafinancialnetwork.com

CPA Financial Network - Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients.

News & Events. We offer a comfortable and secure way to help and retain clients who need financial planning and investment services. As a local organization – our focus is on the success of our members and their clients. Designed by CPAs for CPAs. Local & Independent. Partnering with over 40 CPAs and EAs. Currently Advise over 1,600 Clients. Fiduciary Standard of Care. CPA Financial Network 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 (716) 626-0060.

cpafinancialnetwork.net cpafinancialnetwork.net

CPA Financial Network - Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients.

News & Events. We offer a comfortable and secure way to help and retain clients who need financial planning and investment services. As a local organization – our focus is on the success of our members and their clients. Designed by CPAs for CPAs. Local & Independent. Partnering with over 40 CPAs and EAs. Currently Advise over 1,600 Clients. Fiduciary Standard of Care. CPA Financial Network 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 (716) 626-0060.

cpafinancialnetwork.org cpafinancialnetwork.org

CPA Financial Network | Resolve never to miss an opportunity for your clients.CPA Financial Network | Resolve never to miss an opportunity for your clients.

News & Events. We offer a comfortable and secure way to help and retain clients who need financial planning and investment services. As a local organization – our focus is on the success of our members and their clients. Designed by CPAs for CPAs. Local & Independent. Partnering with over 40 CPAs and EAs. Currently Advise over 1,600 Clients. Fiduciary Standard of Care. CPA Financial Network 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 (716) 626-0060.

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