Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
Certified Public Accountant; Certified Financial Planner
Wealth Building, Tax, Financial Optimization
Quarterback, Strategist and Chief Negotiator
XPX maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting.
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