PFS Live Comes to Chicago,Illinois
Chicago, Illinois – August 1-2, 2024: As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Chicago, Illinois with PFSLive!. Tom Tillery is a seasoned […]
Paraklete® Financial, Inc. Expands Operations to Fort Worth, Welcomes Marty McCutchen, CPA/PFS
Fort Worth, TX – Paraklete® Financial, Inc., a premier financial advisory firm, is excited to announce the opening of its new office in Fort Worth, TX. This expansion highlights the firm’s dedication to offering superior financial services and personalized advice to clients in Fort Worth and beyond. The new Fort Worth office will be led […]
Paraklete Financial, Inc. Opens New Office in Denver, Expanding its Presence to the Rocky Mountain Region
Denver, CO – June 6, 2024 – Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado. This strategic expansion demonstrates the company’s commitment to providing integrated personal financial services to clients in the Rocky Mountain region. The Denver office is led by Charlie […]
Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP® to Speak at AICPA
Sunday, June 2, Aria, Las Vegas – Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference. The event, renowned for bringing together leading professionals from the accounting and financial planning industries, is […]
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) to Speak at AICPA Engage 2024
Sunday, June 2, 2024, Aria, Las Vegas – Susan Tillery, CPA/PFS, AEP (Distinguished) financial advisor and a leading practitioner of the unbundled virtual family offices and personal financial planning, is honored to announce her participation as a speaker at the AICPA Engage 2024 conference. The event will take place June 2-6, 2024 at Aria, Las […]
Paraklete® Financial, Inc. Expands its Presence in Scottsdale, AZ, with a New Office
Scottsdale, AZ – May 28, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is pleased to announce the opening of its newest office in Scottsdale, Arizona. This expansion underscores the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Scottsdale community and beyond. The Scottsdale office is led […]
Paraklete® Financial, Inc. Expands its Presence with New Office in Houston
Houston, TX – May 17, 2024 – ParakleteFinancial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company’s commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area. The Houston […]
Paraklete® Financial, Inc. Expands its Footprint with New Office in Gainesville, FL
Gainesville, FL – May 13, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida. This strategic expansion highlights the company’s dedication to providing top-tier financial services and personalized guidance to clients in the Gainesville area and beyond. The Gainesville office is led by […]
Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach
Newport Beach, CA – May 6, 2024 – Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach. This expansion marks a significant milestone in the company’s growth strategy and commitment to serving clients in Southern California. The Newport Beach office is led by Sandy Heit, CPA […]
Upcoming Event: PFSLive! Comes to Dallas, Texas
Event Details — Date: May 29-30, 2024 Location: Dallas, Texas As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Dallas, Texas with PFSLive!. Tom […]
