Massie & Associates Financial Planning Corp
About
As a CPA and CFP®, I am a double fiduciary (meaning I must put your interests above my own). I will provide answers to your desires regarding financial planning. Recognize that tax drive many desions, as a CPA, I can discuss both taxes and your financial needs (I am licensed in insurance and equities).
I enjoy helping clients solve their personal financial and retirement needs.
Highlights
Hired 2 times
4 employees
36 years in business
Serves Fort Myers, FL
Photos and videos
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
Discussing the needs and desires of the client. Then providing expert concepts to solve for the clients needs and desires.
What education and/or training do you have that relates to your work?
I have multiple entrepreneur endevors along with being a CPA and a CFP(r) holding equity licenses and life insurance licenses.
Services offered
Accounting
Financial Services And Planning
Individual Tax Preparation
Business Tax Preparation
Hr And Payroll