Wealth Management Services
Crafting Your Financial Success
Planning your future retirement and the security of your family is an awesome task. Many of us never take a deep breath and stand back–to take stock of our net worth, our investment goals, our current situation and our needs going forward.
For this reason, the owners of Hunter Group CPA LLC created an affiliated firm, Hunter Financial Services, Inc. Hunter Financial Services was founded in 1998 because we believe that accounting and tax professionals are uniquely qualified to add value for their clients by offering financial planning and wealth management services along with their traditional tax and business advisory services.
Hunter Financial helps you get an edge on the future. We help you plan. We help you invest. Most important, we help you protect your dreams.
Our Unique Advantage
We believe that our ability to coordinate an individual’s financial, investment and insurance needs in conjunction with his or her tax and business needs provides a unique and distinct advantage.
Check us out on BrokerCheck.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, FL, IN, MA, NJ, NY, PA, RI and CT. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services including fee based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Hunter Financial Services, Inc. Hunter Financial Services, Inc. is not affiliated with 1st Global Capital Corp.