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CPA Advisory Services, P.C.

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

CPA Advisory Services, P.C. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where CPA Advisory Services, P.C. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by CPA Advisory Services, P.C. unless a client service agreement is in place.

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