James Moore & Company (James Moore) has been given the 2017 Top Wealth Advisory Firm award from HK Financial Services (HKFS). James Moore was selected in recognition of its commitment and dedication to its clients.
Involving a CPA firm in the wealth management discussion brings a tax planning perspective to the discussion, resulting in a more well‐rounded financial plan. James Moore works closely with HKFS to provide independent and objective financial services to their clients. With this partnership, the firm helps clients better understand their financial situation and makes reaching their goals a reality they can achieve. Offerings include asset allocation and portfolio management, retirement planning, estate planning, risk management, brokerage services, investment strategizing and a Guidance Planning Strategies (GPS) program.
James Moore, founded in 1964, is a regional firm with offices in Daytona Beach, Gainesville and Tallahassee. The firm specializes in providing tax, auditing, accounting and controllership, technology solutions, wealth management services and business consulting services.