James Moore & Company (James Moore) has been awarded the 2018 Top Wealth Advisory Firm by HK Financial Services (HKFS). The firm was selected in recognition of its positive impact, to businesses and families across the country.
Involving a CPA firm in the wealth management discussion brings a tax planning perspective to the discussion, which can result in a more well-rounded financial plan. James Moore works closely with HKFS to provide an independent and objective approach to financial services to their clients.
With this relationship, James Moore can help clients better understand their financial situation and makes reaching their goals more of a reality they can achieve. Wealth management offerings available through this relationship with HKFS include asset management, retirement planning, estate planning, and risk management.
James Moore, founded in 1964, is a regional firm with offices in Daytona Beach, DeLand, Gainesville and Tallahassee, Florida. The firm specializes in providing tax, auditing, accounting and controllership, wealth management services, technology solutions, HR solutions, and business consulting services.