18 Nov Steven A. Eddy, CPA, CGMA Joins Centurion Wealth to Lead Tax Preparation and Planning Services
Mr. Eddy will finalize Centurion’s acquisition of a local tax practice and will create a one-stop shop for the firm’s clients, which includes entrepreneurs, top executives, and successful families.
The firm combines sophisticated tax planning software with experience, expertise, and creativity to ensure that clients’ investment portfolios, income streams, and asset positioning are fully optimized for tax efficiency. In addition to tax preparation mastery, Steve brings proficiency in business budgeting, financial statement reporting and developing customer-centric accounting solutions.
As Director of Tax, Steve will offer high-quality service with uncompromising ethics to Centurion’s valued clients.
All of information presented here is educational in nature and does not constitute financial advice. Please consult with your own financial professional before making financial decisions. To meet with a Centurion Wealth Advisor, please email firstname.lastname@example.org. Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser. Securities offered through Spire Securities, LLC member FINRA/SIPC.
Sorry, the comment form is closed at this time.