Angelo & Associates CPAs

Union County, CPA firm

Free Consultation

Financial Planning

We strategically partner with professionals in other industries, including financial services firms,who can offer wealth management services. One firm we work with is Angelo & Associates Financial Planning Group, an independent financial services firm helping families and business owners pursue their retirement goals and comprehensive wealth management needs.

The financial professionals at Angelo & Associates Financial Planning Group are registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. William Angelo Jr, CPA, Private Advisor Group and Angelo & Associates Financial Planning Group are separate entities from LPL Financial.

For a list of states in which the financial professionals associated with Angelo & Associates Financial Planning Group are registered to do business, please visit www.angelofinancialplanning.com.