Email This Article

Wealth Manager Targets CPA Firms for Partnerships

Michael Cohn

Accountants who want to offer wealth management services for clients can benefit from a knowledgeable partner, and thatís what Paul Saganey, president of Integrated Financial Partners, hopes to provide.

Login for Registered Users:

Log in below to email an article:

Women & Wealth: The Invisible Opportunity
SPONSOR CONTENT
The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here