Joseph Yocavitch
LUTCF®, CLTC®

CONNECT

Address:

1864 Route 70 East
Cherry Hill, NJ 08003

Phone:

856.751.1771

CPA Resources

Accountants are critical advisors to both individuals and entrepreneurs. Our commitment to the CPA community is to serve as a valuable resource to them and their clients. A branch of our firm is dedicated to serving CPA's. 

  • CPE Credit workshops offered through out the year.
  • Complementary Advisory Services
  • Succession Planning and Exit Strategy Services
  • Continuing Education via workshops, podcasts and events

Are you a CPA looking for credits? Have questions about structuring a succession or exit strategy for a client or your own firm? Ready to take your practice to another level by adding additional financial resources?

Contact us for specialized advice. 

CPE Credit Seminar

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck