CPS Investment Advisors

CPS remains steadfast in our original values. We prioritize first-rate personal attention, offering tailored financial plans and professional services that go beyond our clients' expectations. This sets us apart from other investment management companies. Our extensive financial experience enables us to deliver comprehensive financial strategies. Our professional approach, experience and commitment combine to give our clients the best advice on family finances. Our advisors are Certified Public Accountants and Personal Finance Specialists who adhere to a higher standard of professional ethics. This ethical approach exceeds the expectations of traditional financial institutions. As a Registered Investment Advisory Firm, we must comply with the strictest standards established by the U.S Securities and Exchange Commission. Institutional Investors can gain access to the entire stock and mutual fund universe, along with U.S. Treasury Notes available on the NYSE. We also have the option to put money into inflation-protected instruments like CDs or ETFs. CPAs are well-versed in evaluating financial statements of companies in which they invest. Our decades of experience and in-depth comprehension of intricate income tax scenarios give us a significant competitive edge to our competitors.

CPS Investment Advisors enjoys positive customer feedback, with reviewers praising the firm's integrity, investment guidance, and the friendliness and helpfulness of staff like Tony Corrao and John. Events like Behind The Scenes Event created networking opportunities and enhanced clients' understanding of the financial market. Customers also rate the company's commitment to community involvement. A recurring theme in reviews is that CPS consistently offers customers exceptional support and keeps them well informed about their accounts. The testimonials indicate the professionalism of the team and label CPS as a good choice for clients, both new and experienced.