There are so many choices these days when it comes to your money. Should you keep your money in the bank, invest it in stocks, buy mutual funds, or participate in your company’s 401(k) plan? These are just some of the questions C. Jack Snyder, a Florida licensed Certified Public Accountant (CPA) and a Florida licensed Registered Investment Advisor (RIA), can help you answer when you use his independent services. Jack is the principal of CPA Financial Advisors, LLC and CPA Portfolio Advisors, LLC, located in Osprey, Florida. He specializes in providing fee-for-service financial and investment services.

Jack’s advice and recommendations are based upon his clients’ personal profile including age, risk tolerance and financial goals. Some of the services that Jack can assist with are the following:

•           Retirement and Income Planning

•           Personal Financial Check-Up

•           Second Financial Opinion

•           Portfolio Review

•           Portfolio Management Service

•           Estate Review

Jack holds a masters degree in accounting from Kent State University, and started his career in Cleveland, Ohio with the international CPA firm of Price Waterhouse. He opened his own CPA practice shortly after moving to Venice in the 1970s. While still continuing his CPA work, he now prefers the challenge of financial planning and being able to assist others in accumulating, protecting and preserving their financial assets.

He continually attends professional education courses and workshops in finance and taxes to keep up-to-date for his clients.

               C. Jack Snyder, CPA, RIA

 

Some of the community organizations Jack has been involved with are the South Venice Rotary Club, South County United Way, Osprey Beautification Association and Osprey Civic Association. As an independent financial and investment advisor, Jack can help you take a fresh look at your financial life and assist you in charting a course for your future. Jack explains, “My goal is to help my clients make smarter financial decisions and to avoid costly financial mistakes.”

For further information about this advertorial, contact C. Jack Snyder, CPA, RIA at 941-918-0414 or e-mail him at cjackcpa@gte.net. His office is located at the Springhill Park Center, 2147 Tamiami Trail South in Osprey, Florida. Hours are by appointment, and local references will be provided upon request.

Written by Lizette Lenhard
Printed March 2007