CPA Financial Group, LLC is an affiliate of St. Clair CPA Solutions offering special expertise in employee benefits, insurance, investments, and retirement plans. Our goal is to provide clients with sophisticated financial strategies based on the most current information in the marketplace, supported by state-of-the-art technology.

CPA Financial Group, LLC

  • Retirement Plans
  • Pension Plans
  • Profit Sharing Plans
  • 401K Plans
  • Defined Benefit Pension Plans
  • SEPs & SIMPLE Plans
  • IRAs
  • Roth IRAs
  • IRA Rollovers
Our service difference is defined by the way we manage entire client relationships. As a full service accounting and financial consulting firm, our investment group professionals work closely with our accounting teams, communicating and cooperating to customize investment strategies that address every aspect of our clients' present and future objectives. This comprehensive understanding of each client's situation enables us to design portfolios that specifically match individual needs.
By building strategic relationships with professionals in disciplines that support our clients' full financial lifecycle, CPA Financial Group, LLC delivers unparalleled investment services. We proudly handle in excess of $200 million in total client assets.
To contact members of our professional staff, please visit our Directory.