Hear what leading companies are saying about IAS
Meet Kim Miller, CFP®, Sweetwater Investments
Frank Altieri, CPA, Wescott Financial Advisory Group, LLC.
John D. Bochniak, CFP®, CPA, Partner of Compass Financial Consulting, LLC
Don Dunkin, CFA™ CFP®, D3 Financial Counselors
Robert Epstein, Access Wealth Planning
Kenneth and Darcy Searl, Financial Consultants Group, Inc.
Tara L. Scottino, CFP®, Carter Advisory Services
J. Roger Shealy, CPA, CIA, CITP, SKadvisors