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CPA & ACCOUNTING PROFESSIONALS

   

New England Financial CPA Alliance Program

An Exciting New Business Venture!

The New England Financial CPA Alliance Program offers many advantages to CPAs. Working with your local New England Financial professional you can bring the added value of one-stop financial services to the assistance you already provide your clients. Our research indicates that this convenience is something today's clients seek. Our program enables you to provide quality financial products and services from one of the country's most respected financial firms, New England Financial.
The CPA Alliance Program at New England Financial - Denver will be a powerful factor in retaining clients and growing your business. The potential of the program to help you build and solidify your practice through increased income is significant. At the same time, it can help you assist your clients by being more completely involved in their financial affairs.
When offering your clients the added value of financial services, it’s imperative that you choose a local company of the highest reputation with a demonstrated record of achievement. With over 165 years of business experience, New England Financial, through the CPA Alliance Program, offers considerable financial expertise and resources. New England Financial has sustained record stability, strength, and integrity. The company is recognized by Dalbar for outstanding customer services and by IMSA which illustrates the company’s commitment to ethical market conduct practices. New England Financial is ranked among the top three in percent of representatives holding Chartered Life Underwriter of Chartered Financial Consultant professional designations.
Team up with New England Financial and you will enjoy exceptionally strong local marketing expertise. Over the years we have learned the importance of focusing on each market individually, so we can concentrate our local market resources on working close with CPAs.
Getting the proper start is critical. Our local financial professionals help you get started, assist in positioning the new program to your clients, and chart a course for your continues success. In the last six years, New England Financial has made significant commitment to local support by placing local Marketing Directors in our agencies throughout the country. And, we back them up with a strong centralized marketing operation dedicated to ensuring a successful venture.
 

" I cannot overstate how impressed I have been with the quality of the firm’s training. From the initial immersion to the continued emphasis on business, investment, and estate planning, our firm prides itself on keeping its associates on the cutting edge."

Robert Brady,
JD, CLU, ChFC, CFP