CPK Associates, LLC
About Us
Top Financial Advisor in Columbus
CPK Associates, LLC has many years of experience and we enjoy helping clients prepare to live their dreams and becoming financially stable. We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals. At CPK Associates, LLC we can help with independent advice for tax efficient financial planning, investment management and business development. We are located in Columbus. To find out more about how we can help you develop a sound financial strategy, contact us through our booking form today.
Good Reviews and Recommendations
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.Our entire team is made up of trained professionals committed to providing the best possible service for you.
Our Team
We have an excellent team of skilled and experienced advisors at your disposal. Their mission is to create the best financial plan for you as well as to offer sound financial solutions that meet your needs and objectives. Josette Young, Accountant, has 14 solid YEARS of hands-on experience in auditing, taxation and management consulting. Michelle McDonald, Financial Consultant, has 10 solid YEARS of adaptability, strong communication and collaboration abilities in diverse business settings.