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Your Pathway to Success

CPAs

As a CPA, Insurance Professional, or Attorney, you work  hard to develop long-lasting relationships with your clients. What if you could increase the value you provide by expanding your business to include financial services?

Many of our advisors are maximizing the relationship they have as a CPA by providing full range of financial planning services for their clients. Exemplar makes it easy for busy CPAs to add this to their practice by providing the OSJ and back office support. In addition, Exemplar’s community of CPAs create an alliance of peers that collaborate with you to help you grow this exciting part of your practice.

FAST FACTS

Get the bottom line on Exemplar with our Fast Facts.

Fast Facts

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY. 

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