Massie named among nation’s best planners
Charles Abels Massie, CPA, CFP®, CVA has been honored as one of “America’s Top Financial Planners,” according to the “Guide to America’s Top Financial Planners” 2010 Edition distributed by the Consumer Research Council of America.
Surveys were conducted by mail and phone and recipients were asked to evaluate only wealth managers whom they knew. The surveys were based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
Massie is a Managing Partner in Massie & Reilly CPAs, PLLC and is a Certified Public Accountant, Certified Financial Planner™ professional and a Certified Valuation Analyst.
The firm has based its services on the education, experience and entrepreneurial background of the partners. Tax preparation is only one aspect of the overall financial service provided by Mr. Massie and his partner, Barbara A. Reilly. They are very involved with assisting their clients in meeting their future financial goals and objectives. Asset Protection is one of the areas of concentration along with Retirement Funding and Distribution Strategies.
For more information, please contact Barbara Reilly at Massie & Reilly CPAs, PLLC at 768-2171, by e-mail at barbara@cpamassie.com or visit www.cpamassie.com.