Client Chronicles: Meet Our Client Service Associate Team
We hope you had a wonderful Independence Day! The holiday serves as a meaningful reminder of the freedom we all cherish and the financial independence we’re proud to help our clients pursue every day.
At CPC Advisors, our Client Service Team plays a key role in that mission. We’re here to make your financial life easier by supporting your journey with care and precision – handling the details, coordinating with your advisory team, and ensuring everything runs smoothly behind the scenes.
With that in mind, we wanted to take a moment to reintroduce our dedicated Client Service Team and to warmly welcome Natasha Crichlow as our newest Client Service Associate. Here’s to a strong second half of the year and to continuing to serve you with excellence.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation. Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. CFP® | Certified Financial Planner™ - Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the professionals at Consolidated Planning Corp and not necessarily those of Raymond James. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
