CPA RETIREMENT PLANNING, INC.
ORANGE PARK, FLORIDA

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CPA RETIREMENT PLANNING, INC., ORANGE PARK

At CPA Retirement Planning... The core of our firm is a steadfast commitment to client satisfaction and exceptional service. It is a commitment we intend to honor forever. We feel that trust is the most important part of building a successful lifelong relationship. We will always remember that we are in business because of our clients and for our clients. Our financial advisors are CERTIFIED FINANCIAL PLANNERS™(CFP®). We invest heavily in training for our staff and in the most advanced technology in order to provide the best possible client service. We pride ourselves on being completely independent financial advisors. We are not tied to a particular parent company or product, hence the advice we provide is objective and free from conflicts of interest. We may truly act as a fiduciary firm with the elimination of these potential conflicts. *CPA Retirement Planning and NPCOA are separate from and unrelated to all other entities names herein. CPA Retirement Planning is not endorsed by, retained by, or affiliated with AT&T, Hewitt, or Fidelity. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The NABCAP Premier Advisor designation is not indicative of investment performance or assets under management. , a Registered Investment Advisor. CPA Retirement Planning and NPCOA are separate and unrelated companies. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Please Note: When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to. , a Registered Investment Advisor. CPA Retirement Planning and NPCOA are separate and unrelated companies. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Please Note: When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

KEY FACTS ABOUT CPA RETIREMENT PLANNING, INC.

Company name
CPA RETIREMENT PLANNING, INC.
Status
Active
Filed Number
P96000089241
FEI Number
593409712
Date of Incorporation
October 28, 1996
Age - 28 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://cparetirementplanning.com
Phones
(904) 541-0076
(888) 541-0076
(904) 541-0078

CPA RETIREMENT PLANNING, INC. NEAR ME

Principal Address
165 WELLS ROAD,
SUITE 407,
ORANGE PARK,
FL,
32073,
US

See Also

Officers and Directors

The CPA RETIREMENT PLANNING, INC. managed by the two persons from ORANGE PARK on following positions: President, Vice President

John B Linge Jr

Position
President Active
From
ORANGE PARK, 32073

Patricia Linge

Position
Vice President Active
From
ORANGE PARK, 32073





Registered Agent is John B Linge

From
ORANGE PARK, 32073

Events

February 21, 2019
AMENDED AND RESTATEDARTICLES/NAME CHANGE
June 7, 2010
AMENDMENT AND NAME CHANGE
July 14, 2000
AMENDMENT AND NAME CHANGE

Annual Reports

2018
January 22, 2018
2017
January 9, 2017