Cynthia
Peabody holds the CFP/PFS, Series 7 and Series 65
licenses in addition to the CPA. She has 20+ years
tax and financial planning experience. Utilizing her
background and education, she will provide you with
comprehensive financial planning services.
|
 |
Ms.
Peabody assists clients in implementing their financial plan
by providing ongoing cash and investment management of client
financial assets, tax planning and preparation, insurance/risk
analysis and estate planning.
The
partners bring more than 25 years of combined public accounting
experience from local, regional and “Big Four”
accounting firms. We maintain memberships with the American
Institute of CPAs, the North Carolina Institute of CPAs, and
the Financial Planning Association.
| CPA
Certificate Number |
| 16396 |
Cynthia
Peabody |
| 28174 |
Kimberly
Thompson |
| 18756 |
Lori
Peabody |
|
