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CPA Allies

Serving the Financial Services needs of Accounting Professionals

Serving the Financial Services needs of Accounting Professionals

  • Insurance Services
  • Investment Management
  • Financial Planning

Serving the Financial Services needs of Accounting Professionals

Serving the Financial Services needs of Accounting Professionals
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CPA Allies is an independent, RIA firm specializing in serving Atlanta accounting professionals with insurance, investment and planning SaaS solutions. We work with young, mid-career and senior level accountants and CPAs. We also act as trusted, unbiased partners to CPA and accounting firms who provide tax, audit and compliance services to their clients.

Our services include:

  1. Working one-on-one with accounting professionals by providing customized financial planning services to meet their specific needs.
  2. Serving as trusted advisors for accounting firms who want to provide their clients with a resource for their insurance, investment, and planning needs.

Insurance Services


Insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals and business owners...

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Investment Management


Our recommendations are tailored to your investment goals, desired return objectives, risk tolerance, and income needs. Our strategies are designed based on your investment goals...

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Financial Planning


Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments...

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CPA Allies LLC℠

10 Glenlake Parkway
Suite 130
Atlanta, GA 30328
404-596-8080
888-360-3777
info@cpaallies.com
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  • About
    • Our Company
    • Meet Jeff
  • Services
    • Insurance Services
    • Investment Management
    • Financial Planning
    • Client Engagement Options
  • Resources
    • Events
    • Video Library
  • Contact
  • Login
    • Generational Vault
    • Portfolio Login
  • Make a Payment
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of CPA Allies LLC℠ and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by CPA Allies LLC℠, a Registered Investment Advisor in the State of Georgia. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted. CPA Allies LLC℠ and Jeff Morris are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.