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8461 Lake Worth Road Suite 163
Lake Worth , FL 33467
(561) 389-1227

Strategic Partners

CEO Financial Services works closely with an array of trusted professionals to provide each client with the best resources for success. Often, an individual or business may need a review of insurance or investment options. Perhaps a company's success could benefit from more up-to-date bookkeeping or a solid marketing strategy. Working hand-in-hand with partners who bring proven records of success, CEO Financial Services can provide a complete plan and accompanying expertise to help you carry out the steps to pursuing your financial goals.

Our resources include:

Risk management professionals

Accountants

Bankers

Marketing professionals

Bookkeepers/payroll specialists

Attorneys