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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 resources for their 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 the accompanying support 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