Experienced Personal Consulting
Helping you design success!
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Helping you design success!
Great to virtually meet you! Please take a minute to tour our site and learn how we can help your business achieve new heights. Our goal is your success.
We partner with the leaders in the industry to provide unequivocal technology and support.
Compliance is the foundation of any business. Allow us to provide you with the HR support your company deserves.
Manage employee health benefits and retirement plans through our distinguished providers.
Protect your largest asset, your business. We offer all lines through our top tier insurance providers.
Streamline your employees time directly to payroll
Our providers are best in class and can offer solutions to fit your business needs
After 20 years in the industry, we decided to alter direction. Now, we share our passion by helping others. Our ramp up process is designed to empower your team and outfit them with the tools they need to succeed. Talk to us today about how we can support your growth, limit your turnover, and put you on a solid track to success and profit.
Our service includes a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.
Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve. Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.
CP Financial provides its consultants with exemplary service and support to manage their clients needs.
If you're interested in one of our open positions, start by applying here and attaching your resume.
Please contact us to learn about our partner incentives.
(201) 952-6393
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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