Jongleux & Harris Financial Services
JONGLEUX CPA GROUP, PC TO OFFER ADDITIONAL FINANCIAL SERVICES TO CLIENTS
Beginning immediately, JongleuxCPA Group, PC will be able to provide additional financial services to our clients. We are pleased to announce the formation of Jongleux & Harris Financial Services. The principals in this venture are A. Dave Jongleux, CPA president of Jongleux CPA Group, PC and Cliff Harris, CLU CSA, regional Vice President of Woodbury Financial.
Over the past several years, many tax and accounting clients of Jongleux CPA Group, PC have asked us about other financial issues such as investments and retirement, business, education and estate planning. Until now, we have not had the resources to offer these additional services. The formation of Jongleux & Harris Financial Services will allow us to meet the need for value-added financial services to our clients. At the same time, Jongleux CPA Group, PC will continue to offer the same high quality of tax and accounting services that we have provided to our clients for over 20 years.
Why does this new venture make sense? Because Jongleux CPA Group, PC is your CPA and tax preparer. We know most of your financial and tax related issues and can bring a unique perspective to the table. The addition of Cliff's background and expertise in the financial services business will provide you with a valuable tool to help you reach your financial goals and objectives.
Cliff Harris has 22 years of experience in the financial services industry. He has an MBA from Indiana University and he is a Chartered Life Underwriter (CLU) from the American College in Byrn Mawr, Pennsylvania, considered to be the nation's leading financial services professional college. He has also received his Certified Services Advisors (CSA), making Cliff a part of a national network of financial professionals trained to help seniors properly attend to everyday challenges, such as tax reduction and asset preservation. Dave has known Cliff personally for over 20 years. We have total confidence that Cliff will provide outstanding service to our accounting and tax clients.
In addition, to prepare for the formation of Jongleux & Harris Financial Services, Dave has passed his series 6 and 63 securities exams as well as the State of Indiana Life Insurance exam.
To get an idea of some of the ways we can help, please click "Can We Help You?" This is a short survey to help us get a better handle on your financial needs and goals. Please print the page, mark the appropriate boxes, and fax it to our office at 317-844-0709. Your confidential responses will be sent to Dave and Cliff to review. Your information will never be shared or sold to third parties.
Because you are a client of Jongleux CPA Group, PC we will offer a free consultation to address any issues that you may need to discuss or explore. Call us at 317-844-0483 or email Dave at Djongleux@woodburyfinancial.net
Securities offered through Woodbury Financial Services, Inc., P.O. Box 64284, St. Paul, MN 55164, 800-800-2000, Member NASD, SIPC and Registered Investment Advisor
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