Cpa Retirement Network

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8850 Goodbys Executive Dr Ste B
Jacksonville, FL 32217

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(904) 733-1123
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Cpa Retirement Network - Jacksonville, FL
Reviews
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Best

I have been a satisfied client of CPA Retirement Network for over 6 years. They were strongly recommmended by friends who encouraged me to meet with them. I was hesitant at first ...

Worst

BEWARE AT&T Bellsouth workers.\r This group target AT&T workers. 35 years at AT&T and in less that one year 40% of pension, 401-k and lump sum gone. I kept asking if we could put...

AT&T Plan Savvy 6/7/2011

I have been a satisfied client of CPA Retirement Network for over 6 years. They were strongly recommmended by friends who encouraged me to meet with them. I was hesitant at first because I was scared I was going to get a sales talk. It was anything but. My advisor is an easy going person who knows my company plan better than me. He helped me get my finances in order and essentially gave me peace of mind. His staff contacts me on a regular basis to see how I'm doing. I am elated with the service provided by CPA Retirement Network. more

AT&T EMPLOYEES BEWARE 1/29/2009

BEWARE AT&T Bellsouth workers.\r This group target AT&T workers. 35 years at AT&T and in less that one year 40% of pension, 401-k and lump sum gone. I kept asking if we could put money in CD's or something safe they keep telling me it will come back instead of doing something else. Now they want me to lower monthly amount I am taking out. If I would have taken the pension at least I would not worry all the time that I will run out of money which it looks like I will. Even though they have lost a lot of money they still take out money out of my account regardless of how it performs. Take my advise and keep your money in the interest income fund in 401-k. These guys don't know what they are doing and kept telling me I was in bonds which I found out was just a plain lie. I took what is left and put it into CD's. DON'T TRUST THESE GUYS. more
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Owner Message

    • Estate Planning

    • Retirement Planning

    • Wealth Management

Additional information
  • Neighborhoods: Southeast, Brierwood
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