Consider the Perspective ˜ Myles has more than 40 years of diversified business and financial planning experience. He has helped many individuals and businesses identify and achieve their goals. As an independent, fee-based professional, Myles only recommends plans and investments that are suitable and appropriate for you.
Myles is a graduate of the US Military Academy at West Point with a BS. Engineering (1968), and he holds an MBA from Butler University (1972). As a Certified Public Accountant (CPA), Myles stays abreast of the changes in accounting and taxes. As a Certified Financial Planner (tm) (CFP®) practitioner, he stays current with the financial changes that are pertinent to individual investors and smaller companies. He is also registered as a general securities representative (Series 7), and also as a general securities principal (Series 24) as well as a variety of other licenses, including insurance.
Consider the Commitment ˜ We at M J Crowe, CPA, CFP are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals in order to participate in the management of your finances. We focus on your needs by documenting your goals, updating your changing needs through frequent contact. Myles updates his knowledge through continuing professional education and by rigorously researching planning issues and investment opportunities.
Consider the Service ˜ One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial services. The personalized program that we can provide is a Roadmap to working toward your financial future. Regular contact with you is part of our continuing advisory relationship.
We're looking forward to using our expertise to help you achieve financial independence.