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Accounting Wealth Management Tax


THE ROCKLEDGE OFFICE WILL BE CLOSED DECEMBER 18-19.
WE ARE MOVING TO OUR NEW LOCATION:

1950 ROCKLEDGE BLVD, SUITE 203, ROCKLEDGE, FL 32955.
Our office is on the 2nd floor, left of the elevator as you exit.


If you are an investment client or need immediate assistance, please call the Palm Bay office at (321) 723-3151.

Prior to those dates, you can still find us at 1954 Rockledge Blvd, Suite 113, Rockledge, FL  32955.


We put our clients' needs first

FPT Services is a unique experienced professional Financial Services Group located in Rockledge and Palm Bay, serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountant and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs.

FPT Services was founded upon principles of integrity and accuracy that places the highest value on our clients financial goals and objectives. We’re in the business of building long-term, genuine and rewarding relationships based on trust and quality client service.

We’re in the business of helping you, your family and business develop financial strategies to pursue your goals. Your financial health is important, and at FPT Services, we’re dedicated to working with you to meet your financial needs as they change.

FPT Services skilled professionals provide personal immediate ‘hands on’ assistance, and has comprehensive services including; Tax, Accounting, and Wealth Management Services, Financial, Investment, and Tax Advice, Personalized Portfolio Advisory Services, Investment Management, Saving for a Home, Pre-Retirement and Retirement Planning, Income and Investments Management, Insurance Policies – Fixed and Variable Annuities, Long Term Care Insurance, Disability and Life Insurance, Insurance Needs Analysis, Business Consulting, Business Succession Planning, Business Development and Strategic Planning, Estate Plans and Family Trusts, Education Planning (Saving for a College Education) with Investment Accounts, Tax Preparation, Tax Representation before Federal, State, and Local entities.

Tax, Accounting, Wealth Management

 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

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