Bristol, Connecticut Sep 11, 2023 (Issuewire.com) – Bryan J. Ricci, CPA, CFP(R), Founder of Ricci & Co. CPAs and Consultants LLC, is thrilled to announce a strategic partnership with William Joseph Capital Management, LLC (WJCMLLC), a registered investment advisory firm. The firm has been recognized by The Bristol Press as the “Best of Bristol” in financial planning for three consecutive years, based on an online poll conducted on the Bristol Press website. WJCMLLC does not pay or buy services from the Bristol Press or its affiliates in any way to achieve the award.
This collaboration aims to provide an extensive range of financial planning solutions. Leveraging both his wealth of experience and his earned credentials as a Certified Public Accountant and Certified Financial Planner(R), Bryan will be able to assist in streamlining all intricate financial aspects, encompassing investment management, tax planning, retirement strategies, estate planning and business continuity. This alliance underscores his commitment to delivering comprehensive and integrated financial services and seeks to ensure that clients can achieve their goals with expert guidance.
“I am very excited to partner with Jody Goss and Matt Sweeney, the managing partners at William Joseph.” said Bryan. “I have known the partners for several decades and look forward to working together to bring an extensive menu of additional services to my clients.”
For inquiries, please contact: Bryan J. Ricci CPA, CFP(R) Email:[email protected] Phone: 860-302-5079
Bryan J. Ricci CPA, CFP(R)
210 Redstone Hill Rd., Suite 5, Bristol, CT 06010
Source :William Joseph Capital Management LLC
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