Nashville, TN, July 10, 2018 --(PR.com
)-- Neto Financial Group Inc., an Accounting, Tax, and Wealth Advisory firm founded in Miami, Florida, has opened an office in Nashville, Tennessee.
Elizabeth Morton, CPA, and Arturo Neto, CFA, CPWA, opened the office in early June to provide a full suite of financial services to small business owners and individuals in Middle Tennessee, including bookkeeping, payroll processing, retirement planning, estate planning, investment management, risk management, and wealth transfer strategies.
The firms accounting services are focused on business owners with 1-10 employees and up to $10M in revenues, while the wealth advisory solutions are designed to continue to evolve with clients over the long-term regardless of company size.
Less than two months in Nashville and Mrs. Morton says, "I love Tennessee." While the couple moved to Nashville for personal reasons, the energy and growth of Nashville was a definite plus for the business as well. Mr. Neto adds, "We wanted to move to a smaller city, but not a stagnant, quiet city. We wanted a city that was expanding so we can grow with it and help other business owners succeed along the way."
Joining Mrs. Morton and Mr. Neto is Kristen Dillon, who joined the firm on July 2nd. Kristen graduated from Tennessee Technological University with a Bachelor's degree in Accounting and is working on her Masters of Business Administration with a concentration in Accounting at Tennessee Technological University. Kristen will be eligible and plans to start sitting for the CPA exam in December of 2019.
About Neto Financial Group
Neto Financial Group is an accounting, tax, and wealth advisory firm based in Nashville, Tennessee and offices in Miami, Florida. It specializes in providing bookkeeping, payroll processing, and tax preparation for individuals and small business owners. As businesses grow, it expands its services to include tax minimization, risk management, and business continuity plans while providing retirement planning, investment management, and wealth transfer strategies to individuals. It also offers wealth advisory services to UHNW individuals and families, Aspiring HNW individuals, Executives, Retirees, and Music Industry Professionals.