Joseph A. Daniels*, CPAFinancial Advisor
Phone: 770-395-9833 Joseph A. Daniels is a Certified Public Accountant and a member of the American Institute of CPAs, and the Georgia and New York State Societies of CPAs. Joe has forty plus years of business experience that includes service as an officer in the U. S. Navy, service on the professional staff of a Big 8 CPA firm, and served as the Controller and then as Chief Financial Officer of another New York Stock Exchange listed company. In 1987 Joe established his own CPA firm providing traditional tax planning and preparation services to business owners and individuals. As a compliment to his CPA practice, Joe added financial planning services to his core competencies in 1995 and joined Strategic Planning Group (SPG) in 1999. By aligning his practice with services offered by SPG, Joe is able to provide a full range of comprehensive financial services to business owners, professionals and affluent individuals and their families. Joe is dedicated to the highest level of ethical standards and services.
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Three Ravinia Drive, Suite 1830 Phone: (770) 352-2200
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*Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend and Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC. Three Ravinia Drive, Suite 1830, Atlanta, Georgia 30346, 770-352-2200. Hill Financial Group, LLC, and Strategic Planning Group are independent of HTK. HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our representatives are licensed to offer insurance and securities in our resident state of Georgia (GA), including other states. For additional licensing information please contact our main office number provided above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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