Sansone CPA & Financial

Name: Sansone CPA & Financial
Address: 850 S McHenry Ave, Crystal Lake, Illinois, 60014, US
Telephone: (815) 459-4300

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About

Sansone CPA & Financial is a fee-only fiduciary financial advisor and CPA in Crystal Lake, IL, serving retirees, pre-retirees, and business owners across McHenry County. We coordinate tax planning and investment management so your financial decisions work together — not against each other.

Most people receive financial advice in pieces:

• A CPA prepares the tax return
• An advisor manages the investments
• Decisions get made independently

Without coordination, planning opportunities are missed and unnecessary tax surprises can occur. At Sansone CPA & Financial, wealth management and tax strategy are aligned under one relationship — led by an advisor who is both, a licensed financial advisor and CPA.

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Phone

(815) 459-4300

Fax

(630) 447-0327

Address

850 S McHenry Ave
Ste D
Crystal Lake, Illinois 60014

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County

McHenry County, Illinois

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