About Us

Why CPAs Work with DeNovo

 

DeNovo forms strategic alliances with CPA’s taking a consultative approach focusing on establishing and fostering close, long-term relationships with their clients in conjunction with other professional advisors.

Focusing on relationships and financial planning strategies together, client objectives are attained while producing high quality results.

We offer Continuing Education seminars (CPE) to help you more effectively handle complex topics within insurance and financial planning

Past topics have included:

  • Captive Insurance
  • Advanced Insurance Strategies in Estate Planning
  • Buy Sell Agreements
  • Selling a Business
  • Life Insurance In Qualified Plans
  • Addressing Long Term Care

Furthermore, we have an opportunity for CPA's to partner with a trusted advisor at DeNovo in order to provide your clients with a full range of financial strategies.  In turn, we generate a mutually beneficial partnership through a referral stream.  For more information on our Trusted Advisor professional relationships please go visit our Trusted Advisors section.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

DeNovo Advisory Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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