Certified Public
Accounting Firms
We help Certified Public Accounting Firms retain existing clients and attract new clients by offering unique services that will strengthen client relationships and ultimately increase business.
At Santori & Peters, Inc., we partner with select CPA Firms to maximize, manage and protect wealth. As part of our professional advisory team, we enable you, the CPA Firm, to view your client’s comprehensive financial picture at a glance and enhance your financial service through a collaborative approach. Together we can organize the multiple issues that families face, while educating and extending seamless, end-to-end solutions to clients.
Our alliance also gets your questions answered by Ed Slott, named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. This is a new, reliable and valuable service we offer that will save you time, effort and money while getting your questions answered by an industry expert.
Professional Partner Video
“Interested in learning more about partnering with Santori and Peters? View our video here.”
Master Elite IRA Advisor Group
For over ten years, Skip Santori has
maintained membership in one of the nation’s most exclusive group of financial advisors—
Ed Slott’s Master Elite IRA Advisor Group. The exclusive group is comprised of financial advisors dedicated to effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).
"I speak to more than 50,000 financial advisors a year," commented IRA Expert Ed Slott. "I can confidently say that The Master Elite IRA Advisor Group represents the top 1 percent of all financial advisors in the country."
UPPTA
We are a committed group of professionals dedicated to the provision of independent patient advocacy services to support, guide, and empower our clients in the navigation of the health care system.
We employ only proven professionals with distinguished work experience, strong interpersonal skills and advanced clinical knowledge to facilitate collaboration among all those involved in your care.
Our clients receive individualized, professional, and compassionate attention with the added value of an informed clinical voice and a personal champion. Regardless of the medical complexity or duration of your recovery, our highly trained, experienced advocates can help you:
- Navigate the complex health care maze, giving you back a sense of control when everything seems unpredictable
- Make informed decisions based on a greater understanding of your medical condition and treatment options
- Optimize your patient experience and health outcomes.
