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Why Partner with HKFS?
  • We fit your profile:  We understand the CPA Culture - our owners are CPAs.
  • Our Financial Advisor consults in your office, always putting client needs first, with no compromise.
  • You can start right away avoiding costly mistakes.
  • You can start earning significant revenue without large outlays of time, effort and personnel costs. 
  • You can provide independent, objective analysis of insurance and investment needs by pre-approving suggested client solutions. 
  • You can use our marketing resources at no additional cost.
  •  We can assist with your goal setting and execution.
  • We can help you identify and address client needs.
  • You can network with our CPA affiliates to boost your success.
  • You can improve your valuable relationships.  
Please call Bob Anderson at 800.791.8994 or 563.582.2855 for more information.
 
Compliance Required Disclosure:  The testimonials contained on this page may not be representative of the experience of other clients and is no guarantee of future results.
 
 
CPA Testimonial
 
"As you know, in today's economy CPA's require two things - revenue growth and the people to make that happen.  Your proven Financial Services model provides both.
 
I would strongly suggest that any CPA firm that is considering Financial Services for the first time, as well as those firms presently "dabbling in" or underachieving in Financial Services should talk to HKFS.  I am confident that it is an investment of time they will never regret."
 
Allan D. Koltin
President and CEO
PDI Global, Illinois
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2355 JFK Road, Dubuque, IA 52002
T 800.791.8994 or 563.582.2855
F 563.582.1040 | info@hkfs.com

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*DISCLOSURE: Advisory services provided through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Registered securities are offered through registered representatives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC. Honkamp Krueger Financial Services, Inc. and ProEquities, Inc are independent.

Please be advised that Registered Representatives affiliated with Honkamp Krueger Financial Services, Inc. hold various licenses in various states. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.