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Campbell & Company is here for all of your financial advisor needs. We offer everything you need when planning and investing for the next chapter of your life. With Campbell & Company, you have complete control over your money, helping you retire successfully because “Prior Planning Pays”

  • Retirement planning
  • Investment advice and guidance
  • Wealth portfolio management
  • Income planning
  • Social Security maximization
  • Health & long-term care planning
  • Legacy planning
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Our chief financial officer services are designed to help businesses, new and old, reach the next step. We’ll go over your books with you and, if possible, improve your cash flow by making a few simple changes to your business structure.

  • Family office solutions
  • Tax compliance
  • Back office solutions
  • Succession planning
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Whether you need personal tax advice or want help preparing taxes for your business, Campbell & Company has you covered. We’re here to help you with any tax problem ranging from compliance to reducing taxes. By partnering with Campbell & Company, you will receive quality service that changes the way you think about taxes.

  • Serving individuals and businesses
  • Tax preparation
  • Tax planning
  • Accounting and financial solutions
  • Tax efficiency planning
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Tax planning services are offered through the tax firm Campbell & Co Wealth Advisors and CPAs. IPW does not offer tax planning services. The tax planning services offered by Campbell & Co Wealth Advisors and CPAs are not subject to investment Advisor requirements. Tax planning services referenced are an outside business activity not offered through or supervised by IPW.

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