Financial Services that maximize your business potential
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Sponsors give your business market reach, visibility and creates multiple streams of income. Get Sponsors Today!

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CPA Advisory Services

Your business tax obligations can have a huge impact on your cash flow and profitability if not adequately addressed. Plan ahead now to assure no unintended tax burden arises.

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Wealth Management

Wealth strategy plays an important role in safeguarding your business and family, avoiding unnecessary taxes, and ensuring that your legacy will continue.


We  customize trust options  to fit your needs: Non-Grantor, Irrevocable, Complex, Discretionary, Spendthrift Trusts, Living Trust, and Business and Investment Specific Trust. Download our Business Trust Services Brochure to discover all options availed for your business trust services needs. 

Need more details? Contact us

We are here to assist. Contact us by phone or email.

© 2017-2025 by SanPete Financial Group, Inc.,

Headquarters: 1201 West Peachtree Street, Ste 2300 Atlanta, GA  30309 
PH#  +1.832.819.5260  FAX#  +1.702.537.8824

Offices in USA: Chicago, Washington D.C., Fort Myers, San Francisco

Canada: Toronto, Kenya: Nairobi, Morocco: Casablanca, Philippines: Manila South Africa: Cape Town

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