Acme Financial & Insurance Services

At CPR Financial & Insurance Services, Inc., we pride ourselves on our commitment to providing exceptional service and expert guidance to our clients. For over two decades, we have been helping individuals, families, and businesses navigate the complexities of financial planning, insurance, and benefits administration.

Our Story

Our story began in 2001, when our founder, Charles P. Rosen, had a vision of creating a company that would put the needs of our clients first. With a passion for innovation and a commitment to excellence, we set out to build a team of highly skilled professionals who share our values of integrity, professionalism, and customer service.

Our Team

At CPR Financial & Insurance Services, Inc., we believe that our team is our greatest asset. Our team of experts includes Charles P. Rosen, our President and CEO, who has over 30 years of experience in the financial services industry. Charles is a well-respected leader in the industry, with numerous awards and accolades to his credit. Our team also includes Vincent Lombardo, a seasoned Investment Advisor Representative with over 25 years of experience in the financial services industry. Vincent is a licensed professional with a strong background in securities and insurance. We also have Manuel Menendez, an Investment Advisor Representative with over 27 years of experience in the financial services industry. With their combined expertise and experience, our team is well-equipped to provide personalized guidance and support to our clients.

Our Services

At CPR Financial & Insurance Services, Inc., we offer a wide range of financial services to our clients. These services include:

• Insurance Services: We offer a comprehensive range of insurance services, including life, health, auto, and home insurance.
• Investment Services: We provide investment advice and guidance to help our clients achieve their long-term financial goals.
• Benefits Administration: We offer expert guidance on employee benefits administration, including 401(k) and other retirement plan management.
• Financial Planning: Our financial planning services are designed to help our clients achieve their financial goals, whether it be saving for retirement, funding a child's education, or planning for a major purchase.

Our Approach

At CPR Financial & Insurance Services, Inc., we believe that every individual and business is unique, with its own set of financial needs and goals. That's why we take a personalized approach to financial planning and insurance. We take the time to get to know our clients, understanding their strengths, weaknesses, and goals. We then work closely with them to develop a customized plan that meets their specific needs and objectives.

Our Commitment

At CPR Financial & Insurance Services, Inc., we are committed to providing our clients with the highest level of service and expertise. We are dedicated to staying up-to-date on the latest trends and developments in the financial services industry, ensuring that our clients have access to the best possible guidance and support.

Get in Touch

If you're looking for a trusted partner to help you achieve your financial goals, look no further. At CPR Financial & Insurance Services, Inc., we're here to help. Contact us today to schedule a consultation with one of our expert advisors.