Core Accounting Group Solutions LLC

Core Accounting Group Solutions LLCCore Accounting Group Solutions LLCCore Accounting Group Solutions LLC
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    • Home
    • What We Do
    • Services
      • Accounting & Bookkeeping
      • Technology Services
      • Business Advisory
      • Tax Services
      • Financial Planning
    • COVID-19
    • Artcles
      • Economic Impact Payments
      • ACCRA - PPP Changes
      • Employee Retention Credit
    • About Us
    • FAQ
    • Contact Us
    • Tools
      • AICPA Attest Services
      • Upload Documents
      • Download W9

Core Accounting Group Solutions LLC

Core Accounting Group Solutions LLCCore Accounting Group Solutions LLCCore Accounting Group Solutions LLC
  • Home
  • What We Do
  • Services
  • COVID-19
  • Artcles
  • About Us
  • FAQ
  • Contact Us
  • Tools

your financial wellbeing

Hello,

Paul J.  Pfeiffer, MBA, CFP®

Founder and Chief Compliance Officer of NorthPoint Financial Planning. In building and managing the firm, his guiding principle is to be the financial planner he always wanted to hire before becoming one.

Find out more

CAG Solutions has proudly partnered with NorthPoint Financial Planning to provide additional services to our customers.

Northpoint financial planning

♦  Does the 'legwork' and research before recommendations are made

♦  Gives clients the straight answers they need to make informed decisions

♦  Develops recommendations based on experience and thorough analysis  

♦  Is fully transparent regarding compensation received for services​


Paul is a Certified Financial Planner™.  In order to maintain his CFP® certification, Paul is required to complete 30 hours of continuing education every two years.​Prior to founding NorthPoint Financial Planning, Paul enjoyed a successful career serving as director for a diversified financial services enterprise; providing insurance and asset management solutions to financial advisors and their clients. His experience includes over 25 years of helping clients to achieve their personal, business or plan sponsor related financial objectives.​Paul has served as Past President of the Columbus Chapter of the Society for Financial Service Professionals, a multidisciplinary network of professional advisors including those designated as CFP, CPA, JD, CLU and ChFC. The Society's mission is to support the highest standards of ethical and professional achievement and to promote awareness by the general public of the benefits of working with a professionally designated advisor. ​Paul spends his leisure time on a small farm with his wife and two children. He can be found most evenings and weekends with friends and family enjoying the many amenities about town! 

Contact northpoint financial planning

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Better yet, see us in person!

OH Office Location
4 West Winter Street
Delaware, Ohio 43015
740.513.7968


NC Office Location

6416 Sable Lane 

Greensboro, NC 27406 

336.560.7887  

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

Core Accounting Group Solutions LLC - licensed accounting firm

https://cagsolutionsllc.com/

  • Home
  • What We Do
  • COVID-19
  • Economic Impact Payments
  • About Us
  • FAQ
  • Contact Us