CMA Solutions, Inc.

CMA Solutions, Inc. CMA was founded to work with individuals, small businesses, trusts and estates on planning and tax issues. Nicolina A.

Stewart, CPA, PFS, CGMA, CLU, ChFC has been successfully advising wealthy individuals, families and businesses for over 26 years. She is President of Capital Management Advisors, Inc. (CMA), a Registered Investment Advisor and CPA Firm. The company is headquartered in Bradenton, Florida. The main focuses of CMA are:

• Annuity Reviews and Management
• Individual, Business and Trust Life Insuran

ce Reviews and Management
• Non-Qualified Executive Compensation Plans
• CFO Outsourcing – For-Profit Companies and Non-Profit Organizations
• Comprehensive Financial Planning
• Portfolio Reviews and Management
• Estate and Succession Planning
• Individual, Business and Trust Tax Planning and Preparation
• Non-Profit Set-Up, 501(c)(3) filings and Administration
• Federal Grant and RFP Procurement – Research, Writing, Administration (Compliance, Reporting, Accounting)
• Consulting

05/07/2017

PLEASE NOTE:
NICOLINA STEWART SUFFERED A MODERATE TO SEVERE TRAUMATIC BRAIN INJURY ON FEBRUARY 8, 2016 AND THIS COMPANY IS NOT OPERATING AT THIS TIME. PLEASE CHECK BACK FOR UPDATES. THANK YOU.

11/11/2015

New Services We Offer!

We already work with non-profit organizations, both those that are existing and those not already formed. We help those that are still "just an idea" by forming their corporations (no matter in which state they are located) and file for their 501(c)(3) status with the IRS. Now, we have added Charity Registration services.

There is a lot involved in running a nonprofit. We will ensure your non-profit organization complies with all state laws it is registered with and we take care of the paperwork so you can focus on helping others. If you solicit in more than one state, you may need to be registered in other states, as well. Let us help you analyze your needs.

11/06/2012

We joined Facebook to help educate our clients and friends about retirement planning, taxes and other financial planning matters. Please check back with us often to see what we have posted!

Address

5910 Post Boulevard, Unit #110571
Bradenton, FL
34211

Telephone

+19413201524

Website

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