FPT Services, CPAs, Tax, Accounting & Wealth Management

FPT Services, CPAs, Tax, Accounting & Wealth Management We are committed to putting our clients’ needs first. Our first priority is helping you take care of yourself and your family.

Experience the difference, helping you, your family and business meet your goals - providing tax, accounting, financial investment, financial planning - business consultants, Certified Public Accountants, Certified Financial Planner, and professional team. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relatio

nships that encourage open and honest communication have been the cornerstone of our foundation of success. Putting our client's needs first . . . FPT Services was founded upon principles of placing extreme importance on our client's financial goals and objectives. We're in the business of building long-term, genuine and rewarding relationships that are based upon trust and quality client service. Our team of experienced professionals provides a "hands-on" approach to tax, accounting, and investment planning. They are dedicated to providing the sound guidance and customer care that are required in every phase of our client' financial goals. Working with our clients we can help them pursue their financial goals and objectives. FPT Services has one major advantage over other financial advisors because we are licensed Certified Public Accountants and can give our clients tax and accounting advice, follow through with compliance and tax reporting, where other financial advisors are not licensed to do so. This uniqueness allows us to combine all the disciplines to give you comprehensive "one-stop" financial services. FPT Services has all the "tools in the toolbox" and has developed relationships with banks, attorneys, and other professionals to help meet your financial needs, from saving for a house, family planning, or college education, to pre-retirement or retirement. Every quarter clients meet with our advisors for a Quarterly Review to discuss the market and their financial portfolio performance. We can help secure your financial future now, call FPT Services now at 321-631-0383 or Email us for a free financial consultation.

Concerned about identity theft? Some things to leave at home.
05/06/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

This Monthly Recap summarizes market performance, major events and news from April 2026. Read more here:
05/04/2026

This Monthly Recap summarizes market performance, major events and news from April 2026. Read more here:

U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to…

No rate cut last week — and don't expect one anytime soon. Inflation is still running hot, input costs are rising, and s...
05/04/2026

No rate cut last week — and don't expect one anytime soon. Inflation is still running hot, input costs are rising, and several Fed members are pushing back hard on any talk of cuts. The labor market is softening, but not enough to override the inflation threat. All eyes on Friday's jobs report. See why CIO Gene Goldman expects it to disappoint in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

What did it take to become the richest man in Babylon?
05/04/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
05/01/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Cultivating financial literacy starts at home. Discover practical ways you can help kids build financial confidence and ...
04/29/2026

Cultivating financial literacy starts at home.

Discover practical ways you can help kids build financial confidence and healthy habits.

Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication,...
04/27/2026

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication, a new inflation metric, and a preference for rate adjustments over balance sheet moves. A dovish shift may be on the horizon. CIO Gene Goldman discusses this and more in

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
04/27/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
04/24/2026

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared...
04/22/2026

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared for the future.

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

Address

Rockledge, FL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(321) 631-0383

Website

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