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Canon Capital Management Group, LLC
Financial Services
Harleysville, Pennsylvania 219 followers
One source, Many services, The right decision.
About us
Canon Capital provides integrated financial and business services to businesses, individuals, government entities and non-profit enterprises. Canon Capital has built a large base of satisfied clients that trust our competent and capable professionals with their estate planning, financial planning, investments, tax reporting, payroll, insurance, technology and business consulting needs. No longer is it necessary to rely on different sources of information and advice. Canon Capital provides a single source of financial and business services to help you make the right decisions.
- Website
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http://www.canoncapital.com
External link for Canon Capital Management Group, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Harleysville, Pennsylvania
- Type
- Privately Held
- Founded
- 1987
- Specialties
- Family Office Services, Wealth Management, Business Advisory and Accounting, Computer Solutions, and Payroll Services
Locations
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Primary
Get directions
484 Harleysville Pike
Harleysville, Pennsylvania 19438, US
Employees at Canon Capital Management Group, LLC
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Brent Thompson
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Chuck Porter Jr.
Senior Investment Advisor and Accredited Investment Fiduciary at Canon Capital Investment Advisory
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Phil Keeler
Director of Family Office Services at Canon Capital
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Peter Roland, PhD, AIFA, CFP, CPA/PFS, ChFC
Future Focused Wealth Creation and Management
Updates
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The Desktop versions of QuickBooks will soon be phased out. Prepare now to make the move to QuickBooks Online. Learn more: https://bit.ly/3x3Q69N
QuickBooks Desktop is Going Away: Now What? | Canon Capital Management Group, LLC
https://www.canoncapital.com
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What does the future hold for global equities? Here are five reasons they may defy the odds. https://bit.ly/4cQ0ouB
2024 Equities Outlook | Canon Capital Management Group, LLC
https://www.canoncapital.com
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With the eventual phase-out of QuickBooks Desktop products, there are several reasons to move to an online version now - like increased efficiency. Learn more during this replay of our recent QuickBooks webinar: https://bit.ly/4aoRx1j
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Promotions, certifications, and news about QuickBooks Desktop products. Read all about it in our latest e-newsletter: https://conta.cc/49cXwF2
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We recently hosted a webinar sharing why it makes sense to make the move to QuickBooks Online sooner rather than later. ➡ 3 main reasons: increased efficiency, increased protection from cyber threats, and added benefits not available with QuickBooks Desktop. View the webinar here: https://bit.ly/3x3Q69N
QuickBooks Desktop is Going Away: Now What? | Canon Capital Management Group, LLC
https://www.canoncapital.com
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Intuit has recently announced the eventual phasing out of the desktop versions of its QuickBooks accounting software. If this affects you, here's what you can do. https://lnkd.in/eEg9uGdz
QuickBooks Desktop is Going Away: Now What? | Canon Capital Management Group, LLC
https://www.canoncapital.com
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We have more good news from our amazing team of professionals, as we proudly announce the promotion of Chuck Porter, Jr., to Co-Director of Wealth Management. Learn more and join us in congratulating Chuck: https://bit.ly/49wr5SR
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Please join us in formally welcoming Andrew Stein and Cherie Strozzieri, who have recently joined the team here at Canon Capital Management Group. Learn more about them: https://bit.ly/3wwOEwz
Welcome the Newest Members of the Canon Capital Management Group Team | Canon Capital Management Group, LLC
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Please join us in congratulating Margaret McCarthy, Client Relationship Associate at Canon Capital Investment Advisory, on earning the Chartered Retirement Plans Specialist (CRPS®) designation. This designation, awarded by the College for Financial Planning, demonstrates McCarthy’s expertise in retirement plan design, installation, and maintenance for businesses, non-profit organizations, and government entities of all sizes. https://lnkd.in/erD3FsUG
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