News from Canon Capital Management Group

Chuck Porter, Jr. Named Co-Director of Canon Capital Wealth Management

Please join us in congratulating Chuck Porter, Jr., on his promotion to Co-Director of Canon Capital Wealth Management.

Chuck will serve alongside Co-Director Patricia Webb in developing strategic initiatives, guiding the delivery of exceptional client service, and fostering continued growth for the Wealth Management unit.

QuickBooks Desktop is Going Away: Now What?

Intuit has announced the eventual phasing out of the desktop versions of its QuickBooks accounting software. We recently held a webinar with more information about this change and what you can do if this affects you.

Watch the recording of the session by clicking the video to the left or click below to read the recap.

Margaret McCarthy Earns Chartered Retirement Plans Specialist Designation

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.

Meet the Newest Members of the Canon Capital Management Group Team

Please welcome Senior Accountant Cherie Strozzieri and Investment Advisor Andrew Stein, who have joined the Canon Capital Management Group team within the last few months.

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Canon Capital Management Group, LLC

CanonCapital.com

One Source | Many Services | The Right Decision

484 Harleysville Pike, PO Box 228, Harleysville, PA 19438

Phone (215) 723-4881 | Fax (215) 723-1487

Office Hours: Monday - Friday

8:00 a.m. - 5:00 p.m.