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There are not many firms that I would write a testimonial for. However, after working with CCS Financial for over five years, I feel compelled to strongly endorse their professional services. Because of their expertise and willingness to go above and beyond what we need them to do,we are expanding our relationship to include your overseeing our compliance department."
—Mark Helweg
Landmark Asset Management
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...you have not only been attentive in your services, but have handled my questions with kindness. For this uniqueness, I truly want to thank you. I have dealt with many accountants in the past and have not received the quality that CCS Financial gives."
—Ron Mark
Mark Capital Management, Inc.
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CCS' consistency, dependability and skills have made the interrelationship between Geopolis 5000 Global Fund and its individual clients a matter of ease. And on those occasions when NFA has paid us an audit visit, CCS has responded to our needs with speed and care.”
—Neale Dobkin
Geopolis 5000, Inc.
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We selected CCS to help us establish our CPO, coordinate registration issues, review our procedures and compliance issues and to provide general business advice.Your team has been a virtual reservoir of information. Please feel free to use us as a reference for any firm considering your services.”
—Andrew Putterman
Lydian Wealth Management
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For six years now, CCS Financial Services has been our accountant. During this time, we have received our Performance Updates and Advisory Fee Statements in a timely and accurate manner. This has allowed me to proceed confidently in sending our performance numbers to alternative investment databases and in collecting our management and incentive fees from our clients.
CCS has been consistently helpful in responding to questions we have had in setting up funds, dealing with NFA issues, or any other pertinent questions."
—Paul L. Jennings
Chicksaw Capital, Inc.
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