What is drtfa.com?
DRT Financial Advisors is a comprehensive financial firm based in DeLand, Florida, offering a suite of services including tax preparation, accounting, and personalized financial planning. The firm is distinguished by its commitment to building enduring client relationships, providing expert guidance through CPAs and CFP professionals without aggressive product upselling. DRT's mission is to empower local families and businesses with simplified financial management and enhanced confidence. Through its affiliation with CPAlliance, the firm also extends its offerings to include a variety of investment and trust services, positioning itself as a full-service financial partner.
How much funding has drtfa.com raised?
drtfa.com has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in drtfa.com
PPP
Public-Private Partnership
What's next for drtfa.com?
The substantial backing, particularly the recent strategic investment, indicates DRT Financial Advisors is poised for significant expansion and service enhancement. This capital infusion is likely to fuel advancements in their service delivery, potentially broadening their reach within Florida or deepening their specialized offerings in tax, accounting, and financial planning. The company's focus on long-term client relationships and financial confidence suggests future growth will be strategically aligned with maintaining high service standards and potentially integrating new technologies to support their CPAs and CFP professionals.
See full drtfa.com company page
