Trusted Financial Advisors

Certified Financial Planners (CFP)®, FEE FOR SERVICE ONLY, NO PRODUCT SALES! We serve clients whose investment and retire ment accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life. We usually run financial projections to help our client gain clarity of their financial abilities and limitations. We help people set realistic and achievable goals in areas such as retirement planning, college funding, medical expense planning, insurance and estate planning. Our service is similar to that of a medical General Practitioner: we diagnose your needs and may recommend highly qualified professionals such as an attorney, an accountant or an insurance agent to meet your specific needs. We are also a Registered Investment Advisor. This means we work with you to develop a portfolio of investment that will serve your needs for income, growth or both. We generally work with conservative client for whom wealth preservation is most important.

Moore Financial Advisors Ltd

Moore Financial Advisors has been providing independent, fee-only financial planning and investment management services since 2003. We help you plan and manage your finances so that you can focus on what you enjoy most. You have dreams and goals for your life, but you also have the day-to-day demands of your life to attend to. That's where we come in - we are your trusted advisor, providing you with the guidance you need so you can have peace of mind in knowing you're on track.

Cipolla Financial and Insurance Services

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact us to help you fully analyze your needs and recommend appropriate solutions.

Wellspring Financial Solutions of Raymond James

Your financial plan goes well beyond a math problem. It's about your entire life and the complexities that come with it. It's about working with people who invest in getting to know you. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important. If you're ready for a quality client experience and financial planning that goes far beyond math equations, connect with us. A plan is only as good as what goes into it. If you'd like to work with a team who clearly understands your big picture while staying focused on precise details, connect with us. The earlier your plan begins, the greater the potential for rewards. Let's get started today. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

BayView Private Wealth

Bayview Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy. We work with founders, presidents, and CEOs of companies, helping their businesses develop strategies for success in cash management, employee benefits, employee retention, or succession planning. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.