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Pat Picornell and Ed Hecker of the Sterling Wealth Management Group at UBS Financial Services offer advice that’s relevant and targeted to helping you make your life better.
Utilizing the experience gained over nearly 40 years in the financial services industry, including several years as a professional equities trader, Gerald Fasanella, President of Heron Financial Partners, created a program designed to actively manage clients’ assets.
G.I. Tax has become the premier tax preparation service company in the State of Florida. Glenn Sandler has not only found a way for G.I. Tax to offer tax payers the much needed service of preparing accurate tax returns.
In his relentless commitment to delivering the most exceptional client experience in Central Florida, Justin Connors of Connors Wealth Management continues to partner with the most experienced professionals in the financial services industry.
Gina Rall makes estate administration enjoyable, as she makes most things fun and interesting. With 20 years of public accounting experience, she focuses on simplifying the complex nature of trust and estate taxation for CRI clients in Central Florida.