FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

549 North Wymore Road
Suite 110B
Maitland, FL 32751

LinkedIn

Rey Descalso

(321) 280-9081

 
Events on Wall Street The Cycle of Investing The Cycle of Investing Events on Wall Street

Invest in Yourself

This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value:

  • freedom from proprietary products,
  • a questioning, engaged attitude, 
  • a desire for portfolio management,
  • a belief that people are worth more than their assets.

If you are looking for a hot stock or the best CD rates of the day, you may not qualify for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants.

If you would like to learn more about our unique approach to wealth management in a relaxed, professional manner, feel free to contact us. 


 Click for the BBB Business Review of this Financial Services in Maitland FL


Retirement Stress Testing

    

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