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
(321) 280-9081

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Rey Descalso

(321) 280-9081

 

Who We Serve

Over the years, we have found that our clients, while being very different, have some things in common. They are looking for the satisfaction that comes from working with a trusted advisor to forge a financial plan they have confidence in. They want to enjoy their lives and not worry about the day to day tumult in the market. They want to make sure their entire financial picture is considered and they expect a partner to help facilitate the process.