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Make A Vital Decision For Shaping Your Future
As a corporate executive, you already have enough on your plate to have to also worry about managing the many details of your personal financial matters in a strategically savvy and tax-efficient manner. You really need a trusted financial partner well-versed in the many intricacies and complexities that must be addressed.
It certainly merits having an initial conversation with us.
TIMOTHY DAVIS, CFP®
Partner, Managing DirectorWealth Manager, RJFS
MICHAELYN D. BORTOLOTTI
Partner, Vice PresidentWealth Manager, RJFS
MICHAEL CARILLI
Partner, Vice PresidentSenior Registered Client Administrative Manager, RJFS
JIMMY FARREN
Partner, Vice PresidentClient Administrative Manager, RJFS