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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 Director
Wealth Manager, RJFS

MICHAELYN D. BORTOLOTTI

Partner, Vice President
Wealth Manager, RJFS

MICHAEL CARILLI

Partner, Vice President
Senior Registered Client Administrative Manager, RJFS

JIMMY FARREN

Partner, Vice President
Client Administrative Manager, RJFS

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