Our Goals For Helping You (Video)
Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 29th, 2018By William G. Cummings, CPA/PFS and Scott Russell, CFP®
By William G. Cummings, CPA/PFS and Scott Russell, CFP®
By Scott Russell, CFP®
Although our clients backgrounds are diverse, there are 3 common traits that we have noticed. Watch this video to learn what they are, and what to do next to work toward achieving your goals.
By Scott Russell, CFP®
By William G. Cummings, CPA/PFS
By William G. Cummings, CPA/PFS
By William G. Cummings, CPA/PFS