Our Goals For Helping You (Video)Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 29th, 2018
By William G. Cummings, CPA/PFS and Scott Russell, CFP®
We are an independent wealth management firm and are passionate about helping our clients achieve their life goals. We invite you to watch this short video to meet us and learn about our goals for helping you and our clients across the United States.
William Cummings is a partner with Concierge Financial Organization with more than two decades of industry experience. He helps his clients pursue financial comfort, protect their family and lifestyle, manage life events, and build a legacy. His passion as an advisor is to encourage every client to become more engaged in learning about money and planning for their future. By creating a more comfortable environment, he hopes his clients feel less intimidated, more engaged, and ultimately more confident about their financial future. Learn more by connecting with William on LinkedIn.
Scott Russell is a partner at Concierge Financial Organization with over 25 years in the financial services industry. First working at the institutional level of a broker dealer and investment advisor with over $28 billion in assets, he now serves families and business owners by providing financial planning advice. He uses his knowledge and experience to assist families and organizations with financial planning and investment management. In addition, he applies his personal experience to help families with children with special needs with their unique financial planning challenges. Learn more by connecting with Scott on LinkedIn.
Concierge Financial Organization is independent of Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Adviser. 1511 N. West Shore Blvd, Suite 1100, Tampa, FL 33607. 813.288-8800 513-20180806-467270