Our Goals For Helping You (Video)

Scott Russell | Jan 6, 2023

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.

About William

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.

About Scott

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.

WHAT WE DO

Financial Advisors in Tampa and St. Petersburg, FL

As financial advisors located in Tampa and St. Petersburg, we specialize in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want.
Our role is to help them get there.

Our Goals For Helping You (Video)