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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

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