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We serve our clients from two locations. One is located on Main Street in downtown Sarasota and houses all three companies. The CPA firm also serves its clients from an office in Lakewood Ranch.

This communication is strictly intended for individuals residing in the states of:
AL,AZ,CA,CO,CT,DC,FL,GA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MO,NC,NJ,NY,OH, OR,PA,SC,TN,TX,VA,VT,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network,
Member FINRA, SIPC, a Registered Investment Adviser.