Concierge Financial Organization

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Concierge Financial Organization Adding Clarity to your life by helping you achieve financial comfort, protecting your family, protecting your lifestyle, and building your legacy.

Concierge Financial Organization, Inc., is a fully integrated financial services firm committed to helping you improve your long-term financial success. Our programs are designed to help grow, and conserve your wealth by delivering an unprecedented level of personalized service. The firm acts as your Personal CFO, to help coordinate the various aspects of your financial life by providing a fully integrated array of services. Bill is an independent financial advisor, which allows him the freedom to choose among a wide array of financial services companies and products to help best meet your needs. He strongly believes in helping his clients succeed by providing independent, comprehensive advice through detailed financial and tax planning. Bill holds an active Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) License. He also holds the following licenses; a FINRA Series 7, 24, 28, 63, and Life/Annuity. He is a member of the American Institute of CPA’s (AICPA), Florida Institute of CPA’s (FICPA), FICPA’s Estate and Financial Planning Committee, and the Financial Services Institute. Registered Representative /Securities and Investment Advisory Services offered through Signator Investors, Inc. A Registered Investment Adviser, Member FINRA, SIPC. LD44506-08/12
www.finra.org
www.sipc.org

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Tampa, FL

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+18133749676

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