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Joanne Sardella, CFP®
Financial Advisor
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Joseph C. Falzone, MBA
Financial Advisor
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Sarah Mitchell
Branch Office Administrator
Non-Profits
Expertise to support the unique needs and goals of non-profits
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Retirees
Nurturing wealth so you can live a longer, better life.
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Women Investors
Understanding the challenges women face and how to help.
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"Price is what you pay. Value is what you get."
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Expertise
Knowledgeably Applied
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
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Resources
Vital to Success
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
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Commitment
Worth Mentioning
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
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LATEST NEWS
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
