Alfa Trust

Roosevelt Desir is a Licensed Financial Representative with Primerica serving GREENACRES and its surrounding areas.

Financial Strategies Group LLC, based in Boca Raton, FL, specializes in providing tailored financial solutions for affluent clients, focusing on estate planning, life insurance, retirement, business planning, and charitable giving. With a reputation for exceptional service, the firm collaborates closely with financial advisors, CPAs, and attorneys to deliver comprehensive strategies that meet individual goals and objectives. As a national leader in the insurance industry, Financial Strategies Group LLC excels in wealth preservation, asset protection, and long-term planning, ensuring clients receive practical solutions that reflect their unique circumstances. The team emphasizes a customized approach to financial management, aiming to exceed client expectations in service and performance. Generated from the website

Chilton Trust Co LLC in Palm Beach, FL offers a differentiated approach to wealth management, combining large firm resources with a boutique's personalized touch. With over sixty years of combined experience, they provide tailored wealth planning, investment management, family office services, and trust and fiduciary solutions to help clients achieve their unique financial goals. Committed to building trusted relationships, Chilton Trust prioritizes understanding their clients' needs and visions of success. Their team of experienced advisors works closely with clients to ensure their investments and planning align with their long-term objectives, striving to make all aspects of their clients' lives easier. Generated from the website