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Kathleen Roat & Company Inc, based in Orlando, FL, is a trusted financial services firm with a remarkable 30-year track record of providing comprehensive tax consulting and preparation, insurance planning, and a range of complementary financial services. Their dedicated team of experts caters to individuals who share concerns about their financial future but find solace in partnering with KRC, where action takes precedence over fear. As an independent firm, Kathleen Roat & Company Inc operates with integrity and prides itself on building long-lasting relationships with their loyal client base. With a focus on foundational competencies and a commitment to delivering personalized solutions, KRC ensures that individuals can confidently navigate their financial journey with peace of mind.Generated from the website

Stonebridge Financial Planning Group is a trusted financial advisory firm based in Orlando, FL, dedicated to helping individuals, particularly women, navigate significant life transitions and achieve their financial dreams. With a team of experienced advisors, they provide personalized and independent advice, demystifying complex financial matters and empowering clients to make informed decisions for a stable and secure future. Committed to their clients' needs, Stonebridge Financial Planning Group follows a cyclical financial planning process, offering a range of services including asset management, financial planning, tax preparation, divorce consulting, and social security analysis. Their passion for building solid pathways to financial security is evident in their client-centric approach, ensuring that each individual receives the attention and guidance necessary to thrive and gain confidence in their financial journey.Generated from the website