Atlantic Financial Group

Welcome to Fross & Fross Wealth Management At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Independent Financial Partners in The Villages, FL partners with Raymond James, a global financial services firm renowned for providing trusted advice and tailored sophisticated strategies for individuals and institutions. Their advisors specialize in personalized financial planning and investment solutions, supported by a team of specialists in various fields. Raymond James is committed to working responsibly and sustainably, evident in their corporate responsibility initiatives. With a focus on understanding the unique complexities of each client's life, they strive to deliver exceptional service and expertise in the realm of financial services. Generated from the website

Bourne Financial Group is a real estate private equity company based in Winter Park, FL, specializing in the development, acquisition, and management of senior living communities. With over 50 years of owner-operator experience, they focus on investing in the heart of the global economy and strive to support and enhance the communities in which they operate. Committed to generating attractive returns for their investors, Bourne Financial Group develops, acquires, and underwrites private pay seniors housing communities. Their asset management team applies operational experience and a commitment to excellence to protect investor interests, while their investment approach is based on a disciplined due diligence process that maximizes long-term value. With a mission to create an exceptional experience, their management subsidiary, Ciel Senior Living, specializes in managing independent living, assisted living, and memory care communities.Generated from the website