Christopher Chief Phelps - Christopher Phelps - Mortgage Loan Originator NMLS

Wall Private Wealth is a Palm Beach Gardens-based financial firm that specializes in providing personalized investment strategies and comprehensive financial planning services to affluent families, individuals, and organizations. With a commitment to independence, transparency, and efficiency, their team of experts helps clients define their financial goals and constructs custom-tailored portfolios designed to meet their unique needs. Through their trademarked process, The Efficient Portfolio, Wall Private Wealth focuses on reducing tax burdens and maximizing returns. With a holistic approach to wealth management, they leverage their extensive network of multi-family office connections to offer clients a well-rounded financial plan that ensures long-term success. Clients can trust in the expertise and dedication of the Wall Private Wealth team to guide them towards achieving their financial aspirations.Generated from the website

My name is Yvette Batavia I have been in the tax and accounting industry for more years than I have been working. I have worked with different industries, construction, retail, restaurants, non-profit small businesses. I enjoy what I do, I like the puzzle and I also enjoy making things easier for my clients, destressing their lives and making their taxes something they can understand and manage.PROFESSIONAL BUSINESS AND ACCOUNTING SERVI

Insurance Services Agency of Florida Inc. is dedicated to maintaining the highest level of integrity in its operations, ensuring exceptional service for every client. The agency prides itself on genuine care and concern for those who have entrusted them with their insurance needs. With a commitment to quality, Insurance Services Agency is focused on building lasting relationships based on trust and reliability. Their mission reflects a deep understanding of the importance of client confidence in the insurance process. Generated from the website