Client 1st Advisory Group

ProVise Management Group takes a long-term approach to money management rather than focusing on quarterly results. By taking a historical perspective, the company potentially avoids the mistake of micromanagement. It is a subsidiary of National Financial Partners, which is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network with more than 1,800 producers in nearly 45 states and Puerto Rico consisting of more than 160 owned firms and over 210 affiliated third-party distributors, which specialize in life insurance and wealth transfers, corporate and executive benefits and fee-based financial planning. ProVise Management Group is located in Clearwater, Fla.

At Frank Winston Crum Insurance, we leverage the skills of talented individuals to constantly innovate and challenge the status quo. We translate our passion into the best insurance experience for those we serve. Frank Winston Crum Insurance was founded in 2003 as a commercial insurance carrier, although its origins date back even further. With a passion for helping small business owners succeed, Frank W. Crum, Jr. and his father, Frank Crum, Sr., opened the Great American Temporary Service in 1981. Since then, the company has expanded and evolved into what is now known as the FrankCrum family of companies.

Raymond James, headquartered in Largo, FL, is a renowned global financial services firm offering trusted advice and sophisticated strategies to individuals and institutions worldwide. With a dedicated focus on understanding the unique complexities of each client's life, Raymond James advisors provide a wide range of resources and specialized expertise to assist clients in planning for their financial future. Generated from the website