Cohen Financial Services

Welsh & Associates, based in Clearwater, FL, is a financial planning company run by Patrick Welsh, Jr. Specializing in investment advising and financial consulting services, the firm provides expert guidance to help clients achieve their financial goals. Under the leadership of Patrick Welsh, Jr., Welsh & Associates is dedicated to assisting individuals and businesses in navigating the complexities of financial planning. With a focus on personalized strategies, the company aims to empower clients to make informed decisions for their financial future. Generated from their available business information

Successful Portfolios is an independent SEC-Registered Investment Advisor located in Clearwater, Florida, dedicated to guiding clients through financial uncertainty with a personalized and collaborative approach. Founded in 2010 by Parker Evans and Joe Baer, the firm manages over $240 million in assets for more than 150 clients, emphasizing transparency, resilience, and a commitment to helping individuals and families grow and protect their wealth. With a focus on tailored investments, Successful Portfolios offers a diverse mix of stocks, bonds, ETFs, and liquid alternatives, ensuring each client's financial journey is uniquely addressed. The firm partners with Charles Schwab and Interactive Brokers, leveraging their strengths to provide custom portfolio solutions that prioritize after-tax returns and keep clients informed of market developments. Generated from the website

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.