Concierge Financial Organization

Concierge Financial Organization, located in Saint Petersburg and Tampa, FL, specializes in comprehensive financial planning and wealth management for a diverse clientele, including families, individuals, and business owners. With an emphasis on empowering clients to realize their personal and financial goals, the firm approaches wealth as a means to achieve the lifestyle clients desire.

The organization is led by William Cummings, a seasoned financial advisor with a personal commitment to enhancing financial literacy, especially among women, and supported by Executive Vice President Kimberli Cummings, whose marketing expertise and creativity bolster the firm's community presence. Together, they foster a supportive environment geared towards building client confidence and security in financial matters.

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