Edward Jones - Financial Advisor: Peter V Seriano

CrossPlan Money Management is an independent investment advisory firm founded in 1987 in Seminole, Florida, focusing on specialized active money management strategies tailored for individual investors. The firm prides itself on serving clients with customized financial solutions that include tax management, investment management, retirement strategies, and more. Led by experienced professionals, including founder Paul Palm and his son John, CrossPlan emphasizes client relationships and education in financial decision-making. With a commitment to integrity and a boutique experience, the firm has developed a reputation for excellence across the United States. Generated from the website

Fifth Third Preferred - John Flanagan in Largo, FL offers premium banking services and comprehensive investment, insurance, and borrowing solutions through a team of experienced financial professionals. Their Preferred Program provides personalized support to clients in Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, South Carolina, and Tennessee. As a division of Fifth Third Bank National Association, clients have access to a range of deposit and credit products, as well as investments and investment services through subsidiaries like Fifth Third Securities. With a focus on personalized financial solutions, Fifth Third Preferred aims to meet the diverse needs of individuals and businesses in the region. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy