Eliot Rosenberg - Caltan & Assocs

The Rosenberg Financial Group is an independent financial planning firm located in Tallahassee, FL, specializing in retirement planning, college savings, estate planning, and tax strategies. Their team of experts is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial solutions. Generated from their website's infomation

First Franklin Financial Services has been a prominent financial planning firm in Tallahassee, Florida, for over 50 years, specializing in retirement and investment needs for individuals, families, nonprofits, and businesses. The firm offers tailored wealth management solutions, macroeconomic research, and comprehensive financial planning, ensuring clients benefit from a diversified approach to portfolio management. Founded by George F. Ewing, First Franklin has evolved from a life insurance agency to a full-service financial firm that has garnered multiple awards for its advisory services and market strategies. Led by Brett F. Ewing, the firm has gained national recognition and media coverage, reflecting its commitment to excellence and client-focused financial solutions. Generated from the website

CRI TPA Services, based in Tallahassee, FL, specializes in retirement plan administration and offers tailored solutions for businesses seeking to navigate the complexities of retirement regulations. With a focus on empowering clients through knowledge, they provide in-depth analysis of legislation such as the SECURE 2.0 Act and its implications for plan administrators and fiduciaries. Led by experienced professionals including Chief Operations Officer Joy Hodgson and Chief Executive Officer Daniel Rodriguez, CRI TPA Services is committed to understanding the unique needs of each client. Their services aim to facilitate effective management and compliance of company retirement plans, ensuring businesses can capitalize on new opportunities like tax credits for initiating retirement plans. Generated from the website