Robert Holtzman - Ameriprise Financial Services, Inc.

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

Renee Mott Your Realtor is a real estate agency based in Seminole, FL, specializing in assisting clients with buying and selling residential properties. With a focus on personalized service and local expertise, the agency strives to help individuals navigate the real estate market with confidence and ease. Generated from their business information

The Legal Center, established in 1988 in Seminole, Florida, is a law firm dedicated to providing quality legal services at moderate costs, specializing in wills, trusts, estate planning, probate, and real estate matters. With a client base primarily in Pinellas County, the firm prides itself on its efficiency, often completing services in just one appointment. David A. Peek, a seasoned attorney and veteran, leads the firm with a commitment to delivering distinctive legal services tailored to each client's needs. The Legal Center emphasizes building lasting relationships with clients, as evidenced by their growing number of referrals and repeat business. Generated from the website