USPS Collection Box - Blue Box

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. Generated from the website

Professional Fiduciary Services, LLC, founded by Darby Jones, offers reliable and independent fiduciary services tailored to meet the diverse needs of individuals, families, and organizations. With a background as both a Trust Officer and estate planning attorney, Ms. Jones identified a critical demand for trusted fiduciaries, especially for individuals without close relatives or those in special circumstances. The company provides a range of services including acting as an agent in a Power of Attorney, independent trustee, professional guardian, and personal representative of estates. Ms. Jones emphasizes the importance of communication and professionalism in her role, ensuring that every client receives the sensitivity and personal service their unique situation requires. Generated from the website