Welsh & Associates

ProVise Management Group takes a long-term approach to money management rather than focusing on quarterly results. By taking a historical perspective, the company potentially avoids the mistake of micromanagement. It is a subsidiary of National Financial Partners, which is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network with more than 1,800 producers in nearly 45 states and Puerto Rico consisting of more than 160 owned firms and over 210 affiliated third-party distributors, which specialize in life insurance and wealth transfers, corporate and executive benefits and fee-based financial planning. ProVise Management Group is located in Clearwater, Fla.

Raymond James, headquartered in Largo, FL, is a renowned global financial services firm offering trusted advice and sophisticated strategies to individuals and institutions worldwide. With a dedicated focus on understanding the unique complexities of each client's life, Raymond James advisors provide a wide range of resources and specialized expertise to assist clients in planning for their financial future. 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