Jeffrey W. Fitz - Raymond James

Raymond James in Briarcliff Manor, NY is a trusted wealth management firm that takes a personalized approach to managing wealth, offering a high level of due diligence and service to ensure clients' financial futures. With a focus on understanding clients' whole lives, beyond just their finances, Raymond James provides tailored guidance and strategic solutions to help clients manage their wealth, preserve their assets, and build their legacies. As visionary strategists, Raymond James aligns with clients to deliver knowledge and elevate the management of their financial lives. With an experienced team and impeccable attention to detail, Raymond James offers a concierge-level client experience, handling every aspect of clients' financial lives with a nuanced and proactive approach. Whether clients are business owners, corporate executives, endowments, foundations, or family offices, Raymond James provides unique solutions and expertise to support their financial success.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

Michael Vicario is a Licensed Financial Representative with Primerica serving BRIARCLIFF MANOR and its surrounding areas.