Matthew Warshaw - Raymond James

Joe Bart - Raymond James is a financial advisory firm located in Woodbury, NY. With over 30 years of experience in the securities business, Joe Bartumioli, Senior Vice President, Investments, leads a team that offers a personalized approach to managing wealth. They provide a range of services including corporate retirement plan consulting, financial planning, fixed income services, and investment solutions. As a trusted advisor, Joe Bart - Raymond James is committed to helping their clients achieve their financial goals. They prioritize building strong relationships and understanding their clients' needs, offering expert guidance and strategies tailored to each individual or business. With a focus on long-term success, they aim to provide valuable insights and support to help clients navigate the complexities of the financial world.Generated from the website

Piermont Wealth Management is a fiduciary financial advisory firm with offices in New York and Florida. With over 20 years of experience, their team of experienced financial advisors provides comprehensive financial planning services, including retirement planning, investment management, and estate planning. They work closely with clients to create personalized investment strategies that align with their goals and risk tolerance, ensuring financial stability for the future. As an independent fiduciary, Piermont Wealth Management offers unbiased advice regulated by the federal government. Their team of Certified Financial Planners and estate planning attorneys guide clients through a five-step process, from consultation to implementation, to create a financial plan that best suits their needs. With a commitment to putting clients first, Piermont Wealth Management helps individuals and families achieve their desired retirement income and maintain a high quality of life throughout their retirement.Generated from the website