Our Firm

We are committed to providing sound financial advice to investors through comprehensive data gathering and risk tolerance evaluation.

Our work includes investment, insurance and estate planning for individuals, qualified and non qualifed retirement plans for business, as well as fund raising strategies for non profit organizations.

Frequently we uncover the need to implement techniques that require legal or specialized tax assistance.  As an organization, we are prepared to work with your legal and tax counsel implement these strategies.  If you do not have such counsel, we can provide referrals in the Orlando area.

Securities through G.A. Repple & Company, A Registered Broker/Dealer, Member FINRA, SIPC, 101 Normany Rd. Ste 101, Casselberry, FL 32707 (407)339-9090