You are not too small for us to work with you. Our average client has accumulated a nest egg of approximately $500k - $1m of investable assets. But, we are also interested and willing to help young nest egg starters, and mid-life folks who are starting over. We would be happy to discuss and/or explain any of these services.
Lisa J Montano, CPA, PA
10723 NW 19th Place Coral Springs, FL 33071
Investment advice offered through Latitude Advisors, LLC - (772) 770-1950
Latitude Advisors, LLC and Lisa J. Montano, CPA PA are not affiliated companies