Previous Page  4 / 52 Next Page
Information
Show Menu
Previous Page 4 / 52 Next Page
Page Background

4

w w w. p a l m h a r b o r c c . o r g

Comprehensive financial planning for individuals,

business owners, professionals, executives, and

retirees. Specialties include pre and post retirement

planning, tax and estate planning, and portfolio

management and structure.

Securities and investment advisory services offered through FSC SECURITIES CORPORATION, member FINRA, SIPC, and a registered

investment advisor. Additional investment advisory services offered through Klimis & Associates Advisory, Inc., a registered investment advisor

not affiliated with FSC Securities Corporation. Klimis & Associates, Inc. is not affiliated with FSC Securities Corporation or registered as a

broker-dealer or investment advisor.

35002 US Highway 19 North

Palm Harbor, FL 34684

Phone: 727.785.6584

Fax: 727.786.2098

Established 1980