Morgan Stanley

Rafael Cruz, a private client financial advisor at Citizens Wealth Management in Fort Lauderdale, offers a collaborative and comprehensive approach to financial planning, tailored to meet the unique needs and goals of individuals and families. With a dedicated advisory team, Citizens Private Client assists clients in developing personalized financial strategies and adjusting them as life circumstances evolve. The services at Citizens Wealth Management include customized financial planning, expert advice from certified professionals, and exclusive rewards for members. Clients benefit from a commitment to understanding their financial journeys while accessing specialized lending discounts and higher savings rates. Generated from the website

In 1990, Steven Templeton left a large international accounting firm to start Templeton & Company in Royal Palm Beach. He grew the firm based on his relationships and earned additional work from key clients based on unwavering dedication to quality deliverables. Since then, the firm has moved its headquarters to downtown West Palm Beach and opened an office in downtown Fort Lauderdale. Steve continues to be involved with the firm’s day-to-day operations, and has built a team of professionals dedicated to serving clients efficiently with the same dedication and vigor as when the firm opened. The firm consistently ranks among the top accounting firms in South Florida, and is nationally recognized for its people and quality of service.

Guarantee Insurance, based in Fort Lauderdale, FL, provides insurance services to individuals and businesses seeking coverage for various needs. The company offers a range of insurance products tailored to meet the specific requirements of their clients. With a focus on customer satisfaction and financial protection, Guarantee Insurance strives to deliver reliable and comprehensive insurance solutions. Their experienced team is dedicated to assisting clients in finding the right insurance coverage for their unique circumstances. Generated from their business information