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About Us

About Raymond James

Investment Philosophy

Our Team

Brian Bedford, ChFC®, AIF®, CASL®

David Korody

Martha Trumbull

Melissa Blanco

Robert Fox, CFP®, ChFC®, CLU®

Samuel Zito

Shayne Mogilski

Tamar Mogilski

What Makes Us Different

Client Access

Contact

Events

This is a Test Event

Highland Hospital Lunch & Learn - Savvy Social Security Planning

Highland Hospital Lunch & Learn - Women, Wealth & Well-Being

Planners & Plates Nominations

Webinar - Fitting Medicare into a Financial Plan

Long Term Care Webinar - The Basics

College Fair

Live Medicare Webinar: COMMON MISTAKES TO AVOID WHEN ENROLLING IN MEDICARE

Six Ways to Cut the Cost of College

Gallery

Blue Hearts

Red Wings Client Appreciating Night 2019

Filling the Medicare Gap Webinar

Locations

Naples, FL

Oswego, NY

Rochester, NY

Tampa, FL

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