Home Page
About Us
About Raymond James
Investment Philosophy
Our Team
Brian Bedford, ChFC®, AIF®, CASL®
David Korody
Hannah Trumbull
Martha Trumbull
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
Subscribe to Our Newsletter
Our Clients
Families & Individuals
Pre-Retirees
Retirees
Women Investors
Resources
Articles
How-to Videos
Legacy Webinars
Market Commentary
Raymond James Webinars
The Smarter Retirement
Videos
Services
Account Aggregation Services
Banking & Lending Solutions
Corporate Financial Educational Services
Invest
Asset Allocation Strategies
Fixed Income Services
Investment Strategies
Portfolio Management
Sustainable Investing
Our Process
Plan
401(k)/403(b) Plan Participant Investment Services
Charitable Giving
College Funding
Estate Planning
Fee-Based Financial Planning
Financial Planning
Longevity Planning
Pre-Retirement Planning
Social Security Planning
Special Needs Planning
Protect
Insurance Planning
Long Term Care Insurance
Medicare Planning
Trust Solutions & Services
Testimonials
Add Testimonial
Tools
Calculators
Bene RMD
Budget
College Planner
IRA Contribution Calendar
LTC Calculator
Mortgage Payoff Calculator
Net Worth Calculator
RMD
Roth Conversion
Social Security
Systematic Investing
Tax Deferred Vs. Taxable Investing
Financial Quizzes
Investing Quiz
Life Insurance Quiz
Long Term Care Quiz
Medicare Quiz
Social Security Quiz
Podcasts
Retirement Planner
