We develop investment strategies and build financial plans designed to help our clients get what they want out of life.
As financial advisors, the work we do extends far beyond numbers – we help people lead full lives, achieve long-held goals and build enduring legacies for their families. And in the process, they become our friends. So, while understanding market dynamics and economic shifts is vital, we believe understanding who our clients truly are is just as important.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Zivney Financial Group LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Important Disclosure Information: http://raymondjames.com/smicd.htm
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