Clear Goals & Strategies Since 1984

CONNECT

Address:

5491 North University Drive Suite 101
Coral Springs, FL 33067

Phone:

(954) 723-0350

Fax/Other:

(954) 606-5045

Your Team

 
  • George Temel, CFP®

    Founder & President

  • Arleene Santiago

    Director Of Client Services

  • Patricia Herzfeld

    Estate and Investment Analyst

  • Jeremy Olen, CFA

    Managing Partner and Chief Investment Officer

  • Jeff Schnoebelen

    Vice President of Portfolio Consulting