Description: As a financial services firm, we don’t see you as a number in an account book; you’re a person with wants, worries, and dreams, a person who deserves to be listened to, heard, and understood. And we can’t imagine treating you any other way.
A SOLID HISTORY
The year was 1960. The city: Orlando. The two guys were Tony Misho and Steve Reich, a couple of young successful Columbia University grads with a hunger to expand the Planned Estates product they had developed.
A COMPREHENSIVE APPROACH