Are you looking for a professional, customer-centric financial advisor you can trust? The Intracoastal Group at Raymond James provides customized financial planning for every area and stage of your life. They offer informative sessions that teach about smart financial planning. The next event is this month at Morton’s in West Palm Beach. Read on for more details!
Name of Business:
The Intracoastal Group
Name of Owners/Operators:
Thomas Fragale AAMS™, Sam Rine & Patricia Sans
Business Service Area:
Florida
What the Business Does:
Wholistic Generational Financial Planning
How the Business Got Started:
In 2016, Thomas, Sam and Patti partnered to become The Intracoastal Group. Recognizing how each of our expertise would complement one another, it was a no brainer. Between our faith and drive to provide top tier service, the Intracoastal Group is excited for the years and decades ahead.
Business Niche or Specialty:
Tailored generational business and family financial planning
What Sets the Business Apart:
We offer a tailored financial planning process alongside our proactive business model, designed to support you and your family for generations to come.
Ideal Clients:
Those who understand the value of professional partners.
Contact Information:
(561) 366-4654 OR Thomas.Fragale@RaymondJames.com
Website:
raymondjames.com/intracoastalgroup
Business Address:
222 Lakeview Ave, Suite 1100, West Palm Beach, FL 33401
Upcoming Events:
March 21st, The Morton’s Steak House : 5-6:30pm
“Raymond James & Associates, Inc. member NYSE/SIPC.
Please visit http://raymondjames.com/smrja.htm for Additional Risk and Disclosure Information. Raymond James does not accept private client orders or account instructions by email. This email: (a) is not an official transaction confirmation or account statement; (b) is not an offer, solicitation, or recommendation to transact in any security; (c) is intended only for the addressee; and (d) may not be retransmitted to, or used by, any other party. This email may contain confidential or privileged information; please delete immediately if you are not the intended recipient. Raymond James monitors emails and may be required by law or regulation to disclose emails to third parties.
Investment products are: Not deposits. Not FDIC Insured. Not guaranteed by the financial institution. Subject to risk. May Lose Value.
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Real Estate Services
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