Raymond James Financial Services, Inc. Vicki Mannarino, CFP, CEBS, CDFA Category: Financial Planning Consultants
|
 |
Company representatives
Phone: 440 516-7550
Vicki Mannarino, CFP, CEBS, CDFA, Registered Principal
About Raymond James Financial Services, Inc.
Financial Planning and Investment Management
I partner with my clients to help identify goals, gather and review financial data and establish a comprehensive financial plan designed to be flexible to adjust for life's changes.
Professional Asset Management, Early Retirement Rule(s) 72(t) & 72(q), structuring "Personal Pensions" for retirement income, Tax Reduction and Risk Management.
As a Certified Employee Benefits Specialist, I provide planning and guidance for Corporations and Business Owners of closely held companies in the areas of Business Continuation, Executive Compensation, Stock Option Planning, Restricted Stock Sales, Net Unrealized Appreciation (NUA) and Qualified Retirement Plan Design & Administration.
Products and Services
- Financial Planning
- Investment Management
Opening Hours
Saturdays and evenings available by appointment.
- SundayCLOSED
- Monday9:00 AM to 5:00 PM
- Tuesday9:00 AM to 5:00 PM
- Wednesday9:00 AM to 5:00 PM
- Thursday9:00 AM to 5:00 PM
- Friday9:00 AM to 4:00 PM
- SaturdayCLOSED
Business categories
- Retirement Planning Services
- Investments
Employees
2 to 4
Years In Business
28
Additional information
Vicki Mannarino, Registered Principal, CFP - Certified Financial Planner, CEBS - Certified Employee Benefits Specialist, CDFA - Certified Divorce Financial Analyst
Rating
Browse U.S. states for Financial Planning Consultants
