At Moisand Fitzgerald Tamayo, it is our intent to be regarded as the “wise choice of many alternatives” for financial advice. We believe our firm’s strength comes from our team approach and the passion with which we serve our clients. Our truly independent business model gives us the freedom to look at products and strategies from an objective, even skeptical, viewpoint. We strive for excellence by staying focused on a simple yet powerful fact: each client is unique and has their own definition of financial success.
Our efforts have helped us achieve significant recognition over the years. The following is a partial list of the achievements of the Moisand Fitzgerald Tamayo team:
Preparing a sound financial plan can help to ensure you will be ready for whatever lies ahead. Uncertainty in the financial markets makes having an advocate for your family’s unique interests essential.
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