Ameriprise Financial
Jay Horowitz
Financial Advisor
2650 N Military Trail, Ste 350
Boca Raton, FL 33431-6389
Ameriprise Advisor Profile
jay.j.horowitz@ampf.com
561-226-5885
Description:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner. CRPC® Chartered Retirement Planning CounselorSM. I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.
James & Surman Certified Public Accountants
Randy James CPA, Partner
Jack Surman CPA, Partner
8000 N Federal Highway, Suite 120
Boca Raton, FL 33487
JamesandSurman.com
mailbox@jamesandsurman.com
561-338-0028
Description:
With over 60 years of combined CPA experience, James and Surman, CPA can help you will all your tax and bookkeeping needs. James and Surman, CPA provides personal, corporate, and partnership tax preparation, as well as specializing in trust and estate work. Call today with any questions you may have.
