Rick Cfp's Contact Details

Rick Cfp's Company Details

Latitudes Financial Strategies

Windermere, Florida, United States • 1 Employees
Financial Services

At Latitudes, we believe that you deserve more than a mass marketed financial formula and are fierce advocates for the individual investor! We are small by design, built to reflect our values, and we are passionate about listening to our clients and providing outstanding service.We believe in open and transparent fees and take an attitude of Servant Leadership to our clients. There is no more important phrase in our office than, "(client name) needs ___." We drop everything when that phrase is heard and get it done. We love our clients like family and believe there is no greater calling than to help them pursue their financial goals.If you are looking for a firm that is experienced, professional and easy to talk to, we are a good match. We believe relationships are not transactions, investment products are not as important as understanding our clients, and investors deserve to have their money managed by people who take the time to listen to them!Lastly, who is Maggie? Maggie is our young Old English Sheepdog. She is smart and full of mischief. She comes into work most mornings where she spends her time inspecting the office and roaming the mean streets of Windermere when she needs a break. She has filled our empty nest.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org).Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.