Gregory Perrone

Background

About Gregory Perrone

At The Shoppes of Citrus Hills - Raymond James, we prioritize building long-lasting relationships with our clients. Our mission is to help you create a future centered around the values and goals that matter most to your everyday life. Whether you’re seeking to relieve financial stress or secure your financial future, our dedicated team is here to guide you through the complexities of life’s financial journey. We specialize in comprehensive, values-aligned money management and financial planning for- Individuals and families - Small and mid-sized business owners - Those approaching retirement or already retired - Clients who may stop by after visiting our neighbor, Publix Super Market Additionally, we are passionate about working with the next generation of investors, to help ensure they are well-prepared for their financial futures. With a commitment to making a positive difference in our clients' financial lives since 1998, I have spent the last 27 years assisting individual investors in defining their financial goals. I focus on formalizing meaningful plans, implementing strategies, and continuously monitoring progress, making adjustments as needed to ensure a successful outcome for each client. We believe in empowering our clients with a thorough understanding of their financial situation at every stage of their journey. Your financial literacy is our priority, and we strive to provide clarity and confidence in your financial decisions. LET'S CONNECT IF YOU- Are considering consolidating accounts - Manage a business retirement plan (401(k), 403(b), Defined Benefit, etc.)- Need assistance with college funding - Are receiving an inheritance, settlement, or proceeds from a sale - Have recently experienced a divorce or loss and seek financial guidance - Are new to the area and looking for a local advisor - Feel uncertain about your insurance coverage - Would like a second opinion on your financial situation and goals Important Disclosure Information: Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Shoppes of Citrus Hills not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm