In 1999, Frank & Charlie created Nutmeg Investment Group, Inc., An Independent Firm and affiliated with Raymond James Financial Services, Inc., Member FINRA/SIPC. Between them, Frank & Charlie have more than 50 years experience in the financial services industry.

The focus of their professional practice is:
1) Retirement Income Planning for individuals and Retirement Plans for small businesses.
2) Estate planning with an emphasis on Long Term Care Insurance and Trust strategies.
3) Fee based investment advisory services.

The investment landscape is always changing. Frank & Charlie have the experience and insight to help clients make sense of current market conditions. Moreover, they give clients the ability to make appropriate adjustments to their changing priorities and needs. We stand ready to assist you with a broad and deep number of resources offered through Raymond James Financial Services.

• Asset Allocation
  Asset allocation versus diversification - what's the difference?
• Asset Management
  Discover the benefits of professional asset management.
• Estate Planning
  Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning
  Your financial future is important. Don't trust it to just anyone.
• Mutual Funds
  Your purchasing power at work.
• Retirement Planning
  In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks
  How do stocks fit into my financial plan?
• College Planning
  What will it take to deliver the dream?
• Bonds
  Are bonds right for you?
• Mortgage Center
  Innovative residential financing options for our investor clients.
• Identity Theft
  The more you know about identity theft, the better you can protect yourself.
• 401(k)
  What to expect from your 401(k) advisor.
• Insurance and Annuities
  Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options
  Strengthen your portfolio without stretching your finances.
• Freedom Account
  Managed accounts with the flexibility to meet your investment goals.
• Investment Banking
  Serving the capital and advisory needs of today's middle-market companies.

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