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Karen Flynn
CFP®
Branch Manager
220 E. Central Pkwy
Suite 3040
Altamonte Springs, FL 32701
Phone: 407-478-0374
Phone: 704-875-3332
Fax: 407-875-0189
Contact Us
Map & Directions
Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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Newsletters- Successful Women
Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.
- Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
- Small Business Dimensions
Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.
- Spotlight On Asset Management
Available quarterly, this electronic newsletter includes timely articles on current topics to help you become more informed about issues impacting your finances. It is a great resource, and offers an overview of the many asset management benefits.
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