FFA Family Financial Advocates, Inc. ® |
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Affiliated OfficesFFA Family Office, Family Business Transition, Wealth Management, Trust Services, CFO/CPA, Family Business Assessments, HR, Family Therapist
283 Cranes Roost Blvd., Ste 120
Phone: 407-740-5900 Roger, Mike or Buddy Matrix Performance Consulting, Inc. Metro NY to Washington Region and Foreign
212 Commons Way
Phone: 609.683.1114 
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Family Financial Advocates® Phone: 407-740-5900 |
Securities offered & supervised through Wilbanks Securities, Inc., Member FINRA/SIPC
4334 NW Expressway, Suite 222 Oklahoma City, OK 73116 1.888.842.0202
Financial Planning and Investment Advisory Services Through Wilbanks Securities Advisory an SEC Registered Investment Advisor.
Custody through National Advisors Trust, FSB, Charles Schwab Institutional, Raymond James and RBC Capital Markets Corporation.
Wilbanks Securities has a clearing relationship through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC. Our approach is to partner with established companies, tapping into their expertise. Professional trustee services are offered by RBC Trust Company (Delaware) Limited who serves as trustee.
Investments are not guaranteed.Investment objectives,risks, charges and expenses must be considered before investing. Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate so that upon redemption client's shares may be worth more or less than their original cost.Information is available through ADV PT 2 as well as product prospectus.
Investments are not NCUA Insured. There is no Credit Union guarantee and accounts may lose value.
The Family Financial Advocates Journal , Intellectual Property The Family Values CD & A Career in Music...How To Stand a Chance, Products offered through Family Financial Advocates All Rights Reserved "The Professor Fiducio, Dr. Noteworthy, Chef Flavorio Potluck service mark used and owned by FFA.
My Family Financial Journal copyright Jan. 3, 2005 All Rights Reserved E-mail contact partner@familyadvocate.net or call admin. FFA office 407-740-5900
Copyright 2010 FFA Motto All Rights Reserved
National Advisors Trust, FSB is Certified to the ISO 9001:2000 Standard. Certificate #FS 93294 An International Measure of Quality Management Systems and Processes.
*Confidentiality Agreements prevent inclusion of a listing of financial clients.
*Confidentiality Agreements prevent inclusion of some business transition clients.
Financial services and advisory are offered at the Altamonte Springs Office only.
Other FFA locations are Family Business Succession consulting locations.