Meeting Manners

Silence mobile devices completely during meetings and resist the urge to check notifications. Your undivided attention is a mark of respect and professionalism.

 
 

Casual Conversations at Stonewater

  • The Ultimate Christmas Gift - The Story Your Family Will Cherish Forever - Friday, June 13th - 6:30 pm

  • Creative Estate Distribution - Beyond Essential Estate Planning Documents - Friday, June 27th - 6:30 pm

For details and reservations, text or call 352-612-1000.

The Latest Episode - The Paul Truesdell Podcast

Business

Mutual Funds, Exchange Traded Funds, Unit Investment Trusts, REITS, and Business Development Companies are all forms of “bundled” financial products. Bundled financial products are not free.

Paul Truesdell