Orlando, Fla. – July 31, 2007 –Central Florida-based wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, was named to Orlando Business Journal’s list of largest financial planning firms.
The list ranks the leading firms based on number of clients served. With 320 client relationships in 2006, Spraker, Fitzgerald, Tamayo & Moisand’s five certified planners kept client ratios low and saw 23 percent growth from 2005.
"Our firm stays focused on providing exceptional service while growing client portfolios," says Dan Moisand, Certified Financial Planner and principal of Spraker, Fitzgerald, Tamayo & Moisand. “By maintaining a low number of client-to-planner relationships we can continue to provide customized results.”
As one of six “fee only” firms noted on the list of twenty five, Spraker, Fitzgerald, Tamayo & Moisand had the second largest assets under management with an average account size of almost $700,000.
Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $230 million. They operate out of offices located in Maitland and Melbourne and can be reached at 407.869.6228 or online at www.SprakerFitzgerald.com.
About Spraker, Fitzgerald, Tamayo & Moisand, LLC
| Melbourne Office: 6767 N. Wickham Road Suite 400 Melbourne, FL 32940 Tel: 321-253-5400 Fax: 321-757-3344 |
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