Hall of Fame Wealth of Raymond James - St. Petersburg (FL)

Boxy Cat I have known Rocco since last year. Friendly, client oriented financial specialist. Professional!!! It would be better if I met him five years ago. All retire persons must see Rocco.

frank falcon Very grateful for the good service.

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.

Mary Lou Vrabel Just want to thank you for the opportunity to work with your company’s representative, Mark Augustsson. I have been doing business with him for well over a year, and he never disappoints. He is always professional and comes prepared. He has helped me tremendously in choosing a Medicare plan that works best for me, and saves me money at the same time. I was also able to apply for and get a whole life insurance policy for a reasonable cost. I have referred him to others and will continue to do so. Thanks again for making the choices easy.

Darren & Jennifer Schendel I’ve known Kevin McCarthy since 2002, and he has always been a trustworthy and knowledgeable financial advisor. He genuinely cares about his clients and takes the time to provide thoughtful, personalized guidance to help them reach their financial goals. Kevin is also a true family man, working alongside his spouse, Diana McCarthy. Together, they make a fantastic team that is friendly, professional, and great to work with. Their dedication to their clients is evident in everything they do. Whether you’re planning for retirement, building wealth, or looking for financial advice, Kevin and Diana are a team you can trust. Highly recommend!