Join Concierge Financial Organization for a free post tax season document shredding event on Saturday, April 18. Concierge Financial Organization is partnering with the Louise Graham Regeneration Center to securely destroy your documents. Bring a donation of canned goods for use by the St. Petersburg Free Clinic in order to take advantage of this service.
The Louise Graham Regeneration Center provides document shredding services to many organizations across our region, including the Pinellas County Sheriff’s Department and the IRS. In addition to the services offered, the center’s primary mission is to provide opportunities for adults with developmental disabilities to maximize their independence through the provision of quality life skills training, paid employment and participation in the community at large.
This is not only an opportunity to have your documents shredded but to help support the Louise Graham Regeneration Center and St. Petersburg Free Clinic.
Date: Saturday, April 18, 2015
Time: 10:00 a.m. – 12:00 p.m.
Location: 3637 4th Street North, St. Petersburg
*We’re sorry, but commercial shredding will not be accepted at this event, however, monthly on-site pick-up services are available through the Louise Graham Regeneration Center separately.
Scott has over 20 years in the financial services industry, primarily at the institutional level of a Broker Dealer and Investment Advisor with over $30 billion in assets. His corporate experience includes managing M&A activity, operations, corporate culture, and serving on investment committees. Scott now serves families and business owners by providing financial planning advice. Scott has a Bachelor of Science degree in Business Administration with a major in Finance from the University of Florida. He has also completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania. Scott is a registered representative and registered investment advisor with Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. Cummings Financial Organization, Inc is not affiliated with TFA.
Join Concierge Financial Organization for a free post tax season document shredding event on Saturday, April 18. Concierge Financial Organization is partnering with the Louise Graham Regeneration Center to securely destroy your documents. Bring a donation of canned goods for use by the St. Petersburg Free Clinic in order to take advantage of this service.
4 Special Needs 