Financial Services

Carol Grasso
825 US Highway One
Jupiter, Florida 33477

Carol Grasso
Wells Fargo Reverse Mortgages

561-741-8242
561-459-7065
carol.grasso@wellsfargo.com
Cathy Lee West
5602 PGA Blvd., Suite 105B
Palm Beach Gardens, FL 33418

Cathy Lee West
The West Agency, Inc.
Allstate Insurance

561-622-5200
CathyLeeWest@Allstate.com
Daniel Roth
110 Bridge Rd, Tequesta, FL 33469

Daniel Roth
Financial Advisor
Cary Stamp & Company

561-208-8309
561-281-2166
dan@carystamp.com
David Pahl

David Pahl
Gelbwaks Insurance Services

561-694-7923
561-254-6769
Dennis Shank

Dennis Shank
Insurance Services-Health and Life

561-228-8843
http://www.dshank-ins.com
John Andrew Jones C.P.A. PA
4580 PGA Blvd, Ste 213, Palm Beach Gardens, FL 33418

John Andrew Jones C.P.A. PA
Accounting & Bookkeeping
Tax Planning & Return Preparation
Management Advisory Services

561-408-2503
561-253-5317
john@jjonescpa.com
http://jjonescpa.com
561-408-2489
Jose Diaz-Arvesu
561-262-7525
jdiazarvesu@yahoo.com
Krisanne P. Bruce Accounting & Tax Services
15865 77th Trail N
Palm Beach Gardens, FL 33418

PBCE resident for 19yrs & tax practice (retired CPA).
For individuals & business
30 yr tax professional
PBCE owner 29+yrs

561-746-5269
561-662-2041
Luciane S. Roessler
3801 PGA Blvd, Ste 700, Palm Beach Gardens, FL 33410

Luciane S. Roessler
Financial Advisor, Portfolio Manager
Morgan Stanley Wealth Management
8349 150th Ct N

561-776-4253
luciane.roessler@morganstanley.com
P.K. Invoice Services

Judy Marron
P.K. Invoice Services
(Billing Services)

561-744-0715
Patrick E. Darling, CPA
11380 Prosperity Farms Road #212
Palm Beach Gardens, Fl 33410
561-626-4113
Ron and Kerry Mercatante EA

Ron and Kerry Mercatante EA
Accurate Tax Service

561-748-3271 Palm Beach Gardens
561-272-6600 Boca Raton

561-748-3271
561-272-6600