What's New on South Lake!

What’s New on South Lake Avenue

Floe Financial Partners

Floe Financial Partners was founded with the goal of assisting their clients in every aspect of their financial lives. They have provided the most personal service available, aiming to earn a reputation for excellence in their industry. For each of their clients they strive to help create financial stability and security to provide financial independence. […]

Fundamental Capital Management

Fundamental Capital Management is a registered investment advisor that provides multi-manager hedge fund opportunities for accredited individuals, family offices, and institutions.

Merrill Lynch

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.  Working with their clients as strategic partners, they create and execute winning solutions, which address their clients’ most pressing strategic, financial and investment needs—anywhere in the world.

Murphy Investment Advisors, Inc.

DH Advisors

Vernon D. Baptiste, CPA

Dr. George Hanna D.D.S., General Dentistry

Services offered include routine and periodontal cleaning, cosmetic, children’s dental care and more.

Phillips & Company

During Phillips & Company’s 72 years of existence, they have provided various services to their Individual, Corporate, Partnership and Fiduciary Clients.  Services include preparation of income tax returns, tax planning, business financial planning, real estate analysis, preparation of financial statements, book keeping services and more.