Moisand Fitzgerald Tamayo, LLC

At Moisand Fitzgerald Tamayo, LLC , we are more than just financial advisorswe are your dedicated partners in achieving financial security and long-term success. Our firm is built on six key differentiators that set us apart from other advisors: 1. Fiduciary Duty We are fiduciaries, which means we are legally obligated to act in your best interest in every aspect of our relationship. Unlike other firms that may switch hats to sell products under a lower standard, we are committed to eliminating conflicts of interest, ensuring that our loyalty remains solely with our clients. 2. Comprehensive Tax Planning and Preparation We go beyond investment advice to offer thorough tax planning and preparation services. With two CPAs and six Enrolled Agents on staff, we provide expert tax advice and representation before the IRS, helping you keep more of your hard-earned money. 3. Real Financial Planning Financial planning at our firm is an ongoing, comprehensive process. We address all aspec...