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DRT Financial Advisors is a full-service financial firm located in DeLand, Florida. They offer tax, accounting, financial planning, and investment services through a team of dedicated Certified Public Accountants (CPAs) and Certified Financial Planners (CFP®). The firm emphasizes a long-term, relationship-focused approach, avoiding aggressive sales tactics and complicated jargon.
Key points from the webpage:
- DRT Financial Advisors aims to provide clients with a comprehensive view of their financial health by consolidating services in one firm.
- They prioritize building long-term, mutually beneficial relationships and offer guidance without pressure or upselling.
- The firm provides a simplified approach to financial planning, helping clients navigate a wide range of financial products and services.
- There is a Financial Planning Questionnaire available for download to help clients map out their financial future.
- Prospective clients can schedule a free consultation via email.
- DRT is regulated by the State of Florida and registered as a Licensed Registered Investment Advisor.
- Through an affiliation with CPAlliance, they offer various investment and retirement solutions, including trust services and account management.
- Contact information and office hours are provided for their DeLand, FL location.
Overall, the page emphasizes the firm’s client-centered philosophy and expertise in creating tailored financial plans to foster clients’ financial confidence and stability.
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