We have continuity
PLANNED TO HELP PROTECT YOU FROM AN ADVISOR TRANSITION AND PROVIDE QUALITY, SEAMLESS SERVICE.
“I still feel like a kid. I believe I still work harder than my peers (but it’s more fun today!). After two years with Fidelity, Michael Carbone has now been with me for nearly eight years. He reminds me of a better version of a young me – he’s way ahead of where I was 10 years into the financial services industry. Of course, he had a great mentor… Carole Alexander calls him “Carbon Copy Carbone.” – Larry Eppolito | President, EFS, LLC.
“I’m extremely fortunate for the opportunity to eventually succeed Larry and take over the firm. I don’t think he’ll ever truly “retire” but I’m sure he’ll be happy to go down to a 4-day week at some point! … I truly love what I do, and care deeply for our clients. Some of our clients have been with us for going on 4 decades. They shouldn’t have to worry about “finding somebody else” at some point during their lifetime. I plan to be around for a long time and will soon be taking on a junior partner to help ensure our future clients and their children will be served for lifetimes to come.” – Michael Carbone | Financial Advisor, RJFS
