Fi­nance firm sets up in West Shore

Tampa Bay Times - - Business - Times staff

ProVise Man­age­ment Group, a Clear­wa­ter-based fi­nan­cial plan­ning and in­vest­ment man­age­ment firm, is open­ing an of­fice at 4350 W Cy­press St., Suite 225, in Tampa’s West Shore busi­ness district. ProVise has an ex­cess of 1,100 clients in more than 30 states with $1.45 bil­lion in as­sets un­der man­age­ment. “Fi­nan­cial plan­ning is more than just a one-time event,” ProVise chair­man and CEO V. Ray­mond Ferrara said in an an­nounce­ment of the move. “We take a very in­di­vid­u­al­ized ap­proach to fi­nan­cial plan­ning, work­ing closely with each client to iden­tify goals and help them plan ac­cord­ingly. By ex­pand­ing into Tampa, we think we’ll be able to help even more peo­ple meet the goals that make the most sense for their sit­u­a­tion.”

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