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Joey Bocci Financial - Raymond James Financial Inc.

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we take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. as the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. in fact, the more engaged you are, the better the chances that you will be able to create – and fund – the life you’ve always wanted. and we’re here to help keep everything on track. together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it. we are dedicated to continuing education and a high standard of ethics, we leave little to chance. we coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio and risk management, i

Headquarters:
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Industry:
Financial Services
Founded:
2016
Employees:
-
Annual Revenue:
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Type: Private
Ticker: -
Business PlanningCertified Financial PlanningRisk ManagementEducation InvestingCash Management and BorrowingFixed Income Bond SolutionsEstate & Charitable PlanningRetirement PlanningInvestment Management

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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