Broker Check

Team

Papa & Kaczor Financial Specialists is recognized for its reputation of excellence.   Located in Longwood, Florida, our team continues to pride itself on delivering tremendous value to our clients throughout Central Florida and beyond.  Our high retention rate confirms our belief that clients appreciate a relationship build on integrity, quality advice and follow-through.

We are successful at what we do because we consistently meet our client needs.   We love what we do and we are passionate about helping others.   No matter where you are in your life, we will be there to help you create your financial destiny.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Here are key questions you should ask yourself and we can help you address:

  • Are you confident you are on track for a successful retirement?
  • What is your Investment philosophy?
  • Are you minimizing your federal and state income taxes?
  • Are you adequately insured for the unexpected?
  • Does my advisor understand the needs of my financial situation?
  • Does my advisor understand the tax implications associated with my investments?
  • Does my advisor explain his or her recommendation in a clear & concise manner?
  • Does my advisor personally contact me at least once during the year about my investments?
  • Does my Advisor look out for my best interest?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

John B. Papa, CPA, MBA, CFP®

Certified Financial Planner Professional

(407) 875-3331

407-875-9911

john.papa@ceterafs.com

John B. Papa, CPA, MBA graduated Magna Cum Laude from Saint Francis University earning a Bachelor of Science in Business Administration with a concentration in Accounting. He also graduated Magna Cum Laude earning his Masters Degree in...

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Pauline V. Kaczor, MBA, CPA

Tax Consultant Professional

407-875-3331

407-875-9911

Pauline.Kaczor@ceterafs.com

Pauline V. Kaczor, CPA, MBA graduated Summa Cum Laude from Saint Francis University. She also graduated with Honors from Rider University earning her Masters Degree in Business Administration with a concentration in Finance. She became...
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