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.