Client Center

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MEET YOUR PROVISE TEAM

Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.  

If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.

Nancy Croy, CFP®

Executive Vice President

Debbi Shamley, CFP®, RSSA®

Financial Planner

Evelyn Sheridan, CFP®

Senior Financial Planner

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.