Hello. This is Austin Ferlita with Drew Capital Group! I wanted to reach out and let you know what to expect in your upcoming visit to our office. This first meeting is a chance for you to get to know us as well as for us to get to know you and see if we are a good fit for each other. This conversation should last about an hour or so, and we will focus on your short and long-term goals, where you are financially, and where you’d like to be. You’ll also learn who we are, who we work with, and how we are different and what we do for our clients. Please bring any information you feel is relevant to this conversation such as your current investments, recent tax returns, debts, and income. Please let us know if you have any questions. I look forward to meeting you soon! Thanks!
15316 N Florida Ave
Tampa, FL 33613
Toll free: 1.833.DREWCAP
Schedule a Consultation
We offer a complimentary consultation to assess your complete financial picture and some next steps for you to consider.