Frezza Tax And Financial Services
Frezza Tax And Financial Services (CRD# 137357) is a financial advisory firm headquartered in Orlando, FL. They manage $11,882,212 in 178 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts178ACCOUNTS
Average Account Value$66,754
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Anthony Frezza (CRD# 2701246) is an Investment Advisor Representative working at Frezza Tax And Financial Services in Orlando, FL and has over 22 years of experience in the finance industry. Anthony Frezza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mitchell Herold (CRD# 6719822) is an Investment Advisor Representative working at Frezza Tax And Financial Services in Orlando, FL and has 1 year of experience in the finance industry.