Do you share fees with the professionals you refer?

No. We often get asked to recommend professional and other services. We never accept commissions or fee splits from those we recommend. 

The professionals listed on this page are not affiliated or registered with Cetera Advisors LLC. Any information provided by them is in no way related to Cetera Advisors LLC or its registered representatives.



Scott E. Abolafia CPA, PA
At Scott E. Abolafia CPA, PA, they have experience in a wide range of financial and business services, and as CPA's, are required to stay abreast of the latest changes to the taxation laws and business climate. For more than thirty years, Scott E. Abolafia CPA, PA have built a reputation for accurate, reliable accounting practices. 

Palemero, Landsman and Ross P.A.
Serving clients locally, in all 50 states and internationally for over 32 years, Arthur Palermo, Jr. has created a reputation for offering exceptional client services. Palemero, Landsman and Ross P.A. are proficient in tax, business, QuickBooks and individual services.

Mary E. Prados, CPA
Mary E. Prados, CPA has practiced accounting in Florida for over 34 years. Her expertise is extensive, including federal, state, and local taxes for individuals, partnerships, corporations, s corporations, LLCs, REITs, estates, trusts, and more. She performs comprehensive income tax planning and corporate financial planning, both domestically and internationally, and has successfully represented taxpayers in federal, state, and local courts.

Mark Scott, J.D., LL.M., Kaufman Rossin
Kaufman Rossin is one of the largest CPA and advisory firms in the U.S. and has been named the “Best Accounting Firm to Work For” among large firms. They have represented Florida businesses for more than 50 years and served international clients in dozens of countries. Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries. In addition to developing estate plans, Mark provides clients with gift tax planning, trust tax planning, and estate and gift tax return examination services. He enjoys the sophisticated challenges offered in the nonresident noncitizen and offshore trust planning regimes.

Aging Support & Services

Alliance for Aging
Alliance for Aging is a non-profit organization offering a wide range of services and information to older persons in Miami Dade and Monroe areas.

GoGo Grandparent Transportation
Order rides, grocery delivery, pharmacy delivery, meals, home chores and more by calling our convenient phone number. We intercept GPS issues, driver communication troubles and more to oversee trips from request to fulfillment with 100% reliability.

Wanda Gozdz, Golden Age Living, LL
Golden Age Living, LLC provides Aging in Place, Training and Personal Information Management services to help retirees, seniors, and their families change or adapt their living environments to be safe, barrier-free and convenient.

Corrine Markey, Personal Affairs Management Group/The Seniors' Answer
Founded by Harvard educated Corrine Markey, The Seniors’ Answer® provides “Concieaging”® services that is the answer to your family’s well-being. We are your everyday full-service manager who like a family member says “yes” not “no.” We offer families a “one-stop-shop” for your loved-one whether it’s day-to-day or when crises arise – we are there.

John Moore, In-House Transfers
In House Transfers is a moving consulting company that can arrange local professionals and resources to perform the following services well: fulfilling the requirements of seniors and retired persons; arranging for local and nationwide moving; packing and unpacking; in house transferring of furniture and appliances; property management; estate liquidation; and hurricane preparations.

Jackie Murphy, J. Murphy Executive Services
Jackie Murphy provides the highest quality assistance with personal property settlement, facilitating the process for professionals who benefit from outsourcing and individuals needing assistance in times of transition. J. Murphy Executive Services handle some or all the details of personal property matters: securing property and pets, complete inventories, marshaling financial documents, appraisals, shipping, transporting and securing valuables, preparing real estate for sale and documentation.

Papa: Family On-Demand
Papa pairs older adults and families with Papa Pals for companionship and assistance with everyday tasks. We offer programs to health plans, providers, employers, and consumers.

Silver Bills: Concierge Household Bill Manager
Marci Lobel-Esrig, Esq. Founder, CEO and General Counsel
For a reasonable flat monthly fee, SilverBills receives, scrutinizes, stores and ensures clients' bills are paid correctly. Clients are paired with a dedicated Account Manager whom they can speak to on the phone. SilverBills employs high-tech software and fraud monitoring but clients do not need to use a computer. SilverBills has been trusted by families and professionals throughout the United States since 2014 and is fully insured.


Assisted Living & Home Health Services

Tessie Garcia, BSN, RN, Prestige Home Care Services of Broward Inc.
Prestige Home Care Services of Broward Inc. believes in the healing benefits of a patient receives while being treated in the comfort of their own home. Most patients can be treated cost-effectively while achieving the psychological and sociological benefits of in-home treatment.

Larkin Home Health Services, Inc.
305-284-7734Larkin Home Health Services, Inc., is a Medicare and Medicaid Certified State Licensed Agency. Their company is operated in compliance with guidelines set forth under state and federal regulations. The nurses are licensed with practical experience and come with excellent references. The prospect of caring for aging family members can be overwhelming. At Larkin Home Health Services, Inc., they help to put your mind at ease by providing a professional, compassionate caregiver.

Marta Alonso, Mirabelle Dadeland (Director of Business Development)
Mirabelle provides residents with a lifestyle focused on wellness and meaningful social connections. Our independent living, assisted living, connected living, and memory care options allow us to provide individualized care and assistance for everyone who calls our community home.

Michael Brodie Senior Placement
Michael Brodie Senior Placement provides seniors, families and caregivers with the knowledge and experience to make an educated decision, with compassionate care and follow up to ensure their decisions lead to their highest quality of life, safety, and satisfaction.

Wendie Nemeroff, Masada Home Care, Inc.
Masada Home Care, Inc. gives those who require home care assistance and personalized support with the option to stay at home or postpone or even eliminate their need to move into a residential care or nursing facility. Masada is a licensed non-profit home care agency in Miami-Dade County, employing Registered Nurses, Home Health Aides, Certified Nursing Assistants and Companions who are trained to provide quality care. Their staff provides a range of services for our clients as well as peace of mind for those who care about them.

Vi at Aventura
Just miles from both Miami and Fort Lauderdale, our community’s residents can take advantage of south Florida’s vibrant arts, culture and culinary scenes. Each of our extraordinary residents enjoys retirement in their own unique way. We’re dedicated to creating remarkable experiences every day, from your morning yoga class to your five-course gourmet dinner.


Attorneys/Legal Services

Andrew Bellinson, Esq.
Bellison Law Firm is an elder law firm that has key insights into, compassion for, and sound strategies for our aging population and those serving as caregivers. With a strong background in finance and elder law, Bellinson has helped thousands navigate the complex issues related to caring for a loved one during a law career spanning almost 20 years.

Laura Bourne Burkhalter, Esq.
Laura Bourne Burkhalter is an experienced estate planning attorney with a focus on helping all her clients with comprehensive plans to protect family and property. Her practice also focuses on probate, trust and guardianship litigation, and probate, guardianship and trust administration. Additionally, Ms. Burkhalter handles all appellate matters related to probate, trust and guardianship litigation.

Fuller Lawyers, P.A.
If you have any issues with wrongdoing, concerning any kind of assisted facility. Fuller Lawyers, P.A. offers personal injury, financial fraud, nursing home neglect, unpaid overtime or wages, retaliatory discharge, premises liability, wrongful death, motor vehicle accidents and Qui Tam (whistleblower) services. Please get in touch with Allen Fuller.

Robin King, Esq.
Office: 954-610-6713  Mobile: 954-610-6713
Robin concentrates her practice on estate planning, guardianship, probate, and trust administration.  She works in both Dade and Broward counties. A Martindale-Hubbell AV® Preeminent™ rated attorney, Robin works with LGBT families regarding all types of estate planning issues and also drafts pre- and post-nuptial agreements.

Jason Neufeld, Esq. | Elder Needs Law PLCC
Elder Needs Law provides strategies to preserve your assets and pay for long-term care including Medicaid planning. Other specialized services including assisting clients with estate planning, probate, and guardianship.

Stephanie L. Schneider, Esq.
Stephanie L. Schneider, Board-Certified Elder Law Attorney, is recognized locally and nationally as an elder law expert. She has been recognized in the South Florida Legal Guide and SuperLawyers as a top elder law attorney. Bar Admission: The Florida Bar, 1991.

Michael S. Tobin, Esq. | Tobin & Associates

Michael Tobin leads a successful real property law firm that cares for the individual needs of clients, representing clients in all types of real property matters. He is the current President of the North Dade & the Beaches Real Estate Council

Elizabeth F. Schwartz, Esq.

Elizabeth F. Schwartz has been practicing law since 1997 and is a nationally recognized advocate for the legal rights of the lesbian, gay, bisexual and transgender (LGBT) community. She is the author of the book Before I Do: A Legal Guide to Marriage, Gay and Otherwise. While her firm equally works with straight and gay clients in matters of family law, estate planning, and probate, she has been at the forefront of providing crucial legal protections for LGBT families.


College Planning

Beth Barteletti, International College Counselors: Expert Strategies for Admission
A personal college advisor can provide the individualized attention any student needs to properly tackle the graduate or undergraduate college admission process. Whether your student is the first person in the family to go to college or comes from a long line of Ivy League graduates, the dedicated advisors at International College Counselors can give your student the tools to find and get into the college of his or her dreams.

Computer Services

Craig Strang-Thompson, EASICOMM
EASICOMM, (a division of EASI Computers, Inc.) is a veteran owned business serving South Florida since 2000. Craig is a decorated veteran who brings his military acumen and the culmination of over 30 years experience in technology design, sales, marketing and business development fields. Offering technology support, data backup and recovery services, managed services, corporate imaging, web design, and social media marketing.

Home Financing

Pamela Kirkpatrick, Finance of America Reverse LLC
Finance of America Reverse LLC (FAR) is a lender that is deeply committed to empowering adults age 62 and over with the tools they need to pursue financial independence.


William H. Warren, Benefits Design Resources (BDR)
Benefits Design Resources (BDR) offers a broad variety of insurance products designed to meet the needs of individuals and businesses throughout South Florida, including life insurance, medical insurance, and more. Our staff is made up of brokers, not agents. Agents have no choice; they must select insurance products from the single company they represent. Brokers have the freedom to choose policies from a variety of companies … a key difference when considering the right policy for your needs. 

Medical Professionals

Joel E. Vaccarezza, DDS
305-757-6991Joel E. Vaccarezza, DDS is a practicing Dentist in Miami Shores, FL. Dr. Vaccarezza accepts multiple insurance plans including Dental Network of America, Guardian Dental and Ameritas.