Anthony F. Prieto, Jr.
Anthony F. Prieto, Jr., CFP® is President of Synergy Settlement Services. He is a frequent speaker in the southeast on the various issues involved in settlement planning and has more than 20 years experience in the financial and settlement planning industry. He specializes in:
- Comprehensive Settlement Planning
- Structure Settlements and Asset Preservation Trusts
- Public Benefit Preservation including Medicaid, Social Security and Medicare
- Lump Sum Planning including inheritance, legal settlements, proceeds from real estate and business sales
- Investment Account and Retirement Plan Distributions
- Professional Money Management
- Estate Planning
- Annuity and Life Insurance Analysis
- IRA and Self-Directed IRA Rollovers
He and his wife reside near downtown Tampa with their two daughters.