Cynthia Stenberg, Westshore Financial

Cynthia Stenberg, Westshore Financial With six years of dedicated service to the firm, she has cultivated a reputation for being organized, precise, and possessing a relentless work ethic.

Cindy welcomes clients who strive to have stability, balance, and direction in their financial world and offers the following products & services:
Financial Services, Stock Portfolio Management, Disability and Life Insurance, and Long Term Care Insurance. Cindy is a Managing Associate at Westshore Financial, where she merges her passion for finance, numbers, and helping people into a comprehensive

practice focused on preserving and growing wealth. Cindy acts as a strategic quarterback, bringing a "virtual family office" experience to her clients. She coordinates with a network of elite specialists to ensure every aspect of a client’s financial life is optimized. This holistic approach focuses on six critical areas:
• Smart Investment Management
• Tax Mitigation
• Legacy Planning (Caring for heirs)
• Asset Protection (From unjust claims)
• Maximizing Charitable Impact
• Optimizing Business Succession

Cindy offers a full suite of financial products and services, including:
• Investment Portfolio Management and Savings Strategies
• Retirement Planning
• Business Planning and Exiting Strategies
• Protection Solutions: Life Insurance, Disability Insurance, and Long-Term Care Insurance
• Accumulation and Distribution Products: Fixed and Variable Annuities
• Financial Organizational Tool: The Living Balance Sheet

“Your work is going to fill a large part of your life, and the only way to be truly satisfied is do to what you believe is great work. And the only way to do great work is to love what you do.”
- Steve Jobs


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Davis II Companies LLC is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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The Federal Reserve cut interest rates by a quarter point in September — its first move of 2025. The Fed also signaled t...
10/08/2025

The Federal Reserve cut interest rates by a quarter point in September — its first move of 2025. The Fed also signaled two more reductions could follow before year-end.

The decision:
➡️ Puts the federal funds rate in a new range of 4.00%–4.25%.
➡️ Came amid slowing job growth and inflation that remains elevated.
➡️ Was supported by 11 of 12 voting members, with one dissenting in favor of a deeper cut.

Fed Chair Jerome Powell described the move as “risk management,” noting that downside risks to employment have increased. Markets and Treasury yields reacted with volatility as investors weighed the Fed’s path forward.


Source:

The Federal Reserve on Wednesday released its decision on interest rates and updated its economic projections.

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Actually just took up tennis and love it! Any advice on a racket??
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“The pessimist sees difficulty in every opportunity, the optimist sees  opportunity in every difficulty”
- Winston Churchill

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Looking for an easier way to accomplish your savings goal? I would love to meet and show you how to develop a plan to ma...
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Looking for an easier way to accomplish your savings goal? I would love to meet and show you how to develop a plan to make this a reality.
#727-244-8210

03/01/2021

businessinsider.com

Address

4200 West Cypress Street Suite 700
Tampa, FL
33607

Telephone

+17272448210

Website

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