"Personal attention with a team philosophy." That is the perfect description of Smathers Financial Group. You will have a personal adviser with the support of a knowledgeable team with strengths in every aspect of financial and estate planning: Women in Transition, Comprehensive Financial Planning, Comprehensive Estate Planning, Life Insurance, Social Security, Medicare and the like.
At Blackston Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investment and insurance products and services, to help you address your financial needs and concerns.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the The Villages, FL area, Michael Fraher will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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I used to be a Dave Ramsey Smartvestor. I continue to offer family financial coaching (Pro Bono). I am also market Legal and Identity/cyber security protection services.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the The Villages, FL area, Steven Van Voorhees will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
We are an independent, boutique, high-end wealth planning firm that works with high-net-worth individuals. Our process has identified that there are five key areas that, when addressed properly, lead to a feeling of confidence and clarity in retirement. Our process is customized to your specific situation, based on your goals and concerns.
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