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West Palm Beach Financial Advisors
Amazon Investment Group, Inc.
301 Clematis Street, Suite 3000
West Palm Beach, FL 33407
Advisor Profile
Name: Lara Coates
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Business Description
An Independent Investment Advisory Firm specializing in Fixed Rate Investments and alternatives to Bank CD's. We cater to the senior community and pride ourselves on our reputation for excellent customer service and personal, one-on-one, consultations and account servicing.... either in our downtown West Palm Beach office or in the comfort of our clients home. As an independent firm we do not have any proprietory products and will shop all the major carriers to find the right product to suit a clients individual needs. Specializing in Life Insurance, Fixed and E.I.A. Annuities, Immediate Income Annuities, Long Term Care Insurance, and 401 (k) Rollovers. We also work closely with a trusted team of local Real Estate advisors, Tax Preparers, Mortgage Consultants and Estate Planners and will be your primary contact for all your financial needs. Excellent list of both local and Nation-wide references available upon request. Over thirteen years experience serving the Palm Beach county and surrounding areas.
 
 
 
Prepared By: Lara Coates
Most Recent Update: 05/22/2008