WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bradenton, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Bradenton, Florida | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| David Appleby Assurity Financial Group |
Assurity Plaza, Bradenton, FL 34208 |
(941) 739-5006 |
| Evan R. Guido The Evan Guido Group I Wealth |
8225 Natures Way #119, Lakewood Ranch, FL 34202 |
(941) 500-5122 |
| Brian Glickman Brian E Glickman CPA, RFC, PFS |
2975 Bee Ridge Rd Suite C Room 4, Sarasota, FL 34239 |
(941) 922-3772 |
Qualifications
CRD# 3259135
FirmCRD# 143451
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee
Office Location
Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton,
FL 34208
Phone Number
(941) 7395006
Assurity Financial Group is a transparent fee-based fiduciary with a moderate risk growth investment strategy for those like you in or approaching retirement. As an Independent Registered Investment Advisors (RIAs) your unique, often complex, financial needs are served with customized solutions since we are not tied to any particular family of funds or investment products; this fact allows for greater choices in achieving your retirement lifestyle goals. Financial credentials matter when selecting a partner for your retirement strategy, so allow us to educate you about the ones we have earned in the effort to serve you as best possible. Many clients find us initially due to our expert tax credentials as IRS Enrolled Agents which is a clear advantage when considering the longevity of your retirement nest egg. We prevent the number one drain on your assets, income taxes during retirement. With an A+ rating from the Better Business Bureau and a pristine record since our establishment in 2002, we sincerely hope to earn your trust through a free exchange of ideas and create the peace of mind so your only worry is what to do with your time while retired; the numerous client reviews and testimonials from people like you illustrate this significant benefit of choosing Assurity Financial Group.
Qualifications
CRD# 4418691
FirmCRD# 39-1236032
Series 7, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions
Office Location
8225 Natures Way #119,
Lakewood Ranch,
FL 34202
Phone Number
(941) 5005122
Who we serve, what we do for you and how we do it. Who We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work. Our services help many people with a focus on the needs of retirees or (those about to retire). What We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level. How We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events. Find out more at: evanguidogroup. com List of Services Client Experience Sample Client Reports
Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group. As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals. Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology. We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience. Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.
Qualifications
CRD# 2757895
FirmCRD# 17839
Series 6, 7, 24, 26, 63
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions
Office Location
2975 Bee Ridge Rd Suite C Room 4,
Sarasota,
FL 34239
Phone Number
(941) 9223772
My belief is that every client has their own financial goals and prospective on how to reach them. I take great care to understand my clients so that I can provide them with financial solutions that will address their unique needs.
The focus of my practice is working with small business owners and individuals to plan for their retirement using the most tax efficient methods to meet their current and future goals. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Tax planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with the Investment Center Inc or IC Advisory Services, Inc. What is your approach to financial planning? Holistic approach through the integration of tax and investment planning to help maximize benefits of investing to potentially reduce tax liabilities.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
