WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Punta Gorda, 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 Punta Gorda, Florida|
|Financial Advisor||Office Location||Phone Number|
CFP®, CIMA®, AIF®
Landsberg Bennett Private Wealth Management
252 West Marion Avenue,
Punta Gorda, FL 33950
CERTIFIED FINANCIAL PLANNER, CPA, CFP®
J2 Capital Management, Inc.
1222 SE 47th St,
Cape Coral Fl & Troy Mi, FL 33914
|Al Osgood, CFP®, MBA
Financial Freedom LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
CFP®, CERTIFIED FINANCIAL PLANNER
Horizon Wealth Advisors
9040 Town Center Parkway,
Lakewood Ranch, FL 34202
Signet Financial Management, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL 34103
Garrison Asset Management, Inc.
5323 Bayshore Blvd,
Tampa, FL 33611
252 West Marion Avenue,
FL 33950 Phone Number 941-391-8000
Michael has a Bachelors Degree from Babson College and an MBA from the University of Florida. He spent 18 years at Merrill Lynch as a Senior Vice President before leaving to found Landsberg Bennett in 2012. Michael has been named 7 times to Barron's Top 1200 Advisors State by State National Rankings and 3 times to Forbes Magazine Top Wealth Advisor rankings. He is a CERTIFIED FINANCIAL PLANNER", a Certified Investment Management Analyst, and an Accredited Investment Fiduciary. Michael is also very active in his community and is the current Board Chairman of the Punta Gorda Symphony and the past Board President of the Charlotte Preparatory School. He is married and has 3 children.
We are the premier, independent fee-only, full fiduciary firm in Southwest Florida. Our firm is planning-based and has 5 CERTIFIED FINANCIAL PLANNER" PROFESSIONALS to service our client's needs. Our investment committee has three members with MBAs, one CFA® & one CIMA®. Who will you trust to guide you in your wealth management decisions? Will they always put your interests first? At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider. Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement. No matter what your situation is, we can help you decide how to put your wealth to work for you and the generations to come.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Based on Assets, Flat Fee, Hourly
1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi,
FL 33914 Phone Number 248-641-4444
John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.
J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Fee Only, Flat Fee
6151 Lake Osprey Drive, Third Floor,
FL 34240 Phone Number 941-924-9300
Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.
Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.
Wealth Management, Financial Planning for Individuals
9040 Town Center Parkway,
FL 34202 Phone Number 910-352-0751
Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida. A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors. Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.
Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide. As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence. Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement. It is our fiduciary duty to provide suitable investment advice and always act in your best interest.
Series 7, 66
4851 Tamiami Trail North, Suite 200,
FL 34103 Phone Number 239-302-1715
As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715
Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning
Series 6, 7, 66
Fee Only, Based on Assets
5323 Bayshore Blvd,
FL 33611 Phone Number 813-598-1777
Gar Urette, CFA has over 35 years of financial services and industry experience with a focus on asset allocation, portfolio management, and planning for his clients. Mr. Urette's clients include high-net-worth individuals, corporate executives, trusts, corporations, and 401(k) plans. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, and alternatives. Gar also has significant experience in serving people in the process of divorce. Gar started Garrison Asset Management after serving as the President of the National Development Bank of the Republic of Palau. After almost a decade of working with Wall St. firms managing a billion dollars in assets, Gar Urette accepted a life-changing position as the President of the National Development Bank of the Republic of Palau. Arriving in Palau in the late 1990s, he was surprised to find that the local population had no access to traditional investments. CDs and savings accounts through local banks were their only investment options. Mr. Urette saw how much this limited the local populaces ability to grow wealth, save for retirement, create capital to start a business or fund a college education for their children. In short, the lack of investment options limited the development of the Country and its people. To correct this, Gar started Garrison Asset Management (GAM) to provide an opportunity to access basic diversified mutual funds from some of the largest US-based mutual fund companies. Today GAM's services have expanded greatly beyond mutual fund distribution in Micronesia. GAM expanded to provide financial planning and investment management on a fee-only basis according to the fiduciary standard set by the CFA Institute. Utilizing Fidelity's Wealth Central, MorningStar Office, and Bond Trader Pro, GAM now provides a full range of planning and portfolio management services. On the personal side, The Tampa Bay Performing Arts Center and Producers Group have both benefited from Garrison Urette serving on the Board of Directors. He was in the Leadership Tampa Class of 2010 and is actively involved in Make-A-Wish, the Audubon Society, and Tampa Theater. He was also a three-time Masters National Champion in Olympic Sprint Kayaks. Garrison Urette holds a Bachelor of Science in Quantitative Methods of Business from the University of Florida, Masters in Business Administration from the University of Tampa, and is a CFA® Charterholder. Also, his work has been published in the professional journal Monograph and quoted in the Handbook of Fixed Income Securities by Frank J. Fabozzi.
We are a fee-only Registered Investment Adviser headquartered in Tampa, Florida serving clients nationwide (from Florida to Hawaii). We provide financial planning and investment management services according to fiduciary standards set by the CFA Institute with no hidden fees. Unlike large corporate financial institutions whose first responsibility is to their shareholders, our first responsibility is to our clients. We put our clients first and do what is right for them. We do not hold back advice or adjust our recommendations to make a sale or retain assets. We believe in advising our clients in how best to accomplish their goals and dreams even if it means losing them as a client.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
* Additional advisor listing is provided in partnership with Yext
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?