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Financial Advisors Licensed to practice in Satellite Beach, Florida

Arbor Financial Services of Florida, Inc.
6943 N. Wickham Road,
Melbourne, FL   32940
Call : (321) 795-4799

Both Arbor Financial and R. Jeffrey Small are licensed with the Florida Department of Insurance. Jeffrey is also a Certified Senior Advisor through the Society of Senior Advisors, a nationwide organization dedicated to comprehensive education for professionals who work with seniors. Jeffrey is an Investment Advisor Representative with Sound Income Strategies, LLC an Investment Advisory based in Florida that specializes in building customized portfolios for individuals designed to provide income... read more>>

Financial Engines Advisors, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL   32940
Call : (321) 751-6162

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Solomon API
1129 S. Hwy Us1 Suite 101,
Rockledge, FL   32955
Call : (321) 508-3911

This pursuit of understanding of the global economy and financial markets, and translating that into great portfolios has help build a distinct track record of success.Part of what makes us unique is the value found in our approach of focusing on highly-quantitative modeling. We combine massive amounts of data; world-class computing power and financial expertise to develop sophisticated trading models. And we use technology to constantly refine our investment process and our insight into how... read more>>

Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL   32751
Call : (407) 622-6669

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you... read more>>

Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL   32819
Call : (407) 237-0116

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia,... read more>>

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