holiday celebrations | days & dates | fun & wacky daily holidays | holiday travel | holiday blog | holiday greeting cards | holiday recipes | email | holiday home

Christmas without Cash Lake Wales FL

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Lake Wales, FL. We have compiled a list of businesses and services around Lake Wales, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. D. Patrick Cain, CFP®
(863) 678-1779
100 E Stuart Ave
Lake Wales, FL
Firm
Pat Cain Investments, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Insurance Planning, Retirement Planning, Social Security Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Patrick J. Sheil Jr., CFP®
(863) 293-4572
PO Box 1024
Winter Haven, FL
Firm
Patrick J Sheil Jr. CPA, CFP
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Benjamin M. Crum, CFP®
(863) 291-8314
1101 FIRST STREET SOUTH
Winter Haven, FL
Firm
Morgan Stanley Wealth Management
Areas of Specialization
General Financial Planning, Retirement Planning

Data Provided By:
Ms. Patricia Gadecki Wells, CFP®
(863) 294-3361
521 W Central Ave
Winter Haven, FL
Firm
Wells Investments Inc

Data Provided By:
Mr. William R. Dyer, CFP®
595 Cypress Gardens Blvd
Winter Haven, FL
Firm
SUNTRUST INVESTMENT SERVICES, INC

Data Provided By:
Mr. Christopher L. Burns, CFP®
(407) 927-5544
204 S LAKE FLORENCE DR
WINTER HAVEN, FL
Firm
Estate & Business Planning Group

Data Provided By:
Brian Pearce
56 4th St. NW.
Winter Haven, FL
Company
Title: President
Company: Brian S. Pearce, Inc
Type
Registered Investor: Yes
Education
University Of Florida
Years Experience
Years Experience: 27
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate

Data Provided By:
Mr. Eric E Johnson, CFP®
(863) 298-3600
295 1st Street South
Winter Haven, FL
Firm
UBS
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Suzanne H Moraco, CFP®
(863) 291-8330
1101 1st St S Ste 201
Winter Haven, FL
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Planning for Couples
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Anthony P. Locascio, CFP®
(863) 299-5651
301 Avenue K SE
Winter Haven, FL
Firm
Bishop Ortiz & LoCascio Assoc
Areas of Specialization
Asset Allocation, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Data Provided By: