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Christmas without Cash Ormond Beach FL

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Ormond Beach, FL. We have compiled a list of businesses and services around Ormond Beach, 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.

Christopher Cannon
FirsTrust, LLC
(386) 788-3737
1673 Mason Avenue, Suite 100
Daytona Beach, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA

David Nestrick
FirsTrust, LLC
(386) 788-3737
1673 Mason Avenue, Suite 100
Daytona Beach, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Socially Responsible Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Daniel Brownsberger
FirsTrust, LLC
(386) 788-3737
1673 Mason Avenue, Suite 100
Daytona Beach, FL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CIMA

Mr. Edward D. Paterniti, CFP®
(386) 673-2622
555 W Granada Blvd
Ormond Beach, FL
Firm
Edward D Paterniti, CPA, PA
Areas of Specialization
Accounting, General Financial Planning, Small Business Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. David D. Holland, CFP®
(386) 671-7526
700 W Granada Blvd
Ormond Beach, FL
Firm
Holland Financial

Data Provided By:
Elayne Pisarik
FirsTrust, LLC
(386) 788-3737
1673 Mason Avenue, Suite 100
Daytona Beach, FL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Michael Koenig
FirsTrust, LLC
(386) 788-3737
1673 Mason Avenue, Suite 100
Daytona Beach, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Kalon M. Hoard, CFP®
(386) 671-7526
700 W. Granada Blvd.
Ormond Beach, FL
Firm
Holland Advisory Services, Inc.
Areas of Specialization
Retirement Planning

Data Provided By:
Steve Hood
1530 Crowne Ormond Ln
Ormond Beach, FL
Company
Title: President
Company: LifePlan Advisors, Inc.
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 30
Service
401k Rollover From Employer,CD Alternative,Retirement Planning,Retirement Income Distribution Planning,Individual Income Tax Planning,Income for Life/ Preserve Principal,Annuities,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Investment & Portfolio Management,Retirement Income Accumulation Planning

Data Provided By:
Mr. John D. Downey, CFP®
(386) 615-4521
3780 Roscommon Dr
Ormond Beach, FL
Firm
SunTrust Bank

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