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

Christmas without Cash Summerfield FL

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

David Nestrick
FirsTrust, LLC
(352) 753-8589
1576 Bell Cruz Drive #332
The Villages, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Socially Responsible Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. John A. Romano, CFP®
(352) 753-8590
305 Skyline Drive, Suite 3
Lady Lake , FL
Firm
Securities America
Areas of Specialization
Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David J. Nestrick, CFP®
(352) 753-8589
1576 Bell Cruz Drive
The Villages, FL
Firm
FirsTrust

Data Provided By:
Woodall and Associates/ LPL Financial
(352) 419-0896
PO Box 1780
Lady Lake, FL
 
Mr. Randall G. West, CFP®
(352) 307-3353
11962 County Road 101 Ste 303
The Villages, FL
Firm
ING Financial Partners

Data Provided By:
Mr. Brian J Hentz, CFP®
(352) 205-4101
16810 S US Highway 441 Ste 502
Summerfield, FL
Firm
Graunke & Hentz Wealth Management, LLC.
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Joan L. Coke, CFP®
(352) 509-2173
6 Poplar Trl
Ocala, FL
Firm
Amriprise Finanical Services I

Data Provided By:
Mr. Mark R. Lumia, CFP®
(352) 561-4571
13940 N US Highway 441 Ste 601
The Villages, FL
Firm
True Wealth Group, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. William C. Schaidt, CFP®
(352) 391-1008
339 Odyssey Place
The Villages, FL
Firm
Focused Financial Planning LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Brownlie E. Graham, CFP®
(585) 766-2912
17366 SE 78th Harmony Cir
The Villages, FL
Firm
Graham Financial Services
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Data Provided By: