Mr. Michael A. Fraher (RFC®), CHFC, LUTCF, MBA
(407) 206-7487
719 Peachtree Road
Orlando, FL
Company
Ameriprise Financial
Qualifications
Education: MBA - Suffolk University, Boston, MABSBA - Stonehill College, No. Easton, MA
Years of Experience: 16
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, Compensation Plans
Data Provided By:
Kirk Barr Young (RFC®), CEP, CFP, CHFC, CLU, CSA
(407) 622-0018
400 West Morse Blvd. Suite 220
Winter Park, FL
Company
BARR Financial Services, LLC
Qualifications
Education: BS - FinanceMinor - Accounting
Years of Experience: 25
Membership
IARFC, MDRT, FPA, SFSP, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans
Data Provided By:
John M. Dinino (RFC®), CHFC, CLU
(239) 254-7917
28100 Bonita Grande Drive
Bonita Springs, FL
Company
Jomarc Financial Group, Inc.
Qualifications
Education: MBA
Years of Experience: 15
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Paul V. Sipala (RFC®), CHFC, CLU, CSA
(239) 418-0095
1342 Colonial Blvd., C17
Fort Myers, FL
Company
Florida Gulf Tax Advisors, LLC
Qualifications
Education: BA
Years of Experience: 25
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, BuySell, Compensation Plans
Data Provided By:
Mr. Michael J. Stone (RFC®), MBA
(239) 768-0841
6839 Porto Fino Circle
Ft Myers, FL
Company
Freedom Financial Advisors
Qualifications
Education: MBA Finance and Economics
Years of Experience: 21
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans
Data Provided By: