Mr. P. Christopher Music (RFC®), MBA
(727) 588-1540
601 Cleveland St Ste 501
Clearwater, FL
Company
Wealth Advisory Associates
Qualifications
Education: Bachelors of Business AdministrationMasters of Business AdministrationCertified Wealth Preservation PlannerCertified Asset Protection Planner
Years of Experience: 20
Membership
IARFC, MDRT, FPA
Services
Invoice, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, 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:
Daniel J. Bellina (RFC®), CSA, RFP
(305) 234-0003
14248 SW 158 Path
Miami, FL
Company
Strategic Investment Services
Qualifications
Education: Taught at University of Miami,Dade County Public Schools. Military servce from 1971-1992 Airborne
Years of Experience: 34
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable
Data Provided By: