About
Our financial advisors in Naples, Fort Myers, and Tampa help individuals and families, nonprofits, and businesses plan and achieve their financial goa
We’re a team of financial advisors, retirement and estate planners serving individuals, families, nonprofits, and small businesses from a Christian worldview. Our professionals at our FL offices know the financial planning life cycle and are equipped to help you with everything from asset management and investment planning, to legacy planning. We consult with nonprofits to help them succeed with planned giving programs and help businesses with succession planning, employee benefits (such as reti...
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Services
investment advice
retirement planning
wealth management
financial services
financial planning
asset management
charitable giving
estate planning
strategic planning
non-profit consulting
Contact
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 5:00 PM
- Sat CLOSED
-
Mon 8:00 AM - 5:00 PMOPEN NOW
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Detailed Information
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- Opening Dateunknown
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- Contact Amy Malay