Financial Services
Manta has 2 businesses under Financial Services in Daytona Beach Shores, FL
Featured Company Listings
Categorized under Financial services
For his Clients nationwide, Fraser Allport is “ The Total Advisor ”, specializing in Social Security, Medicare, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and “ Total Planning ” for Individuals and Business Owners.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for more than three decades.
Fraser is the Owner of The Total Advisor, LLC, a Financial, Retirement, and Estate Planning Firm in Vero Beach, Florida. “ The Total Advisor, LLC ”,
is also an Independent Insurance Agency. Fraser is an Investment Advisor Representative, a Fiduciary for his Clients, and also a Certified Estate Planner™.
Fraser advises Clients on how to Retire successfully. Fraser builds his Clients a holistic, integrated “ Life Plan ” that includes Retirement and Social Security Planning, Medicare and Health Care Planning, Income Tax Reduction, Estate Planning and Asset Protection.
As an Investment Advisor and Fiduciary, Mr. Allport’s Rule # 1 is simple : Help protect a Client’s Money, which will therefore also protect the Client’s standard of living as well. Protecting your Principal is Fraser’s # 1 priority.
After 36 Years in Financial Services, Fraser has either seen it, or done it, or knows where to find it for you. As an Independent Financial Advisor and Fiduciary, Fraser has the resources and contacts to find you some of the best Investments available, for the least cost. Fraser has the skills, experience, and Network to help his Clients with any of their financial Needs and Goals, Personal or Business.
As “ The Total Advisor ™ ”, Fraser provides comprehensive Financial Services for his small Clientele. “ More, for Less, and On Time ” is Fraser’s motto.
Fraser Has been Self-Employed for 36 Years now, and can do business in all 50 States. When you need him … He will be there for you too.
For answers to your Money Questions … Please call Fraser at:
386 - 256 – 7300 … or email Fraser at : [email protected]
Please see how Fraser can help you with your Money at :
www.FRASERALLPORT.COM
2 Oceans West Blvd.
Daytona Beach Shores, FL
(386) 256-7300
Categorized under Financial services
For his Clients nationwide, Fraser Allport is “ The Total Advisor ”, specializing in Social Security, Medicare, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and “ Total Planning ” for Individuals and Business Owners.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for more than three decades.
Fraser is the Owner of The Total Advisor, LLC, a Financial, Retirement, and Estate Planning Firm in Vero Beach, Florida. “ The Total Advisor, LLC ”,
is also an Independent Insurance Agency. Fraser is an Investment Advisor Representative, a Fiduciary for his Clients, and also a Certified Estate Planner™.
Fraser advises Clients on how to Retire successfully. Fraser builds his Clients a holistic, integrated “ Life Plan ” that includes Retirement and Social Security Planning, Medicare and Health Care Planning, Income Tax Reduction, Estate Planning and Asset Protection.
As an Investment Advisor and Fiduciary, Mr. Allport’s Rule # 1 is simple : Help protect a Client’s Money, which will therefore also protect the Client’s standard of living as well. Protecting your Principal is Fraser’s # 1 priority.
After 36 Years in Financial Services, Fraser has either seen it, or done it or knows where to find it for you. As an Independent Financial Advisor and Fiduciary, Fraser has the resources and contacts to find you some of the best Investments available, for the least cost. Fraser has the skills, experience, and Network to help his Clients with any of their financial Needs and Goals, Personal or Business.
As “ The Total Advisor ™ ”, Fraser provides comprehensive Financial Services for his small Clientele. “ More, for Less, and On Time ” is Fraser’s motto.
Fraser Has been Self-Employed for 36 Years now, and can do business in all 50 States. When you need him … He will be there for you too.
For answers to your Money Questions … Please call Fraser at:
386 - 256 – 7300 … or email Fraser at : [email protected]
Please see how Fraser can help you with your Money at :
www.FRASERALLPORT.COM
For all of your Financial needs …
All Company Listings
Categorized under Financial services
For his Clients nationwide, Fraser Allport is “ The Total Advisor ”, specializing in Social Security, Medicare, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and “ Total Planning ” for Individuals and Business Owners.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for more than three decades.
Fraser is the Owner of The Total Advisor, LLC, a Financial, Retirement, and Estate Planning Firm in Vero Beach, Florida. “ The Total Advisor, LLC ”,
is also an Independent Insurance Agency. Fraser is an Investment Advisor Representative, a Fiduciary for his Clients, and also a Certified Estate Planner™.
Fraser advises Clients on how to Retire successfully. Fraser builds his Clients a holistic, integrated “ Life Plan ” that includes Retirement and Social Security Planning, Medicare and Health Care Planning, Income Tax Reduction, Estate Planning and Asset Protection.
As an Investment Advisor and Fiduciary, Mr. Allport’s Rule # 1 is simple : Help protect a Client’s Money, which will therefore also protect the Client’s standard of living as well. Protecting your Principal is Fraser’s # 1 priority.
After 36 Years in Financial Services, Fraser has either seen it, or done it, or knows where to find it for you. As an Independent Financial Advisor and Fiduciary, Fraser has the resources and contacts to find you some of the best Investments available, for the least cost. Fraser has the skills, experience, and Network to help his Clients with any of their financial Needs and Goals, Personal or Business.
As “ The Total Advisor ™ ”, Fraser provides comprehensive Financial Services for his small Clientele. “ More, for Less, and On Time ” is Fraser’s motto.
Fraser Has been Self-Employed for 36 Years now, and can do business in all 50 States. When you need him … He will be there for you too.
For answers to your Money Questions … Please call Fraser at:
386 - 256 – 7300 … or email Fraser at : [email protected]
Please see how Fraser can help you with your Money at :
www.FRASERALLPORT.COM
2 Oceans West Blvd.
Daytona Beach Shores, FL
(386) 256-7300
Categorized under Financial services
For his Clients nationwide, Fraser Allport is “ The Total Advisor ”, specializing in Social Security, Medicare, Retirement Planning, Estate Planning, Income Tax Reduction, Asset Protection, and “ Total Planning ” for Individuals and Business Owners.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, Finance, History, and Economics.
Fraser has been a Self-Employed Entrepreneur since the day that he graduated from Georgetown, serving Clients as an Independent Financial Professional for more than three decades.
Fraser is the Owner of The Total Advisor, LLC, a Financial, Retirement, and Estate Planning Firm in Vero Beach, Florida. “ The Total Advisor, LLC ”,
is also an Independent Insurance Agency. Fraser is an Investment Advisor Representative, a Fiduciary for his Clients, and also a Certified Estate Planner™.
Fraser advises Clients on how to Retire successfully. Fraser builds his Clients a holistic, integrated “ Life Plan ” that includes Retirement and Social Security Planning, Medicare and Health Care Planning, Income Tax Reduction, Estate Planning and Asset Protection.
As an Investment Advisor and Fiduciary, Mr. Allport’s Rule # 1 is simple : Help protect a Client’s Money, which will therefore also protect the Client’s standard of living as well. Protecting your Principal is Fraser’s # 1 priority.
After 36 Years in Financial Services, Fraser has either seen it, or done it or knows where to find it for you. As an Independent Financial Advisor and Fiduciary, Fraser has the resources and contacts to find you some of the best Investments available, for the least cost. Fraser has the skills, experience, and Network to help his Clients with any of their financial Needs and Goals, Personal or Business.
As “ The Total Advisor ™ ”, Fraser provides comprehensive Financial Services for his small Clientele. “ More, for Less, and On Time ” is Fraser’s motto.
Fraser Has been Self-Employed for 36 Years now, and can do business in all 50 States. When you need him … He will be there for you too.
For answers to your Money Questions … Please call Fraser at:
386 - 256 – 7300 … or email Fraser at : [email protected]
Please see how Fraser can help you with your Money at :
www.FRASERALLPORT.COM
For all of your Financial needs …
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