I develop ongoing one-to-one partnerships with clients and take time to understand what's truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, I offer personalized financial planning advice and a range of product solutions. My focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life.
United Tax & Wealth Services is a professional firm comprised of highly experienced certified accountants, advisors and licensed agents for individuals, professionals, and small businesses. We specialize in taxes, supplemental insurance, investments, real estate and wealth management services.
Company: United Tax & Wealth Services
Helping families protect your their life, health and money. Building a better tomorrow for them and their love ones.
My Services are: Investments & Savings (US), Term Life Insurance, The Prime American Business Opportunity.
Family Tree Financial Group is an Independent Financial Firm, consisting of a Team with nearly 70 years combined experience across multiple specialties. We are fully licensed in Florida and across the country. We work with your personal situation to create a customized approach tailored specifically to you. At FTFG, we don’t work for the insurance or investment companies….We work for our clients!