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Name
City
Gallagher
_
1395 Panther Lane
Naples
,
FL
34109
Bud Hornbeck
(239) 280-3241
Member Since: 1975
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Northwestern Mutual: The Bouchard Financial Group
_
4851 Tamiami Trail North
Suite 302
Naples
,
FL
34103
Jesse Bouchard
(239) 985-2803
Member Since: 2023
Would love to help you save money on what you're doing, or make more money on what you're doing. I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's
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The Wellington Group at Morgan Stanley
_
8889 Pelican Boulevard, Suite 300
Naples
,
FL
34108 9978
Scott O'Dell
(239)
(800) 326-9921
Member Since: 2014
Financial Advisor
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UBS The Matina Group
_
801 Laurel Oak Drive
Suite 500
Naples
,
FL
34108
Vicki Baker
(239) 249-5011
Member Since: 2023
The Matina Group: A boutique Private Wealth Management team that provides thoughtful advice, customized solutions and a world class client experience
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Allstate Insurance - Renee Moisan
_
2400 Vanderbilt Beach Road, Suite 107
Naples
,
FL
34109
Renee Moisan
(239) 597-5551
Member Since: 2003
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Wintrust Banking Center
_
3401 Tamiami Trail North
Naples
,
FL
34103
Tara Fedorko
(239) 687-5201
(239) 687-5201
Member Since: 2018
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Benjamin F. Edwards & Co
_
850 Park Shore Dr, Suite 204
Naples
,
FL
34103
Eric Price
(239) 354-7432
Member Since: 2020
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The Naples Money Managers
_
10001 Tamiami Trail North, Suite #101
Naples
,
FL
34108 2746
John Kinkead
(239) 261-4800
(800) 226-4801
Member Since: 1987
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Fundy Lending Group
_
4099 Tamiami Trail North
Suite 307
Naples
,
FL
34103
(239) 316-7280
Member Since: 2021
Fundy is a financial institution that provides lending for both consumers and small businesses. Fundy enables people to borrow money in a simplified and secure lending process.
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Verita Wealth Advisory Group
_
12330 Tamiami Trail E. Suite 101
Naples
,
FL
34113
Anthony Leopizzi
(844) 997-PLAN (7526)
Member Since: 2019
I enjoy using my knowledge to help members of my community reach their financial goals. — I will take the time to understand what’s truly important to you and deliver personalized advice to help you reach your financial goals, whatever they may be. With
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Merrill Private Wealth Management
_
9128 Strada Place, Suite 301
Naples
,
FL
34108
Charles Jarrett
(239) 263-1405
(800) 873-5870
Member Since: 2020
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Gulfshore Insurance, Inc.
_
4100 Goodlette Road North
Naples
,
FL
34103 3300
Kim Shaidle
(239) 261-3646
Member Since: 1975
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Slepcevich Financial Group, LLC
_
2375 Tamiami Trail North, Suite #208B
Naples
,
FL
34103 4439
William Slepcevich
(239) 435-9433
Member Since: 1995
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Sanibel Income Enhancement Fund, LLC
_
6017 Pine Ridge Rd.
Suite 349
Naples
,
FL
34119
RJ Skousen
(239) 306-4822
Member Since: 2021
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Northwestern Mutual-Naples/Estero Group
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23160 Fashion Drive, Suite #217
Estero
,
FL
33928 2567
Rosanna Gabourel
(239) 676-2300
Member Since: 2001
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Mariner Wealth Advisors
_
4851 Tamiami Trail N
Suite 200
Naples
,
FL
34103
(239) 350-5457
Member Since: 2022
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Ciccarelli Advisory Services, Inc.
_
9601 Tamiami Trail North
Naples
,
FL
34108
Jill Rapps
(239) 262-6577
Member Since: 1994
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JAL Financial Svcs. LLC
_
756 Reef Point Circle
Naples
,
MA
34108
Joseph Logrippo
(617) 981-2200
Member Since: 2021
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The Naples Trust Company
_
5920 Goodlette-Frank Road North
Naples
,
FL
34109
West McCann
(239) 774-4000
Member Since: 2009
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Lake Michigan Credit Union
_
2370 Vanderbilt Beach Road
Naples
,
FL
34109
Lisbel Lora
(239) 594-3177
Member Since: 2004
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Corporate Finance Associates
_
19953 Beverly Park Road
Estero
,
FL
33928
Bill Becker
(239) 488-0250
Member Since: 2022
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Capital Wealth Advisors
_
9130 Galleria Court, Third Floor
Naples
,
FL
34109
Ann Lacoste
(239) 643-8625
Member Since: 2009
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Siena Wealth Advisory Group
_
999 Vanderbilt Beach Road, Suite 101
Naples
,
FL
34108
Alanna M. Morey
(239) 325-1874
Member Since: 2015
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Alliance Financial Group of South Florida Inc.
_
999 Vanderbilt Beach Road
Suite 607
Naples
,
FL
34108
Michael Kochis
(239) 270-5400
Member Since: 2013
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Fifth Avenue Family Office
_
3003 Tamiami Trail North Suite #410
Naples
,
FL
34103
Kyle Shoemaker
(239) 262-6300
Member Since: 2012
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Ambassador Advisors
_
1415 Panther Lane, Suite 495
Naples
,
FL
34109
Bernie I Bostwick
(239) 747-7010
Member Since: 2020
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OneGroup Retirement Advisors
_
3673 Santaren Court
Naples
,
FL
34119
Joe Hatfield
(315) 264-2055
Member Since: 2022
OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s more than 30-year history, our approach has always been consultative and rooted
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Moran Wealth Management
_
5801 Pelican Bay Boulevard Suite 110
Naples
,
FL
34108
Julie Cusson
(239) 920-4440
Member Since: 2012
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