Financial

Financial

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Gallagher Lutgert Insurance
Gallagher Lutgert Insurance
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1395 Panther Lane
Naples, FL 34109
Bud HornbeckBud Hornbeck
Work Phone: (239) 262-7171(239) 262-7171
Member Since: 1975
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Slepcevich Financial Group, LLC
Slepcevich Financial Group, LLC
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2375 Tamiami Trail North, Suite #208B
Naples, FL 34103 4439
William SlepcevichWilliam Slepcevich
Work Phone: (239) 435-9433(239) 435-9433
Member Since: 1995
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Verita Wealth Advisory Group
Verita Wealth Advisory Group
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999 Vanderbilt Beach Road, Suite #231
Naples, FL 34108
Anthony LeopizziAnthony Leopizzi
Work Phone: (844) 997-PLAN (7526)(844) 997-PLAN (7526)
Member Since: 2014
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Advanced Wealth Advisors
Advanced Wealth Advisors
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4099 Tamiami Trail N, Ste 402
Naples, FL 34103
Soren ChristensenSoren Christensen
Work Phone: (239) 455-1100(239) 455-1100
Member Since: 2013
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Encore Bank
Encore Bank
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2370 Vanderbilt Beach Road
Naples, FL 34109
Linda LoweryLinda Lowery
Work Phone: (239) 594-3177(239) 594-3177
Member Since: 2004
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Northwestern Mutual - Naples/Estero Group
Northwestern Mutual - Naples/Estero Group
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23160 Fashion Drive, Suite #217
Estero, FL 33928 2567
Southida PalmerSouthida Palmer
Work Phone: (239) 676-2337(239) 676-2337
Member Since: 2001
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The Wellington Group at Morgan Stanley
The Wellington Group at Morgan Stanley
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8889 Pelican Boulevard, Suite #300
Naples, FL 34108 9978
Scott O'DellScott O'Dell
Work Phone: (239) 449-7881(239) 449-7881
(800) 326-9921(800) 326-9921
Member Since: 2001
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Gulfshore Insurance, Inc.
Gulfshore Insurance, Inc.
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4100 Goodlette Road North
Naples, FL 34103 3300
Brad HavemeierBrad Havemeier
Work Phone: (239) 261-3646(239) 261-3646
Member Since: 1975
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Allstate Insurance - Renee Moisan
Allstate Insurance - Renee Moisan
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7935 Airport Pulling Road, Suite #2
Naples, FL 34109
Renee MoisanRenee Moisan
Work Phone: (239) 597-5551(239) 597-5551
Member Since: 2003
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Jaikes Financial Group
Jaikes Financial Group
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5051 Castello Drive, Suite #213
Naples, FL 34103
Ms. Linda JaikesMs. Linda Jaikes
Work Phone: (239) 263-9195(239) 263-9195
Member Since: 2003
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Alliance Financial Group of South Florida Inc.
Alliance Financial Group of South Florida Inc.
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14021 Metropolis Avenue
Fort Myers, FL 33912 4518
Michael KochisMichael Kochis
Work Phone: (239) 561-2900(239) 561-2900
Member Since: 2013
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The Naples Money Managers
The Naples Money Managers
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10001 Tamiami Trail North, Suite #101
Naples, FL 34108 2746
John KinkeadJohn Kinkead
Work Phone: (239) 261-4800(239) 261-4800
(800) 226-4801(800) 226-4801
Member Since: 1987
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Grace Advisory Group
Grace Advisory Group
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1185 Immokalee Road, Suite 210
Naples, FL 34110
Giulia RamseyGiulia Ramsey
Work Phone: (239) 514-7971(239) 514-7971
Member Since: 2016
Comprehensive financial planning for your retirement years.
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HBKS Wealth Advisors
HBKS Wealth Advisors
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8010 Summerlin Lakes Drive
Fort Myers, FL 33907
Dean PiccirilloDean Piccirillo
Work Phone: (239) 433-7533(239) 433-7533
Member Since: 2014
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Siena Wealth Advisory Group
Siena Wealth Advisory Group
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999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108
Joseph De SenaJoseph De Sena
Work Phone: (239)325-1874(239)325-1874
Member Since: 2015
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Wintrust Financial
Wintrust Financial
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3401 Tamiami Trail North
Naples, FL 34103
Tara FedorkoTara Fedorko
Work Phone: 312-291-2900312-291-2900
Member Since: 2018
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Fifth Avenue Family Office
Fifth Avenue Family Office
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3003 Tamiami Trail North Suite #410
Naples, FL 34103
Lyon, CraigLyon, Craig
Work Phone: (239) 262-6300(239) 262-6300
Member Since: 2012
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Capital Wealth Advisors
Capital Wealth Advisors
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9130 Galleria Court, Third Floor
Naples, FL 34109
Ann LacosteAnn Lacoste
Work Phone: (239) 434-7434(239) 434-7434
Member Since: 2009
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Ciccarelli Advisory Services, Inc.
Ciccarelli Advisory Services, Inc.
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9601 Tamiami Trail North
Naples, FL 34108
Jill RappsJill Rapps
Work Phone: (239) 262-6577(239) 262-6577
Member Since: 1994
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New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc.
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365 Fifth Avenue South, Suite 202
Naples, FL 34102
Nick GiacoumakisNick Giacoumakis
Work Phone: 239-331-5362239-331-5362
Member Since: 2019
New Member
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Moran Edwards Asset Management Group of Wells Fargo Advisors
Moran Edwards Asset Management Group of Wells Fargo Advisors
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5801 Pelican Bay Boulevard
Naples, FL 34108
Julie CussonJulie Cusson
Work Phone: (239) 254-2200(239) 254-2200
(800) 237-6141(800) 237-6141
Member Since: 2012
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Shore Morgan Young
Shore Morgan Young
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300 W. Wilson Bridge Road, Suite 310
Worthington, OH 43085
Lew ShoreLew Shore
Work Phone: (800)288-2117(800)288-2117
Member Since: 2017
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Morgan Stanley Private Wealth Management - Kevin Johnson
Morgan Stanley Private Wealth Management - Kevin Johnson
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8889 Pelican Bay Boulevard, 3rd Floor
Naples, FL 34108
Kevin JohnsonKevin Johnson
Work Phone: (239) 449-7877(239) 449-7877
Member Since: 2015
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The Naples Trust Company
The Naples Trust Company
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5920 Goodlette-Frank Road North
Naples, FL 34109
Richard BotthofRichard Botthof
Work Phone: (239) 774-4000(239) 774-4000
Member Since: 2009
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Sustainable Projects Group Inc.
Sustainable Projects Group Inc.
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225 Banyan Boulevard, Suite 220
Naples, FL 34102
Stefan MuehlbauerStefan Muehlbauer
Work Phone: (239) 307-2925(239) 307-2925
Member Since: 2018
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PFS Wealth Management Group
PFS Wealth Management Group
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5150 Tamiami Trail North, Suite 504
Naples, FL 34103
Vincent VirgaVincent Virga
Work Phone: (239) 234-2759(239) 234-2759
Member Since: 2018
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True Wealth Design
True Wealth Design
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1415 Panther Lane, Suite #366
Naples, FL 34109
Kevin KroskeyKevin Kroskey
Work Phone: (239) 778-0707(239) 778-0707
Member Since: 2018
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