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F4 Wealth Advisors - Winter Park (FL)

Address: 🏡 307 N Park Ave, Winter Park, FL 32789, USA
Phone : +1 (407) 960-4769
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJkUy3hu1x54gRlJkhGwafpAg
#Florida
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LPL Financial, The Office of Rob Dale, CFP - Melbourne

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.
5 /5

Anders Retirement & Investment Advisors - Winter Park

Peter Screnock The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world.
5 /5