As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use that deep insight to create and implement a comprehensive wealth plan that is precisely tailored to you. Along the way, we aim to understand and care for you far better than any other financial service provider.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Your success is our priority and through our consultative process listening is most important of all. Rick has been a property owner since 1995 and has maintained a home in Punta Gorda, Florida since 2011 with his wife, Karen.
Beane Atkinson Financial Services has been in the financial services business more than 35 years. John Beane, Garrett Atkinson, Cynthia Beane & Jennifer Beane are team players who work together to help meet your financial needs.
A second generation family insurance group located in Punta Gorda since 2004. Our staff has over 40 years of insurance experience and are fully licensed to sell property, casualty, commercial, life, health, and retirement investments.