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.
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.
Presley Beane Financial Services has been in the financial services business more than 35 years. John Beane, Brian Beane, Michael Presley, Cynthia Beane & Jennifer Beane are team players who work together to help meet your financial needs.
The #1 SW Florida agency, 2nd generation, family focused/driven business. The one thing we have learned is most people simply want ONE Risk Advisor, ONE Contact, with ONE Professional Agent to provide the best risk management advice together with the best value.
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.