1st Choice Advisors

Orca Wealth Management, located in New Port Richey, FL, is a registered investment adviser with over 30 years of experience specializing in asset management for successful families and business owners. The firm focuses on building, preserving, and transferring wealth through personalized, fiduciary services and an emphasis on long-term relationships. Led by Certified Portfolio Manager Ken Ouellette, Orca Wealth Management provides a range of services including retirement planning, tax management, and estate planning. Their approach combines industry-leading technology with a boutique family office model, ensuring optimal financial opportunities for clients while navigating the complexities of today's financial landscape. Generated from the website

Bay Area Tax Specialists in New Port Richey, FL, is a top choice for tax preparation, payroll services, and business consulting in the Tampa Bay area. Their team of Tax Specialists and partners offer stress-free and convenient financial solutions for individuals and small business owners, utilizing the latest technology to maximize financial benefits. With a focus on providing expert consultation and personalized services, Bay Area Tax Specialists also offer a range of additional services such as small business start-up assistance, notary services, and merchant services. Through strategic partnerships with experts in various fields, they aim to meet all financial needs with a commitment to convenience, security, and customer satisfaction.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy