Barker, Jay

ProVise Management Group takes a long-term approach to money management rather than focusing on quarterly results. By taking a historical perspective, the company potentially avoids the mistake of micromanagement. It is a subsidiary of National Financial Partners, which is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network with more than 1,800 producers in nearly 45 states and Puerto Rico consisting of more than 160 owned firms and over 210 affiliated third-party distributors, which specialize in life insurance and wealth transfers, corporate and executive benefits and fee-based financial planning. ProVise Management Group is located in Clearwater, Fla.

Universal Financial Consultants is a financial marketing organization based in Clearwater, FL, specializing in helping established advisors scale their businesses and work with high-net-worth individuals. They offer expertise in top life insurance, annuity, long-term care, and advanced planning products, providing solutions to optimize retirement and estate plans for middle America and High Net-Worth families. With marketing and branding support, they help advisors position themselves as industry experts and build credibility with clients and prospects, ultimately helping them achieve personal and financial success. Universal Financial Consultants emphasizes effective communication as the foundation of successful new client relationships, offering proven strategies and ready-to-go campaigns to drive business growth. They provide general and educational information, but do not offer legal or tax advice, acknowledging the complexity and ever-changing nature of federal and state laws and regulations. Their services are exclusively for agents and not intended for solicitation or advertising to the general public.Generated from the website

Waterford Financial is a financial services firm based in Clearwater, FL, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on personalized financial planning and strategic investment solutions, Waterford Financial aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information