Capital Planning & Investment

Voege Wallace CFP is a financial planning firm based in Clearwater, FL, specializing in providing comprehensive financial advice and services to individuals and businesses. The experienced team at Voege Wallace CFP works closely with clients to create personalized financial strategies and help them achieve their long-term financial goals. Generated from their business information

Founded in 1962, Raymond James Financial Inc. is a financial services holding company providing services to individuals, corporations and municipalities throughout the United States, Canada and overseas. Based in Clearwater, Fla., the company provides product, such as annuities, insurance, municipal bonds and stocks. It offers services pertaining to financial, college and estate planning; asset allocation, equity research and certificates of deposits. The company operates through its subsidiaries, including Raymond James Financial Services Inc., Raymond James Financial Services Advisors Inc. and Raymond James Ltd., to name a few.

GFS Private Wealth, based in Clearwater, FL, is now a part of Mercer Advisors, offering comprehensive wealth management services to help clients effectively manage their financial lives. With a focus on customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services, GFS and Mercer Advisors combine their expertise to provide an enhanced client experience and a wide range of resources and services. Mercer Advisors Inc., a Delaware corporation, is the parent company of Mercer Global Advisors Inc., registered with the Securities and Exchange Commission, delivering investment-related services. GFS Private Wealth is not affiliated with Mercer LLC, Mercer Investments, or the Marsh McLennan Companies, and Mercer Advisors Inc. is not involved in investment services. The firm is committed to meeting the highest standards, with certified professionals who hold the CFP certification mark and the Chartered Financial Analyst designation.Generated from the website