CFO Financial Services Inc

Zhang Financial in Naples, FL is a comprehensive fee-only wealth management group. Our services include financial planning, estate planning, investment management, and risk management. We employ financial advisors who are nationally recognized in publications such as Barron's, Worth, and Financial Times. Our client's assets are held by a third-party custodian such as LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service. We are also registered with the National Association of Personal Financial Advisors (NAPFA).

Daedalian Financial Services is a reputable financial firm based in Punta Gorda, FL, offering a range of financial services to individuals and businesses. With a focus on financial planning, investment management, and retirement strategies, Daedalian Financial Services provides personalized solutions to help clients achieve their financial goals. Generated from their business information

Michael Sears, Consultant, Sears Group Inc., has been teaching and executing asset preservation, shielding programs, and wealth management for high net worth individuals and seniors for over 25 years. His workshops have been attended by retirees of many local corporations as well as a number of Fortune 500 companies. Michael is working with high net worth individuals as well as those retired or about to retire, and helping them with their goal to protect their assets against stock market losses, catastrophic illness, and nursing home issues.