Citizens First Wealth Advisors

Dowd Financial Group, Inc. is a Wildwood, FL-based financial services firm dedicated to providing personalized financial planning and investment solutions. Our experienced financial planners help clients achieve their financial goals through a comprehensive range of services, including investment management, retirement planning, insurance solutions, and annuities. We tailor our financial plans to address each client's unique needs and risk tolerance, utilizing our expertise and staying current with market trends. At Dowd Financial Group, we are committed to excellence and helping you build a secure financial future.

Our financial advisors provide comprehensive financial planning and retirement planning, including financial advice, investment planning, estate planning, tax efficiency, qualified retirement/401(k) plans, planning for business owners, and trust services. We act in the best interest of our clients, by creating a plan that will help you pursue your goals using 10 key indicators vital to your financial health and comfort. We serve those in The Villages, Summerfield, Fruitland Park, Belleview, Wildwood, Bushnell, Sumterville, Leesburg, Ocala, Coleman, Sanford, Saint Cloud, Winter Garden, Daytona Beach, Apopka, Orlando, Kissimmee, Ocoee, Casselberry, Oviedo, Clermont, Winter Springs, Altamonte Springs, Lake Mary, and more.

Mountain High Wealth Management is a financial services firm located in The Villages, FL. The firm offers a wide range of services, including retirement planning, estate planning, financial services, wealth management, tax, insurance, and lifestyle. Mountain High Wealth Management has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals.