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At Statler Financial, we offer or can refer you to professionals providing the following services:Annuities Retirement PlanningWealth AccumulationAsset ProtectionTax PlanningLong Term CareEstate PlanningIRA Legacy PlanningTrustsLife InsuranceProbateCharitable Giving StrategiesIRA & 401(K) RolloversCall today for your free 3 step review!Phillip Statler is a veteran to the financial services industry and has been educating and assisting Highlands County pre-retirees and retirees on comprehensive retirement solutions for over a decade. As a Wealth Manager and Registered Investment Advisor, Mr. Statler's mission is to provide area residents with the insight they need to make informed decisions about their retirement future and direction on how to maintain their own financial security in their retirement years. His firm, Statler Financial Services, Inc., takes a holistic approach to comprehensive planning and offers guidance on tax reduction strategies, estate planning and distribution and succession planning. Additionally, Statler works with valued clients to ensure their investments and retirement accounts are protected and will last throughout the retirement years. To schedule a time to discuss your financial future, contact us or call us today!

Our wealth management advisors in TIAA’s Melbourne, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Melbourne, FL office is a smaller satellite office, so please call today to schedule an appointment (888) 200-4083.

Northern Trust Bank provides personal and commercial banking services, mortgage lending, trust and investment services. It is a part of Northern Trust Corporation, which provides investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions and individuals. It offers various products and services, such as certificates of deposit, savings accounts, check imaging, business checking, value-added checking, ATMs, individual retirement accounts, money management accounts, Internet and phone banking, lines of credit, insurance and investment services. The bank also offers loans, lockers, notary services, traveler s checks, wire transfers and night depository services. Headquartered in Chicago, Northern Trust Bank maintains a branch in Vero Beach, Fla.