Collaborative Wealth

Zenith Advisory Group, located in The Villages, FL, is a holistic financial planning firm founded by Bart Patterson, a certified public accountant (CPA) with a passion for proactive tax planning and helping individuals live their best life in retirement. With a focus on addressing the most important risks in retirement, Zenith Advisory Group provides clients with retirement strategies that protect their hard-earned assets, ensuring a worry-free retirement. Committed to their core values of grit, ownership, teamwork, and client-mindedness, Zenith Advisory Group strives to help every family they meet, guiding them along their retirement journey. With a team of CPAs and partnerships with attorneys, Zenith offers proactive tax planning, risk management, probate avoidance, long-term care strategies, and portfolio management, all for an easy-to-understand flat fee. Their goal is to provide clients with the highest point in their lives, a worry-free retirement filled with financial security and enjoyment.Generated from the website

Heritage Wealth Management is a financial advisory firm based in Gainesville, FL, specializing in personalized wealth management services for individuals and families. The company offers comprehensive financial planning, investment management, and retirement planning solutions to help clients achieve their long-term financial goals. With a focus on building strong client relationships and providing tailored financial strategies, Heritage Wealth Management aims to empower clients to make informed decisions about their financial future. The firm's experienced team of advisors works diligently to create customized plans that align with each client's unique needs and objectives. Generated from their business information