Costa, Bert CFP

Equitable, a financial services company based in Jacksonville, FL, boasts a 160-year legacy of providing advice, protection, and retirement solutions to clients. With a focus on courage, strength, and wisdom, Equitable aims to help individuals pursue long and fulfilling lives. Embodying its mission through the symbol of the goddess Athena, Equitable is committed to meeting the needs of both clients and advisors. Offering a range of products and services such as annuities, life insurance, retirement planning, and employee benefits, Equitable's team of experienced financial professionals empowers individuals to make informed decisions and plan for a secure future. Generated from the website

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn't stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.