David H Morgan, MSFS CEP

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the The Villages, FL area, Catherine Harris will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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