Frey Masterson Investment Advisors

Frey Masterson Investment Advisors, located in St. Petersburg, FL, specializes in comprehensive financial planning and investment management, addressing the unique challenges clients face during life transitions. Their experienced team offers guidance on retirement, education savings, estate planning, and more to help individuals make informed financial decisions for themselves and their families. The firm emphasizes a client-centered philosophy, ensuring that personal goals and legacy considerations are at the forefront of their planning process. With a team of certified financial professionals, Frey Masterson is dedicated to navigating the complexities of wealth management and providing tailored solutions for their clients' financial futures. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Advanta IRA Services is a self-directed retirement plan administrator that provides our clients with superior service and empowers investors by educating them in the realm of using alternative assets in a self-directed IRA to build retirement income.