Gary Fileman, CPA PA

Part of one of the largest Personal Lines insurance agencies in the U.S. and offering customized insurance solutions for your insurance needs including Home, Auto, Flood, Motorcycle and more.

Parlade Schaefer Schortz, CPAs, located in Punta Gorda and Miami, FL, specializes in providing a comprehensive range of financial services tailored for individuals and businesses, with a strong focus on the healthcare sector. Their expert team offers services including tax preparation, audits, accounting, and strategic consulting, ensuring clients make informed financial decisions while protecting and growing their assets. With decades of combined experience, the partners of Parlade Schaefer Schortz are committed to excellence in accounting and finance, continuously enhancing their skills to deliver timely and accurate financial advice. They pride themselves on building active relationships with clients, which reflects in their personalized services designed to meet the unique needs of each client across various industries. Generated from the website

Bedrock Asset Management LLC, located in Punta Gorda, FL, is dedicated to fostering deep and meaningful relationships with clients throughout the financial planning process. Their comprehensive services encompass retirement planning, investment planning, and estate planning, all aimed at achieving long-term financial success. With a commitment to education and strategic guidance, Bedrock Asset Management provides valuable resources and insightful content to help clients navigate complex financial challenges. Their approach emphasizes collaboration and personalized planning to ensure that each client's unique needs are met, securing financial well-being for generations to come. Generated from the website