Investment Financial Services

Clear View Financial Service is a financial services company that has been serving the Punta Gorda community. We offer a wide range of financial planning and investment services, including retirement planning, college savings plans, estate planning, and more. We also offer a variety of insurance products, including life insurance, disability income insurance, and long-term care insurance. Our experienced and knowledgeable advisors will work with you to develop a personalized financial plan that meets your specific needs and goals. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Sarasota Capital Strategies, based in Osprey, FL, is a fee-only State Registered Investment Advisor that has been serving clients since 2002. Led by President Anthony Welch, CFP, ChFC, and Vice President Andrew W. Welch, the company focuses on building deep and meaningful relationships with their clients, providing financial planning and investment management services to help families achieve their goals and enjoy a secure retirement. With over 30 years of experience, Tony Welch, along with his son Andrew, has created a client-centered culture where cutting-edge ideas are combined with a fiduciary approach, ensuring that every investment decision is made with the client's best interest in mind. As a trusted advisor, Sarasota Capital Strategies helps clients create financial plans, optimize Social Security benefits, manage risk through insurance, and consider annuities to protect against the risk of outliving their income.Generated from the website

One Team Financial Group is a financial services firm based in Tampa, FL, specializing in providing personalized financial solutions to individuals and businesses. With a focus on comprehensive financial planning, investment management, and retirement strategies, One Team Financial Group aims to help clients achieve their long-term financial goals. Generated from their business information