LaPorte Financial

First Wealth & Trust, part of the First National Bank of Mount Dora, has been a trusted partner in financial planning for over 60 years, offering a unique blend of investment management and comprehensive financial services. Their experienced team specializes in personalized strategies for asset allocation, estate planning, and retirement preparation, ensuring clients receive tailored advice with a personal touch. Dedicated to providing exceptional service, First Wealth & Trust employs certified professionals who focus on reducing risk while helping clients achieve their financial goals. With a commitment to fiduciary responsibility, they prioritize straightforward guidance and customized investment plans that adapt to clients' evolving needs throughout all stages of life. Generated from the website

Wheelock Wealth Solutions, located in Winter Garden, FL, is a premier financial advising firm dedicated to helping clients achieve their financial goals. As experienced financial planners, we offer comprehensive investment services tailored to meet individual needs. Our expertise spans retirement strategies, portfolio management, estate strategies, and special needs trusts, ensuring a holistic approach to wealth management. At Wheelock Wealth Solutions, we understand that each client's financial journey is unique. Our team of skilled advisors works closely with you to develop personalized strategies that align with your long-term objectives.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charles Griffin is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Garden, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.