Michael L Whitaker & Associates LLC

Closed
Call
Website

Photos

3251 Wedgewood Ln
The Villages, FL 32162
+1 (352) 391-0934
https://www.michaelwhitakerandassociates.com

Michael L. Whitaker & Associates LLC, located in The Villages, FL, offers a holistic approach to financial planning, integrating financial advisors, insurance agents, a law firm, and a CPA under one roof. The firm emphasizes the importance of addressing all aspects of a financial plan, ensuring clients and their families can actively participate in the decision-making process.

Specializing in wealth management, long-term care planning, and insurance strategies, the firm aims to educate clients on critical retirement decisions, including tax planning and healthcare costs. Their commitment to simplifying complex financial issues allows clients to make informed choices about their financial futures.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Certified public accountant, Accounting services, except auditing

Shannon Barley PA

Shannon Barley PA, located in The Villages, FL, offers a comprehensive range of accounting and financial services tailored for both individuals and small businesses. Their expertise includes personal financial planning, estate planning, tax services, and strategic business planning, ensuring clients receive personalized attention and professional guidance. With a commitment to building strong client relationships, Shannon Barley PA provides solutions such as payroll services, cash flow management, and business valuation. Their team of experienced professionals is dedicated to helping clients navigate complex financial landscapes while fostering long-term success and security. Generated from the website
Certified public accountant, Services, nec, nec

Crippen & Co.

Crippen & Co. offers strategic and time-saving accounting solutions tailored for business leaders in The Villages, FL, and Ocala. Their dedicated team focuses on equipping clients with the clarity needed to make informed financial decisions, simplifying the complexities of accounting and tax services. Through a comprehensive range of services including advisory consulting, strategic accounting, and tax planning, Crippen & Co. aims to enhance the financial health of both businesses and individuals. The firm prides itself on transforming data into actionable insights, enabling clients to concentrate on the future of their enterprises. Generated from the website

Linn Financial

Linn Financial is a financial services firm based in The Villages, FL, specializing in providing personalized wealth management solutions to individuals and families. With a focus on building long-term relationships with clients, Linn Financial offers a range of financial planning services to help clients achieve their financial goals and secure their financial future. Generated from their business information
United States›Florida›The Villages›Michael L Whitaker & Associates LLC

Partial Data by Infogroup (c) 2025. All rights reserved.