Mike Wilbur Financial Advisors

Modera Wealth Management is a fee-only wealth management firm in Inverness, Florida. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

Located in Inverness, FL, Edward Jones - Financial Advisor: Brian Fitzpatrick is a reputable financial services establishment specializing in assisting individuals, families, and small businesses in achieving their financial aspirations. Their services encompass a wide range of financial planning aspects, including investment management, retirement and estate planning, and education savings initiatives, all designed to cater to the unique needs of each client. At Edward Jones, clients benefit from the expertise of dedicated financial advisors available across the country. The firm places a strong emphasis on fostering enduring relationships between advisors and clients, ensuring personalized consultations and continuous support as clients navigate the different stages of life. With a focus on individualized care and tailored financial solutions, Edward Jones strives to make comprehensive financial planning accessible and effective for a diverse range of investors. Generated using this brand's available information