Mills-Price & Associates Inc

CAPTRUST is a comprehensive wealth planning and investment advisory firm based in Bonita Springs, FL. With a team of over 1,600 employees, they offer tailored services to individuals, retirement plan sponsors, and nonprofit organizations. As a fiduciary and investment advisor, CAPTRUST provides expert guidance in financial planning, risk management, and investment strategies to help clients achieve their unique goals and objectives, always prioritizing their best interests to ensure financial wellness and success. Generated from their business information

Paragon Financial Services in Fort Myers, FL, specializes in association bookkeeping, acting as an in-house accounting department for condominium and homeowners associations. Their goal is to allow clients to focus on the physical and administrative aspects of community association management. The company offers a range of services including bookkeeping, assistance for self-managed properties, and tax preparation for associations, ensuring comprehensive support tailored to the needs of community associations. Paragon Financial Services is dedicated to providing reliable bookkeeping you can count on. Generated from the website

Marquis Wealth Management Group, founded in Fort Myers in January 1999, is a Registered Investment Advisor specializing in personalized financial advisory services for high net worth individuals, families, and businesses. The firm's offerings include investment management, personal financial planning, and business financial consulting, all delivered in a non-commission environment to ensure tailored financial strategies. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER practitioners, Marquis Wealth Management Group is dedicated to understanding client needs and goals while maintaining a confidential and supportive atmosphere. Their comprehensive services extend across Southwest Florida and throughout the USA, focusing on delivering the best investment, financial planning, and insurance solutions available. Generated from the website