Modera Financial Advisors & Financial Planners

Closed
yelp logo

(1)

Call
Website

Photos

221 W Main St
Inverness, FL 34450
+1 (352) 746-4460
http://www.moderawealth.com

Modera Financial Advisors & Financial Planners, located in Inverness, FL, is dedicated to providing sophisticated, fee-only wealth management tailored to the unique needs of their diverse clientele, including business owners, families, and retirees. With a client-first philosophy established since 1983, Modera emphasizes personalized financial planning, investment management, and comprehensive advisory services to empower clients in navigating their financial futures.

The firm prides itself on its fiduciary commitment, ensuring that their clients receive objective advice free from commissions or product biases. By leveraging the expertise of their experienced team, Modera strives to simplify complex financial situations, offering clarity and support to help clients make informed decisions.

Generated from the website

Also at this address

Reviews

yelp logo
1.01 reviews
Tina D.
6/11/2024

Do not use this company! They have manged my investments for over 10 years and have done nothing but lose my money. Don't trust them with your retirement funds!!!

Read more on Yelp
Own this business?
See a problem?

You might also like

Financial consultant, Real estate managers, Services, nec, nec

Financial Guidance Group

Fee-Only financial planning and wealth management.
Gulf Management Systems
Services, nec, nec, Business services, nec, nec

Gulf Management Systems

Gulf Management Systems, based in Clearwater, FL, specializes in providing tailored payment management solutions for small to medium-sized businesses, including gyms, non-profits, and retail establishments. With over 30 years of experience, GMS offers a range of services such as billing software, point-of-sale systems, and mobile payment solutions designed to enhance operational efficiency and reduce costs. Committed to customer satisfaction, Gulf Management Systems has built a reputation for exceptional service and competitive pricing in the payment processing industry. Their team of payment specialists works closely with clients to develop customized systems that cater to unique business models, ensuring reliable and secure transaction management. Generated from the website
Legion Capital
Fraternal associations

Legion Capital

Legion Capital Corporation is a private equity firm based in Orlando, FL, specializing in providing customized lending solutions to small and medium-sized businesses and real estate developers. With a focus on bridge funding, acquisition finance, development, and growth capital, Legion fills a crucial gap in the market that is often overlooked by traditional banks and institutions. Through a diverse range of equity and debt investment products, Legion Capital serves its investors and broker dealer community, offering attractive yields, non-correlation to financial markets, and defined liquidity dates. With core holdings in real estate development, construction, infrastructure, and other business segments, Legion is poised for exponential growth in the coming years.Generated from the website
United States›Florida›Inverness›Modera Financial Advisors & Financial Planners