Nationwide Mutual Insurance Company

What Makes Us Different? Can you imagine a financial planning and investment firm that uses a custom family index to guide your investment portfolio in a completely objective manner? With a limited number of clients, and in-house specialist managing your financial affairs? We did, and that’s exactly why we created Flaharty Asset Management. Have you ever asked yourself what a “Fiduciary Standard of Care is” and why it means so much to our clients. If you haven’t – you should. Financial Planners and Advisors in Clearwater, FL The key to any successful firm involves more than just having highly-trained professionals who specialize in what they do - it goes much deeper than that.

John T. Petika, Sr. is a Senior Vice President and Wealth Management Financial Advisor with UBS Financial Services Inc. in Clearwater, FL, who has been a key member of the Petika Wealth Management Group since 1988, specializing in wealth preservation and estate planning strategies. Recognized for his achievements, John has earned accolades such as inclusion in the Forbes Best in State Wealth Advisors and the UBS Wealth Management Directors Council, reflecting his commitment to providing high-touch, personalized financial guidance to his clients. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy