Northwestern Mutual

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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Osprey, FL area, Andy Kourpouanidis will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Advanced Wealth Management is a Florida-based wealth management firm that specializes in comprehensive retirement planning. With their Boutique Family Office approach and Life Integrated Financial Planning, they offer a cohesive and tailored strategy to help clients navigate their retirement journey. Their team of experts integrates financial advice, wealth management, legal estate counsel, and tax expertise to ensure a collaborative effort in preserving, enhancing, and transferring wealth, as well as protecting it from unexpected circumstances. At Advanced Wealth Management, they go beyond traditional financial services by providing best-in-class investment management and ongoing discretionary management of investable assets. Their investment strategy focuses on simplicity, cost-effectiveness, and alignment with each client's unique financial goals. With a commitment to their clients' financial success, they offer a comprehensive range of services to make retirement more fulfilling and guide individuals on their path to living life by heart.Generated from the website