Pachira Co

HomeBridge Financial Services, Inc. is one of the largest privately held, non-bank direct lenders in the United States. In the last 25 years, HomeBridge has grown to include nearly 3,000 associates th

Wells Fargo Advisors in Naples, FL is a trusted wealth management firm that helps individuals and businesses connect their money to what is most important in their lives. With a client-first philosophy, their team of experienced professionals offers personalized solutions for wealth planning, investment management, and private wealth services. They leverage best-in-class financial technology to provide clarity, balance, and protection, guiding clients through complex financial decisions and helping them reach their goals. With a focus on stewardship rather than salesmanship, Wells Fargo Advisors treats wealth as a perpetual asset for good. Their customized portfolios and guided process are designed to help clients make thoughtful and intentional money decisions. Whether it's saving for retirement, transitioning a business, or maximizing the impact of their money, the Edwards Group at Wells Fargo Advisors is dedicated to providing a you-nified wealth management experience that empowers clients to achieve their financial aspirations.Generated from the website

Zhang Financial in Naples, FL is a comprehensive fee-only wealth management group. Our services include financial planning, estate planning, investment management, and risk management. We employ financial advisors who are nationally recognized in publications such as Barron's, Worth, and Financial Times. Our client's assets are held by a third-party custodian such as LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service. We are also registered with the National Association of Personal Financial Advisors (NAPFA).