Praxis Investments Group Co

Welcome to Merrill Lynch in Punta Gorda, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

At Statler Financial, we offer or can refer you to professionals providing the following services:Annuities Retirement PlanningWealth AccumulationAsset ProtectionTax PlanningLong Term CareEstate PlanningIRA Legacy PlanningTrustsLife InsuranceProbateCharitable Giving StrategiesIRA & 401(K) RolloversCall today for your free 3 step review!Phillip Statler is a veteran to the financial services industry and has been educating and assisting Highlands County pre-retirees and retirees on comprehensive retirement solutions for over a decade. As a Wealth Manager and Registered Investment Advisor, Mr. Statler's mission is to provide area residents with the insight they need to make informed decisions about their retirement future and direction on how to maintain their own financial security in their retirement years. His firm, Statler Financial Services, Inc., takes a holistic approach to comprehensive planning and offers guidance on tax reduction strategies, estate planning and distribution and succession planning. Additionally, Statler works with valued clients to ensure their investments and retirement accounts are protected and will last throughout the retirement years. To schedule a time to discuss your financial future, contact us or call us today!

Brinling Investment Management was founded by Tim Brinling. Tim has been in the industry for over 10 years and is passionate about working with his clients to meet their financial goals. Tim will walk you through the investing process and help you move forward with confidence.Brinling Investment Management, an independent firm, was founded by Tim Brinling in November 2019. Tim has been providing financial and investment advicefor 12 years and holds a series 7 license as well as a 66 designation, and a215 Health, Life, and Variable Annuity insurance license He is passionate about working with his clients to meet their personalized financial goals.