Raymond James

TD Ameritrade, now a part of Charles Schwab Corporation, is a leading financial services company based in Tampa, FL. They offer a wide range of investment products and tools, including stocks, options, ETFs, mutual funds, futures, and more. With a commitment to low costs and excellent service, TD Ameritrade provides investors with access to robust trading platforms, comprehensive research, and educational resources to help them make informed investment decisions. Conveniently located on W Boy Scout Blvd in Tampa, TD Ameritrade's branch is staffed with experienced financial consultants who can assist clients in understanding their investment options and creating personalized strategies. Whether clients are new to investing or planning for retirement, TD Ameritrade aims to empower investors to achieve their financial goals through their comprehensive range of wealth management and investing solutions.Generated from the website

Orca Wealth Management, located in New Port Richey, FL, is a registered investment adviser with over 30 years of experience specializing in asset management for successful families and business owners. The firm focuses on building, preserving, and transferring wealth through personalized, fiduciary services and an emphasis on long-term relationships. Led by Certified Portfolio Manager Ken Ouellette, Orca Wealth Management provides a range of services including retirement planning, tax management, and estate planning. Their approach combines industry-leading technology with a boutique family office model, ensuring optimal financial opportunities for clients while navigating the complexities of today's financial landscape. Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.