Traditions Wealth & Legacy Planning

Xexis Private Wealth LLC, located in Lake Mary, FL, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies through a range of investment and insurance products. The firm prides itself on its knowledgeable and approachable team, utilizing their proprietary EASE PLANNING methodology to educate and strategize for clients' financial goals. With a strong focus on personalized service, Xexis Private Wealth emphasizes clear communication and the importance of understanding each client's unique needs, thereby fostering confidence and peace of mind in their financial planning. Their commitment to excellence is reflected in positive client testimonials highlighting the team's depth of knowledge and genuine concern for helping clients achieve financial security. Generated from the website

FirsTrust is a fee-only financial planner located in Florida . Equipped with the latest technology, we help you with wealth management, tax planning, retirement planning and investment planning with uncompromised objectivity and immune to the influence of sales incentives and corporate politics. We are ranked among the nation's top advisory firms according to Bloomberg's Wealth Management Top Dog Report. Come see what "serving the client's best interests" as a fiduciary looks like.

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 The Villages, FL area, Dale Cebert 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.