The Naples Wealth Management Group - Morgan Stanley

Broadleaf Partners, LLC is a leading investment firm based in Hudson, Ohio. Founded by Douglas S. MacKay, CFA, the company offers a range of investment services to institutional and private investors, providing personalized advice and managing portfolios to help clients achieve their financial goals. With a team of experienced professionals, including William F. Hoover as President and Chief Operating Officer, Broadleaf Partners, LLC combines expertise in finance, research analysis, and client services to deliver comprehensive investment solutions. Committed to delivering favorable results, the firm emphasizes individual factors and risk management to ensure optimal investment outcomes for their clients.Generated from the website

First Federal Lakewood is a community bank that prioritizes reinvesting customer deposits into the local community, fostering vibrant and strong neighborhoods. With products tailored to individual needs, customers can maximize their money while supporting a bank that is deeply rooted in the community. Generated from their website's infomation

Managed separately, the pieces of your financial life can only realize part of their true potential. Your Financial Advisor uses a disciplined process designed to allow the different pieces of your financial life to work together to help create, strive to build, and work to protect your wealth.