Retirement plans such as 401-K, 403-B, IRA, Roth IRA, and IRA Rollover, Personal & life insurance strategies including long term care, 6767 N. Wickham Road, Melbourne, FL 32940, Indexed, Immediate, Fixed and Variable Annuities, Investment Design, Mutual Funds, Stocks and Bonds, Fixed Income, Portfolio restructuring, Complimentary portfolio reviews, Exchange Traded Funds, Unit Investment Trusts
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Financial Advocates, Inc.
Kerry Kimmel-Geiger
6767 Nort●●●●●●●●●Suite 400
Mel●●●rne , FL, 32940
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Financial Advocates, Inc.
Kerry Kimmel-Geiger
1363 Ve●●●●●●● Circle
Mel●●●rne , FL, 32940
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Retirement plans such as 401-K, 403-B, IRA, Roth IRA, and IRA Rollover, Personal & life insurance strategies including long term care, 6767 N. Wickham Road, Melbourne, FL 32940, Indexed, Immediate, Fixed and Variable Annuities, Investment Design, Mutual Funds, Stocks and Bonds, Fixed Income, Portfolio restructuring, Complimentary portfolio reviews, Exchange Traded Funds, Unit Investment Trusts
Financial Advocates | Bridging Alliances for Advisors
Check the background of this financial professional on FINRA’s BrokerCheck. Hybrid & Pure RIA Regulatory Support. Community, Resources, Events. News & Press Releases. Bridging Alliances for Advisors. Helping financial advisors find the right path towards increased independence. View Our Transition Process. Welcome to Financial Advocates! As of November 2017. Are You Ready to Transition your Firm? Discover Financial Advocates’ different transition programs below. 8220;Financial Advocates is our partner in...
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Working with an Advisor. We all need an advocate. Advocate: one that supports or promotes the interests of another. In this complex, ever-changing world of financial investment and planning, you don’t need just an advisor, you need an advisor-advocate. As your life changes, so do your financial plans; we’ll be there to help you adjust to those changes. We view this as an ongoing process a practical partnership to help you pursue your financial independence. True to Your Future. At Financial Advocates, we...
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Financial Planning | Financialadvocatesforseniors.com
Financial Planning For Seniors. Do you have an aging spouse or parent who can no longer handle taking care of the finances and bills? Do you have your money spread out in so many financial institutions you are not sure where it all is and how to handle it? Do you still need the necessary Health or Financial Powers of Attorney in case you are incapacitated? Do you need to protect your assets from Probate? Are you a veteran who would like to receive up to $2000 per month tax free? We believes it is despica...
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Financial Advocates, Inc. has Registered Representatives who are licensed to conduct business in Alabama, Connecticut, Florida, Georgia, New York, New Jersey, Ohio, Maine, Massachusetts, Michigan, North Carolina, and West Virginia. I acknowledge that I am a resident of. One of the states listed above. I am not a resident of. One of the states listed above.
Home | Financial Advocates Investment Management - Northern California
Patrick G. Gainer. CIMA, CRPS, AIF . Michael K. Naki. Retirement Saving and Investing. Your 401k Rollover made easy. Are you ready for retirement? Here are five words you should consider. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. What does your home really cost? Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. By integrating fiduciary a...
Financialaerobics.com - Business & Customer Awareness Resources
Business and Customer Awareness Resources. Sage BOB 30 Boekhoudsoftware Review. December 21, 2017. December 21, 2017. Boekhoudsoftware is offered by TCS Computers, one of the leading vendors of financial, accounting, and management software. Sage BOB 30. Offers standard accounting tools and business management tools and several enhancement features to increase employee productivity. It is the right solution for many small to mid-sized business. All businesses must do payroll. Accounting Software user...
Financial Affairs
Tuesday, September 30, 2014. Other devices that I think will become obsolete are pocket calculators and financial calculators. Again, our smartphone can support applications which will very shortly completely replace such items as calculators – as soon as classrooms get over the “no phones while class is in session” rule. Soon enough, they will become extinct! As far as where I see the Internet going 10 years from now, I wish I knew! It is impossible to not have ads between your feeds and even on the rig...
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Call Us: 01282 452255. Business and Personal Finance. Insurance & Financial Experts for over 40 Years. Personal & Small Business Insurance. High Net Worth Insurance. Travel & Lifestyle. Commercial Vehicle & HGV. Property – Commercial & Industrial. Exposure Reporting & Risk Management. Directors & Officers. View ALL Insurance Products. Auto Enrolment & Employee Benefits. Business Planning & Protection. Savings & Investments. Trust Estate & Inheritance Tax Planning. Pension & Retirement Planning. Corporate...
