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Name
City
Gallagher
_
1395 Panther Lane
Naples
,
FL
34109
Bud Hornbeck
(239) 280-3241
Member Since: 1975
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Allstate Insurance - Renee Moisan
_
2400 Vanderbilt Beach Road, Suite 107
Naples
,
FL
34109
Renee Moisan
(239) 597-5551
Member Since: 2003
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Slepcevich Financial Group, LLC
_
2375 Tamiami Trail North, Suite #208B
Naples
,
FL
34103 4439
William Slepcevich
(239) 435-9433
Member Since: 1995
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The Wellington Group at Morgan Stanley
_
8889 Pelican Boulevard, Suite 300
Naples
,
FL
34108 9978
Scott O'Dell
(239) 449-7881
(800) 326-9921
Member Since: 2014
Financial Advisor
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Merrill Private Wealth Management
_
9128 Strada Place, Suite 301
Naples
,
FL
34108
Charles Jarrett
(239) 263-1405
(800) 873-5870
Member Since: 2020
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Nova Wealth Management
_
24311 Walden Circle Dr.
Suite 200
Bonita Springs
,
FL
34134
Charley Corbett
(239) 444-1794
Member Since: 2023
At Nova Wealth Management, we believe long-term financial security calls for thorough planning. We’re here to help you take control of your future with individualized financial planning services. Our wealth management advisors are located in Bonita Sprin
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The Naples Money Managers
_
10001 Tamiami Trail North, Suite #101
Naples
,
FL
34108 2746
John Kinkead
(239) 261-4800
(800) 226-4801
Member Since: 1987
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Benjamin F. Edwards & Co
_
850 Park Shore Dr, Suite 204
Naples
,
FL
34103
Eric Price
(239) 354-7432
Member Since: 2020
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Gulfshore Insurance, Inc.
_
4100 Goodlette Road North
Naples
,
FL
34103 3300
Kim Shaidle
(239) 261-3646
Member Since: 1975
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UBS The Matina Group
_
801 Laurel Oak Drive
Suite 500
Naples
,
FL
34108
Amy West CTFA
(239) 249-5011
Member Since: 2023
The Matina Group: A boutique Private Wealth Management team that provides thoughtful advice, customized solutions and a world class client experience
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Northwestern Mutual: The Bouchard Financial Group
_
4851 Tamiami Trail North
Suite 302
Naples
,
FL
34103
Jesse Bouchard
(239) 985-2803
Member Since: 2023
Would love to help you save money on what you're doing, or make more money on what you're doing. I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's
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Verita Wealth Advisory Group
_
12330 Tamiami Trail E. Suite 101
Naples
,
FL
34113
Anthony Leopizzi
(844) 997-PLAN (7526)
Member Since: 2019
I enjoy using my knowledge to help members of my community reach their financial goals. — I will take the time to understand what’s truly important to you and deliver personalized advice to help you reach your financial goals, whatever they may be. With
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Capital Wealth Advisors
_
9130 Galleria Court, Third Floor
Naples
,
FL
34109
Ann Lacoste
(239) 643-8625
Member Since: 2009
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Fidelity Investments
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5200 Tamiami Trl N, Suite 103
Naples
,
FL
34103
Dana Gillette
(239) 596-3303
Member Since: 2010
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Corporate Finance Associates
_
19953 Beverly Park Road
Estero
,
FL
33928
Bill Becker
(239) 488-0250
Member Since: 2022
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The Naples Trust Company
_
5920 Goodlette-Frank Road North
Naples
,
FL
34109
West McCann
(239) 774-4000
Member Since: 2009
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Fifth Avenue Family Office
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3003 Tamiami Trail North Suite #410
Naples
,
FL
34103
Kyle Shoemaker
(239) 262-6300
Member Since: 2012
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Faithward Advisors
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1415 Panther Lane, Suite 495
Naples
,
FL
34109
Bernie I Bostwick
(239) 747-7010
Member Since: 2020
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Northwestern Mutual-Naples/Estero Group
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23160 Fashion Drive, Suite #217
Estero
,
FL
33928 2567
Orvil Elia
(239) 676-2300
Member Since: 2001
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Ciccarelli Advisory Services, Inc.
_
9601 Tamiami Trail North
Naples
,
FL
34108
Kim Kantor
(239) 262-6577
Member Since: 1994
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Mariner Wealth Advisors
_
4851 Tamiami Trail N
Suite 200
Naples
,
FL
34103
Ben Jones
(239) 350-5457
Member Since: 2022
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Alliance Financial Group of South Florida Inc.
_
999 Vanderbilt Beach Road
Suite 607
Naples
,
FL
34108
Michael Kochis
(239) 270-5400
Member Since: 2013
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Moran Wealth Management
_
5801 Pelican Bay Boulevard Suite 110
Naples
,
FL
34108
Julie Cusson
(239) 920-4440
Member Since: 2012
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OneGroup Retirement Advisors
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3673 Santaren Court
Naples
,
FL
34119
Joe Hatfield
(315) 264-2055
Member Since: 2022
OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s more than 30-year history, our approach has always been consultative and rooted
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