Rita Medaglio-Barrera, CDFA™ is an experienced Certified Divorce Financial Analyst™ for over 15 years and a Family Mediator with over 10 years experience. She is also a Financial Neutral and...
Melbourne (FL) - - Phone: (631) 498-4560
With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated...
Melbourne (FL) - - Phone: (321) 751-6162
Viera Insurance Professionals LLC is a leading distributor of insurance products with all of the top carriers. We specialize in Medicare, Health, Life and Long Term Care insurance as well as working...
Melbourne (FL) - - Phone: (321) 253-6323
Melbourne has financial planning consultants and services relating to the same available. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings. The consultants in Melbourne are market experts who can well advise you to choose the right plans and investments. What is needed is a holistic approach to managing the assets of the client. They may specialize in certain sectors of financial planning such as for the individual, or for the family, or small businesses. The qualities that make for a successful consultant include building long-term client-consultant relationships, competence, and integrity, along with a sound knowledge of the options available in the market.
