Hon. Michael L. Gudis (RFC®), CEP, CSA, EA, MBA352 795-2044
253 N.W. Bay Path Dr. Crystal River, FL Hon. Michael L. Gudis (RFC®), CEP, CSA, EA, MBA 352 795-2044
253 N.W. Bay Path Dr. Crystal River, FL
Qualifications Education: BA MBA Years of Experience: 43 Membership IARFC, FPA, NAIFA, NICEP Services Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts
Dr. Irvin W. Hoo-Fatt (RFC®), CFP, RFP954-401-0837
14970 SW 35th Street Davie, FL Dr. Irvin W. Hoo-Fatt (RFC®), CFP, RFP 954-401-0837
14970 SW 35th Street Davie, FL
Company Money Concepts FPC Qualifications Education: MB, BS. RFP, RFC, CFP Years of Experience: 10 Services Invoice, Estate Planning, Portfolio Management, Retirement Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans
Lea Smith Johnson (RFC®), CFP, MBA941 755 0975
4515 Barracuda Dr Bradenton, FL Lea Smith Johnson (RFC®), CFP, MBA 941 755 0975
4515 Barracuda Dr Bradenton, FL
Qualifications Education: BS ,MBASeries 7,63,66Real Estate License, Pennsylvania State University BS and MBA, Finance. Honoraries: Alpha Iota Delta Nat'l. Decision Sciences Fraternity and Beta Gamma Sigma Nat'l. Business Womans Fraternity. Licenses: Life Insurance and Annuiti Years of Experience: 11 Membership IARFC, FPA, NAIFA Services Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans
Mr. Charles J. Czajka (RFC®), CEP772 419 0050
2684 SE Willoughby Blvd Stuart, FL Mr. Charles J. Czajka (RFC®), CEP 772 419 0050
2684 SE Willoughby Blvd Stuart, FL
Company Macro Money Concepts Qualifications Education: University of Conn school of insuranceManchester Community collegeCertified Estate Planner Years of Experience: 32 Membership IARFC, MDRT, NAPFA Services Invoice, Estate Planning, Business Planning, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Family Offices, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Asset Protection, BuySell, Compensation Plans
Mr. David H. Henderson (RFC®), CEP, CSA941 586 9280
P.O. Box 21805 Sarasota, FL Mr. David H. Henderson (RFC®), CEP, CSA 941 586 9280
P.O. Box 21805 Sarasota, FL
Company Senior Planning Resources, LLC Qualifications Years of Experience: 23 Services Invoice, Estate Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Charitable Foundations, Asset Protection
Active Lending Corporation(561) 586-6161
1718 N Federal Highway Lake Worth, FL (561) 586-6161
1718 N Federal Highway Lake Worth, FL
Services Mortgages, Internet Services, Computer Hardware and Supplies, Internet Service Providers
Mr. James D. Grady (RFC®), CSA727-369-1515
805 Executive Center Drive West #120 St. Petersburg, FL Mr. James D. Grady (RFC®), CSA 727-369-1515
805 Executive Center Drive West #120 St. Petersburg, FL
Company Lincoln Financial Advisors Qualifications Years of Experience: 23 Services Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Reverse Mortgages Blanket Mortgages (305) 274-5626
9830 SW 77th Ave Ste 120 Miami, FL
Daniel J. Bellina (RFC®), CSA, RFP305.234.0003
14248 SW 158 Path Miami, FL Daniel J. Bellina (RFC®), CSA, RFP 305.234.0003
14248 SW 158 Path Miami, FL
Company Strategic Investment Services Qualifications Education: Taught at University of Miami,Dade County Public Schools. Military servce from 1971-1992 Airborne Years of Experience: 34 Services Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable
Mr. John F. Lopez (RFC®), MBA305 448 5550
2100 Ponce De Leon Boulevard Coral Gables, FL Mr. John F. Lopez (RFC®), MBA 305 448 5550
2100 Ponce De Leon Boulevard Coral Gables, FL
Company Stewards of Capital, LLC. Qualifications Education: B.S./M.B.A. Finance Years of Experience: 10 Services Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, BuySell, LiabCover, Compensation Plans
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