FL · Mt Dora

Fiduciary advisors in Mt Dora, FL

1 advisor with offices in Mt Dora. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Mt Dora

Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors

Mt Dora, Florida

Retirement Planning Investment Management

Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors is a financial advisory firm in Mt Dora, Florida dedicated to helping clients achieve their financial objectives. The team holds CFP credentials. Contact Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors to schedule a consultation and discuss your financial goals

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Financial advisors in Mt Dora, Florida

Advisors serving Mt Dora specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors

Financial advisors in Mt Dora, Florida

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