FL · Punta Gorda

Fiduciary advisors in Punta Gorda, FL

2 advisors with offices in Punta Gorda. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Punta Gorda

Chris Schultz, Modern Woodmen of America

Punta Gorda, Florida

Chris Schultz represents Modern Woodmen of America in the Punta Gorda area, serving members throughout southwest Florida with investment management and financial planning services. He specializes in working with business owners and their families, particularly those aged 55 and older, and brings prior experience as a certified firefighter and medical technician. Schultz has earned recognition within Modern Woodmen, including membership in the President's Council and President's Cabinet, as well as Million Dollar Round Table qualification.

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Merrill Lynch Wealth Management

★3.2(10)

Punta Gorda, Florida

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Punta Gorda, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.2-star rating from 10 Google reviews.

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Financial advisors in Punta Gorda, Florida

Advisors serving Punta Gorda 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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