FL · Summerfield

Fiduciary advisors in Summerfield, FL

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

2 listed Low coverage · not indexed

2 results in Summerfield

Rob Elstad-Momentum Wealth

Summerfield, Florida

Retirement Planning Investment Management

Rob Elstad-Momentum Wealth, based in Summerfield, Florida, provides retirement planning and investment management services with a focus on widows, women, and families navigating wealth transfer. The firm emphasizes a team-based approach and proactive strategy development tailored to individual risk tolerance, time horizon, and financial goals, with ongoing monitoring and adjustment as circumstances change.

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The WealthKare Investment Center

Summerfield, Florida

Estate Planning Investment Management Retirement Planning

The WealthKare Investment Center, based in Summerfield, Florida, has been operating since 1997 under founder Bruce J. Smith III and provides retirement planning, investment management, and estate planning services. The firm uses a proprietary process called Get MORE Retirement® that incorporates tax planning strategies, including its TAX FREEDOM™ distribution approach, and serves clients seeking custom wealth management design. The firm offers complimentary initial consultations and has drawn on experience working with high-net-worth individuals to develop its planning platform.

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Financial advisors in Summerfield, Florida

Advisors serving Summerfield 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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