Douglas CPA Bronson PA

For over three decades, Omni Wealth Advisors has served the needs of its clients by providing a level of advice and service that is unprecedented in today's financial marketplace. Our firm is built on a solid foundation of core values that keep each member of the team grounded and focused on our clients' needs.

At Statler Financial, we offer or can refer you to professionals providing the following services:Annuities Retirement PlanningWealth AccumulationAsset ProtectionTax PlanningLong Term CareEstate PlanningIRA Legacy PlanningTrustsLife InsuranceProbateCharitable Giving StrategiesIRA & 401(K) RolloversCall today for your free 3 step review!Phillip Statler is a veteran to the financial services industry and has been educating and assisting Highlands County pre-retirees and retirees on comprehensive retirement solutions for over a decade. As a Wealth Manager and Registered Investment Advisor, Mr. Statler's mission is to provide area residents with the insight they need to make informed decisions about their retirement future and direction on how to maintain their own financial security in their retirement years. His firm, Statler Financial Services, Inc., takes a holistic approach to comprehensive planning and offers guidance on tax reduction strategies, estate planning and distribution and succession planning. Additionally, Statler works with valued clients to ensure their investments and retirement accounts are protected and will last throughout the retirement years. To schedule a time to discuss your financial future, contact us or call us today!

Patrick Financial Group Inc, located in Seminole, FL, specializes in providing comprehensive accounting and tax services tailored for small businesses and individuals. Their expertise includes small business accounting, tax planning, estate and trust planning, and industry-specific accounting services for sectors such as construction, healthcare, and real estate. The firm is dedicated to helping clients achieve financial success through proactive strategies that minimize tax liabilities and enhance profitability. With a focus on personalized service, Patrick Financial Group aims to equip clients with the tools and insights necessary to effectively manage their finances and seize growth opportunities. Generated from the website