by Jon | Jul 26, 2025
812-989-4637 Todd Kost Pinnacle Financial Partners We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs,...
by Jon | Jul 25, 2025
954-990-2220 Lisa Vignola Veritas Wealth Advisors If you are not sure your portfolio is on track or don’t believe you have a proper financial plan in place, 𝐥𝐞𝐭 𝐦𝐞 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮. My purpose as your advisor is to educate and guide you through every stage of life....
by Jon | Jul 25, 2025
954-449-6140 John Quintero Quintero Capital John Quintero is a financial advisor based in Hollywood, Florida, working with Cambridge Investment Research Advisors, Inc. John has previously held positions at Transamerica Financial Advisors, Inc, Cambridge Investment...
by Jon | Jul 25, 2025
954-834-0414 Eric Filkins Cambridge Investment Research Eric Filkins is a registered investment advisor with Cambridge Investment Research, based in Boca Raton, Florida. He has passed his Series 7 and 66 exams. Check the background of investment professionals...
by Jon | Jul 25, 2025
954-990-2220 David Pettit Veritas Wealth Advisors David Pettit III is a native Floridian who has been helping individuals, families, and business owners achieve their financial planning and wealth management goals in the South Florida area since early 1998. In...
