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Showing 31 advisor(s) and rep(s)

Kolbe Andrade

B.S.

Kolbe opened his financial planning practice in Northwestern Mutual’s beautiful downtown Saint Petersburg office in 2014. Since then he has successfully established an extensive network of clients while maintaining a very personal relationship with each & every one of them. In addition to financial advising, Kolbe serves as the College Unit Director - working directly with the internship program.Visit my website

Expertise: Business Succession Planning, Life Insurance Planning, Investment Strategies, Financial Planning, Employee and Executive Benefits Planning, Retirement Planning, Special Needs Planning, Disability Income Planning, Long Term Care Planning, Wealth Management, Retirement Income Planning, Estate Planning, Business Continuation Planning, Business Risk Management, Business Valuation Planning, Education Funding, Private Client Services, Qualified Plan Design Assistance, Qualified Plan Benchmarking, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Trust Services

Languages: English

Location: St Petersburg FL, 33701

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Theresa AnnunziataVisit my website

Expertise: Employee and Executive Benefits Planning, Disability Income Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Business Continuation Planning

Languages: English

Location: St Petersburg FL, 33701

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Thomas Arden

MBA, CLTC®, CLU®, ChFC®, CFP®

Visit my website

Expertise: Retirement Planning, Retirement Income Planning, Wealth Management, Financial Planning, Investment Strategies, Estate Planning, Trust Services, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Business Succession Planning

Languages: English

Location: St Petersburg FL, 33701

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David Condron

CLTC®

Whether you are concerned for your own Financial Needs or those of your family or business. I will work to understand your financial dreams and goals so I can help provide the right solutions at the right time. I was born and raised in St. Petersburg, met my wife Christy in 2002 when I started at Northwestern Mutual. We now have 3 children- Austin, Asher and Kate.Visit my website

Expertise: Financial Planning, Business Succession Planning, Retirement Planning, Estate Planning

Languages: English

Location: St Petersburg FL, 33701

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Oliver FarmerVisit my website

Languages: English

Location: St Petersburg FL, 33701

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Copley GerdesVisit my website

Expertise: Business Risk Management, Estate Planning, Financial Planning, Retirement Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Education Funding

Languages: English

Location: St Petersburg FL, 33701

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Bethanie GoreVisit my website

Languages: English

Location: St Petersburg FL, 33701

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Danny HernandezI enjoy working with humble, successful professionals looking for a roadmap to financial independence. My team and I take a holistic approach integrating insurance, investment and estate tax planning. We want our clients to spend time doing what they enjoy doing most while having financial peace of mind.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Succession Planning, Business Risk Management, Disability Income Planning, Education Funding, Estate Planning, Life Insurance Planning, Private Client Services, Special Needs Planning, Trust Services, Wealth Management, Qualified Plan Employee Education, Long Term Care Planning, Employee and Executive Benefits Planning, Retirement Income Planning, Qualified Plan Fiduciary Education, Qualified Plan Design Assistance, Qualified Plan Benchmarking, Investment Strategies, Business Valuation Planning, Business Continuation Planning

Languages: English

Location: St Petersburg FL, 33701

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Mikela HinesVisit my website

Languages: English

Location: St Petersburg FL, 33701

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