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Bruce W. Haltinner

CFP®

First Vice President - Investment Officer 5.12 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Venice, Florida and the surrounding communities.

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

1699 US Highway 41 Bypass South
Venice, FL 34293
(866) 408-8797
(941) 492-3304

Mary-Elizabeth W. Lehane

EA, CFP®

7.41 Miles

Specialties: Comprehensive Financial Planning, Business Taxes, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving Venice, Florida and the surrounding communities.

Mary Elizabeth W. Lehane

13909 Neviano Street
Venice, FL 34293
(941) 244-0573

Jean P. Larsen

CFP®

Registered Principal 1.53 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving Venice, Florida and the surrounding communities.

JP Financial Center

439 Mexicali ave
Venice, FL 34293
(941) 488-5326