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ContactsEdit
| Street address: | 2925 Coco Lakes Drive |
| City / suburb: | Naples, FL |
| Zip code: | 34105 |
| Phone: |
(239) 384-9984 (Primary Phone) |
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Business descriptionEdit
We specialize in individuals, families and small businesses in retirement, estate, income and college planning.
Founders John Meo, Jr, CFP and Katherine A. Praydick-Meo, CFP have been helping clients since 1985 with investments in stocks, bonds, mutual funds, REITs, Variable and Fixed Annuities, Life, Health and Long-Term Care Insurance. We specialize in Estate Planning, Retirement Planning, Increasing Income, Reduction of income taxes,
General informationEdit
Categories
- Business Services Financial Investment Advice Financial Planning Consultants
Business data
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | ||
| City / suburb: | Naples, FL |
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Hours
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