I believe my most important role is to help our clients pursue their lifetime financial goals.
These goals are very personal and unique to each individual or family. One of the advantages of being a Financial Advisor with Longview Wealth Advisors is our access to a broad range of financial tools to help choose what may work for our clients. There is no "Investment of the Month", or quota to meet. Our objective is creating a customized financial plan that the client understands and believes in.
I am securities licensed in Florida and many other states. My professional qualifications also include Series 7, 63 and 66 licenses through LPL Financial. With over 40 years of experience in Financial Services, I've helped individuals and families, small businesses and large corporations.
As advisors with Longview Wealth Advisors, we focus on financial planning, retirement planning, estate planning and risk management strategies, helping our clients have confidence in their financial future. We are based in St Petersburg, Florida and serve individuals, families and businesses in Pinellas, Hillsborough, Pasco, Manatee, and Sarasota counties.
We know that speaking to a financial advisor can feel overwhelming and intimidating. You may be concerned about discussing your assets, or what you may perceive as a lack of assets. Allow me to share this: It doesn't matter what you have or don't have. What matters most is where you are headed. We can help create a plan that gives you direction and is designed to help reduce fears and doubts about your future.
Call us today at 813-804-7914 for a complimentary, no obligation consultation. A financial plan can help you look to the future with clarity and confidence. Ask us questions and allow us to demonstrate how we can help you.
Thank you
Marc Walker & Tom Berry
The free consultation provides an overview of investment and financial planning services offered through LPL Financial, a registered Investment Advisor, Member FINRA/SIPC. You are not obligated to purchase any products or services as a result of receiving the free consultation.
07/21