Financial and Investment Services in Melbourne, FL
Financial and Investment Services
Rita Medaglio-Barrera, CDFA® , Financial Planner & Certified Divorce Financial Analyst® , Collaborative Divorce Financial Professional, and Licensed in Florida and New York - Life, Health, Annuities Insurance Agent. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions regarding retirement planning, investments, insurance, divorce, separation, and family mediation services.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
321-244-9100
About this listing: Information on this page may be sourced from business owners, public records, and trusted data partners. 2findlocal provides these details to help users discover local businesses and services.
Found something inaccurate?
Suggest an edit
.
Is this your business?
Claim it
Worldwide > United States > Melbourne > Financial and Investment Services