Charlotte Katz

SW Florida (3)

1. A.G. Edwards & Sons, Inc.
A.G. Edwards is a full-service brokerage firm that helps clients with all aspects of their investing, saving and financial planning. Whether your goal is as complex as planning for an education, retirement or your estate – or as simple as buying stocks, bonds, CDs, mutual funds, annuities or life insurance – our financial consultants are ready to help.
A.G. Edwards & Sons, Inc.

2. Deavers and Deavers Financial Services, Inc
Life Insurance marketing of quality products for insurance agents. Term life insurance, substandard risks, and specialty markets (Section 419, VEBAs, and Section 79 plans.)
Deavers and Deavers Financial Services, Inc

3. Dion Money Management, Inc. Financial Advisors Personal Money Management Investment Management Consultants Professional Portfolio Managers Newsletters Ira Rules Vanguard Mutual Funds Fidelity Financial Advisors Managed Accounts Investment Management
Dion Money Management is an independent, private firm that actively manages over $300 million for families, small business owners, professionals and non-profits with portfolios exceeding $100,000.
Dion Money Management, Inc. Financial Advisors Personal Money Management Investment Management Consultants Professional Portfolio Managers Newsletters Ira Rules Vanguard Mutual Funds Fidelity Financial Advisors Managed Accounts Investment Management

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