Cornerstone Private Advisors, LLC
Stephen T. Salis
2801 Ocean Drive, Suite 200
Vero Beach, FL 32963
Phone: 772-231-7738
Fax: 772-365-0300
ssalis@cornerpa.com
www.cornerpa.com
Morgan Stanley Smith Barney
Ed Bamberg, CFP, ChFC, CLU
Financial Advisor
3525 Ocean Drive
Vero Beach, FL 32963
Phone: 772-234-1821
Fax: 772-234-1858
Cell: 772-453-7000
edward.bamberg@mssb.com
www.morganstanley.com/fa/edward.bamberg
Offering financial planning and investment advice. Life, disability and long-term care insurance planning.
Dixie L. Powell - H.D. Vest
Qualified Kingdom Advisor
635 17th Street
Vero Beach, FL 32960Phone: 772-778-8006
Fax: 772-778-0604
dixie@DixieCPA.com
www.DixieCPA.com
Please visit our website to read about: 1) Our Services and Resources; 2) Some Unique but Truthful Components of Rock Solid Planning; 3) How the Hurricane Ike Story affects you; 4) Words of Encouragement/Quotes; 5) More to read.
Whether you're looking for simple financial solutions or the most sophisticated kinds of investments or wealth management, we serve as your gateway to some of the most robust intellectual capital and global resources in the industry.
Professional Insurance Advisors
Patti O'Connell Yencho
1875 43rd Avenue
Vero Beach, FL 32960
Phone: 772-567-7774
Fax: 772-567-0166
info@piainsagency.com
Offering insurance and financial services.
Primerica Financial Services
East Office
Lisa Meade, Alvin Miller, Pat Shepherd
2345 14th Avenue, #3
Vero Beach, FL 32960
Phone: 772-569-4277
Lmeade@primerica.com
www.primerica.com/lisameade
www.myprimerica.com
Primerica is a growing company (NYSE:PRI) that makes a difference in people’s lives by providing common sense solutions to today’s problems. We teach people how money works, and how to get their own financial house in order. Educational classes are offered to Married couples, Women, Kids, and Small Businesses. Your place or our office. Freedom Lives Here!!
Primerica Financial Services
West Office
9035 Americana Road Suite 14
Vero Beach, FL 32966
Phone: 772-569-9838
Fax: 772-257-0061
Cell: 772-633-1003
Gary & Mary Ryan
garyryan@primerica.com
www.primerica.com/garyryan
Our mission is to help middle income families become properly protected, debt free, and financially independent by helping them make better educated financial decisions. Primerica offers a complimentary Financial Needs Analysis which shows you where your finances stand today and what you need to do to prepare for tomorrow, with the resources to get you there.
Vincent J. Celano, CFP®
Financial Advisor
Wells Fargo Advisors, LLC
3545 Ocean Drive
Vero Beach, FL 32963
Phone: 772-231-8361
Fax: 772-231-5938
vincent.celano@wellsfargoadvisors.com
www.home.wellsfargoadvisors.com/vincent.celano
Joan M. Paquette, CPA + Financial Advisor
2770 Indian River Blvd., Suite 301
Vero Beach FL 32960
Phone: 772-778-1922
Fax: 772-778-0867
Cell: 772-532-3267
joan@verocpa.com
websites: verocpa.com and PaquetteFinancial.com
We provide solutions. Get so much more than just a tax return with our holistic approach to your financial health and well-being. We offer accounting, financial, and tax services for individuals and businesses. Visit our website at verocpa.com to learn more.
Buckley Insurance and Financial Services, Inc.
Helen Buckley, Agent/President
506 21st Street
Vero Beach FL 32960
Phone: 772-770-0000
Fax: 772-770-3453
helen@helenbuckley.com
www.helenbuckley.com
Insurance and Financial Services
James A. Schorner, P.A.
James A. Schorner, Attorney
1702 Club Drive 
Vero Beach FL 32963
Phone: 772-231-5300
Fax: 772-231-5343
jim@jschorner.com
www.jschorner.com
Wills and Trusts; Trust and Probate Administration; Charitable Gift Planning and Asset Protection Planning; Tax Planning; Retirement Planning, Deferred Compensation Planning and Succession Planning; Estate, Gift and Income Tax Returns; Business Planning, Business and Personal Bookkeeping.
