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Saturday, July 31st, 2010

Financial Services


Cornerstone Private Advisors, LLC 
Cornerstone Private Advisors

Ed Bamberg, CFP, ChFC
Stephen T. Salis

2909 Cardinal Drive
Vero Beach, FL 32963
Phone: 772-231-7738
Fax: 772-365-0300  
ebamberg@cornerpa.com
ssalis@cornerpa.com  
 

 


 

Dixie PowellDixie L. Powell, CPA, CFP,
Qualified Kingdom Advisor

2770 Indian River Blvd., Suite 311
Vero Beach, FL 32960

Phone: 772-778-8006
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.

 


 Professional Insurance Advisors
1875 43rd Avenue
Vero Beach, FL 32960
Phone: 772-567-7774
Fax: 772-567-0166
Cell: 772-633-2477
Robin Yencho
yenchor2@nationwide.com

Offering insurance and financial services.


 

  Primerica Financial Services
West Office
A member of Citigroup
9035 Americana Road Suite 14
Vero Beach, FL 32966
Phone: 772-569-9838
Fax: 772-257-0061
Cell: 772-633-1003
Gary & Mary Ryan
JFG9202@
primerica.com
www.primerica.com/garyryan

Our mission is to help middle income families become properly protected, debt free, and financially secure 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.

 

Trent Leyda/Morgan Stanley 

Trent Leyda, Vice President/Financial Advisor
3525 Ocean Drive
Vero Beach, FL 32963
Phone: 772-234-1805
Fax: 772-234-1858

trent.leyda@morganstanley.com

   

Vincent J. Celano, CFP®
Financial Advisor


Wells Fargo Advisors, LLC
3545 Ocean Drive
Vero Beach, FL 32963
Phone: 772-231-9200
Fax: 772-231-5938
vincent.celano@wellsfargoadvisors.com
www.home.wellsfargoadvisors.com/vincent.celano


The Nelson Wealth Management Group

Tom Nelson,   Nelson Wealth Management
First Vice President - Investments
Merrill Lynch 
660 Beachland Blvd. #101
Vero Beach FL 32963
Phone: 772-231-9044
Toll Free: 1-877-231-9044
Fax: 772-905-3059
thomas_nelson@ml.com  
www.fa.ml.com/thomas_nelson 

Offering investments and financial planning with a combined 50 years of experience.

 

Joan M. Paquette, CPA, PA 

Joan M. Paquette, CPA, PFS, MBA, CSEP
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 
www.verocpa.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.

Helen Buckley of Buckley Insurance and Financial Services, Inc.



Buckley Insurance and Financial Services, Inc. 

Helen Buckley, Agent/President
865 20th Place, Suite 3
Vero Beach FL 32960
Phone: 772-770-0000
Fax: 772-770-3453
Cell: 321-720-4777  
helen@helenbuckley.com  
www.helenbuckley.com  

Insurance and Financial Services


 

 



  

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