We meet people every day who are facing some of the most important questions of their financial lives. After a lifetime of saving and investing, the weight of making major decisions with “big money” is on their shoulders, and they want to do it right.
For over 35 years, our team of financial advisors has helped individuals and families, just like yours, discover true financial freedom. We invite you to schedule an appointment with us today, and get the clarity and confidence you need to make wise financial choices when it matters most.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.
Our services include:
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Clermont, FL 34711
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and United Planners Financial Services are not affiliated companies.
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