Expertise.com Rating
Review Sources
- 5.0 (3)
Why choose this provider?
North Florida Wealth Advisors has been serving the residents of Gainesville and the surrounding areas for more than 35 years. It offers goal discovery, investment portfolio management, and insurance analysis services. It also assists clients transitioning into retirement through services such as retirement planning, tax planning, estate planning, and Social Security strategies. Managing director Christopher Conner has been working in the financial services field for more than three decades. He has served as president of the North Central Florida Estate Planning Council.
- Certified Financial Planner (CFP)