Featured Business Financial Advisor in Maitland, FL
Maitland Financial Advisors
Wealth and Business Planning Group, LLC
125 S. Swoope Ave, Suite 109
Maitland, FL 32751
(407) 622-6669
“The Financial Quarterback (TM)”
Advisor Profile
Richard Reyes, CFP
Name:  Richard Reyes, CFP
Phone Number:  (407) 622-6669
Website:  Visit Website
Disclosure Link:
http://www.thefinancialqb.co...
Disclaimer
Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.
 

General Information

States Willing to do Business in:    Altamonte Springs,Apopka,Astatula,Cassadaga,Casselberry,Christmas,Clermont,Debary,Deland,Deltona,Eustis,Geneva,Gotha,Kissimmee,Lake Mary,Longwood,Montverde,Mount Dora,Oakland,Ocoee,Orange City,Orlando,Osteen,Oviedo,Sanford,Sorrento,Tavares,Windermere,Winter Garden,Winter Park,Winter Springs,Zellwood
Foreign Languages Serviced:    English and Spanish
I work with the following types of clients:    Businesses, Individual Investors
States Licensed in:    FL
Insurance License#:    A304221
Firm CRD#:    146151
CRD#:    3084281
Gender:    Male
Number of Years with Current Firm:    21
Years of Experience in Financial Services:    21
 

Education

Academic Background
 
Richard received his formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office
Investment Types:    Real Estate, Insurance, Annuities, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 6
Certifications, Accreditations & Designations:    Insurance License (Life & Health; Long Term Care; Specify below), CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Additional Details on Charges:    We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day.

We bring the best possible solution for the client. We are not transaction-oriented, commission-driven or tied to any one product or company.
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Minimum Portfolio Size for New Managed Accounts:    100000
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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