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

Gender:    Male
CRD#:    3084281
Firm CRD#:    146151
Insurance License#:    A304221
States Licensed in:    FL
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
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    19
I work with the following types of clients:    Individual Investors, Businesses
Foreign Languages Serviced:    English and Spanish
 

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

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    100000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
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.
 
 
 
Prepared By: Richard Reyes, CFP
 
 
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