Michael Whitaker and Associates
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
3251 Wedgewood Ln # 206, The Villages, F...Phone Number
(352) 391-9934Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Michael Whitaker and Associates
Michael Whitaker & Associates, LLC is a financial consulting firm located in The Villages, Florida, offering a holistic approach to financial planning. Their services include wealth management, insurance planning, long-term care planning, and annuities, aimed at helping clients navigate complex financial decisions. The firm caters primarily to retirees and individuals seeking comprehensive financial advice, ensuring clients are involved in the decision-making process. With a team that includes financial advisors, insurance agents, and legal professionals, they strive to simplify financial issues for their clients.Explore more
Michael Whitaker and Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Michael Whitaker and Asso...
<$5M
1-10
Private
-
2009
MW
Michael WhitakerChartered Financial Consultant Owner
Company Profile Activity
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Michael Whitaker & Associates, LLC is a financial consulting firm located in The Villages, Florida, offering a holistic approach to financial planning. Their services include wealth management, insurance planning, long-term care planning, and annuities, aimed at helping clients navigate complex financial decisions. The firm caters primarily to reti... Read More
