Ocean Financial Group

Ballast Advisors, located in Punta Gorda, FL, serves as a stabilizing force for clients seeking to secure their financial well-being amid varying market conditions. With over 100 years of combined experience, the firm offers a comprehensive range of wealth management services, including strategic financial planning, risk management, and ongoing monitoring tailored to individual client needs. The firm prides itself on its fiduciary commitment to act in the best interests of clients, ensuring that personalized, unbiased advice is at the forefront of every strategy. By fostering long-term relationships built on trust and integrity, Ballast Advisors aims to be a dependable partner throughout clients' financial journeys, helping them navigate both calm and turbulent economic waters. Generated from the website

Freedom Tax and Financial Group, located in Fort Myers, FL, specializes in providing comprehensive financial planning, wealth management, and tax services. With a focus on customizable strategies, the firm aims to help clients assess their current financial status and develop tailored solutions to achieve their goals. The team at Freedom Tax and Financial is dedicated to guiding clients through the complexities of financial management, ensuring that every aspect of their financial journey is addressed. By offering a wide range of resources and tools, they empower individuals and families to prepare for a prosperous future. Generated from the website