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Retirement Wealth Specialists (est. 1998)

(904) 364-0840 100 Island Cottage Way, Suite 100C, Saint Augustine, FL 32080 M-F 8am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

We are a client-focused financial firm providing comprehensive Wealth Management Services - a team of professionals that provide personalized portfolios, host regular review meetings, and put care into everything we do. Established in 1998 by founders Mitchell B. Walk and Bruce S. Udell, Retirement Wealth Specialists has long been committed to providing comprehensive wealth management services. We now have a team of professionals with over 122 years of combined experience in the financial services industry. Our experience over the years has taught us the importance of asking targeted questions that go beyond basic financial planning. We incorporate investment management, tax reduction strategies and family wealth planning into your overall wealth management plan. See our affiliate offices at: Longwood Office 407 Wekiva Springs Road Suite 247 Longwood, FL 32779 Phone: (407) 875-2674 Sarasota Office 1950 Ringling Boulevard Suite 403 Sarasota, FL 34236 Phone: (941) 316-4040

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