Daniel P. Todzia
Southeast Financial Planning & Consulting, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President
Offering advice since: 1985
Areas of expertise:
- Divorce planning
- Educational Planning
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Daniel P. Todzia:
Fee-Only Financial Planning and Investment Advisory firm
Compensation and Fee Structures:
FEE ONLY
Licenses, Certifications & Affiliations:
Registered Investment Advisor
Education:
BA Colby College 1969
MBA U Nevada Reno 1972
Will provide references upon request?
No
Contact Information for Daniel P. Todzia
Phone: (772) 286-9485
Please support us by letting this advisor know you found them through Boomerater
Fax: (772) 286-2851
Address for Daniel P. Todzia:
Suite 200
969 S Federal Hwy
Stuart, FL, 34994
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