Chartered Financial Consultant in The Villages FL

Expert Advice

Answers from Professionals

 

Wealth Management

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Michael L. Whitaker CLU, CHFC

352-391-9934

 

Insurance Inquiries

Robert Whitaker

Series 7 Licensed
Registered Representative
Licensed Insurance Agent Since 1988

352-391-9936

 

Unaffiliated Professional Network

Attorney

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Jennifer Henson

Elder Law, Estate Planning

352-330-3369

Tax InquirieS

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Hema Rupnarain

CPA

352-288-9800

Legal Inquiries

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Eric Millhorn

Elder Law, Estate Planning

352-753-9333

 

Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not registered broker dealers and operate independently from Michael Whitaker & Associates, LLC. and its agents. Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not affiliated with Newbridge Securities Corporation or NFSG Corporation and do not share in any compensation arrangements with Michael Whitaker & Associates, LLC. nor do they pay and/or receive any compensation for client referrals.

Securities offered through Newbridge Securities Corporation, member FINRA, SIPC. Investment Advisory services through NFSG Corporation an SEC Registered Investment Advisor. Office of Supervisory Jurisdiction: 1200 N. Federal Hwy., Ste. 400, Boca Raton, FL 33432. Phone 954.334.3450 Fax 954.489.2390. Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investors financial profile, investment objectives, risk tolerance and the investors review of appropriate offering documents. Past performance is no guarantee of future results. To help you make informed decisions, we provide you with essential disclosures, such as Regulation Best Interest (Reg BI), the Client Relationship Summary (CRS), and Form ADV. Linked sites are strictly provided as a courtesy. Newbridge Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Newbridge Securities.