Macke Financial Advisory Group
Company

Macke Financial Advisory Group

Financial Services Fort Myers, Florida, United States 5 employees
Employees
5
Contacts
1
Emails
1

Macke Financial Advisory Group Overview

Headquarters
Fort Myers, Florida, United States
Industry
Financial Services
Employees
5
Founded
1996
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Macke Financial Advisory Group

Founded in 1996, Macke Financial Advisory Group blazed a revolutionary path as Ft. Myer’s first fee-only firm. Convinced that his role as advisor encompassed more than recommending investments and working on commission, President and Founder of the firm, Todd C. Macke, stepped away from the average broker-dealer role, into the fee-only sphere where he could better serve his clients. Twenty years later, Macke Financial Advisory Group has evolved into a nationwide firm serving over 100 households from CA. to Fl. Macke Financial Advisory Group has been recognized not only as one of the top wealth management firms in Southwest Florida but also among the best in the nation by major national financial magazines. Your dream is uniquely yours. The team at Macke Financial understands that your dream has many facets. We make as many of them a reality as possible. Just because your dream is “a dream”, doesn’t mean it won’t become a reality in the future.

Macke Financial Advisory Group Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Macke Financial Advisory Group Org Chart

Sample employees and titles
Name Title Contact
Beth Larish-Strauss Director of Client Services
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Todd Macke, Cfp® President at Macke Financial Advisory Group, Inc.
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Kevin Jordan Chief Operating Officer at Greater Gifts Family Office
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Kevin Jordan, Cfp®, Cft™, M.s. Certified Financial Therapist™ Professional
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Employees by Management Level

Executive 2 profiles
Director 1 profile
Individual contributor 1 profile

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