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Ackerman Financial Group is a firm with over 33 years of combined wealth management retirement planning, & tax planning experience. We provide hand-tailored retirement & tax planning for pre-retirees and for those who are seeking predictable income streams. Our purpose is to help you:
-Retire on your terms.
-Plan to retire at the age that you want.
-Track your progress to get you to your retirement goals.
-Outpace the cost of living, which is at a 4 decade high. Do not outlive your savings.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org).
The financial professionals associated with Ackerman Financial Group
may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 13
- Address
- 1212 Court Street,
- Industry
- Financial Services
- Keywords
- Comprehensive Financial Planning, Advanced Portfolio Analytics, Investment Consulting, Tax-sensitive Investing, Social Security Analysis, Single Stock Risk Management, Insurance Planning, Retirement Planning, Wealth Management.
- HQ
- Clearwater, Florida
Ackerman Financial Group Questions
Ackerman Financial Group's LinkedIn profile is https://www.linkedin.com/company/ackerman-financial-group
Ackerman Financial Group has
13 employees.
View email and phone details for 13
employees at Ackerman Financial Group.
Ackerman Financial Group's industry is
Financial Services
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Ackerman Financial Group's categories are Financial Services
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Top Ackerman Financial Group Employees
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Jake Ackerman
Wealth Advisor At Ackerman Financial…
Clearwater, Florida, United States, United States -
Kimberlee DeKrey
Marketing Director
Largo, Florida, United States, United States1masonite.com5 +135228XXXXX
-
Jake Ackerman
Wealth Advisor At Ackerman Financial…
Clearwater, Florida, United States, United States1calton.com
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