Richard E. Reyes, CFP® has spent years providing sleep well at night solutions for retired and near-retired individuals and families in Florida. Financial advice and investments don’t have to be complicated, hard to understand, or stressful. Your financial situation may be complex, but it is our goal to make sure the process is not. My process will give you “Peace of Mind”, so you can stop worrying about your future and sleep well at night. My offices are located at 125 S. Swoope Ave., Suite 109, Maitland, FL 32751. You can also give me a call at 407-622-6669. Look forward to hearing from you.Richard E. Reyes, CFPThe Financial Quarterback™PH (407) 622-6669E-Mail: Richard@TheFinancialQB.comSince we are a registered investment advisor, which means we have a fiduciary responsibility to place the needs of our clients ahead of our own, we are prohibited from using client testimonials. However, we will be happy to provide client and professional references upon request.Disclaimer: Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC (The Financial Quarterback™) is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC (The Financial Quarterback™) . Depending on your state of residence, Wealth and Business Planning Group, LLC (The Financial Quarterback™) may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.

The SEC (nor FINRA) do not permit licensed investment professionals to list any recommendations, testimonials or endorsements associated with their financial activities. These individuals include those with designations such as Investment Advisor, RIA, Registered Representative, Series 7/66 licensed, and other regulated occupations. While it seems odd that clients and associates knowledgeable about a financial advisor's capabilities cannot recommend the advisor or comment on their skills, these are the rules. These rules do not apply to insurance agents who regularly use testimonials in their promotional information. I've been required to eliminate the use of Linked-in's endorsement feature for my skills. Thanks to everyone who previously endorsed me!