Brian T Spatola A.A.M.S. with B.T. Spatola & Associates - Financial Advisor
Categories
Financial Services
Hours:
Office Hours are 9:00AM to 4:30PM M- Friday
Call to Schedule Appointments 321-288-7363
Driving Directions:
Head East on 5th Avenue Indialantic
Left on Riverside Drive then
Take First right on Fourth Avenue. 442 Fourth Avenue is on the Left.
About Us
Licenses
Series 7
Series 66
Tax Advantaged Retirement Planning
Guaranteed Lifetime Income
Advisory Portfolios
Active Equities Strategies
Asset Preservation
Roth Conversion
Active Investment Management
Life Insurance Design
Long Term Care Strategies
Alternative Investments
Buy/Sell Agreements
Advanced Planning
Growth and Income Portfolios
Highlights
- Top Rated Advisory Equity strategies
- Stocks and Bonds (Tax Free & Corp) Mutual Funds
- 401K Rollovers and IRA Rollovers. Don't leave accounts unattended!
- Tax Free Retirement Planning
- Life Insurance and Long Term Care Insurance