Insurancelevel.Com

Financial Harvest Wealth Advisors, based in Winter Park, Florida, is a trusted financial advisory firm led by founder and CEO David A. Witter, a CERTIFIED FINANCIAL PLANNER, and Certified Succession Planner, along with principal and wealth advisor Katie M. Witter. Since 2002, the team has been dedicated to helping families, businesses, and individuals build and preserve wealth through personalized services and a professional network of experts. Specializing in tax mitigation, asset protection, wealth transfer, and more, Financial Harvest Wealth Advisors believes in guiding clients towards a life of significance beyond money, focusing on what truly matters to each individual or family. With a disciplined investment philosophy and a commitment to client education, the firm serves successful individuals with six to seven figures in investable assets, including family business owners, executives, and generational families seeking financial leadership throughout their lifetime.Generated from the website

Acosta Tax & Accounting Services is a boutique firm in Winter Park, FL, focusing on delivering exceptional financial advisory services with a personal touch. The firm emphasizes building strong relationships with clients to help them achieve their financial goals through comprehensive planning in areas such as business succession, retirement, and estate planning. With a specific focus on the film industry in Florida, Acosta Tax & Accounting facilitates financial incentives by certifying eligible expenditures. Additionally, the firm offers expert support in family law matters, leveraging collaborative processes to help families navigate the complexities of financial decisions during divorce. Generated from the website