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Tom Uhler

Uhler and Vertich Financial Planners, LLC
Financial Planning

Contact Information:

Fort Myers, FL 33919
United States

Years in Business:

 

36

Clients I'm Seeking:

 

Retirees and pre-retirees with investment assets of one million dollars or more.

About My Business:

 

We provide comprehensive, independent, fee-based advice to already successful families, guiding them through estate planning, investment planning, estate and income tax planning and intergenerational wealth transfer. We create written financial plans and investment policy statements for all our clients and update those plans as needed each year. We shoulder whatever needs our clients have.

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