Estate Planning

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We would like to thank the following sponsors:
Edward Jones Investments - Jim Sproul
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

21234 Olean Blvd Suite 2A
Port Charlotte, FL 33952
Fontana Wealth Management of Raymond James
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Rick was born in Newark and grew up in the Nutley-Montclair area of northern New Jersey. He lives in Bridgewater, New Jersey, and Punta Gorda, Florida, with his wife, Karen.
350 Main Street
Suite 5
Bedminster, NJ 07921
207 Cross St. #102
Punta Gorda, FL 33950