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As a financial professional and CERTIFIED FINANCIAL PLANNER™ professional with over 26 years of investment industry experience, I am committed to helping people just like you create strategies that match their long term goals. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
4400 N. Hwy 19A, Suite 4A, Mount Dora, FL, 32757, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 8:00 p.m. | |
Tue | 8:00 a.m. to 8:00 p.m. | |
Wed | 8:00 a.m. to 8:00 p.m. | |
Thu | 8:00 a.m. to 8:00 p.m. | |
Fri | 8:00 a.m. to 8:00 p.m. | |
Sat | 8:00 a.m. to 5:00 p.m. | |
Sun | Closed |
Forester's Financial has helped my husband and I prepare for our future. We have been with them for 5 years, and our investments have set us up to be able to rely on our own income, not social security or pension plans when we retire. We had also put aside money for having a family, something we wanted to wait a few years after getting married to do. It turned out to be an absolute godsend because we have faced infertility problems, and our insurance does not cover fertility treatments. Without these investments, we may not ... read more
I’m making it a point to share my experience with Foresters Financial and Agents for America to hopefully save the next person a serious headache. Maybe others have had a different experience but BEWARE. I am beyond annoyed with both. Thank goodness for USAA. So we had a lady from Agents of America contact us about investment options. She presented a bunch of options and companies and we ended up going with term life insurance through Foresters Financial. She had given us pricing and filled out paperwork for Damien and was s... read more
Cetera Investors is a great organization. Contact them for your financial needs. Andrew Pyburn really knows stuff and can help you navigate the world of finances.
Andrew is very knowledgeable and super helpful. He did a great job teaching me everything and did not make me feel dumb. Highly recommend.
I have learned so much from everyone at Foresters about planning my finances in a way that works for me. They never pressure me into a product, and only reccomend programs that are right for me.
Jeff Ackler CFP with Merit Financial Advisors has a 5 star rating with 6 reviews.
Jeff Ackler CFP with Merit Financial Advisors is closed now. It will open at 8:00 a.m.