The Wealth Planning Group is a Fort Myers-based financial planning firm that offers comprehensive services in investment management and financial planning. With a team-centric and plan-focused approach, they prioritize their clients' financial security, allowing them to focus on the most meaningful aspects of life.
Led by experienced professionals, including the Founder and Principal, Marc Reisman, the firm has been associated with LPL Financial for over three decades. Their goal is to help clients diversify their portfolios, reduce investment expenses, and pursue financial freedom.
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