Merrill Lynch Wealth Management
Ed Bamberg, CFP, ChFC, CLU
Financial Advisor
660 Beachland Blvd.
Vero Beach, FL 32963
Phone: 772-231-9004
Fax: (772) 905-3051
Cell: 772-453-7000
edward.bamberg@ml.com
Dixie L. Powell - H.D. Vest
Qualified Kingdom Advisor
635 17th Street
Vero Beach, FL 32960Phone: 772-778-8006
Fax: 772-778-0604
dixie@DixieCPA.com
www.DixieCPA.com
Please visit our website to read about: 1) Our Services and Resources; 2) Some Unique but Truthful Components of Rock Solid Planning; 3) How the
Hurricane Ike Story affects you; 4) Words of Encouragement/Quotes; 5) More to read
Fidelity Investments
Liam O'Brien
Account Executive
3340 Cardinal Drive
Vero Beach, FL 32963
Phone: 772-453-2199 ext. 58199
Fax: 772-492-0598
Cell: 772-473-7131
liam.obrien@fmr.com
OneSource Financial Management Group, Inc.
Blake M. Campbell, President
900 20th Place, Suite B
Vero Beach, FL 32960
Phone: 866-895-1222
Cell: 954-709-1306
Fax: 866-521-5312
Email: Blake@OneSourceFinancial.net
Website: www.OneSourceFInancial.net
We are a Christian-based agency that teaches biblical principles of money management, by developing spending plans, elimination debt, reducing taxes and wealth creation.
Professional Insurance Advisors
Patti O'Connell Yencho
1875 43rd Avenue
Vero Beach, FL 32960
Phone: 772-567-7774
Fax: 772-567-0166
pyencho@piainsagency.com
Offering insurance and financial services.
Primerica Financial Services
Lisa Meade, Pat Shepherd, Alvin Miller
1627 US Highway 1
Suite #215
Sebastian, Fl 32958
(772) 569-4277 office
(772) 589-3171 office
Lmeade@primerica.com
www.primerica.com/lisameade
We help families become properly protected. debt free, and financially independent.
Primerica Financial Services
9035 Americana Road Suite 14
Vero Beach, FL 32966
Phone: 772-569-9838
Fax: 772-257-0061
Cell: 772-633-1003
Gary & Mary Ryan
garyryan@primerica.com
www.primerica.com/garyryan
Our mission is to help middle income families become properly protected, debt free, and financially independent by helping them make better educated financial decisions. Primerica offers a complimentary Financial Needs Analysis which shows you where your finances stand today and what you need to do to prepare for tomorrow, with the resources to get you there.
Joan M. Paquette, CPA + Financial Adviser
2770 Indian River Blvd., Suite 301
Vero Beach FL 32960
Phone: 772-778-1922
Fax: 772-778-0867
joan@verocpa.com and joan.paquette@ceteraFS.com
www.verocpa.com and www.PaquetteFinancial.com
"Looking out for you" is not just our slogan. It's what we do! We provide solutions. Get so much more than just a tax return with our holistic approach to your financial health and well-being. We offer accounting, financial, and tax services for individuals and businesses. Visit our websites at www.verocpa.com and www.PaquetteFinancial.com to learn more. Let us start looking out for you today!
James A. Schorner, P.A.
James A. Schorner, Attorney
1702 Club Drive 
Vero Beach FL 32963
Phone: 772-231-5300
Fax: 772-231-5343
jim@jschorner.com
www.jschorner.com
Wills and Trusts; Trust and Probate Administration; Charitable Gift Planning; Income and Estate Planning; Tax Planning; Retirement Planning; Individual Income Tax Return Preparation; Estate and Gift Tax Returns; IRS Collections, Audit and Dispute Representation.
Summit Brokerage Services, Inc.
Manuel Casares, Financial Advisor
2770 Indian River Boulevard
Suite 317
Vero Beach, FL 32960
Phone: 772-257-5200
Cell: 772-766-0020
Fax: 772-257-5201
mcasares@summitbrokerage.com
Sound valuation-based investment advice. We take advantage of tactical global investing oportunities that are risk adjusted to suit our clients. We advise you of opportunities as well as areas to avoid!
