Finley Wealth Advisors

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Mon - Fri:	9:00 am - 5:00 pm

Finley Wealth Advisors

Tax Services
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private Bank℠ to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.

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Phone: (239) 309-0632

Phone: (239) 262-5767

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visa

Neighborhoods

Old Naples, Naples

AKA

PNC Wealth Management

Other Links

http://www.mywealthadvisor.com

https://www.pnc.com

https://mywealthadvisor.com/contact-us

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Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (239) 267-7500

Address: 401 5th Ave S, Naples, FL 34102

Website: http://www.mywealthadvisor.com

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Finley Wealth Advisors

Tax Services
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private Bank℠ to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.

Investment Management
SM is one of the country’s premier multifamily offices. Ultra-high net worth individuals and families have unique needs and circumstances that differ from the more traditional long-term investor. Hawthorn understands these differences and provides advice, capabilities and solutions to meet those needs. Our approach to serving wealthy families includes preparing wealth for your family and preparing your family for wealth. In addition to our core wealth management services we have specialized ultra-high net worth capabilities in the areas of Wealth Sustainability, Investment Management and Complex Banking and Balance Sheet Management.
Mutual Funds
This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.
Bonds
Wealth Management
"Recommended" articles and additional information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management and PNC Institutional Asset Management.

Accounting Services
Simplify your account management - Link multiple PNC Bank business checking accounts together to consolidate balances, simplify bookkeeping and service charges
Payroll Services
PNC.com is your business connection to anytime online banking and bill payment, self-service account management, payroll services, tax payments and more.

Financial Planning
Our approach to financial planning focuses on personalized guidance and insight. By helping you define your goals and understand what you want to achieve, we can help you build a blueprint for your financial well-being.
Retirement Planning
This is an ideal time to rediscover yourself and look at what you want to do with the rest of your life. Take up a new hobby, start that new business on the side, or even go back to school. Before you jump, figure out how a big change might impact your retirement planning.
Annuities
Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.
Long Term Care
If you carried life insurance to support your dependents in the event something happened to you, it may not be necessary anymore. Perhaps that money would be better spent on a long-term care plan for yourself.
Asset Management
PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.
Living Trusts
. The minimum balance to earn interest on your High Yield Savings account or Virtual Wallet Growth account is $1.00.Â We may refuse or return any deposit amount causing the combined balance of all of your PNC accounts to exceed $5,000,000 (including any jointly owned, or in the case of an account owned by a living trust, jointly managed accounts).
College Funding
Whether you’re a student or the parent of a student, your college planning should include an understanding of the various types of financial aid that may be available to help you manage college costs. This article provides insights into the basic types of financial aid.
Mortgage Refinancing

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