portrait of Joe Tackaberry
FINANCIAL ADVISOR

Joe Tackaberry

CFP®, ChFC®
1531 Rio De Janeiro Ave, Suite 1, Punta Gorda, FL 33983opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Military Professionals & Veterans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Outdoor Enthusiast
  • Fishing
  • Community Outreach
  • Spending Time with Family
  • Hiking

Team Members

  • Michael Kelley
    Sr. Branch Office Administrator
  • Jane Fravel-Jones
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(941) 743-4664

Fax

(866) 462-1628

Office Address

1531 Rio De Janeiro Ave
Suite 1
Punta Gorda, FL 33983opens in a new window

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