Steve West, Financial Advisor located in Ave Maria, FL

Financial Advisor
Steve West

CFP®, CRPC™
5064 Annunciation Cir Ste 102, Ave Maria, FL 34142opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Values and Faith Based Investing
  • Retirement Income Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Football
  • Volunteering
  • Movies & Entertainment

Team Members

  • Maryna Caputo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(239) 352-4004

Fax

(800) 245-1378

Office Address

5064 Annunciation Cir Ste 102
Ave Maria, FL 34142opens in a new window

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