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Fero Financial

Social security planning
Investment tax planning
Asset investment management
Complex trust estate planning
Comprehensive insurance planning

Fero Financial information

Rebekah Fero believes that effective financial planning requires faith, patience and discipline. For over 30 years, Rebekah has offered her thorough, thoughtful service to the Charlotte County community, connecting personally with each client to understand their unique situations and help them feel prepared and supported through life's many challenges. From sudden transitions like divorce, loss of...
Rebekah Fero believes that effective financial planning requires faith, patience and discipline. For over 30 years, Rebekah has offered her thorough, thoughtful service to the Charlotte County community, connecting personally with each client to understand their unique situations and help them feel prepared and supported through life's many challenges. From sudden transitions like divorce, loss of a spouse, or unexpected health concerns, to making decisions about investments, inheritance, tax planning, and Social Security benefits, Becky's dedication to the details brings clarity to complex situations and inspires confidence to pursue your goals.

Employees

Rebekah Fero
Accredited Investment Fiduciary® (AIF)
Jeffrey Fero
Paraplanner

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Fero Financial's financial review

Employees

3


Technologies

Employees

Rebekah Fero
Accredited Investment Fiduciary® (AIF)
Jeffrey Fero
Paraplanner

Looking for a particular Fero Financial Employee?

Fero Financial's financial review

Employees

3


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