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Financial Services

Financial Planning & Investments

Today's financial planning & investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like James M. Wesolowski, CPA, P.A. to assist them in creating a customized portfolio based on their individual needs.  

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs. Together, we can create an investment strategy that is designed just for you with your unique goals and needs in mind. I will build an investment plan that considers your investment goals, comfort level, expectations, and the effect of taxes on your portfolio. Because investment management is something that should be adjusted as your goals evolve and your portfolio changes, I will work with you on an ongoing basis to monitor your portfolio and rebalance it as needed.

Our Financial Planning & Investment Services

I provide accounting, tax, financial services and investment planning services to individuals and businesses including

  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Professional Money Management
  • Investment Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Business Planning
  • Special Situations Planning

Additional Services

  • Mutual Funds
  • Long-Term Care
  • Managed Accounts
  • Business Banking
  • Annuities
  • Consumer Banking
  • Life Insurance
  • Stocks

Why Choose Us For Your Financial Planning

I became a CPA in 1972 and opened my SWFL office is 1993. As Registered Representatives of HD Vest Investment ServicesSM I am committed to providing close, personal attention to my clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. My continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of my commitment to excellence. For more about planning your financial future please call us today at (239) 574-4449.