Equity consultants in Naples, Florida

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

Welcome to Doeren Mayhew: Your Strategic Wayfinders in Accounting and Finance Located at 4040 Gulf Shore Boulevard North, Naples, Florida, Doeren Mayhew is not your traditional accounting firm. We pride ourselves on understanding the complexities of tax, audit, risk management, and regulatory challenges better than anyone else. Our deep expertise and best practices are your advantage in navigating the path to a successful future.