Wadekk & Reed (ISE Wealth Strategies, LLC)
Categories
Financial PlanningInvestments
- 5304 S. Florida Ave. Suite 400-B Lakeland FL 33813
- (321) 203-7363
- (863) 450-2349
- Send Email
- https://www.isewealthstrategies.com/
Hours:
M-F 9:00 - 5:00
Additional times by appointment only
Driving Directions:
5304 S. Florida Ave, Suite 400-B, Lakeland FL 33813
About Us
As a Financial Advisor it's my mission to assist clients in developing a comprehensive personalized financial plan designed to effectively weigh short-term needs and long-term objectives. Put another way, I want to help take the guesswork out of investing by working to manage financial risks.
I believe that financial planning is a life-long, personal process that you create and adapt based on your needs, your values and your unique situation. It is through such a process that you can work towards pursuing your most important aspirations
My past experiences include twenty years of service in the United States Air Force where I retired as a Master Sergeant and Superintendent of an analysis department. I graduated from National American University in Rapid City, South Dakota, where I majored in Information Technology and Applied Management. I also complete a Master of Business Administration degree.
Rep/Contact Info
Michael Von Berg
Financial Advisor, CPFA, MBA
- Phone: (321) 203-7363
- Fax: (407) 916-0806
- Send an Email