Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Florida > Bonita Springs > Gary W. Medley, CFP®
Find the Certified Financial Planner™
Who's right for you.

Gary W. Medley, CFP®

Medley Advisory, LLC

27499 Riverview Center Blvd
Ste 133
Bonita Springs, FL 34134
Phone: (239) 444-5644
Fax: (888) 887-5735

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Tangible Assets
  • Medical & Health Issues
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.