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Bruce Haltinner, CFP®

Raymond James & Associates

1314 East Venice Ave
Ste A
Venice, FL 34285
Phone: (941) 416-1400
Fax: (941) 412-1300

Toll-free: (800) 635-5870

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

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.