Firstwave Financial
At FirstWave Financial™, we help provide clients with structure so every financial decision supports and reinforces each other. Founded by WealthCoach™ Tom Kirk, and headquartered in Satellite Beach, just across the river from Melbourne, FL, FirstWave Financial offers clients what many other wealth management institutions overlook: a philosophy to minimize the complexities and anxieties of investing, retirement, asset protection and estate planning. We live in an exciting time, with information at our fingertips. The challenge is to decide what makes sense for you. With the support and planning of our FirstWave Financial WealthCoaches, who average over 20 years of experience in the financial services industry, we can help you determine, implement, monitor, and adjust your current wealth management strategies to help you achieve your financial dreams. Utilizing a distinct approach amidst a rapidly changing world, our team of experienced WealthCoaches develop with you a financial blueprint that helps bring you to the future you have been envisioning for yourself and your loved ones. Call today for a complimentary consultation:
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11 to 50 range
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- NJ
Neil Jackson
Business Manager · General Business & Management
EmailPhone - TE
Tonyah Everett
Portfolio Administration Associate & Associate Trader · Finance & Accounting
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Leslie Carlson
Client Service Manager · Customer/Client Service
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3 distinct titles indexed · top 3 shown.
- 1business manager
- 1client service manager
- 1portfolio administration associate & associate trader
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