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VerifiedFinancial Services· Founded 2014

Foresight Wealth Solutions

We are a full service financial advisory firm dealing in wealth management, insurance, and retirement planning. It is our mission at Foresight Wealth Solutions to help individuals, families, and businesses realize and achieve their unique financial goals. We are centrally located in sunny, Melbourne, FL and service clients through Central Florida and its' East Coast. As Investment Advisor Representatives of Osaic Wealth, Inc, we help our clients develop strategies to prepare them for their financial future, protect their wealth, and realize their lifetime goals. We understand how important it is for our clients to successfully provide for the people they care about and those who rely on them. We have agents licensed to sell Insurance Products in the following states: FL, TX We have representatives licensed to sell Securities in the following states: FL, CA, CO, GA, IL, MA, MS, NH, NY, NC, OH, PR, SC, TN, TX, and VA Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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HeadquartersRockledge, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2014Websiteforesightws.comLinkedIn profileLinkedIn

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7

1 to 10 range

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5

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Top roles at Foresight Wealth Solutions

5 distinct titles indexed · top 5 shown.

  • 2partner
  • 1client care coordinator
  • 1co founder
  • 1office manager administrative assistant
  • 1owner

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