Butler Wealth Advisors

More Info

We help protect the things that are important to you...

General Info

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.As an independent firm, we are not beholden on a parent companys whims or motives. We are free to make recommendations that we feel are in the best interest of our clients. Unlike many firms we are not dictated to sell proprietary product, meet company-imposed quotas or cross-sell other financial products. This independence allows us to pick and choose with whom we wish to work with based on performance, service and financial integrity. This business model allows us to work with some of the leading financial service providers thus enabling us to provide our clients with an extensive selection of unbiased options, and assuring confidence in the client/financial planner relationship.Through our relationship with Lincoln Financial Group (LFG) and its Independent Broker/Dealer Lincoln Financial Securities (LFS) ,we are able to offer a full suite of unbiased securities, insurance and advisory services that are solution driven yet product neutral. As a large national independent Broker/Dealer, LFS provides us with access to a tremendous assortment of financial products and resources to serve our clients needs. These include guaranteed, indexed and variable universal life insurance, immediate, fixed and variable annuities, stocks, bonds, ETFs, mutual funds, alternative investments and a host of additional investment options.

Email

Email Business

Extra Phones

Fax: (352) 513-4126

Services/Products

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.As an independent firm, we are not beholden on a parent companys whims or motives. We are free to make recommendations that we feel are in the best interest of our clients. Unlike many firms we are not dictated to sell proprietary product, meet company-imposed quotas or cross-sell other financial products. This independence allows us to pick and choose with whom we wish to work with based on performance, service and financial integrity. This business model allows us to work with some of the leading financial service providers thus enabling us to provide our clients with an extensive selection of unbiased options, and assuring confidence in the client/financial planner relationship.Through our relationship with Lincoln Financial Group (LFG) and its Independent Broker/Dealer Lincoln Financial Securities (LFS) ,we are able to offer a full suite of unbiased securities, insurance and advisory services that are solution driven yet product neutral. As a large national independent Broker/Dealer, LFS provides us with access to a tremendous assortment of financial products and resources to serve our clients needs. These include guaranteed, indexed and variable universal life insurance, immediate, fixed and variable annuities, stocks, bonds, ETFs, mutual funds, alternative investments and a host of additional investment options.

Brands

Lincoln Financial Group

Accreditation

FINRA and SIPC

Lincoln Financial Securities

Associations

Chamber of Commerce Rotarty Citrus County Continuity of Care

Categories

Retirement Planning Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Life Insurance

Reviews

Details

Phone: (352) 249-7738

Address: Beverly Hills, FL 34465