1750 North Maitland Avenue
Maitland, FL 32751
Phone: (321) 304-4000
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Daniel C. Zagata, CLU, ChFC, CFP®, AIF®
Vice President, Financial Advisor
Senior Vice President, Field Director
Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.
In working with you, we want your input. Together, we can determine what you want from a financial ecosystem, and offer superior strategies to help you get there.
If you’re interested in more information about how we can work with you to solidify your financial situation, contact us for a no-obligation appointment today.