Fero Financial

Fero Financial is a financial planning firm owned and led by Rebekah J. Fero, a Certified Financial Planner. The practice focuses on retirement planning and wealth management for pre-retirees, retirees, widows and families going through major life changes. Services listed include retirement income planning, investment management, Social Security planning, tax planning, trust and estate planning, insurance and risk management, and cash flow and budget support.

The firm works with clients across the country, with its base in Port Charlotte and offices or service in nearby communities such as Punta Gorda, Sarasota, Venice and Fort Myers. Its approach is built around an initial planning process that starts with the client's values and goals, and it offers a free Transition Clarity Blueprint as the first step. Clients can reach the office by phone at the number listed on this page.