The head of the Wallman Financial team is Michael Wallman. Michael is an investment executive with over 20 years of experience in the financial services industry and has developed a keen insight into developing professional and personal relationships.
Michael brings his investment talents to each of his clients as a Financial Planning, providing superior client communication and service.
Click here to learn more about Michael Wallman.
While working with clients, Michael Wallman of Wallman Financial refers clients to a carefully picked team of professionals. These professionals are not affiliated with H. Beck Inc, nor do they offer any services through H. Beck Inc. Together with Wallman Financial, this team of professionals develops a “holistic” approach to your overall financial future. Think of it as a way to save time and to reduce the headaches of making sure everyone is working together.
Links are being provided for information purposes only. H. Beck Inc is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. H. Beck Inc is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
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Real Estate Attorneys |
Insurance and Annuities |
Mortgage Consultant |
| Central Florida Barry Miller Barry Miller Law
South Florida |
Central Florida Robert Washick Professional Benefit Administrators
South Florida
David Treece
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Central Florida Gregg Whiteside Fidelity Mortgage Services, Inc. Fidelity Mortgage Services
South Florida |
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Estate Planning |
Investment Services |
CPA / Accountants |
| Central Florida John Ruffier Lowndes Drosdick Doster & Kantor Reed, P.A. www.lowndes-law.com
Wes Dunaway
South Florida
Jerry Chasen |
Central & South Florida Michael Wallman, Financial Planner Wallman Financial
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Central Florida Christopher Kozlowski The Kozlowski CPA, EA
Candi W. Smith, E.A.
South Florida
Monte E Kane, CPA PFS |
