The head of the Wallman Financial team is Michael Wallman. Michael is an investment executive with over 25 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. 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.

 

 

Real Estate Attorneys

Insurance and Annuities

Mortgage Consultant

Central Florida
Barry Miller
Barry Miller Law

 

South Florida
Steven K. Baird, P.A.
Attorney at Law

Central Florida
Robert Washick
Professional Benefit Administrators

 

South Florida
Erik S. Sherman
John Hancock Life Insurance Co

 

David Treece
Treece Financial Group

 

Central Florida
Gregg Whiteside
Fidelity Mortgage Services, Inc.
Fidelity Mortgage Services

 

South Florida
Michael Vigil
Guarantee Mortgage

Estate Planning

Investment Services

CPA / Accountants

Central Florida
John Ruffier
Lowndes Drosdick Doster & Kantor Reed, P.A.
www.lowndes-law.com

 

Wes Dunaway
Wes Dunaway, P.A.

 

South Florida
Richard C Milstein
Akerman P.A.

 

Jerry Chasen
Chasen & Associates, P.A.

Central & South Florida
Michael Wallman, Financial Planner
Wallman Financial

 

 

Central Florida
Christopher Kozlowski
The Kozlowski CPA, EA

 

Candi W. Smith, E.A.
College Park Accounting, Inc.
collegeparkacct@bellsouth.net

 

South Florida
Mark Scott, JD, LLM
Kaufman Rossin & Co.

 

Monte E Kane, CPA PFS
Kane & Company, P.A.