We are an independent wealth management firm located in Bradenton, FL. Daniel Wood and Ryan Buckle are Registered Representatives with LPL Financial. Our mission is to get to know our clients and help them to pursue their financial goals through education, communication, and service. Whether that goal is a fruitful retirement, college savings, or legacy planning, we provide distinct and holistic individual guidance to help you manage your plan.
Our mission is to help each client pursue financial independence, maintain financial independence throughout retirement, and distribute their wealth in an intentional well thought out process. The holidays are a perfect time to be reminded of why you worked so hard to save for retirement. As you spend time with family, consider that now is a great time to review what you have put in place to preserve those retirement savings.
Our mission is to help each client pursue financial independence, maintain financial independence throughout retirement, and distribute their wealth in an intentional well thought out process. The holidays are a perfect time to be reminded of why you worked so hard to save for retirement. As you spend time with family, consider that now is a great time to review what you have put in place to preserve those retirement savings.
Reviews (3)
Bill Brungart
Jul 30, 2021
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My family has been working with Danny Wood for over 15 years. I established my personal portfolio with Danny 4 years ago. He is one of the best in the business! He has done an amazing job, and he is always there if I ever have questions or concerns. He is delightful to work with. I recommend him to anyone looking for a solid personal relationship with someone you can absolutely trust!
Larry
Apr 20, 2021
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We had an opportunity to utilize the services of SeaCoast Financial to obtain a difficult mortgage refinance for a family member, The entire staff was professional, caring and diligent in meeting and exceeding all of our expectations. In this time of online everything, It was a pleasure to speak to a person who knew me and could handle and explain the process.
Daniel Vreman
Jan 01, 2021
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