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Your future begins with a plan built around your dreams. 

Build something that lasts.

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
We have over 200 years of combined Financial experience between our partners. We focus on maximizing your wealth potential efficiently, holistically, and the for the long term!

Schedule A 60 Minute Consultation With Me

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Testimonials

Tonya M.

“Working with Ciera has been both informative and rewarding. Ciera does her research to get the answers that will help you make decisions in planning for your future. She presents wealth and health topics that will help you work towards goals you already have and create goals that seemed unattainable. Her passion shows in the conversations and the knowledge gained has helped me move closer to making decisions that will set my family up for success.”

Chaunte D.

"For the past 4 years of active duty service I have been living paycheck to paycheck with no plan for the future or retirement. With Ciera's help Over the course of six months I have been able to gain financial independence, and establish a secure future for my family. My credit has increased exponentially and I have relief in knowing that I have a multitude of options to provide a life of wealth for my family whether I am living or not.”

Betty L.

"Ciera has been very enlightening. She has put that fire under me that I really needed. She has opened my mind to really look at my future and the necessary steps I need to take to reach my goals. I thought I had laid a path to do what I needed to do but after speaking with her she enlightened me on things I had never thought of and helped me with the knowledge that I was lacking to really pursue what I want to do and what I need to do to make sure my loved ones are taken care of and allow me to leave a legacy for my family to be proud of."

Jackie H.

“Working with Ciera opened my eyes to what wealth building truly is. She is professional, kind, and passionate about her business. Ciera and I discussed my spending habits and through meeting with her I realized how important mindful spending and creating a budget are. Together we created a plan that showed me how to pay myself first, insure myself and prepared me for (early) retirement. Working with Ciera has been a great experience and I look forward to our upcoming meetings!”


Ciera Dorsey of Wealth & Finance 
Professionals

Office: (850)-759-9220
Contact@WealthandFinancePros.com

Business Hours 

Monday - Thursday: 9am - 5pm
Friday: 9am - 2pm
Saturday & Sunday: Closed

Overview

FAQ

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Wealth & Finance Professionals, LLC, its affiliates, and financial professionals do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Wealth & Finance Professionals, LLC offers a broad range of brokerage, financial planning and other services. Additional information is available in our FAQ.

All services & products are offered through Wealth & Finance Professionals, LLC a licensed consulting agency.
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