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OUR VALUES

We value and respect the trust you place in us.

At Wealth & Finance Professionals, transparency is a guiding principle. Wealth & Finance Professionals is dedicated to enhancing lives through exceptional service, strength, and financial solutions. Wealth & Finance Professionals aim to give customers financial peace of mind by providing individualized objective advice that allows them to pursue their own passions, aspirations, and abilities.

 About Us:

Founded in 2020 Wealth & Finance Professionals, LLC was birthed out of necessity. A huge financial crisis swept the country eroding the financial trust consumers had in their safe careers and a transformation was needed. The principles of trust, integrity and transparency were the bedrock upon which Wealth & Finance Professionals was formed. We wholeheartedly believe that financial knowledge paired with targeted financial strategies and solutions are the levelers of the playing field.

 Our Mission

Our Mission is to bring value to our clients' long-term financial goals through active holistic consulting. We accomplish this through our unique planning strategies, adherence to our beliefs and financial principles.

 Our Vision

Be the financial services provider and employer of choice through our commitment to:
  • ​A culture of TRUST and RESPECT
  • ​A team of ENGAGED and KNOWLEDGEABLE professionals
  • ​​Timely, accurate and PERSONALIZED SERVICE
  • ​​Financial STRENGTH and STABILITY
  • ​​Organizational EFFICIENCY
  • ​​STRONG community PARTNERSHIPS

Our Values

Serve First
Members come first, plain and simple. We take care of each other and always put the needs of others and our community first.
Communerosity
Generosity and a sense of Community are two qualities we value highly. We are humbly generous with our time, talents and sponsorships throughout the communities we serve.
Solution Seekers
We value innovation and creativity. The right solution matters and doing the legwork to find it is part of the job.
ProKnows
We are dependable, honest and knowledgeable. We are passionate and optimistic. We engage our members and value integrity.


Ciera Dorsey of Wealth & Finance 
Professionals

Office: (850)-729-9550
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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