Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gotfredson is a registered investment advisor representative with Cyndeo Wealth Partners, based in St. Petersburg, FL. Michael Gotfredson has been in the financial services industry since 2006. Michael Gotfredson has been registered with Cyndeo Wealth Partners since 06/2021. Cyndeo Wealth Partners is a registered investment advisor with the Securities and Exchange Commission. They manage approximately $1.9 billion in assets and have over 10 licensed agents. The firm offers advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting/family office and wealth planning services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
06/02/2021 - Present
Cyndeo Wealth Partners (ST. PETERSBURG FL)
Active
Inactive
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