Brokerage Services
FineMark Financial Services
You should always ask yourself one crucial question:
"Does my financial advisor really know me?"
At FineMark we take the time to develop deep personal relationships with our clients. We also have developed a disciplined and intelligent approach to investing in financial markets. This combination can offer the best of both worlds to our clients.
In addition to traditional brokerage and fee-based investment advice, FineMark Financial Services capabilities include:
- 529 plans
- Variable and fixed annuities, and long term care insurance
- Structured and alternative investments
- Small business retirement plans
Any Questions? Contact Bob Sizemore at 239-461-5900 or email at clientservice@finemarkfinancial.com.
Do not include personal information such as social security or account numbers via email. Email transmitted over the Internet is generally not secure.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Investments are not FDIC Insured, are not guaranteed by the bank and may lose value.
This communication is strictly intended for individuals residing in the states of AZ, CT, FL, GA, KY, MT, NY, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
FineMark Financial Services
12681 Creekside Lane
Fort Myers, FL 33919
239-461-5900

