Steven Mielke
CFP®, FIC
Financial guidance focused on your goals and values.
State(s) Licensed: CA Insurance Lic. #0G91258, CO, CT, FL, GA, IL, IN, KY, ME, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI
3811 Airport Rd N Ste 100B
Naples, FL 34105
Financial guidance focused on your goals and values.
State(s) Licensed: CA Insurance Lic. #0G91258, CO, CT, FL, GA, IL, IN, KY, ME, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI
Connecting Faith and Finances
Stress is a big factor for most people – and what is the number one source of stress in most people’s lives? Money.
As Part of Momentum Wealth Advisors, we will work together to:
- Understand your current situation and map out your future priorities.
- Set actionable goals based upon your needs, wants, and wishes.
- Move forward with confidence to get you where you want to go.
Whether you are just starting your financial journey, planning for major life events, or nearing retirement, lets achieve financial clarity together through our transparent advice process.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Naples Office
- Phone:
- 239-331-2417
- Fax:
- 239-331-2981