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TAKE THE FIRST STEP TO REACHING YOUR

Financial Goals

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to potentially create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

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Educational Classes

RATHER MEET

One-On-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 239.214.0090.

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239.214.0090

Phone: 239.214.0090  |  Fax: 239.214.0224  |  jdarwish@darwishfinancial.com

2367 Vanderbilt Beach Rd., Suite 809 Naples FL 34109

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Privacy Policy  |  Terms of Use  |  Osaic Advisory Services Form CRS | Triad Advisors Form CRS

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA and SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offers to buy a security or any insurance product. 

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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. 

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sold basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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