Edward Batchelder through New York Life offers a variety of products that can help you meet a number of your insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.
Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, and a New York Life Company.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice.
Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
Longview Wealth Advisors is a full-service financial planning, investment management and risk management company. We help our clients build and preserve wealth through prudent financial planning, asset allocation, appropriate risk management, and efficient tax-planning strategies.
I help individuals, families and businesses plan for financial security, whether the need is retirement planning, asset protection, estate planning or business succession. I also can provide a second opinion on your investment portfolios and retirement plans, as well as insurance solutions such as Long Term Care, Life, and Disability insurance. I’m able to review the risk/return profile of your investments to determine if you’re taking too much risk, or too little.
Please call today for a no-obligation consultation.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
Securities and Investment Advisory Services are offered through LPL Financial, Inc. (Member SIPC and FINRA)
Insurance products offered through insurance companies with which LPL Financial has sales arrangements.
Office: (813) 804-7914
Cell: (727) 204-8483
CEO & President at Nature Coast Wealth Management Services, LLC
Tax and estate planning
I provide a comprehensive approach to financial planning.
Sitting down with my clients and identifying their wants, needs, and dreams, I not only build long-lasting relationships with my clients, but I am also able to provide them with a unique, personalized plan.
By integrating insurance and investments, my clients are protected against what can go wrong, so that they have the luxury to plan for what can go right.
License No. W763029
My team and I cater to what is important to you and your family.
I provide services in English and American Sign Language because I believe everyone deserves to have a financial plan.
It doesn’t matter what stage of life you are in or what your situation is, we strive to provide a tailored plan for you!
Let us plan for tomorrow so you can have the freedom to live today.
License No. W754502, 3449575