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Ask the Professionals.

While working with clients The Wallman Financial Group refers clients to the below professionals. These professionals are not affiliated with Securities America , Inc., nor do they offer any services through the Securities America companies.

It's FREE, ask our team members a question now.
Choose recipient on the email form below. You may also click
the links for those members who have a web site.

Links are being provided for information purposes only. Securities America, Inc. is not affiliated with and does not endorse,
authorize or sponsor any of the listed websites or their respective sponsors. Securities America, Inc. is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


Real Estate Attorney


Insurance - Disability,
Life, Health & Annuities


Mortgage Consultant

Marc D. Kleiner
Meland Russin Hellinger &
Budwick, P.A.

Steven K. Baird, P.A.
Attorney at Law
skbpa@cs.com

Erik S. Sherman
John Hancock
Life Insurance Company

David Treece
Hurwitz Kroll & Partners

Michael Vigil
Guarantee Mortgage


Joan L. Schaeffer M.S.W
Beacon Financial Resource Group Inc.


Estate Planning


Investment Services, Stocks, Bonds & Cash Management


CPA / Accountant

Richard C Milstein
Akerman, Senterfitt & Eidson, P.A.

Jerry Chasen
Chasen & Associates, P.A.

Michael S. Wallman, Financial
Advisor
Securities America, Inc.

Vicki L. Walsh, P.A.
Certified Public Accountant
vickiwalsh@bellsouth.net

Monte E Kane, CPA / PFS
Kane & Company, P.A.


If you are not sure who you need, please send email to our team leader Michael S. Wallman, above.
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Financial Planning and advisory services offered through Securities America Advisors Inc., member FINRA/SIPC.  Financial planning and advisory services offered through Securities America Advisors Inc., Michael S. Wallman, Representative. Wallman Financial Group and the Securities America Companies are unaffiliated.