Joiner & Joiner LLC is an independent agency based in Fort Myers, Florida. Established on March 12, 2014, with its focus on serving clients throughout the United States, the company specializes in financial advisory services designed to assist individuals and families with their retirement goals. Through rigorous research and disciplined risk management techniques, Joiner & Joiner prioritizes the health and wealth of its clients.
The firm believes that by offering superior products, services, and partnering with top-rated companies, success and protection for clients will follow. This philosophy underscores their goal to align business success with client prosperity, providing a comprehensive range of financial services tailored to individual needs and interests. Joiner & Joiner positions itself as a leader in the financial services community by fostering trusted, long-lasting relationships.
As a full-service retirement planning advisory firm, Joiner & Joiner is dedicated to helping clients grow, protect, and transfer their hard-earned assets. Their expertise covers various areas including savings for retirement, generating income during retirement, minimizing tax burdens, determining appropriate insurance coverage, and managing overall financial futures with personalized programs suited to unique client goals.
The agency’s approach emphasizes the importance of early and strategic planning to achieve envisioned futures, providing step-by-step guidance through every stage of the retirement planning process. Additionally, Joiner & Joiner assists clients in navigating complex health insurance options, offering unbiased advice and comparisons among available plans.
Clients can also trust Joiner & Joiner to expertly navigate Medicare Parts A, B, C, and D, providing access to diverse Medigap/Supplemental plans, Medicare Advantage plans, and prescription drug plans. These services are designed not only to cover deductibles, copayments, and coinsurance but also to potentially save clients thousands of dollars.
The leadership includes Robert V Blackwelder as Manager, ensuring a commitment to the company’s values and objectives. Joiner & Joiner actively holds its annual reports with transparency, with the latest filed on February 1, 2024 for the year 2024. Clients can reach them at their offices in Fort Myers via phone or visit joinerandjoiner.com for more information.
KEY FACTS ABOUT JOINER AND JOINER LLC
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US Businesses
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Companies in Florida
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Lee County Companies
- Company name
- JOINER AND JOINER LLC
- Status
- Active
- Filed Number
- L14000041635
- FEI Number
- 46-4568345
- Date of Incorporation
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March 12, 2014
Age - 12 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://joinerandjoiner.com
- Phones
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(888) 809-9755
(941) 916-3059
(941) 404-4443
(941) 916-9755
JOINER AND JOINER LLC NEAR ME
- Principal Address
- 8290 College Pkwy,
Fort Myers,
FL,
33919,
US
See Also