ROSS HUNT LLC
ESTERO, FLORIDA

Ross Hunt LLC is a private wealth management firm operating out of Florida. Founded on November 7, 2017, and located in Estero’s Lee County, this company offers full-service financial planning with a unique twist - it's focused on aligning with clients’ core values. Instead of following the usual steps in financial planning, Ross & Mary Hunt LLC goes beyond by integrating these personal beliefs to craft strategies that lead their clients toward fulfilling lives. This means they skip pushing proprietary investment products and instead provide personalized services tailored to each client’s desires and retirement goals. The company prides itself on staying flexible as it regularly reviews and adjusts plans based on changing priorities and objectives of its clientele. You can find them at 15065 McGregor Blvd, Suite 105 in Fort Myers, FL, where they are recognized under the filing number L17000230856. Their next scheduled annual meeting is set for April 12, 2024, and potential clients or curious folks can reach out to them at (951) 696-5292. For more insights into their services, head over to rosshunt.com. At the helm as a key officer is Ross Hunt, an active member of the team steering the company’s vision.