portrait of Joey Scheerle
FINANCIAL ADVISOR

Joey Scheerle

CFP®, ChFC®, AAMS™
6975 Professional Pkwy E Ste A, Lakewood Ranch, FL 34240opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family

Team Members

  • Mandy McMahan
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(941) 355-0932

Fax

(888) 841-2334

Office Address

6975 Professional Pkwy E Ste A
Lakewood Ranch, FL 34240opens in a new window

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