The head of the Wallman Financial team is Michael Wallman. Michael is an investment executive with over 25 years of experience in the financial services industry and has developed a keen insight into developing professional and personal relationships.

 

Michael brings his investment talents to each of his clients as a Financial Planning, providing superior client communication and service.

 

Click here to learn more about Michael Wallman.

 

While working with clients, Michael Wallman of Wallman Financial refers clients to a carefully picked team of professionals. Together with Wallman Financial, this team of professionals develops a “holistic” approach to your overall financial future. Think of it as a way to save time and to reduce the headaches of making sure everyone is working together.

 

Links are being provided for information purposes only.

 

 

Real Estate Attorneys

Insurance and Annuities

Mortgage Consultant

Central Florida
Barry Miller
Barry Miller Law

 

South Florida
Steven K. Baird, P.A.
Attorney at Law

Central Florida
Lillian Mattingly
Telephone: (407) 473-3640 
Soars Health Advisors

 

South Florida
Erik S. Sherman
John Hancock Life Insurance Co

 

Central Florida
Barry Botwin
Branch Manager
Telephone: (407) 768-3242
Crosscountry Mortgage

 

South Florida
Michael Vigil
Guarantee Mortgage

Estate Planning

Investment Services

CPA / Accountants

Central Florida
Cynthia McGee
Telephone: (407) 234-0695
Cynthia McGee P.A.

 

South Florida
Richard C Milstein
Akerman P.A.

 

Central & South Florida
Michael Wallman, Financial Planner
Wallman Financial

 

 

Central Florida
Robert Marchewka-Partner
Telephone: (407) 644-5811
MKA CPA’s and Advisors

 

Candi W. Smith, E.A.
College Park Accounting, Inc.
collegeparkacct@bellsouth.net

 

South Florida
Mark Scott, JD, LLM
Kaufman Rossin & Co.