Financial Planning & Investments in Naples, FL

3555 Kraft Road, Suite 200, Naples, Florida, 34105

(239) 427-2703

An Employee-Owned Independent Partnership


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801 Laurel Oak Drive, Suite 500, Naples, Florida, 34108

(239) 254-7173

We can help you embrace your financial future


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801 Laurel Oak Drive, Suite 500, Naples, Florida, 34108

(239) 249-5004

We can help you embrace your financial future


3906 Tamiami Trail North, Naples, Florida, 34103

(239) 777-5213


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850 Park Shore Drive, Suite 101, Naples, Florida, 34103

(239) 228-8980

Click here to learn more!


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801 Laurel Oak Drive, Suite 500, Naples, Florida, 34108

(239) 249-5025

We can help you embrace your financial future


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819 Ashburton Drive, Naples, Florida, 34110

(563) 355-4465

Learn More


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800 Laurel Oak Dr, Suite 500 and 600, Naples, Florida, 34108

(239) 649-3663

Strengthening your financial security℠


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800 Laurel Oak Dr, Suite 500 and 600, Naples, Florida, 34108

(920) 343-4550

Strengthening your financial security℠


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800 Laurel Oak Dr, Suite 500 and 600, Naples, Florida, 34108

(920) 343-4564

Strengthening your financial security℠


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999 Vanderbilt Beach Road, Naples, Florida, 34108

(239) 591-6356

Products and Services


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1415 Panther Lane, Suite 535, Naples, Florida, 34109


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800 Laurel Oak Dr, Suite 500 and 600, Naples, Florida, 34108

(239) 649-6077

Strengthening your financial security℠


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4099 Tamiami Trl N, Ste 403, Naples, Florida, 34103

(239) 768-7007

More info available at FINRA's BrokerCheck website


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5920 Goodlette-Frank Road, Naples, Florida, 34109

(239) 774-4000


Latest reviews

L&M Group Inc.

I was looking into annuities as a source for an income for my retirement. I was speaking with Peter Lemberg of L&M Group Inc. 1983 Mission Dr. Naples, FL 34109 (239) 594-1661 and (239) 682-4333 who was insisting that an annuity would be perfect...more
Hector M