MDPresley Financial Services is located in Punta Gorda, Florida, one of the last hidden gems in Southwest Florida. While the gorgeous scenery and smooth sailing waters are the top of the attractions, the people and community truly make Punta Gorda home for our family and business.
The values found in the town of Punta Gorda are the same values that we strive to emulate at MDPresley. There is a collective approach within the community towards helping others. These close-knit values drive our business interactions with each of our clients.
Financial and retirement planning is more than just a career; it’s a family business. Michael had the opportunity to be mentored by his grandfather, creating an education for a lifetime.
While many of our clients are a part of the beautiful community here in Punta Gorda, we work with people all around the country and at all stages of financial planning. We have the technology and knowledge to work with many clients who might have moved across the country, business referrals a few states away, and everyone who is looking for a well-educated CFP® to partner with in their financial planning journey, no matter where they reside. No matter where our clients are from or what their journeys look like, they all have one thing in common: They’re ready to get serious about planning for the future. And we’re ready to help them get there.