First Choice Wealth & Retirement

First Choice Wealth & Retirement A holistic team-based approach to wealth management & retirement planning (through strategic partner

05/14/2025

An update on our new Winter Park, FL headquarters from our President Tim Leith. We are moving into a space triple the size of our existing office less than a mile down the road because we are growing but we love the community that we’re in. We can’t wait for you to see it!

Happy New Year! The team is back from our holiday break and ready to serve our clients!
01/04/2025

Happy New Year! The team is back from our holiday break and ready to serve our clients!

By happy coincidence we are celebrating Miranda (6 month) & Don’s (1 year) work anniversary today! Thank you both for yo...
09/18/2024

By happy coincidence we are celebrating Miranda (6 month) & Don’s (1 year) work anniversary today! Thank you both for your hard work and taking care of our clients! Looking forward to working with you both for years to come!

09/11/2024

September is Life Insurance Awareness Month! Our Don Quill & Tim Leith are talking about the importance of life insurance and how it's not just for death benefits anymore. Newer life insurance policies now offer living benefits that can cover you in case of critical illnesses like cancer, heart attack, or stroke and help pay for long term care. It's important to review your coverage and make sure you have a policy that provides these living benefits, not just 'death insurance’.Feel free to reach out to our office to review your coverage. [email protected]

Looking forward to working with another veteran financial professional! Nathan comes to us with many years of experience...
09/10/2024

Looking forward to working with another veteran financial professional! Nathan comes to us with many years of experience working with Florida Retirement System public servants and their 403b, 457 & DROP accounts. He will be a great fit providing free consultations through MyFRS Guide Guide and an asset at First Choice Wealth & Retirement .

Welcome to our team Nathan!

03/31/2023

Our president, Tim Leith wants to let you know about some opportunities to join our team in :
-Operations
-Marketing
-Retirement Planning
-Finance & Marketing Internships

All full time positions include 100% of health vision & dental paid for & a 401k with a match.
Internships are, paid internships.
For more information please send a resume & include a link to your LinkedIn to [email protected]

The market can be unpredictable. Schedule a call and let us help you find the best strategy: https://hubs.li/Q01HXXFG0 ...
03/23/2023

The market can be unpredictable.
Schedule a call and let us help you find the best strategy: https://hubs.li/Q01HXXFG0

On this day 3 years ago we had a in a suite at an Orlando Magic game! We are having another one in 2 weeks! We can’t...
03/22/2023

On this day 3 years ago we had a in a suite at an Orlando Magic game! We are having another one in 2 weeks! We can’t wait to have a great time and see our clients again!

On this day 3 years ago we had a in a suite at an game! We are having another one in 2 weeks! We can’t wait to have...
03/22/2023

On this day 3 years ago we had a in a suite at an game! We are having another one in 2 weeks! We can’t wait to have a great time and see our clients again!

Address

1971 Lee Road Suite # 205
Winter Park, FL
32789

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+14074878124

Website

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