A d v i s o r y S e r v i c e s
Our team of professionals are industry qualified and capable of delivering solutions to meet your needs. The well-being and satisfaction of our
clients is our only barometer of success.
Consulting & Advice
Your own financial expert
Dolence & Means Advisors serves individuals and businesses throughout Southwest Florida. Started by Martin E. Dolence, as Dolence Advisors forty-five years ago, the company is now headed by Courtney B. Means, CPA
We pride ourselves in providing our clients friendly personal tax service, CPA excellence, and savvy financial advice.
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Business foundation services
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Entity selection
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Business owner education
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Retirement planning
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Technology advice
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Business management services
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Budgeting
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Strategic planning
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Financial planning
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Operations support
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Tax planning services
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Revenue planning
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Deduction planning
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Tax savings strategies
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Succession planning services
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Business valuation
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