Caxambas Financial Solutions Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


View Larger


Terrence McCreanor, Financial Advisor serving the Marco Island, FL area - Ameriprise Advisors

Terrence McCreanor


Financial Advisor

Managing Director
Visit Terrence McCreanor's website


Coleen Hodsdon APMA<sup>®</sup>, CRPC<sup>®</sup>

Coleen Hodsdon APMA®, CRPC®

Registered Practice Associate


  • APMA®
  • CRPC®
View more