A complete list of active advisors currently associated with Investors Choice

Warmer can help you find a great advisor at Investors Choice or one who fits your needs even better.

The firm offers insurance-based financial services to individual clients, focusing on index annuities, life insurance and related insurance products, and it also provides separate financial planning and one‑time consulting services. Its brochure discloses that compensation for its primary business is paid by insurance companies rather than collected as ongoing asset-based adviser fees. Investment activity is carried out through insurance company platforms and products, with account access and annual reporting provided via those insurance custodians. The firm does not take custody of client assets or manage discretionary securities accounts and emphasizes aligning clients’ risk tolerance with long‑term investment goals. Notable differences from many investment-manager peers include its role as a licensed insurance producer and its reliance on insurer-paid compensation instead of percentage-of-assets-under-management fees. The firm also discloses that it may undertake client‑paid consulting on private placements (including energy-related deals), a service approach that is less common among managers focused on pooled or institutional mandates.

To learn more about the advisors currently working at Investors Choice, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Eric Difrancesco profile photo Eric Difrancesco
Tampa, FL
23
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")