Achieving financial goals in Newberry, FL
24 results found
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Heritage Financial
● ClosedHeritage Financial, located at 25125 West Newberry Road in Newberry, Florida, is a finance institution dedicated to helping individuals establish their financial heritage. With over twenty years of experience and a large client base, the team at Heritage Financial is committed to helping clients achieve their financial goals. They offer personalized financial planning and advisory services through Prosperity Capital Advisors, ensuring that each client receives a tailored plan for their unique situation. The institution also offers free educational events on various financial topics important for retirement planning. Heritage Financial provides a range of financial products and services to assist clients in creating a comprehensive financial plan. Their team includes professionals with certifications such as ChFC, CLU, CASL, and membership in the Million Dollar Round Table, ensuring that clients receive expert advice and guidance. Clients can also benefit from the institution's specialized report on how they may be impacted by IRMAA (Income-Related Monthly Adjustment Amount).
25125 W Newberry Rd, Newberry, FL 32669, United States -
Cornerstone Financial Group
● ClosedCornerstone Financial Group is a leading finance institution located in Gainesville, Florida. With a prime location at 5200 Newberry Road, this institution offers a wide range of financial services to clients in the area. From investment planning to retirement strategies, Cornerstone Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized attention they receive at this reputable institution. Whether you are looking to grow your wealth or secure your financial future, Cornerstone Financial Group is here to provide the guidance and support you need.
5200 Newberry Rd, Gainesville, FL 32607, United States -
Edward Jones - Financial Advisor: Ashlyn Burtle
● OpenEdward Jones - Financial Advisor: Ashlyn Burtle is a finance institution located at 25349 West Newberry Road in Newberry, Florida, United States. As a trusted financial advisor, Ashlyn Burtle provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can feel confident in their financial decisions. Whether planning for retirement, saving for a child's education, or investing for the future, Edward Jones - Financial Advisor: Ashlyn Burtle is dedicated to helping clients navigate the complexities of the financial world.
25349 W Newberry Rd, Newberry, FL 32669, United States -
Edward Jones - Financial Advisor: Sheila K Smith, AAMS™
● ClosedEdward Jones - Financial Advisor: Sheila K Smith, AAMS™ is a reputable finance institution located at 25349 West Newberry Road in Newberry, Florida, United States. Sheila K Smith, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sheila K Smith and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
25349 W Newberry Rd, Newberry, FL 32669, United States -
Bill Matchell - State Farm Insurance Agent
● ClosedBill Matchell - State Farm Insurance Agent is an insurance agency located at 140 Northwest 75 Drive in Gainesville, Florida. Serving the insurance needs of the North Central Florida area since 2003, Bill Matchell has over 10 years of experience in Claims Management in Florida. Located just a quarter mile south of Newberry Road on NW 75th Street (Tower Road), the agency offers free quotes for Auto Insurance, Home Insurance, and Life Insurance. It is recommended to have emergency kit supplies prepared ahead of time to ensure the safety of you and your family. Bill Matchell can provide advice and guidance on rebuilding your credit to help you achieve your financial goals. Additionally, some auto maintenance can be done at home to combat rising auto repair costs.
140 NW 75 Dr suite a, Gainesville, FL 32607, United States -
Capital City Investments
● OpenCapital City Investments is a leading finance institution located at 24202 West Newberry Road in Newberry, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you achieve your financial goals. With a strong track record of success and a commitment to excellence, Capital City Investments is your trusted partner in financial planning. Visit us today to see how we can help you secure your financial future.
24202 W Newberry Rd F, Newberry, FL 32669, United States -
Michelle Rafferty
● OpenMichelle Rafferty is a reputable finance institution located at 24202 West Newberry Road in Newberry, Florida, United States. With a strong focus on providing top-notch financial services and solutions, Michelle Rafferty is dedicated to helping clients achieve their financial goals and secure their future. The institution prides itself on its experienced team of professionals who offer personalized and tailored financial advice to each client. Whether you are looking to invest, save, or plan for retirement, Michelle Rafferty is committed to providing expert guidance and support every step of the way.
24202 W Newberry Rd Suite F, Newberry, FL 32669, United States -
Greg Smith, CFP® - Raymond James
● OpenGreg Smith, CFP® - Raymond James is a trusted financial institution located at 24836 West Newberry Road in Newberry, Florida, United States. As a Certified Financial Planner®, Greg Smith provides expert financial advice and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to integrity, Raymond James offers a comprehensive range of financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Greg Smith and his team are dedicated to helping you secure your financial future.
24836 W Newberry Rd, Newberry, FL 32669, United States -
Michelle Rafferty
● OpenMichelle Rafferty is a reputable financial institution located at 14009 West Newberry Road in Jonesville, Florida, United States. With a focus on providing top-notch financial services to individuals and businesses, Michelle Rafferty offers a wide range of financial solutions, including investment advice, retirement planning, and wealth management. The institution prides itself on its knowledgeable and experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Michelle Rafferty is committed to providing personalized and professional financial guidance.
14009 W Newberry Rd, Jonesville, FL 32669, United States -
Capital City Investments
● OpenCapital City Investments is a leading finance institution located at 14009 West Newberry Road in Jonesville, Florida, United States. Our team of experienced professionals is dedicated to providing personalized investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a wide range of services to meet your needs. Trust Capital City Investments to help you navigate the complex world of finance and secure your financial future.
14009 W Newberry Rd, Jonesville, FL 32669, United States -
Clarity Wealth
● ClosedClarity Wealth is a finance institution located in Newberry, Florida, United States. Our team of experienced financial advisors is dedicated to providing clear and concise guidance to help you achieve your financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help. Visit us at 119 Northwest 137th Drive to start your journey towards financial clarity today.
119 NW 137th Dr Suite 30, Newberry, FL 32669, United States -
Urban Hanson Wealth Management of Raymond James
● OpenUrban Hanson Wealth Management of Raymond James is a leading finance institution located at 4880 Newberry Road in Gainesville, Florida, United States. With a strong focus on providing personalized wealth management services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. The team of experienced financial advisors at Urban Hanson Wealth Management of Raymond James is dedicated to providing top-notch financial advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Urban Hanson Wealth Management of Raymond James is committed to helping you secure a prosperous financial future.
4880 Newberry Rd STE 100, Gainesville, FL 32607, United States -
Ronald Lawerence Group
● OpenThe Ronald Lawrence Group, located at 5200 Newberry Road in Gainesville, Florida, is a finance institution dedicated to helping private business owners buy and sell their companies in a confidential and professional manner. With a focus on achieving successful sales, mergers, and divestitures, the RL Group assists business owners in defining options and implementing strategies to exit their business on their own terms and at the most appropriate time. Services include advising on structuring the business for sale, preparing financial statements, valuation techniques, pricing options, and expert advice on the financial and personal ramifications of a sale or merger. Confidentiality is a key concern, with the RL Group ensuring privacy throughout the process. Clients are the owners of privately held companies, with the RL Group representing only the seller in transactions. Testimonials praise the RL Group for providing the best professional business broker services in Florida. The sale process involves analyzing all elements of the business, preparing detailed documents, and developing a marketing program to attract potential buyers. Overall, the RL Group offers a comprehensive approach to achieving successful business sales with the personal needs and financial goals of clients at the forefront.
5200 Newberry Rd # E2, Gainesville, FL 32607, United States -
TJS Accounting
● ClosedTJS Accounting is a professional accounting firm located at 14407 Southwest 2nd Place in Newberry, Florida, United States. Our team of experienced accountants provides a wide range of accounting services for individuals and businesses, including tax preparation, bookkeeping, and financial consulting. We are dedicated to helping our clients achieve their financial goals and navigate the complexities of the tax system with ease. Contact TJS Accounting today to learn more about how we can assist you with your accounting needs.
14407 SW 2nd Pl Suite F-1, Newberry, FL 32669, United States -
Block Advisors
● ClosedBlock Advisors is a trusted accounting and finance institution located at 5010 Newberry Road in Gainesville, Florida. With a team of experienced professionals, Block Advisors offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Block Advisors is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to see how we can help you manage your finances effectively and efficiently.
5010 Newberry Rd Ste A, Gainesville, FL 32607, United States -
Katherine Gross - Thrivent
● ClosedKatherine Gross - Thrivent is a financial institution located at 7733 West Newberry Road in Gainesville, Florida, United States. The institution is licensed in multiple states including AL, AZ, FL, GA, IN, KY, LA, MO, NC, OH, PA, and TX. The team at Katherine Gross - Thrivent has nearly 5 decades of combined financial guidance and experience, working with a diverse range of clients to help them achieve their financial goals. As a Thrivent financial professional, Katherine Gross believes in using money as a tool to create a life rich in meaning and gratitude. Thrivent is a member-owned, fraternal benefit society, meaning they answer only to their members and prioritize their best interests. Katherine Gross provides comprehensive financial advice and guidance to clients in Gainesville and surrounding areas in Florida. The institution offers services such as financial planning, investment advisory, and insurance products. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals in those areas.
7733 W Newberry Rd Ste B2, Gainesville, FL 32606, United States -
Pierce Deegan & Hodgin
● OpenPierce Deegan & Hodgin is a reputable accounting and finance institution located at 4001 Newberry Road in Gainesville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services, including tax preparation, bookkeeping, and financial planning. Clients can trust Pierce Deegan & Hodgin for their expertise and dedication to helping individuals and businesses achieve their financial goals.
4001 Newberry Rd STE A4, Gainesville, FL 32607, United States -
H&R Block
● ClosedH&R Block in Newberry, Florida is a trusted accounting and finance institution located at 24206 West Newberry Road. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to helping you navigate the complexities of taxes and finances to achieve your financial goals. Visit us today to experience personalized and reliable services that will help you make informed financial decisions.
24206 W Newberry Rd, Newberry, FL 32669, United States -
A Plus Tax & Bookkeeping Center
● ClosedA Plus Tax & Bookkeeping Center is a trusted accounting and finance institution located at 25650 West Newberry Road in Newberry, Florida, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses. Whether you need help with filing your taxes or managing your financial records, we are here to assist you every step of the way. With our personalized approach and attention to detail, you can trust us to handle all of your accounting needs with precision and efficiency. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
25650 W Newberry Rd, Newberry, FL 32669, United States -
Little Income Tax Service
● OpenLittle Income Tax Service is a trusted accounting and finance institution located at 26102 Southwest 2 Avenue in Newberry, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, filing, or financial planning, we are here to assist you every step of the way. Trust Little Income Tax Service to help you navigate the complexities of the tax system and achieve your financial goals.
26102 SW 2 Ave, Newberry, FL 32669, United States -
Reddish & White CPAs
● ClosedReddish & White CPAs is a reputable accounting and finance institution located at 140 Southwest 128 Street in Newberry, Florida, United States. Our team of experienced and dedicated certified public accountants provides a wide range of professional services to individuals and businesses, including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of today's financial landscape. Contact us today to learn more about how Reddish & White CPAs can assist you with all of your accounting and finance needs.
140 SW 128th St suite h, Newberry, FL 32669, United States -
Jemanex, Inc.
● OpenJemanex, Inc. is a finance institution located at 13126 Southwest 2nd Lane in Newberry, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with investments, loans, or financial planning, Jemanex, Inc. is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in managing your finances effectively.
13126 SW 2nd Ln, Newberry, FL 32669, United States -
Capital City Bank
● ClosedCapital City Bank is a trusted financial institution located at 14009 West Newberry Road in Jonesville, Florida, United States. As a full-service bank, Capital City Bank offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access their funds at any time. Capital City Bank is committed to providing personalized and reliable financial solutions to help individuals and businesses achieve their financial goals.
14009 W Newberry Rd, Jonesville, FL 32669, United States -
Capital City Bank
● ClosedCapital City Bank is a trusted financial institution located at 5200 West Newberry Road in Gainesville, Florida. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for all your banking needs. With a commitment to providing exceptional customer service and innovative financial solutions, Capital City Bank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with Capital City Bank.
5200 W Newberry Rd A, Gainesville, FL 32607, United States
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