Best relationship advice in The Villages, FL
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The Villages Insurance
● ClosedThe Villages Insurance is an insurance agency located at 8740 Southeast 165th Mulberry Lane in The Villages, Florida. Our experienced team of insurance professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have you covered. We strive to build long-lasting relationships with our clients by offering exceptional customer service and expert advice. Trust The Villages Insurance to protect what matters most to you.
8740 SE 165th Mulberry Ln, The Villages, FL 32162, United States -
Wheeler Insurance
● ClosedWheeler Insurance is a multiline insurance agency located at 10941 U.S. 441 in Belleview, Florida. Serving Ocala, Belleview, and The Villages, we offer a wide range of personal and commercial insurance plans and bundles to fit your needs. Since 1997, our independent agency has provided superior customer service and affordable coverage from reputable companies. Our goal is to build strong relationships with our customers and ensure they are protected without breaking the bank. Trust Wheeler Insurance to protect what matters most to you and rest easy knowing you have the best coverage available. Contact one of our expert insurance agents today to find the perfect plan for you. With over 25 years of experience, Wheeler Insurance is dedicated to satisfying every customer and providing top-notch service. We are a Trusted Choice agency, meaning we work for you and have access to multiple insurance companies to find the best coverage for your changing needs. Let us help you navigate the world of insurance and ensure you are fully protected against any unexpected surprises.
10941 US-441, Belleview, FL 34420, United States -
Thakore Law, PLLC
● ClosedThakore Law, PLLC is a boutique real estate, contracts, and business law firm located at 3030 North Rocky Point Drive in Tampa, Florida. Founded by Mrs. Thakore, the firm specializes in providing comprehensive residential and commercial real estate representation to individuals, investors, and businesses. With a focus on drafting, reviewing, and negotiating contracts, Thakore Law ensures that clients are protected in their legal transactions. In addition to contract law, Thakore Law also assists businesses with a wide range of legal needs, from formation to serving as general counsel. The firm serves clients in various areas, including Apollo Beach, Brandon, Carrollwood Village, Riverview, Tampa, and more.
3030 N Rocky Point Dr Suite 150, Tampa, FL 33607, United States -
Bajalia Law Office
● ClosedBajalia Law Office, located at 7645 Gate Parkway in Jacksonville, Florida, is a reputable institution specializing in legal services. With an experienced litigator and Florida certified circuit court mediator on staff, clients can trust in the expertise and professionalism provided by Bajalia Law Office. The institution prides itself on offering the experience of a large law firm while maintaining the personalized service and flexibility of a smaller practice. Each client is given individual attention and their unique needs are carefully considered.
Offices at Village Walk, 7645 Gate Pkwy #106, Jacksonville, FL 32256, United States -
Merrill Lynch Financial Advisor Lesli Luther
● ClosedMerrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Lesli Luther specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By combining the investment insights of Merrill and the banking solutions of Bank of America, clients can have access to a comprehensive approach to wealth management. Lesli Luther is committed to serving the community through volunteering and believes in building long-term relationships with clients by understanding their evolving needs and priorities. With a focus on personalized financial planning, Lesli Luther helps clients navigate important life decisions such as retirement planning, education funding, and legacy planning. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help achieve their financial objectives. Lesli Luther is dedicated to helping clients stay on track towards their goals by regularly reviewing and adjusting their financial approach. With a mission to understand each client's unique situation, Lesli Luther offers a personalized approach to wealth management that aligns with individual aspirations and risk tolerance. As a registered advisor in multiple states, Lesli Luther is equipped to provide expert guidance on investment strategies and financial planning. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Michael E Rose
● ClosedMerrill Lynch Financial Advisor Michael E Rose, located at 1100 Canal Street in The Villages, Florida, is a finance institution dedicated to helping clients plan for the retirement they've always envisioned. Supported by the global resources of Merrill, the team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch will work with you to understand your unique priorities and full financial picture, offering options for managing your 401(k) or other plan-sponsored accounts. They can help you rollover to an IRA, convert to a Roth IRA, rollover a 401(k) from a prior employer, take a distribution, or leave the account where it is, all while considering different investment options, services, fees, and tax implications.
1100 Canal St, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor Greg Panjian AAMS
● ClosedEdward Jones - Financial Advisor Greg Panjian AAMS is a trusted financial institution located at 309 Colony Boulevard in The Villages, Florida, United States. As a certified Accredited Asset Management Specialist (AAMS), Greg Panjian is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of services including retirement planning, wealth management, and education funding. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor Greg Panjian AAMS is committed to helping you navigate the complexities of the financial world with confidence.
309 Colony Blvd, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Jayne D Wakeman, AAMS™
● ClosedEdward Jones - Financial Advisor: Jayne D Wakeman, AAMS™ is a reputable financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in providing personalized financial planning and investment services, Jayne D Wakeman, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor. Whether you are planning for retirement, saving for college, or investing for the future, Jayne D Wakeman, AAMS™ is committed to providing expert advice and tailored solutions to meet your individual needs.
Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Niccole M Palacios
● ClosedEdward Jones - Financial Advisor: Niccole M Palacios is a trusted financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in providing personalized financial advice and services, Niccole M Palacios is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships, this institution offers a wide range of financial solutions tailored to meet the individual needs of each client. Whether you are planning for retirement, investing for the future, or simply looking to grow your wealth, Niccole M Palacios and her team are here to guide you every step of the way. Trust in Edward Jones - Financial Advisor: Niccole M Palacios for expert financial advice and a commitment to your financial success.
Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Jena Sullivan
● ClosedEdward Jones - Financial Advisor: Jena Sullivan is a reputable financial institution located at 8483 Southeast 165th Mulberry Lane in The Villages, Florida, United States. Specializing in providing expert financial advice and personalized investment strategies, Jena Sullivan and her team are dedicated to helping clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones offers a range of services including retirement planning, wealth management, and investment guidance. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Jena Sullivan is here to help you every step of the way.
8483 SE 165th Mulberry Ln Suite 100, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Clay C Palmer
● ClosedMerrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Anthony Gould
● ClosedMerrill Lynch Financial Advisor Anthony Gould is located at 1100 Canal Street in The Villages, Florida, United States. The institution is a finance type, offering personalized financial strategies and wealth management services for affluent families, individuals, and successful business owners. With over two decades of experience in Central Florida, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams", Merrill Lynch advisors are committed to setting the standard for exemplary client service. With access to the global resources of Merrill, the team is comprised of talented and experienced individuals who work together seamlessly to deliver appropriate solutions that address all aspects of their clients' financial lives. By embodying core values such as integrity, knowledge, respect, and teamwork, Merrill Lynch advisors strive to provide the highest level of service and support to help clients achieve their financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, advisors tailor financial strategies to reflect each client's unique needs, priorities, and goals. The team works with clients to develop a customized financial approach designed to help manage, grow, and preserve wealth for the long-term. With a focus on personalized advice and professional management, Merrill Lynch advisors help clients stay on track towards pursuing their objectives. By building a dedicated one-on-one relationship with clients, Merrill Lynch Wealth Management Advisors are committed to providing comprehensive financial solutions to help navigate the financial and economic landscapes. Whether it's planning for retirement, managing future health care expenses, or passing wealth to future generations, Merrill Lynch advisors are dedicated to helping clients pursue their goals and live their best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Fred Siyufy
● ClosedMerrill Lynch Financial Advisor Fred Siyufy is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. We work together with our clients to help them understand their unique priorities and full financial picture, especially when planning for retirement. Whether you are considering rolling over your 401(k) or need advice on managing future health care expenses, college savings, or passing wealth to future generations, our team is here to help. We offer personalized investment strategies and access to comprehensive financial solutions to help you pursue your goals. Our mission is to understand you and what matters most to you, so we can create a personalized plan to help you manage, grow, and preserve your wealth. With the support of Merrill's global resources and banking solutions from Bank of America, we are committed to helping you achieve your financial goals. Contact us today to start planning for your financial future.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Travis Bowersox
● ClosedMerrill Lynch Financial Advisor Travis Bowersox is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We have been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, showcasing our dedication to our clients. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, we cater to affluent families, individuals, and successful business owners. Our mission is to be the trusted advisor of our clients, offering personalized financial planning services tailored to their unique needs and goals. By embodying core values such as integrity, knowledge, and teamwork, we ensure that our clients receive the highest level of service and support. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial approach that suits you best. We believe in helping you pursue your aspirations and goals, providing consistent, personalized advice to keep you on track towards achieving your long-term objectives. Let Merrill Lynch Financial Advisor Travis Bowersox guide you towards financial success and help you live your best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Joe Gibbons with Lipply Real Estate
● ClosedWelcome to Joe Gibbons with Lipply Real Estate, your trusted partner in navigating the Tampa Bay real estate market. Located at 3302 U.S. 19 Alternate, Palm Harbor, Florida, Joe Gibbons brings a wealth of experience and a dedication to customer satisfaction that is second to none. As a licensed real estate professional in the State of Florida, Joe is committed to providing the highest standards of service to both buyers and sellers. Joe Gibbons is renowned for his patience, no-pressure approach, and willingness to go the extra mile for his clients. His dedication to understanding your needs ensures that your real estate journey is smooth and relaxed. Joe's expertise in analyzing market trends in Clearwater, St. Pete, and the broader Tampa Bay area positions his clients to secure the best deals in this competitive market. Whether you're a growing family, a young professional, or a retiree, Joe is here to help you find the perfect home.
3302 U.S. 19 Alternate, Palm Harbor, Florida 34683, United States
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