Business financial planning and organization in Lake Mary, Florida

Advus Financial Partners, LLC is a finance institution located at 1525 International Parkway in Lake Mary, Florida, United States. At Advus Financial Partners, they are dedicated to helping their clients advance and achieve their financial goals. They listen actively, solve creatively, and provide personalized advice to advocate for their clients. They believe in finding the best solutions to anticipate and resolve complex challenges. The Advus Advantage includes meeting clients where they are, running their financial plan so they can focus on their business, and understanding and supporting the needs of their organization.

Merrill Lynch Financial Advisor Nicole Lynn Roberts is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. With a focus on managing your wealth and understanding your financial goals, Nicole can create a personalized strategy tailored to your needs. By leveraging the investment insights of Merrill and the banking solutions of Bank of America, she can help you pursue your financial objectives through wealth management strategies. Nicole is dedicated to giving back to the community by volunteering with local organizations. With Merrill Personal Wealth Analysis™, she can develop a plan centered on your goals and priorities. By engaging in conversations with clients, Nicole aims to provide customized financial approaches to help you achieve your aspirations. Through the Investment Personality Assessment, she gains a deeper understanding of your investing preferences to create a personalized financial plan. Nicole believes in regularly reviewing and adjusting your financial approach to reflect changes in your life and the market. By prioritizing your goals and focusing on solutions that align with your aspirations, she helps turn your financial objectives into reality. As a Merrill Lynch Wealth Management Advisor, Nicole is committed to helping you navigate the complexities of your financial life and build a tailored investment approach. With a focus on personalized strategies and comprehensive financial solutions, she can guide you towards achieving your goals. Nicole Roberts is registered to do business in several states and holds the CDFA® certification. Investing involves risks, and it's essential to consult with legal and tax advisors before making financial decisions. Whether you're planning for retirement, saving for a home, or passing on wealth to future generations, Nicole is dedicated to helping you achieve your financial goals.

Fellowship Financial Group, located at 630 Wymore Road in Maitland, Florida, is a finance institution that specializes in helping clients achieve reliable portfolio growth and security through conservative investment strategies. As Retirement Income Source, they are now part of a national network of Income Specialists dedicated to helping individuals generate income from their investments for a secure retirement. Founded by David J. Scranton, a renowned money manager and bestselling author, Fellowship Financial Group focuses on providing financial education to clients to help them make informed decisions about their retirement planning. The team at Fellowship Financial Group, led by Founder Michael Eastham, a CPA with over 30 years of experience in financial services, is committed to providing personalized attention and outstanding service to clients.

Benjamin Bookkeeping & Financial Services is a reputable accounting and finance institution located at 2282 Milltowne Way in Lake Mary, Florida, United States. With a team of experienced professionals, we provide top-notch bookkeeping and financial services to individuals and businesses alike. Our services include financial planning, tax preparation, payroll management, and much more. Trust us to handle all your accounting needs with precision and efficiency. Visit us today to secure your financial future with Benjamin Bookkeeping & Financial Services.

The Institute of Internal Auditors, located at 1035 Greenwood Boulevard in Lake Mary, Florida, is a professional organization dedicated to advancing the internal auditing profession. With a global membership of over 200,000 professionals, the Institute provides resources, training, and certifications to help internal auditors excel in their careers. Their mission is to promote excellence and professionalism in the field of internal auditing, and to provide guidance and support to members in their roles. Whether you are a seasoned auditor or just starting out in the field, The Institute of Internal Auditors is the place to go for all your professional development needs.

CAPTRUST is a leading financial institution located at 100 Colonial Center Parkway in Lake Mary, Florida, United States. Specializing in wealth management, investment advisory services, and retirement planning, CAPTRUST is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, CAPTRUST is a trusted partner for individuals and businesses seeking expert financial guidance.

CSsports is a finance institution located at 1515 International Parkway in Lake Mary, Florida. We specialize in providing financial services to clients in the sports industry, offering expertise in investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping athletes, sports organizations, and other stakeholders achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, CSsports is committed to helping our clients succeed both on and off the field.

Lanier & Company, P.A. is a reputable accounting and finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution, previously known as Howard, Howard and Hodges, has been providing professional services to small businesses since 1961. With expertise in a wide variety of service industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce, Lanier & Company specializes in offering accounting, bookkeeping, payroll, and tax services to small business owners. As an active member of PASBA (Professional Association of Small Business Accountants) since 1997, Lanier & Company is able to leverage the collective resources of a nationwide network of CPAs and accountants to provide top-notch service and expertise to their clients. The institution was honored with the title of PASBA's Accounting Firm of the Year in 2015.

Vivian Howard, EA is an accounting and finance institution located at 720 Rodel Cove, Lake Mary, Florida, United States. The Howard, Howard and Hodges team has been providing professional services to small businesses since 1961, with expertise in various industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce. They specialize in accounting, bookkeeping, payroll, and tax services for small business owners and have been a member of PASBA (Professional Association of Small Business Accountants) since 1997. The firm was named PASBA’s Accounting Firm of the Year in 2015. They offer free consultations to help clients meet their tax and financial goals, and strive to deliver quality services with efficiency and consistency. The team is dedicated to helping entrepreneurs build their dreams and adapt to rapid changes in technology and needs. They offer a Small Business Accounting Services Package to help business owners focus on their day-to-day activities while they handle accounting, payroll, and tax tasks. The team at Howard, Howard and Hodges is always ready to explore all possibilities to help business owners with their accounting and taxes, including tax savings strategies, tax-deductible expenses, and business consulting services. They also provide updates on accounting, financial planning, tax advisory, and business consultation. Effective November 1, 2023, Lanier and Company has merged with Howard, Howard and Hodges, welcoming their team and clients to the family.

Merrill Lynch Wealth Management, located at 250 International Parkway in Lake Mary, Florida, is a leading finance institution offering a wide range of wealth management services. With a team of experienced advisors, the institution caters to individuals, families, business owners, executives, and institutions, providing tailored financial strategies to address wealth planning challenges and opportunities. The advisors at Merrill Lynch Wealth Management bring years of combined knowledge and experience to the table, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create customized financial strategies to meet their long-term objectives.

Herman Singh & Associates, Inc (CPA) is a reputable accounting and finance institution located at 1150 Greenwood Boulevard in Lake Mary, Florida, United States. Our team of experts is dedicated to helping clients make informed decisions on the best organizational structure for their business, as well as assisting with tax IDs and forms. We offer comprehensive tax planning services to help businesses prepare for tax obligations before they even start operating. Managing taxes can be a complex and risky task, especially in today's ever-changing regulatory environment. Our experienced team at Herman Singh & Associates, Inc provides top-notch accounting and tax services in Orlando, allowing businesses to focus on their core goal of profitability. We understand the challenges faced by corporate tax departments and work to supplement resources and provide insights to address current and future issues affecting organizations.

Conyngham CPA is a reputable accounting and finance institution located at 3959 Equine Cove in Lake Mary, Florida, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or bookkeeping, Conyngham CPA is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

Howard, Howard & Hodges is a well-established accounting and finance institution located at 720 Rodel Cove in Lake Mary, Florida, United States. Since 1961, our team has been providing professional services to small businesses across a wide range of industries, including healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce. Specializing in accounting, bookkeeping, payroll, and tax services for small business owners, we are proud members of PASBA (Professional Association of Small Business Accountants) and were honored as the Accounting Firm of the Year in 2015. Our goal is to help entrepreneurs achieve their financial goals by providing efficient and consistent services tailored to their unique needs. We offer a Small Business Accounting Services Package to allow business owners to focus on their day-to-day operations while we handle the financial aspects. Our team of local experts stays up-to-date on tax legislation and changes to provide small business tax savings strategies and valuable business consulting services. Contact us today for a free consultation to see how we can help you navigate your tax and financial goals.

SunTrust Mortgage is a financial institution located at 1100 Townpark Avenue in Lake Mary, Florida, United States. This institution offers a range of services including personal and commercial banking, credit cards, loans, and investments. Customers can explore different loan options based on their needs and preferences. SunTrust also provides the opportunity to see if you're pre-qualified for a Truist credit card. With the Truist Enjoy Beyond credit card, you can earn points on all purchases, including 3x on airfare, hotels, and car rentals, and 2x on dining. Additionally, SunTrust offers a variety of financial literacy resources and tools to help individuals and communities improve their financial knowledge and habits. By opening a Truist One Checking account, customers can take advantage of special offers and rewards. SunTrust Mortgage is committed to inspiring and building better lives and communities, and is working with organizations like the NFL to make a positive impact. With a focus on innovation and technology, SunTrust is continuously improving and enhancing its banking services. Eligibility requirements may apply for certain offers and promotions. Overall, SunTrust Mortgage aims to help customers achieve their financial goals and improve their money mindset.