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TOP 30 Care management in Jacksonville, FL
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Valerie’s Tax Service
Valerie's Tax Service is a trusted institution located at 3315 Hunt Street in Jacksonville, Florida. Our team is dedicated to providing reliable tax services that you can count on. Whether you need assistance with personal taxes, business taxes, audit preparation, or more, we are here to help. We offer electronic filing for added convenience. In addition to our tax services, we also offer notarization services for anything you may need. We can even travel to you for added convenience. Let us help you manage your funds properly and keep track of your finances. Focus your time and efforts on running your business, while we take care of your financial needs. Contact us today to get started.
Merrill Lynch Financial Advisor Parker E. Harris
Merrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
Craig Edward Fertenbaugh - Financial Advisor, Ameriprise Financial Services, LLC
Craig Edward Fertenbaugh is a Financial Advisor at Ameriprise Financial Services, LLC located at 10365 Hood Road in Jacksonville, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Craig Edward Fertenbaugh is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10161 Centurion Parkway North, Jacksonville, Florida, United States. Rene Gonzalez holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Additionally, Rene Gonzalez specializes in serving veterans, active duty, Reserve, National Guard, and domestic partners. With a commitment to ethical standards and continuing education, Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing clients with personalized and strategic financial advice to help them achieve their financial goals.
Brandon M Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brandon M Flynn is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Brandon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Brandon's expertise in asset management, retirement planning, estate planning, investment analysis, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Brandon is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Sonny Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sonny Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Sonny Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate Sonny Smith's expertise and commitment to providing comprehensive financial planning and wealth management services. Sonny Smith specializes in helping individuals and families with a wide range of financial needs, including retirement planning, estate planning, investment management, and insurance products. Sonny Smith is dedicated to providing personalized and ethical financial advice to help clients achieve their financial goals.
David Fox - Financial Advisor, Ameriprise Financial Services, LLC
David Fox is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, David provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. David is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients' financial needs.
Devon Mertz - Financial Advisor, Ameriprise Financial Services, LLC
Devon Mertz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Devon Mertz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Devon Mertz's expertise in various financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. With a focus on ethical practices and comprehensive knowledge, Devon Mertz aims to provide top-notch financial advisory services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with investment strategies, asset allocation, risk management, or estate planning, Devon Mertz has the expertise to help you navigate the complex world of finance.
Michael Maddock - Financial Advisor, Ameriprise Financial Services, LLC
Michael Maddock is a Financial Advisor at Ameriprise Financial Services, LLC located at 10365 Hood Road in Jacksonville, Florida, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Michael Maddock provides comprehensive financial services for individuals, retirees, small business owners, and high net worth clients. Contact Michael Maddock for expert financial advice and personalized wealth management solutions.
Camarda Wealth Advisory Group
Camarda Wealth Advisory Group, located at 4600 Touchton Road in Jacksonville, Florida, is a finance institution specializing in growing generational wealth for families since 1993. Led by a nationally recognized PhD-led wealth management team, they offer a range of services including active portfolio management, tax reduction advice, asset protection, estate and trust planning, retirement income mapping, risk management, and much more. As fee-only fiduciaries, Camarda Wealth Advisory Group works solely for their clients' best interests, not commissions. Their team of PhDs and CFA®s with decades of experience provides impressive credentials for the financial guidance needed to maximize wealth. Unlike many advisors who use passive strategies, Camarda actively watches the markets to maximize gains and avoid major losses.
Kevin S McKanna - Financial Advisor, Ameriprise Financial Services, LLC
Kevin S McKanna - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Kevin S McKanna holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various aspects of financial planning, estate planning, investment management, and specialized areas such as military financial advising and long-term care planning. Kevin S McKanna is dedicated to providing high-quality financial advice and services to clients, with a focus on ethical practices and comprehensive knowledge of asset management, retirement planning, estate planning, and risk management.
Cory Nye - Financial Advisor, Ameriprise Financial Services, LLC
Cory Nye is a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, United States. Cory Nye holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cory Nye's expertise and commitment to providing comprehensive financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for specific circumstances such as divorce or military service, Cory Nye has the knowledge and skills to help you achieve your financial goals. Contact Cory Nye at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
James Ellisor - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Ellisor is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. James holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James' expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and continuous education, James Ellisor provides personalized financial advice and strategies to help clients achieve their financial goals.
Derek Elftmann - Private Wealth Advisor, Ameriprise Financial Services, LLC
Derek Elftmann - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4651 Salisbury Road in Jacksonville, Florida, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics such as asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on ethical practices and continuing education for their advisors.
Lisa Puttick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Lisa Puttick is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 13500 Sutton Park Drive South in Jacksonville, Florida, United States. Lisa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Lisa is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Lisa's commitment to ethical standards and ongoing education ensures that her clients receive expert advice tailored to their unique financial goals and needs.
Merrill Lynch Financial Advisor Craig C Walker
Merrill Lynch Financial Advisor Craig C Walker is located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. This institution believes in fully involving their clients in planning for their financial future, starting with determining their investment style and personal goals. With over 57 years of experience, Bruce Chappell provides excellent service to ultra-high net worth individuals in the Jacksonville area. The team at Merrill Lynch works to develop a comprehensive strategy to help clients make the most of their financial resources, addressing issues such as future health care expenses, college savings, business sales, and wealth transfer. Using the Investment Personality Assessment, the team at Merrill can customize a financial approach based on the client's investing preferences and goals. They provide transparency on potential risks and opportunities, helping clients stay on track towards their financial objectives. Merrill Lynch advisors have received recognition from industry publications and Bank of America Corporation for their exemplary client service.
Joseph Trainor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph Trainor is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4651 Salisbury Road in Jacksonville, Florida, United States. Joseph holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Joseph's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Joseph is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their future.
Elicia Mundy - Financial Advisor, Ameriprise Financial Services, LLC
Elicia Mundy, a Financial Advisor at Ameriprise Financial Services, LLC located at 4601 Touchton Road, Jacksonville, Florida, United States, offers a wide range of financial services to individuals and small business owners. Elicia Mundy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Elicia Mundy's expertise and commitment to providing comprehensive financial planning services to her clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Elicia Mundy has the knowledge and experience to help you achieve your financial goals.
Linda Forte - Financial Advisor, Ameriprise Financial Services, LLC
Linda Forte is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Linda holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Linda's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for a diverse range of clients including retirees, small business owners, high net worth individuals, and veterans. Linda is committed to upholding the highest ethical standards and providing personalized financial advice to help clients achieve their financial goals.
Ted Ade - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ted Ade is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Ted holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ted is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products, Ted is committed to helping clients achieve their financial goals and secure their financial future. Contact Ted Ade today for personalized wealth management solutions tailored to your specific needs and objectives.
Charles Kalb - Financial Advisor, Ameriprise Financial Services, LLC
Charles Kalb - Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers a wide range of financial services. Charles Kalb holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles Kalb's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Charles Kalb can provide personalized financial advice tailored to your specific needs. With a commitment to ethical practices and ongoing education, Charles Kalb is dedicated to helping clients make informed financial decisions for a secure future.
Adam Klohr - Thrivent
Adam Klohr - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109 in Jacksonville, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY. Thrivent Financial is a Fortune 500 Company that aims to help Christians make wise financial decisions and live generously. The Regional Development Director at Thrivent focuses on identifying, training, and mentoring individuals who share the organization's core values. Licensing information can be found on the State Insurance Department's website. Thrivent offers financial planning and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Lisa Puttick - Ameriprise Financial Services, Inc.
Lisa Puttick - Ameriprise Financial Services, Inc. is a finance institution located at 13400 Sutton Park Drive South in Jacksonville, Florida, United States. The institution offers a range of certifications and designations for professionals in the financial industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics and provide professionals with the knowledge and skills needed to serve their clients effectively. Lisa Puttick - Ameriprise Financial Services, Inc. is committed to providing high-quality financial services to individuals and businesses in the Jacksonville area.
Thomas W Goodrich - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas W Goodrich is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 13400 Sutton Park Drive South in Jacksonville, Florida, United States. Thomas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas' expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Thomas is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Dr. Robert M. Levy, DMD
Dr. Robert M. Levy, DMD is a reputable dental institution located at 2080 Child Street in Jacksonville, Florida. Dr. Levy and his team provide top-notch dental care services to patients of all ages. With a focus on promoting oral health and wellness, the institution offers a wide range of services including routine cleanings, fillings, crowns, and cosmetic dentistry. Patients can expect personalized care in a comfortable and welcoming environment. Dr. Levy's commitment to excellence and dedication to patient satisfaction make him a trusted choice for all dental needs in the Jacksonville area.
Kymberli Mumford-Clarke
Kymberli Mumford-Clarke is a reputable dental practice located at 800 Dunn Avenue in Jacksonville, Florida. As a trusted dentist in the area, they offer a wide range of dental services to help patients achieve and maintain a healthy smile. With a focus on providing personalized care and utilizing the latest technology, Kymberli Mumford-Clarke is dedicated to improving the oral health of their patients. Whether you need a routine cleaning, a filling, or more complex dental work, you can trust the experienced team at this institution to provide top-notch care in a comfortable and welcoming environment.
Stepanchuk Tatyana I DDS
Stepanchuk Tatyana I DDS is a reputable dental institution located at 9000 Golfside Drive in Jacksonville, Florida. Dr. Stepanchuk and her team specialize in providing top-notch dental care to patients of all ages. With a focus on preventive and restorative dentistry, they offer a wide range of services including cleanings, fillings, crowns, and teeth whitening. The warm and welcoming atmosphere of the office, combined with the latest technology and techniques, ensures that patients receive the best possible care for their oral health needs. Whether you are due for a routine check-up or require more extensive treatment, Stepanchuk Tatyana I DDS is dedicated to helping you achieve a healthy and beautiful smile.
Modern Periodontics
Modern Periodontics is a leading dental institution located at 9432 Baymeadows Road in Jacksonville, Florida. Specializing in periodontal health, our team of skilled dentists and healthcare professionals provide cutting-edge treatments and personalized care to ensure optimal oral health for our patients. From preventative care to advanced periodontal surgeries, we offer a wide range of services to address all of your dental needs. Trust Modern Periodontics for expert care in a modern and welcoming environment.
Jack and Dot Taxes & Accounting
Jack and Dot Taxes & Accounting is a reputable institution located at 1016 Lasalle Street in Jacksonville, Florida. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting for individuals and businesses alike. With a commitment to accuracy and professionalism, we strive to help our clients navigate the complexities of tax laws and financial management. Trust Jack and Dot Taxes & Accounting to handle all of your accounting needs with expertise and care.
Villas Continental
Villas Continental offers a waterfront living experience in the Orange Park suburb of Jacksonville, FL. Located on the St. Johns River, these apartments combine traditional and modern elements with stucco exteriors, Spanish tile roofs, stainless steel appliances, and granite countertops. The peaceful neighborhood is close to amenities such as Winn Dixie, Orange Park Mall, and Jacksonville Naval Complex. With easy access to Loop 295, residents can easily explore the surrounding area. Residents can enjoy the benefits of Venterra Living, with professional on-site management and maintenance teams dedicated to providing a world-class living experience. The community offers SMARTHOME Technology, designated home office spaces, self-guided apartment tours, and covered reserved parking. Residents can also take advantage of AutoPay in SMARTHUB for a monthly rent discount.
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