Certified financial consultant in Lake City, Florida

IML Consulting LLC, Gigi Ulysse Notary Services is a finance institution located in Lake Worth Beach, Florida, United States. Our team of experts provides a range of financial consulting services to help individuals and businesses achieve their financial goals. Additionally, Gigi Ulysse offers notary services to assist with legal documentation and transactions. With a commitment to excellence and personalized service, IML Consulting LLC, Gigi Ulysse Notary Services is your trusted partner in financial success.

MAS Global Consulting is a leading institution located at 3450 East Lake Road South, Palm Harbor, Florida, United States. Specializing in Cloud, Data & AI services at scale, we offer a personalized touch to all our projects. Our unique Nearshore Model allows you to expand your project scope for less, with all team members working in your time zone. By combining Nearshore and North American-based teams, you gain access to the advantages of both approaches. With a presence around the world, we have a broad pool of talent to choose from. Our Nearshore Model enables you to expand your project scope without breaking the budget, while combining onsite talent with nearshore resources for the best of both worlds. Testimonials from satisfied clients praise our trustworthy, dependable, and highly qualified team members, as well as our proven ability to execute strategic projects.

Pm Paul D.J. Morgis, Certified Financial Planner, located at 200 Lake Morton Drive in Lakeland, Florida, offers a range of financial services including insurances, investments, benefits, estate preservation, and financial planning. As a CFP® professional with additional certifications in Ch FC and MBA, Pm Paul D.J. Morgis is dedicated to managing financial success for clients. Please note that while the institution provides information as a courtesy, they are not responsible for the accuracy or completeness of information on linked websites. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Clients are advised to check the background of this investment professional before proceeding.

Collaborative Wealth of Lake Nona is a finance and insurance agency located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Our dedicated Wealth Advisor, Brenton, specializes in creating comprehensive financial strategies and wealth preservation for individuals, including physicians, government employees, and small businesses. With a focus on guiding clients through the phases of wealth accumulation, consolidation, and distribution, Brenton brings a wealth of experience to our team. Prior to joining Collaborative Wealth, Brenton served as a financial advisor with Securian Financial Services and as a member of the U.S. Marine Corps, where he was deployed to Afghanistan and Iraq in support of Operation Enduring and Iraqi Freedom. His military service was recognized with several prestigious medals and ribbons. Brenton holds a Bachelor of Science in Business Administration in Finance from the University of Central Florida. At Collaborative Wealth of Lake Nona, we offer a range of services including investment advisory, risk management, charitable trusts and estate planning, insurance, and group benefits. Our team is committed to providing personalized financial solutions to help our clients achieve their goals. We are registered with the SEC as an Investment Advisor, and Brenton is a CERTIFIED FINANCIAL PLANNER™ with licenses in Series 66, Life, Health, and Variable Annuity. Contact us today to learn more about how we can help you secure your financial future.

CPA Business Accounting & Consulting LLC is a leading accounting and finance institution located at 7300 Sand Lake Commons Boulevard in Orlando, Florida, United States. Our team of certified public accountants offers a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and succeed in their business endeavors. Contact us today to learn more about how we can assist you with your accounting and financial needs.

Sage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.

Kohl & Company, Certified Public Accountants is a reputable accounting firm located at 29 State Road 60 in Lake Wales, Florida, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and integrity, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Trust Kohl & Company for all your accounting needs.

Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.

HBK CPAs & Consultants is a reputable accounting and finance institution located in Fort Myers, Florida. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and expert advice. Visit us at 8010 Summerlin Lakes Drive to learn more about how we can assist you with your accounting and finance needs.

Financial Advisor Mo is a reputable finance institution located at 6187 Northwest 167th Street in Miami Lakes, Florida. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment advice to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Financial Advisor Mo is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Scott E Perry is a finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott E Perry can help create a personalized wealth management strategy tailored to your needs. Scott Perry follows the Merrill tradition of community involvement and volunteering in the local area. By using the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Through conversations and deep understanding of your financial aspirations, Scott Perry can help you pursue your financial objectives and make informed investment decisions. The institution provides tools to help you track changes in your life and financial goals, ensuring your financial approach is always up to date. The ultimate goal is to help you achieve your financial goals and secure your financial future. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to putting your needs first. The institution offers a range of financial services and resources to help you navigate the complexities of your financial life. Scott Perry is registered to do business in multiple states and holds the Certified Financial Planner certification. Keep in mind that investing involves risks and it's important to consult with legal and tax advisors before making any financial decisions.

Florida Global Consultants is a leading institution located at 7900 Oak Lane in Miami Lakes, Florida, United States. Specializing in accounting and finance, we offer expert business taxation and consultancy services to help you save money, reduce stress, and focus on your business priorities. With over 15 years of combined experience in taxation, accounting, and finance, our team will ensure you understand all available options to keep more of your hard-earned money. Trust us to navigate your corporate tax returns with professionalism and attention to detail. Additionally, as certified immigration consultants, we can assist you with any immigration issues you may be facing. Led by two hard-working women, our team is dedicated to providing top-notch service and expertise to all our clients. Book an appointment today and experience the difference with Florida Global Consultants.

Christopher Nast - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1619 West Gulf to Lake Highway in Lecanto, Florida, United States. The institution offers a range of certifications and designations for financial professionals, 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 cover a variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals and small business owners, with a focus on ethical practices and comprehensive knowledge in the field of wealth management.

Edward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP® is a reputable financial institution located at 2619 East Gulf to Lake Highway in Inverness, Florida, United States. Specializing in finance, this institution offers personalized financial planning services to help individuals and families achieve their financial goals. With Ron Francis III, a Chartered Financial Consultant (ChFC®) and Wealth Management Certified Professional (WMCP®) at the helm, clients can expect expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones is committed to providing top-notch service and support to help you succeed.

Edward Jones - Financial Advisor: Lana Light, CFP®|CRPC™ is a reputable financial institution located in Orlando, Florida. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Lana Light provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lana Light offers expert advice on investments, retirement planning, estate planning, and more. Visit the office at 7569 West Sand Lake Road to start planning for a secure financial future.

Steven R Adelson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1525 International Parkway, Lake Mary, Florida, United States. He holds multiple 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 his expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for various individuals and businesses. As a trusted advisor, Steven R Adelson provides comprehensive financial solutions tailored to meet the unique needs of his clients.

Michael W Kane is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 International Parkway in Lake Mary, 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®, 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Michael W Kane is dedicated to providing comprehensive financial advice and services to his clients, including individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Kevin MacLean, AAMS™ is a reputable finance institution located at 45 West Crystal Lake Street in Orlando, Florida, United States. Kevin MacLean, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial plans, Edward Jones - Financial Advisor: Kevin MacLean, AAMS™ is committed to providing top-notch financial advice and guidance to individuals and families in the Orlando area.

Beth Lappin - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6900 Tavistock Lakes Boulevard, Orlando, Florida, United States, is a finance institution that offers a wide range of services to meet the needs of individuals seeking asset management, investment planning, retirement strategies, and estate planning. The team at Beth Lappin is comprised of professionals with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (CAP®), CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 areas of financial planning, investment management, and estate planning. Beth Lappin is dedicated to providing clients with the highest level of service and expertise to help them achieve their financial goals.

Zeina Robinson is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Zeina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Zeina's expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Zeina also specializes in working with domestic partners and individuals with special needs. As a Chartered Financial Consultant and Certified Kingdom Advisor, Zeina is committed to providing biblically wise financial advice and comprehensive financial planning services. With a focus on client education and support, Zeina Robinson is dedicated to helping clients achieve their financial goals and secure their financial future.

Scott Van Overmeer is a financial advisor at Ameriprise Financial Services, LLC located at 6900 Tavistock Lakes Boulevard in Orlando, Florida. He 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®. Scott Van Overmeer specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the field of finance.

Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1525 International Parkway, Lake Mary, Florida, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. These certifications include 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®. Advisors at Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing comprehensive financial planning and investment management services to individuals and businesses.

Edward Jones - Financial Advisor: George Stefanou, CFP®|CEPA®|AAMS™|CRPC™|CRPS™ is a trusted financial institution located at 45 West Crystal Lake Street in Orlando, Florida, United States. With a team of experienced professionals led by George Stefanou, who holds multiple prestigious certifications including CFP®, CEPA®, AAMS™, CRPC™, and CRPS™, the institution offers comprehensive financial planning and investment services to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Visit us today to start planning for a secure financial future.

Robert Potter - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Robert Potter holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as portfolio management, financial planning for domestic partners, estate planning, and retirement planning for high net worth clients. With a focus on ethical practices and a commitment to continuing education, Robert Potter provides comprehensive financial advice to individuals and small business owners.

Merrill Lynch Financial Advisor Glenn S Rodriguez, located at 250 International Parkway, Lake Mary, Florida, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. The team believes in a personalized approach, starting with understanding each client's unique investment personality and individual goals. By developing a customized financial strategy, they aim to help clients manage, grow, and preserve their wealth while considering future aspirations such as healthcare expenses, education costs, business transactions, and generational wealth transfer. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Glenn S Rodriguez works closely with clients to create a plan tailored to their specific needs. Through the Investment Personality Assessment and ongoing conversations, they strive to stay informed about changes in clients' lives and financial markets, adjusting the approach as needed to help clients achieve their goals.

d military families in financial planning. CFMA® professionals have completed coursework on unique financial challenges faced by military families, such as retirement and benefits planning, survivor benefits, and deployment financial planning. The Chartered Mutual Fund CounselorSM program is a designation for financial professionals who have completed a course of study encompassing mutual funds, including modern portfolio theory, asset allocation and performance measurement. The Certified Plan Fiduciary Advisor (CPFA) credential is granted by the National Association of Plan Advisors (NAPA). Holders of the CPFA designation have completed a comprehensive program that focuses on the best practices for retirement plan fiduciaries. The Chartered Retirement Planning CounselorSM certification is offered by the College for Financial Planning to individuals who complete a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process.

Scott Brad Conti is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Scott Brad Conti 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Scott Brad Conti's expertise in various areas of finance, including asset management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Scott Brad Conti can provide you with comprehensive financial advice tailored to your specific needs. Contact Scott Brad Conti at Ameriprise Financial Services, LLC for professional and personalized financial guidance.

Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™ is a reputable financial institution located at 20 South Scenic Highway in Lake Wales, Florida, United States. Specializing in financial planning and investment management, Michele E Ouellette, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Heather R Harshman, CFP® is a reputable financial institution located at 135 Tower Street in Lake Placid, Florida, United States. As a Certified Financial Planner®, Heather R Harshman is dedicated to providing personalized financial advice and investment strategies to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional service, Edward Jones is a trusted partner for individuals and families seeking expert guidance in managing their finances. Whether you are planning for retirement, saving for education, or investing for the future, Heather R Harshman and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3820 Colonial Boulevard, Lake Mary, Florida, United States. Seth Bassoff 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 Seth Bassoff's expertise in various areas of financial planning and investment management, ensuring high-quality service for clients. The institution provides comprehensive financial planning services tailored to individual needs and goals, with a focus on ethical practices and real-world application of investment concepts.