TOP 30 Client centered financial advice in Dade City, Florida

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Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.

Baldy Boyd - State Farm Insurance Agent is a busy insurance and financial services office located at 37924 Pasco Avenue, Dade City, Florida, United States. The agency is dedicated to making a difference in the lives of others and bettering the community. With a team of highly motivated individuals, they work together to reach their goals and have fun while doing so. The agency offers tips for protecting vacant properties and driving on rural roads, as well as advice on promoting your business and building your brand. They prioritize the protection of sensitive personal information and provide resources for investors to carefully consider their options. State Farm Life Insurance Company and U.S. Bank National Association are affiliated with the agency, offering various insurance and financial products. The agency also provides information on pet insurance and advises clients to consult tax or legal advisors for personalized advice. If you are looking to work with an energetic and fun team, Baldy Boyd - State Farm Agent welcomes you to explore the opportunities they have to offer.