Client focused financial strategies in Florida
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Miedema Kenneth
● OpenMiedema Kenneth is a finance institution located at 1301 Riverplace Boulevard in Jacksonville, Florida, United States. With a focus on providing comprehensive financial services, Miedema Kenneth offers expertise in investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Miedema Kenneth is committed to providing you with the guidance and support you need to secure a prosperous financial future.
1301 Riverplace Blvd, Jacksonville, FL 32207, United States -
Lyon Investment Services
● OpenLyon Investment Services is a leading financial institution located at 1450 Flagler Avenue in Jacksonville, Florida, United States. Our team of expert advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on transparency, integrity, and exceptional customer service, Lyon Investment Services is committed to providing top-notch financial solutions to individuals and businesses alike. Contact us today to see how we can help you secure your financial future.
1450 Flagler Ave Unit 32, Jacksonville, FL 32207, United States -
Linda H. MacLeod, AAMS™ - Raymond James
● OpenLinda H. MacLeod, AAMS™ - Raymond James is a finance institution located at 1416 Park Avenue in Fernandina Beach, Florida, United States. With a focus on providing personalized financial services, Linda H. MacLeod, AAMS™ - Raymond James offers expertise in investment management, retirement planning, and wealth management. Their team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future.
1416 Park Ave STE 202, Fernandina Beach, FL 32034, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 50 North Laura Street in Jacksonville, Florida, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With experienced advisors who provide personalized financial strategies, the institution goes beyond wealth planning to offer retirement income planning, guidance on investments, and access to estate planning services. The branch is dedicated to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates. As a Merrill client, you have access to industry-skilled advisors, investment insights, and a disciplined wealth planning platform. The institution has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their unique financial goals. With a focus on client relationships and business growth, Merrill Lynch Wealth Management provides individually customized investment approaches and wealth management advice, products, and services.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Krier Wealth Management
● OpenKrier Wealth Management is a leading financial institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and transparency, we provide a range of services including investment planning, retirement planning, estate planning, and more. Visit us at 3840 Belfort Road to learn how we can help you secure your financial future.
3840 Belfort Rd STE 201, Jacksonville, FL 32216, United States -
River City Wealth Management
● OpenRiver City Wealth Management is a premier financial institution located at 10175 Fortune Parkway in Jacksonville, Florida, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, River City Wealth Management offers personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on client satisfaction, we strive to provide top-notch financial services and guidance. Visit us today to start on the path to financial success.
10175 Fortune Pkwy UNIT 603, Jacksonville, FL 32256, United States -
Sawgrass Wealth Management Group
● ClosedSawgrass Wealth Management Group is a leading finance and insurance agency located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and excellence, we provide comprehensive financial planning, investment management, and insurance solutions to individuals and families. Visit us at 7077 Bonneval Road to learn how Sawgrass Wealth Management Group can help secure your financial future.
7077 Bonneval Rd #390, Jacksonville, FL 32216, United States -
Timucuan Asset Management
● OpenTimucuan Asset Management is a finance institution located at 200 West Forsyth Street in Jacksonville, Florida, United States. With a focus on providing expert financial management services, Timucuan Asset Management is dedicated to helping clients achieve their investment goals. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique financial needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Timucuan Asset Management is committed to providing top-notch financial guidance and support.
200 W Forsyth St #1600, Jacksonville, FL 32202, United States -
D2 Capital Management
● OpenD2 Capital Management is a Fee-Only & Full Fiduciary Registered Investment Advisor located at 1301 Riverplace Boulevard in Jacksonville, Florida, United States. Our team of experienced investment advisors prioritizes the client's interests, providing unbiased recommendations and impartial guidance. We offer managed portfolios invested in individual stocks, fixed income securities, ETFs, and mutual funds on a discretionary basis. Our D2 Stock Strategy focuses on value-oriented investments in U.S. common stocks, seeking growth of capital through stock appreciation and dividend income. We believe in a patient approach to investing, focusing on a company's future expected profits rather than short-term market fluctuations.
1301 Riverplace Blvd Ste 800, Jacksonville, FL 32207, United States -
American Youngblood Corporation, Wealth Management - Tammy Youngblood
● OpenAmerican Youngblood Corporation, Wealth Management - Tammy Youngblood is a prestigious financial institution located at 4494 Southside Boulevard in Jacksonville, Florida. Led by the experienced and knowledgeable Tammy Youngblood, the institution specializes in providing top-notch wealth management services to clients. With a focus on helping individuals and families achieve their financial goals, American Youngblood Corporation offers personalized investment strategies, retirement planning, and asset management. Trustworthy and reliable, the institution is dedicated to ensuring the financial success and security of its clients. Visit them today to start building a solid financial future.
4494 Southside Blvd Suite 201, Jacksonville, FL 32216, United States -
Kevin Driscoll CFP / The Driscoll Group Inc.
● ClosedKevin Driscoll CFP / The Driscoll Group Inc. is a leading financial institution located in Jacksonville, Florida. With a focus on providing comprehensive financial planning services, Kevin Driscoll and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, the experienced professionals at The Driscoll Group Inc. can provide personalized guidance and strategies to help you succeed. Visit their office at 8825 Perimeter Park Boulevard to learn more about how they can assist you in managing your finances and securing your financial future.
8825 Perimeter Park Blvd Ste 604, Jacksonville, FL 32216, United States -
Scott Goodkind - Morgan Stanley
● OpenScott Goodkind - Morgan Stanley is a leading financial institution located at 201 East Pine Street in Orlando, Florida, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team at Scott Goodkind - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Scott Goodkind - Morgan Stanley is here to help you every step of the way.
201 E Pine St 11th Fl, Orlando, FL 32801, United States -
Delta Advisory Group, Inc
● OpenDelta Advisory Group, Inc is a finance institution located at 696 North Maitland Avenue in Maitland, Florida, United States. Our team of experienced financial advisors provides personalized wealth management solutions to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to empower our clients to make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Delta Advisory Group, Inc is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.
696 N Maitland Ave, Maitland, FL 32751, United States -
Olarte Wealth Management Group, Inc.
● OpenOlarte Wealth Management Group, Inc. is a leading finance and insurance agency located in Orlando, Florida, United States. Our dedicated team of financial experts is committed to helping clients achieve their wealth management goals through personalized strategies and comprehensive financial planning. With a focus on integrity and excellence, we provide a wide range of services including investment management, retirement planning, estate planning, and insurance solutions. Trust Olarte Wealth Management Group, Inc. to guide you towards a secure financial future.
Orlando, FL 32801, United States -
Fortiv
● OpenFortiv is a financial institution located in Orlando, Florida, dedicated to putting the needs and desires of their clients first. Founded by Antonio ‘Tony’ Moreno Sr., the firm prides itself on values of respect, integrity, honesty, and communication. The team at Fortiv is committed to providing a holistic financial planning experience, ensuring that every client is heard, understood, and supported. With a focus on compassion and listening, Fortiv aims to create personalized strategies that prioritize the security and success of each individual's financial future. The team at Fortiv is made up of experts in their field, dedicated to providing top-quality services to their clients. Securities are offered through IFP Securities, LLC, and investment advice is offered through IFP Advisors, LLC. Registration with regulatory agencies does not imply government endorsement, but rather serves as a guarantee of the firm's commitment to excellence and integrity. Fortiv is dedicated to creating ongoing client relationships, regularly checking in on clients and making adjustments as needed. With Fortiv by your side, you can rest assured that your financial future is in good hands.
800 N Magnolia Ave #1825, Orlando, FL 32803, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a prestigious finance institution located at 300 Garfield Avenue in Winter Park, Florida, United States. With a focus on personalized financial planning and investment strategies, Baird provides high-net-worth individuals and families with comprehensive wealth management services. Their team of experienced financial advisors offers expert guidance tailored to each client's unique goals and objectives. Trust Baird Private Wealth Management to help you achieve your financial aspirations with confidence and peace of mind.
300 Garfield Ave #100, Winter Park, FL 32789, United States -
Garrett M. Jones
● OpenGarrett M. Jones, located at 271 West Canton Avenue in Winter Park, Florida, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated service. We empower decision-making with expert guidance, offering seamless financial management for families and individuals, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies are aligned with your financial objectives, giving you access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we offer holistic and relevant advice, connecting you to our broader resources to create a comprehensive financial plan designed to grow with you on your wealth journey. Our services cater to various trusts, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.
271 W Canton Ave Suite 100, Winter Park, FL 32789, United States -
The Jones Connolly Pollock Group
● OpenThe Jones Connolly Pollock Group is a financial institution located at 271 West Canton Avenue in Winter Park, Florida, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions at every stage of wealth. We offer expert guidance to empower your decision making, seamless financial management for your family's future, and a full suite of financial solutions through our network. Our goal is to ensure stability for today and your family's future, while helping you invest intelligently in your community. We offer bespoke investment strategies aligned with your financial objectives, giving you access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources for objective, holistic advice. Our comprehensive services cater to individuals and institutions, offering solutions for trusts and fiduciary oversight.
271 W Canton Ave Suite 100, Winter Park, FL 32789, United States -
Mylene Serrano-Kalinich - Regions Wealth Advisor
● OpenMylene Serrano-Kalinich is a Wealth Advisor at Regions Private Wealth Management in Winter Park, Florida. She offers personalized financial expertise to affluent individuals, designing customized financial strategies tailored to their specific needs and goals. With a focus on the complete financial picture, Mylene works with a team of professionals to help clients maximize the return on their portfolios. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational and general marketing purposes only, and Regions does not provide impartial investment advice or act in a fiduciary capacity. The appointment scheduler is provided by Engageware Modal, and any information provided will not update Regions' customer records. For more information or to schedule an appointment, please contact Mylene Serrano-Kalinich at Regions Wealth Advisor in Winter Park.
1245 W Fairbanks Ave, Winter Park, FL 32789, United States -
Brian Settle - TD Wealth Relationship Manager
● OpenBrian Settle - TD Wealth Relationship Manager is a financial institution located at 810 North Orlando Avenue in Winter Park, Florida, United States. As a Relationship Manager at TD Wealth, Brian Settle provides personalized financial solutions and advice to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Brian Settle offers expertise in wealth management, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Brian Settle is dedicated to helping you succeed.
810 N Orlando Ave, Winter Park, FL 32789, United States -
Coatoam Wealth Management Group
● OpenCoatoam Wealth Management Group is a leading financial institution located at 700 West Morse Boulevard in Winter Park, Florida, United States. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals and secure their future. From investment management to retirement planning, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust Coatoam Wealth Management Group to guide you towards financial success and peace of mind.
700 W Morse Blvd Suite 101, Winter Park, FL 32789, United States -
Marcola Bennett - TIAA Wealth Management Advisor
● OpenMarcola Bennett - TIAA Wealth Management Advisor is a finance institution located at 12001 Research Parkway in Orlando, Florida, United States. As a trusted advisor in wealth management, Marcola Bennett provides personalized financial planning services to help clients achieve their financial goals. With a focus on creating long-term strategies tailored to each individual's needs, Marcola Bennett is dedicated to helping clients build and protect their wealth for the future.
12001 Research Pkwy Office #236, Orlando, FL 32826, United States -
Credit Points 720 | Corporate Office
● OpenCredit Points 720 | Corporate Office is a finance institution located at 6731 Narcoossee Road, Orlando, Florida, United States. With over 10 years of experience in credit repair, CreditPoints720 has helped thousands of families in the United States and Puerto Rico achieve their financial goals. Their team of credit specialists can help correct errors in credit reports, as approximately 80% of credit reports contain incorrect information that may be lowering credit scores. By working with creditors and credit bureaus, CreditPoints720 can find legitimate reasons to remove incorrect, unfair, or questionable items from their clients' credit reports. They follow the Credit Repair Organizations Act (CROA) and can only remove items that appear to be inaccurate, outdated, or unverifiable.
6731 Narcoossee Rd #1110, Orlando, FL 32822, United States -
Antonetti Capital Management LLC
● OpenAntonetti Capital Management LLC is a finance institution located at 721 1st Avenue North in St. Petersburg, Florida, United States. Since 1995, we have been providing superior investment advice and management services to clients. Our team, led by Pat Antonetti, works closely with each client to develop personalized investment strategies that align with their financial goals and risk tolerance. As fee-only investment advisors, we prioritize professional advice and friendly service. We offer quarterly performance comparisons to help clients make informed decisions about their investments. Our investment philosophy focuses on clear and concise strategies, avoiding complex financial products that may be costly and less effective.
721 1st Ave N #103, St. Petersburg, FL 33701, United States -
Thom Caruso - Morgan Stanley
● OpenThom Caruso - Morgan Stanley is a finance institution located at 4890 West Kennedy Boulevard in Tampa, Florida, United States. Specializing in wealth management, investment strategies, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Thom Caruso - Morgan Stanley is committed to providing expert guidance and support to individuals, families, and businesses in the Tampa area and beyond. Contact us today to learn more about how we can help you secure your financial future.
4890 W Kennedy Blvd Ste 700, Tampa, FL 33609, United States -
Neil Effer - Northwestern Mutual
● OpenNeil Effer - Northwestern Mutual is a finance institution located at 1511 North Westshore Boulevard in Tampa, Florida. As part of the Northwestern Mutual network, they provide a range of financial services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, Neil Effer and his team work closely with clients to create tailored solutions for their unique needs. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Neil Effer - Northwestern Mutual is dedicated to helping you secure a sound financial future.
1511 N Westshore Blvd STE 500, Tampa, FL 33607, United States -
Curtis H. Parry Jr.
● OpenCurtis H. Parry Jr. is a reputable finance institution located at 1511 North Westshore Boulevard in Tampa, Florida, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Curtis H. Parry Jr. is known for its expertise in investment strategies, financial planning, and wealth management. The institution is staffed with experienced professionals who are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with retirement planning, investment management, or estate planning, Curtis H. Parry Jr. is committed to providing personalized and comprehensive financial solutions to meet your needs.
1511 N Westshore Blvd STE 500, Tampa, FL 33607, United States -
Stronghold Wealth Management
● OpenStronghold Wealth Management is a leading finance institution located in the heart of Tampa, Florida. Our expert team of financial advisors is dedicated to helping our clients achieve their financial goals and build a strong financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Stronghold Wealth Management is here to help you every step of the way. Visit us at 1005 West Cleveland Street to learn more about how we can help you secure your financial future.
1005 W Cleveland St, Tampa, FL 33606, United States -
Bria Capital Group
● OpenBria Capital Group is a leading finance institution located at 3630 West Kennedy Boulevard in Tampa, Florida, United States. Our team of experienced professionals offers a wide range of financial services including investment management, wealth planning, and retirement solutions. With a focus on personalized service and tailored strategies, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Bria Capital Group can help you reach your financial objectives.
3630 W Kennedy Blvd, Tampa, FL 33629, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 101 East Kennedy Boulevard in Tampa, Florida, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a focus on long-term financial goals, the experienced advisors at Merrill Lynch provide tailored strategies for retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their personal and professional goals. Through volunteerism and charitable outreach, Merrill Lynch actively supports the communities in which they operate. The institution provides access to industry-skilled advisors, investing insights, wealth planning resources, and technology to help clients pursue their financial and life goals.
101 E Kennedy Blvd, Tampa, FL 33602, United States
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