Client focused financial strategies in Lake Mary, FL
19 results found
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Fraga Financial Group
● OpenFraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Financial Legacy Advisors
● OpenFinancial Legacy Advisors is a leading finance institution located at 725 Primera Boulevard in Lake Mary, Florida, United States. Our team of expert financial advisors is dedicated to helping clients secure their financial future and leave a lasting legacy for generations to come. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the tools and knowledge they need to achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Financial Legacy Advisors is here to help you every step of the way.
725 Primera Blvd #110, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor James R Wright
● ClosedMerrill Lynch Financial Advisor James R Wright is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. James Wright, First Vice President and Financial Advisor, leads a Wealth Management team in Heathrow, FL, catering to affluent families. With 43 years of experience, he focuses on understanding each client's specific situations and goals to establish deep relationships and provide personalized advice. Clients can expect access to investment services tailored to their needs. James started his career with Merrill Lynch Wealth Management in 1973 and has since gained experience with Merrill and UBS. He is dedicated to helping clients align their financial lives with their personal circumstances. His mission is to understand each client's priorities and design personalized plans to help them achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, James offers comprehensive financial solutions and personalized investment strategies. He is registered to do business in multiple states. Investing involves risk, and past performance does not guarantee future results. Clients should consult legal and tax advisors before making financial decisions.
250 International Pkwy, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor Lisa D Batcho
● ClosedMerrill Lynch Financial Advisor Lisa D Batcho is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. The institution focuses on developing personalized financial strategies to help clients pursue their long-term goals. They believe in involving clients in the wealth management process by starting with an assessment to determine investment personalities and address individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to help clients document personalized plans centered on their goals. The institution understands that life and financial markets can change over time, and they aim to help clients stay on track to achieve what's most important to them. By getting to know clients personally, they can create financial approaches that reflect individual personalities and priorities. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lisa D Batcho is dedicated to helping clients reach their financial goals.
250 International Pkwy, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor Nicole Lynn Roberts
● ClosedMerrill 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.
250 International Pkwy, Lake Mary, FL 32746, United States -
Fellowship Financial
● OpenFellowship 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.
630 Wymore Rd #304, Maitland, FL 32751, United States -
Merrill Lynch Financial Advisor Brian C Musbach
● ClosedMerrill Lynch Financial Advisor Brian C Musbach, located at 250 International Parkway in Lake Mary, Florida, offers personalized financial planning services tailored to your individual needs and life priorities. With a focus on understanding your goals and aspirations, the institution collaborates with you to create a customized plan that reflects your unique situation. Drawing upon the expertise of Merrill and Bank of America, the team provides access to investment insights, trust services, and lending solutions to help you achieve your financial goals. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the institution ensures that your financial approach evolves with your changing life circumstances. With a commitment to building strong client relationships based on trust and personalized service, the experienced team at Merrill Lynch Wealth Management is dedicated to helping you navigate the complexities of your financial future. Partner with Merrill Lynch Financial Advisor Brian C Musbach to create a flexible and comprehensive wealth management strategy designed to help you pursue your goals and live your best financial life.
250 International Pkwy Suite 300, Lake Mary, FL 32746, United States -
Digital Risk Lake Mary
● OpenDigital Risk Lake Mary is a leading finance institution located in Lake Mary, Florida. Our team of experts specializes in managing and mitigating digital risks for our clients, offering unparalleled services to protect their financial assets and data. With a strong focus on cybersecurity and innovative technology solutions, we provide comprehensive risk assessment and management strategies to ensure the safety and security of our clients' digital assets. Visit us at 660 Century Point to learn more about how Digital Risk Lake Mary can help safeguard your financial future.
660 Century Point, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor Daniel Patrick Bokuniewicz
● ClosedMerrill Lynch Financial Advisor Daniel Patrick Bokuniewicz is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. They specialize in managing wealth by creating flexible strategies tailored to each client's financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, they offer personalized wealth management strategies to help clients pursue their goals. Their services include personalized financial planning, investment management, and guidance on topics such as retirement planning, education funding, and wealth transfer. They believe in building long-term relationships with clients, regularly reviewing goals and financial approaches to adapt to changes in life and the markets.
250 International Pkwy, Lake Mary, FL 32746, United States -
Joe Ferrer - Mutual of Omaha Advisor
● OpenJoe Ferrer - Mutual of Omaha Advisor is a dedicated insurance agency located at 1064 Greenwood Boulevard in Lake Mary, Florida, United States. Joe Ferrer is committed to providing clients with expert guidance and consistent service in developing, implementing, and maintaining comprehensive business and individual strategies. Specializing in helping clients establish solid financial plans and save money for college, Joe Ferrer is focused on ensuring that clients are well-prepared for their financial future. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Joe Ferrer works diligently to provide clients with the support and resources they need to achieve their financial goals. For more information, please visit the FINRA BrokerCheck website to learn more about Joe Ferrer's background and qualifications. Please note that insurance agents who are not securities licensed will not be listed on this site.
1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746, United States -
Wisdom Consulting, Inc.
● OpenWisdom Consulting, Inc. is a leading finance institution located at 1150 Greenwood Boulevard in Lake Mary, Florida, United States. With a strong focus on providing expert financial advice and solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Wisdom Consulting, Inc. is committed to providing personalized services tailored to your individual needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
1150 Greenwood Blvd, Lake Mary, FL 32746, United States -
Nordmann Wealth Management
● OpenNordmann Wealth Management is a prestigious finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, Nordmann Wealth Management is committed to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start building a comprehensive financial plan tailored to your needs.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, United States -
CapAcuity
● OpenCapAcuity is a finance institution located at 300 International Parkway in Lake Mary, Florida, United States. In the ever-changing executive benefit plan marketplace, CapAcuity offers innovative solutions and thought leadership to address the concerns of non-qualified plan sponsors. They focus on improving financial results for sponsors and enhancing retirement outcomes for participants. CapAcuity conducts thorough assessments of plan objectives, benchmarks against industry best practices, and implements improvements in collaboration with plan advisors and service providers. They provide ongoing proactive management and reporting to help sponsors make informed decisions.
300 International Pkwy #350, Lake Mary, FL 32746, United States -
Lanier & Company, P.A.
● OpenLanier & 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.
300 Colonial Center Pkwy #144, Lake Mary, FL 32746, United States -
Dias Wealth
● OpenDias Wealth is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. Specializing in wealth management, tax planning, estate planning, charitable giving, retirement income strategies, and asset protection, Dias Wealth offers personalized financial planning services tailored to each client's individual needs and goals. As fee-only advisors with fiduciary responsibility, the team at Dias Wealth prioritizes the best interests of their clients, providing transparent advice that is focused on preserving principal, maximizing income, and accumulating capital. Led by Carlos Dias Jr., a highly knowledgeable and experienced financial advisor, Dias Wealth is dedicated to helping clients make smart choices to build and protect their wealth. With a range of services including tax planning, estate planning, retirement income strategies, and asset protection, Dias Wealth is committed to helping clients achieve their financial goals and secure their financial future. Contact Dias Wealth today for a complimentary consultation and start your journey towards financial mastery.
250 International Pkwy Suite 134, Lake Mary, FL 32746, United States -
Virgo Consulting Group LLC
● OpenVirgo Consulting Group LLC is a premier consulting firm located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in providing expert advice and strategic solutions for businesses, our team of professionals is dedicated to helping our clients achieve their goals and maximize their potential. With a focus on innovation, efficiency, and superior service, Virgo Consulting Group LLC is committed to delivering top-notch consulting services tailored to meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive.
255 Primera Blvd #160, Lake Mary, FL 32746, United States -
Vivian Howard, EA
● OpenVivian 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.
720 Rodel Cove, Lake Mary, FL 32746, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
250 International Pkwy, Lake Mary, FL 32746, United States -
BNY Mellon | Pershing
● OpenBNY Mellon | Pershing is a leading finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution is known for its innovative approach to technology, with top tech leaders discussing topics such as AI, tech stacks, and changing technology trends. Managing Director Ben Harrison offers strategies to help RIAs elevate their firms, while Prime Services’ Lisa Lewin discusses the positive momentum of including women in senior roles. Chief Product Officer Sareena Dalla Brookshire sets ambitious priorities for 2024, and the institution's Tax Guide is a valuable resource for investors and tax professionals. BNY Mellon | Pershing focuses on delivering more than just insurance and investment products, targeting higher net-worth clients and changing the perception of traditional advisor relationships. The institution also provides resources on business continuity, financial statements, money market funds, and cookie notices.
300 Colonial Center Pkwy, Lake Mary, FL 32746, United States
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