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TOP 30 Client focused financial strategies in The Villages, FL
26 results found
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Senior Financial Security Inc
Senior Financial Security Inc is a finance institution located at 8564 East County Road 466 in The Villages, Florida. Our mission is to provide comprehensive financial security solutions tailored specifically for seniors. Our team of experienced professionals is dedicated to helping seniors navigate the complexities of retirement planning, investment management, and estate planning. With a focus on personalized service and integrity, we strive to empower our clients to make informed financial decisions that will protect and secure their assets for the future. Trust Senior Financial Security Inc to safeguard your financial future.
Arleatha Henderson - Prudential Financial
Arleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
Merrill Lynch Financial Advisor Lesli Luther
Merrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Lesli Luther specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By combining the investment insights of Merrill and the banking solutions of Bank of America, clients can have access to a comprehensive approach to wealth management. Lesli Luther is committed to serving the community through volunteering and believes in building long-term relationships with clients by understanding their evolving needs and priorities. With a focus on personalized financial planning, Lesli Luther helps clients navigate important life decisions such as retirement planning, education funding, and legacy planning. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help achieve their financial objectives. Lesli Luther is dedicated to helping clients stay on track towards their goals by regularly reviewing and adjusting their financial approach. With a mission to understand each client's unique situation, Lesli Luther offers a personalized approach to wealth management that aligns with individual aspirations and risk tolerance. As a registered advisor in multiple states, Lesli Luther is equipped to provide expert guidance on investment strategies and financial planning. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.
Parady Financial
Parady Financial is a well-respected retirement services firm located at 3602 Kiessel Road in The Villages, Florida. Led by Greg Parady, a renowned income and annuity professional, the institution has been helping clients protect and maximize their assets since 2001. With over 27 years of experience and a career sales record exceeding $1 billion in annuities, the team at Parady Financial is dedicated to providing personalized retirement strategies for conservative-minded adults. Greg Parady is known for his expertise in income planning and his commitment to building strong relationships with clients. The institution prides itself on empowering individuals to make informed financial decisions based on their unique needs. Through continuous education and specialized knowledge, the staff at Parady Financial is able to leverage retirement assets to ensure a secure and tax-efficient retirement for their clients.
Merrill Lynch Financial Advisor Michael E Rose
Merrill Lynch Financial Advisor Michael E Rose, located at 1100 Canal Street in The Villages, Florida, is a finance institution dedicated to helping clients plan for the retirement they've always envisioned. Supported by the global resources of Merrill, the team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch will work with you to understand your unique priorities and full financial picture, offering options for managing your 401(k) or other plan-sponsored accounts. They can help you rollover to an IRA, convert to a Roth IRA, rollover a 401(k) from a prior employer, take a distribution, or leave the account where it is, all while considering different investment options, services, fees, and tax implications.
Edward Jones - Financial Advisor: Michael A Johnson
Edward Jones - Financial Advisor: Michael A Johnson is a trusted financial institution located at 2202 Everglades Lane in The Villages, Florida, United States. Michael A Johnson is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Michael A Johnson can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael A Johnson is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: David A Merrick, AAMS™
Edward Jones - Financial Advisor: David A Merrick, AAMS™ is a reputable finance institution located at 715 Kristine Way in The Villages, Florida, United States. David A Merrick is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ designation. With a focus on personalized financial planning and investment strategies, Edward Jones provides top-notch services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, David A Merrick and his team are dedicated to providing expert guidance and support every step of the way. Trust Edward Jones to help you secure your financial future.
David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
David DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, 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®, Chartered Financial Analyst®, 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®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.
Edward Jones - Financial Advisor: Niccole M Palacios
Edward Jones - Financial Advisor: Niccole M Palacios is a trusted financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in providing personalized financial advice and services, Niccole M Palacios is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships, this institution offers a wide range of financial solutions tailored to meet the individual needs of each client. Whether you are planning for retirement, investing for the future, or simply looking to grow your wealth, Niccole M Palacios and her team are here to guide you every step of the way. Trust in Edward Jones - Financial Advisor: Niccole M Palacios for expert financial advice and a commitment to your financial success.
Merrill Lynch Financial Advisor Clay C Palmer
Merrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.
Merrill Lynch Financial Advisor Anthony Gould
Merrill Lynch Financial Advisor Anthony Gould is located at 1100 Canal Street in The Villages, Florida, United States. The institution is a finance type, offering personalized financial strategies and wealth management services for affluent families, individuals, and successful business owners. With over two decades of experience in Central Florida, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams", Merrill Lynch advisors are committed to setting the standard for exemplary client service. With access to the global resources of Merrill, the team is comprised of talented and experienced individuals who work together seamlessly to deliver appropriate solutions that address all aspects of their clients' financial lives. By embodying core values such as integrity, knowledge, respect, and teamwork, Merrill Lynch advisors strive to provide the highest level of service and support to help clients achieve their financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, advisors tailor financial strategies to reflect each client's unique needs, priorities, and goals. The team works with clients to develop a customized financial approach designed to help manage, grow, and preserve wealth for the long-term. With a focus on personalized advice and professional management, Merrill Lynch advisors help clients stay on track towards pursuing their objectives. By building a dedicated one-on-one relationship with clients, Merrill Lynch Wealth Management Advisors are committed to providing comprehensive financial solutions to help navigate the financial and economic landscapes. Whether it's planning for retirement, managing future health care expenses, or passing wealth to future generations, Merrill Lynch advisors are dedicated to helping clients pursue their goals and live their best financial life.
Merrill Lynch Financial Advisor Robert A Luther
Merrill Lynch Financial Advisor Robert A Luther is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth starts with a comprehensive understanding of your financial situation. By focusing on what matters most to you, Robert A Luther can help create a flexible strategy that adapts to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial goals.
Merrill Lynch Financial Advisor Patrick Kavanaugh
Merrill Lynch Financial Advisor Patrick Kavanaugh is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Specializing in personalized wealth management strategies, Patrick Kavanaugh helps clients create flexible financial plans tailored to their individual goals and priorities. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients have access to a comprehensive approach to managing their wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Patrick Kavanaugh works to understand each client's unique financial situation and preferences, helping them pursue their long-term goals. With a focus on building lasting relationships and staying informed about changes in clients' lives, Patrick Kavanaugh aims to provide ongoing support and guidance to help clients achieve financial success. As a registered advisor in multiple states and holding certifications as an Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™, Patrick Kavanaugh is dedicated to helping clients navigate the complexities of investing and financial planning.
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira 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®, 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 Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Rapson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Matthew holds various 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®. Matthew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and retirement planning, Matthew is committed to helping clients achieve their financial goals. Contact Matthew Rapson at Ameriprise Financial Services, LLC for expert financial advice and personalized financial planning solutions.
Sawgrass Asset Management, LLC
Sawgrass Asset Management, LLC is a finance institution located at 5000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. They specialize in providing wealth management services, investment advice, and financial planning solutions to individuals and businesses. With a team of experienced professionals, Sawgrass Asset Management, LLC aims to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sawgrass Asset Management, LLC offers personalized services tailored to meet your specific needs.
AllnOne Tax and Business Services
AllnOne Tax and Business Services, located at 4227 Village Court in Marianna, Florida, is your go-to destination for all your accounting and finance needs. We understand that tax season can be overwhelming, which is why we are here to simplify the process and maximize your returns. Our team of certified professionals is dedicated to ensuring you get the most out of your tax filing experience. From basic tax returns to complex filings, we have you covered with our comprehensive range of services. Our experts stay up-to-date on the latest tax regulations to ensure accuracy and optimization in your returns.
Mission Advisory Group of Raymond James
The Mission Advisory Group of Raymond James is a financial institution located at 2631 West Torch Lake Drive in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their goals. With a focus on integrity and excellence, we strive to offer comprehensive and tailored solutions to meet the unique needs of each individual or family we serve. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, the Mission Advisory Group is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Meridian Wealth Management, LLC
Meridian Wealth Management, LLC is a premier financial institution located in The Villages, Florida. With a focus on providing top-notch wealth management services, our experienced team 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 assets, our team of experts is here to provide personalized solutions tailored to your unique needs. Visit us at 2462 Burnsed Boulevard to learn more about how Meridian Wealth Management can help you achieve financial success.
Paul D Zirakian - Raymond James
Paul D Zirakian - Raymond James is a finance institution located at 2631 West Torch Lake Drive in The Villages, Florida, United States. They offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a focus on personalized service and attention to detail, Paul D Zirakian - Raymond James is committed to providing top-notch financial advice and investment strategies to their clients. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, the experienced team at Paul D Zirakian - Raymond James is here to help you every step of the way.
Susan Saunders - Raymond James
Susan Saunders - Raymond James is a finance institution located at 13000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. With a focus on personalized financial services, Susan Saunders and her team at Raymond James provide expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Susan Saunders - Raymond James is dedicated to providing top-notch service and support.
TADA Wealth Advisors, Inc.
TADA Wealth Advisors, Inc. is a leading finance institution located at 1126 Bichara Boulevard in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and transparency, TADA Wealth Advisors, Inc. is committed to providing top-notch financial guidance and support to individuals and families looking to secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
CPS Investment Advisors
CPS Investment Advisors is a wealth management institution located at 11962 County Road 101 in The Villages, Florida, United States. The institution offers the CPAlliance® program, a Turnkey Asset Management Program (TAMP) specifically designed by CPAs for CPAs. As a network of elite CPA Financial Planners who are registered investment advisors, CPS Investment Advisors is uniquely qualified to help clients achieve and protect financial independence. The CPAlliance® program provides asset management, performance reporting, trade reconciliation, and billing services, allowing CPAs to focus on their client's goals while CPS Investment Advisors takes care of the rest. With an understanding of the limited time CPAs have, the CPAlliance® program is designed to meet the growing need for CPA Financial Planners.
Atlantic Capital Management
Atlantic Capital Management is a premier finance institution located at 580 Village Boulevard in the bustling city of West Palm Beach, Florida. With a strong focus on providing top-notch financial services and investment management solutions, Atlantic Capital Management is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Atlantic Capital Management is a trusted partner for individuals and businesses looking to navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Atlantic Capital Management is here to provide expert guidance and personalized strategies tailored to your unique needs.
UPFRONT CPA
UPFRONT CPA is a dedicated accounting and finance institution located at 13574 Village Park Drive in Orlando, Florida, United States. Specializing in helping small businesses with their accounting, bookkeeping, taxes, and payroll, UPFRONT CPA is focused on reducing taxes and ensuring perfect financials for their clients. With a team of experienced CPAs, UPFRONT CPA offers excellent service and pro-active results to help business owners lower taxes, manage bookkeeping, and ensure accurate tax filings. The institution works throughout the year to keep clients' books up to date and provide strategies for business growth and success.
Bridgespan
Bridgespan is a reputable accounting and finance institution located at 835 Cypress Village Boulevard in Sun City Center, Florida, United States. With a strong focus on providing expert financial services, Bridgespan offers a range of professional accounting solutions to individuals and businesses in the area. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you are looking for assistance with tax planning, budgeting, or investment strategies, Bridgespan is here to provide reliable and personalized financial guidance.
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