College savings plans in Plantation, Florida
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New York Life
New York Life is an insurance agency located at 7282 Plantation Road in Pensacola, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement for sickness or injury, professionally managed investments, college savings plans, and estate planning. With over 12,000 agents nationwide, New York Life is committed to providing tailored solutions to meet the needs and budgets of their clients. They have a diverse and inclusive workplace culture and are dedicated to giving back to their communities through charitable initiatives. As the largest mutual insurer in the U.S., New York Life has a strong financial track record and a mission to make the world a better place. Their agents provide life insurance and other solutions to help individuals and families thrive. Visit their website for resources, tools, and information to help you plan for the future.
LPL Financial: Jim Casey, CFP
LPL Financial: Jim Casey, CFP is a finance institution located at 1333 South University Drive in Plantation, Florida, United States. Led by Certified Financial Planner Jim Casey, this institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, LPL Financial provides expert guidance and support to help individuals and families navigate their financial future with confidence. Whether you are planning for retirement, investing for the future, or looking to protect your assets, LPL Financial: Jim Casey, CFP is dedicated to helping you make informed decisions and secure your financial well-being.
Tobias Financial Advisors
Tobias Financial Advisors, located in Plantation, Florida, is a finance institution dedicated to getting to know each client personally. Our team of experienced financial advisors will review your current financial situation, goals, and concerns to develop a customized comprehensive financial strategy and investment portfolio. We offer services such as finding low-cost investments, budgeting for healthcare expenses, estate planning, and maximizing tax deductions. With over 40 years of experience, our investment advisor representatives hold the CERTIFIED FINANCIAL PLANNER™ designation and act as fiduciaries, putting your best interests first. As a fee-only investment manager, we are committed to providing unbiased financial advice and adhering to the best practices and guidelines of The Institute for the Fiduciary Standard.
SRQ Coastal Living
Welcome to SRQ Coastal Living, your premier real estate agency nestled in the heart of Sarasota, Florida, at 5145 Ocean Boulevard. We specialize in delivering exceptional real estate opportunities on the breathtaking Siesta Key, offering you a chance to own a piece of paradise. Our team is dedicated to guiding you through the vibrant Sarasota real estate market, ensuring that your dream of coastal living becomes a reality. Explore the best waterfront value on Siesta Key with our exclusive listings. Whether you're looking for a diamond in the rough that allows you to add your personal touch, or a luxurious penthouse with panoramic Gulf views, we have something for every discerning buyer. Our properties boast features such as deep boating water access, private docks, and spacious living areas designed for comfort and style.
Edward Jones - Financial Advisor: Claudia P Jaric
Edward Jones - Financial Advisor: Claudia P Jaric is a reputable financial institution located at 7801 Southwest 6th Court in Plantation, Florida. As a dedicated and experienced financial advisor, Claudia P Jaric provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Claudia P Jaric can offer expert guidance and tailored solutions to meet your needs. With a commitment to transparency, integrity, and client satisfaction, Edward Jones - Financial Advisor: Claudia P Jaric is a trusted partner in helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Craig M Rosen, CFP®
Edward Jones - Financial Advisor: Craig M Rosen, CFP® is a reputable financial institution located at 1250 South Pine Island Road in Plantation, Florida. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the team at Edward Jones. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Craig M Rosen, CFP® is dedicated to providing personalized solutions to meet your financial needs.
The Savarick Group - Morgan Stanley
The Savarick Group at Morgan Stanley is a leading financial institution located in Plantation, Florida. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships, we offer a comprehensive range of investment solutions tailored to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The Savarick Group is here to help guide you every step of the way. Visit us at 1200 South Pine Island Road to learn more about how we can assist you in reaching your financial objectives.
Matias Valdes - Morgan Stanley
Matias Valdes - Morgan Stanley is a prestigious financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Matias Valdes - Morgan Stanley offers a wide range of financial services to meet the needs of individuals, businesses, and institutions. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Matias Valdes - Morgan Stanley is committed to providing top-tier service and support.
Peggy Lotz Luxury Realtor: MVP Realty LLC
Welcome to Peggy Lotz Luxury Realtor: MVP Realty LLC, your gateway to the finest real estate opportunities in Bonita Springs, Florida, and the surrounding Southwest Florida paradise. Conveniently located at 9990 Coconut Road, Bonita Springs, FL 34135, our agency is dedicated to providing exceptional service in the vibrant real estate market. At Peggy Lotz Luxury Realtor, we pride ourselves on offering the best real estate search platform available, tailored to meet your every need. Our user-friendly website is your one-stop destination for finding homes, condos, land, and foreclosure properties. Updated every 15 minutes directly from the official Realtor®'s database, our site ensures you have the most current and accurate information at your fingertips. Save your searches and receive daily email alerts about new listings, price changes, and market trends, keeping you informed and ahead of the curve.
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