Comprehensive financial planning services in Lake Mary, FL
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Unlimited Employee Benefit Service Center (UEBSC)
● ClosedThe Unlimited Employee Benefit Service Center (UEBSC) is a leading health and insurance agency located in Lake Mary, Florida. Our dedicated team of professionals is committed to providing top-notch service and support to all of our clients. From comprehensive health insurance plans to personalized employee benefit packages, UEBSC is here to meet all of your insurance needs. Visit us at 100 Colonial Center Parkway to learn more about how we can help you and your employees stay healthy and protected.
100 Colonial Center Pkwy #140, Lake Mary, FL 32746, United States -
Fraga Financial Group
● ClosedFraga 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 -
LAMCO Advisory Services, Inc.
● ClosedLAMCO Advisory Services, Inc. is a finance institution located at 1525 International Parkway in Lake Mary, Florida, United States. With a team of experienced financial advisors, LAMCO provides comprehensive financial planning and investment management services to help clients achieve their financial goals. Their personalized approach and commitment to excellence make them a trusted partner in navigating the complexities of the financial world.
1525 International Pkwy STE 2071, Lake Mary, FL 32746, United States -
Traditions Wealth and Legacy Planning
● ClosedTraditions Wealth and Legacy Planning is a finance institution located at 801 International Parkway in Lake Mary, Florida, United States. Our mission is to help you make financial independence a new family tradition by creating a multi-generational plan for your family wealth. We believe in preserving wealth for the next generation by helping your beneficiaries understand and implement the legacy you pass on to them. Our Founder & President, Lemar Williams, was recognized by the Association of African American Financial Advisors for his excellence in the field. At Traditions Wealth and Legacy Planning, we treat our clients like family and aim to build a trusting relationship so we can anticipate your needs and provide proactive strategies and solutions. We offer comprehensive wealth and legacy planning strategies for you, your family, and future generations. Please consult your legal advisor for specific legal advice. Visit our Resource Center for articles and resources on wealth and legacy planning, retirement planning, estate planning, investing, and more. Contact us at (407) 553-3573 or email info@traditionswealthlegacy.com for more information. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Remember, no offers may be made or accepted from residents of states where our representatives are not properly registered or licensed.
801 International Pkwy Suite 500, 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 -
Steven R Adelson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSteven R Adelson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1525 International Parkway, Lake Mary, Florida, United States. He 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®, CFP®, 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 his expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for various individuals and businesses. As a trusted advisor, Steven R Adelson provides comprehensive financial solutions tailored to meet the unique needs of his clients.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Michael W Kane - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael W Kane is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 International Parkway in Lake Mary, Florida, United States. He holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Michael W Kane is dedicated to providing comprehensive financial advice and services to his clients, including individuals, retirees, small business owners, and high net worth clients.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Lincoln Financial Group
● OpenLincoln Financial Group is a financial institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Specializing in financial services and products, Lincoln Financial Group offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, the experts at Lincoln Financial Group are dedicated to providing personalized and comprehensive financial guidance. Visit their ATM location today to access convenient banking services and start building a secure financial future.
605 Crescent Executive Ct #100, Lake Mary, FL 32746, 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 -
Robie Stafford - Regions Financial Advisor
● ClosedRobie Stafford - Regions Financial Advisor, located at 4094 West Lake Mary Boulevard in Lake Mary, Florida, is your trusted partner for all your financial needs. As a Financial Advisor with Regions Investment Solutions, Robie Stafford is dedicated to helping you not only with your immediate financial concerns, but also in creating a comprehensive strategy to achieve your long-term financial goals. 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. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is in turn a wholly owned subsidiary of Regions Financial Corporation.
4094 W Lake Mary Blvd, Lake Mary, FL 32746, United States -
Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSeth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1525 International Parkway, Lake Mary, Florida, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to clients. These certifications include 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®. Advisors at Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing comprehensive financial planning and investment management services to individuals and businesses.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor Jon Veneziano
● ClosedMerrill Lynch Financial Advisor Jon Veneziano is a reputable finance institution located at 250 International Parkway in Lake Mary, Florida, United States. With a team of experienced professionals led by Jon Veneziano, clients can expect personalized financial advice and investment strategies tailored to their individual goals and needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Merrill Lynch Financial Advisor Jon Veneziano offers comprehensive financial planning services to help you achieve your financial objectives. Contact them today to schedule a consultation and take the first step towards securing your financial future.
250 International Pkwy, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor Glenn S Rodriguez
● ClosedMerrill Lynch Financial Advisor Glenn S Rodriguez, located at 250 International Parkway, Lake Mary, Florida, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. The team believes in a personalized approach, starting with understanding each client's unique investment personality and individual goals. By developing a customized financial strategy, they aim to help clients manage, grow, and preserve their wealth while considering future aspirations such as healthcare expenses, education costs, business transactions, and generational wealth transfer. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Glenn S Rodriguez works closely with clients to create a plan tailored to their specific needs. Through the Investment Personality Assessment and ongoing conversations, they strive to stay informed about changes in clients' lives and financial markets, adjusting the approach as needed to help clients achieve their goals.
250 International Pkwy, Lake Mary, FL 32746, United States -
First Summit Financial
● OpenFirst Summit Financial is a leading insurance agency located at 100 Colonial Center Parkway in Lake Mary, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. At First Summit Financial, we strive to build long-lasting relationships with our clients by delivering exceptional service and expert advice. Contact us today to learn more about how we can protect what matters most to you.
100 Colonial Center Pkwy Suite 100, Lake Mary, FL 32746, United States -
Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSeth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3820 Colonial Boulevard, Lake Mary, Florida, United States. Seth Bassoff 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, 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 Seth Bassoff's expertise in various areas of financial planning and investment management, ensuring high-quality service for clients. The institution provides comprehensive financial planning services tailored to individual needs and goals, with a focus on ethical practices and real-world application of investment concepts.
3820 Colonial Blvd # 200, 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 -
Trapane Tax Service
● ClosedTrapane Tax Service is a reputable accounting and finance institution located at 215 Randon Terrace in Lake Mary, Florida, United States. With a team of experienced professionals, Trapane Tax Service offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of comprehensive financial management, Trapane Tax Service is dedicated to providing personalized solutions to meet your specific needs. Trust Trapane Tax Service to help you navigate the complexities of the financial world with confidence and ease.
215 Randon Terrace, Lake Mary, FL 32746, United States -
Padgett Business Services
● ClosedPadgett Business Services is a renowned accounting and finance institution located at 250 International Parkway in Lake Mary, Florida, United States. With a team of experienced professionals, Padgett Business Services offers a wide range of financial services including bookkeeping, tax preparation, payroll management, and financial planning. Whether you are a small business owner or an individual in need of financial assistance, Padgett Business Services is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you succeed financially.
250 International Pkwy Suite 134, 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 -
HYWAZE
● OpenHYWAZE is a health store located at 140 West Lake Mary Boulevard in Sanford, Florida, United States. We offer a wide range of health products and services to help our customers lead a healthier lifestyle. Our knowledgeable staff are always available to assist you in finding the right products for your individual needs. Visit us at HYWAZE and start your journey to better health today.
140 W Lake Mary Blvd, Sanford, FL 32773, United States -
CollaborativeWEALTH - Gainesville
● ClosedCollaborativeWEALTH - Gainesville is a branch of the financial planning and integrated wealth management firm headquartered in Lake Mary, Florida. Located at 4915 Northwest 43rd Street in Gainesville, Florida, our team of professionals is dedicated to helping individuals, families, and businesses build a solid financial foundation. We believe that your goals, dreams, and financial well-being are interconnected, and we are here to assist you in taking the necessary steps to achieve what truly matters to you. Our services include comprehensive financial planning, investment advice, wealth management, personalized client service, and independent asset management. As a fee-based firm, we do not offer proprietary products, allowing us to provide tailored financial advice that suits your unique circumstances. Our advisors are registered representatives with LPL Financial and can only conduct securities business in specific states.
4915 NW 43rd St, Gainesville, FL 32606, United States -
CollaborativeWEALTH
● ClosedCollaborativeWEALTH® is a finance and insurance agency located at 972 International Parkway, Lake Mary, Florida, United States. Our team of professionals specializes in financial planning and integrated wealth management, offering a wide range of services including investments, employee benefit plans, insurance, and more. We are dedicated to helping you build a strong financial foundation for yourself, your family, or your business by understanding how your goals, dreams, and financial life are interconnected. Our mission is to assist you in pursuing what truly matters to you, with personalized financial advice tailored to your specific situation. As a fee-based firm, we do not offer proprietary products, allowing us to provide unbiased guidance and recommendations. CollaborativeWEALTH® is registered with the SEC as an Investment Advisor and is affiliated with LPL Financial, a separate entity. Our advisors are registered representatives with LPL Financial and serve clients in multiple states across the U.S. Trust us to provide comprehensive financial planning, investment advice, and personalized client service to help you achieve financial success.
972 International Pkwy, Lake Mary, FL 32746, United States -
Nordmann Wealth Management
● ClosedNordmann 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 -
Raymond James
● OpenRaymond James is a finance institution located at 1325 International Parkway in Lake Mary, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1325 International Pkwy, Lake Mary, FL 32746, United States -
Wealth Management Solutions, LLC
● ClosedWealth Management Solutions, LLC is a finance institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Our team of experienced professionals provides comprehensive wealth management solutions tailored to meet the unique needs and goals of our clients. From investment planning to retirement strategies, we offer a wide range of services to help individuals and families achieve financial success and security. Contact us today to schedule a consultation and start building a brighter financial future.
605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, United States -
Robo Advisor
● ClosedRobo Advisor is a cutting-edge finance and insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our institution utilizes advanced technology and algorithms to provide personalized investment advice and insurance recommendations to our clients. With a team of experienced financial experts and insurance professionals, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investments or safeguard your future with comprehensive insurance coverage, Robo Advisor is here to provide you with innovative solutions tailored to your unique needs. Visit us today to experience the future of financial planning and insurance services.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Xexis Private Wealth, LLC
● ClosedXexis Private Wealth, LLC is a finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, and retirement planning solutions. Contact us today to learn more about how we can help you secure your financial future.
1540 International Pkwy 2nd Floor, Lake Mary, FL 32746, United States -
Johnson Wealth Management
● ClosedJohnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.
135 Middle St, Lake Mary, FL 32746, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3841 Lake Emma Road in Lake Mary, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert advice and personalized service to help you achieve your financial goals.
3841 Lake Emma Rd, Lake Mary, FL 32746, United States
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