Comprehensive financial planning services in Weston, Florida

Welcome to the Patrice Weston - State Farm Insurance Agency located at 1946 Kings Highway in Port Charlotte, Florida. Our experienced team is dedicated to providing the right protection for our customers, offering a range of insurance services including auto, home, renters, life, boater’s, and business insurance, as well as financial services. Our office is conveniently located in the King's Crossing Shopping Center at Kings Highway & Rampart Blvd, between Winn Dixie and Beals Outlet. Our agency owner, Patrice Weston, has over 15 years of experience with State Farm Claims and is a member of various chambers of commerce and community organizations. We are proud to serve the communities of Charlotte, Desoto, and Sarasota Counties, and our bilingual team is ready to assist you with all your insurance needs.

Insurance Plans of America is a health insurance agency located at 2200 North Commerce Parkway in Weston, Florida. Our mission is to help individuals save money, protect their health, and secure their financial future. As a member of the 2023 MARKETPLACE CIRCLE of CHAMPIONS, we are dedicated to providing top-notch service to our clients. We work with reputable insurance carriers to offer comprehensive coverage options. Contact us today to see how we can assist you with your insurance needs.

Gabriel Dardik - Prudential Financial is a reputable finance and insurance agency located at 645 Heritage Drive in Weston, Florida, United States. With a strong focus on providing top-notch financial services and insurance solutions, their team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Gabriel Dardik - Prudential Financial is committed to providing personalized and comprehensive solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

FRS Plan is a finance institution located at 236 Cameron Drive in Weston, Florida, United States. We provide comprehensive financial planning services to individuals and businesses, helping them achieve their long-term financial goals. Our team of experienced professionals offers personalized advice and guidance on investments, retirement planning, insurance, and more. At FRS Plan, we are committed to helping our clients secure their financial future and build wealth for generations to come. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Jason R Stoss is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. They believe in helping clients achieve financial success by making investment-related decisions that align with their personally meaningful goals. By utilizing the Investment Personality Assessment, they aim to understand clients' investing preferences and customize a financial approach accordingly. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop personalized plans to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Merrill Lynch strives to help clients pursue their financial goals while managing investment risk. The institution is led by Mark, who co-founded the Stoss Hopper & Associates group, and is committed to helping families and institutions with their financial affairs. With a focus on understanding clients' aspirations and priorities, Merrill Lynch aims to offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Nicole Freites is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. As your Merrill advisor, Nicole focuses on connecting all aspects of your financial life to help you prioritize and pursue your goals. With a deep understanding of your financial picture, she can create a flexible strategy tailored to your changing market conditions. Nicole provides access to investment insights from Merrill and banking solutions from Bank of America to help you pursue your goals through personalized wealth management strategies. Supported by the global resources of Merrill, Nicole's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is created. The team is committed to helping you achieve financial success by understanding your goals and priorities, and providing advice and guidance to help you stay informed.

Lifespan Financial Strategies is a finance institution located at 1655 North Commerce Parkway in Weston, Florida, United States. We specialize in providing comprehensive financial planning and investment management services to help individuals and families achieve their financial goals at every stage of life. Our experienced team of financial advisors is dedicated to helping clients navigate the complexities of personal finance and create customized strategies to secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Joseph Weston is a finance institution located at 9231 Cortez Boulevard, Spring Hill, Florida, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors focus on understanding your family, goals, and priorities, adapting to changes over time. They provide access to investment insights, trust and fiduciary services through Bank of America Private Bank, and banking convenience. The institution offers personalized wealth management plans tailored to your unique goals and priorities, regularly reviewing and adjusting as needed. By understanding your priorities, they can help you build a personalized plan rooted in the complexities of your life. The advisors use the Investment Personality Assessment to customize your financial approach and help you pursue what matters most to you. They also offer tools like Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. With ongoing check-ins and adjustments, the advisors help you stay on track to achieve your goals. Merrill Lynch Wealth Management Advisors are committed to helping you navigate the financial complexities of life and build a customized investment approach to address your needs and pursue your goals. With a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Get the latest investment insights, tips, and strategies to help you live your best financial life. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions.

Edward Jones - Financial Advisor: Brad Weston is a reputable finance institution located at 260 Wekiva Springs Road in Longwood, Florida, United States. As a trusted financial advisor, Brad Weston offers personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Brad Weston provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Brad Weston is dedicated to helping you secure a bright financial future.

Diamond Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1290 Weston Road in Weston, Florida, United States. They specialize in helping individuals get closer to their retirement goals by providing personalized advice tailored to each client's specific life stage. Their financial advisors are registered to do business in certain U.S. states and are committed to helping clients reach their financial goals through in-depth conversations and financial planning concepts. Clients can expect to receive a comprehensive overview of their financial situation during the initial consultation, although no written analysis or recommendations will be provided at that time. Ameriprise Financial Services, LLC cannot guarantee future financial results, but they are dedicated to helping clients navigate the ever-changing financial landscape.

Weston Portfolio Group LLC is a finance institution located at 2500 Weston Road in Weston, Florida, United States. We specialize in providing comprehensive financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. At Weston Portfolio Group LLC, we are committed to delivering exceptional service and building long-lasting relationships with our clients.

Merrill Lynch Financial Advisor Michael Cavallaro is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer personalized wealth management strategies tailored to your goals and priorities, helping you navigate today's changing market conditions. By understanding your full financial picture and what matters most to you, they can create a flexible strategy to help you pursue your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact on future generations. The team at Merrill Lynch believes in understanding you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals and manage investment risk. They offer a range of services, including Merrill Personal Wealth Analysis™, to help you stay on track and achieve what's most important to you. The dedicated advisors at Merrill Lynch are committed to helping you navigate the complexities of your financial life and build a customized investment approach to address your needs and pursue your goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael Cavallaro is here to help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Michael "Mick" Cischke is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a comprehensive understanding of your financial situation and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael "Mick" Cischke can help create a flexible strategy tailored to your needs in today's changing market conditions. The institution focuses on understanding your priorities, family, and goals, adapting to changes over time to help you pursue your financial objectives. By conducting a thorough analysis of your investment personality, the team can customize a financial approach to align with what matters most to you. Through regular check-ins and reviews, the institution aims to keep you on track towards achieving your goals. Certified by the CFP Board, CIMA, ChFC, and CLU, the team at Merrill Lynch Financial Advisor Michael "Mick" Cischke is dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Gerald J Licari is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to create customized financial strategies to help them pursue their goals. Our mission is to understand each client's unique needs and aspirations, and to design and implement personalized plans to help them achieve their financial objectives. We believe in focusing on solutions that can turn goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, we develop tailored approaches to address our clients' financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. Contact us to start working towards your financial success.

Merrill Lynch Financial Advisor Scott G Kauffman is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. They believe in starting every relationship with a conversation to identify and prioritize the goals that matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice and guidance to help you stay informed, they are there to listen and learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to understand how you think and feel about investing. This assessment helps customize a financial approach to help you pursue what matters most to you. The institution offers advice and guidance based on your goals and priorities, placing the investor at the center of focus. Their team is committed to building strong client relationships based on trust and personalized service.

Steven C Lewis Co Inc is a reputable health institution located at 1223 Camellia Circle, Weston, Florida, United States. With a focus on providing top-notch healthcare services, the institution offers a wide range of medical services to cater to the needs of its patients. The team of dedicated professionals at Steven C Lewis Co Inc is committed to delivering high-quality care and ensuring the well-being of all patients. Whether you are in need of routine check-ups or specialized treatments, you can trust Steven C Lewis Co Inc to provide you with the best possible care.

Dennis Charley & Associates, Inc. is a reputable health insurance agency located at 1555 North Park Drive in Weston, Florida, United States. With a team of experienced professionals, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for individual or group health insurance, Dennis Charley & Associates, Inc. offers a wide range of options to choose from. Their dedication to customer service and commitment to finding the best coverage for their clients sets them apart in the industry. Contact them today to learn more about how they can help you secure the right insurance plan for your health needs.

My Legacy Group is a leading finance and insurance agency located at 1555 Bonaventure Boulevard in Weston, Florida. Our dedicated team of professionals is committed to helping individuals and families secure their financial future by offering a wide range of services tailored to meet their unique needs. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, we are here to guide you every step of the way. Trust My Legacy Group to protect and grow your wealth for generations to come.

Accountit, CPA is a renowned accounting and finance institution located at 1825 Main Street in Weston, Florida, United States. Our team of certified public accountants (CPAs) are dedicated to providing expert financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, we offer a wide range of services to meet our clients' needs. With a commitment to excellence and personalized attention, Accountit, CPA is the trusted partner for all your accounting and financial needs.

Global Wealth Management is a leading finance institution located at 1655 North Commerce Parkway in Weston, Florida, United States. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions to meet the unique needs of each individual. With a focus on long-term growth and financial security, Global Wealth Management is committed to helping clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Sadoff Fischer & Associates PA is a reputable institution located at 2500 Weston Road in Weston, Florida, United States. Specializing in accounting, finance, and real estate services, they are dedicated to providing expert guidance and support to their clients. With a team of experienced professionals, they offer comprehensive solutions tailored to meet the unique needs of each individual or business. Whether you are looking for help with taxes, financial planning, or real estate transactions, Sadoff Fischer & Associates PA is committed to delivering top-notch service and helping you achieve your goals.

Kornerstone Wealth Management, Inc. is a reputable finance and insurance agency located at 2645 Executive Park Drive, Weston, Florida, United States. With a team of experienced financial professionals, they provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Kornerstone Wealth Management, Inc. is dedicated to providing personalized and tailored strategies to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.

Viva Capital Group, located at 2900 Glades Circle in Weston, Florida, is a finance institution dedicated to providing the funds necessary for growth. As a Direct Lender, they offer commercial lending solutions tailored to each client's specific needs. Their team of experts is committed to guiding clients through the process and ensuring they have the resources needed to succeed. With a focus on client satisfaction, Viva Capital Group offers a range of programs and services to make acquiring capital easier. They understand that every project is unique and requires a specialized approach, which is why they offer targeted solutions to help clients achieve their goals.

Baruch Accounting & Multiservices is a reputable institution located at 1825 Main Street in Weston, Florida, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to assist you. Visit us today to experience our personalized and reliable services.

E & F Latin Accounting is a reputable institution located at 1820 North Corporate Lakes Boulevard in Weston, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses. With a focus on Latin American clients, we offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and more. Trust E & F Latin Accounting to handle all your financial needs with professionalism and expertise.

Tax Accountant - Fincadia is a reputable accounting and finance institution located at 55 Weston Road in Weston, Florida, United States. With a team of experienced and knowledgeable tax professionals, Fincadia specializes in providing a wide range of tax services to individuals and businesses. Whether you need assistance with tax planning, preparation, or filing, their experts are dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trust Tax Accountant - Fincadia for all your tax and accounting needs.

Eneyvel's Tax Solutions, located at 2200 North Commerce Parkway in Weston, Florida, is a finance institution dedicated to simplifying the tax process for individuals and small businesses. Our team of experts will help you navigate the tax code and get the most out of your return. We offer a wide range of tax services, including tax preparation, planning, bookkeeping, and new business formation. Our personalized approach ensures that we understand your unique needs and goals, while our consulting services help you make better tax decisions.

Newman Hospitality is a versatile institution located at 304 Indian Trace in Weston, Florida, United States. Specializing in finance, real estate agency, and travel agency services, Newman Hospitality offers a comprehensive range of solutions to meet the diverse needs of its clients. Whether you are looking to invest in real estate, plan a dream vacation, or secure financial assistance, Newman Hospitality is dedicated to providing top-notch service and expertise. With a team of experienced professionals and a commitment to excellence, Newman Hospitality is your one-stop destination for all your finance, real estate, and travel needs.

Welcome to Mandi Sehgal, located at 2950 Cleveland Clinic Blvd, Weston, FL 33331, United States. As a distinguished member of the Cleveland Clinic Florida, Dr. Mandi Sehgal is a nationally recognized expert in Geriatric Medicine, celebrated for her innovative educational programming and leadership in interprofessional teams. With a deep commitment to person-centered care, Dr. Sehgal ensures the highest quality of life for her older adult patients, balancing their safety and independence. Dr. Sehgal's impressive academic journey began in Alabama, where she attended the University of South Alabama for both her undergraduate and medical education. She completed her residency in Family Medicine at Tallahassee Memorial and further specialized with a Geriatric Medicine Fellowship at the University of Cincinnati. Her dedication to education and patient care has been recognized with numerous accolades, including the prestigious Clinician Educator of the Year award from the American Geriatrics Society.

Welcome to Mandi Sehgal, located at 3250 Meridian Pkwy, Weston, FL 33331, United States, where exceptional health care meets compassionate service. Led by Dr. Mandi Sehgal, a nationally recognized clinician-educator in Geriatric Medicine, our practice is dedicated to providing top-tier medical care with a focus on older adults' needs. As part of the prestigious Cleveland Clinic Florida, Dr. Sehgal directs the Geriatric Medicine Fellowship Program, underscoring her commitment to advancing medical education and patient care. Dr. Sehgal's illustrious career includes a robust academic background with degrees from the University of South Alabama and advanced training in Geriatric and Family Medicine. Her previous roles include Associate Professor at Florida Atlantic University, where she directed key geriatric programs, and faculty positions at the University of Kansas and the University of Cincinnati. Her expertise is widely acknowledged, having been named a "Top Doc" and honored as the Clinician Educator of the Year by the American Geriatrics Society.