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TOP 30 Corporate financial planning in Dade City, FL
3 results found
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Merrill Lynch Financial Advisor Charu Narain
Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.
Blake Veterinary Hospital
Blake Veterinary Hospital, located at 37541 Clinton Avenue in Dade City, Florida, is a full-service veterinary hospital that has been serving the community since 2007. Our dedicated veterinarian believes in providing personalized care for every client and patient. As a family-oriented practice, we strive to make every visit comfortable and enjoyable for your entire family. From individualized medical treatment plans to accommodating financial situations, we always prioritize the needs of our clients and patients. In a world where corporate interests often overshadow the well-being of animals, Blake Veterinary Hospital stands out as a beacon of compassionate care. We accept emergencies for existing clients during regular business hours and refer out to local emergency facilities after hours. Please visit our emergency services page for more information, and note that visits may incur an emergency fee at the doctor's discretion.
Safe Harbor Accounting
Safe Harbor Accounting is a trusted institution located at 1500 East Hillsboro Boulevard in Deerfield Beach, Florida. Specializing in accounting and finance, we offer a wide range of services to meet all of your professional needs. From personal income tax preparation to corporate tax preparation, IRS audit defense, payroll tax preparation, Quickbooks consulting, bookkeeping, financial statement preparation, and more, we have the experience, resources, and knowledge to deliver the service you deserve. At Safe Harbor Accounting, we prioritize client relationships and are committed to your success. Our team of experts is dedicated to providing you with the advice, ideas, and solutions you need to thrive in your business endeavors. Whether you're a small business owner or a startup in need of accounting services, we are here to help.
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