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TOP 30 Custom financial solutions in Dade City, FL
9 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.
Merrill Lynch Financial Advisor Serre L. Murphy
Merrill Lynch Financial Advisor Serre L. Murphy is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. With 31 years of experience in financial services, Serre Murphy specializes in working with amiable, reasonable clients who need and want help. As an advisor in Coral Gables, Serre welcomes clients from Coral Gables, Miami, greater Miami-Dade County, and beyond. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and objectives. Serre's team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 13315 U.S. 301 in Dade City, Florida, United States. They offer a wide range of financial services, including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Dade City to learn more about their personalized financial solutions.
Florida Auto Insurance
Florida Auto Insurance, located at 12214 U.S. 301 in Dade City, Florida, is an insurance agency that specializes in providing the coverage you need to be on the road. Whether you're looking to protect your vehicle, yourself, or others in the event of an accident, Florida Auto Insurance has you covered. From bodily injury liability to property damage coverage, medical payments, and uninsured/underinsured motorist damage coverage, they offer a wide range of options to ensure you are protected financially. In addition, they also provide physical damage coverage for your vehicle in case of an accident or theft, as well as rental coverage to help you get back on the road while your vehicle is being repaired. With a focus on quality, affordable insurance solutions and unmatched customer service, Florida Auto Insurance is dedicated to helping you find the right coverage for your needs.
Cari Aguiar - State Farm Insurance Agent
Cari Aguiar - State Farm Insurance Agent is a reputable insurance agency located at 2066 Northeast 8th Street, Homestead, Florida. The agency is part of the Good Neighbor Relief Program, which is returning $2 billion to auto policyholders due to decreased driving during the pandemic. The agent, based in Homestead, serves the Miami Dade County area and surrounding cities, offering a wide range of insurance services including auto, home, renters, life, and health insurance, as well as banking services. The agency's mission is to be the first choice for insurance and financial services for customers, helping them prepare for the unexpected and achieve their financial goals. The team at Cari Aguiar State Farm Insurance Agency is dedicated to providing outstanding customer service and building strong relationships with clients. They offer personalized assistance in understanding and addressing insurance and financial needs.
Jimmy Burkhart - State Farm Insurance Agent
Jimmy Burkhart - State Farm Insurance Agent is a reputable insurance agency located at 10709 Southwest 104th Street in Miami, Florida. Situated in Killian Professional Village next to Miami Dade College Kendall Campus, our agency proudly serves The Falls, Kendall, Palmetto Bay, Pinecrest, and all of Miami and the entire State of Florida. As a State Farm Insurance Agent since 2001 and a lifelong resident of Kendall, I am committed to providing top-notch customer service and assisting with all of your insurance needs. With a team of agents boasting over 100 years of combined insurance experience, we offer a wide range of insurance products including Auto, Motorcycle, Home, Flood, Condo, Renters, Business, and Life insurance.
Jennifer Rodz - State Farm Insurance Agent
Jennifer Rodz - State Farm Insurance Agent is an insurance agency located at 1315 Southwest 107th Avenue in Miami, Florida. Situated across the street from FIU College in Westchester, this agency is dedicated to serving the local community and helping small businesses thrive. Jennifer Rodz, the owner, has over 15 years of experience in the insurance industry and opened this agency in December 2019. Jennifer is a Miami native with a strong connection to her community. She holds a Bachelors in Business Administration from the University of Miami and a Masters in Business Administration from Florida International University. Her goal is to provide financial protection to families through services such as home insurance, life insurance, and auto insurance. Jennifer's personal experiences have inspired her to help others prepare for unexpected life events through insurance coverage.
Michele Belizaire - State Farm Insurance Agent
Michele Belizaire State Farm Insurance Agent is a trusted insurance agency located at 8600 Northeast 2nd Avenue in Miami, Florida. Our team understands the importance of life insurance and is dedicated to helping you make informed decisions to protect your future and your loved ones. We offer a range of insurance coverage options including home, auto, life, health, and more. Our multi-lingual team, fluent in English, Spanish, Haitian Kreyòl, and French, is committed to providing exceptional customer service and personalized insurance solutions. Whether you are looking to review your current policy or get a free insurance quote, we are here to help.
Advance America
Advance America is a reputable financial institution located at 12550 U.S. 301 in Dade City, Florida. As a leading provider of financial services, Advance America offers a wide range of convenient and affordable options for individuals in need of short-term cash advances, installment loans, and other financial solutions. With a commitment to excellent customer service and transparent lending practices, Advance America is dedicated to helping customers achieve their financial goals quickly and efficiently. Visit their location in Dade City to learn more about the services they offer and how they can assist you with your financial needs.
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