Customer focused banking in Celebration, FL
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Bill Pancake - State Farm Insurance Agent
● ClosedBill Pancake - State Farm Insurance Agent is a trusted insurance agency located at 920 North Main Street in Kissimmee, Florida. As the spring season approaches, it's the perfect time to review your auto insurance coverage before heading out for Spring Break. The dedicated team at Bill Pancake State Farm is here to help navigate the complexities of insurance coverage, ensuring a smooth and stress-free experience for all clients. Serving a wide range of areas including Hunters Creek, Saint Cloud, Celebration, Winter Garden, and more, the team at Bill Pancake State Farm offers a variety of insurance services including Auto, Homeowner's, ATV, Boat, Motor home, Renters, Condo, Life, Business Insurance, and Financial Services. With over 200 years of combined insurance experience, State Farm Agent Bill Pancake and his team are committed to providing outstanding service and protecting what matters most to their customers.
920 N Main St, Kissimmee, FL 34744, United States -
Katherine Figueroa, REALTOR
● ClosedKatherine Figueroa, REALTOR is a finance institution located at 8235 Championsgate Boulevard, Four Corners, Florida, United States. Katherine Figueroa is a Certified International Property Specialist, Resort and Second Home Property Specialist, and Luxury Property Specialist specializing in waterfront homes, golf course homes, resort and vacation homes, new homes, and luxury homes. She markets and sells real estate properties in Orange, Osceola, Polk, Lake, and Seminole Counties, including the areas of Greater Orlando, Lake Nona, Doctor Phillips, Belle Isle, Windermere, Winter Garden, Clermont, Montverde, Four Corners, Champions Gate, Davenport, Reunion, Kissimmee, Celebration, Horizon West, and other communities near Walt Disney World and other Theme Parks. Katherine is a full-time and multi-lingual REALTOR®, licensed Real Estate Broker in Florida and Puerto Rico, speaking English, Spanish, and Portuguese. With over 30 years of experience in the real estate and banking industry, Katherine is dedicated to helping buyers, sellers, investors, and developers achieve their real estate goals. She holds 9 professional real estate designations and certifications to provide specialized and high-quality service to her customers.
8235 Champions Gate Blvd, Championsgate, FL 33896, United States -
Marcello Reis E Silva - Regions Wealth Advisor
● ClosedMarcello Reis E Silva - Regions Wealth Advisor is a finance institution located at 50 Blake Boulevard in Celebration, Florida, United States. Catering to affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Marcello Reis E Silva is a dedicated Wealth Advisor at this institution, focusing on your complete financial picture to develop a comprehensive strategy to meet your goals. With a team of professionals, they can help you maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This institution provides educational and general marketing purposes only and does not provide impartial investment advice. Consult their website for further information and appointment scheduling.
50 Blake Blvd Building D, Celebration, FL 34747, United States -
Merrill Lynch Private Wealth Advisor Brent Jordan
● Closedted to helping you pursue your financial goals by offering personalized attention and customized services supported by the capabilities of a global institution. Our team of rigorously trained private wealth advisors at Merrill Lynch Private Wealth Advisor Brent Jordan in Orlando, Florida, prioritize your unique needs and provide industry-leading research and expert analysis to help you stay ahead. With a limited number of clients, we offer personalized strategies for all aspects of your financial life, now and for future generations. Our philosophy celebrates collaboration, drawing on the resources and insights of a global financial institution to create strategies that reflect your aspirations. We believe in managing risk first and foremost, followed by investment returns, to help you achieve your goals.
4705 S Apopka Vineland Rd, Orlando, FL 32819, United States -
Merrill Lynch Financial Advisor Diane J Ridley
● ClosedMerrill Lynch Financial Advisor Diane J Ridley is located at 3507 Kyoto Gardens Drive in Palm Beach Gardens, Florida, United States. The institution prides itself on its team of advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The BMR Wealth Management Group at Merrill Lynch has over 150 years of combined wealth management experience, with a focus on providing highly personalized and purpose-driven wealth management solutions to help clients achieve their lifestyle and legacy goals. The team takes a collaborative, consistent, and caring approach, offering old-fashioned conversations, frequent communication, and a planning-based strategy to address clients' evolving needs. They believe in building strong relationships with clients, celebrating milestones, and providing support during challenging times. The institution offers a range of services, including personalized financial planning, investment strategies, and ongoing monitoring to help clients achieve their financial goals. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis™, they aim to tailor their approach to each client's unique goals and priorities. The team at Merrill Lynch is dedicated to helping clients navigate changes in their lives and financial markets, providing guidance and support to help them stay on track towards achieving their goals. With a focus on understanding each client's individual needs and aspirations, Merrill Lynch Financial Advisor Diane J Ridley aims to create a customized financial approach that reflects their personality and helps them achieve their desired outcomes.
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410, United States
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