Customized financial plans in Dade City, Florida
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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.
Dade County Federal Credit Union
Dade County Federal Credit Union is a trusted financial institution located at 1500 Northwest 107th Avenue in Miami, Florida, United States. As a member-owned credit union, we offer a wide range of financial services including savings accounts, loans, and online banking. Our convenient ATM services make accessing your funds easy and hassle-free. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
Dade County Federal Credit Union
Dade County Federal Credit Union is a trusted financial institution located at 1012 West 49th Street in Hialeah, Florida. As a credit union, we provide a wide range of financial services including savings accounts, loans, and credit cards to our members. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience our exceptional customer service and competitive rates.
Dade County Federal Credit Union
Dade County Federal Credit Union, located at 29850 South Dixie Highway in Homestead, Florida, is a trusted institution offering ATM and finance services. Membership is open to individuals living, working, worshiping, or attending school in Miami-Dade and Broward County, or those with immediate family members in the area. At Dade County Federal Credit Union, members are always a top priority. The institution prides itself on being better than a bank, providing personalized service and competitive rates. Savings are federally insured up to $250,000, and the credit union is an equal opportunity housing lender. Links to third-party partners are provided for convenience, but Dade County FCU prioritizes the privacy and security of its members.
Luis Gonzalez - State Farm Insurance Agent
Welcome to Luis Gonzalez - State Farm Insurance Agent located at 10828 Northwest 58th Street in Doral, Florida. Our insurance agency serves the entire state of Florida, including Miami-Dade, Broward, and Palm Beach counties. We offer a wide range of insurance services including auto, home, life, small business, and contractors insurance. Our Spanish-speaking team has over 45 years of experience in the insurance industry. When you visit our agency, you'll be welcomed into a cozy reception area and open office where you can meet our team. We offer cool beverages during your visit to make you feel comfortable. Our team is dedicated to providing exceptional customer service and helping you find the right insurance coverage for your needs.
Dan Carrera - State Farm Insurance Agent
Dan Carrera - State Farm Insurance Agent is a local insurance agency located at 13475 Southwest 288th Street in Homestead, Florida. As a State Farm Agent, Dan Carrera is dedicated to helping individuals and families with all their insurance needs in the Miami Dade County area and surrounding cities. With almost 100 years of experience, State Farm has a strong reputation for outstanding financial strength and service. Dan Carrera and his team offer a wide range of insurance options, including auto insurance, homeowners insurance, renters insurance, boatowners insurance, small business insurance, life insurance, health insurance, and more. They also provide bilingual support for customers in the Florida Keys area.
Jordan Paul - State Farm Insurance Agent
Jordan Paul - State Farm Insurance Agent is a reputable insurance agency located at 6820 Lyons Tech Cir, Coconut Creek, Florida. The agency offers a wide range of insurance services including car, home, renters, life, health, golf cart, UTV, boat, and business insurance. The office is conveniently located off Lyons Road, just half a mile north of the Coconut Creek Promenade. As April is Distracted Driving Awareness month, the agency emphasizes the importance of checking auto insurance liability coverage to ensure proper protection for you and your family. The friendly staff at Jordan Paul State Farm Agency is dedicated to assisting individuals and families in Broward, Palm Beach, and Miami-Dade counties, as well as other areas across Florida.
Imma Pierre - State Farm Insurance Agent
Imma Pierre - State Farm Insurance Agent is an insurance agency located at 6099 Hollywood Boulevard, Hollywood, Florida, United States. Our office is conveniently located directly across the street from the Duty Free Americas Building, Half a Mile East of the Turnpike. We proudly serve the communities of Hollywood, Fort Lauderdale, Pembroke Pines, Weston, Miramar, Coconut Creek, Davie, Plantation, Lauderhill, Hallandale Beach, Oakland Park, Lauderdale Lakes, Margate, Miami Gardens, Aventura, Parkland, Deerfield Beach, Delray Beach, Boynton Beach, Coral Springs and other surrounding areas in Florida. As your local State Farm Agent, I, Imma Pierre, am a Florida Native dedicated to helping you with all your insurance needs, including Auto Insurance, Home Insurance, Condo Insurance, Renter's Insurance, Boat Insurance, Life Insurance, Business Insurance, and Financial Services. My team and I are committed to providing outstanding service to our policyholders and ensuring that they have the coverage they need to protect what matters most to them.
Sharon King - State Farm Insurance Agent
Sharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.
Jimmy Peralta - State Farm Insurance Agent
Welcome to the Jimmy Peralta State Farm Insurance Agency in Hollywood, Florida! Our experienced team is here to assist you with all of your insurance and financial service needs. We offer a wide range of insurance products, including auto, home, life, health, and commercial insurance. Our office is open 5 days a week, and we are available by phone 24/7 for your convenience. Our agency is proud to serve the entire state of Florida, with a focus on Broward and Miami-Dade counties. We also offer notary public services for our Spanish-speaking clients. Our goal is to be your preferred State Farm Insurance agency in Hollywood, and we look forward to earning your business as a Good Neighbor.
Central Florida Insurance Partners
Central Florida Insurance Partners is a reputable insurance agency located at 15000 Citrus Country Drive in Dade City, Florida. Our dedicated team of professionals is committed to providing personalized insurance solutions tailored 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 coverage that best suits your individual circumstances. With a focus on excellent customer service and a wide range of insurance products, Central Florida Insurance Partners is your trusted partner in protecting what matters most to you. Contact us today to learn more about how we can assist you with your insurance needs.
George Meroni - State Farm Insurance Agent
George Meroni - State Farm Insurance Agent is an insurance agency located at 1801 North Krome Avenue in Homestead, Florida. The agency offers a variety of insurance products including Auto, Renters, Homeowners, Boat, and Life Insurance. The team at George Meroni is dedicated to providing personalized service to individuals and families in South Dade, Homestead, Florida City, and the FL Keys. With over 175 years of collective experience, the team is committed to delivering exceptional service and building lasting relationships with customers. The agency's mission is to help customers successfully manage the risks of everyday life, recover from the unthinkable, and realize their dreams. Whether you need assistance with Auto Insurance, Home Insurance, Boat Insurance, or Life Insurance, George Meroni - State Farm Insurance Agent is here to help. Contact us today for a complimentary Insurance and Financial Review to ensure you have the right coverage in place.
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.
Luis Peters - State Farm Insurance Agent
Luis Peters - State Farm Insurance Agent is an insurance agency located at 7750 Southwest 117th Avenue in Miami, Florida, United States. Our biggest goal is to educate people about financial matters and put you and your family first. We will consider your specific situation and budget as we recommend ways to take care of yourself. Whether you need help with Auto, Home, Life, or Health Insurance, we are here to assist you in Miami-Dade County. Our team includes dedicated professionals like Diana, Kimmie, Melissa, and Elisa who are committed to providing personalized assistance and exceptional customer service. We offer simple, direct, and professional guidance to help you make the right choices for your family. No cookie-cutter approach, just old-fashioned common sense.
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.
Brownsberger & Messineo, LLC (CPA firm)
Brownsberger & Messineo, LLC is a reputable CPA firm located in Zephyrhills, Florida. Since 2009, we have been offering top-quality accounting and tax services to businesses and individuals in the surrounding areas, including Dade City and Wesley Chapel. Led by Peter Messineo, CPA, our dedicated team provides personalized attention to each client, creating customized plans to meet their specific needs. From basic accounting services to payroll processing and financial planning, we offer a wide range of expertise to help our clients succeed. Our mission is to help clients maintain financial stability in the present while working towards future goals. We are committed to excellence, integrity, and passion in all that we do, earning the respect of the local business and financial community. Whether you are a current or prospective client, you can trust that Brownsberger & Messineo, LLC will provide you with competent and timely advice to support your financial success.
Lyditz’ Services, LLC
Lyditz’ Services, LLC is a finance institution located at 20401 Northwest 2nd Avenue, Miami, Florida, United States. Our mission is to offer first-class, value-added professional assistance to our clients. We provide affordable, convenient, and efficient service with a proven track record of success. Our office is open 7 days a week from 10am to 7pm, with evening and weekend appointments available. There are no hidden fees, and we proudly serve Miami-Dade & Broward County, Florida. We specialize in legal document preparation services for individuals who cannot afford a costly attorney, do not require representation, or have sought legal advice but have not retained an attorney. Our services include preparing various forms and documents such as divorces, wills, trusts, name changes, immigration paperwork, and eviction letters. We also assist with filing documents with the appropriate USCIS PO BOX and follow up on pending cases to obtain information.
Tikino Pawn & Gun
Tikino Pawn & Gun is a reputable finance and store institution located at 16136 U.S. 301 in Dade City, Florida, United States. Offering a wide range of services, including pawn loans and firearms sales, Tikino Pawn & Gun is a trusted destination for those in need of quick financial assistance or looking to purchase high-quality firearms. With a knowledgeable and friendly staff, customers can expect a seamless and professional experience when visiting Tikino Pawn & Gun.
San Antonio Citizens Federal Credit Union
San Antonio Citizens Federal Credit Union is a not-for-profit financial institution located at 12542 Curley Street in San Antonio, Florida, United States. Established in 1955, we have been dedicated to helping our neighbors and communities thrive for over 65 years. Our friendly staff, including Mrs. Savitri, has been serving members with a smile for over 15 years. We offer a range of financial services, including ATM access, to meet the needs of our members. Our commitment to excellent customer service is evident in the positive feedback we receive from our members. Whether you need assistance with banking transactions or have questions about our services, our staff is always ready to help.
Wells Fargo Bank
Wells Fargo Bank is a trusted financial institution located at 14210 7th Street in Dade City, Florida. As a leading bank in the United States, Wells Fargo offers a wide range of banking services, including personal and business accounts, loans, investments, and more. With a convenient ATM on-site, customers can easily access their funds and manage their finances. Visit Wells Fargo Bank today for all your banking needs.
San Antonio Citizens Federal Credit Union
San Antonio Citizens Federal Credit Union is a not-for-profit financial institution located at 28909 Florida 54, Wesley Chapel, Florida, United States. Since 1955, we have been dedicated to helping our neighbors and communities thrive. Our friendly and knowledgeable staff, including Mrs. Savitri, provide excellent customer service and individual attention to all members. As a community credit union, we prioritize the financial success of our members and operate with the guiding principle of "Neighbor helping Neighbor." With locations in San Antonio, Dade City, Zephyrhills, and Wesley Chapel, we are here to serve you. Visit us to experience the value of ownership and discover how we empower dreams to be realized. Contact us at PO Box 1057, San Antonio, FL 33576 or call 352-588-2732 for assistance. Federally insured by the NCUA, we do business in accordance with the Fair Housing Law and Equal Opportunity Credit Act. Thank you for choosing San Antonio Citizens Federal Credit Union.
Helping Hands Mediation Services
Welcome to Helping Hands Mediation Services, your trusted partner in navigating the complexities of divorce and financial separation with dignity and respect. Located at 8282 Sycamore Drive, New Port Richey, Florida, we specialize in mediation and document preparation to help you take control of your future. At Helping Hands Mediation Services, we understand that divorce doesn't always have to be a conflict-ridden, adversarial process. Many couples can work together amicably to reach a mutually satisfying agreement, leading to an uncontested divorce. This approach is not only more peaceful but also more cost-effective, allowing you to retain more of your finances for your future and your children's well-being.
Zoecklein Law Manatee
Welcome to Zoecklein Law Manatee, your trusted legal partner located at 4916 26th Street West, Bradenton, Florida. We are a dedicated team of experienced attorneys specializing in Wills, Trusts, Estates, and Civil and Real Estate litigation. Our mission is to provide exceptional legal services with integrity and empathy, prioritizing our clients in every interaction. At Zoecklein Law, we focus on Estate Planning and the Administration of Probate and Trusts, offering expertise in Trust and Estate litigation, including Will and Trust Contests, actions against Trustees and Personal Representatives, and more. Our firm is well-versed in handling real estate cases across Florida, assisting clients in recovering property, resolving title issues, and managing unwanted tenants or squatters.
Caring Professional Services, Inc
Welcome to Caring Professional Services, Inc., your trusted partner in home health care located at 1681 W 37th St Unit 13, Hialeah, FL 33012. Proudly serving all of Miami-Dade County, we are a Medicare Certified Licensed Home Health Agency dedicated to providing compassionate and personalized care for you and your loved ones. If you reside in Miami-Dade County and seek reliable home health services, look no further. We accept a wide range of insurance plans, including original Medicare, Medicaid, Veterans Affairs, and private insurance, as well as self-pay options for those not covered. Our comprehensive services are designed to meet your unique needs, ensuring the highest quality of care in the comfort of your home.
Michael S. Fernland - State Farm Insurance Agent
Welcome to Michael S. Fernland - State Farm Insurance Agent, your trusted partner in securing your future and protecting what matters most. Conveniently located at 8250 College Parkway, Fort Myers, Florida, just across from Canterbury School and in the first building of Fountain Court, we are proud to serve all of Florida with a comprehensive range of insurance and financial services. As your dedicated State Farm Agent, I bring a decade of experience in professional advisory services, specializing in Auto, Real Estate, and Insurance. My journey with State Farm began as a team member, and it laid the foundation for my role as your Good Neighbor, committed to helping you achieve your goals.
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