Customized risk management solutions in Florida
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AYS Financial Services Inc
● ClosedAYS Financial Services Inc is a leading financial institution located at 474 Northeast 125th Street in North Miami, Florida. Specializing in finance, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, AYS Financial Services Inc is your trusted partner in financial success.
474 NE 125th St, North Miami, FL 33161, United States -
James Carey - UBS Financial Services Inc.
● OpenJames Carey - UBS Financial Services Inc. is a reputable financial institution located at 100 Southeast 2nd Street in Miami, Florida, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals, James Carey - UBS Financial Services Inc. provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, this institution is dedicated to providing top-notch service and guidance.
100 SE 2nd St # 2500, Miami, FL 33131, United States -
John Beggs - UBS Financial Services Inc.
● OpenJohn Beggs - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a focus on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment banking, and asset management. Clients can expect personalized financial solutions tailored to their individual needs and goals. With a team of experienced professionals, John Beggs - UBS Financial Services Inc. is dedicated to helping clients achieve financial success and security.
100 SE 2nd St Suite 2400, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Wilgberto E Gonzalez
● ClosedMerrill Lynch Financial Advisor Wilgberto E Gonzalez, located at 701 Brickell Avenue in Miami, Florida, is a prestigious institution in the finance industry. Our team of experienced and talented advisors is committed to providing exemplary client service, setting the standard for excellence in the industry. Our advisors have received recognition from financial industry publications like Forbes, showcasing our dedication to personalized service and trust-based relationships. We believe in working collaboratively with our clients to develop personalized investment strategies that align with their goals and priorities, no matter the financial environment.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
W. Scott Parker - UBS Financial Services Inc.
● OpenW. Scott Parker - UBS Financial Services Inc. is a reputable financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. As a part of the global UBS network, they offer a wide range of financial services to individuals, families, and businesses. Their team of experienced advisors provide personalized investment strategies, wealth management, retirement planning, and more to help clients achieve their financial goals. With a focus on excellence and integrity, W. Scott Parker - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions to their clients.
401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, United States -
Lonnie Gordon Financial Group
● OpenThe Lonnie Gordon Financial Group is a prominent financial institution located at 4400 Biscayne Boulevard in Miami, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how the Lonnie Gordon Financial Group can help you reach your financial goals.
4400 Biscayne Blvd, Miami, FL 33137, United States -
Access Financial Group, Inc.
● OpenAccess Financial Group, Inc. is a finance institution located in Miami, Florida, United States. They provide a wide range of financial services including wealth management, investment advisory, retirement planning, and insurance solutions. With a team of experienced professionals, Access Financial Group, Inc. is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking for insurance coverage, Access Financial Group, Inc. is committed to providing personalized and comprehensive financial solutions to meet your needs.
690 SW 1st Ct, Miami, FL 33130, United States -
Atlant Capital - Ameriprise Financial Services, LLC
● OpenAtlant Capital - Ameriprise Financial Services, LLC is a finance institution located at 1930 Harrison Street in Hollywood, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. Please visit our website or FINRA’s BrokerCheck website for more information. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Our website rules and regulations, privacy and security center, and information about email fraud are available for your reference. We are a member of FINRA and SIPC. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Atlant Capital - Ameriprise Financial Services, LLC for your financial needs.
1930 Harrison St #208, Hollywood, FL 33020, United States -
Julie Morris Axelrod - Morgan Stanley
● OpenJulie Morris Axelrod - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Julie Morris Axelrod - Morgan Stanley is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Julie Morris Axelrod - Morgan Stanley to help you navigate the complexities of the financial world with confidence and expertise.
1200 S Pine Island Rd Ste 800, Plantation, FL 33324, United States -
Pilar Estrella - Morgan Stanley
● OpenPilar Estrella - Morgan Stanley is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Pilar Estrella - Morgan Stanley offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized advice and solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pilar Estrella - Morgan Stanley is committed to providing expert guidance and support every step of the way.
1200 S Pine Island Rd Ste 800, Plantation, FL 33324, United States -
Merrill Lynch Financial Advisor Myron D Stayman
● ClosedMerrill Lynch Financial Advisor Myron D Stayman is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Our team is supported by the global resources of Merrill and consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We focus on understanding your family, goals, and priorities to create a personalized financial plan that helps you pursue your financial goals while managing investment risk. Our approach is centered around turning your aspirations into reality and addressing your financial needs with insights from Merrill and banking solutions from Bank of America. We believe in helping you achieve financial success by making investment decisions that align with your goals and priorities. By getting to know you personally, we can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let's work together to help you achieve your goals with a customized investment approach tailored to your needs and aspirations.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Private Wealth Advisor Max A Figueroa
● OpenMerrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Fernando A Coello de Portugal
● ClosedMerrill Lynch Financial Advisor Fernando A Coello de Portugal is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. As part of the New York International Group, we believe in building strong relationships through teamwork and involvement. Our advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America to provide you with comprehensive financial advice and guidance. Our mission is to understand you and your financial goals, asking thoughtful questions and listening carefully to create a personalized plan to help you pursue your aspirations while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.
701 Brickell Ave 10th floor, Miami, FL 33131, United States -
The Carey Group - UBS Financial Services Inc.
● OpenThe Carey Group - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida. As a part of UBS Financial Services Inc., they offer a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, they provide personalized financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Carey Group - UBS Financial Services Inc. is committed to helping you achieve financial success.
100 SE 2nd St # 2500, Miami, FL 33131, United States -
Ofer Levy - Raymond James
● OpenOfer Levy - Raymond James is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to providing personalized service and tailored solutions, Ofer Levy - Raymond James is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
18851 NE 29th Ave Ste 407, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Bradley M Lipkowitz
● ClosedMerrill Lynch Financial Advisor Bradley M. Lipkowitz, located at 19495 Biscayne Boulevard in Aventura, Florida, is a finance institution dedicated to helping clients manage their wealth and pursue their financial goals. With a focus on personalized wealth management strategies, Bradley Lipkowitz offers access to the investment insights of Merrill and the banking solutions of Bank of America. By understanding what matters most to each client, he creates flexible strategies tailored to changing market conditions. As a Merrill Lynch Wealth Management Advisor, Bradley Lipkowitz believes in building strong relationships with his clients by actively participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered on their goals and aspirations. By listening to clients' needs and priorities, he designs financial approaches that evolve with their changing life circumstances.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Mario Black
● ClosedMerrill Lynch Financial Advisor Mario Black is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Mario Black, a Chartered Financial Analyst, is dedicated to providing excellent service and personalized investment strategies tailored to your goals and priorities. With Merrill Personal Wealth Analysis™, Mario can help you build a personalized plan focused on what you want to achieve. By understanding what matters most to you, Mario can help you manage, grow, and preserve your wealth while also considering the impact for years to come. The institution offers a range of financial solutions and investment insights to help you achieve your goals. Mario Black is registered to do business in DE, FL, and WY. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. With a dedicated advisor by your side, you can receive personalized strategies and comprehensive financial solutions to help you live your best financial life.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Ehsan S. Bassam
● ClosedMerrill Lynch Financial Advisor Ehsan S. Bassam, located at 19495 Biscayne Boulevard in Aventura, Florida, is a finance institution that specializes in helping affluent families navigate the complexities of increasing wealth. The Bassam Group offers a family-office style approach to wealth management, providing tailored support that addresses the full breadth of your financial life. Ehsan Bassam, a Wealth Management Advisor with a background in education and service, aims to help clients pursue their financial goals by utilizing Merrill's global resources. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is committed to helping you achieve your financial aspirations. By working with Ehsan and his team, you can create a personalized financial plan centered on your goals and focused on what you want to achieve. Let Merrill Lynch be your lifelong guide and ally in transforming your dreams into action.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Guy Gustavo Loret-de-Mola
● ClosedMerrill Lynch Financial Advisor Guy Gustavo Loret-de-Mola, located at 701 Brickell Avenue in Miami, Florida, is a finance institution supported by the global resources of Merrill. Comprised of talented and experienced individuals, the institution is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Through conversations, the advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor LEON FRIEDLANDER
● ClosedMerrill Lynch Financial Advisor LEON FRIEDLANDER, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, is a finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, LEON FRIEDLANDER offers a comprehensive approach to wealth management. By participating in the community and volunteering with local organizations, LEON FRIEDLANDER demonstrates a commitment to serving the needs of clients and the community. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can work with LEON FRIEDLANDER to develop a customized financial plan that reflects their unique needs and aspirations. As life and goals change, LEON FRIEDLANDER provides tools and ongoing support to help clients stay on track towards achieving their financial objectives. By focusing on understanding the individual goals and priorities of each client, LEON FRIEDLANDER aims to design and implement a personalized plan to help clients pursue their financial goals and manage investment risk. With a dedication to putting clients first and providing personalized investment strategies, LEON FRIEDLANDER helps clients navigate the complexities of their financial lives and achieve their financial aspirations.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
The Ponczek Group - UBS Financial Services Inc.
● OpenThe Ponczek Group - UBS Financial Services Inc. is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. With a focus on providing top-notch financial services, The Ponczek Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, the team at The Ponczek Group is dedicated to delivering exceptional service and results. Trust in their expertise and experience to guide you towards a secure financial future.
18851 NE 29th Ave 11th Floor, Aventura, FL 33180, United States -
The Pickard Poser Group - Morgan Stanley
● OpenThe Pickard Poser Group at Morgan Stanley is a renowned finance institution located in Aventura, Florida, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Pickard Poser Group offers personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Corey B. Daniels
● ClosedMerrill Lynch Financial Advisor Corey B. Daniels, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Corey can create a flexible strategy tailored to today's market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, Corey is committed to helping you pursue your goals through personalized wealth management strategies. Corey Daniels follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations. By focusing on what matters most to you - whether it's transferring wealth, planning for retirement, or funding a child's education - Corey works to develop a financial approach that aligns with your values and priorities.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Lesya Pelyushko
● ClosedMerrill Lynch Financial Advisor Lesya Pelyushko, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's family, goals, and priorities, adapting their approach as these factors evolve over time. By asking thoughtful questions and listening carefully, the advisors at Merrill Lynch work to create personalized financial plans that help clients pursue their goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with clients to develop strategies to address their financial needs. Through conversations, the advisors help clients identify and prioritize their goals, providing advice and guidance to help them stay informed and on track. By utilizing tools like the Investment Personality Assessment, Merrill Lynch is able to customize financial approaches to align with each client's unique preferences and aspirations. With a focus on helping clients achieve their goals, the advisors at Merrill Lynch Wealth Management work to build and document personalized plans centered on what matters most to each individual. By regularly reviewing and adjusting financial approaches as needed, the team at Merrill Lynch aims to help clients stay on track to achieve their goals. Through a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. With a commitment to always putting clients first, the advisors at Merrill Lynch strive to help each individual live their best financial life.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Murray Street Capital Advisors
● ClosedMurray Street Capital Advisors is a finance institution located at 1845 Southeast 4th Avenue in Fort Lauderdale, Florida. Our team of experienced financial advisors provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, our team is here to help. With a focus on personalized service and a commitment to integrity, Murray Street Capital Advisors is dedicated to helping clients build and protect their wealth. Contact us today to learn more about how we can help you achieve financial success.
1845 SE 4th Ave, Fort Lauderdale, FL 33316, United States -
Merrill Lynch Financial Advisor Gabriela Adessi
● ClosedMerrill Lynch Financial Advisor Gabriela Adessi, located at 355 Alhambra Circle, Coral Gables, Florida, is a trusted finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Ranked on the 2024 Forbes “Best-in-State Wealth Management Teams” list, Merrill Lynch focuses on understanding each client's individual goals and priorities, helping them create a personalized financial plan to pursue their objectives while managing investment risk. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive tailored financial solutions that adapt to their changing life and goals. With access to premier customer service and financial tools, Merrill Lynch Financial Advisor Gabriela Adessi is committed to helping clients achieve their financial goals and stay on track, no matter what changes may arise. Contact Merrill Lynch today to start building a customized investment approach that addresses your needs and aspirations.
355 Alhambra Cir Suite 1502a, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Michael A Brener
● ClosedMerrill Lynch Financial Advisor Michael A Brener is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on understanding your family, goals, and priorities, adapting to changes over time. Their mission is to help you design and implement a personalized plan to pursue financial goals and manage investment risk. By getting to know you better as an investor through the Investment Personality Assessment, they can customize a financial approach to help you reach your goals. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs. The advisors at Merrill Lynch help you stay on track to achieve what matters most to you, offering personalized investment strategies and comprehensive financial solutions. They provide the latest investment insights, tips, and strategies to help you live your best financial life. With certifications such as CIMA®, CPM®, CFP®, and ChFC®, the team is equipped to help you navigate the complexities of your financial life. Investing involves risk, and it's important to consult legal and tax advisors before making any financial decisions. Let Merrill Lynch Financial Advisor Michael A Brener help you achieve your financial goals.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Steven Sacoolas: Primerica - Financial Services
● ClosedSteven Sacoolas: Primerica - Financial Services is a reputable finance and insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida, United States. With a strong focus on providing top-notch financial services, Steven Sacoolas and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is committed to providing personalized solutions tailored to your individual needs. Trust in Steven Sacoolas and Primerica for expert financial advice and exceptional customer service.
905 E Martin Luther King Jr Dr STE 206, Tarpon Springs, FL 34689, United States -
Palm Valley Insurance, Inc.
● ClosedPalm Valley Insurance, Inc. is a reputable insurance agency located at 1224 3rd Street North in St. Petersburg, Florida. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, their team of knowledgeable agents is dedicated to providing personalized solutions tailored to your specific needs. Trust Palm Valley Insurance, Inc. to protect what matters most to you.
1224 3rd St N Ste 5, St. Petersburg, FL 33701, United States -
Lay Insurance Group
● ClosedLay Insurance Group is a trusted insurance agency located at 9770 Gardens East Drive in Palm Beach Gardens, Florida. We pride ourselves on treating our clients like family, not just a name on a policy. With access to a wide range of insurance products, we can help you find the right coverage for your needs. Founded by Tom in 1996, Lay Insurance Group is dedicated to building strong relationships with our clients. Maureen, who has been by Tom's side every step of the way, is always available to answer any questions you may have about your insurance needs.
9770 Gardens E Dr, Palm Beach Gardens, FL 33410, United States
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