Estate advisor in Leesburg, FL
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Sarah Payne - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSarah Payne - Financial Advisor, part of Ameriprise Financial Services, LLC, is located at 8112 Centralia Court in Leesburg, Florida, United States. Sarah Payne holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Sarah Payne is dedicated to providing expert financial advice and personalized services to help individuals achieve their financial goals.
8112 Centralia Ct Ste 105, Leesburg, FL 34788, United States -
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTrey W Clark, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8112 Centralia Court, Leesburg, Florida, offers a wide range of financial services. Trey W Clark holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Trey W Clark provides specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. With a focus on ethical practices and continuing education, Trey W Clark is dedicated to providing personalized financial advice to clients.
8112 Centralia Ct #105, Leesburg, FL 34788, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a prestigious financial institution located at 10715 U.S. 441 in Leesburg, Florida, United States. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Merrill Lynch provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is dedicated to providing top-tier financial services tailored to your individual needs.
10715 US-441, Leesburg, FL 34788, United States -
American Tax & Planning Services
● ClosedAmerican Tax & Planning Services is a finance institution located at 911 West Dixie Avenue in Leesburg, Florida. Our team of experienced professionals is dedicated to providing high-quality tax and financial planning services to individuals and businesses. Whether you need help with tax preparation, retirement planning, estate planning, or investment strategies, we are here to help. Trust American Tax & Planning Services to help you navigate the complex world of finance and secure your financial future.
911 W Dixie Ave, Leesburg, FL 34748, United States -
American Retirement Specialists
● ClosedAmerican Retirement Specialists, located at 1300 Citizens Boulevard in Leesburg, Florida, is a trusted finance institution dedicated to helping retirees optimize their wealth through strategic tax planning programs. With over 50 years of combined in-office experience, our team of Certified Financial Fiduciaries, Annuity Specialists, and IRA/Legacy Planners will work with you to create a detailed retirement plan tailored to your individual needs. From income planning to tax-free retirement investments, we are here to help you feel confident about your financial future. Our experts will help you navigate the complexities of estate taxes and ensure that your wealth is preserved for future generations. As a fiduciary, we always operate in your best interests. Contact us today to start securing a prosperous financial future with American Retirement Specialists.
1300 Citizens Blvd Suite 325, Leesburg, FL 34748, United States -
Mortgage Financial Group Inc
● ClosedMortgage Financial Group Inc, located at 1100 East Alfred Street in Tavares, Florida, is a finance institution that specializes in simplifying the mortgage financing process for those looking to buy their dream home. Founded in 2003 by industry veteran John Ardito, Mortgage Financial Group, Inc is a privately owned Mortgage Banker that offers a full range of mortgage products including FHA, VA, USDA, Conventional, Non-QM, Construction, and Home Equity Lines. As a licensed mortgage banker, Mortgage Financial Group, Inc handles all aspects of the loan process in-house, from origination to closing, making it a competitive alternative to traditional banking institutions. Despite the challenges of the 2008 mortgage meltdown, Mortgage Financial Group, Inc has continued to thrive thanks to its prudent underwriting practices and ability to adapt to changing market conditions.
1100 E Alfred St, Tavares, FL 32778, United States -
Gallery 54 Realty
● OpenGallery 54 Realty is a finance and real estate agency located at 227 North Joanna Avenue in Tavares, Florida. Our institution serves a variety of vibrant communities in Central Florida, including Mount Dora, Seaplane City, Eustis, Howey Mansion, Orlando, Winter Park, Leesburg, and more. Each of these areas offers unique attractions and amenities, from quaint small-town charm to bustling city life. Our team of real estate advisors is dedicated to helping clients find their perfect home in these diverse communities. Whether you're looking for a retirement retreat, a lakefront property, a modern construction, or a historic mansion, we have the expertise to guide you through the process. With homes ranging in price from $95,000 to over a million, we can help you find a property that fits your budget and lifestyle.
227 N Joanna Ave, Tavares, FL 32778, United States
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