Family business financial services in Naples, Florida

Welcome to Kodie S Fridley - Morgan Stanley, your trusted partner in financial planning and investment management located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our dedicated team is committed to providing personalized financial solutions tailored to meet the unique needs of each client. At Kodie S Fridley - Morgan Stanley, we pride ourselves on our comprehensive approach to wealth management, offering a wide range of services including investment strategies, retirement planning, estate planning, and risk management. Our goal is to help you achieve financial success through careful planning and informed decision-making.

Welcome to Assured Value Claims Public Adjusting, LLC, your trusted partner in navigating the complexities of insurance claims. Located at 5453 Cove Circle, Naples, Florida, we are more than just a public adjusting firm; we are a dedicated team committed to advocating for you and ensuring that you receive the maximum settlement possible with minimal hassle. With over 17 years of experience, our seasoned professionals possess in-depth knowledge of the insurance industry and are passionate about protecting the interests of homeowners and businesses alike. Whether you are dealing with property damage, commercial claims, or issues affecting public institutions like schools, our team is equipped to handle claims of all sizes with the utmost integrity and diligence.

Welcome to FIIC, your trusted partner in comprehensive financial and insurance solutions located at 8805 Tamiami Trail North, Naples, Florida. At FIIC, we are dedicated to providing personalized financial guidance and insurance services tailored to meet the unique needs of individuals, families, and businesses in our community. Our expert team is committed to helping you navigate the complexities of financial planning and risk management, ensuring peace of mind and financial security. Whether you're looking for investment advice, retirement planning, or insurance coverage, FIIC offers a wide range of services to support your financial well-being. Visit us today and discover how we can help you achieve your financial goals with confidence and clarity.

Welcome to Vantage Private Wealth, where your financial goals and family legacy are our top priorities. Located at 5551 Ridgewood Drive, Suite 303, Naples, Florida, our team is dedicated to the preservation and growth of your financial assets through transparent and unbiased advice. Explore our latest insights with the "2024 Q2 Market Commentary: An Economic Tightrope" by our Chief Investment Officer, Megan Horneman, available now. We also invite you to listen to our engaging podcasts, “Markets with Megan” featuring Megan Horneman, and “From the Ground Up” with Leo Kelly, for expert perspectives on the financial landscape.

Welcome to Sunicks Insurance, your trusted partner in securing a brighter future. Conveniently located at 4851 Tamiami Trail North, Naples, Florida, we are a dedicated insurance agency committed to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. At Sunicks Insurance, we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is here to guide you every step of the way, ensuring you have the right coverage to protect what matters most. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of policies from top-rated providers to give you peace of mind.

Welcome to Shoaf Wealth Management Located at 2977 Goodlette-Frank Road North, Suite 60, in the heart of Naples, Florida, Shoaf Wealth Management is committed to providing personalized financial services tailored to meet your unique needs and goals. Our approach is flexible and customizable, ensuring that you receive a planning strategy that aligns perfectly with your aspirations.

Welcome to Bancshares of Florida Inc, your trusted financial partner located in the heart of Naples, Florida. Situated at 3401 Tamiami Trail North, we are dedicated to serving the diverse banking and financial needs of our community. As a premier banking institution, we offer a comprehensive range of services designed to help individuals, families, and businesses achieve their financial goals. Our offerings include personal and business banking solutions, investment advisory services, and tailored financial planning. With a commitment to excellence, our team of experienced professionals is here to provide personalized support and guidance every step of the way. At Bancshares of Florida Inc, we prioritize building lasting relationships with our clients, ensuring that your financial well-being is our top priority.

Welcome to United Commonwealth Bank, your trusted local banking partner located at 2911 Tamiami Trail North, Naples, Florida. As a proud member of the community, we are honored to be recognized as one of the Top 50 Community Banks in the Nation and named by Newsweek as one of America's Best Regional Banks for 2024. At United Commonwealth Bank, we are committed to uniting the enduring principles of American Independence, such as Hard Work, Prosperity, Liberty, Freedom, and Happiness. Our Founder's Checking account offers unmatched savings, convenience, and exclusive benefits, catering to all your financial needs.

Welcome to First Citizens Bank ATM, conveniently located at 3055 Tamiami Trail North, Naples, Florida 34103. As one of America's largest family-controlled banks, we pride ourselves on providing exceptional financial services to our community. Our ATM offers easy access to your funds, enabling you to manage your finances efficiently. Explore our innovative Self-Directed Investing platform, allowing you to invest how and when you want, in real time. We're also committed to making a difference, supporting initiatives like Teen Cancer America to improve the quality of care for teens facing cancer.

Welcome to Harbour Point Insurance, your trusted partner in securing the future of high-net-worth individuals and business owners. Conveniently located at 800 Harbour Drive, Naples, Florida, we specialize in delivering personalized, concierge-style insurance solutions tailored to protect your most valuable assets. At Harbour Point Insurance, we understand the unique needs of our clients and offer a range of exclusive coverages, including the option to insure vehicles for agreed value and broader coverages, ensuring you can enjoy your assets with complete peace of mind. Our strong relationships with leading insurance carriers enable us to provide the most comprehensive and economical solutions available.

Welcome to Truist - ATM, conveniently located at 2092 9th Street North, Naples, Florida 34102. As a trusted financial service provider, we are committed to helping you manage your finances with ease and confidence. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we offer a range of financial solutions tailored to your needs. Our services are delivered through various affiliates of Truist Financial Corporation, ensuring comprehensive support for all your banking and investment needs. At Truist Bank, a Member FDIC, you'll find a variety of banking products and services, including loans and deposit accounts. For trust and investment management services, rely on Truist Bank and Truist Delaware Trust Company. Securities, brokerage accounts, and insurance options, including annuities, are provided by Truist Investment Services, Inc., an SEC-registered broker-dealer and licensed insurance agency. Additionally, investment advisory services are available through Truist Advisory Services, Inc., and GFO Advisory Services, LLC, both SEC-registered investment advisers.

Welcome to FineMark National Bank & Trust, conveniently located at 275 8th Street South, Naples, Florida 34102. As a premier provider of banking, trust, and investment services, we are committed to delivering the highest level of personalized service to our clients. Our comprehensive suite of financial offerings is designed to meet the diverse needs of individuals, families, and businesses, ensuring your financial well-being and success. At FineMark, we pride ourselves on making a positive impact in the communities we serve. Our dedicated team of private wealth advisors and senior bankers are here to guide you with expert knowledge on a variety of financial topics. We invite you to explore our video resource library, where you'll find detailed instructions on managing your online accounts and customizing your banking experience to suit your lifestyle. Additionally, our exclusive library features insightful videos to help you stay informed and financially savvy.

Welcome to Achieva Credit Union, your trusted financial partner located at 4338 Thomasson Drive, Naples, Florida. At Achieva, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. As a member-focused credit union, we offer a comprehensive range of products, including savings and checking accounts, personal and auto loans, mortgages, and investment opportunities. Our dedicated team of financial experts is here to guide you every step of the way, ensuring you achieve your financial goals with confidence and ease. Experience the Achieva difference, where personalized service and community values come together to create a secure financial future for you and your family. Visit us today and discover why Achieva Credit Union is the preferred choice for financial services in Naples, Florida.

Welcome to Truist - ATM, your trusted financial partner located at 8090 Sorrento Lane, Naples, Florida 34114. As a part of Truist Financial Corporation, we are committed to providing exceptional financial services to meet your diverse needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, our comprehensive range of services has you covered. Our offerings include banking products and services, such as loans and deposit accounts, provided by Truist Bank, Member FDIC. For trust and investment management, Truist Bank and Truist Delaware Trust Company are here to assist. If you're interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and licensed insurance agency, is at your service. Additionally, investment advisory services are available through Truist Advisory Services, Inc., and GFO Advisory Services, LLC., both SEC registered investment advisers.

Welcome to Collee Insurance, your trusted insurance agency located at 11520 Tamiami Trail East, Naples, Florida. Proudly serving the community, we specialize in providing comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, auto, business, or life, our dedicated team of experienced professionals is here to guide you every step of the way. At Collee Insurance, we prioritize your peace of mind by offering personalized service and competitive rates, ensuring you and your loved ones are protected. Discover the difference of working with a local agency that values your trust and works diligently to safeguard what matters most to you. Visit us today and let us help you find the right insurance coverage for your future.

Welcome to The A Team, your premier real estate agency located at 28900 Cavell Terrace, Naples, Florida. Operating under the esteemed John R. Wood Christie’s International Real Estate, The A Team is a dynamic group of real estate experts committed to delivering "A Level" service. Our team, consisting of Mal Griffin, Sarah Thompson, and Paige Ives, boasts decades of combined experience and specializes in the purchase and sale of luxury homes and condos in Southwest Florida. Our mission is to ensure a pleasant and efficient home buying or selling experience for each client, supported by a robust team skilled in technology, marketing, and customer care. Whether navigating the complexities of the market, managing open houses, or executing effective marketing strategies, we are equipped to meet your diverse needs. Our office team, affectionately known as the 'Angels', includes front desk staff Julie and Erika, who ensure every client interaction starts with a warm welcome.