TOP 10 Best Family financial planning services in Leesburg, Florida

Addition Financial Credit Union in Leesburg is a reliable financial institution conveniently located at 8040 U.S. 441 in Leesburg, Florida. As a credit union, they offer a wide range of banking services including ATM access, loans, savings accounts, and more. With a focus on providing exceptional customer service and competitive rates, Addition Financial Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit them today to experience the difference of banking with a trusted community institution.

Nationwide Insurance & Financial Services is a reputable insurance agency located in Leesburg, Florida, United States. We offer a wide range of insurance products and financial services to meet the needs of individuals, families, and businesses. Our experienced agents are dedicated to providing personalized solutions and excellent customer service. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about our comprehensive insurance options and financial planning services.

Pernell Mitchell: Primerica - Financial Services is a finance and insurance agency located at 1014 North Street in Leesburg, Florida, United States. With a focus on helping individuals and families achieve financial security and success, our experienced team offers a range of services including investment planning, retirement savings, insurance coverage, and more. Whether you are looking to build wealth for the future or protect your assets, we are dedicated to providing personalized solutions and expert guidance to help you reach your financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Edward Jones - Financial Advisor: Parker P Brown, AAMS™ is a reputable financial institution located at 26540 Ace Avenue in Leesburg, Florida, United States. Specializing in finance, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Parker P Brown, AAMS™ is dedicated to helping individuals and families secure their financial future.

BlackSands Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 8112 Centralia Court, Leesburg, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services. We offer initial consultations to discuss your financial goals and provide an overview of financial planning concepts. Please note that we cannot guarantee future financial results. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the security and privacy of our clients' information. 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 BlackSands Wealth Group - Ameriprise Financial Services, LLC for your financial needs.

AMAC Broker Services is a reputable health insurance agency located at 2130 Tally Road in Leesburg, Florida, United States. With a team of experienced brokers, they specialize in helping individuals and families find the right health insurance coverage that meets their needs and budget. Whether you are looking for individual health insurance, Medicare supplement plans, or group health insurance for your business, AMAC Broker Services is dedicated to providing personalized and professional service to ensure you have the coverage you need. Contact them today to learn more about their services and how they can help you navigate the complex world of health insurance.

Prudential | Mark Hawkins | Life Insurance & Financial Services is a reputable finance and insurance agency located at 427 South 9th Street in Leesburg, Florida, United States. With a strong focus on providing top-notch life insurance and financial services, clients can trust in the expertise and professionalism of Mark Hawkins and his team. Whether you are looking to protect your family's future with life insurance or seeking guidance on financial planning, Prudential is dedicated to helping you achieve your goals. Visit their office today to learn more about the personalized services they offer.

Legaci Financial Services is a reputable finance institution located at 711 West Main Street in Leesburg, Florida, United States. With a focus on providing top-notch financial services to individuals and businesses, Legaci Financial Services offers a wide range of solutions including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you make the most of your finances.

Edward Jones - Financial Advisor: Craig A Dykstra, AAMS™ is a trusted financial institution located in Leesburg, Florida. With a focus on personalized service and tailored financial planning, Craig Dykstra and his team provide expert advice and guidance to help clients achieve their financial goals. As an Accredited Asset Management Specialist, Craig brings a high level of expertise and professionalism to every client interaction. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us at 26540 Ace Avenue to learn more about our services and how we can help you reach your financial goals.

Edward Jones - Financial Advisor: Thom Craig III is a reputable finance institution located at 27615 US Highway 27 in Leesburg, Florida, United States. As a trusted financial advisor, Thom Craig III provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Thom Craig III is dedicated to providing top-notch financial advice and guidance to clients in the Leesburg area.

Trey 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.

Victoria Carosella - State Farm Insurance Agent is a dedicated insurance agency located at 617 U.S. 301 in Sumterville, Florida. Our team is motivated, knowledgeable, and passionate, ready to assist you with all your insurance needs. We aim to provide you with the information and guidance necessary to make informed decisions to protect what matters most to you. As a State Farm agent since 2015, I have a deep belief in State Farm's products and have been a loyal customer since I first started driving. Our office offers a range of insurance products including auto, home, life, business, pet insurance, Quicken loans, and other banking products. We serve the towns of The Villages, Clermont, Wildwood, Webster, Bushnell, Lake Panasoffkee, Fruitland Park, Leesburg, and other surrounding areas. Our team is committed to providing efficient and professional service to our customers in Sumterville and the surrounding areas. We conduct personalized comprehensive reviews of our customers' insurance needs to ensure they have the right coverage. Whether you need auto, home, life, or small business insurance, we are here to help. We prioritize building lasting relationships with our customers, family, and community to make a positive impact.

Lake Insurance Solutions is an insurance agency located at 10401 U.S. 441 in Leesburg, Florida. Our mission is to help individuals, businesses, and families with all their insurance needs. We strive to save consumers money, reduce risk for businesses, and protect and preserve the financial future of families. Our team is dedicated to providing personalized service and finding the best insurance solutions for our clients. We represent top insurance carriers and are committed to helping you find the coverage that fits your needs. Contact us today to see how we can assist you.

Trustco Bank is a trusted institution located at 1330 Citizens Boulevard in Leesburg, Florida, United States. Specializing in ATM, banking, and finance services, Trustco Bank offers a variety of accounts and lending options to meet your financial needs. From Home Town Investment Checking Accounts to Home Equity Lines of Credit, Trustco Bank is committed to providing exceptional service to its customers. With over 140 convenient locations and a state-of-the-art mobile app, Trustco Bank makes managing your finances easy and convenient. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs nationwide. Trustco Bank has been recognized for its excellence in banking, earning awards such as the "Bestie Award" and being named the Best Small Bank in New York State by Newsweek.

AmeriLife of Lake County, LLC is a leading finance, health, and insurance agency located at 9800 U.S. 441 in Leesburg, Florida, United States. With a strong commitment to providing top-notch services and products, AmeriLife of Lake County, LLC is dedicated to helping individuals and families secure their financial future and protect their health through comprehensive insurance coverage. Whether you are in need of life insurance, health insurance, or retirement planning services, the experienced professionals at AmeriLife of Lake County, LLC are here to guide you every step of the way. Trust AmeriLife of Lake County, LLC to provide you with the peace of mind and security you deserve.

Dr. Ying Lei, MD is a comprehensive healthcare institution located at 225 East 7th Street, Apopka, Florida, United States. Our institution offers medical, dental, and specialty care for both children and adults throughout Central Florida. Patients can complete forms online before their visit and have 24-hour access to their personal health information. Skip the line and refill prescriptions online, view a list of our compassionate medical providers, and get answers to general questions, billing inquiries, and feedback. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. Community Health Centers (CHC) is an organization of family health centers that provide high-quality, affordable medical, pediatric, dental, and pharmacy care throughout Central Florida. Our rating is calculated based on internal patient surveys across all locations. Since 1972, we have been providing timely, affordable, and quality care to our patients. Our goal is to help you and your loved ones stay healthy.

Dr. Lara A. Thalji, DDS (The Dental Touch) is a reputable dental institution located at 918 East Dixie Avenue in Leesburg, Florida, United States. Dr. Thalji and her team provide top-notch dental care services in a welcoming and comfortable environment. Specializing in a wide range of dental treatments, including general dentistry, cosmetic dentistry, and preventive care, they are committed to helping their patients achieve optimal oral health and beautiful smiles. With a focus on patient education and personalized treatment plans, The Dental Touch strives to deliver high-quality care that exceeds expectations. Whether you need a routine check-up, teeth whitening, or a more complex procedure, Dr. Thalji and her team are dedicated to providing exceptional dental care to patients of all ages.

Ramon Fonseca is a healthcare institution located at 110 South Woodland Street in Winter Garden, Florida, United States. We offer a wide range of medical, dental, and specialty care services for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to their personal health information. Our patients can also refill prescriptions online and view a list of our caring medical providers. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. We are committed to providing quality and compassionate primary healthcare services to the diverse communities of Central Florida. Our services include family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. We have locations in Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including those from the Health Insurance Marketplace, and offer a sliding discount program for eligible patients. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website. Contact us to report any errors and for general inquiries, billing, records, and feedback.

Merrill 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.

Dr. Theresa Palomeque is a reputable institution located at 210 East 7th Street in Apopka, Florida, United States. Specializing in dental and health services, we offer medical, dental, and specialty care for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to personal health information. Skip the line and refill prescriptions online, view a list of our caring medical providers, and contact us for general inquiries, billing, records, and feedback. Appointments can be rescheduled or canceled by calling 407-905-8827 or 352-314-7400. Our mission is to provide quality and compassionate primary healthcare services to Central Florida's diverse communities. We offer a range of services including family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. Our locations include Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including Florida Medicaid and Florida KidCare, and offer a sliding discount program. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website.