Family wealth in Mount Dora, Florida

Allstate Personal Financial Representative: Michael Melvin is a finance and insurance agency located at 4280 County Road 19A in Mount Dora, Florida, United States. Michael Melvin is dedicated to providing personalized financial planning services to help individuals and families achieve their financial goals. With a focus on insurance products and investment strategies, clients can trust in Michael Melvin's expertise and guidance to secure their financial future. Whether you are looking for retirement planning, insurance coverage, or investment advice, Allstate Personal Financial Representative: Michael Melvin is here to help you every step of the way. Contact them today to schedule a consultation and start planning for a secure financial future.

Oxford Advisory Group is a finance institution located at 1502 North Donnelly Street, Mount Dora, Florida, United States. Specializing in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security, we pride ourselves on our financial services, insights, and experience. Our team is dedicated to helping individuals and families achieve their ideal retirements through personalized financial planning. As a member of AdventHealth Foundation Central Florida’s Professional Advisory Network, we also collaborate with AdventHealth to ensure your charitable needs are met. At Oxford Advisory Group, we believe in giving back to our community and supporting our community’s health and wellbeing through philanthropy. Our website offers general information and resources on investment advisory services, but should not be considered as specific investment advice. We are a federally registered investment adviser under the Investment Advisers Act of 1940, and our team is committed to providing you with the knowledge and foresight needed to navigate the complexities of wealth management. Contact us today to learn more about how we can help you preserve and grow your wealth.

Sage Point Financial is a reputable finance institution located at 3800 Lake Center Drive in Mount Dora, Florida, United States. With a focus on providing personalized financial services and solutions, Sage Point Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers a wide range of financial services, including investment planning, retirement planning, and wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Sage Point Financial is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor Renee E Burke, CFP®|AAMS™ is a trusted financial institution located at 4701 County Road 19A in Mount Dora, Florida, United States. Specializing in comprehensive financial planning and investment management, Renee E Burke is a Certified Financial Planner and Accredited Asset Management Specialist dedicated to helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor Renee E Burke, CFP®|AAMS™ provides top-notch financial services to individuals and families in the Mount Dora area.

Baum Book is a specialized accounting and finance institution located at 120 East 4th Avenue in Mount Dora, Florida, United States. Our services cater to individuals who have achieved a certain level of success and wealth but are too busy to manage the tedious financial tasks that come with it. Whether you need assistance with remembering bill due dates, insurance renewals, tax payments, or creating accurate NBVs for your passive-income streams or property investments, Baum Book is here to help. We can also create amortization schedules and track loan repayments for those who provide loans to friends or family.