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TOP 30 Financial advice for couples in Florida
21 results found
Search for local businesses, places and services near you
Dougherty Financial Planning, LLC
Dougherty Financial Planning, LLC is a finance institution located at 2457 Care Drive in Tallahassee, Florida. As a "fee only" advisor, we prioritize client needs and risk tolerances over commissions. Our team utilizes statistical and fundamental analysis to manage client assets, representing a wide range of clients including everyday working people, local business owners, and high net worth individuals. We use econometric models to analyze market conditions and develop investment strategies, combining intrinsic value, dividends, income, and hedges based on your risk tolerance and demographics. Our proprietary 20 variable statistical model, along with traditional and complex analyses, helps us determine the relative value of both "value" and "growth" stocks. Edward W. Dougherty III, Principal and Investment Advisor Representative, leads our team in providing personalized financial planning services. Visit our website or contact us for more information about our services and how we can assist you with your financial goals.
North Florida Financial Planning, Protecting
North Florida Financial Planning, Protecting is a leading finance institution located in Marianna, Florida, United States. Our team of expert financial planners is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and protection strategies. Whether you are looking to save for retirement, invest in the stock market, or protect your assets, we are here to provide personalized guidance and support every step of the way. Trust North Florida Financial Planning, Protecting to secure your financial future and safeguard your wealth.
Everwell Financial
Everwell Financial is a finance institution located at 1591 Hayley Lane, Fort Myers, Florida, United States. We provide personalized and compassionate financial solutions tailored to each client's unique situation. As a Top of the Table Member of Million Dollar Round Table, MDRT®, we strive to empower clients to achieve their financial goals and secure their retirement with a golden parachute. Our services are customized to meet the individual needs of each client, and we specialize in creating retirement financial plans that expect the unexpected. As fiduciary financial advisors, we are committed to acting in the best interest of our clients when offering investment advice and managing portfolios. Our founder, Danielle, is passionate about financial planning and building confidence for women, drawing from personal experiences to help clients avoid financial heartache from unforeseen tragedies. We work with couples, widowed or divorced women, and individuals to create a secure and fulfilling retirement plan.
Independent Financial Planning
Independent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
A Couples Tax Inc
A Couples Tax Inc is a trusted accounting, finance, health, and insurance agency located at 10195 West Sample Road in Coral Springs, Florida, United States. Specializing in helping couples navigate the complexities of taxes, finances, and insurance, our team of experts is dedicated to providing personalized and comprehensive services to ensure the financial well-being of our clients. Whether you need assistance with tax preparation, financial planning, health insurance, or any other financial matter, A Couples Tax Inc is here to help you and your partner achieve your financial goals.
Kansas City Life Insurance Co
Kansas City Life Insurance Co is an insurance agency located at 2933 Kerry Forest Parkway in Tallahassee, Florida. They offer a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and reliable coverage, Kansas City Life Insurance Co is dedicated to helping clients find the right policies to meet their needs. Their experienced team of agents is ready to assist customers with expert advice and guidance on choosing the best insurance options for their unique situations. Trust Kansas City Life Insurance Co to provide peace of mind and security for you and your loved ones.
Heartland Retirement Group
Heartland Retirement Group is an insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida. Our dedicated team specializes in helping individuals plan for a secure and comfortable retirement. We offer a range of insurance products and services to ensure our clients have peace of mind for their golden years. Contact us today to start planning for your future with Heartland Retirement Group.
PlanLife Insurance
PlanLife Insurance is a leading insurance agency located at 6735 Conroy Road in Orlando, Florida, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families. Our dedicated team of experienced professionals is committed to helping clients find the right insurance solutions to protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, PlanLife Insurance is here to help. Contact us today to learn more about how we can assist you with your insurance needs.
Alexa Insurances
Alexa Insurances is an insurance agency located at 1742 Lee Janzen Drive, Kissimmee, Florida, United States. Our mission is to protect your well-being and that of your family in the USA. Discover the perfect insurance for you with our affordable and high-quality insurance options. Our expert agents are here to help you find the best coverage for your needs and budget. We offer an investment with a life insurance policy at no additional cost. We are a leading insurance company in the USA, providing financial protection and security to our clients for many years. On our website, you will find a wide variety of insurance options to meet your specific needs. We work with a network of reputable insurance companies nationwide. Our insurance experts are highly trained to provide you with the best advice on your insurance needs and offer resources and tools to help you make informed decisions. We are committed to providing you with the best insurance protection and customer service at all times.
New York Life Insurance Company
New York Life Insurance Company, located at 7111 Fairway Drive, Palm Beach Gardens, Florida, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market. Whether you need assistance with everyday tasks, income replacement due to illness or injury, or investment strategies for education expenses, New York Life has you covered. Their professionally managed investments offer potential market gains, low fees, and the flexibility to quickly buy or sell bundled investments. With a focus on helping individuals and businesses thrive, New York Life provides expert guidance to create tailored solutions for your financial needs. They also offer insurance for employees, executives, business owners, and more, ensuring that everyone can benefit from their comprehensive services.
Stinley Life Insurance
Stinley Life Insurance is a reputable insurance agency located at 412 Deer Point Drive in Gulf Breeze, Florida, United States. We specialize in providing a wide range of life insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future with quality insurance coverage. Contact us today to learn more about our offerings and how we can help you secure peace of mind for the future.
Retirement Advisory Consultants
Retirement Advisory Consultants is a leading finance, health, and insurance agency located at 6521 Main Street in New Port Richey, Florida, United States. Our team of expert advisors specializes in providing personalized retirement planning services to help individuals make informed decisions about their financial future. Whether you are looking to maximize your retirement savings, navigate healthcare options, or secure the right insurance coverage, our dedicated consultants are here to guide you every step of the way. Trust Retirement Advisory Consultants to help you achieve peace of mind and financial security in your golden years.
HSR Senior Life
HSR Senior Life is an insurance agency located at 2462 Laurel Road East in Nokomis, Florida. We specialize in providing insurance solutions tailored to the needs of senior citizens, offering a range of policies to ensure peace of mind and financial security in later years. Our team of experienced agents are dedicated to helping seniors navigate the complexities of insurance coverage, providing personalized service and expert advice. Whether you are looking for health insurance, life insurance, or retirement planning options, HSR Senior Life is here to help you make informed decisions and secure your future. Visit us today to learn more about how we can support you in your senior years.
Barry A. Nelson - Law Offices of Nelson & Nelson PA
Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.
Fleurinord Law PLLC
Fleurinord Law PLLC is an Estate Planning, Probate and Tax Law Firm with offices in Houston, TX and Miami, FL. Located at 20900 Northeast 30th Avenue in Aventura, Florida, United States, our institution offers comprehensive representation by combining legal expertise and financial knowledge to provide effective solutions for your family and small business. Our tailored legal services cater to your unique business needs, whether you require assistance with estate planning, probate, tax matters, or business operations. With experienced lawyers by your side, we can help you navigate complex legal procedures with minimal cost and effort. Whether you need a simple will, trust, or advice on federal and state taxes, Fleurinord Law PLLC is dedicated to resolving your legal issues. Our personalized service ensures that we understand your individual needs and provide the best possible solutions. Contact us at our Texas or Florida offices for expert legal assistance in starting your own business, protecting your assets in a same-sex marriage, or addressing the latest developments in corporate transparency laws. We look forward to meeting you and helping you achieve your legal goals.
FPA Tampa Bay
FPA Tampa Bay is a renowned finance institution located at 2157 West Linebaugh Avenue in Tampa, Florida, United States. With a team of experienced financial professionals, FPA Tampa Bay offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, FPA Tampa Bay is dedicated to providing personalized and comprehensive financial guidance to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
Mom and Dad Money, LLC
Mom and Dad Money, LLC is a finance institution located at 1121 Nestling Court in Gulf Breeze, Florida, United States. As a Certified Financial Planner with personal experience in managing the financial responsibilities that come with starting a family, the institution understands the challenges and pressures that parents face. Whether you are feeling overwhelmed and unsure where to start, or seeking guidance on how to align your financial decisions with your life goals, Mom and Dad Money is here to help. The mission of the institution is to empower parents to feel confident in their financial decisions, so they can focus on enjoying life with their families. Let Mom and Dad Money guide you towards building a better financial future for you and your loved ones.
Jarrett Bostwick
Jarrett Bostwick is a finance institution located at 12012 South Shore Boulevard, Wellington, Florida, United States. At Jarrett Bostwick, we understand that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. We empower your decision-making with expert guidance and provide seamless financial management for your family and your future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. We help you invest in your community intelligently and offer bespoke investment strategies aligned with your financial objectives.
Holisic Wealth Planning TM
Holistic Wealth Planning TM is a finance institution located at 1740 Northwest 2nd Street in Delray Beach, Florida, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services that take into account all aspects of your financial well-being. From investment strategies to retirement planning, we work with you to create a customized plan that aligns with your goals and values. Trust us to help you achieve financial success and peace of mind.
ELITE PREMIUM INC.
Elite Premium Inc. is a top-tier accounting and finance institution located at 9445 Southwest 40th Street in Miami, Florida, United States. We are dedicated to providing our clients with the highest quality of service to help them achieve their financial goals. Specializing in assisting both domestic and foreign companies, we excel in managing accounting tasks and ensuring timely report filings. With over two decades of experience, we have successfully guided individuals on their business activities, expansions, and financial movements in the United States, even for entrepreneurs residing abroad.
Christ-centered marriage counseling and tax evasion homestead.
Welcome to our Christ-centered marriage counseling and tax evasion homestead located at 414 Kirkland Court in Orange Park, Florida. Our institution combines the spiritual guidance of a church with financial advice and support for couples facing challenges in their marriage. We believe in the power of faith to strengthen relationships and provide a safe space for couples to explore their issues. In addition, our team of financial experts can help navigate the complexities of tax evasion and provide guidance on managing finances ethically. Join us at our place of worship as we work together to build strong, healthy marriages and financial stability.
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