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TOP 30 Financial advice for seniors in Boca Raton, FL
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Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC
Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC, located at 5200 Town Center Circle, Boca Raton, Florida, United States, is a prestigious institution specializing in providing expert financial advice and services. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Ernie Velez are highly qualified to address the diverse needs of individuals, retirees, small business owners, and high net worth clients. From asset management and investment strategies to estate planning and risk management, the team at Ernie Velez is dedicated to helping clients achieve their financial goals. Whether you are looking for advice on annuities, retirement planning, or estate planning, the experienced advisors at Ernie Velez have the expertise to guide you through the complex world of finance. With a commitment to ethics and ongoing professional education, Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients secure their financial future.
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida, is a finance institution offering a range of services to meet the needs of individuals seeking wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Edward Wacks are equipped to provide expert guidance on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, the team at Edward Wacks is committed to upholding a code of ethics and delivering personalized solutions to help you achieve your financial goals. With a focus on client assessment, risk management, and investment performance, the advisors at Edward Wacks strive to provide comprehensive and tailored portfolio management services. Whether you are seeking advice on fixed-rate and variable annuities, estate planning, retirement planning, or specialized financial planning for seniors or individuals with special needs, the team at Edward Wacks has the expertise and experience to guide you through the complexities of financial planning. Contact Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to schedule a consultation and take the first step towards securing your financial future.
Medicare Resource Center
The Medicare Resource Center, located at 3080 Jog Road in Greenacres, Florida, is a health insurance agency dedicated to helping individuals find the best Medicare and health insurance plans for their needs and budget. With experienced agents in Greenacres, Boca Raton, Port St. Lucie, Pittsburgh, and Lancaster, the center offers personalized assistance in choosing from a variety of plans, including Medicare Advantage, Medicare Supplements, and Part D prescription drug plans. Absolute Best Insurance, established in 2010, has a team of dedicated agents specializing in ACA Insurance, Major Medical Health Insurance, Medicare Supplements, Medicare Advantage Plans, Part D Prescription Drug Plans, Health Insurance, Life insurance, and Long Term Care Insurance. The center prides itself on providing unbiased advice and personalized service to each client, ensuring that they find a plan that best suits their individual needs.
Priority Life Insurance Group
Priority Life Insurance Group is a leading insurance agency located in Boca Raton, Florida. Our dedicated team of professionals is committed to providing high-quality insurance products and personalized service to meet the unique needs of our clients. Whether you are looking for life insurance, health insurance, or retirement planning services, we have the expertise and resources to help you make informed decisions about your financial future. Visit us at 370 Camino Gardens Boulevard and let us help you protect what matters most.
The Life Insurance Professionals
The Life Insurance Professionals is a trusted insurance agency located at 9867A Boca Gardens Trail in Boca Raton, Florida. Our team of experienced professionals is dedicated to helping individuals and families find the right life insurance coverage to protect their loved ones and secure their financial future. With a commitment to personalized service and tailored solutions, we strive to provide our clients with peace of mind and confidence in their insurance choices. Contact us today to learn more about our services and how we can assist you in finding the best life insurance policy for your needs.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
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