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TOP 30 Financial advice for seniors in Florida
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Senior Financial Security Inc
Senior Financial Security Inc is a finance institution located at 8564 East County Road 466 in The Villages, Florida. Our mission is to provide comprehensive financial security solutions tailored specifically for seniors. Our team of experienced professionals is dedicated to helping seniors navigate the complexities of retirement planning, investment management, and estate planning. With a focus on personalized service and integrity, we strive to empower our clients to make informed financial decisions that will protect and secure their assets for the future. Trust Senior Financial Security Inc to safeguard your financial future.
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.
Senior Justice Law Firm
Senior Justice Law Firm is a legal institution located at 412 East Madison Street in Tampa, Florida, United States. Specializing in elder abuse cases, our attorneys are dedicated to helping families navigate through difficult situations such as injury, bedsore, fracture, or wrongful death in nursing homes. With a focus on obtaining justice and compensation for victims of nursing home abuse, our highly experienced attorneys are here to provide legal advice and representation for Tampa residents. Tampa, a rapidly growing city in Hillsborough County, has a significant issue with nursing home understaffing, leading to preventable injuries and deaths among residents. With a large population of seniors in Tampa, the need for legal assistance in cases of elder abuse and neglect is crucial. Our firm is here to help families hold negligent facilities accountable and seek justice for their loved ones.
Merrill Lynch Financial Advisor Joseph A. Gutierrez
Merrill Lynch Financial Advisor Joseph A. Gutierrez is a CERTIFIED FINANCIAL PLANNER™ professional, International Wealth Advisor, and Senior Vice President at Merrill Lynch Wealth Management in Miami, Florida. With over 25 years of experience in the financial services industry, Joseph provides personalized investment advice, guidance, and education to individuals, families, and businesses to help them grow and preserve their wealth. He prioritizes his clients' best interests and aims to deliver top-notch strategies and service to help them achieve their financial goals. Located at 701 Brickell Avenue, Joseph and his team at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Joseph and his team are dedicated to helping you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a tailored approach to address your financial needs and help you reach your goals. As your life and goals evolve, they will regularly review and adjust your financial approach to keep you on track. By getting to know you personally and understanding your priorities, Joseph can design and implement a personalized plan to manage investment risk and help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor Joseph A. Gutierrez in Miami, Florida, to start working towards your financial goals today.
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV is located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on building and maintaining strong relationships with clients, Ben is passionate about helping individuals and families make important financial decisions. He prides himself on creating lasting connections with clients through a goals-based wealth management approach, providing personalized investment advice and guidance. Ben has experience assisting clients with various financial milestones such as retirement planning, education funding, inheritance, and business sales. He also specializes in managing concentrated stock positions and minimizing tax liabilities. Ben graduated from James Madison University with a B.S. in Psychology and has been with Merrill since 2012. In his free time, he enjoys spending time near the water, playing golf, and relaxing with his family. Ben serves as an Assistant Wrestling Coach at the Episcopal School of Jacksonville and is on the Board of Directors for the St. Johns Riverkeeper. With access to the global resources of Merrill, Ben's team is dedicated to providing personalized service and building strong client relationships based on trust. As a Registered Senior Wealth Management Client Associate, Ben focuses on helping clients achieve their financial goals by creating customized investment strategies tailored to their individual needs and priorities. By utilizing the Investment Personality Assessment, Ben can better understand clients' investing preferences and create a financial approach that aligns with their goals. Whether clients are planning for future healthcare expenses, funding education, or passing wealth to future generations, Ben works closely with them to develop a comprehensive financial strategy. As life and goals change, Ben's team helps clients adjust their financial approach to reflect these changes and stay on track to achieve their objectives. Through ongoing communication and regular reviews, Ben ensures that clients' financial plans remain aligned with their evolving needs and market conditions. By focusing on the client's priorities and providing personalized advice, Ben helps individuals navigate financial transitions and make informed decisions to secure their financial future. Whether clients are planning for retirement, funding education, or managing tax liabilities, Ben's team is dedicated to providing comprehensive financial solutions tailored to their unique needs. With a commitment to putting clients first, Ben works with clients to create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ben helps clients navigate the complexities of their financial lives and build customized investment strategies to pursue their objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ben offers a comprehensive approach to addressing clients' financial needs. Contact Ben Oxnard at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and goals.
Merrill Lynch Financial Advisor Gregory Scott
Merrill Lynch Financial Advisor Gregory Scott, located at 1022 West 23rd Street in Panama City, Florida, is dedicated to understanding your financial goals and helping you pursue them with a personalized approach. By listening carefully to your aspirations and priorities, the team at Merrill Lynch works with you to design and implement a plan to manage, grow, and preserve your wealth. With access to the investment insights of Merrill and banking solutions from Bank of America, they offer comprehensive financial services to address your needs. The team at Merrill Lynch believes that financial success is achieved by making informed investment decisions that align with your personal goals. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences and use this information to customize a financial approach tailored to your needs. By regularly reviewing your goals and financial situation, they help you stay on track to achieve what matters most to you.
David Ghingher - Financial Advisor, Ameriprise Financial Services, LLC
David Ghingher is a Financial Advisor at Ameriprise Financial Services, LLC located at 12 North Broad Street in Brooksville, Florida, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. David also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. His commitment to continuing education and ethics ensures that he provides his clients with comprehensive and personalized financial advice. Contact David Ghingher today for expert financial guidance.
Keriann Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
Keriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Elizabeth L Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth L Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 217 South Swoope Avenue in Maitland, Florida, United States. Elizabeth holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Elizabeth's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Elizabeth is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Elizabeth is also trained to assist veterans and military personnel with their financial needs. With a focus on ethical practices and continued education, Elizabeth is committed to helping clients achieve their financial goals and secure their financial future.
Francis W Mossett - Financial Advisor, Ameriprise Financial Services, LLC
Francis W. Mossett is a financial advisor at Ameriprise Financial Services, LLC located at 207 East Livingston Street in Orlando, Florida. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is also trained in behavioral finance and specializes in areas such as philanthropy, annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a comprehensive understanding of financial planning, Francis W. Mossett is dedicated to providing top-tier financial advice and services to his clients.
Erika Heredia Link - Financial Advisor, Ameriprise Financial Services, LLC
Erika Heredia Link is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 South Orange Avenue, Orlando, Florida, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Erika is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills in the field of finance. Contact Erika Heredia Link for expert advice on investment opportunities, asset management, estate planning, retirement planning, insurance products, and more.
Jason Sandler - Financial Advisor, Ameriprise Financial Services, LLC
Jason Sandler is a Financial Advisor at Ameriprise Financial Services, LLC located at 1800 Pembrook Drive in Orlando, Florida, United States. Jason holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Jason provides comprehensive financial advice to individuals and small business owners. Additionally, he specializes in working with domestic partners, seniors, and those planning for retirement. Jason is dedicated to upholding high ethical standards and staying current with industry knowledge to best serve his clients' financial needs. Contact Jason Sandler for expert financial guidance and personalized investment solutions.
Francisco Fernandez Leon - Regions Financial Advisor
Francisco Fernandez Leon - Regions Financial Advisor is a finance institution located at 715 South Fort Harrison Avenue, Clearwater, Florida, United States. Francisco Fernandez Leon is a trusted Financial Advisor with Regions Investment Solutions, focusing on personalized solutions for immediate needs and long-term financial goals. With a comprehensive strategy tailored to your specific goals, Francisco aims to make your journey toward financial success as easy as possible. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank, with investment advisory services provided by Regions Investment Management, Inc. Please consult the institution's privacy and security policies before visiting their website. Thank you for considering Francisco Fernandez Leon - Regions Financial Advisor for your financial needs.
Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 18167 US Highway 19 North, Clearwater, Florida, United States. Brad Berg holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brad Berg specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and risk management, Brad Berg is dedicated to helping clients achieve their financial goals. Additionally, Brad Berg is trained to assist veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® designation. Trust Brad Berg at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10575 68th Avenue, Seminole, Florida, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The advisors at Trey W Clark - Private Wealth Advisor are trained to provide expert financial advice and planning for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. They are committed to upholding the highest standards of ethics and professionalism in the field of wealth management.
Merrill Lynch Financial Advisor David E Burns
Merrill Lynch Financial Advisor David E Burns is a finance institution located at 14374 Narcoossee Road, Orlando, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers personalized financial advice and guidance, focusing on building strong client relationships based on trust and tailored service. The team includes a Registered Senior Wealth Management Client Associate who is committed to helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the global resources of Merrill and banking solutions from Bank of America, the team works with clients to develop a customized financial approach designed to address their individual needs. The advisors at Merrill Lynch use the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and goals, allowing them to create a personalized plan centered on the client's aspirations. The team believes in regularly revisiting and adjusting the financial approach to reflect changes in the client's life and goals, ensuring that they stay on track to achieve what matters most to them. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build a customized investment approach to pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors put clients first, every day.
Kathleen Merriman - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen Merriman is a financial advisor at Ameriprise Financial Services, LLC located at 11065 Gatewood Drive in Bradenton, Florida, United States. Kathleen holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kathleen's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Kathleen is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.
Christopher Musso - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Musso is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 East 8th Avenue, Tampa, Florida, United States. Christopher Musso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial services. As a Certified Military Financial Advisor®, Christopher Musso is also trained to serve veterans and military personnel. With a strong commitment to ethical practices and continuous education, Christopher Musso provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Contact Christopher Musso for expert financial advice and personalized wealth management strategies.
Dante Moss - Associate Financial Advisor, Ameriprise Financial Services, LLC
Dante Moss - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 603 East Jackson Street, Tampa, Florida, United States. Specializing in finance, Dante Moss holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical standards and ongoing education, Dante Moss provides personalized financial advice to individuals and small business owners. Additionally, Dante Moss is skilled in areas such as behavioral finance, philanthropy, annuities, and retirement planning for seniors. As a Certified Financial Planner™ and Chartered Financial Analyst®, Dante Moss is dedicated to providing comprehensive financial planning services to clients, ensuring their financial goals are met with expertise and professionalism.
Andrew S Whitmore - Private Wealth Advisor, Ameriprise Financial Services, LLC
Andrew S Whitmore is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7432 Monika Manor Drive in Tampa, Florida, United States. With a focus on finance, Andrew holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and more. Additionally, Andrew is well-equipped to assist clients with specialized needs such as domestic partnerships, estate planning, and retirement planning for seniors. With a commitment to ethical practices and ongoing education, Andrew provides comprehensive financial planning services to high net worth clients, retirees, small business owners, and individuals with unique financial situations. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Andrew S Whitmore is a trusted advisor who can help you achieve your financial goals.
Brian Bernhardt - Financial Advisor, Ameriprise Financial Services, LLC
Brian Bernhardt is a financial advisor at Ameriprise Financial Services, LLC located at 1517 Sun City Center Plaza in Sun City Center, Florida, United States. Brian holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and families with special needs. He is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC
Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution provides comprehensive training and education in various financial planning and investment strategies to best serve the needs of individuals, retirees, small business owners, high net worth clients, and seniors planning for retirement. Winston Hegener - Financial Advisor, Ameriprise Financial Services, LLC is committed to providing expert advice and guidance in the field of financial planning and asset management.
Carl F Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC
Carl F Nicolosi is a financial advisor at Ameriprise Financial Services, LLC located at 14311 Metropolis Avenue, Fort Myers, Florida, United States. Carl holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Carl specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Carl is committed to helping clients achieve their financial goals. Whether you are looking for advice on annuities, seniors' issues, divorce financial planning, or exit planning, Carl can provide tailored solutions to meet your needs. Contact Carl F Nicolosi today for expert financial advice and guidance.
Austin R Hicks - Associate Financial Advisor, Ameriprise Financial Services, LLC
Austin R Hicks - Associate Financial Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 12330 Tamiami Trail East in Naples, Florida, United States. Specializing in asset management, retirement planning, estate planning, and investment strategies, Austin R Hicks holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. With expertise in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more, Austin R Hicks is dedicated to providing high-quality financial advice and services to clients. Whether you are a retiree, small business owner, high net worth individual, or someone with special financial needs, Austin R Hicks can help you navigate the complex world of finance with professionalism and integrity. Contact Austin R Hicks today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Alexander B Brodsky
Merrill Lynch Financial Advisor Alexander B Brodsky is located at 2400 North Commerce Parkway, Weston, Florida, United States. As a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, Alex Brodsky is dedicated to providing personalized financial strategies tailored to your specific goals and needs. With certifications in retirement planning and fiduciary advising, Alex and his team offer guidance on retirement planning, small business retirement plans, liability strategies, and insurance. At Merrill Lynch, your financial advisor focuses on what matters most to you, whether it's family, goals, or priorities. By developing a personalized plan centered around your aspirations and financial goals, Alex works to help you manage, grow, and preserve your wealth while considering the impact on future generations. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Alex and his team can customize a financial approach designed to help you pursue your unique objectives.
Edward Jones - Financial Advisor: James Senior, CFP®
Edward Jones - Financial Advisor: James Senior, CFP® is a reputable financial institution located at 3471 North Federal Highway in Fort Lauderdale, Florida, United States. Specializing in finance, James Senior, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and businesses alike. Whether you are planning for retirement, investing for the future, or simply looking to grow your wealth, James Senior and his team are dedicated to guiding you every step of the way. Visit Edward Jones today and start securing your financial future with confidence.
Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza, Coral Gables, Florida, United States, is a prestigious institution specializing in finance. The advisors at Sandy Jukel hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a wide range of services, including portfolio management, financial planning for domestic partners, and specialized advice for seniors and those planning for retirement. Sandy Jukel also provides training and support for professionals in fields such as estate planning, exit planning, and long-term care planning. With a focus on ethical practices and comprehensive financial education, Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals with confidence and expertise.
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 9130 South Dadeland Boulevard, Miami, Florida, United States. Miguel Horvath holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers specialized services for domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Miguel Horvath is committed to providing expert advice and guidance to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Jean Paul Padilla
Merrill Lynch Financial Advisor Jean Paul Padilla is located at 355 Alhambra Circle, Coral Gables, Florida, United States. This institution offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jean Paul Padilla can help you create a flexible financial strategy in today's changing market conditions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Jean Paul Padilla focuses on understanding your individual needs and aspirations to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. By engaging in conversations with clients, he helps identify and prioritize goals that matter most, whether it's planning for retirement, funding education, or transferring wealth to future generations.
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