Financial advisor for families in Orange City, Florida

Julie Kropp Insurance is a health insurance and Medicare advisor located at 111 North Orange Avenue in Orlando, Florida. Our goal is to protect you and your loved ones from unexpected medical costs by providing affordable health insurance options for individuals and families. We work with top insurance carriers to offer a wide range of plans that are both affordable and comprehensive. Our dedicated team is committed to providing exceptional customer service and support throughout the entire process, from selecting a plan to filing a claim. We believe that everyone deserves access to quality healthcare, and we are here to help you find the right plan that meets your unique needs.

LTC Financial Partners is a comprehensive finance, health, and insurance agency located at 652 Wyndham Court in Orange Park, Florida, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families prepare for their future needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized solutions and expert guidance to ensure their clients have the financial security and peace of mind they deserve.

CPS Investment Advisors is a full-service and independent financial advisory firm located at 205 East Orange Street in Lakeland, Florida. Founded by CPAs with a passion for planning, CPS has been providing prudent and holistic financial plans for over 45 years. As a fiduciary, the firm always puts clients' best interests first, with access to all investment vehicles including publicly traded stocks. With no commission biases or limited family of funds, CPS serves as your personal CFO, offering partner and planner services for your entire financial life. Take a holistic approach to achieving financial independence by filling out a financial questionnaire for a free 60 minute consultation to start planning for a more prosperous future.

Coastal Financial Strategies, located at 165 Wells Road in Orange Park, Florida, is a finance institution dedicated to providing premier financial strategies. Led by Michael J Sousou, a highly qualified Financial Planner with designations including CLU, ChFC, LUTCF, and CRPS, the institution focuses on personalized and client-focused financial planning services. With a mission to maintain the highest standards of Integrity and Professionalism, Coastal Financial Strategies treats each client as unique and important. In addition to traditional financial planning services, the institution is also involved in SpecialCare planning and supports the Wounded Warrior Project, assisting wounded warriors and their families with financial planning.

Merrill Lynch Financial Advisor Richard Dwyer is a renowned finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. With a strong reputation for providing expert financial advice and personalized investment strategies, Richard Dwyer and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Richard Dwyer is dedicated to helping you navigate the complexities of the financial world with confidence and success.

Flagship Private Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. As a member of FINRA and SIPC, we adhere to strict rules and regulations to ensure the security and privacy of our clients. We appreciate the opportunity to assist your friends and family members with their financial planning needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor John D Maxwell is a finance institution located at 300 South Orange Avenue, Orlando, Florida, United States. We understand the importance of providing customized strategies to meet the unique and complex financial needs of investors, families, and businesses. Our team of talented specialists is dedicated to guiding investment programs and strategic decision making for institutions. As Bank of America Retirement Benefits Consultants, we offer value-added services for defined contribution plans. We prioritize building strong client relationships based on trust and personalized service. Please note that by visiting our institution, you are leaving Bank of America Merrill Lynch. For more information about our services, please contact us or visit our office in Orlando.

Merrill Lynch Financial Advisor James C. Magee is a prestigious finance institution located at 300 South Orange Avenue, Orlando, Florida, United States. The institution is known for its exceptional client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2023 and 2024. The team at Merrill is supported by global resources and is dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management consists of talented and experienced individuals who are committed to providing top-notch financial advice and services. With a focus on family, goals, and priorities, the advisors at Magee, Stanford & Associates work closely with clients to create personalized investment strategies tailored to their unique needs and financial situation.

Oxford Advisory Group, located at 111 North Orange Avenue in Orlando, Florida, is a finance institution that provides high net worth clients with advice on wealth planning and management. Specializing in tax efficient strategies, estate planning, and maximizing social security benefits, Oxford Advisory Group is dedicated to helping individuals and families achieve their ideal retirements. The institution has been recognized by various media outlets for its financial services, insights, and experience. As part of AdventHealth Foundation Central Florida’s Professional Advisory Network, Oxford Advisory Group collaborates with AdventHealth to ensure charitable needs are met, supporting the community’s health and wellbeing through philanthropy. The institution's website offers general information on investment advisory services, but does not provide personalized advice. Individuals are encouraged to consult with their own tax or legal advisers before making any financial decisions.

Yasmin Rivera, Bankers Life Agent is an insurance agency located at 2751 Enterprise Road in Orange City, Florida, United States. Specializing in providing insurance products and services from Bankers Life, Yasmin Rivera offers personalized solutions to meet the unique needs of each client. With a commitment to professionalism and customer satisfaction, this agency strives to help individuals and families protect their financial future. Contact Yasmin Rivera, Bankers Life Agent today to discuss your insurance needs and receive expert guidance.

Arnold Thompson - State Farm Insurance Agent is a full-service insurance agency located at 2015 21st Street Northwest, Winter Haven, Florida. With over 16 years of experience in Insurance and Financial Services, Arnold Thompson, a military veteran, is passionate about helping people every day. The office offers a range of insurance products including Auto, Home, Renters, Life, and Business Insurance. Located in the Idywild Plaza off Havendale, the office is committed to excellence and being a "Good Neighbor." The office is multilingual, catering to Spanish and Haitian Creole speakers. They are also pet-friendly, welcoming pets who are willing to share snacks with the staff.

Primerica is a renowned insurance agency located at 6900 South Orange Blossom Trail in Orlando, Florida, United States. With a strong commitment to helping individuals and families secure their financial future, Primerica offers a wide range of insurance products and services tailored to meet the unique needs of each client. Whether you are looking for life insurance, auto insurance, or retirement planning, Primerica's team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Visit Primerica today to learn more about how they can help you protect what matters most.

Peggy Waite - State Farm Insurance Agent is a local insurance agency located at 5397 Orange Drive in Davie, Florida, United States. Peggy and her team are dedicated to helping individuals, families, and businesses with their insurance and financial service needs. They offer a wide range of insurance options including Auto Insurance, Home Insurance, Condo Insurance, Renter's Insurance, Boat Insurance, Life Insurance, and Business Insurance. Peggy Waite is a Penn State graduate originally from Pennsylvania who has been serving the South Florida community for over two decades. She and her team are licensed to assist clients throughout the state of Florida, including Monroe County, Broward County, and Palm Beach County. They are committed to providing excellent service and support to their clients, whether they are long-time residents or newcomers to the area.

B. Riley Advisory Services, located at 255 South Orange Avenue in Orlando, Florida, is a finance institution that delivers unparalleled value for every financial need. With over 27 years of experience, B. Riley Financial, Inc. offers tailored financial solutions to meet the strategic, operational, financial advisory, and capital needs of its clients. The institution's diverse range of collaborative and complementary business capabilities sets it apart from competitors, allowing them to better serve clients and return value to shareholders. B. Riley Advisory Services goes beyond traditional financial service offerings by leveraging cross-platform expertise and assets to provide full-service, collaborative solutions at every stage of the business life cycle and in all market conditions. The institution's willingness to invest its own capital in opportunities derived from the platform, along with its in-house operational expertise, maximizes return on investment.

PNC Private Bank, located at 420 South Orange Avenue in Orlando, Florida, is a prestigious financial institution that offers personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations. From investment management to estate planning, PNC Private Bank is dedicated to providing exceptional service and expertise to its discerning clientele.

First Command is a trusted financial institution located at 590 Wells Road in Orange Park, Florida, United States. As a bank, finance, and insurance agency, we provide comprehensive financial services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and expert advice to help our clients secure their financial future. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, First Command is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.

First Command is a trusted institution located at 12555 Orange Drive in Davie, Florida, United States. Specializing in banking, finance, and insurance services, First Command is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and expert advice, First Command is committed to providing top-notch financial solutions to its clients. Whether you are looking to invest, save for the future, or protect your assets, First Command is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.