Financial advisor for financial future in Davie, FL
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Davis & Davis Insurance & Wealth Management
● ClosedDavis & Davis Insurance & Wealth Management is an independent insurance agency located at 86 West Lowder Street in Macclenny, Florida. We proudly serve clients throughout Florida, as well as in Georgia, Alabama, Tennessee, and Virginia. Our dedicated team is committed to addressing all of your insurance needs, offering a wide range of personal insurance coverages such as auto, homeowners, flood, condo, and ATV insurance. In addition, we provide commercial insurance options including agribusiness, apartment building owners, auto body shops, auto dealers, and bonds. Contact us today to see how we can help you save money on your insurance costs. Welcome to Davis & Davis Insurance & Wealth Management.
86 W Lowder St, Macclenny, FL 32063, United States -
Davis Financial Group
● ClosedDavis Financial Group is a finance institution located at 115 North Seminole Avenue in Inverness, Florida, United States. We specialize in creating custom plans to help you preserve your assets and achieve the life of your dreams. As a client of Davis Financial Group, you are not just a number, you are part of our family. During a meeting with us, you will have the opportunity to share your goals and dreams, allowing us to fully understand your vision for retirement. With your goals in mind, we will create a personalized Davis Financial Group Plan to help turn your retirement dreams into actionable steps.
115 N Seminole Ave, Inverness, FL 34450, United States -
Davies Wealth Management
● ClosedDavies Wealth Management, located at 684 Southeast Monterey Road in Stuart, Florida, offers fee-only wealth management and financial planning services for today's investor. With a focus on strategic wealth management for future goals, the institution helps clients achieve their personal objectives and become financially successful. The team at Davies Wealth Management provides personalized insurance guidance, retirement planning, tax preparation, and comprehensive business advice. With nearly a century of experience in understanding the markets and creating better outcomes for clients, Davies Wealth Management sets itself apart from other advisory firms by putting the client first and offering a team approach to financial success. Choose Davies Wealth Management as your financial advisor and personal financial coach to start planning for the goals that matter most.
684 SE Monterey Rd, Stuart, FL 34994, United States -
Mats Financial Services
● ClosedMats Financial Services is a comprehensive finance, health, and insurance agency located in Davie, Florida. Our experienced team of professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses in the area. Whether you are looking for assistance with retirement planning, health insurance options, or risk management strategies, Mats Financial Services is here to help. Visit us at 8908 West State Road 84 to learn more about how we can support your financial goals and secure your future.
8908 W State Rd 84, Davie, FL 33324, United States -
Edward Jones - Financial Advisor: Zachary Brooks
● ClosedEdward Jones - Financial Advisor: Zachary Brooks is a trusted financial institution located at 6160 North Davis Highway in Pensacola, Florida, United States. As a dedicated finance professional, Zachary Brooks provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Zachary Brooks is committed to providing expert guidance and support to clients seeking to secure their financial future. Contact Zachary Brooks today to start planning for a more secure tomorrow.
6160 N Davis Hwy Suite 9C, Pensacola, FL 32504, United States -
Edward Jones - Financial Advisor: James K Johnson
● ClosedEdward Jones - Financial Advisor: James K Johnson is a reputable financial institution located at 5201 North Davis Highway in Pensacola, Florida. As a trusted advisor, James K Johnson provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, James K Johnson and his team are dedicated to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: James K Johnson today to start planning for a secure financial future.
5201 N Davis Hwy, Pensacola, FL 32503, United States -
Davies Wealth Management Strategies LLC
● ClosedDavies Wealth Management Strategies LLC is a finance institution located at 1405 Irwin Way in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
1405 Irwin Way, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Davis Masella
● OpenEdward Jones - Financial Advisor: Davis Masella is a reputable financial institution located at 501 South Indiana Avenue in Englewood, Florida. As a trusted financial advisor, Davis Masella provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and strategies to meet the unique needs of each individual client. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Davis Masella is dedicated to helping you secure your financial future.
501 S Indiana Ave a, Englewood, FL 34223, United States -
Mouly Financial Management, Inc.
● ClosedMouly Financial Management, Inc. is a finance institution located at 12401 Orange Drive in Davie, Florida, United States. Specializing in financial planning and management services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to make informed financial decisions. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Mouly Financial Management, Inc. is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
12401 Orange Dr #223, Davie, FL 33330, United States -
Edward Jones - Financial Advisor: Deborah M Mansour, WMCP®|AAMS™
● OpenEdward Jones - Financial Advisor: Deborah M Mansour, WMCP®|AAMS™ is a reputable financial institution located at 4900 South University Drive in Davie, Florida, United States. Specializing in financial planning and investment services, Deborah M Mansour is a seasoned professional with the designations of WMCP® and AAMS™, ensuring clients receive expert guidance and personalized strategies to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Deborah M Mansour and the team at Edward Jones are dedicated to providing top-notch financial advice and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
4900 S University Dr Ste 202, Davie, FL 33328, United States -
Gana Advisors, Inc.
● ClosedGana Advisors, Inc. is a leading finance, health, and insurance agency located at 4474 Weston Road in Davie, Florida, United States. Our team of experienced advisors is dedicated to providing expert guidance and personalized solutions to help individuals and businesses achieve their financial and health goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, Gana Advisors, Inc. is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
4474 Weston Rd, Davie, FL 33331, United States -
Camp Davis - Raymond James
● OpenCamp Davis - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida. As a branch of the well-known financial services firm Raymond James, Camp Davis offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Camp Davis is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Camp Davis - Raymond James is committed to providing personalized and comprehensive financial solutions to meet your needs.
245 Riverside Ave #500, Jacksonville, FL 32202, United States -
Edward Jones - Financial Advisor: Sheri M Conerly-Davis
● ClosedEdward Jones - Financial Advisor: Sheri M Conerly-Davis is a trusted financial institution located in Winter Park, Florida. Specializing in providing personalized financial advice and services, Sheri M Conerly-Davis is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Sheri M Conerly-Davis is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
316 N Park Ave C, Winter Park, FL 32789, United States -
Davis Investment Management LLC
● OpenDavis Investment Management LLC is a leading finance institution located at 505 North Park Avenue in Winter Park, Florida, United States. With a team of experienced professionals, we specialize in providing top-notch investment management services to our clients. Whether you are an individual investor or a corporate entity, we are dedicated to helping you achieve your financial goals and secure your future. Trust Davis Investment Management LLC for expert advice and personalized solutions to grow and protect your wealth.
505 N Park Ave Ste. 201, Winter Park, FL 32789, United States -
Pedro J Escobar - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPedro J Escobar is a financial advisor at Ameriprise Financial Services, LLC located at 2205 South University Drive in Davie, Florida, United States. With a focus on individual goals and risk tolerance, Pedro provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies as life changes, and track progress towards financial goals. Clients have access to their investments and accounts at any time from any device, securely sharing information with Pedro. For those interested in a complimentary initial consultation, Pedro offers an overview of financial planning concepts and the opportunity to discuss what is most important to them. As a member of FINRA and SIPC, Pedro is properly registered to conduct securities business with residents of specific states. Ameriprise Financial Services, LLC does not guarantee future financial results but is dedicated to helping clients achieve their financial goals. Privacy and security are a top priority, with resources available on the website for protection against email fraud and to ensure online security.
2205 S University Dr, Davie, FL 33324, United States -
Edward Jones - Financial Advisor: Vince Marino
● ClosedEdward Jones - Financial Advisor: Vince Marino is a reputable finance institution located at 4900 South University Drive in Davie, Florida, United States. Vince Marino is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and sound financial planning. With a commitment to providing top-notch service and expert advice, Vince Marino and his team at Edward Jones are trusted partners in helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Vince Marino is here to help you every step of the way.
4900 S University Dr Ste 202, Davie, FL 33328, United States -
Valere Mukubu - TD Wealth Financial Advisor
● ClosedValere Mukubu - TD Wealth Financial Advisor is a trusted financial institution located at 5943 Stirling Road in Davie, Florida. As a finance expert, Valere Mukubu provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your children's education, Valere Mukubu can offer expert advice and guidance. With a focus on building long-term relationships with clients, Valere Mukubu - TD Wealth Financial Advisor is dedicated to helping individuals and families secure their financial future.
5943 Stirling Rd, Davie, FL 33314, United States -
SEDG Financial Services Corp
● OpenSEDG Financial Services Corp is a leading financial institution located at 12555 Orange Drive in Davie, Florida, United States. With a team of experienced professionals, SEDG offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, SEDG Financial Services Corp is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial solutions.
12555 Orange Dr, Davie, FL 33330, United States -
Coralia "Corie" Jennings, Independent Health Insurance Agent
● ClosedCoralia "Corie" Jennings is an independent health insurance agent located at 481 Sumter Avenue in Davie, Florida. As a dedicated professional in the insurance industry, Corie specializes in helping individuals and families find the right health insurance coverage to meet their needs. With a commitment to personalized service and attention to detail, Corie works closely with clients to navigate the complex world of health insurance and find the best options available to them. Whether you are looking for individual coverage, family plans, or assistance with Medicare, Corie Jennings is here to help you every step of the way. Contact her today to schedule a consultation and take the first step towards securing your health and financial future.
481 Sumter Ave, Davie, FL 33325, United States -
Chris Proctor - State Farm Insurance Agent
● ClosedChris Proctor - State Farm Insurance Agent is a dedicated insurance agency located at 5007 North Davis Highway in Pensacola, Florida. Serving Escambia, Santa Rosa, and Okaloosa Counties, Chris Proctor is a Pensacola native who is passionate about giving back to the community. The agency is committed to collecting gifts for Children's Homes Societies non-profit organizations through 2024. Specializing in various insurance products such as Small Business Insurance, Life Insurance, Home Insurance, Renters Insurance, Boat Insurance, and more, Chris Proctor and his team are dedicated to providing personalized service to meet the unique needs of each customer. They offer virtual, in-person, and phone consultations to ensure convenience for all clients.
5007 N Davis Hwy Ste 10, Pensacola, FL 32503, United States -
Don Sullivan - State Farm Insurance Agent
● ClosedDon Sullivan - State Farm Insurance Agent is an insurance agency located at 4801 South University Drive in Davie, Florida. Conveniently situated just south of Publix on Griffin and University in the Atrium Centre plaza, Don Sullivan offers a range of insurance products and services to meet your needs. It is important to regularly maintain your home's appliances and systems to ensure they function properly and last for years to come. Don Sullivan can help you protect your investments and provide peace of mind.
4801 S University Dr #122, Davie, FL 33328, United States -
O'Connor Portfolio Management
● ClosedO'Connor Portfolio Management is a reputable finance institution located at 201 East Davis Boulevard in Tampa, Florida, United States. With a team of experienced professionals, they offer a wide range of services including investment management, financial planning, and retirement planning. Their personalized approach to managing portfolios ensures that each client's unique goals and risk tolerance are taken into consideration. Whether you are looking to grow your wealth, plan for the future, or protect your assets, O'Connor Portfolio Management is dedicated to helping you achieve your financial objectives.
201 E Davis Blvd, Tampa, FL 33606, United States -
First Command
● ClosedFirst 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.
12555 Orange Dr Suite 241, Davie, FL 33330, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 5007 North Davis Highway in Pensacola, Florida, United States. With a reputation for providing expert tax preparation services, financial advice, and assistance with a variety of accounting needs, H&R Block is a trusted resource for individuals and businesses alike. Whether you're looking to file your taxes, plan for your financial future, or simply get some guidance on managing your finances, the professionals at H&R Block are here to help. Visit their Pensacola location today to see how they can assist you with all of your accounting and finance needs.
5007 N Davis Hwy Ste 12B, Pensacola, FL 32503, United States
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