Financial advisor for financial portfolio in Seminole, FL
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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 -
Albert Lewis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlbert Lewis, a Financial Advisor at Ameriprise Financial Services, LLC, located at 10575 68th Avenue in Seminole, Florida, offers a wide range of financial services to individuals and small business owners. Albert holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Albert provides personalized financial advice to help clients achieve their goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Albert Lewis is dedicated to helping you make informed decisions and secure your financial future. Contact Albert Lewis today to schedule a consultation and take the first step towards financial success.
10575 68th Ave Ste A3, Seminole, FL 33772, United States -
Percorp Inc
● ClosedPerCorp Inc. is a finance institution located at 11680 Oak Avenue North in Seminole, Florida, United States. Specializing in tax planning and resolution, return preparation, and tax audit representation for clients in Pinellas County, Tampa Bay, and across the US, PerCorp Inc. offers over 50 years of combined expertise in tax services for individuals, small businesses, and corporations. With a special focus on clergy, ministry, faith-based organizations, and missionaries, the team at PerCorp Inc. provides tax help, education, and preparation for clients in the Tampa Bay area and nationwide. Their staff is experienced in representing clients through the audit process and tax resolution settlements, ensuring compliance with current IRS tax law. With a commitment to making the tax preparation experience as uncomplicated as possible, PerCorp Inc. communicates updates to clients frequently and welcomes questions to ensure clients are informed and confident in their tax situation. Whether you are in need of audit representation, offers in compromise, or assistance with any tax issue, PerCorp Inc. is dedicated to helping you navigate the complex world of taxes. Contact them at 727-278-1056 to schedule an appointment and join their mailing list to receive their 2021 Tax Organizer/Planner.
11680 Oak Ave N, Seminole, FL 33772, United States
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