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TOP 30 Financial asset management in Leesburg, FL
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious financial institution located at 10715 U.S. 441 in Leesburg, Florida, United States. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Merrill Lynch provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is dedicated to providing top-tier financial services tailored to your individual needs.
Sarah Payne - Financial Advisor, Ameriprise Financial Services, LLC
Sarah Payne - Financial Advisor, part of Ameriprise Financial Services, LLC, is located at 8112 Centralia Court in Leesburg, Florida, United States. Sarah Payne 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Sarah Payne is dedicated to providing expert financial advice and personalized services to help individuals achieve their financial goals.
Edward Jones - Financial Advisor: Craig A Dykstra, AAMS™
Edward Jones - Financial Advisor: Craig A Dykstra, AAMS™ is a trusted financial institution located in Leesburg, Florida. With a focus on personalized service and tailored financial planning, Craig Dykstra and his team provide expert advice and guidance to help clients achieve their financial goals. As an Accredited Asset Management Specialist, Craig brings a high level of expertise and professionalism to every client interaction. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us at 26540 Ace Avenue to learn more about our services and how we can help you reach your financial goals.
Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS™
Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS™ is a reputable financial institution located at 1450 North Boulevard East in Leesburg, Florida, United States. With a focus on providing personalized financial planning services, Jeananne C Niemann, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Edward Jones is committed to helping you make informed decisions and secure your financial future.
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.
SPHERE FINANCIAL SOLUTIONS, INC
SPHERE FINANCIAL SOLUTIONS, INC is a trusted institution located at 712 West Main Street, Leesburg, Florida, United States. Specializing in accounting and finance, we provide expert services for small businesses in need of accurate bookkeeping and financial management. Our team of professionals is dedicated to helping businesses maintain organized records of their financial transactions, including sales, expenses, assets, and liabilities. We offer a range of services, from basic payroll to complex tax issues, including HR support and expert assistance with the IRS. Our goal is to help businesses get back in good standing and focus on their growth and success. With a free consultation, our expert Tax Advisors are ready to provide personalized solutions to meet your financial needs. Contact SPHERE FINANCIAL SOLUTIONS, INC today to learn more about how we can support your business.
Ramon Fonseca
Ramon Fonseca is a healthcare institution located at 110 South Woodland Street in Winter Garden, Florida, United States. We offer a wide range of medical, dental, and specialty care services for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to their personal health information. Our patients can also refill prescriptions online and view a list of our caring medical providers. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. We are committed to providing quality and compassionate primary healthcare services to the diverse communities of Central Florida. Our services include family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. We have locations in Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including those from the Health Insurance Marketplace, and offer a sliding discount program for eligible patients. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website. Contact us to report any errors and for general inquiries, billing, records, and feedback.
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