The 30 Best Financial benefits optimization in Florida
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Xendoo Online Bookkeeping, Accounting & Tax
Xendoo Online Bookkeeping, Accounting & Tax is a leading institution located at 6700 North Andrews Avenue in Fort Lauderdale, Florida, United States. We specialize in accounting and finance services to help businesses save on taxes, stay organized, and make informed financial decisions. Our dedicated team of experts includes real bookkeepers and CPAs who are committed to your success. With Xendoo, you can focus on what you love while we handle the hassles of bookkeeping and tax preparation. Our reliable technology and dedicated professionals ensure that your financials are up-to-date and accurate. We offer online bookkeeping services with a free consultation to get you started in minutes.
Alberto Sisso & Griselda Uzcategui - Raymond James
Alberto Sisso & Griselda Uzcategui - Raymond James is a finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. With a focus on providing top-notch financial services, our team is dedicated to helping clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to offer personalized solutions tailored to your unique needs. Trust in Alberto Sisso & Griselda Uzcategui - Raymond James for expert financial advice and guidance.
Alpha Omega Wealth Services, LLC
Alpha Omega Wealth Services, LLC is a reputable accounting and finance institution located at 1200 North Federal Highway in Boca Raton, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients manage and grow their wealth. From tax planning and bookkeeping to investment management and retirement planning, Alpha Omega Wealth Services, LLC is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. With a commitment to excellence and integrity, they strive to help individuals and businesses achieve their financial goals and secure their financial future.
Fortune Settlement Solutions
Fortune Settlement Solutions is a finance institution located at 8000 Governors Square Boulevard in Miami Lakes, Florida. We specialize in providing expert financial solutions for individuals and businesses looking to navigate the complex world of settlements. Our team of professionals is dedicated to helping our clients achieve their financial goals and secure their futures. Whether you are seeking assistance with structured settlements, annuities, or any other financial matters, Fortune Settlement Solutions is here to help. Trust us to guide you towards a prosperous financial future.
Durham Loyal
Durham Loyal is a finance institution located at 2250 Northwest 136th Avenue in Pembroke Pines, Florida, United States. Our mission is to help our clients live out their retirement dreams by providing valuable education and empowering them to make informed financial decisions. We take a holistic approach to retirement planning, considering factors such as wealth preservation, guaranteed income strategies, health care planning, and estate and tax planning. We offer a variety of services, including retirement planning, guaranteed income strategies, wealth preservation, estate and tax planning, international wealth preservation, and health care planning. Our team is dedicated to helping you make the most of your retirement benefits and achieve financial security.
Florida Retirement Solutions
Florida Retirement Solutions is a finance institution located at 12950 Southwest 4th Court in Pembroke Pines, Florida, United States. Specializing in helping individuals understand their Florida Retirement System (FRS) benefits, we recognize that every retirement plan is unique. Our experienced team is dedicated to providing personalized financial solutions to help you make the most of your retirement. Whether you are just starting to plan for retirement or are already enjoying the benefits, Florida Retirement Solutions is here to support you every step of the way.
Ricardo Santos, CPA, PA
Ricardo Santos, CPA, PA is a reputable accounting and finance institution located at 9415 Southwest 72nd Street in Miami, Florida, United States. With the recent trends in the e-market industry impacting the financial sector, our team of experts is well-equipped to navigate the complexities of business and technology. We provide valuable tips for taxpayers, ensuring they maximize income tax write-offs without overstepping boundaries. Our firm believes that technology is essential in today's world and we embrace its benefits for our clients' financial success. At Ricardo Santos, CPA, PA, we pride ourselves on delivering courteous and honest tax services that yield exceptional results. With years of experience and expertise, you can trust us to handle all your tax preparation needs efficiently.
Vaughn Brinkley Wealth Strategies Group - Northwestern Mutual
Vaughn Brinkley Wealth Strategies Group - Northwestern Mutual is a leading finance and insurance agency located at 108 Palafox Place in Pensacola, Florida. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, we are here to provide personalized guidance and support. Trust Vaughn Brinkley Wealth Strategies Group - Northwestern Mutual to help you navigate the complexities of the financial world and build a strong foundation for your financial success.
American Retirement Specialists
American Retirement Specialists, located at 1300 Citizens Boulevard in Leesburg, Florida, is a trusted finance institution dedicated to helping retirees optimize their wealth through strategic tax planning programs. With over 50 years of combined in-office experience, our team of Certified Financial Fiduciaries, Annuity Specialists, and IRA/Legacy Planners will work with you to create a detailed retirement plan tailored to your individual needs. From income planning to tax-free retirement investments, we are here to help you feel confident about your financial future. Our experts will help you navigate the complexities of estate taxes and ensure that your wealth is preserved for future generations. As a fiduciary, we always operate in your best interests. Contact us today to start securing a prosperous financial future with American Retirement Specialists.
Advisor Group Florida
Advisor Group Florida is a finance institution located at 9100 Conroy Windermere Road in Windermere, Florida, United States. With the ever-changing tax laws, market fluctuations, and uncertainties about the future, it is crucial for families to consider their estate plan sooner rather than later. Our advisors offer consultations to explain how our unique plan differs from others you may have encountered. We are confident that once you see the benefits of our program, you will choose us. The process can be completed in as little as 2 weeks after signing up, giving you peace of mind and eliminating sleepless nights worrying about your estate. Our eStatePlan™ platform allows you to make changes to your Estate Plan at any time, providing convenience and flexibility. At Advisor Group Florida, we take a comprehensive approach to estate planning, considering legal, tax, and financial aspects to ensure you are fully taken care of. Our team of advisors and attorneys work together to guide you through the process and ensure your estate is planned and executed according to your wishes.
Mike Collins - Raymond James
Mike Collins - Raymond James is a renowned finance institution located at 700 Central Avenue in the vibrant city of St. Petersburg, Florida, United States. With a strong reputation for providing top-notch financial services, they offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the team at Mike Collins - Raymond James is dedicated to providing exceptional service and support. Visit them today to experience the difference they can make in your financial future.
Target Retirement Solutions
Target Retirement Solutions is a finance institution located at 17715 Gulf Boulevard in Redington Shores, Florida, United States. Specializing in retirement planning, our team of experts offers personalized solutions to help individuals achieve their financial goals for retirement. Whether you are just starting to save for retirement or are nearing the end of your career, our comprehensive services and investment options can help you navigate the complexities of retirement planning. Trust Target Retirement Solutions to provide the guidance and support you need to secure a comfortable and financially stable future.
Retirement Resources Advisory
Retirement Resources Advisory is a leading finance institution located at 2535 Landmark Drive in Clearwater, Florida. Our team of financial experts specialize in providing personalized retirement planning and advisory services to help individuals and families secure their financial future. With a focus on wealth management, investment strategies, and retirement income planning, we strive to help our clients navigate the complexities of retirement planning with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure and prosperous retirement.
HEALTH&WEALTH ADVISORS
Health&Wealth Advisors is a leading institution located at 3119 Capri Isle Way in Orlando, Florida, United States. Specializing in accounting and finance, our team of experts offers the Medicare Planning Fringe Benefit® program, which helps transition Eligible Plan Members to Medicare in a CMS compliant process. This program not only reduces employee benefit costs, but also saves you money in annual Medicare out of pocket expenses. Our analysis is prepared by a Federally Licensed Financial Advisor, ensuring that you receive the best financial advice possible. As a Registered Investment Adviser (RIA) through Sequent Planning, LLC, a subsidiary of Senior Market Sales (SMS), we offer financial planning and investment advisory services to help you achieve your financial goals.
Chris Thornhill - Thrivent
Chris Thornhill - Thrivent is a finance institution located at 9600 Koger Boulevard North in St. Petersburg, Florida, United States. The institution is licensed in multiple states including AL, CA, FL, GA, IL, MA, MN, NC, NH, and VA. They offer guidance and expertise to help individuals pursue their lifelong dreams while supporting causes they care about. Services include financial planning, investment advisory, and insurance products. Thrivent does not provide legal, accounting, or tax advice, but can help clients map out a path to a more secure financial future. The institution is the marketing name for Thrivent Financial for Lutherans and offers services through Thrivent Investment Management Inc., a registered investment adviser. Visit their website for more information on their services and financial advisors.
SWAN Retirement Strategies
SWAN Retirement Strategies, located at 145 West Center Avenue in Sebring, Florida, is dedicated to helping individuals achieve their retirement goals with confidence. Specializing in providing financial tools and strategies for law enforcement, firefighters, schoolteachers, and other government employees, SWAN Retirement Strategies offers personalized wealth management services to optimize retirement plans. As an independent institution, SWAN Retirement Strategies prioritizes the best interests of their clients by shopping around for the most suitable products. With a focus on data-driven and results-focused approaches, SWAN Retirement Strategies aims to enhance retirement outcomes through tax-efficient solutions. To take the next step in your financial journey, schedule a complimentary consultation with SWAN Retirement Strategies today. Contact their headquarters in Sarasota or their additional office in Sebring for more information. Disclosure: Investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, while insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.
Vanderbilt
Vanderbilt is a renowned institution located at 4300 TBC Way in Palm Beach Gardens, Florida. Founded in 1873, Vanderbilt is dedicated to honoring its rich history and driving bold levels of growth. The institution offers a variety of advanced degrees in fields such as medicine, engineering, social sciences, humanities, law, and more. Opportunity Vanderbilt is a nationally recognized financial aid program that provides students with grants and scholarships instead of loans. Experience Vanderbilt is a student-led initiative that funds extracurricular activities for undergraduate students. The Well-Being Navigator program offers innovative health and wellness programs for employees.
Retirement Income Source of Sarasota
Retirement Income Source of Sarasota is a finance institution located at 1226 North Tamiami Trail in Sarasota, Florida. We specialize in helping individuals plan for and secure their financial future during retirement. Our team of experienced professionals offers personalized financial advice and strategies to help our clients maximize their retirement income. Whether you are looking to invest, save, or create a retirement plan, Retirement Income Source of Sarasota is here to help you achieve your financial goals.
my401Kadvice
my401Kadvice is a leading financial institution located at 4974 Oldham Street in Sarasota, Florida, United States. We specialize in providing expert advice and guidance on managing 401(k) retirement accounts. Our team of experienced financial advisors is dedicated to helping individuals make informed decisions about their retirement savings, ensuring they are on track to meet their financial goals. Whether you are just starting to plan for retirement or looking to optimize your current 401(k) plan, my401Kadvice is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing a comfortable and secure future.
J2 Capital Management
J2 Capital Management is a finance institution located at 1222 Southeast 47th Street in Cape Coral, Florida, United States. Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management, we offer a unique advantage to our clients by keeping all expertise in-house. This allows us to have a higher level of visibility into all your asset needs and provide better service compared to using multiple professionals for individual planning components. Our in-house CFP professionals ensure the most comprehensive view of your assets and build a plan aligned with your goals. We also utilize our internal CPAs to integrate and coordinate your tax & estate planning with your financial plan. Our in-house portfolio manager offers custom dynamic strategies designed to reduce and manage risk, providing a level of customization that is hard to find elsewhere.
Citizens - Wealth Center
Citizens - Wealth Center is a premier financial institution located at 560 9th Street South in Naples, Florida, United States. Our dedicated team of financial experts is committed to helping individuals and families achieve their financial goals and build wealth for the future. Whether you are looking to invest, save for retirement, or plan for your children's education, we offer a wide range of financial services and products to meet your needs. Visit us today and let us help you secure your financial future.
Kornerstone Wealth Management, Inc.
Kornerstone Wealth Management, Inc. is a reputable finance and insurance agency located at 2645 Executive Park Drive, Weston, Florida, United States. With a team of experienced financial professionals, they provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Kornerstone Wealth Management, Inc. is dedicated to providing personalized and tailored strategies to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
Northwestern Mutual - The Coral Gables Group
Northwestern Mutual - The Coral Gables Group is a prestigious finance and insurance agency located in the heart of Coral Gables, Florida. With a prime address at 201 Alhambra Circle, this institution offers a wide range of financial services and insurance products to help clients secure their financial future. The experienced team at Northwestern Mutual is dedicated to providing personalized solutions tailored to each individual's needs and goals. Whether you are planning for retirement, investing for the future, or protecting your assets, Northwestern Mutual - The Coral Gables Group is committed to helping you achieve financial security and peace of mind.
Orlando 401k Specialists
Orlando 401k Specialists, located at 661 Highland Drive, Altamonte Springs, Florida, is a finance, health, and insurance agency run by Michael J. Marini. Specializing in financial planning, retirement plans, investments, annuities, and life insurance, Michael serves individual clients, families, and businesses. As a fiduciary under the Investment Advisers Act of 1940, Orlando 401k Specialists are dedicated to acting in the best interests of their clients with trust, honesty, and good faith. Michael J. Marini, a Chartered Federal Employee Benefits Consultant, Federal Retirement Consultant, and Certified Divorce Financial Analyst, provides expert advice to current and retired employees of the United States Government and the Florida Retirement System. The institution also offers services related to forensic financial analysis, retirement planning, and life insurance during divorce proceedings.
Retirement Planning Associates
Retirement Planning Associates is a trusted finance institution located at 1052 Willa Springs Drive in Winter Springs, Florida, United States. Our team of experienced professionals is dedicated to helping individuals plan for a secure and comfortable retirement. We offer personalized financial advice, investment strategies, and retirement planning services to ensure our clients can enjoy their golden years with peace of mind. Contact us today to start building a solid financial foundation for your future.
The 401k Advisor Line
The 401k Advisor Line is located at 11440 Okeechobee Boulevard in Royal Palm Beach, Florida, United States. They offer a comprehensive 401(k) plan review to help assess the health of your retirement/benefit plan and identify areas for improvement. By scheduling a review, you can determine a baseline on performance and consider tools that may help your employees secure a better retirement. Administrative mistakes are common in retirement plans, and finding them early can save time and money. With a record number of lawsuits filed over costly and poorly performing 401(k) plans, it's more important than ever to ensure your plan meets fiduciary requirements. The 401k Advisor Line can help HR teams take the necessary steps to reduce costs, headaches, and liability associated with retirement plans. Schedule a review today to secure a better future for your employees.
Peak Capital Management
Peak Capital Management is a finance institution located at 750 Southeast Indian Street in Stuart, Florida, United States. Our specialty is generating income from your investments to help you achieve the retirement you deserve. We believe in financial education and take a conservative approach to retirement planning. As a Retirement Income Source firm backed by a national network of income specialists and an SEC Registered Investment Advisory firm, we manage over $2 billion in client assets. Our founder, David J. Scranton, has over 30 years of experience in income-generating investment strategies. We offer comprehensive financial planning services to help clients better preserve their savings and increase their retirement income. Our focus is on helping retirees understand all their options for achieving their retirement goals, from investing for capital gains to establishing renewable streams of income. We also provide tax savings strategies and assistance with maximizing Social Security benefits. Visit our website to learn more about how we can help you achieve the retirement you've always envisioned.
Merrill Lynch Private Wealth Advisor Adam Rosenfeld
Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.
H&R Block
H&R Block is a renowned accounting and finance institution located at 14071a Emerald Coast Parkway in Destin, Florida, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial planning, H&R Block is dedicated to providing expert guidance and support. Visit their office in Destin today to ensure your financial success and security.
Drg Review Inc
DRG Review Inc. is a trusted institution located at 928 Mar Walt Drive in Fort Walton Beach, Florida, United States. Specializing in inpatient health record and physician education consulting, DRG Review Inc. has been helping hospitals achieve accurate coding and appropriate reimbursement under the Prospective Payment System for over 40 years. With a team of experienced physicians at the helm, DRG Review Inc. customizes its program to meet the unique needs of each facility. By forming a partnership with DRG Review Inc., hospitals can expect tailored education and communication strategies for all individuals involved in the coding process, ensuring precise coding and reimbursement. Contact DRG Review Inc. today to benefit from their expert consulting services.
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