Financial brokerage in Florida
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Nelson & McKay CPAs LLC
● ClosedNelson & McKay CPAs LLC is a trusted accounting and finance institution located at 5422 Bay Center Drive in Tampa, Florida, United States. With over 40 years of experience, we specialize in integrating tax knowledge and financial services to provide a customized approach to help you achieve your financial goals. Our dedicated team has helped clients grow their businesses, manage their taxes, and pursue financial security. We believe that true success is not just about financial health, but also about feeling confident in your financial future. That's why we offer personalized guidance and support tailored to your specific situation. Our team will meet with you periodically to review your financial situation and ensure that we are helping you meet your goals and objectives.
5422 Bay Center Dr UNIT 130, Tampa, FL 33609, United States -
Lucia Capital Group - Stuart
● OpenLucia Capital Group in Stuart, Florida is a finance institution that offers personalized financial guidance and advice from a team of experienced professionals. They provide a personal financial dashboard tailored to your specific goals and help you craft a personalized strategy to work towards your financial objectives. As your fiduciary, their recommendations are based on what they believe fits your specific situation, not their compensation. With offices nationwide, Lucia Capital Group makes it easy to get in touch with a financial advisor to discuss your retirement planning goals. They offer a fully integrated wealth platform providing end-to-end investment strategies, asset management, and insurance services. Their team of CFP® and CFA® professionals are knowledgeable and experienced in financial planning, asset management, investment brokerage, and insurance services.
900 SE Ocean Blvd #130, Stuart, FL 34994, United States -
Mina Mar Group, Inc.
● ClosedMina Mar Group, Inc. is a finance institution located at 500 South Australian Avenue, West Palm Beach, Florida, United States. We specialize in featuring companies to both investors and public company buyers, offering consulting services to take companies public and raise capital. Our team of experienced consultants provides small business consulting services to support economic growth and provide access to capital and technical assistance for small businesses. We assist publicly traded companies in creating positive relationships with shareholders and followers, specializing in small-cap companies. Additionally, we offer early stage funding solutions, an Entrepreneur Capital Unsecured Loan Program, and clean public shells for various stock markets. Our goal is to help companies reach their objectives in public and private markets through strategic consulting services. Stay connected with us for the latest news and updates on our services.
500 S Australian Ave, West Palm Beach, FL 33401, United States -
Global Business Advisory & Property Management
● ClosedGlobal Business Advisory & Property Management, located at 301 East Ocean Avenue in Lantana, Florida, offers expert business consulting and commercial/multifamily property management services. Whether you are looking to purchase a new business or need assistance with overseeing your current operations, GBAC has you covered. Our team specializes in business valuation, economic analysis, and financial consulting to help you make informed decisions about your investments. In addition to business consulting, GBAC also provides property management services through our sister company, Global Brokerage Alliance, LLC. Our unique approach to property management focuses on "micro management oversight" to ensure maximum cashflow return for property owners. From tenant relations to accounts payable, we handle every aspect of property management with precision and attention to detail.
301 E Ocean Ave Suite #3, Lantana, FL 33462, United States -
Isaacson Tax & Estate Advisors
● ClosedIsaacson Tax & Estate Advisors is a reputable finance institution located in Boynton Beach, Florida. Since 2004, we have been providing full service retirement planning with a focus on individual goals rather than pushing products. Our team is accredited by the Better Business Bureau and actively involved in the local Chamber of Commerce. With a strong emphasis on personalized advice, we work closely with tax professionals and estate planning attorneys to tailor our services to each client's unique needs. As an independent firm, we offer unbiased advice and are dedicated to helping our clients achieve their financial goals. Visit our website to watch informative videos and learn more about our services. Advisory services are provided through Blackridge Asset Management, LLC, and securities are offered through Peak Brokerage Services, LLC. Isaacson Tax & Estate Advisors, Inc. is a separate entity from Peak Brokerage Services, LLC.
1301 N Congress Ave STE 350, Boynton Beach, FL 33426, United States -
US Policy Advisor
● ClosedUS Policy Advisor is a finance institution located at 1111 Hypoluxo Road, Lantana, Florida, United States. We specialize in providing various insurance services to ensure financial protection and peace of mind for our clients. Our services include term insurance, which offers affordable coverage for a specific period, permanent life insurance with a cash value component, mortgage protection, disability insurance, long-term care, and child and college planning. We also offer independent insurance brokerage services, giving our clients access to a wide range of insurance policies from multiple providers.
1111 Hypoluxo Rd #206, Lantana, FL 33462, United States -
Velocity Community Investment Services
● ClosedVelocity Community Investment Services is a finance and insurance agency located at 2801 PGA Boulevard in Palm Beach Gardens, Florida, United States. This institution provides a wealth of information through informative flipbooks that you can browse at your own pace. Use their calculators to run scenarios and make informed decisions about your finances. Please note that Velocity Community Credit Union provides referrals to financial professionals of LPL Financial LLC, with whom they have an agreement to receive payment for these referrals. This may create a conflict of interest, as the Financial Institution is not a current client of LPL for brokerage or advisory services.
2801 PGA Boulevard, Palm Beach Gardens, FL 33410, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 249 Royal Palm Way in Palm Beach, Florida, is a finance institution that offers a range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies based on their wealth management knowledge and expertise. They can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. The branch also prioritizes community involvement through volunteerism and charitable outreach.
249 Royal Palm Way, Palm Beach, FL 33480, United States -
Ladenburg Thalmann & Co
● OpenLadenburg Thalmann & Co is a renowned finance institution located at 2500 North Military Trail in Boca Raton, Florida, United States. With a strong reputation in the financial industry, Ladenburg Thalmann & Co offers a wide range of financial services to clients, including investment banking, asset management, and wealth management. Their experienced team of professionals provides personalized solutions to help individuals and businesses achieve their financial goals. Visit Ladenburg Thalmann & Co today for expert financial advice and services.
2500 N Military Trl # 460, Boca Raton, FL 33431, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 150 East Palmetto Park Road in Boca Raton, Florida, United States. Specializing in finance, Charles Schwab offers a wide range of services including investment management, retirement planning, and brokerage services. With a reputation for excellence and a commitment to providing personalized financial solutions, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit their office in Boca Raton to learn more about how they can help you secure your financial future.
150 E Palmetto Park Rd #100, Boca Raton, FL 33432, United States -
Element Pointe
● ClosedElement Pointe is a finance institution located at 333 Southeast 2nd Avenue in Miami, Florida. We specialize in family office wealth management planning, always putting our clients' interests first. Unlike traditional banks and brokerage firms, we are a fee-only, independent registered investment advisor, ensuring that we never earn commissions or referral fees for the sale of financial products. Our core goal is to align our interests with our clients' and provide objective, transparent, and knowledgeable advice. Through our open-architecture investment platform, experienced executive team, relationships with qualified custodians, and strategic technology alliances, we empower our clients to have greater insights into their investment portfolios and overall financial picture.
333 SE 2nd Ave #2520, Miami, FL 33131, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to client service and community involvement, supporting various charitable initiatives. With a focus on understanding clients' goals and needs, Merrill Lynch Wealth Management aims to help clients achieve their financial and life objectives. Their advisors receive ongoing professional training and mentoring to provide tailored investment approaches and wealth management advice. Merrill Lynch has been training financial advisors since 1946, offering expertise in assisting clients with their unique financial goals. It's important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services, with a focus on building strong client relationships and business growth.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Stifel
● OpenStifel is a renowned financial institution located at 25 West Cedar Street in Pensacola, Florida, United States. Specializing in finance, Stifel offers a wide range of financial services including investment banking, wealth management, and brokerage services. With a reputation for excellence and a commitment to providing personalized financial solutions, Stifel is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Stifel today to learn more about how they can help you secure your financial future.
25 W Cedar St suite 600, Pensacola, FL 32502, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 690 State Route 50 in Clermont, Florida, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you achieve your financial goals. With three different ways to connect with us, we cater to your unique financial journey. Our Chief Investment Office provides insights on inflation, interest rates, volatility, and investments. Take our quick quiz to receive actionable steps for your long-term goals. Please note that investing involves risk, and past performance does not guarantee future results. Consult with your legal and tax advisors before making any financial decisions. We offer brokerage, investment advisory, and other services to meet your needs. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and its affiliated banks. Trust the expertise of Merrill Lynch Wealth Management to help you navigate the complex world of finance.
690 State Rte 50, Clermont, FL 34711, United States -
Truist - ATM
● OpenTruist - ATM is a financial institution located at 15375 U.S. 441, Eustis, Florida, United States. This ATM offers various services such as checking if you're pre-qualified for a Truist credit card, finding the right loan, and providing banking products and services including loans and deposit accounts. Trust and investment management services are also available, as well as securities, brokerage accounts, and insurance options. Mortgage products and services are offered through Truist Bank, with all professionals registered on the Nationwide Mortgage Licensing System & Registry. Truist Advisors may be associated persons of Truist Investment Services, Inc. and/or Truist Advisory Services, Inc. Customers should be able to speak, read, and understand English or have a translator, as communications will be provided in English. Translation or language access services may be available for those with Limited English Proficiency.
15375 US-441, Eustis, FL 32726, United States -
Morgan Stanley Smith Barney
● ClosedMorgan Stanley Smith Barney, located at 3000 Bayport Drive in Tampa, Florida, offers a wide range of financial solutions to meet your needs. Whether you prefer to invest on your own or work with a dedicated Financial Advisor, we have options to suit your investment style. From easy-to-use tools for building your portfolio to comprehensive financial planning, we are here to help you plan and prepare for key life stages and events. Our firm is registered with FINRA's BrokerCheck, so you can trust in the expertise of our investment professionals. Please note that certain accounts may have minimum asset levels and eligibility requirements. E*TRADE from Morgan Stanley offers $0 commission for online US-listed stock, ETF, and options trades, with additional fees for certain transactions. Our Annual Advisory Fee is 0.30%, or as low as $1.50 for $500 in assets, and covers the direct fee charged to clients in the advisory program. Please visit our website for more information on account disclosures, fees, and important information. Securities products and services are offered through E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC, separate but affiliated companies. Invest with confidence knowing that Morgan Stanley Wealth Management is a trusted business that prioritizes your financial goals.
3000 Bayport Dr, Tampa, FL 33607, United States -
Stifel
● OpenStifel is a reputable finance institution located at 2605 Enterprise Road East in Clearwater, Florida, United States. With a strong focus on providing comprehensive financial services, Stifel offers a wide range of investment options and financial solutions to meet the needs of their clients. Their experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to invest, save for retirement, or manage your wealth, Stifel is committed to providing top-notch service and guidance every step of the way.
2605 Enterprise Rd E #168, Clearwater, FL 33759, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 2623 US Highway 27 South in Sebring, Florida, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy with timely insights. Choose from three different ways to connect with us based on your unique financial journey. Receive expert advice on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable steps towards your long-term goals. Keep in mind that investing involves risk and it's important to consult legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services to help you achieve your financial goals. Insurance, annuity products, trust, fiduciary, and investment management services are also available through Bank of America subsidiaries. Trust the expertise of Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser. Make informed decisions with the help of Merrill's financial advisors and gain access to a variety of banking products through Bank of America.
2623 US Hwy 27 S, Sebring, FL 33870, United States -
United Mortgage Advisors, Inc.
● ClosedUnited Mortgage Advisors, Inc. is an independent mortgage brokerage located in North Port, Florida, serving the entire state of Florida. Our dedicated team of mortgage professionals is committed to providing low rates, closing costs, and exceptional customer service. Whether you are a first-time home buyer, looking to purchase a second property, or refinancing your current home, we are here to help you every step of the way. With our quick and easy tools, you can find out what you qualify for now. Our experienced team will help you secure a home purchase loan with today's great mortgage rates, making your dream home affordable. We offer fast funding options, property evaluations, cash-out refinancing, and pre-approval letters to help you make informed decisions about your home ownership journey.
2563 Toledo Blade Blvd Unit 1, North Port, FL 34289, United States -
Breaud Insurance Agency
● ClosedBreaud Insurance Agency, located at 10121 Sinton Drive in Pensacola, Florida, is a specialized insurance agency that focuses on providing comprehensive coverage for boats, aircraft, and classic cars. Founder Alec Breaud, a veteran of the marine industry, ensures that each client receives personalized and expert advice on their insurance needs. With a deep understanding of the unique requirements of different types of watercraft, the agency works with top carriers to secure the best coverage options for clients, whether they own a small pleasure craft or a luxury yacht. In addition to marine insurance, Breaud Insurance Agency also offers tailored policies for aircraft owners, including private pilots and corporate clients. The agency's relationships with global aviation brokerages allow them to find the most suitable coverage for a variety of fixed-wing and rotary-wing aircraft. For classic car enthusiasts, the agency provides affordable policies that offer peace of mind while cruising on today's busy roads.
10121 Sinton Dr, Pensacola, FL 32507, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 375 5th Avenue South in Naples, Florida, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to help individuals and businesses achieve their financial goals. The institution is known for its reliable and transparent approach to investing, making it a trusted choice for clients seeking expert financial advice and solutions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Schwab is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
375 5th Ave S #101, Naples, FL 34102, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors, located at 11725 Sherry Lane in Kendall, Florida, is a finance institution dedicated to helping clients succeed financially. They offer investment planning and advice to help clients achieve their financial goals and create the future they desire. Clients can contact Wells Fargo Advisors at 1-866-224-5708 Monday – Friday from 8:30 am to 9:30 pm ET, or at 1-877-879-2495 Monday – Friday from 8:00 am to midnight ET. The institution also has office locations in St. Louis, Missouri. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, both Members SIPC and separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Clients can track their money goals with LifeSync® in the Wells Fargo Mobile® app. Please note that for security reasons, clients should not include certain information in email correspondence with Wells Fargo Advisors. Links to third-party websites on the Wells Fargo Advisors website are provided for convenience and informational purposes only, and Wells Fargo Advisors is not responsible for the information contained on these websites.
11725 Sherry Ln, Kendall, FL 33183, United States -
Merrill Lynch Private Wealth Advisor Michael Thomas Persinski
● OpenMerrill Lynch Private Wealth Advisor Michael Thomas Persinski, located at 355 Alhambra Circle in Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the capabilities of a global financial institution. The private wealth advisors are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Clients have access to strategies designed to help achieve their goals, with a focus on multigenerational wealth management. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a deep understanding of clients' goals and a focus on developing a comprehensive wealth strategy. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution, creating tailored financial strategies for each unique situation. Clients can expect goals-based financial strategies designed to meet their evolving needs, with access to the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on providing personalized wealth management products and services. Investments involve risk, and clients should understand the differences between brokerage and investment advisory services when selecting the right service for their needs. Insurance and annuity products are also offered through Merrill Lynch Life Agency Inc. and other affiliated banks. The institution strives to provide clients with information about products and services that may be of interest, with a focus on relationship-based advertising and online behavioral advertising.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Smith Wealth Management Inc
● ClosedSmith Wealth Management Inc. is a finance institution located at 1425 Pinehurst Road in Dunedin, Florida, United States. With a focus on Investment Management, Life Management, and Wealth Management since 1977, our team is dedicated to helping individuals achieve their financial goals. We offer securities through First Allied Securities Inc., a Registered Broker Dealer, and advisory services through First Allied Advisory Services, a Registered Investment Adviser. Our website features interesting calculators for your financial planning needs. Please note that this site is for informational purposes only and we recommend consulting with your financial or tax advisor for personalized advice. Our services are available to residents of the United States, and our affiliated professionals are registered to conduct business in their respective states. Whether you are seeking brokerage services, investment advisory services, or both, our team of Registered Representatives and Investment Adviser Representatives are here to assist you. For additional information, please check the background of our investment professionals.
1425 Pinehurst Rd, Dunedin, FL 34698, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 101 East Kennedy Boulevard in Tampa, Florida, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a focus on long-term financial goals, the experienced advisors at Merrill Lynch provide tailored strategies for retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their personal and professional goals. Through volunteerism and charitable outreach, Merrill Lynch actively supports the communities in which they operate. The institution provides access to industry-skilled advisors, investing insights, wealth planning resources, and technology to help clients pursue their financial and life goals.
101 E Kennedy Blvd, Tampa, FL 33602, United States -
Advisor Expressions
● ClosedAdvisor Expressions is a boutique marketing team located at 7664 Colony Palm Drive, Boynton Beach, Florida, United States. Specializing in marketing and communication services tailored to financial professionals and transportation logistics firms, we are the marketing partner for successful advisors and firms who need a dependable team to increase visibility and enhance client experience. Our dedicated team creates, executes, and tracks all communications and campaigns for you, helping turn transactional customers into lifelong clients. We develop a marketing and communication plan to consistently distribute your message to your community and prospects, while our ongoing support ensures that your marketing plan is executed seamlessly. With experience in running in-house marketing departments at independent Broker-Dealers and RIAs, as well as coaching freight brokerage firms, our team can create custom, meaningful content and communications to set your company apart from others. Let us help improve your online presence and take your company to a whole new level. Contact Advisor Expressions for all your marketing needs and stay up to date with tips, articles, and useful info.
7664 Colony Palm Dr, Boynton Beach, FL 33436, United States -
Marisa J Flit - Merrill Lynch
● OpenMarisa J Flit - Merrill Lynch is a financial institution located at 900 U.S. 1, Jupiter, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients across all 50 states, the District of Columbia, and several US territories are guided towards achieving their desired lifestyles. The institution emphasizes the importance of connecting with the right advisor based on your needs and location. While investing comes with risks, the institution offers a broad range of brokerage, investment advisory, and other services to help clients make informed financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) provides investment products sponsored by affiliates of Bank of America Corporation and offers insurance, annuity products, trust, and fiduciary services. The institution also partners with various organizations to provide certification programs for financial professionals. Additionally, Bank of America Merrill Lynch operates globally, offering a range of banking and market services. Clients are encouraged to consult with legal and tax advisors before making financial decisions.
900 US-1 Suite 400, Jupiter, FL 33477, United States -
Investor Leads
● ClosedInvestor Leads, located at 1438 W Lantana Road in Lantana, Florida, has been a trusted provider of pre-qualified investor leads to the financial industry for over 30 years. Specializing in serving stockbrokers, financial advisors, private placement brokers, oil & gas, and commodity brokers, we offer fresh leads at competitive prices. With a deep understanding of the lead industry, Investor Leads has a long history of delivering quality leads to major brokerage firms. While our methods have evolved with technology, our commitment to providing excellent service remains the same. Whether you prefer to place an order by phone or through our website, we strive to fulfill orders quickly, often within one hour during business hours.
1438 W Lantana Rd Ste 275, Lantana, FL 33462, United States -
Bank of America Private Client Advisor John A Domenico
● OpenBank of America Private Client Advisor John A Domenico, located at 132 Royal Palm Way in Palm Beach, Florida, is dedicated to helping clients manage their significant wealth. With over 200 years of experience, the institution offers personalized strategies to meet the financial needs and goals of individuals, families, businesses, and institutions. By combining the resources of Bank of America with a personalized approach, the institution aims to help clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from Bank of America Private Client Advisor John A Domenico. The institution takes pride in its history of serving clients' best interests and continually innovating in a rapidly changing world. By providing disciplined financial strategies and a bridge across generations, the institution aims to help clients navigate evolving markets and the complexities of the financial landscape.
132 Royal Palm Way, Palm Beach, FL 33480, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a finance institution located at 110 East Atlantic Avenue in Delray Beach, Florida, United States. Our small team of Financial Professionals caters to both domestic and international private clients and institutions, offering a wide range of financial services such as asset management, retirement planning, corporate cash management, and wealth planning. With a strong reputation for exceptional service over the past decade, we are the only full-service wealth management boutique firm in Delray Beach. We provide personalized guidance tailored to each client's needs, combining the resources of a global investment brand with individualized attention.
110 E Atlantic Ave #340, Delray Beach, FL 33444, United States
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