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TOP 30 Financial decision making support in Boca Raton, FL
15 results found
A convenient service for searching for businesses, places and services
Merrill Lynch Financial Advisor Erik Perlman
Merrill Lynch Financial Advisor Erik Perlman, located at 1 Town Center Road in Boca Raton, Florida, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Erik Perlman can help you navigate today's changing market conditions and create a flexible financial plan. As a Registered Senior Wealth Management Client Associate, Erik Perlman follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations.
Merrill Lynch Financial Advisor Justin S Lumiere
Merrill Lynch Financial Advisor Justin S Lumiere is a finance institution located at 1 Town Center Road, Boca Raton, Florida, United States. Justin Lumiere advises individuals, families, trusts, and foundations on key aspects of investment management needs such as Accumulation, Preservation, Income, and Multi-Generational Transfer. With years of experience in the financial industry, Justin has been quoted in leading financial media outlets and has a strong background in Equity Research and Institutional Trading. He holds an MBA in Analytic Finance and is fluent in both English and French. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding clients' aspirations and priorities, offering personalized investment strategies and comprehensive financial solutions. With a commitment to helping clients achieve their financial goals, Justin Lumiere and his team provide ongoing support, advice, and updates to ensure clients stay on track. The institution emphasizes the importance of understanding clients' needs and priorities to create a financial approach that reflects their unique situation. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Justin Lumiere is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making financial decisions.
Kristen Hernandez - Financial Advisor, Ameriprise Financial Services, LLC
Kristen Hernandez is a Financial Advisor at Ameriprise Financial Services, LLC located at 2700 North Military Trail, Boca Raton, Florida, United States. Kristen 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kristen specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. Kristen is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance.
Christian Morales - TD Wealth Financial Advisor
Christian Morales - TD Wealth Financial Advisor is a reputable financial institution located at 21845 Powerline Road in Boca Raton, Florida, United States. As a trusted advisor, Christian Morales offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Christian Morales provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Christian Morales - TD Wealth Financial Advisor is dedicated to helping you make informed decisions and build a solid financial foundation.
Michael Korsten - Financial Advisor, Ameriprise Financial Services, LLC
Michael Korsten - Financial Advisor at Ameriprise Financial Services, LLC, located at 5200 Town Center Circle in Boca Raton, Florida, offers expert financial advice and services. With a focus on helping clients achieve their financial goals, Michael Korsten is a registered investment adviser and member of FINRA and SIPC. Potential clients can schedule a complimentary initial consultation to learn more about financial planning concepts and explore investment options. Ameriprise Financial Services, LLC provides a range of investment products and services, with a commitment to helping clients navigate the complexities of the financial market. By staying informed about market trends and offering personalized advice, Michael Korsten aims to support clients in building a more secure financial future. Whether you're new to investing or looking to enhance your current portfolio, Ameriprise Financial Services, LLC is dedicated to helping individuals make informed decisions about their finances.
Merrill Lynch Financial Advisor William LaPato
Merrill Lynch Financial Advisor William LaPato is a prestigious finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. This institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They focus on understanding your family, goals, and priorities to create a personalized investment strategy tailored to your lifestyle goals, taking into account your objectives, time horizon, liquidity needs, investment style, and risk sensitivity. The team at Merrill Lynch believes in helping you make investment-related decisions that align with your personally meaningful goals, whether it's planning for retirement, buying a home, or funding a child's education. They utilize the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The team at Merrill Lynch is committed to helping you reach your goals through a personalized planning strategy, addressing financial challenges, and potential opportunities. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals and focused on what you want to achieve. With a focus on ongoing communication and adjustments to your financial approach as your life and goals change, Merrill Lynch Financial Advisor William LaPato is here to help you achieve your financial goals.
Explosion trading academy
Explosion Trading Academy, located at 980 North Federal Highway in Boca Raton, Florida, is a school dedicated to helping individuals grow their trading skills and advance their careers in the industry. The academy promises at least 25 pips with every buy or sell decision made in the market. At ETA, opportunity meets integrity, and greatness is just around the corner. The academy is committed to helping everyone succeed in the trading industry, offering live support to those in need. Whether you are new to trading or looking to improve your skills, ETA provides a practical education platform to help you achieve your goals and dreams.
New York Life
New York Life, located at 7900 Glades Road in Boca Raton, Florida, is an insurance agency offering permanent policies with guaranteed death benefits and cash value that grows over time. They provide long-term coverage that is customizable to fit your needs and budget, as well as the ability to invest your policy's cash value in the market. New York Life also offers assistance for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Their services include helping you pay for college expenses, receiving income for as long as you need it, and creating an investment strategy for future financial needs. They also offer insurance for employees, executives, business owners, and other options to help small businesses thrive. With over 12,000 agents nationwide, New York Life is dedicated to providing tailored solutions to meet your financial goals.
Robinson and Casey PLLC
Robinson and Casey PLLC is a legal institution located at 4400 North Federal Highway in Boca Raton, Florida. At Robinson & Casey, you will find a team of compassionate and dedicated advocates who are committed to taking care of people. Specializing in areas such as the Marchman Act, guardianship, and personal injury cases, our firm prides itself on representing individuals and focusing on the needs of our clients. Whether you are seeking legal guidance or representation, we have the expertise to assist you every step of the way. The Marchman Act enables families or close associates to request court-mandated treatment for individuals struggling with alcohol or substance abuse. Our firm has experience representing individuals subject to Marchman Act petitions, as well as assisting concerned relatives or friends who have initiated these petitions. We are here to provide guidance and support throughout the Marchman Act process.
SunTax Consulting, LLC
SunTax Consulting, LLC is a finance institution located at 2200 Corporate Boulevard Northwest, Boca Raton, Florida, United States. Our services go beyond traditional financial reports and IRS forms, as we understand the complexity and challenges of modern finance. By delegating your financial affairs to our experienced professionals, you can make the best decision for your financial well-being. We offer high-quality services both in-person and remotely, utilizing innovative IT technologies and secure online communication methods. Our goal is to provide excellent professional services while creating the best customer experience for our clients. Cybersecurity and data safety are always our top priorities.
Anchor Business Brokers
Anchor Business Brokers is a reputable finance institution located at 5814 Northwest 24th Terrace in Boca Raton, Florida, United States. Specializing in facilitating the buying and selling of businesses, Anchor Business Brokers offers expert guidance and support to clients looking to make strategic financial decisions. With a team of experienced professionals, they provide personalized services to help clients achieve their business goals. Whether you are looking to sell your business or acquire a new one, Anchor Business Brokers is dedicated to helping you navigate the complex world of business transactions with ease and confidence.
Perr&Knight
Perr&Knight, located at 225 Northeast Mizner Boulevard in Boca Raton, Florida, is a leading finance institution specializing in actuarial consulting and insurance operations solutions. Since 1994, Perr&Knight has been providing cost-effective and practical solutions to insurance entities of all sizes, helping clients reduce costs, improve compliance, and gain a competitive edge in the market. With a team of consulting actuaries, data scientists, and technology experts, Perr&Knight offers integrated services to help insurance companies make smarter decisions, design customized products, and stay ahead of regulatory changes. From strategic technology planning to state filings support, Perr&Knight's expertise and cutting-edge software solutions ensure efficiency and accuracy in all aspects of insurance operations.
Kass Shuler Investor Advocates South Florida
Kass Shuler Investor Advocates South Florida is a trusted institution located at 7280 West Palmetto Park Road in Boca Raton, Florida. Our team of experienced professionals is dedicated to advocating for investors in South Florida, providing expert guidance and support in navigating the complexities of the financial world. Whether you are a seasoned investor or just starting out, we are here to help you protect your investments and make informed decisions for a secure financial future. Visit us today to learn more about how we can assist you in achieving your investment goals.
Capital Alliance Investment
Capital Alliance Investment is a renowned finance institution located at 6025 Boca Colony Drive in Boca Raton, Florida, United States. With a strong reputation for delivering top-notch financial services, we cater to a diverse range of clients seeking investment opportunities and financial advice. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest in stocks, bonds, real estate, or any other asset class, Capital Alliance Investment is here to provide expert guidance and support every step of the way. Visit us today and let us help you make informed decisions to grow and protect your wealth.
H&R Block
H&R Block is a renowned accounting and finance institution located at 9774 Glades Road in Boca Raton, Florida, United States. With a strong reputation for providing professional tax preparation services, financial advice, and other accounting services, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they make informed decisions to achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment planning, H&R Block is committed to providing expert guidance and support.
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