Financial education in Bonita Springs, Florida

Retallick Financial Group, located at 27911 Crown Lake Boulevard in Bonita Springs, Florida, is a trusted institution offering a range of services including accounting, finance, health, and insurance. Led by Don Retallick, the team at Retallick Financial Group is dedicated to helping clients achieve their long-term financial goals through the use of insurance products. They believe in honesty, integrity, and simplifying the complexities of retirement planning. Their seminars, held at upscale restaurants, provide clients with gourmet meals while offering valuable information on retirement in today's volatile climate. With a focus on protecting principal, providing a reasonable rate of return, and keeping things simple, Retallick Financial Group ensures that clients can retire well and enjoy the fruits of their labor.

Theresah Nyatefe Asare: Primerica - Financial Services is a finance and insurance agency located at 24301 Walden Center Drive in Bonita Springs, Florida. With a focus on providing comprehensive financial services, the institution offers a range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, Theresah Nyatefe Asare and her team are dedicated to providing personalized and professional service to meet the individual needs of each client. With a commitment to financial education and empowerment, Primerica aims to help clients secure their financial future and build wealth for generations to come.

Luis Angel Barriera Garay: Primerica - Financial Services is a finance and insurance agency located at 24301 Walden Center Drive in Bonita Springs, Florida, United States. Our institution offers a range of financial services to help individuals and families achieve their financial goals. With a focus on education and empowerment, we strive to provide our clients with the knowledge and tools they need to make informed decisions about their finances. Whether you're looking for help with investments, retirement planning, or insurance, our team of experienced professionals is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

James Miller is a financial advisor at Ameriprise Financial Services, LLC located at 9990 Coconut Road, Bonita Springs, Florida, United States. With a focus on retirement planning, education savings, and investment strategies, James provides personalized recommendations based on individual goals and risk tolerance. Clients receive regular progress reviews and updates to ensure their financial plan adapts to life changes. Access to accounts and progress tracking is available anytime, anywhere. Schedule a complimentary initial consultation to learn more about how James can help you achieve your financial goals. Please refer to FINRA's BrokerCheck website for background and qualification information. Member FINRA and SIPC.

Cody Stahl - Financial Advisor, Ameriprise Financial Services, LLC, located at 12621 Trade Way Drive in Bonita Springs, Florida, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Cody provides investment recommendations and portfolio management to help clients track their progress towards financial goals. Clients can access their accounts and track progress securely from any device. Cody Stahl is a registered investment adviser with Ameriprise Financial Services, LLC, and can only conduct securities business in states where properly registered. Schedule a complimentary initial consultation to learn more about how Cody can help you achieve a more confident financial future. Additional information is available on FINRA's BrokerCheck website.

Cozmo Beauty School, located in Bonita Springs, Florida, is a top-ranked institution offering courses in cosmetology, facial specialist programs, and nail technician programs. With over 20 years of experience in educating future salon leaders, Cozmo Beauty School stands out by focusing on industry education as a whole rather than just one brand. Financial aid, scholarships, and grants are available for qualifying students, making it accessible to all. The school also offers advanced workshops such as Microblading, Dermaplaning, and Nan0-Needling certifications taught by experienced educators. Cozmo Beauty School is the only NACCAS Accredited Beauty School in Bonita Springs, allowing students to apply for grants, student loans, scholarships, and payment plans. Professional development workshops are also available to the general public, making Cozmo Beauty School a hub for beauty education in the Bonita Springs and Naples area.

First Academy of Music, located at 9751 Bonita Beach Road Southeast in Bonita Springs, Florida, is a school that offers high quality music lessons for students of all ages and skill levels. The institution provides instruction for a variety of instruments, including piano, violin, voice, and more. Students from Bonita Springs and Southwest Florida communities choose First Academy of Music for its excellent programs and convenient scheduling. As a ministry of First Presbyterian Church of Bonita Springs, the institution offers lessons in piano, jazz piano, guitar, voice, violin, flute, saxophone, viola, cello, banjo, bass, organ, and bagpipes. Weekly instruction for the fall semester begins in mid-August, while the spring semester starts in mid-January. Recitals are scheduled at the end of each semester.

Griswold Care Pairing for Southwest Florida is a reputable institution located at 9200 Bonita Beach Road Southeast in Bonita Springs, Florida, United States. Specializing in high-quality home care services, our referred caregivers prioritize compassion, empathy, and dignity when caring for your loved ones. Whether your family member is recovering from an injury, living with a disability, or facing the challenges of aging, we are here to provide the support and assistance they need in the comfort of their own home. Our experienced caregivers offer personalized care plans tailored to meet the unique needs of each client. From assisting with household chores to providing personal care tasks, our team is dedicated to ensuring the well-being and comfort of your loved one. Whether you require overnight assistance, full-time care, or simply companionship, our caregivers are here to help.

Pelican Wealth Advisors, LLC is a finance institution located at 27499 Riverview Center Boulevard in Bonita Springs, Florida, United States. Our mission is to safeguard and grow your wealth with minimal risk, providing you with a comprehensive financial roadmap tailored to your goals. Our active investment strategies enhance returns while controlling risk, all at half the industry's standard fee. At Pelican Wealth Advisors, we believe in a holistic approach to wealth management that goes beyond mere portfolio management. Our team of advisors, financial planners, investment managers, tax accountants, and estate attorneys work together to create a bespoke retirement strategy for each client, ensuring a secure and comfortable future. Our personalized investment management services are tailored to each client's unique financial goals, with customized insurance strategies and detailed retirement plans to safeguard against unforeseen events.

Patricia A. Hulbert is a renowned institution located at 9990 Coconut Road in Bonita Springs, Florida, United States. The institution is dedicated to providing high-quality education and resources to students of all ages. With a focus on academic excellence and personal growth, Patricia A. Hulbert offers a wide range of programs and services to help students reach their full potential. The institution's experienced faculty and staff are committed to creating a supportive and nurturing learning environment for all students. Whether you are looking to further your education or develop new skills, Patricia A. Hulbert is the perfect place to achieve your goals.

Cindy Bombard, CPA PA is an accounting and finance institution located at 3380 Woods Edge Circle, Bonita Springs, Florida, United States. With a personalized approach and expertise in creative solutions, Cindy Bombard CPA, PA aims to save clients money and provide assistance with daily finances and business duties. Founder Cindy Bombard-Gotto, CPA, brings a wealth of experience and a strong interest in supporting local non-profits, particularly those serving people with special needs. With high standards for service and a commitment to professionalism, Cindy ensures that every client receives close personal attention and expert advice.

Walter Schacht - Regions Wealth Advisor is a finance institution located at 24836 South Tamiami Trail, Bonita Springs, Florida, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will provide unbiased guidance in designing a customized financial strategy tailored to your specific situation. Walter Schacht, a Wealth Advisor for Regions Private Wealth Management in Bonita Springs, FL, focuses on developing a comprehensive financial strategy to meet your goals. Regions Wealth Advisor can assemble a custom team of professionals to help maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. Appointment Scheduler is provided by Engageware Modal. Please contact us with any questions. Thank you for your time.

Life, Inc. Retirement Services, located at 8891 Brighton Lane in Bonita Springs, Florida, specializes in providing custom 401k plans for small and medium-sized businesses. Each retirement plan is tailored to fit the specific goals and objectives of the company, ensuring that employees are well taken care of financially. With dedicated support and personalized assistance, Life, Inc. helps businesses design and implement retirement plans that align with their budget and cash flow needs. Whether you are a self-employed individual or a small business just starting out, Life, Inc. offers a range of options to suit your unique requirements.

Sunrise Insurance Group, LLC is a full-service independent insurance agency located in Bonita Springs, Florida. Specializing in personal and commercial insurance policies, we are dedicated to meeting the individual needs of our clients. Our mission is to provide excellent service to our clients, partners, and community by building lasting relationships and exceeding expectations. At Sunrise Insurance Group, we prioritize our clients above all else. Our goal is to develop a personal relationship with each client to better understand their needs and provide them with the best insurance options. We believe in empowering our clients by educating them on the various insurance choices available, ensuring that their best interests are always our top priority.

Welcome to Rockford Construction, your trusted general contractor located at 9990 Coconut Road, Bonita Springs, Florida 34135. With over 35 years of experience, we specialize in transforming visions into reality through our comprehensive services in real estate development, construction, and property management. Our mission is to craft neighborhoods, businesses, and communities that thrive. At Rockford Construction, we believe that building a better world starts with great people. We are committed to quality, success, inclusivity, and continuous improvement. If you're passionate about making a difference and seeking a fulfilling career, you belong here. Join us in our mission to Build a Better World.

Welcome to FineMark National Bank & Trust, where exceptional service meets comprehensive financial solutions. Located at 10010 Coconut Road, Bonita Springs, Florida, we are committed to delivering the highest level of service to our clients. As a full-service bank, we offer a wide range of banking, trust, and investment options tailored to meet your financial needs. Our dedication extends beyond financial services; we strive to make a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers is here to provide expert insights and guidance, helping you stay informed and financially savvy.

Welcome to Regions Bank, located at 24836 South Tamiami Trail, Bonita Springs, Florida. We are your local partner in banking, finance, and money management, offering a wide range of services designed to meet your personal and business needs. Whether you need to send or receive money domestically or internationally, or pay bills without a checking account, we have you covered. At Regions Bank, we are committed to providing excellent customer service. You can bank with us anytime, anywhere, using our Online and Mobile Banking services and Mobile Banking App. Our knowledgeable professionals are here to offer guidance and support, helping you take the next step in your financial journey.

Welcome to FineMark National Bank & Trust, located at 26800 South Tamiami Trail, Bonita Springs, Florida. As a distinguished provider of banking, trust, and financial services, we are committed to delivering the highest level of service to our clients. Our comprehensive offerings include personalized banking solutions, expert trust management, and innovative investment strategies designed to meet your unique financial needs. At FineMark, we prioritize making a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers are dedicated to sharing their expertise, ensuring you remain informed and financially savvy. Explore our exclusive video resource library for detailed guidance on accessing and customizing your online banking experience, as well as insightful discussions on various financial topics.

Welcome to The Nick Naples Group at John R. Wood Properties | Christie's International Real Estate, your trusted partner for all your real estate needs in Southwest Florida. Located at 26269 South Tamiami Trail, Bonita Springs, Florida, our agency is committed to providing exceptional service and expertise in the dynamic real estate market of this beautiful region. About Us: Jennifer and Nick Naples relocated to Southwest Florida from New York City in 2004, following their direct experience of the tragic events of September 11, 2001. Their firsthand experience in the financial district during that time inspired their decision to settle in a community where they could raise their children in a nurturing environment. With over 15 years of experience, Nick Naples has become a highly respected figure in the Southwest Florida real estate industry. His extensive knowledge and exceptional skills have made him the go-to advisor for sophisticated real estate investors seeking to buy or sell residential properties.

Welcome to The A Team, your premier real estate agency located at 28900 Cavell Terrace, Naples, Florida. Operating under the esteemed John R. Wood Christie’s International Real Estate, The A Team is a dynamic group of real estate experts committed to delivering "A Level" service. Our team, consisting of Mal Griffin, Sarah Thompson, and Paige Ives, boasts decades of combined experience and specializes in the purchase and sale of luxury homes and condos in Southwest Florida. Our mission is to ensure a pleasant and efficient home buying or selling experience for each client, supported by a robust team skilled in technology, marketing, and customer care. Whether navigating the complexities of the market, managing open houses, or executing effective marketing strategies, we are equipped to meet your diverse needs. Our office team, affectionately known as the 'Angels', includes front desk staff Julie and Erika, who ensure every client interaction starts with a warm welcome.

Welcome to Beachway Chiropractic Spine & Injury Centers, your trusted partner in achieving optimal health and wellness. Conveniently located at 3301 Bonita Beach Road, Suite 312, Bonita Springs, FL 34134, we provide specialized chiropractic care aimed at relieving pain and restoring health. Our clinic offers flexible evening and weekend appointments to accommodate your busy schedule, ensuring you receive the care you need when you need it. We specialize in treating auto accident trauma injuries using precision, gentle chiropractic techniques supported by computer-aided treatment and neurological evidence-based solutions. Our clinic director, a licensed Doctor of Chiropractic in Florida, North Carolina, and formerly in Hawaii, brings extensive experience and a commitment to patient-centered care.