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TOP 30 Financial expertise in Plantation, FL
52 results found
Search for local businesses, places and services near you
The Saffer Financial Group, Inc.
The Saffer Financial Group, Inc. is a reputable finance and insurance agency located at 7860 Peters Road in Plantation, Florida, United States. With a strong commitment to providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we offer a wide range of services to meet your needs. Trust The Saffer Financial Group, Inc. to provide you with the expertise and guidance you need to secure your financial future.
CSG Financial Services Inc
CSG Financial Services Inc is a reputable accounting and finance institution located at 10091 Northwest 1st Court in Plantation, Florida, United States. With a team of experienced professionals, CSG Financial Services Inc offers a wide range of financial services including accounting, financial planning, tax preparation, and investment management. Clients can trust in the expertise and dedication of the staff at CSG Financial Services Inc to help them achieve their financial goals.
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 10050 Northwest 1st Court, Plantation, Florida, United States. The team at Thomas Harbour specializes in providing personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. They offer a range of certifications and designations, including 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®. These certifications ensure that the advisors at Thomas Harbour have the expertise and knowledge to help clients make informed financial decisions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Thomas Harbour is committed to providing you with comprehensive and personalized financial solutions.
Abigail Linn - Financial Advisor, Ameriprise Financial Services, LLC
Abigail Linn, a Financial Advisor at Ameriprise Financial Services, LLC, located at 10050 Northwest 1st Court in Plantation, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. Abigail holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. She is also trained as a Certified Divorce Financial Analyst and Certified Estate Planner™, providing specialized services to clients going through major life transitions. With a commitment to ethical practices and ongoing education, Abigail is dedicated to helping clients make informed financial decisions and achieve their long-term goals.
Edward Jones - Financial Advisor: Ana M Camacho
Edward Jones - Financial Advisor: Ana M Camacho is a trusted financial institution located at 1250 South Pine Island Road in Plantation, Florida. As a dedicated financial advisor, Ana M Camacho provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Ana M Camacho can help guide you through the process with expertise and care. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ana M Camacho is committed to helping clients secure their financial future.
Michael Taylor - Financial Advisor, Ameriprise Financial Services, LLC
Michael Taylor is a Financial Advisor at Ameriprise Financial Services, LLC located at 8201 Peters Road in Plantation, Florida, United States. Michael holds several certifications including 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing professional development, Michael is dedicated to providing high-quality financial advice to his clients.
Regina Collaro - Financial Advisor, Ameriprise Financial Services, LLC
Regina Collaro is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Regina holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. Additionally, Regina is knowledgeable in Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Fund Specialist services. With a focus on providing comprehensive financial planning solutions, Regina Collaro is dedicated to helping clients achieve their financial goals and secure their financial future."
Edward Jones - Financial Advisor: Craig M Rosen, CFP®
Edward Jones - Financial Advisor: Craig M Rosen, CFP® is a reputable financial institution located at 1250 South Pine Island Road in Plantation, Florida. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the team at Edward Jones. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Craig M Rosen, CFP® is dedicated to providing personalized solutions to meet your financial needs.
Merrill Lynch Financial Advisor Alfredo Aguirre
Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
Fintech Academy
Fintech Academy is a cutting-edge school located at 7300 Northwest 17th Street in Plantation, Florida, United States. Our institution specializes in providing top-notch education and training in the rapidly growing field of financial technology (fintech). With a focus on practical skills and hands-on experience, our academy equips students with the knowledge and expertise needed to thrive in the competitive fintech industry. Whether you are looking to launch a career in fintech or enhance your existing skills, Fintech Academy is the perfect place to start your journey to success.
Dan Cato - State Farm Insurance Agent
Dan Cato - State Farm Insurance Agent is an insurance agency located at 9633 West Broward Boulevard in Plantation, Florida. Situated in the Central Park Place Shopping Plaza, between Pine Island and Nob Hill on W Broward Blvd, Dan Cato Insurance Agency proudly serves South Florida with a range of insurance options including Auto, Home, Renters, Condo, Recreational Vehicles, Watercraft, Life, and Business Insurance. With over 41 years of experience as a State Farm agent and 47 years living in Plantation, Dan Cato and his team of licensed insurance professionals have the expertise to help you with your specific insurance needs. They understand the challenges of the South Florida insurance market and are dedicated to protecting what is important to you. In addition to traditional insurance options, State Farm also offers Life insurance, with a focus on providing the right policy for your budget during Life Insurance Awareness Month. Whether you are a business owner looking to protect your financial goals or a senior navigating housing options, Dan Cato - State Farm Insurance Agent is here to help. Please note that sensitive personal information should not be included in communications with the agency. For those using a screen reader and experiencing difficulty with the website, please call (954) 370-8100 for assistance. Life Insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten in the United States by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm entities do not provide tax or legal advice and recommend consulting a professional for advice on personal circumstances.
Morgan & Morgan
Morgan & Morgan is a reputable law firm located at 8151 Peters Road in Plantation, Florida, United States. Specializing in personal injury cases, the experienced attorneys at Morgan & Morgan are licensed in Florida and have a strong track record of winning compensation for their clients. From insurance disputes to car accidents, slip and falls, medical malpractice, and more, the lawyers at Morgan & Morgan are dedicated to fighting for the rights of victims who have been injured due to someone else's negligence. Operating on a contingency fee basis, Morgan & Morgan ensures that clients do not have to pay upfront for legal services and are only charged if their case is won or settled. This provides peace of mind and allows clients to focus on their recovery without financial stress. The attorneys at Morgan & Morgan offer personalized representation, helping clients navigate the legal process and maximize their chances of receiving fair compensation.
Law Office of Robert D. Burgs
The Law Office of Robert D. Burgs, located at 8551 West Sunrise Boulevard in Plantation, Florida, is a dedicated institution specializing in family law matters such as divorce, paternity, child support, child custody, domestic violence, alimony, and division of assets. With nearly 30 years of experience, Robert D. Burgs Law is committed to providing compassionate and professional legal services to clients in South Florida. Attorney Robert Burgs, who has been practicing law in Broward County since 1987, brings a unique perspective to his practice, having previously worked as a firefighter/paramedic. His background in accounting also makes him well-equipped to handle the financial aspects of divorce cases. The firm's primary focus is on obtaining the best possible results for divorcing clients in a professional and cost-effective manner.
Law Office of John Bristol
The Law Office of John Bristol, located at 1776 North Pine Island Road in Plantation, Florida, offers legal services for individuals facing financial difficulties. Specializing in bankruptcy law, the office provides assistance with Chapter 7 bankruptcy, which is ideal for those with significant credit card, medical, and personal loan debt and few assets. Clients can file for bankruptcy with no money down and pay fees at a manageable rate of $100 per month. Chapter 7 bankruptcy can help individuals eliminate debt and start fresh, particularly if they are behind on mortgage payments, car loans, or owe money to the IRS. The office can help clients work out a payment plan to keep their home or other property, stop foreclosure proceedings, and halt aggressive debt collection actions. With the expertise of the Law Office of John Bristol, clients can navigate the complexities of bankruptcy law and find a solution to their financial challenges.
Law Office of Stephanie L. Schneider P.A.
The Law Office of Stephanie L. Schneider P.A. is a compassionate and dedicated institution located at 1776 North Pine Island Road in Plantation, Florida, United States. Specializing in elder law, Stephanie L. Schneider and her team provide quality services to seniors, young adults, and persons with disabilities of all ages. The firm takes a holistic approach to ensure that clients' legal, social, psychological, medical, and financial needs are met as they age. Collaborating with other professionals such as life care managers, social workers, and financial planners, the institution aims to be a trusted advisor through life's challenges. Services include long-term care planning, navigating public benefit programs, and creating legal documents such as wills, trusts, and powers of attorney. Stephanie L. Schneider is a Board Certified elder law attorney, offering expertise and knowledge in the field. Conveniently located in Broward County, the firm serves individuals and families throughout the State of Florida. Contact the Law Office of Stephanie L. Schneider P.A. at 954-382-1997 for a consultation fee quote and personalized legal advice.
Wild Felice & Partners, PA
Wild Felice & Partners, PA is a prestigious institution located at 1250 South Pine Island Road in Plantation, Florida, United States. Specializing in accounting, finance, and legal services, the firm is known for its expertise and dedication to providing top-notch solutions for their clients. With a team of experienced professionals, Wild Felice & Partners, PA offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are in need of financial planning, tax preparation, or legal representation, you can trust the experts at Wild Felice & Partners, PA to provide you with the highest level of service and professionalism.
DMG Worldwide Consulting LLC
DMG Worldwide Consulting LLC is a finance institution located at 2 South University Drive in Plantation, Florida, United States. Our mission is to guide entrepreneurs through challenges, help them capitalize on market opportunities, and ultimately increase their profitability. With our expertise and personalized approach, we aim to support businesses in achieving their financial goals.
Sterling Wealth Advisors®, Inc.
Sterling Wealth Advisors®, Inc. is a leading finance institution located at 8201 Peters Road in Plantation, Florida, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we have the expertise and resources to guide you every step of the way. Trust Sterling Wealth Advisors® to provide you with the highest level of financial advice and support.
Egerton Bullock - Morgan Stanley
Egerton Bullock - Morgan Stanley is a prestigious finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a reputation for excellence in financial services, Egerton Bullock - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized guidance and expertise to ensure that each client receives the highest level of service. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Egerton Bullock - Morgan Stanley is dedicated to helping you succeed.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.
Fiske - Business Valuation Expert
Fiske - Business Valuation Expert is a renowned institution located at 1250 South Pine Island Road in Plantation, Florida, United States. Specializing in accounting and finance, Fiske is a trusted provider of tax advice, preparation, litigation support, business valuation, and advisory services. With a team of Certified Public Accountants (CPAs), Certified Fraud Examiners (CFE), and Certified in Financial Forensics (CFF) professionals, Fiske offers expert testimony and forensic accounting services to protect assets and ensure accurate financial reporting. Established in 1972, Fiske is highly recommended in South Florida and recognized as one of the Top 25 Litigation Support Accounting Firms, Top Local Provider of Business Valuation, and Top Women-Owned Business in the region. As an independent member of the BDO Alliance USA, Fiske has access to resources from BDO USA and other Alliance firm members to better serve clients.
MRW Consulting Group LLP
MRW Consulting Group LLP, located at 950 South Pine Island Road in Plantation, Florida, offers a wide range of consulting and advisory services for individuals, businesses, and public sector clients. With over 100 years of combined experience in law enforcement, government service, and private sector advisory services, the team at MRW Consulting Group goes beyond the numbers on financial statements to create strategies for their clients. Specializing in forensic accounting, compliance assessments, tax consultation, expert witness testimony, fraud investigations, and more, MRW Consulting Group is committed to meeting the specific needs of their clients with the highest professional and ethical standards. The firm's philosophy of blending technical expertise with practical applications to complex forensic issues has led to successful engagements in both the private and public sectors. With a focus on white collar crime litigation support, criminal and civil tax controversies, anti-money laundering, and bank secrecy act services, MRW Consulting Group is recognized as a leading forensic firm in the South Florida area. Contact MRW Consulting Group at 954-523-8001 or email luis@themrwgroup.com for more information on their services.
Ledger Plus
Ledger Plus is a reputable accounting and finance institution located at 150 South University Drive in Plantation, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Ledger Plus has the expertise to meet your needs. Trust us to help you navigate the complexities of accounting and finance with precision and care. Visit us today to learn more about how we can assist you in achieving your financial goals.
CF Law: Law Offices of Craig Feldman
CF Law: Law Offices of Craig Feldman is a reputable institution located at 300 South Pine Island Road in Plantation, Florida, United States. Specializing in finance, insurance, and legal services, this institution is known for its expertise in providing top-notch legal representation and advice to clients in need. Led by experienced lawyer Craig Feldman, the team at CF Law is dedicated to helping individuals and businesses navigate complex legal issues with confidence and ease. Whether you are seeking assistance with financial matters, insurance claims, or legal disputes, CF Law is committed to providing personalized solutions tailored to meet your specific needs. With a track record of success and a commitment to excellence, CF Law is a trusted partner in the legal community.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Corey Engelhard - Morgan Stanley
Corey Engelhard - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Specializing in wealth management, investment advice, and financial planning, Corey Engelhard and his team at Morgan Stanley provide personalized services to help clients achieve their financial goals. With a strong reputation for integrity and expertise in the financial industry, clients can trust Corey Engelhard - Morgan Stanley to provide sound financial guidance and support.
Sophie-Anne Viard - Coastal Wealth
Sophie-Anne Viard - Coastal Wealth is a leading financial solutions firm located at 1200 South Pine Island Road, Plantation, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solutions firm in the nation. Our core values include integrity, transparency, and ethical conduct, and we strive to provide unparalleled financial expertise in a diverse and inclusive environment. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique goals. Our team of experienced professionals is dedicated to guiding you through a personalized financial journey with integrity, diversity, innovation, collaboration, and responsibility. We are committed to upholding the highest standards of excellence and transparency in all that we do.
John Hays - Morgan Stanley
John Hays - Morgan Stanley is a prestigious finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for providing expert financial services and investment advice, the professionals at John Hays - Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, the experienced team at John Hays - Morgan Stanley is ready to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
Julie Morris Axelrod - Morgan Stanley
Julie Morris Axelrod - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Julie Morris Axelrod - Morgan Stanley is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Julie Morris Axelrod - Morgan Stanley to help you navigate the complexities of the financial world with confidence and expertise.
Norman M. Kronstadt, P.A. Certified Public Accountant
Norman M. Kronstadt, P.A. Certified Public Accountant is a trusted accounting and finance institution located at 8211 West Broward Boulevard in Plantation, Florida, United States. With years of experience and expertise, our team provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. We are committed to delivering accurate and reliable financial solutions to individuals and businesses alike. Contact us today to schedule a consultation and let us help you achieve your financial goals.
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