Financial guidance near me in Lake City, FL
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Six Pillars Financial Advisors
● ClosedSix Pillars Financial Advisors is a finance institution located at 2073 Summit Lake Drive, Tallahassee, Florida, United States. They offer a range of financial planning services to help you see the big picture of your finances. You can contact them at 3343 Thomasville Road, Tallahassee, FL 32308 or by phone at (850) 488-0035, ext 2107. Securities are offered through LPL Financial, a registered broker-dealer, and insurance products are offered through LPL or its licensed affiliates. Investment advice is offered through Independent Advisor Alliance, a separate entity from LPL Financial. Please note that First Commerce Credit Union and Six Pillars Advisors are not registered as a broker-dealer or investment advisor. The registered representatives of LPL offer products and services using Six Pillars Financial Advisors and may also be employees of First Commerce Credit Union. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value.
2073 Summit Lake Dr #100, Tallahassee, FL 32314, United States -
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.
6151 Lake Osprey Dr Ste 329, Sarasota, FL 34240, United States -
Tallahassee Financial Advisors
● ClosedTallahassee Financial Advisors is a trusted financial institution located at 3015 Shannon Lakes Drive North in Tallahassee, Florida. Our team of experienced advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, our advisors are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.
3015 Shannon Lakes Dr N, Tallahassee, FL 32309, United States -
Lake Buena Vista High School
● ClosedLake Buena Vista High School is a prestigious secondary school located in Orlando, Florida, United States. Situated at 11305 Daryl Carter Parkway, this institution prides itself on providing a top-notch education to its students. With a strong focus on academic excellence, extracurricular activities, and community involvement, Lake Buena Vista High School prepares its students for success in college and beyond. The school boasts state-of-the-art facilities, dedicated teachers, and a supportive learning environment. Students at Lake Buena Vista High School are encouraged to reach their full potential and become well-rounded individuals.
11305 Daryl Carter Pkwy, Orlando, FL 32836, United States -
Meridian Financial Services
● ClosedMeridian Financial Services is a finance and insurance agency located at 3585 East Gulf to Lake Highway in Inverness, Florida, United States. The institution offers a range of financial services and products, including securities through Kovack Securities, Inc. Member FINRA/SIPC. Advisory services are provided through Kovack Advisors, Inc., a SEC registered investment advisory firm. Michael S. Haddigan is the registered professional at Meridian Financial Services and may only conduct business with residents of certain states and jurisdictions. The institution also provides access to calculators and informative videos on their website. Please note that Meridian Financial Services, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Links to external sites are provided as a courtesy and do not imply endorsement by Kovack Securities, Inc. or Kovack Advisors, Inc. For more information, you can check the background of Michael Haddigan, the investment professional at Meridian Financial Services.
3585 E Gulf to Lake Hwy, Inverness, FL 34453, United States -
R&K White Financial Corp
● ClosedR&K White Financial Corp is an insurance agency located at 4076 Florida 44, Wildwood, Florida, United States. Specializing in the Medicare market, R&K White Financial offers a range of insurance and financial services to clients in Clermont and the surrounding Marion, Lake, Polk, and Sumter counties since 2007. As the #1 United Healthcare Medicare Agency in Florida for multiple years, R&K White Financial exclusively offers United Healthcare products and services. Owners Ryan and Kiersten White, along with their team of experienced Medicare agents, are dedicated to helping clients navigate the complexities of Medicare Advantage, Medicare Supplements, and Medicare Part D Prescription Drug Coverage. Whether you are turning 65 or are already eligible for Medicare, the team at R&K White Financial can assist you in planning for your future medical financial requirements.
4076 FL-44, Wildwood, FL 34785, United States -
Independent Financial Services
● ClosedIndependent Financial Services is a comprehensive financial institution located at 20635 Amberfield Drive in Land O' Lakes, Florida. We offer a wide range of services including finance, health insurance, and legal advice. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or legal matters, Independent Financial Services is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
20635 Amberfield Dr Suite 102, Land O' Lakes, FL 34638, United States -
Florida Financial Academy
● ClosedFlorida Financial Academy is a leading insurance agency located in Orlando, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to our clients. Whether you are looking for insurance coverage for your home, car, or business, our experts are here to help you find the best options that suit your needs. Visit us at 6925 Lake Ellenor Drive and let us assist you in securing your financial future.
6925 Lake Ellenor Dr Suite 100, Orlando, FL 32809, United States -
MD Financial Solutions
● ClosedLocated at 4000 North State Road 7 in Lauderdale Lakes, Florida, MD Financial Solutions is a finance, insurance agency, and lawyer institution dedicated to protecting you and your loved ones from life's uncertainties. Our team of experts provides invaluable guidance to help you choose the right insurance coverage tailored to your personal or commercial needs. We prioritize education and asset protection, offering coverage comparisons from top-rated carriers across the nation. Our services include property and casualty insurance, as well as estate planning to ensure every aspect of your legacy is properly secured. Now offering estate planning services, book now to secure your assets and compare unique insurance quotes online through our comparative quoting form. Trust MD Financial Solutions to give you the peace of mind that comes with knowing your assets are fully protected from unforeseen events.
4000 N State Rd 7 SUITE 412, Lauderdale Lakes, FL 33319, United States -
East Lake Insurance & Taxes Tarpon Springs
● ClosedEast Lake Insurance & Taxes Tarpon Springs is a trusted institution located at 3033 Ridgeline Boulevard in Tarpon Springs, Florida. Specializing in accounting, finance, and insurance services, they provide expert guidance and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services to help clients navigate the complexities of tax preparation, insurance coverage, and financial planning. Whether you are looking for assistance with taxes, insurance policies, or investment strategies, East Lake Insurance & Taxes Tarpon Springs is dedicated to helping you achieve your financial goals.
3033 Ridgeline Blvd b2, Tarpon Springs, FL 34688, United States -
Nature Coast Financial Advisors, Inc
● ClosedNature Coast Financial Advisors, Inc is a finance and insurance agency located at 7070 West Gulf to Lake Highway in Crystal River, Florida, United States. They offer a 6-page instant download that covers key financial challenges in retirement planning. With a team of professionals, they can help you create a personalized plan for your ideal retirement. Attend one of their informational seminars to learn more about retirement income strategies and legacy planning. The institution offers insurance products through Nature Coast Financial, Inc and investment services through AE Wealth Management, LLC. Please note that investing involves risk and no strategy can guarantee a profit. Contact Nature Coast Financial Advisors, Inc for a complimentary analysis and guidance on your financial decisions.
7070 W Gulf to Lake Hwy, Crystal River, FL 34429, United States -
Nilda M Cintron: Primerica - Financial Services
● OpenNilda M Cintron: Primerica - Financial Services is a reputable finance and insurance agency located in Land O' Lakes, Florida, United States. With a commitment to helping individuals and families achieve financial security and success, they offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their experienced team of professionals is dedicated to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Trust Nilda M Cintron: Primerica - Financial Services to help you build a solid financial foundation for a secure future.
3632 LAND O' LAKES BLVD STE 106-3 NC, Land O' Lakes, FL 34639, United States -
Frank Reeves Jr: Primerica - Financial Services
● OpenFrank Reeves Jr: Primerica - Financial Services is a reputable finance and insurance agency located at 3632 Land O' Lakes Boulevard in Land O' Lakes, Florida, United States. Led by experienced financial advisor Frank Reeves Jr, the institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Frank Reeves Jr: Primerica - Financial Services is dedicated to providing personalized and professional guidance to meet your unique needs. Contact them today to start building a secure financial future.
3632 Land O' Lakes Blvd STE 106-3, Land O' Lakes, FL 34639, United States -
Timothy Sullivan - Prudential Financial
● OpenTimothy Sullivan - Prudential Financial is a reputable finance and insurance agency located at 379 Fennell Boulevard in Lady Lake, Florida, United States. With a strong commitment to helping clients achieve their financial goals, the institution offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. The experienced team at Timothy Sullivan - Prudential Financial provides personalized advice and guidance to help individuals and families secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, you can trust Timothy Sullivan - Prudential Financial to provide expert financial solutions tailored to your specific needs.
379 Fennell Blvd, Lady Lake, FL 32159, United States -
Sandra Washburn - Prudential Financial
● OpenSandra Washburn - Prudential Financial is a reputable finance and insurance agency located at 379 Fennell Boulevard in Lady Lake, Florida, United States. With a strong commitment to providing quality financial services, they offer a wide range of insurance products and investment solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients make informed decisions about their financial future. Whether you are looking for insurance coverage or investment opportunities, Sandra Washburn - Prudential Financial is here to help you every step of the way.
379 Fennell Blvd, Lady Lake, FL 32159, United States -
Fraga Financial Group
● ClosedFraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Mutual of Omaha® Advisors - Lake Mary
● ClosedMutual of Omaha® Advisors in Lake Mary, Florida is a finance and insurance agency located at 1064 Greenwood Boulevard. Our institution is dedicated to developing talented individuals through a comprehensive advisor training program that provides the knowledge and tools needed to succeed as a financial advisor. We offer marketing strategies, resources, and a supportive work environment to help you thrive in your career. As you grow, you will have opportunities to manage your own team and advance your career. We believe in our advisors and show our commitment through financial compensation and support. Our team of professionals is available to provide guidance, coaching, and assistance with financial strategies. If you are looking for a meaningful career where you can make a difference in the lives of others, contact us today or visit advisorcareers.com.
1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746, United States -
Jacques Jean-felix: Primerica - Financial Services
● OpenJacques Jean-felix: Primerica - Financial Services is a finance and insurance agency located at 1665 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. With a focus on providing comprehensive financial services, including insurance and investment solutions, the institution is dedicated to helping individuals and families achieve their financial goals. The experienced team at Jacques Jean-felix: Primerica is committed to providing personalized guidance and support to clients, ensuring they receive the best possible financial advice and assistance. Whether you are looking to protect your assets with insurance coverage or plan for the future with investment strategies, Jacques Jean-felix: Primerica is here to help you every step of the way.
1665 Palm Beach Lakes Blvd B-500 A, West Palm Beach, FL 33401, United States -
Max Sanchez: Primerica - Financial Services
● ClosedMax Sanchez: Primerica - Financial Services is a reputable finance and insurance agency located at 15327 Northwest 60th Avenue in Miami Lakes, Florida. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to insurance policies, Max Sanchez: Primerica is dedicated to providing personalized solutions to meet their clients' needs. Whether you are looking to secure your financial future or protect your loved ones, you can trust Max Sanchez: Primerica to provide expert guidance and support. Visit their office today to learn more about how they can help you plan for a secure financial future.
15327 NW 60th Ave #215C, Miami Lakes, FL 33014, United States -
Omar Marsans: Primerica - Financial Services
● OpenOmar Marsans: Primerica - Financial Services is a leading finance and insurance agency located in Miami Lakes, Florida. With a commitment to helping individuals and families achieve financial security and independence, our team at Omar Marsans: Primerica offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our experienced professionals are dedicated to providing personalized guidance and solutions tailored to meet the unique needs and goals of each client. Visit us at 15327 Northwest 60th Avenue to learn more about how we can help you secure your financial future.
15327 NW 60th Ave Suite 200, Miami Lakes, FL 33014, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
832 Lake Sumter Landing, The Villages, FL 32162, United States -
The Lake Sumter Group - Morgan Stanley
● OpenThe Lake Sumter Group - Morgan Stanley is a leading financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Specializing in wealth management, investment banking, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in all areas of finance. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, The Lake Sumter Group - Morgan Stanley is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you and your family for years to come.
832 Lake Sumter Landing, The Villages, FL 32162, United States -
Lake Advisory Group
● ClosedLake Advisory Group is a leading finance institution located at 108 South Old Dixie Highway in the picturesque town of Lady Lake, Florida. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Lake Advisory Group is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
108 S Old Dixie Hwy, Lady Lake, FL 32159, United States -
TIAA Financial Services
● OpenTIAA Financial Services is a comprehensive financial institution located at 510 County Road 466 in Lady Lake, Florida, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of services to help individuals and businesses manage their finances and protect their assets. With a team of experienced professionals, TIAA is dedicated to providing personalized solutions and expert guidance to help clients achieve their financial goals. Whether you need assistance with banking, investments, retirement planning, or insurance, TIAA Financial Services is here to help.
510 Co Rd 466 Suite 201, Lady Lake, FL 32159, United States -
Florida Small Business Consultants Inc. the Lake County Tax Pro
● ClosedFlorida Small Business Consultants Inc. the Lake County Tax Pro is a trusted institution located at 30 East Street Louis Avenue in Eustis, Florida, United States. Specializing in accounting and finance services, they provide expert guidance and support to small businesses in the Lake County area. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are looking to optimize your business finances or navigate complex tax regulations, Florida Small Business Consultants Inc. the Lake County Tax Pro is here to help you succeed.
30 E St Louis Ave, Eustis, FL 32726, United States -
The Money Tutor Financial Coaching
● ClosedThe Money Tutor Financial Coaching is a leading institution located at 265 Lake Link Road in Winter Haven, Florida, United States. Specializing in finance, our experienced team of professionals provides expert coaching and guidance to help individuals and businesses achieve their financial goals. Whether you need help with budgeting, investing, or planning for the future, our dedicated staff is here to support you every step of the way. With a focus on education and empowerment, The Money Tutor Financial Coaching is committed to helping our clients take control of their finances and build a secure financial future.
265 Lake Link Rd, Winter Haven, FL 33884, United States -
Breen Financial Management
● ClosedBreen Financial Management is a premier financial institution located at 1515 International Parkway in Lake Mary, Florida, United States. Specializing in finance, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Breen Financial Management is committed to providing top-notch financial guidance and support to individuals and businesses alike. Trust us to navigate the complex world of finance and help you make informed decisions to optimize your financial well-being. Visit us today and let us help you take control of your finances.
1515 International Pkwy STE 1019, Lake Mary, FL 32746, United States -
Wolfe Financial Group
● ClosedWolfe Financial Group is a leading accounting and finance institution located at 1515 International Parkway in Lake Mary, Florida, United States. Our team of expert tax preparers ensures that your taxes are completed accurately, efficiently, and in a timely manner. We create customized tax plans tailored to your unique business and personal situations. In addition to tax services, we offer Small Business Packages' Advisory Service to provide valuable financial advice and business planning to help you understand and improve your financial standing. Our institution also offers useful resources for financial management and forecasting to help you make informed decisions for your business.
1515 International Pkwy STE 1001, Lake Mary, FL 32746, United States -
Christian Financial Resources, Inc.
● ClosedChristian Financial Resources, Inc. is a finance institution located at 1485 International Parkway in Lake Mary, Florida, United States. As a trusted financial resource, they offer a wide range of financial services tailored to meet the unique needs of Christian individuals and organizations. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients achieve their financial goals while upholding Christian values and principles. Whether you are looking for investment opportunities, retirement planning, or assistance with budgeting and debt management, Christian Financial Resources, Inc. is committed to helping you make sound financial decisions that align with your faith.
1485 International Pkwy # 1001, Lake Mary, FL 32746, United States -
Vestrac Financial
● ClosedVestrac Financial is a leading finance institution located at 7200 Lake Ellenor Drive in Orlando, Florida, United States. With a team of experienced professionals, Vestrac Financial offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Clients can rely on Vestrac Financial for personalized advice and strategic financial guidance to help them achieve their financial goals. Visit us today to learn more about how Vestrac Financial can help you secure your financial future.
7200 Lake Ellenor Dr Suite 254, Orlando, FL 32809, United States
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