Financial health assessment in The Villages, Florida

Merrill Lynch Financial Advisor Michael E Rose, located at 1100 Canal Street in The Villages, Florida, is a finance institution dedicated to helping clients plan for the retirement they've always envisioned. Supported by the global resources of Merrill, the team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch will work with you to understand your unique priorities and full financial picture, offering options for managing your 401(k) or other plan-sponsored accounts. They can help you rollover to an IRA, convert to a Roth IRA, rollover a 401(k) from a prior employer, take a distribution, or leave the account where it is, all while considering different investment options, services, fees, and tax implications.

David DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David holds various 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.

Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. Catherine Harris holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Catherine Harris is dedicated to providing ethical and professional financial advice to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.

Merrill Lynch Financial Advisor Anthony Gould is located at 1100 Canal Street in The Villages, Florida, United States. The institution is a finance type, offering personalized financial strategies and wealth management services for affluent families, individuals, and successful business owners. With over two decades of experience in Central Florida, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams", Merrill Lynch advisors are committed to setting the standard for exemplary client service. With access to the global resources of Merrill, the team is comprised of talented and experienced individuals who work together seamlessly to deliver appropriate solutions that address all aspects of their clients' financial lives. By embodying core values such as integrity, knowledge, respect, and teamwork, Merrill Lynch advisors strive to provide the highest level of service and support to help clients achieve their financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, advisors tailor financial strategies to reflect each client's unique needs, priorities, and goals. The team works with clients to develop a customized financial approach designed to help manage, grow, and preserve wealth for the long-term. With a focus on personalized advice and professional management, Merrill Lynch advisors help clients stay on track towards pursuing their objectives. By building a dedicated one-on-one relationship with clients, Merrill Lynch Wealth Management Advisors are committed to providing comprehensive financial solutions to help navigate the financial and economic landscapes. Whether it's planning for retirement, managing future health care expenses, or passing wealth to future generations, Merrill Lynch advisors are dedicated to helping clients pursue their goals and live their best financial life.

Victoria Carosella - State Farm Insurance Agent is a dedicated insurance agency located at 617 U.S. 301 in Sumterville, Florida. Our team is motivated, knowledgeable, and passionate, ready to assist you with all your insurance needs. We aim to provide you with the information and guidance necessary to make informed decisions to protect what matters most to you. As a State Farm agent since 2015, I have a deep belief in State Farm's products and have been a loyal customer since I first started driving. Our office offers a range of insurance products including auto, home, life, business, pet insurance, Quicken loans, and other banking products. We serve the towns of The Villages, Clermont, Wildwood, Webster, Bushnell, Lake Panasoffkee, Fruitland Park, Leesburg, and other surrounding areas. Our team is committed to providing efficient and professional service to our customers in Sumterville and the surrounding areas. We conduct personalized comprehensive reviews of our customers' insurance needs to ensure they have the right coverage. Whether you need auto, home, life, or small business insurance, we are here to help. We prioritize building lasting relationships with our customers, family, and community to make a positive impact.

Scott Nelms - State Farm Insurance Agent is a trusted insurance agency located at 4853 34th Street South in St. Petersburg, Florida. With a strong presence in the Marina Village shopping center, our agency is committed to serving the community and helping individuals manage the risks of everyday life. Our team is led by Scott Nelms, a dedicated professional with over 25 years of experience in the insurance industry. Scott is a licensed agent in Property & Casualty, Life and Health lines, and is passionate about providing personalized service to each customer. Born and raised in Florida, Scott understands the unique insurance needs of the St. Pete area and is proud to help both long-time residents and newcomers alike.

Jimmy Burkhart - State Farm Insurance Agent is a reputable insurance agency located at 10709 Southwest 104th Street in Miami, Florida. Situated in Killian Professional Village next to Miami Dade College Kendall Campus, our agency proudly serves The Falls, Kendall, Palmetto Bay, Pinecrest, and all of Miami and the entire State of Florida. As a State Farm Insurance Agent since 2001 and a lifelong resident of Kendall, I am committed to providing top-notch customer service and assisting with all of your insurance needs. With a team of agents boasting over 100 years of combined insurance experience, we offer a wide range of insurance products including Auto, Motorcycle, Home, Flood, Condo, Renters, Business, and Life insurance.

Susan Saunders - Raymond James is a finance institution located at 13000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. With a focus on personalized financial services, Susan Saunders and her team at Raymond James provide expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Susan Saunders - Raymond James is dedicated to providing top-notch service and support.