TOP 10 Financial health checkup in Florida
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Primerica Financial Services
Primerica Financial Services is an insurance agency located at 2073 Summit Lake Drive in Tallahassee, Florida, United States. They provide a range of financial services including life insurance, investments, and retirement planning. With a focus on helping individuals and families achieve financial security, Primerica offers personalized solutions tailored to each client's unique needs. Their experienced team of agents are dedicated to providing top-notch customer service and expert advice to help clients make informed decisions about their financial future. Whether you are looking to protect your loved ones with life insurance or grow your wealth through investments, Primerica Financial Services is committed to helping you reach your financial goals.
North Florida Financial
North Florida Financial is a reputable institution located at 401 East Virginia Street in Tallahassee, Florida. As a comprehensive finance, insurance agency, and lawyer firm, we provide a wide range of services to meet the diverse needs of our clients. Our team of professionals is dedicated to offering personalized and expert financial guidance, insurance solutions, and legal advice. Whether you are looking to secure your financial future, protect your assets with insurance, or need legal representation, North Florida Financial is here to help. Contact us today to schedule a consultation and learn how we can assist you in achieving your financial goals and protecting your interests.
Edward Jones - Financial Advisor: Matt Putney
Edward Jones - Financial Advisor: Matt Putney is a leading financial institution located at 474 South 6th Street in Macclenny, Florida, United States. As a trusted financial advisor, Matt Putney provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong client relationships, Edward Jones - Financial Advisor: Matt Putney is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Rich Henry: Primerica - Financial Services
Rich Henry: Primerica - Financial Services is a reputable insurance agency located at 9270 Bay Plaza Boulevard in Tampa, Florida. With a focus on providing top-notch financial services to individuals and families, Rich Henry and his team at Primerica are committed to helping clients achieve their financial goals. Whether you are looking for insurance coverage, investment advice, or retirement planning, the experts at Rich Henry: Primerica - Financial Services are dedicated to providing personalized solutions to meet your needs. Visit their office in Tampa today to learn more about how they can help you secure your financial future.
Sarasota Health and Financial Services
Sarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.
Justin R Felton: Primerica - Financial Services
Justin R Felton: Primerica - Financial Services is an insurance agency located at 7800 Southland Boulevard in Orlando, Florida, United States. This institution offers a wide range of financial services to help individuals and families plan for their future. From life insurance to retirement planning, Justin R Felton and his team are dedicated to providing personalized and professional guidance to their clients. With a focus on education and empowerment, Primerica aims to help individuals make informed decisions about their financial well-being. Whether you are looking to protect your loved ones or secure your retirement, Justin R Felton: Primerica - Financial Services is here to help you achieve your financial goals.
Waterstone Financial
Waterstone Financial is a leading finance institution located at 12597 New Brittany Boulevard in Fort Myers, Florida. With a strong presence in the United States, Waterstone Financial offers a wide range of financial services including banking, investment, and wealth management solutions. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help our clients achieve their financial goals. Visit us today to learn more about how Waterstone Financial can help you secure your financial future.
Merrill Lynch Financial Advisor Richard Dwyer
Merrill Lynch Financial Advisor Richard Dwyer is a renowned finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. With a strong reputation for providing expert financial advice and personalized investment strategies, Richard Dwyer and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Richard Dwyer is dedicated to helping you navigate the complexities of the financial world with confidence and success.
Edward Jones - Financial Advisor: Cody M Cervellera, CFP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Cody M Cervellera, CFP®|AAMS™|CRPC™ is a reputable finance institution located at 13848 Tilden Road, Winter Garden, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners, Accredited Asset Management Specialists, and Chartered Retirement Planning Counselors, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Trust in Edward Jones to guide you towards a secure financial future.
Kathleen Merriman - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen Merriman is a financial advisor at Ameriprise Financial Services, LLC located at 11065 Gatewood Drive in Bradenton, Florida, United States. Kathleen holds multiple 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®, 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 demonstrate Kathleen's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Kathleen is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.
Edward Jones - Financial Advisor: Tina M Richards
Edward Jones - Financial Advisor: Tina M Richards is a trusted financial institution located at 2104 Del Prado Boulevard South in Cape Coral, Florida. As a dedicated financial advisor, Tina M Richards provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Tina M Richards can help you create a customized financial strategy. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tina M Richards is committed to helping clients navigate the complexities of the financial world with confidence.
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10161 Centurion Parkway North, Jacksonville, Florida, United States, offers financial planning services to help clients achieve a more confident financial future. With a focus on investment products and services, Brad Huntley provides personalized advice to meet the individual needs of each client. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts and discuss their goals with Brad Huntley. As a registered investment adviser, Ameriprise Financial Services, LLC, provides investment advisory products and services to help clients navigate the complexities of the financial market. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC. Brad Huntley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can trust Ameriprise Financial Services, LLC to provide reliable and secure financial guidance.
Kasey Robbins, Financial Professional - New York Life
Kasey Robbins, Financial Professional at New York Life, located in Sunrise, Florida, offers a range of financial and insurance services. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, managing investments with market potential, and creating education and retirement savings plans. They also offer insurance options for businesses and employees. Kasey Robbins is dedicated to helping clients understand their financial needs and goals, providing personalized strategies for long-term financial security. With a focus on giving back to the community and charitable initiatives, Kasey Robbins and New York Life aim to support clients through all stages of life.
Pediatric & Adult Dentistry of the Palm Beaches
Pediatric & Adult Dentistry of the Palm Beaches, located at 3365 Burns Road in Palm Beach Gardens, Florida, is a top-rated dental institution offering a wide range of services for patients of all ages. Whether you need a routine checkup, cosmetic treatment, orthodontic care, or emergency services, our experienced team is here to provide you with the best dental care possible. Our office is equipped with the latest dental technology to ensure precise and comfortable treatment for every patient. We understand that dental care can be a financial concern, which is why we accept many insurance plans and offer flexible payment options to make your visit stress-free.
Nancy Mitchell
Nancy Mitchell is a reputable health institution located at 132 South Tyndall Parkway in Panama City, Florida. This institution offers a wide range of services including pharmacy and health products. With a focus on providing top-quality care and products, Nancy Mitchell is a trusted destination for all your health and wellness needs. Visit us today to experience exceptional service and expert advice in a welcoming environment.
Capital City Investments
Capital City Investments is a leading financial institution located at 800 South Jefferson Street in Monticello, Florida. As a trusted provider of finance services, we offer a wide range of investment options and financial solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Capital City Investments is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, is a financial institution dedicated to helping individuals, families, business owners, executives, and institutions navigate wealth planning challenges and opportunities. With a team of experienced advisors, the branch offers personalized financial strategies tailored to each client's unique goals and needs. Services include retirement income planning, guidance on investments, estate planning, and more. The branch is committed to client service and satisfaction, with a focus on understanding each client's current financial situation and long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch Wealth Management also supports the communities in which they operate.
Frank Rong CPA
Frank Rong CPA is a well-established accounting and finance institution located at 1425 Piedmont Drive East in Tallahassee, Florida, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Frank Rong CPA is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other accounting firms, making them a trusted partner for all your financial needs.
Grace Family Medicine
Grace Family Medicine, located at 12788 Forest Hill Boulevard, Wellington, Florida, is a top-tier medical institution offering quality care provided by compassionate and knowledgeable professionals. At Grace Family Medicine, patients of all ages receive the highest level of care while also benefiting from the financial advantages of the direct primary care membership model. The institution treats a wide range of acute and chronic conditions, including asthma, diabetes, hypertension, joint pain, thyroid issues, and anxiety. Services also include pediatric and women's health, preventive care physicals, medically supervised weight loss programs, and in-office lab work for added convenience.
Layla's House
Layla's House is an Early Childhood Community Center located at 1506 East Eskimo Avenue in Tampa, Florida. Situated in the Sulphur Springs neighborhood, we offer a range of services and resources to support families with children aged 0-5, as well as expectant parents. From playgroups and developmental checkups to workshops and community activities, Layla's House is here to help families navigate the challenges of raising children. Our programs include Baby & Me playgroups, Creative Learning sessions, Mix it Up mixed-age group activities, and workshops on topics such as family relationships, financial health, and newborn care. We also offer specialized courses for expecting parents, including childbirth education and infant massage workshops.
Eagle Vision Services, LLC
Eagle Vision Services, LLC is a leading provider of comprehensive eye care services located at 251 Mattie M Kelly Boulevard in Destin, Florida. Our dedicated team of experienced optometrists and ophthalmologists are committed to providing exceptional vision care to patients of all ages. From routine eye exams to advanced surgical procedures, we offer a wide range of services to meet the individual needs of each patient. With state-of-the-art technology and a focus on personalized care, Eagle Vision Services, LLC is your trusted partner in maintaining optimal eye health and clear vision. Contact us today to schedule an appointment and experience the difference our expertise can make in your eye care journey.
Bruce Cook - Raymond James
Bruce Cook - Raymond James is a finance institution located at 877 Executive Center Drive West in St. Petersburg, Florida, United States. With a focus on providing comprehensive financial services, Bruce Cook - Raymond James is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized investment strategies and financial planning services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bruce Cook - Raymond James is committed to providing exceptional service and expert guidance every step of the way.
Morgan Stanley Private Wealth Advisors
Morgan Stanley Private Wealth Advisors is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing personalized wealth management services to high-net-worth individuals, families, and organizations, their team of experienced advisors offers tailored investment strategies, financial planning, and comprehensive wealth management solutions. Clients can expect a high level of expertise, discretion, and personalized service to help them achieve their financial goals and secure their financial future.
Morgan Stanley Smith Barney
Morgan Stanley Smith Barney, located at 3000 Bayport Drive in Tampa, Florida, offers a wide range of financial solutions to meet your needs. Whether you prefer to invest on your own or work with a dedicated Financial Advisor, we have options to suit your investment style. From easy-to-use tools for building your portfolio to comprehensive financial planning, we are here to help you plan and prepare for key life stages and events. Our firm is registered with FINRA's BrokerCheck, so you can trust in the expertise of our investment professionals. Please note that certain accounts may have minimum asset levels and eligibility requirements. E*TRADE from Morgan Stanley offers $0 commission for online US-listed stock, ETF, and options trades, with additional fees for certain transactions. Our Annual Advisory Fee is 0.30%, or as low as $1.50 for $500 in assets, and covers the direct fee charged to clients in the advisory program. Please visit our website for more information on account disclosures, fees, and important information. Securities products and services are offered through E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC, separate but affiliated companies. Invest with confidence knowing that Morgan Stanley Wealth Management is a trusted business that prioritizes your financial goals.
ESI Dentistry of North Tampa
ESI Dentistry of North Tampa is a premier dental institution located at 4917 Ehrlich Road in Tampa, Florida. Dr. Maurice Srour leads a team that offers preventative, restorative, and cosmetic dental care to patients in the Lutz, Odessa, Tampa, Carrolwood, New Tampa, Wesley Chapel, and Land O Lakes areas. Dr. Srour is dedicated to staying up-to-date on the latest techniques in dentistry and prioritizes his patients' oral health. The North Tampa office is in-network with most major insurance providers, making quality dental care affordable and accessible. For those without insurance, the institution offers dental membership plans and external payment options such as CareCredit and Compassionate Finance. The office is open Monday through Thursday, welcoming new patients for a range of services including regular checkups, Invisalign®, and teeth whitening. Whether you have insurance or not, ESI Dentistry of North Tampa is committed to providing exceptional dental care to all. Visit their Financial page for more information on payment options and schedule an appointment today!
CG Dentist Orlando
CG Dentist Orlando is a premier dental institution located at 8865 Commodity Circle in Orlando, Florida. As a comprehensive dental clinic, we offer general, cosmetic, surgical, and orthodontic services under one roof. Our team of skilled dentists, including Dr. Gurreonero and Dr. Arcolin, prioritize patient comfort and personalized care. Whether you need a routine check-up or complex dental implants, we are here to provide top-notch care in a spa-like atmosphere with amenities such as massage chairs and TVs in our operatories. Our flexible finance options ensure that financial constraints never prevent you from receiving the dental care you need. We accept insurance policies and offer other financial policy alternatives to make your visit stress-free. At CG Dentist Orlando, we believe in making your journey to a healthier, more confident smile convenient and accessible to everyone.
Bay Cosmetic Dentistry
Bay Cosmetic Dentistry, located at 3716 West Neptune Street in Tampa, Florida, is a leading dental institution that offers a wide range of services to help patients achieve optimal oral health and cosmetic smile goals. With a commitment to excellence and the latest dental technology, the team at Bay Cosmetic Dentistry provides precise and comfortable care for patients of all ages. Whether you need a routine dental checkup, cosmetic smile makeover, tooth replacement, or emergency dental care, Bay Cosmetic Dentistry is dedicated to providing the best possible treatment. The office accepts many insurance plans and offers flexible payment options to help alleviate any financial stress for patients.
Jeffrey V. Schroeder, DDS
Located at 3716 West Neptune Street in Tampa, Florida, Jeffrey V. Schroeder, DDS is a leading dentist at Bay Cosmetic Dentistry & Aesthetics. With a focus on providing comprehensive dental services for patients of all ages, this institution is dedicated to helping individuals achieve optimal oral health and cosmetic smile goals. Known for their commitment to excellence and use of cutting-edge dental technology, the team at Bay Cosmetic Dentistry & Aesthetics offers a range of services including dental checkups, cosmetic smile makeovers, teeth replacement, and emergency dental care. As a native Floridian who has practiced in Tampa since 1983, Dr. Jeffrey V. Schroeder opened Bay Cosmetic Dentistry in 2003 with a vision of providing high-quality, patient-centered care. Dr. Elliott Soto, another skilled dentist at the institution, brings a passion for science and art to his practice, having earned his Doctor of Medicine in Dentistry from Temple University School of Dentistry in Philadelphia, Pennsylvania.
James C. Hazlett DDS
James C. Hazlett DDS is a trusted dental institution located at 3900 Clark Road in Sarasota, Florida. As a dentist specializing in health and wellness, Dr. Hazlett and his team offer a wide range of services for patients of all ages. They are dedicated to providing the highest quality of care, ensuring every visit is comfortable and satisfying. Dr. Hazlett's prevention-oriented practice emphasizes customized oral hygiene regimens and protection of teeth with grinding appliances. His meticulous restorations are of the highest quality, resulting in beautiful and long-lasting treatment outcomes. The office utilizes cutting-edge technologies such as laser cavity detection and digital x-rays for accurate diagnostics.
Florida Gardens Dental Center
Florida Gardens Dental Center, located at 7378 Lake Worth Road in Lake Worth Beach, Florida, is a premier dental institution dedicated to providing high-quality care for every member of your family. With a focus on maintaining optimal oral health and achieving smile goals, our experienced and compassionate team offers a comprehensive range of services to address all your dental needs. At Florida Gardens Dental Center, we understand the importance of a healthy smile and its impact on overall well-being. That's why we strive to make your visit as comfortable and stress-free as possible. We work with most dental insurances and offer flexible financial arrangements to ensure that you can begin your care without delay.
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