Financial investment planning in Orange City, FL
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Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1560 Orange Avenue in Winter Park, Florida, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to individual and institutional clients. With a team of experienced financial advisors and analysts, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James Financial Services is committed to providing personalized solutions tailored to your specific needs.
1560 Orange Ave Ste 650, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor James C Magee
● ClosedMerrill Lynch Financial Advisor James C. Magee is a prestigious finance institution located at 300 South Orange Avenue, Orlando, Florida, United States. The institution is known for its exceptional client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2023 and 2024. The team at Merrill is supported by global resources and is dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management consists of talented and experienced individuals who are committed to providing top-notch financial advice and services. With a focus on family, goals, and priorities, the advisors at Magee, Stanford & Associates work closely with clients to create personalized investment strategies tailored to their unique needs and financial situation.
300 S Orange Ave Suite 800, Orlando, FL 32801, United States -
SEDG Financial Services Corp
● OpenSEDG Financial Services Corp is a leading financial institution located at 12555 Orange Drive in Davie, Florida, United States. With a team of experienced professionals, SEDG offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, SEDG Financial Services Corp is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial solutions.
12555 Orange Dr, Davie, FL 33330, United States -
United Legacy Financial
● ClosedUnited Legacy Financial is a reputable accounting and finance institution located at 5104 South Orange Blossom Trail in Orlando, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust United Legacy Financial to help you secure your financial future.
5104 S Orange Blossom Trl suite 208, Orlando, FL 32810, United States -
Baptiste Financial Services LLC
● ClosedBaptiste Financial Services LLC is a reputable accounting and finance institution located at 750 South Orange Blossom Trail in Orlando, Florida, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your financial needs.
750 S Orange Blossom Trail suite 223, Orlando, FL 32805, United States -
Annuity.org
● ClosedAnnuity.org is a trusted institution located in Orlando, Florida, United States, specializing in finance. Whether you are interested in selling structured settlement payments, planning for retirement, or taking control of your personal finances, Annuity.org is here to help you make informed decisions that shape your financial future. Our team of certified financial experts and licensed professionals provide impartial, reliable insights to educate you about your financial options. With a focus on financial literacy and empowering individuals to make informed decisions, Annuity.org offers a range of resources, including articles, podcasts, and educational materials on topics such as annuities, retirement planning, and financial security. Stay up to date with the latest news on annuities, finance, and retirement planning with Annuity.org, where real people provide real financial advice.
1 S Orange Ave Suite 500B, Orlando, FL 32801, United States -
Oxford Advisory Group
● ClosedOxford Advisory Group, located at 111 North Orange Avenue in Orlando, Florida, is a finance institution that provides high net worth clients with advice on wealth planning and management. Specializing in tax efficient strategies, estate planning, and maximizing social security benefits, Oxford Advisory Group is dedicated to helping individuals and families achieve their ideal retirements. The institution has been recognized by various media outlets for its financial services, insights, and experience. As part of AdventHealth Foundation Central Florida’s Professional Advisory Network, Oxford Advisory Group collaborates with AdventHealth to ensure charitable needs are met, supporting the community’s health and wellbeing through philanthropy. The institution's website offers general information on investment advisory services, but does not provide personalized advice. Individuals are encouraged to consult with their own tax or legal advisers before making any financial decisions.
111 N Orange Ave #775, Orlando, FL 32801, United States -
Timeshare Users Group
● OpenThe Timeshare Users Group (TUG) is the very first timeshare website on the internet, providing unbiased and consumer-oriented information and advice to timeshare owners since 1993. Located at 1335 Kingsley Avenue in Orange Park, Florida, United States, TUG is a veteran-founded and family-run institution that has helped owners cancel new timeshare purchases and get refunds totaling over $21 million. With a thriving online community forum, TUG offers a platform for owners to connect, share experiences, and access valuable resources. The TUG Marketplace has facilitated over $67 million in timeshare sales and rentals by owner, proving that you can sell or rent your timeshare without paying large upfront fees. Additionally, TUG provides access to ratings and reviews of thousands of timeshare resorts worldwide, submitted by owners who have firsthand experience. Join TUG now for just $15 and enjoy the benefits of being part of a supportive and informative community dedicated to helping timeshare owners make the most of their ownership experience.
1335 Kingsley Ave #1442, Orange Park, FL 32067, United States -
Bankers Life
● ClosedBankers Life, located at 2751 Enterprise Road in Orange City, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our agents can help you compare Medicare Advantage plans to find the right coverage for your needs. As the need for long-term care becomes increasingly important, our team can help you start planning for the future and have important discussions with your loved ones.
2751 Enterprise Rd Ste 201, Orange City, FL 32763, United States -
DLC
● OpenDLC is a finance institution located at 782 Foxridge Center Drive in Orange Park, Florida, United States. We offer a range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with managing your investments or securing a loan for a major purchase, DLC is here to help. Visit us today to learn more about how we can assist you with your financial needs.
782 Foxridge Center Dr, Orange Park, FL 32065, United States -
GLOBAL TAX & Insurance Services
● ClosedGlobal Tax & Insurance Services is a comprehensive institution located in Orlando, Florida, United States. We specialize in providing top-notch accounting, finance, and insurance services to our clients. Our experienced team is dedicated to helping individuals and businesses navigate the complexities of tax laws, financial planning, and insurance coverage. Whether you need assistance with tax preparation, investment strategies, or finding the right insurance policy, we are here to help. Visit us at 6750 North Orange Blossom Trail to learn more about how we can assist you in achieving your financial goals.
6750 N Orange Blossom Trl b7, Orlando, FL 32810, United States -
Yasmin Rivera, Bankers Life Agent
● OpenYasmin Rivera, Bankers Life Agent is an insurance agency located at 2751 Enterprise Road in Orange City, Florida, United States. Specializing in providing insurance products and services from Bankers Life, Yasmin Rivera offers personalized solutions to meet the unique needs of each client. With a commitment to professionalism and customer satisfaction, this agency strives to help individuals and families protect their financial future. Contact Yasmin Rivera, Bankers Life Agent today to discuss your insurance needs and receive expert guidance.
2751 Enterprise Rd Ste 201, Orange City, FL 32763, United States -
Vonnie Wiggins - State Farm Insurance Agent
● ClosedVonnie Wiggins - State Farm Insurance Agent is an insurance agency located at 3546 Saint Johns Bluff Road South in Jacksonville, Florida. Just one mile north of St. John Town Center on St. John's Bluff Rd, our team is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer insurance and financial services to customers in Jacksonville, Orange Park, and St. Augustine, FL on a full-time basis. Our mission is to provide personalized assistance with insurance and financial planning needs, including retirement planning and protection against unforeseen events. Whether you need help with life insurance, annuities, or investment products, our team is here to guide you through the process and help you make informed decisions.
3546 St Johns Bluff Rd S UNIT 112, Jacksonville, FL 32224, United States -
Primerica
● OpenPrimerica is a renowned insurance agency located at 6900 South Orange Blossom Trail in Orlando, Florida, United States. With a strong commitment to helping individuals and families secure their financial future, Primerica offers a wide range of insurance products and services tailored to meet the unique needs of each client. Whether you are looking for life insurance, auto insurance, or retirement planning, Primerica's team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Visit Primerica today to learn more about how they can help you protect what matters most.
6900 S Orange Blossom Trl #301, Orlando, FL 32809, United States -
My Good Works
● ClosedMy Good Works is a finance institution located at 999 Blanding Boulevard in Orange Park, Florida, United States. Our dedicated team is committed to helping individuals achieve their financial goals through various services such as loans, investment advice, and financial planning. With a focus on ethical practices and personalized solutions, we strive to make a positive impact on our clients' lives and the community as a whole. Visit us today to see how we can help you on your journey towards financial success.
999 Blanding Blvd STE 13, Orange Park, FL 32065, United States -
Tucker Trained LLC
● OpenTucker Trained LLC is a finance institution located at 752 Blanding Boulevard in Orange Park, Florida, United States. We specialize in providing expert financial training and education to individuals and businesses looking to improve their financial literacy and make smarter money decisions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized coaching and guidance. Whether you're looking to improve your budgeting skills, invest wisely, or plan for retirement, Tucker Trained LLC is here to help you succeed. Visit us today to start your journey towards financial empowerment.
752 Blanding Blvd, Orange Park, FL 32065, United States -
Polley Wealth Management
● ClosedPolley Wealth Management, located in Orlando, Florida, is a finance institution dedicated to providing tailored solutions for affluent and high net worth individuals. Our team of seasoned professionals offers sophisticated strategies to optimize investments and address all aspects of financial well-being, including tax optimization, estate planning, risk management, and philanthropic initiatives. We prioritize exceptional service, building long-term relationships based on trust, integrity, and open communication. As an independent, fiduciary financial advisor, we provide unbiased advice and personalized wealth planning, including retirement income planning, education planning, and advanced tax planning. Our unique offering allows us to work with clients through every stage of life, utilizing institutional-class money managers for the best-in-class investment solutions. Don't wait to prioritize your financial future - contact us at 250 N. Orange Ave., Suite 1116, Orlando, Florida 32801, United States, for expert guidance and support.
250 N Orange Ave UNIT 1116, Orlando, FL 32801, United States -
Synergy Wealth Alliance
● ClosedSynergy Wealth Alliance is a finance institution located at 921 Town Center Drive in Orange City, Florida, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized guidance and customized solutions to help individuals and businesses navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking to protect your assets, Synergy Wealth Alliance is dedicated to helping you build and preserve your wealth. Contact us today to learn more about how we can help you secure a prosperous financial future.
921 Town Center Dr Suite 900, Orange City, FL 32763, United States -
Blaise Benoist - Raymond James
● OpenBlaise Benoist - Raymond James is a finance institution located at 390 North Orange Avenue in Orlando, Florida, United States. With a strong reputation for excellence in financial services, Blaise Benoist - Raymond James offers a wide range of investment options and financial planning services to help clients achieve their financial goals. The institution prides itself on providing personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Blaise Benoist - Raymond James is dedicated to helping you secure a strong financial future.
390 N Orange Ave #2300, Orlando, FL 32801, United States -
Summit Wealth Partners, LLC
● ClosedSummit Wealth Partners, LLC is a reputable finance institution located at 800 North Orange Avenue in Orlando, Florida, United States. With a team of experienced financial advisors, Summit Wealth Partners, LLC offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Summit Wealth Partners, LLC can provide expert guidance and support. Trust in their expertise and dedication to help you secure a prosperous financial future.
800 N Orange Ave Suite 302, Orlando, FL 32801, United States -
Samuel J. Dixon, RFC | Oxford Advisory Group
● ClosedSamuel J. Dixon, RFC | Oxford Advisory Group is a finance institution located at 111 North Orange Avenue in Orlando, Florida, United States. Specializing in retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners, Samuel J. Dixon, RFC is dedicated to helping clients achieve their retirement goals through strategic financial planning. With a background in risk management and insurance, Samuel provides educational classes on taxes in retirement and assists clients in developing reliable retirement plans. His expertise has been featured in financial publications such as Kiplinger Financial, Newsmax, and The Street. Samuel holds Series 65 securities exam certification and insurance licenses in Florida and South Carolina. Alongside his wife and three children, Samuel enjoys coaching sports, teaching youth at his church, and boating on Lake Butler. Some of Samuel's articles include "Crafting a Budget For Your Retirement Income Needs" on The Street, "3 Moves Millennials Must Make to Retire Early" on Newsmax Finance, and "The Dos and Don'ts to Help Safeguard Your Retirement Future" on Finance Insights.
111 N Orange Ave #775, Orlando, FL 32801, United States -
JD Partners LLC
● ClosedJD Partners LLC is a finance institution located at 390 North Orange Avenue in Orlando, Florida, United States. With a focus on providing expert financial services and solutions, JD Partners LLC is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at JD Partners LLC is dedicated to providing personalized and professional assistance. Trust JD Partners LLC to help you navigate the complex world of finance and secure a successful financial future.
390 N Orange Ave #2300, Orlando, FL 32801, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 420 South Orange Avenue in Orlando, Florida. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help clients achieve their financial goals. With a commitment to transparency, integrity, and customer service, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
420 S Orange Ave, Orlando, FL 32801, United States -
Christopher J. Dixon, RFC
● ClosedChristopher J. Dixon, RFC is a reputable finance institution located at 111 North Orange Avenue in Orlando, Florida. With a strong emphasis on providing personalized financial services, Christopher J. Dixon, RFC is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of financial planning and investment services to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Christopher J. Dixon, RFC is committed to providing expert guidance and support every step of the way.
Premiere Trade Plaza Office Tower II, 111 N Orange Ave #775, Orlando, FL 32801, United States -
PNC Private Bank
● ClosedPNC Private Bank, located at 420 South Orange Avenue in Orlando, Florida, is a prestigious financial institution that offers personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations. From investment management to estate planning, PNC Private Bank is dedicated to providing exceptional service and expertise to its discerning clientele.
420 S Orange Ave UNIT 300, Orlando, FL 32801, United States -
Kimbrough & Associates Resource
● OpenKimbrough & Associates Resource is a finance institution located at 24 West Orange Avenue in Lake Wales, Florida, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation strategies. With a commitment to personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can assist you in managing your finances effectively.
24 W Orange Ave, Lake Wales, FL 33853, United States -
Rodriguez Wealth Management, Inc.
● OpenRodriguez Wealth Management, Inc. is a finance institution located at 205 North Orange Avenue in Sarasota, Florida, United States. Our team of experienced financial advisors specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future with Rodriguez Wealth Management, Inc.
205 N Orange Ave #303, Sarasota, FL 34236, United States -
Wealthy Solutions Inc.
● ClosedWealthy Solutions Inc. is a leading finance institution located at 1115 Blanding Boulevard in Orange Park, Florida, United States. Our team of experienced financial experts is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you navigate the complex world of finance. Trust Wealthy Solutions Inc. to provide you with the tools and expertise needed to secure your financial future.
1115 Blanding Blvd Suite 204, Orange Park, FL 32065, United States -
Securities America Inc
● ClosedSecurities America Inc is a finance institution located at 165 Wells Road in Orange Park, Florida, United States. They offer a wide range of financial services, including investment advice, retirement planning, and wealth management. With a team of experienced financial professionals, Securities America Inc is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Securities America Inc is committed to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start building a secure financial future.
165 Wells Rd Suite 407, Orange Park, FL 32073, United States -
Fulcrum Partners LLC
● ClosedFulcrum Partners LLC is a leading finance institution located at 801 North Orange Avenue in Orlando, Florida, United States. With a team of experienced professionals, Fulcrum Partners specializes in providing comprehensive financial services and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or executive benefits consulting, Fulcrum Partners is dedicated to delivering personalized and strategic financial guidance to help you navigate the complexities of the financial world. Trust Fulcrum Partners to be your partner in achieving financial success.
801 N Orange Ave Suite 820, Orlando, FL 32801, United States
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