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TOP 30 Financial life planning in Davie, FL
25 results found
A convenient service for searching for businesses, places and services
Davis & Davis Insurance & Wealth Management
Davis & Davis Insurance & Wealth Management is an independent insurance agency located at 86 West Lowder Street in Macclenny, Florida. We proudly serve clients throughout Florida, as well as in Georgia, Alabama, Tennessee, and Virginia. Our dedicated team is committed to addressing all of your insurance needs, offering a wide range of personal insurance coverages such as auto, homeowners, flood, condo, and ATV insurance. In addition, we provide commercial insurance options including agribusiness, apartment building owners, auto body shops, auto dealers, and bonds. Contact us today to see how we can help you save money on your insurance costs. Welcome to Davis & Davis Insurance & Wealth Management.
Tracy Davis, Bankers Life Agent
Tracy Davis, Bankers Life Agent is a reputable insurance agency located at 1510 Pinehurst Drive in Spring Hill, Florida, United States. Specializing in providing comprehensive insurance solutions, Tracy Davis is dedicated to helping individuals and families protect their financial future. With a commitment to personalized service and expertise in the insurance industry, clients can trust Tracy Davis to provide tailored insurance plans that meet their specific needs. Whether it's life insurance, retirement planning, or long-term care coverage, Tracy Davis is the go-to agent for reliable and trustworthy insurance services. Contact Tracy Davis today to secure your peace of mind and financial security.
Hylton Davis: Primerica - Financial Services
Hylton Davis: Primerica - Financial Services is a finance and insurance agency located at 933 Lee Road in Orlando, Florida, United States. Specializing in providing comprehensive financial services, including investment planning, retirement planning, and insurance solutions, our team at Hylton Davis is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial strategies, we strive to empower individuals and families to make informed decisions and build a solid financial foundation. Contact us today to learn more about how we can help you plan for a secure financial future.
Mario Davis, Bankers Life Agent
Mario Davis, Bankers Life Agent is an insurance agency located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, United States. As a dedicated Bankers Life Agent, Mario Davis provides personalized insurance solutions to help clients protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Mario Davis is committed to finding the right insurance products to meet your needs. With a focus on exceptional customer service and a deep understanding of the insurance industry, Mario Davis, Bankers Life Agent is the go-to institution for all your insurance needs in the Sunrise area.
Abner Davis: Primerica - Financial Services
Abner Davis: Primerica - Financial Services is a reputable finance and insurance agency located at 12276 San Jose Boulevard in Jacksonville, Florida, United States. With a focus on providing comprehensive financial solutions to individuals and families, Abner Davis and his team at Primerica offer a wide range of services including investment planning, retirement planning, insurance coverage, and more. With a commitment to personalized service and financial education, clients can trust Abner Davis: Primerica to help them achieve their financial goals and secure their future.
Lisa Nadine Anderson: Primerica - Financial Services
Lisa Nadine Anderson: Primerica - Financial Services is a reputable finance and insurance agency located in Davie, Florida. With a focus on providing personalized financial solutions to individuals and families, Lisa Nadine Anderson and her team at Primerica are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, their experienced professionals are here to guide you every step of the way. Visit their office at 12555 Orange Drive to learn more about the services they offer and how they can help secure your financial future.
Octeon Kelly: Primerica - Financial Services
Octeon Kelly: Primerica - Financial Services is a reputable finance and insurance agency located at 3349 North University Drive in Hollywood, Florida, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Octeon Kelly: Primerica has a team of experienced professionals ready to assist you every step of the way. Visit their office today to learn more about how they can help you secure your financial future.
Davis Financial Group
Davis Financial Group is a finance institution located at 115 North Seminole Avenue in Inverness, Florida, United States. We specialize in creating custom plans to help you preserve your assets and achieve the life of your dreams. As a client of Davis Financial Group, you are not just a number, you are part of our family. During a meeting with us, you will have the opportunity to share your goals and dreams, allowing us to fully understand your vision for retirement. With your goals in mind, we will create a personalized Davis Financial Group Plan to help turn your retirement dreams into actionable steps.
Merrill Lynch Financial Advisor Angela L Davis
Merrill Lynch Financial Advisor Angela L Davis, located at 1190 West Marion Avenue, Punta Gorda, Florida, United States, has been serving clients in the financial services industry for 25 years. Angela focuses on developing personalized strategies and providing investment guidance for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Holding several prestigious designations, including Certified Investment Management Analyst, Retirement Management Advisor, Certified Private Wealth Advisor, and CERTIFIED FINANCIAL PLANNER certificant, Angela is dedicated to helping clients navigate their financial journey. She believes in building strong relationships with the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Angela can create a customized plan centered on your aspirations and tailored to your evolving needs. By understanding your unique goals and priorities, Angela can offer personalized solutions to help you pursue financial success. With access to the resources of Merrill and Bank of America, Angela works with clients to develop a comprehensive financial approach that addresses their individual needs. As your life and goals change, Angela will help you adjust your financial plan to reflect these changes and keep you on track to achieve your objectives. By getting to know you personally and understanding what matters most to you, Angela can help you create a financial strategy that aligns with your values and aspirations. With a focus on providing personalized investment strategies and comprehensive financial solutions, Angela Davis is committed to helping clients navigate the complexities of their financial lives and pursue their goals.
Merrill Lynch Financial Advisor Michael Covey Davis
Merrill Lynch Financial Advisor Michael Covey Davis, located at 9128 Strada Place in Naples, Florida, is a finance institution dedicated to helping clients pursue their financial goals. With over 14 years of experience in the industry, Michael "Covey" Davis and his team at Rathbun Davis & Associates focus on building personalized portfolios to meet the unique ambitions of each client. Michael graduated from Florida State University with a degree in Financial Economics and a minor in Pre-Law, and is passionate about helping high-net-worth clients achieve their wealth management objectives. He believes in collaboration and works closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice tailored to their specific needs. In his spare time, Michael enjoys playing tennis and basketball with his two young sons. At Merrill Lynch Wealth Management, Michael and his team prioritize building strong client relationships based on trust and personalized service. They offer a range of services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial aspirations. By taking the time to understand each client's goals and priorities, Michael designs comprehensive financial strategies to manage investment risk and pursue personal financial success. Whether planning for retirement, saving for a home, or funding a child's education, Michael works with clients to develop a customized approach that aligns with their life priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael helps clients address their financial needs and stay on track to achieve their goals. Through regular check-ins and adjustments to the financial approach as needed, Michael ensures that clients can adapt to changes in their lives and the financial markets. As a Merrill Lynch Wealth Management Advisor, Michael is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment strategy to meet their needs and aspirations. With a commitment to putting clients first and providing personalized investment strategies, Michael and his team at Merrill Lynch Financial Advisor Michael Covey Davis strive to help clients live their best financial lives.
Pedro J Escobar - Financial Advisor, Ameriprise Financial Services, LLC
Pedro J Escobar is a financial advisor at Ameriprise Financial Services, LLC located at 2205 South University Drive in Davie, Florida, United States. With a focus on individual goals and risk tolerance, Pedro provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies as life changes, and track progress towards financial goals. Clients have access to their investments and accounts at any time from any device, securely sharing information with Pedro. For those interested in a complimentary initial consultation, Pedro offers an overview of financial planning concepts and the opportunity to discuss what is most important to them. As a member of FINRA and SIPC, Pedro is properly registered to conduct securities business with residents of specific states. Ameriprise Financial Services, LLC does not guarantee future financial results but is dedicated to helping clients achieve their financial goals. Privacy and security are a top priority, with resources available on the website for protection against email fraud and to ensure online security.
Tyler Kercher - State Farm Insurance Agent
Tyler Kercher - State Farm Insurance Agent is a premier insurance agency located at 7171 North Davis Highway in Pensacola, Florida. Serving the community with dedication and expertise, the agency offers a wide range of insurance and financial services to meet the needs of individuals and families. From auto and home insurance to life and health insurance, the team at Tyler Kercher State Farm is committed to providing personalized service and tailored solutions. With over 37 years of combined insurance experience, the knowledgeable team ensures that every customer receives the best possible coverage at competitive rates. Whether you're a Pensacola local or from out of state, the agency is here to help protect what matters most to you. Visit the office today to meet the friendly staff and start planning for a secure future with State Farm Insurance.
Estrella Insurance #318
Estrella Insurance #318 is an insurance agency located at 4846 Davis Boulevard in Naples, Florida. Our licensed agents are experienced and knowledgeable, working with each client to find the best insurance coverage for their unique needs and budget. We offer a variety of insurance products, including auto, home, renters, commercial, business, life, and health insurance. With over 40 years of experience, Estrella Insurance has a reputation for quality, reliability, and trust. Our commitment to our clients is reflected in the positive feedback we receive, and we take pride in delivering exceptional service and value. Our agents can help find you the best price, guaranteed, by navigating over 25 insurance carriers. It is crucial to have the right auto coverage to avoid costly repairs or financial loss, and our agents can assist you in understanding your policy. In the event of an accident, it is important to contact your insurance company as soon as possible, and our agents are available for assistance and guidance. We prioritize customer satisfaction and strive to provide the best insurance solutions for our clients.
Monica Bedson - State Farm Insurance Agent
Monica Bedson - State Farm Insurance Agent is an insurance agency located on Volunteer Road in Davie, Florida, United States. They offer customizable coverage plans to protect your family, belongings, and finances. With options such as safe driving rewards, bundling discounts, and more, Monica Bedson can help you find the right solution for your needs. Prices vary by state and coverage options are selected by the customer. They offer auto insurance options in Davie, FL, including coverage for new drivers, business travelers, and collectors. State Farm is the largest auto insurance provider in the U.S. You can save more by combining auto and home policies. Monica Bedson can help you create a Personal Price Plan for auto insurance quickly and easily.
Nancy Wolfe-Smith - State Farm Insurance Agent
Nancy Wolfe-Smith - State Farm Insurance Agent is located at 7803 Southwest 6th Court, Plantation, Florida, United States. This insurance agency is conveniently situated close to the Broward Mall and The Fountains, between University and Pine Island. The goal of the institution is to simplify your insurance needs, including car, home, condominium, renters, life, and motorcycle insurance. The team at Nancy Wolfe-Smith - State Farm Insurance Agent is available 24/7 by phone or in person to assist you with all your insurance requirements. They cater to all real-life problems, not just auto or home insurance, and serve clients in Broward County, Miami-Dade County, Collier County, Palm Beach County, and all of Florida. The team at Nancy Wolfe-Smith - State Farm Insurance Agent is bilingual and dedicated to ensuring you and your family have the protection and peace of mind you need. They offer a range of insurance options, including life insurance, health insurance, umbrella insurance, coverage for jewelry and fine arts, small business insurance, workers' compensation, rental properties, and even pet insurance. The team is passionate about providing exceptional and friendly service to clients in Plantation, Sunrise, Tamarac, Coral Springs, Lauderhill, Davie, Weston, Miramar, Hollywood, Southwest Ranches, Cooper City, Wilton Manors, Pembroke Pines, Pompano Beach, Parkland, Fort Lauderdale, Lauderdale Lakes, and beyond.
Doctors Benefits
Doctors Benefits is an insurance agency located at 4611 South University Drive in Davie, Florida. The team at Doctors Benefits is dedicated to helping clients navigate the complex world of insurance and financial planning. With a focus on understanding each client's unique needs and goals, they provide personalized services and products to ensure financial stability and security. Laurel, a Certified Public Accountant and licensed insurance agent, brings her expertise in corporate accounting to the team. Born and raised in New Jersey, Laurel now enjoys spending time with her family in Florida, cooking, crafting, and traveling. Her husband, Emmanuel, is also a key member of the team, with a passion for helping clients protect their retirement funds and savings.
CWI Underwriters
CWI Underwriters is a reputable health insurance agency located at 5220 South University Drive in Davie, Florida, United States. With a team of experienced underwriters, we specialize in providing comprehensive health insurance coverage for individuals and families. Our mission is to ensure that our clients have access to quality healthcare services without the financial burden. Contact us today to learn more about our insurance plans and how we can help protect your health and well-being.
Chris Proctor - State Farm Insurance Agent
Chris Proctor - State Farm Insurance Agent is a dedicated insurance agency located at 5007 North Davis Highway in Pensacola, Florida. Serving Escambia, Santa Rosa, and Okaloosa Counties, Chris Proctor is a Pensacola native who is passionate about giving back to the community. The agency is committed to collecting gifts for Children's Homes Societies non-profit organizations through 2024. Specializing in various insurance products such as Small Business Insurance, Life Insurance, Home Insurance, Renters Insurance, Boat Insurance, and more, Chris Proctor and his team are dedicated to providing personalized service to meet the unique needs of each customer. They offer virtual, in-person, and phone consultations to ensure convenience for all clients.
Joe Leonard - State Farm Insurance Agent
Joe Leonard - State Farm Insurance Agent is a reputable insurance agency located at 8094 North Davis Highway in Pensacola, Florida, United States. Joe Leonard, the agent, is a Pensacola Beach enthusiast and is involved in various community organizations such as the Boy Scouts of America, Northeast Pensacola Sertoma Club, and Pensacola Beach Optimist Club. The agency offers a wide range of insurance products including auto, motorcycle, boat, homeowners, life, and business insurance. They are dedicated to providing exceptional customer service and helping families and businesses in the Northwest Florida area. Virtual appointments are also available for convenience.
Don Sullivan - State Farm Insurance Agent
Don Sullivan - State Farm Insurance Agent is an insurance agency located at 4801 South University Drive in Davie, Florida. Conveniently situated just south of Publix on Griffin and University in the Atrium Centre plaza, Don Sullivan offers a range of insurance products and services to meet your needs. It is important to regularly maintain your home's appliances and systems to ensure they function properly and last for years to come. Don Sullivan can help you protect your investments and provide peace of mind.
Tom Martinez - State Farm Insurance Agent
Welcome to Tom Martinez - State Farm Insurance Agent located at 7900 Nova Drive in Davie, Florida. Our 2-story building is conveniently situated just north of the current local, on the Southwest corner of University Drive and Nova Drive behind Fred Hunters. Our experienced team has over 35 years of combined experience in the insurance industry and is dedicated to providing personalized insurance plans tailored to meet the unique needs of you and your loved ones. Whether you are in need of Auto, Homeowners, Renters, Health, Life, Business, Boat, Motorcycle, or Commercial Insurance, we are here to help. Our team takes pride in serving the Davie community, as well as Fort Lauderdale, Plantation, Cooper City, Lauderhill, Pembroke Pines, Sunrise, Weston, and surrounding areas throughout the state of Florida.
FLL Business Solution Corp
FLL Business Solution Corp is a leading accounting, finance, and insurance agency located at 8350 West State Road 84 in Davie, Florida. With a team of experienced professionals, we provide a wide range of services to help businesses manage their financial needs effectively. From bookkeeping and tax preparation to investment planning and insurance coverage, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how FLL Business Solution Corp can support your business.
Brightway Insurance, The McMahon Agency
Brightway Insurance, The McMahon Agency is a reputable insurance agency located in Davie, Florida. Our dedicated team at 5400 South University Drive is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and a wide range of insurance products, including home, auto, life, and business insurance, we strive to offer peace of mind and financial protection to individuals and businesses in the community. Trust Brightway Insurance, The McMahon Agency for all your insurance needs.
PKF Investment Banking
PKF Investment Banking, located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, provides exceptional guidance for those looking to sell or acquire a company, or plan for an exit. With a focus on privately held and family-owned businesses, our customized process ensures that each engagement receives senior-level attention and the advantage of our extensive resources. Our team goes beyond typical market terms, thinking creatively and strategically when negotiating deals. Confidentiality is a top priority, as we understand the importance of protecting our client's brand and operations throughout the transaction process.
Tax Care
Tax Care is a reputable accounting and finance institution located at 12555 Orange Drive in Davie, Florida, United States. With a team of skilled professionals, Tax Care provides top-notch services in tax preparation, financial planning, and accounting solutions. Clients can trust Tax Care to handle their financial needs with precision and expertise. Whether you are an individual or a business owner, Tax Care is dedicated to helping you achieve your financial goals and navigate the complexities of tax laws. Visit Tax Care today and experience the difference that quality financial services can make in your life.
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