Financial management companies in Tallahassee, Florida

FAIA Member Services is a leading institution located at 3159 Shamrock Street South in Tallahassee, Florida, United States. As a trusted resource for insurance agents and professionals, FAIA Member Services offers a wide range of support and benefits to its members. From educational opportunities and networking events to advocacy and industry updates, FAIA Member Services is dedicated to helping its members succeed in the ever-changing insurance landscape. Join FAIA Member Services today and take advantage of the valuable resources and services available to you.

KPMG is a global institution located at 227 North Bronough Street, Tallahassee, Florida, United States, specializing in accounting and finance. They are known for creating a caring, inclusive, Purpose-led, and Values-driven culture. They work with asset management firms, from institutional investors to wealth management, helping them make bold decisions for future success. KPMG also assists the world's largest banks and fintech companies in creating a secure and frictionless future for their clients. They tackle difficult issues in the energy sector and provide meaningful results in the public sector. Additionally, KPMG helps biotechnology, pharmaceutical, and medical device corporations meet the demands of patients. They support the world's largest insurers in dealing with regulatory changes and digitization. KPMG is committed to serving the public interest by providing objective assurance over data. They help businesses transform their functions to make a greater impact and create lasting value for responsible growth. Entrepreneurs can benefit from KPMG's expertise in building great businesses at every stage. By signing up, individuals can access personalized content based on their interests and view viewpoints from KPMG leaders and subject matter experts worldwide. KPMG International Limited is a private English company limited by guarantee and does not provide services to clients. For more information about their structure, visit their website.

Rosier & Co PA is a reputable finance institution located at 1882 Capital Circle Northeast in Tallahassee, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, accounting, and financial planning. Clients can trust Rosier & Co PA to provide expert guidance and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to helping you navigate the complexities of finance with confidence and ease.

HUB International is an insurance agency located at 1117 Thomasville Road in Tallahassee, Florida, United States. Since 1959, we have been proud to serve the Tallahassee community, as well as clients throughout the Big Bend and Panhandle regions. Our experienced and licensed team offers a wide range of insurance products, including coverage for homes, businesses, cars, boats, health, life, and personal property. We work closely with our partner insurance companies to provide our clients with the latest options and competitive rates. Our staff goes beyond simply picking a policy and provider, offering personalized service to meet each client's specific needs. We also give back to our community through HUB Gives, supporting projects that benefit children, elders, and women in Tallahassee.

Commercial Carrier Consultants is a multifaceted institution located at 1700 North Monroe Street in Tallahassee, Florida. Specializing in accounting, finance, insurance agency services, and local government office functions, we provide expert consultation and support to commercial carriers in the area. Our knowledgeable team is dedicated to helping businesses navigate the complexities of the industry and achieve their financial goals. Whether you need assistance with tax planning, insurance coverage, or regulatory compliance, Commercial Carrier Consultants is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can support your business.

Guardian Life Insurance Co-America, located at 3664 Coolidge Court in Tallahassee, Florida, is an insurance agency that offers a range of insurance plans and policies to help individuals thrive today while preparing for tomorrow. The company recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to inspiring well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to exceptional customer service is evident in their J.D. Power 2022 Certified Customer Service Program recognition, which is based on exceeding customer satisfaction benchmarks.

Chevron is a multifaceted institution located at 16766 Blountstown Highway in Tallahassee, Florida. As a car repair service, convenience store, food establishment, gas station, and store all rolled into one, Chevron offers customers a one-stop shop for all their needs. Whether you need to fill up your tank, grab a quick snack, pick up some groceries, or get your car serviced, Chevron has you covered. With a convenient location and a wide range of services available, Chevron is the go-to destination for all your automotive and convenience needs.

Avatar Property & Casualty is an insurance agency located at 325 John Knox Road, Tallahassee, Florida, United States. Currently in the liquidation process by the Florida Department of Financial Services, the institution has transferred claims data to the Florida Insurance Guaranty Association (FIGA) for processing. The institution has also transmitted data needed to process return premiums to FIGA. Agents who have not remitted unearned commissions are being referred to the Circuit Court for resolution. The most recent financial statements for 2023 are available on the website. Bank of America has ceased business with Avatar, and all uncashed claim checks will be handled by FIGA. Policies with Avatar were canceled on April 13, 2022. Premium refunds will be directly sent to policyholders. The Special Deputy Receiver is overseeing the liquidation process. A stay is in place prohibiting legal actions against the company. Claims related questions should be directed to FIGA. New claims should be reported to FIGA as well. Proof of Claim forms must be submitted by the deadline of March 14, 2023. Late-filed claims will be processed accordingly.

Primerica is an insurance agency located at 3365 North Monroe Street in Tallahassee, Florida, United States. With a focus on providing financial education and affordable insurance products, Primerica helps individuals and families protect their assets and plan for the future. The agency offers a range of insurance options, including life, auto, home, and health insurance, as well as investment and retirement planning services. With a commitment to empowering clients to make informed decisions about their financial well-being, Primerica is dedicated to helping individuals achieve their long-term financial goals.

MetLife is an insurance agency located on Capital Circle Northeast in Tallahassee, Florida, United States. At MetLife, protecting your information is a top priority. They offer a range of services to help you protect yourself and your family, all in one place. Whether you need dental coverage, health savings accounts, disability insurance, or retirement planning, MetLife has you covered. They offer various dental programs, including preferred dental programs and Dental Health Maintenance Organizations (HMOs), to suit your needs. Employees can access and manage their benefits online through MyBenefits. MetLife also offers insights and resources for employers looking to support their workers with disability insurance and paid leave. Join the global community of individuals at MetLife who are dedicated to helping you build a more confident future.

Angel Black, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Medicare Advantage plans to find the coverage that best suits your needs. As the need for long-term care planning becomes increasingly important, our agents are here to guide you through the process and help you prepare for the future.

Richard Smith and Associates Inc is a reputable insurance agency located at 6688 Chevy Way in Tallahassee, Florida, United States. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Richard Smith and Associates Inc has you covered. Their dedication to customer service and personalized attention sets them apart from other agencies, making them a trusted choice for all your insurance needs.

Michelle Dolce, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a dedicated Bankers Life agent, Michelle Dolce provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Michelle Dolce offers expert guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking to secure your loved ones' future or plan for your own retirement, Michelle Dolce, Bankers Life Agent is committed to providing exceptional service and tailored insurance solutions to meet your specific goals and needs.

Keandre Leaks, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a Bankers Life Agent, Keandre Leaks specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Keandre Leaks is committed to helping clients find the right insurance coverage to meet their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Keandre Leaks, Bankers Life Agent is dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

First Choice Life & Annuity, Inc. is a reputable insurance agency located at 113 South Monroe Street in Tallahassee, Florida, United States. Specializing in life insurance and annuities, our experienced team is dedicated to helping clients make informed decisions to secure their financial future. With a commitment to providing personalized service and tailored solutions, First Choice Life & Annuity, Inc. is the top choice for individuals looking to protect their loved ones and assets. Contact us today to learn more about our comprehensive insurance options.

Tonisha Scott, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a representative of Bankers Life, Tonisha Scott provides a wide range of insurance products and services to help individuals protect their financial future. With a commitment to personalized service and a deep understanding of the insurance industry, Tonisha Scott is dedicated to helping clients find the right coverage to meet their needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Tonisha Scott, Bankers Life Agent is here to help you navigate the complex world of insurance and secure your financial well-being.

Mc Kay & Associates is a trusted health institution located at 219 Delta Court in Tallahassee, Florida, United States. Our team of experienced professionals is dedicated to providing top-quality healthcare services to our patients. With a focus on holistic wellness and personalized care, we strive to improve the health and well-being of all those who walk through our doors. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Mc Kay & Associates is here to support you on your journey to better health. Visit us today and experience the difference our compassionate and skilled team can make in your life.

Capital City Investments is a reputable finance institution located at 1456 Capital Circle Northwest in Tallahassee, Florida. With a strong presence in the financial industry, we offer a wide range of investment services to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized advice and guidance to ensure the best possible outcomes for our clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Capital City Investments is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Canopy Roads Advisors is a finance institution located at 3320 Thomasville Road in Tallahassee, Florida, United States. This institution offers securities-related services to residents of specific states listed above, and may not provide services to individuals residing outside of the U.S. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on social media platforms are those of third parties and do not necessarily reflect the views of Canopy Roads Advisors. By clicking on links to third-party websites, you are leaving the Wells Fargo Advisors website and entering a privately owned website with different privacy and security policies. It is recommended to review the third-party's policies and terms and conditions before providing any personal information.

Capital City Investments is a premier financial institution located in Tallahassee, Florida. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through expert advice and personalized investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide you with the guidance and support you need. Visit us at 6691 Thomasville Road to learn more about how Capital City Investments can help you secure a brighter financial future.

Barnes Stan is a reputable finance institution located at 318 North Calhoun Street in Tallahassee, Florida, United States. With a strong commitment to providing top-notch financial services, Barnes Stan offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan options, or wealth management services, Barnes Stan has a team of experienced professionals ready to assist you. Trust Barnes Stan for all your financial needs and experience exceptional service and expertise in the world of finance.

CRI TPA Services is a finance institution located at 2633 Centennial Boulevard in Tallahassee, Florida, United States. We specialize in providing third-party administration services for a wide range of financial products and services. Our experienced team is dedicated to helping clients navigate the complexities of the financial industry and achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Celtic Global Consulting is a leading consulting firm located at 2260 Wednesday Street in Tallahassee, Florida, United States. Our team of experienced consultants specializes in providing strategic business solutions to companies looking to expand their global reach. From market research and analysis to strategic planning and implementation, we offer a wide range of services to help our clients achieve their international business goals. With a proven track record of success, Celtic Global Consulting is your trusted partner for navigating the complexities of the global marketplace. Contact us today to learn more about how we can help your business thrive on a global scale.

Northwestern Mutual is a reputable finance and insurance agency located at 2039 Centre Pointe Boulevard in Tallahassee, Florida, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families plan for their future. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and navigate through life's uncertainties. Trust Northwestern Mutual to provide personalized solutions and exceptional service to meet your financial needs.

The Vedder Group is a reputable finance institution located at 2039 Centre Pointe Boulevard in Tallahassee, Florida, United States. With a focus on providing top-notch financial services, The Vedder Group is dedicated 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 Vedder Group has a team of experienced professionals ready to assist you. Trust The Vedder Group to provide you with expert financial guidance and personalized solutions tailored to your specific needs.

The Huggins Winders Group - Stifel is a financial institution located at 3500 Financial Plaza in Tallahassee, Florida, United States. As a part of Stifel, Nicolaus & Company, Incorporated, this group provides wealth management and investment services to individuals and businesses. They have been recognized on Forbes' 2024 Best-In-State Wealth Advisors List, showcasing their expertise and dedication to their clients. Before working with them, you can check their background on brokercheck.finra.org. Stifel is a member of SIPC & NYSE, ensuring that your investments are protected. Remember that investing involves risk, and there is a possibility of losing the principal invested. For more information, visit www.stifel.com.

Felton Wright is a reputable finance institution located at 1276 Metropolitan Boulevard in Tallahassee, Florida, United States. With a strong track record of providing top-notch financial services, Felton Wright is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with loans and mortgages, the experienced professionals at Felton Wright are here to help. Trustworthy, reliable, and committed to excellence, Felton Wright is your go-to destination for all your financial needs.

Kenon Robert is a reputable accounting and finance institution located at 630 West Brevard Street in Tallahassee, Florida, United States. With a team of experienced professionals, Kenon Robert offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Kenon Robert is dedicated to providing top-notch services tailored to meet your specific needs. Trust Kenon Robert to help you navigate the complex world of finance with expertise and integrity.

G&G Speedy Services is a trusted accounting and finance institution located at 3652 Shamrock Street West in Tallahassee, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Their commitment to providing efficient and reliable services has earned them a reputation for excellence in the industry. Whether you are an individual or a business owner, G&G Speedy Services is dedicated to helping you achieve your financial goals.

Ernst & Young is a global institution specializing in accounting and finance services, located at 210 East College Avenue in Tallahassee, Florida, United States. The institution offers a range of services including assurance, consulting, strategy and transactions, and tax services. They focus on ensuring privacy, transparency, and accountability as companies implement AI technology. The institution features leaders such as Samta Kapoor, Mitch Berlin, Bruno Sarda, Mary de Wysocki, and Tom Edwards who discuss topics such as AI in M&A transactions, climate change, sustainability, and health equity. Ernst & Young also conducts surveys and reports on various topics such as LGBTQ workplace issues, modernization barriers, and the impact of COVID-19 on health systems. Overall, Ernst & Young aims to build trust and confidence in the capital markets and economies worldwide, while developing outstanding leaders and contributing to a better working world for people, clients, and communities. Visit ey.com for more information.