Financial plan review in Gainesville, FL
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Merrill Lynch Financial Advisor Charles I Newsom
● ClosedMerrill Lynch Financial Advisor Charles I Newsom is a prestigious finance institution located at 2850 Northwest 43rd Street, Gainesville, Florida, United States. The institution believes in starting every relationship with a conversation to understand and prioritize your financial goals. They offer personalized financial approaches to help you pursue your passions, transfer wealth to the next generation, and make informed investment decisions. Using the Investment Personality Assessment tool, they gain a deeper understanding of your investing preferences and customize a financial plan tailored to your goals. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. They provide access to investment insights from Merrill and banking solutions from Bank of America to address your financial needs.
2850 NW 43rd St, Gainesville, FL 32606, United States -
Don Acosta - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDon Acosta, a financial advisor at Ameriprise Financial Services, LLC, located at 24 Northwest 33rd Court in Gainesville, Florida, offers personalized investment and financial planning services. With a focus on your individual goals and risk tolerance, Don provides tailored recommendations to help you achieve financial success. Regular progress reviews and updates ensure that your approach aligns with any changes in your life. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Don can help you reach your financial goals. Don Acosta is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Member FINRA and SIPC.
24 NW 33rd Ct STE B, Gainesville, FL 32607, United States -
Aflac
● OpenAflac is an insurance agency located at 1406 Northwest 6th Street, Gainesville, Florida, United States. They offer a variety of supplemental insurance products to help cover expenses that traditional health insurance may not. Their products include coverage for emergency treatment, cancer treatment, critical illnesses, final expenses, Medicare costs, pet care, and more. Additionally, they offer employer-sponsored plans to help employees with high deductibles, injuries, vision care, dental care, and more. Aflac's goal is to provide financial peace of mind and protection for individuals and their loved ones during times of need. With a range of insurance options available, Aflac is ready to help you protect your future.
1406 NW 6th St, Gainesville, FL 32601, United States -
Ruz Ogra - State Farm Insurance Agent
● OpenRuz Ogra - State Farm Insurance Agent is a dedicated insurance agency located at 3545 Southwest 34th Street in Gainesville, Florida. Our team of professionals is committed to helping you find the right insurance options for your family, focusing on State to State transfers and relocations to North Central Florida. We offer a wide range of insurance services, including Auto Insurance, Home Insurance, Life & Health Insurance, Small Business Insurance, Renters Insurance, Boat Insurance, Financial Services, and more. Our team is experienced in assisting transfer students with their insurance needs, as well as offering Condo Insurance and umbrella policies. We prioritize the protection of our customers and provide outstanding insurance and customer service to residents of Gainesville and the surrounding areas. Join our State Farm family today and meet our friendly team of professionals who are ready to assist you with all of your insurance needs.
3545 SW 34th St Unit D, Gainesville, FL 32608, United States -
Arnold Insurance
● OpenArnold Insurance is a trusted insurance agency located at 4210 Northwest 37th Place in Gainesville, Florida, United States. With years of experience in the industry, we provide a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our knowledgeable agents are dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Arnold Insurance is here to provide you with personalized solutions and exceptional customer service. Contact us today to discuss your insurance needs and let us help you protect what matters most.
4210 NW 37th Pl Suite 500, Gainesville, FL 32608, United States -
Jason Thompson - State Farm Insurance Agent
● ClosedJason Thompson - State Farm Insurance Agent is an insurance agency located at 119 Northwest 137th Drive in Newberry, Florida, United States. Our team is dedicated to finding the right insurance package for you, offering a "Personal Price Plan" to meet your individual needs. Whether you require Auto, Home, or Life Insurance, we are here to assist you. Jason Thompson, the State Farm Agent, was born and raised in Alachua County and is actively involved in the community. With a focus on providing Auto, Home, Life, and Health Supplemental policies to Gainesville, Newberry, and throughout Florida, we are committed to earning your business and ensuring your insurance needs are taken care of.
119 NW 137th Dr Ste 20, Newberry, FL 32669, United States -
Amanda Brooks
● OpenAmanda Brooks is a renowned health institution located at 4408 Northwest 36th Avenue in Gainesville, Florida, United States. Specializing in providing top-notch healthcare services, Amanda Brooks is committed to promoting wellness and improving the quality of life for all patients. With a team of highly skilled medical professionals and state-of-the-art facilities, Amanda Brooks is dedicated to delivering exceptional care and personalized treatment plans to meet the unique needs of each individual. Whether you are seeking preventive care, treatment for a specific condition, or ongoing medical support, Amanda Brooks is here to help you achieve optimal health and well-being.
4408 NW 36th Ave, Gainesville, FL 32606, United States -
Dave Edwards - Thrivent
● ClosedDave Edwards - Thrivent is a finance institution located at 6216 Northwest 43rd Street, Gainesville, Florida, United States. Licensing is available through your State Insurance Department's website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
6216 NW 43rd St # 3C, Gainesville, FL 32653, United States -
Austin Gillman & Lovano, PLLC
● OpenAustin Gillman & Lovano, PLLC is a reputable accounting and finance institution located at 901 Northwest 57th Street in Gainesville, Florida, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
901 NW 57th St, Gainesville, FL 32605, United States -
Kattell & Co
● ClosedKattell & Co is a well-established accounting and finance institution located in Gainesville, Florida. With a prime location at 808 Northwest 16th Avenue, Kattell & Co offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals provides expert advice and assistance in tax preparation, financial planning, auditing, and more. Whether you are looking for personal financial guidance or need help managing your business finances, Kattell & Co is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you with your accounting and finance needs.
808 NW 16th Ave B, Gainesville, FL 32601, United States -
Florida Credit Union
● OpenFlorida Credit Union is a trusted financial institution located at 3720 Northwest 13th Street in Gainesville, Florida, United States. As a member-owned credit union, we are dedicated to providing personalized financial services to our members. Our goal is to help individuals and families achieve their financial goals through a wide range of products and services, including savings accounts, loans, credit cards, and more. With a focus on community involvement and financial education, Florida Credit Union is committed to helping our members thrive financially.
3720 NW 13th St, Gainesville, FL 32609, United States
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