Financial plan review in Winter Garden, FL
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Morris Wealth Advisory Group - Ameriprise Financial Services, LLC
● OpenMorris Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 14051 Hampshire Bay Circle, Winter Garden, Florida, United States. They prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase. They provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track your financial journey. You can easily access your investments and accounts online at any time. The institution offers a complimentary initial consultation to get started. Ameriprise financial advisors are registered to do business only in certain U.S. states. The Retirement InteractiveSM tool helps you explore important issues that could affect your retirement income. Ameriprise Financial cannot guarantee future financial results. They are committed to helping you and your loved ones achieve financial success.
14051 Hampshire Bay Cir, Winter Garden, FL 34787, United States -
Dr. Ying Lei, MD
● OpenDr. Ying Lei, MD is a comprehensive healthcare institution located at 225 East 7th Street, Apopka, Florida, United States. Our institution offers medical, dental, and specialty care for both children and adults throughout Central Florida. Patients can complete forms online before their visit and have 24-hour access to their personal health information. Skip the line and refill prescriptions online, view a list of our compassionate medical providers, and get answers to general questions, billing inquiries, and feedback. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. Community Health Centers (CHC) is an organization of family health centers that provide high-quality, affordable medical, pediatric, dental, and pharmacy care throughout Central Florida. Our rating is calculated based on internal patient surveys across all locations. Since 1972, we have been providing timely, affordable, and quality care to our patients. Our goal is to help you and your loved ones stay healthy.
225 E 7th St, Apopka, FL 32703, United States -
Ramon Fonseca
● OpenRamon Fonseca is a healthcare institution located at 110 South Woodland Street in Winter Garden, Florida, United States. We offer a wide range of medical, dental, and specialty care services for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to their personal health information. Our patients can also refill prescriptions online and view a list of our caring medical providers. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. We are committed to providing quality and compassionate primary healthcare services to the diverse communities of Central Florida. Our services include family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. We have locations in Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including those from the Health Insurance Marketplace, and offer a sliding discount program for eligible patients. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website. Contact us to report any errors and for general inquiries, billing, records, and feedback.
110 S Woodland St, Winter Garden, FL 34787, United States -
Bill Costello - State Farm Insurance Agent
● ClosedLocated at 1501 Legends Boulevard in Davenport, Florida, Bill Costello - State Farm Insurance Agent is a full-service insurance agency dedicated to providing exceptional service to customers. As April approaches, it's the perfect time to review your auto insurance coverage to ensure you are fully protected. Our team is here to assist you with any questions you may have and make the insurance process as easy as possible. Whether you need auto insurance, business insurance, renters insurance, home insurance, or life insurance, we are here to help 24/7. Our experienced team has over 75 years of combined auto insurance experience and is committed to providing personalized service to residents of Davenport, Celebration, Winter Garden, Poinciana, and Haines City.
1501 Legends Blvd, Davenport, FL 33896, United States -
Newell Wealth Management
● OpenNewell Wealth Management is a finance institution located at 213 South Dillard Street, Winter Garden, Florida, United States. Specializing in tax-smart retirement planning, investment management, and financial planning, Kyle Newell, a fee-only financial advisor, serves clients in Winter Garden, FL, as well as virtually across the country. With a focus on creating tax-efficient income and helping clients make informed decisions, Newell Wealth Management offers personalized strategies tailored to individual needs. Kyle Newell, with over 10 years of experience in financial planning, simplifies complex financial concepts and strives to exceed client expectations.
213 S Dillard St Suite 150H, Winter Garden, FL 34787, United States -
Charles Griffin - Thrivent
● OpenCharles Griffin - Thrivent is a finance institution located at 15081 Masthead Landing Circle in Winter Garden, Florida, United States. Run by former teacher Charles Griffin, the institution prides itself on helping clients achieve financial clarity through a 3-pronged process of financial education. In the first meeting, clients get to know Charles and share details about their lives and goals. The second meeting involves a thorough review of the client's finances, with personalized recommendations provided in the final meeting. Charles is dedicated to helping clients reach their financial goals and offers services to residents in various areas surrounding Winter Garden. Thrivent, the institution behind Charles Griffin, does not provide legal, accounting, or tax advice but offers guidance through its Financial Planning Framework. Clients can further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Financial advisors at Thrivent are licensed and credentialed to provide investment advisory services. More information about professional designations and requirements can be found on Thrivent's website.
15081 Masthead Landing Cir, Winter Garden, FL 34787, United States -
Dr. Theresa Palomeque
● OpenDr. Theresa Palomeque is a reputable institution located at 210 East 7th Street in Apopka, Florida, United States. Specializing in dental and health services, we offer medical, dental, and specialty care for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to personal health information. Skip the line and refill prescriptions online, view a list of our caring medical providers, and contact us for general inquiries, billing, records, and feedback. Appointments can be rescheduled or canceled by calling 407-905-8827 or 352-314-7400. Our mission is to provide quality and compassionate primary healthcare services to Central Florida's diverse communities. We offer a range of services including family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. Our locations include Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including Florida Medicaid and Florida KidCare, and offer a sliding discount program. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website.
210 E 7th St, Apopka, FL 32703, United States
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