Financial planning and execution in Plantation, Florida

Morgan Stanley Financial Advisors is a renowned finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a wide range of financial services and products available, we provide personalized solutions tailored to meet the unique needs of each individual client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Morgan Stanley Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial plan for tomorrow.

Gelbwaks Executive Marketing Corporation is a renowned insurance agency located at 10051 Northwest 1st Court, Plantation, Florida, United States. With decades of experience in the insurance industry, we specialize in helping clients prepare for the unknown by providing access to top insurance products and carriers in the nation. Our team takes a collaborative approach to research and create the best financial solutions for each client. Peter Gelbwaks, a seasoned professional with over 50 years in the industry, is a distinguished member of the Leading Producers Round Table and has received numerous accolades for his contributions to the field of insurance. Marjorie Gelbwaks Schaefer, a top performer in Life and Disability insurance, is also a member of the Million Dollar Round Table.

Executive Tax Specialist is a leading accounting and finance institution located in Plantation, Florida, United States. Our team of experts specializes in providing top-notch tax services for executives and high-net-worth individuals. With years of experience and a deep understanding of tax laws and regulations, we are dedicated to helping our clients navigate the complexities of the tax system and maximize their financial success. Whether you need assistance with tax planning, compliance, or IRS representation, Executive Tax Specialist is here to help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.

Bridge Funding LLC is a finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Specializing in commercial real estate financing for businesses, owners, and real estate investors, Bridge Funding is a leading middle market specialty finance company with headquarters in New York, NY, and additional offices in White Plains, NY, Chicago, IL, and Washington, DC. Bridge Funding offers specialized solutions to meet the unique financing needs of its clients. The institution has recently launched a new real estate finance program in partnership with a premier multi-billion dollar insurance company, in addition to its existing proprietary capital and fund investment platform. This new program focuses on small and middle-market real estate transactions with quality sponsors who have strong business plans.