TOP 30 Financial planning expertise in DeLand, Florida

19 results found

Mark LaFlamme - Financial Advisor at Ameriprise Financial Services, LLC, located at 120 South Woodland Boulevard in DeLand, Florida, offers a wide range of financial services. Mark LaFlamme holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications ensure that he has the expertise and knowledge to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Mark LaFlamme is equipped to assist you. With a focus on ethics and professionalism, Mark LaFlamme is dedicated to helping clients achieve their financial goals. Contact him today for expert financial advice and guidance.

Edward Jones - Financial Advisor: Donna Jean Flood is a trusted finance institution located at 505 East New York Avenue in DeLand, Florida, United States. Donna Jean Flood is a highly experienced and knowledgeable financial advisor who is dedicated to helping her clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Donna Jean Flood can provide personalized guidance and expertise to help you make informed decisions. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Donna Jean Flood is a reliable choice for all your financial needs.

In Home Tax Service, Inc. is a trusted accounting and finance institution located at 206 Spring Garden Avenue South in DeLand, Florida, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, their experts are dedicated to helping you navigate the complex world of taxes with ease. Trust In Home Tax Service, Inc. to handle all of your financial needs with precision and expertise.

Tax Masters North DeLand LLC is a reputable finance institution located at 100 East New York Avenue in DeLand, Florida, United States. Specializing in tax services, they offer expert advice and assistance to individuals and businesses in managing their finances and maximizing their tax returns. With a team of knowledgeable professionals, Tax Masters North DeLand LLC is dedicated to providing top-notch financial solutions tailored to meet the specific needs of their clients. Whether you need help with tax planning, preparation, or filing, this institution is committed to helping you achieve your financial goals.

New York Life, located at 2230 Depot Street in DeLand, Florida, is an insurance agency that offers a range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. They provide assistance for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. New York Life offers bundled investments with low fees, education expense coverage, and income options with additional earnings potential.

"Notarized by Kayla" is a reputable finance institution located at 320 Southern Winds Boulevard in DeLand, Florida, United States. With years of experience and expertise in notarization services, Kayla and her team provide reliable and efficient notary services for a variety of financial transactions. Whether you need documents notarized for loans, real estate transactions, or other financial matters, "Notarized by Kayla" is dedicated to providing professional and trustworthy services to meet your needs. Trust Kayla and her team for all your notarization needs.

De Jesus Law Group, LLC is a trusted institution located at 500 East New York Avenue in DeLand, Florida. Specializing in legal services for families and business owners, we are dedicated to helping you protect your assets and loved ones at every stage of life. Our experienced advisors work with you to create a comprehensive legal life plan that ensures your family and finances are secure, no matter what challenges may arise. Established in 2006, our founder Irene de Jesus sees clients in our offices in DeLand, New Smyrna Beach, and virtually. We make estate planning easy and accessible for everyone in the Sunshine State, offering flat fees for our planning services to eliminate any surprise bills. Our team provides complimentary 3-year reviews to keep your plans up to date as your life changes.

Finley Law LLC, located at 203 East Rich Avenue in DeLand, Florida, is a trusted institution specializing in Estate and Elder Planning. Serving clients throughout Volusia & Flagler Counties, our team of professional lawyers provide expert assistance in areas such as Medicaid, Estate Planning, Probate, and Guardianship. At Finley Law LLC, we understand the importance of prudent preparation for elder care planning. We strive to make the process less stressful for our clients, showing compassion and understanding for the challenges they may face. Whether assisting with estate administration costs or planning for nursing home care, our goal is to provide guidance and support while keeping costs reasonable.

Meeks and Ceely, P.L. is a full service law firm located in historic Downtown DeLand, FL, specializing in Elder Law and estate planning. Owned and operated by Attorney Coren J. Meeks, the firm upholds the values and quality legal services established by founder Attorney Mary Ellen Ceely. With a deep understanding of Florida law, Meeks and Ceely, P.L. provides personalized service and expert guidance to clients in Volusia County and beyond. From probate to guardianship, Attorney Meeks is dedicated to helping clients navigate challenging legal matters with compassion and expertise. Whether you're seeking Medicaid coverage for nursing facilities or creating a comprehensive estate plan, Meeks and Ceely, P.L. is here to guide you through every step of the process. With a focus on client satisfaction and accessibility, the firm is committed to providing the highest level of legal representation for all your Elder Law needs.

Boatman & Bryant CPA'S is a reputable accounting and finance institution located at 632 North Woodland Boulevard in DeLand, Florida, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services to both individuals and businesses. Whether you need help with tax preparation, financial planning, or audit services, Boatman & Bryant CPA'S is dedicated to providing top-notch professional expertise and personalized attention to meet your specific needs. Trust them to help you navigate the complexities of accounting and finance with confidence and peace of mind.

Kelly Betty w CPA is a reputable accounting and finance institution located at 843 North Woodland Boulevard in DeLand, Florida, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing professional and personalized solutions to meet their clients' needs. Whether you need help with tax filing or financial analysis, Kelly Betty w CPA is committed to delivering top-notch service with integrity and efficiency. Contact them today to schedule a consultation and take control of your financial future.

Whitmarsh Amy B CPA is a reputable accounting and finance institution located at 432 New York Avenue West in DeLand, Florida, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Whitmarsh Amy B CPA for all your accounting and finance needs.

GM Tax Center is a reputable accounting and finance institution located at 805 Douglas Avenue in Altamonte Springs, Florida, United States. Since 2007, we have been dedicated to serving the Central Floridian community, including areas such as Maitland, Winter Park, Winter Springs, Orlando, Kissimmee, Deland, and Windermere. Our team is passionate about providing valuable assistance with tax law and Federal regulations, as reflected in the positive online reviews from our clients. We are currently reissuing second Economic Impact Payments for taxpayers who may not recognize the bank account information displayed in Get My Payment. Additionally, payments will be issued by mail for those whose bank accounts are closed. If you have not received your payment or the full amount you are eligible for, you can claim the Recovery Rebate Credit.

AFK Accounting is a trusted accounting and finance institution located at 713 New York Avenue West in DeLand, Florida, United States. Our team is dedicated to keeping our clients in compliance with federal and state tax authorities. We take a personalized approach to each case, ensuring that our clients are informed every step of the way. Communication is key to us, as we believe in clarity and transparency throughout the process. With a focus on timely and efficient service, we ensure that deadlines are met and cases are handled with precision. Trust AFK Accounting to handle all your accounting and finance needs with professionalism and expertise.

Xpress Tax Pros Plus LLC is a finance institution located at 275 West Taylor Road in DeLand, Florida, United States. Specializing in tax preparation services, our experienced professionals are dedicated to providing accurate and efficient tax solutions for individuals and businesses alike. With a commitment to exceptional customer service and a thorough understanding of tax laws and regulations, Xpress Tax Pros Plus LLC is your go-to destination for all your tax needs. Contact us today to schedule an appointment and experience the difference our expertise can make for you.

Diversified Tax Solutions is a reputable accounting and finance institution located at 505 Sandale Court in DeLand, Florida, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Their expertise includes tax preparation, planning, and consulting to ensure clients maximize their financial opportunities and minimize their tax liabilities. Diversified Tax Solutions is committed to providing personalized and efficient service to help clients achieve their financial goals.

Davis Tina is a reputable accounting and finance institution located at 300 North Woodland Boulevard in DeLand, Florida, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Their expertise and dedication to client satisfaction make them a trusted partner for all financial needs. Whether you need assistance with taxes, budgeting, or investment planning, Davis Tina is committed to helping you achieve your financial goals. Visit them today to experience their excellent service firsthand.

Karen Smith Taxes is a reputable accounting and finance institution located at 1004 North Woodland Boulevard in DeLand, Florida, United States. With years of experience in tax preparation and financial services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. From tax planning to bookkeeping, we offer a wide range of services to meet our clients' needs. Trust Karen Smith Taxes to handle all your accounting and financial needs with professionalism and expertise.

Bookkeeping Confidential is a professional accounting and finance institution located in DeLand, Florida, United States. Our fixed monthly fee based on your business size ensures no surprise bills at the end of the month, providing transparency and predictability. We specialize in creating actionable financial reports to track revenue growth, manage costs effectively, and position your company for success. Our expertise lies in serving attorneys, law firms, professional consultants, agents, builders, contractors, and subcontractors. We prioritize accuracy, timeliness, and confidentiality in our work, aiming to simplify your responsibilities and optimize profitability.