Financial planning expertise in Weston, FL
24 results found
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Women’s Financial Planning Boutique
● ClosedWomen’s Financial Planning Boutique is a finance institution located at 1825 Main Street, Weston, Florida, United States. Our mission is not to impress you, but to inspire you to confidently complete the financial planning process with us by your side. Our certified financial planner is dedicated to helping you create a "Financial Life Map" tailored to your unique journey. As a fiduciary, she is committed to providing advice in your best interest without any sales or commission-based motives. Founder Olga Espiritu has been featured on various media outlets discussing the importance of women entrepreneurs taking control of their financial lives. Our boutique is designed specifically for women, by women, offering virtual workshops, in-person events, and more to help you build your financial planning expertise. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, ensuring the highest level of professionalism and expertise. Join us in writing the next chapters of your financial life with confidence and empowerment.
1825 Main St Suite 14, Weston, FL 33326, United States -
Merrill Lynch Financial Advisor Michael J Kahn
● ClosedMerrill Lynch Financial Advisor Michael J Kahn is a reputable finance institution located at 2400 North Commerce Parkway in Weston, Florida, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Michael J Kahn has the expertise and experience to help you make informed decisions. Trust in their team of professionals to provide personalized solutions tailored to your individual needs and objectives.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Bill Penland Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBill Penland Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1290 Weston Road, Weston, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and fiduciary practices. With a focus on providing personalized financial advice, Bill Penland Jr is dedicated to helping individuals achieve their financial goals and secure their financial future.
1290 Weston Rd # 200, Weston, FL 33326, United States -
Randall M Stafman - CPA Weston
● OpenRandall M Stafman - CPA Weston is a trusted accounting and finance institution located at 17140 Royal Palm Boulevard in Weston, Florida, United States. With years of experience and expertise in the field, our team of professionals provides top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
17140 Royal Palm Blvd #1, Weston, FL 33326, United States -
Merrill Lynch Financial Advisor Michael "Mick" Cischke
● ClosedMerrill Lynch Financial Advisor Michael "Mick" Cischke is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a comprehensive understanding of your financial situation and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael "Mick" Cischke can help create a flexible strategy tailored to your needs in today's changing market conditions. The institution focuses on understanding your priorities, family, and goals, adapting to changes over time to help you pursue your financial objectives. By conducting a thorough analysis of your investment personality, the team can customize a financial approach to align with what matters most to you. Through regular check-ins and reviews, the institution aims to keep you on track towards achieving your goals. Certified by the CFP Board, CIMA, ChFC, and CLU, the team at Merrill Lynch Financial Advisor Michael "Mick" Cischke is dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Cleveland Clinic Florida: Katz Erin E MD
● OpenCleveland Clinic Florida: Katz Erin E MD is a healthcare institution located at 2950 Cleveland Clinic Boulevard in Weston, Florida, United States. This facility offers medical services provided by Dr. Erin E Katz, a doctor specializing in health. The institution provides information on accepted insurance plans, managed care options, and visitation guidelines during the COVID-19 pandemic. Cleveland Clinic physicians and scientists collaborate with pharmaceutical and medical device industries to develop medical breakthroughs and provide expertise and education. The institution maintains transparency by disclosing financial conflicts of interest and implementing measures to minimize bias. Patients can trust in the integrity and professionalism of Cleveland Clinic Florida: Katz Erin E MD for their healthcare needs.
2950 Cleveland Clinic Blvd, Weston, FL 33331, United States -
Ramon Ortega CPA, PA
● OpenRamon Ortega CPA, PA is a reputable accounting and finance institution located at 1555 Bonaventure Boulevard in Weston, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of accounting expertise, Ramon Ortega CPA, PA is dedicated to providing top-notch service and personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
1555 Bonaventure Blvd, Weston, FL 33326, United States -
Merrill Lynch Wealth Management
● ClosedWelcome to Merrill Lynch Wealth Management located at 2400 North Commerce Parkway, Suite 100 in Weston, Florida. Our team of financial advisors believes in creating customized, strategic plans for each unique client, regardless of their financial objectives. We offer a wide range of wealth management services, including retirement income planning, guidance on investments, and estate planning services through Bank of America. Our advisors are dedicated to understanding your personal and professional goals, and work with you to create financial strategies that align with your long-term objectives. We are committed to providing excellent client service and satisfaction, and believe in giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm. Our advisors are trained to help you pursue your financial and life goals, and are equipped to assist you with any financial challenges that may arise. Whether you are just starting your career or looking for a new opportunity, consider joining us as a Merrill financial advisor.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Turner & Associates, LLP
● OpenTurner & Associates, LLP is a reputable accounting and finance institution located at 2893 Executive Park Drive in Weston, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Turner & Associates, LLP is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to see how they can help you achieve your financial goals.
2893 Executive Park Dr, Weston, FL 33331, United States -
Accountit, CPA
● OpenAccountit, CPA is a renowned accounting and finance institution located at 1825 Main Street in Weston, Florida, United States. Our team of certified public accountants (CPAs) are dedicated to providing expert financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, we offer a wide range of services to meet our clients' needs. With a commitment to excellence and personalized attention, Accountit, CPA is the trusted partner for all your accounting and financial needs.
1825 Main St, Weston, FL 33326, United States -
STEVEN ZUCKER, CPA, P.A
● OpenSTEVEN ZUCKER, CPA, P.A is a reputable accounting and finance institution located at 1640 Town Center Circle in Weston, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
1640 Town Center Cir #218, Weston, FL 33326, United States -
Kornerstone Wealth Management, Inc.
● OpenKornerstone Wealth Management, Inc. is a reputable finance and insurance agency located at 2645 Executive Park Drive, Weston, Florida, United States. With a team of experienced financial professionals, they provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Kornerstone Wealth Management, Inc. is dedicated to providing personalized and tailored strategies to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
2645 Executive Park Dr Suite 315, Weston, FL 33331, United States -
Scott Ramo - Raymond James
● OpenScott Ramo - Raymond James is a renowned finance institution located at 2500 Weston Road in Weston, Florida, United States. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we have the expertise and resources to assist you every step of the way. Trust in Scott Ramo - Raymond James for all your financial needs.
2500 Weston Rd Ste 200, Weston, FL 33331, United States -
Hector Garcia, CPA
● OpenHector Garcia, CPA is a reputable accounting and finance institution located at 4474 Weston Road in Weston, Florida, United States. With a team of experienced and knowledgeable certified public accountants, Hector Garcia, CPA offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust in the expertise and professionalism of Hector Garcia, CPA to help them navigate their financial needs with confidence and peace of mind.
4474 Weston Rd APT 134, Weston, FL 33331, United States -
Baruch accounting & multiservices
● OpenBaruch Accounting & Multiservices is a reputable institution located at 1825 Main Street in Weston, Florida, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to assist you. Visit us today to experience our personalized and reliable services.
1825 Main St, Weston, FL 33326, United States -
Team Usa Consulting LLC
● OpenTeam USA Consulting LLC is a reputable accounting and finance institution located at 1595 Orion Lane in Weston, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, and consulting services. Trust Team USA Consulting LLC to help you navigate the complexities of the financial world and achieve your goals.
1595 Orion Ln, Weston, FL 33327, United States -
E & F Latin Accounting
● OpenE & F Latin Accounting is a reputable institution located at 1820 North Corporate Lakes Boulevard in Weston, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses. With a focus on Latin American clients, we offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and more. Trust E & F Latin Accounting to handle all your financial needs with professionalism and expertise.
1820 N Corporate Lakes Blvd, Weston, FL 33326, United States -
Virgilio Vega, III, CPA
● OpenVirgilio Vega, III, CPA is a reputable accounting and finance institution located at 304 Indian Trace in Weston, Florida, United States. With years of experience and expertise in the field, they offer a wide range of professional services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Virgilio Vega, III, CPA for all your accounting and finance needs.
304 Indian Trace PMB 530, Weston, FL 33326, United States -
David E. Fonseca, CPA
● OpenDavid E. Fonseca, CPA is a reputable accounting and finance institution located at 2200 North Commerce Parkway in Weston, Florida, United States. With a team of experienced professionals led by David E. Fonseca himself, the institution offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting needs, David E. Fonseca, CPA is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
2200 N Commerce Pkwy, Weston, FL 33326, United States -
Tax Accountant - Fincadia
● OpenTax Accountant - Fincadia is a reputable accounting and finance institution located at 55 Weston Road in Weston, Florida, United States. With a team of experienced and knowledgeable tax professionals, Fincadia specializes in providing a wide range of tax services to individuals and businesses. Whether you need assistance with tax planning, preparation, or filing, their experts are dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trust Tax Accountant - Fincadia for all your tax and accounting needs.
55 Weston Rd Suite 201, Weston, FL 33326, United States -
Newman Hospitality
● OpenNewman Hospitality is a versatile institution located at 304 Indian Trace in Weston, Florida, United States. Specializing in finance, real estate agency, and travel agency services, Newman Hospitality offers a comprehensive range of solutions to meet the diverse needs of its clients. Whether you are looking to invest in real estate, plan a dream vacation, or secure financial assistance, Newman Hospitality is dedicated to providing top-notch service and expertise. With a team of experienced professionals and a commitment to excellence, Newman Hospitality is your one-stop destination for all your finance, real estate, and travel needs.
304 Indian Trace #969, Weston, FL 33327, United States -
Mandi Sehgal
● OpenWelcome to Mandi Sehgal, located at 2950 Cleveland Clinic Blvd, Weston, FL 33331, United States. As a distinguished member of the Cleveland Clinic Florida, Dr. Mandi Sehgal is a nationally recognized expert in Geriatric Medicine, celebrated for her innovative educational programming and leadership in interprofessional teams. With a deep commitment to person-centered care, Dr. Sehgal ensures the highest quality of life for her older adult patients, balancing their safety and independence. Dr. Sehgal's impressive academic journey began in Alabama, where she attended the University of South Alabama for both her undergraduate and medical education. She completed her residency in Family Medicine at Tallahassee Memorial and further specialized with a Geriatric Medicine Fellowship at the University of Cincinnati. Her dedication to education and patient care has been recognized with numerous accolades, including the prestigious Clinician Educator of the Year award from the American Geriatrics Society.
2950 Cleveland Clinic Blvd, Weston, FL 33331, United States -
Mandi Sehgal
● OpenWelcome to Mandi Sehgal, located at 3250 Meridian Pkwy, Weston, FL 33331, United States, where exceptional health care meets compassionate service. Led by Dr. Mandi Sehgal, a nationally recognized clinician-educator in Geriatric Medicine, our practice is dedicated to providing top-tier medical care with a focus on older adults' needs. As part of the prestigious Cleveland Clinic Florida, Dr. Sehgal directs the Geriatric Medicine Fellowship Program, underscoring her commitment to advancing medical education and patient care. Dr. Sehgal's illustrious career includes a robust academic background with degrees from the University of South Alabama and advanced training in Geriatric and Family Medicine. Her previous roles include Associate Professor at Florida Atlantic University, where she directed key geriatric programs, and faculty positions at the University of Kansas and the University of Cincinnati. Her expertise is widely acknowledged, having been named a "Top Doc" and honored as the Clinician Educator of the Year by the American Geriatrics Society.
3250 Meridian Pkwy, Weston, FL 33331, United States -
Galindo Diana J MD
● OpenWelcome to the practice of Dr. Diana J. Galindo, MD, a dedicated and compassionate physician located at Cleveland Clinic Florida, 2950 Cleveland Clinic Blvd, Weston, FL 33331. Specializing in geriatric medicine, Dr. Galindo is committed to addressing the unique health needs of older adults, including fatigue, memory impairment, and functional decline. As a part of the renowned Cleveland Clinic, Dr. Galindo collaborates with a team of experts to ensure comprehensive care and support for her patients. Dr. Galindo is known for her exceptional patient care, characterized by her attentive listening, thorough understanding, and personalized treatment plans. Her patients consistently express gratitude for her empathetic approach and her ability to coordinate care effectively, especially for those with complex medical conditions such as cancer. With a focus on enhancing patient quality of life, Dr. Galindo leverages her extensive knowledge and experience to provide top-quality healthcare services.
2950 Cleveland Clinic Blvd, Weston, FL 33331, United States
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