Financial planning for families in Aventura, FL
18 results found
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Morris Financial - Northwestern Mutual
● ClosedMorris Financial - Northwestern Mutual is a reputable finance and insurance agency located at 19950 West Country Club Drive in Aventura, Florida, United States. With a strong focus on providing quality financial planning and insurance solutions, the institution is dedicated to helping clients achieve their long-term financial goals and secure their financial future. Backed by the resources and expertise of Northwestern Mutual, Morris Financial offers personalized and comprehensive financial services to individuals, families, and businesses. Whether you are looking to invest wisely, protect your assets, or plan for retirement, Morris Financial - Northwestern Mutual is committed to providing top-notch guidance and support every step of the way.
19950 W Country Club Dr #802, Aventura, FL 33180, United States -
M&A Insurance and Financial Services, Inc.
● ClosedM&A Insurance and Financial Services, Inc. is an insurance agency located at 17971 Biscayne Boulevard in Aventura, Florida, United States. Since 1984, we have been helping individuals and businesses secure the insurance coverage they need. Our experienced agents specialize in finding the best Individual Health Insurance policies for you and your family, as well as assisting Medicare clients in choosing the right plan for their needs. At M&A Insurance, we understand the importance of protecting your most valuable assets, such as your home and car. Our homeowners insurance agency serves South Florida, ensuring that your home is covered in case of the unexpected. Additionally, our auto insurance services can guide you towards the right coverage to protect you in case of a car accident or ticket.
17971 Biscayne Blvd Ste.107, Aventura, FL 33160, United States -
Jane Zimmerman, CFP - UBS Financial Services Inc.
● OpenJane Zimmerman, CFP - UBS Financial Services Inc. is a reputable financial institution located in Aventura, Florida. Specializing in comprehensive financial planning and wealth management services, Jane Zimmerman and her team at UBS are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and expert advice, this institution is committed to providing top-tier financial services to individuals and families in the Aventura area. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Jane Zimmerman, CFP - UBS Financial Services Inc. is here to help you navigate the complex world of finance with confidence and peace of mind.
18851 NE 29th Ave 11th Floor, Aventura, FL 33180, United States -
Northwestern Mutual - The Aventura Group
● ClosedNorthwestern Mutual - The Aventura Group is a leading financial institution located at 19950 West Country Club Drive in Aventura, Florida, United States. Specializing in providing financial planning, investment strategies, and insurance services, the institution is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced financial advisors, Northwestern Mutual - The Aventura Group offers personalized solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or protecting your family's financial well-being, this institution is committed to providing expert guidance and support every step of the way.
19950 W Country Club Dr #802, Aventura, FL 33180, United States -
Aventura, FL Private Wealth Management - UBS Financial Services Inc.
● OpenAventura, FL Private Wealth Management - UBS Financial Services Inc. is a premier financial institution located in Aventura, Florida. With a focus on providing personalized wealth management services, UBS Financial Services Inc. offers expert financial advice and tailored investment solutions to help clients achieve their financial goals. Located at 18851 Northeast 29th Avenue, Aventura, the institution is dedicated to providing top-notch financial services to individuals and families in the area. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Aventura, FL Private Wealth Management - UBS Financial Services Inc. is here to help you every step of the way.
18851 NE 29th Ave 11th Floor, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Laurie Wynn
● ClosedMerrill Lynch Financial Advisor Laurie Wynn is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. As a mother-son team in the financial services industry, they believe in the rarity of their bond and exceptional understanding of the dynamics of money in the family environment. With a solid investment philosophy honed through decades of experience, they focus on calculating risk, diversifying investments, considering purpose, being agnostic to products, thinking globally, and staying dedicated to long-term success. The team has received recognition from Forbes for their exemplary client service. They offer personalized financial plans through Merrill Personal Wealth Analysis™ and aim to help clients achieve their goals through a customized investment approach. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Laurie Wynn is committed to helping clients navigate the complexities of their financial lives.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Lesya Pelyushko
● ClosedMerrill Lynch Financial Advisor Lesya Pelyushko, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's family, goals, and priorities, adapting their approach as these factors evolve over time. By asking thoughtful questions and listening carefully, the advisors at Merrill Lynch work to create personalized financial plans that help clients pursue their goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with clients to develop strategies to address their financial needs. Through conversations, the advisors help clients identify and prioritize their goals, providing advice and guidance to help them stay informed and on track. By utilizing tools like the Investment Personality Assessment, Merrill Lynch is able to customize financial approaches to align with each client's unique preferences and aspirations. With a focus on helping clients achieve their goals, the advisors at Merrill Lynch Wealth Management work to build and document personalized plans centered on what matters most to each individual. By regularly reviewing and adjusting financial approaches as needed, the team at Merrill Lynch aims to help clients stay on track to achieve their goals. Through a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. With a commitment to always putting clients first, the advisors at Merrill Lynch strive to help each individual live their best financial life.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Sharon King - State Farm Insurance Agent
● ClosedSharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.
134 S Dixie Hwy #101, Hallandale Beach, FL 33009, United States -
Sheleen G Khan Law Office
● ClosedSheleen G Khan Law Office is a trusted institution located at 13499 Biscayne Boulevard in North Miami, Florida, United States. Specializing in finance and legal services, Attorney Sheleen G. Khan is dedicated to providing reliable legal counsel for foreclosures and evictions. With a deep understanding of the law and individual circumstances, she works closely with clients to create personalized plans for success. Ms. Khan is experienced in debt relief, foreclosure avoidance, lien reduction, landlord/tenant issues, real estate matters, condominium disputes, loan modification, contract litigation, and bankruptcy. Notably, she has successfully won lawsuits against foreclosure lenders, like HSBC, helping clients save their homes and eliminate mortgage debt.
13499 Biscayne Blvd t2, North Miami, FL 33181, United States -
Fleurinord Law PLLC
● ClosedFleurinord Law PLLC is an Estate Planning, Probate and Tax Law Firm with offices in Houston, TX and Miami, FL. Located at 20900 Northeast 30th Avenue in Aventura, Florida, United States, our institution offers comprehensive representation by combining legal expertise and financial knowledge to provide effective solutions for your family and small business. Our tailored legal services cater to your unique business needs, whether you require assistance with estate planning, probate, tax matters, or business operations. With experienced lawyers by your side, we can help you navigate complex legal procedures with minimal cost and effort. Whether you need a simple will, trust, or advice on federal and state taxes, Fleurinord Law PLLC is dedicated to resolving your legal issues. Our personalized service ensures that we understand your individual needs and provide the best possible solutions. Contact us at our Texas or Florida offices for expert legal assistance in starting your own business, protecting your assets in a same-sex marriage, or addressing the latest developments in corporate transparency laws. We look forward to meeting you and helping you achieve your legal goals.
20900 NE 30th Ave, Aventura, FL 33180, United States -
Singer Wealth
● ClosedSinger Wealth is a finance institution located at 1515 South Federal Highway in Boca Raton, Florida, United States. Our vision is to help you achieve your financial dreams by providing innovative strategies tailored to your needs. With the Singer Wealth plan, we analyze your current financial situation and create a customized strategy to help you reach your goals. Join us for a complimentary consultation and receive a copy of Keith Singer's book, "The Life You Deserve." Take the Checklist Challenge to assess your retirement readiness and tune into the "Prosper!" radio show with Keith Singer for financial insights. Our main office is located in Boca Raton, with additional locations in Aventura, Tampa, West Palm Beach, Plantation, and other areas for your convenience. Contact us today to schedule a meeting or attend a seminar. Singer Wealth Advisors, LLC, offers investment advisory services, and insurance products are backed by the issuing carrier's claims-paying ability. Let us help you secure your financial future.
1515 S Federal Hwy #302, Boca Raton, FL 33432, United States -
Evolution Wealth Advisors
● ClosedEvolution Wealth Advisors is a finance institution located in Aventura, Florida, United States. Committed to becoming your family's trusted advisor, we are an SEC-registered investment advisory firm dedicated to fulfilling the financial needs and objectives of our clients. Our experienced team works closely with each family to offer solutions that best fit their needs, lifestyle, and risk profile. We strive to streamline complexities and capitalize on wealth opportunities with intellectual rigor, in-depth customization, and committed assistance. Specializing in serving clients of Latin American origin, we take pride in providing a personalized approach and creating a positive experience. Our mission is to provide the highest quality service through discipline, knowledge, and financial guidance. We understand that each family is unique and complex, and our goal is to become the trusted advisor for all financial needs.
20900 NE 30th Ave #517, Aventura, FL 33180, United States -
The Spectrum Group - Morgan Stanley
● OpenThe Spectrum Group - Morgan Stanley is a leading financial institution located at 20807 Biscayne Boulevard in Aventura, Florida, United States. Specializing in wealth management, investment banking, and financial advisory services, The Spectrum Group - Morgan Stanley is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and access to a wide range of resources, this institution is committed to providing top-tier financial solutions for individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Spectrum Group - Morgan Stanley is here to help you succeed.
20807 Biscayne Blvd 5th & 6th Fl, Aventura, FL 33180, United States -
Northwestern Mutual - Bryan Hughes
● ClosedNorthwestern Mutual - Bryan Hughes is a finance and insurance agency located at 19950 West Country Club Drive in Aventura, Florida. With a focus on providing financial planning and insurance solutions, Northwestern Mutual - Bryan Hughes is dedicated to helping individuals and families achieve their financial goals and secure their future. Their experienced team of professionals offers personalized services tailored to each client's unique needs, ensuring they receive the best possible advice and guidance. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Northwestern Mutual - Bryan Hughes is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
19950 W Country Club Dr, Aventura, FL 33180, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to client service and community involvement, supporting various charitable initiatives. With a focus on understanding clients' goals and needs, Merrill Lynch Wealth Management aims to help clients achieve their financial and life objectives. Their advisors receive ongoing professional training and mentoring to provide tailored investment approaches and wealth management advice. Merrill Lynch has been training financial advisors since 1946, offering expertise in assisting clients with their unique financial goals. It's important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services, with a focus on building strong client relationships and business growth.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Ofer Levy - Raymond James
● OpenOfer Levy - Raymond James is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to providing personalized service and tailored solutions, Ofer Levy - Raymond James is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
18851 NE 29th Ave Ste 407, Aventura, FL 33180, United States -
The Pickard Poser Group - Morgan Stanley
● OpenThe Pickard Poser Group at Morgan Stanley is a renowned finance institution located in Aventura, Florida, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Pickard Poser Group offers personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, United States -
Team Perdido - Pete King Realtor/Team Leader
● ClosedWelcome to Team Perdido - Pete King Realtor/Team Leader, your trusted real estate agency located at 13578 Perdido Key Drive, Pensacola, Florida. As part of the renowned Pointe South Real Estate, one of the most productive realty companies in the Pensacola/Alabama Beaches area, we pride ourselves on offering unparalleled service in the real estate market. Our dedicated team, led by one of the top agents on the “Key,” is committed to providing expert guidance and support whether you are buying or selling a property. At Team Perdido, we understand the importance of having a Realtor who comprehends the market dynamics and customer reactions to pricing and value. Our knowledgeable and high-energy team, along with our diligent administrative staff, works tirelessly to build strong relationships with our clients. For sellers, we ensure that all disclosures and paperwork are meticulously handled, allowing you to make informed decisions about listing your property. For buyers, we focus on matching you with properties that meet your needs and financial criteria, guiding you through the entire process from contract signing to closing.
13578 Perdido Key Drive, Pensacola, Florida 32507, United States
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