TOP 10 Financial planning for families in DeLand, Florida
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SMA Outpatient - DeLand
SMA Outpatient - DeLand is a healthcare institution located at 105 West Calvin Street in DeLand, Florida, United States. Specializing in providing exceptional behavioral healthcare to individuals dealing with addiction, mental illness, or both for over 60 years, SMA offers a wide range of client-oriented services tailored to meet each individual's unique needs. The institution prides itself on delivering high-quality services focused on hope, healing, trust, and recovery. SMA Outpatient - DeLand offers a first-class working environment, competitive wages, and a comprehensive benefits package for its employees. The institution is committed to transforming lives through hope and healing, and values accountability, leadership, and community support.
Future Focus Financial, Inc
Future Focus Financial, Inc is a leading finance institution located in DeLand, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your assets, we provide personalized solutions to meet your unique needs. Visit us at 1004 North Woodland Boulevard to start planning for a brighter financial future today.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. Our team of skilled financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to integrity, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Eric C Chvisuk
Edward Jones - Financial Advisor: Eric C Chvisuk is a reputable finance institution located at 101 North Woodland Boulevard in DeLand, Florida, United States. As a trusted financial advisor, Eric C Chvisuk provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric C Chvisuk is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
Thomas Fleishel - Certified Financial Planner - Raymond James
Thomas Fleishel is a highly regarded Certified Financial Planner at Raymond James in DeLand, Florida. With a commitment to providing personalized financial advice and solutions, Thomas helps clients navigate the complexities of wealth management and investment planning. Located at 812 North Woodland Boulevard, Thomas Fleishel's office is a trusted resource for individuals and families looking to secure their financial future. Whether you are seeking retirement planning, estate planning, or investment management services, Thomas Fleishel and his team are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial security.
Lane Financial Strategies
Lane Financial Strategies is a leading finance institution located at 838 East New York Avenue in DeLand, Florida. With a dedicated team of financial experts, we provide personalized strategies and solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure a loan, our experienced professionals are here to guide you every step of the way. At Lane Financial Strategies, we are committed to helping you make sound financial decisions and build a secure financial future. Contact us today to schedule a consultation.
Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™ is a reputable finance institution located at 101 North Woodland Boulevard, DeLand, Florida, United States. With a team of experienced professionals led by Eric Nompleggi, who holds various certifications including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust in Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™ for expert financial advice and guidance.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 211 East Rich Avenue in DeLand, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and personalized wealth management solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and exceptional customer service to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA®
At Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA®, located in DeLand, Florida, United States, clients can expect personalized and comprehensive financial planning services. Sean M Tamm, a Certified Financial Planner and Certified Private Wealth Advisor, offers expert advice and guidance to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Sean M Tamm can create a customized strategy tailored to your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA® is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Cliff Boyd
Edward Jones - Financial Advisor: Cliff Boyd is a reputable finance institution located at 843 North Woodland Boulevard in DeLand, Florida, United States. As a trusted financial advisor, Cliff Boyd provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Edward Jones - Financial Advisor: Cliff Boyd.
Edward Jones - Financial Advisor: Evin Lynch, CFP®
Edward Jones - Financial Advisor: Evin Lynch, CFP® is a reputable finance institution located at 121 Victoria Commons Boulevard in DeLand, Florida, United States. Evin Lynch, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Evin Lynch, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence.
Merrill Lynch Financial Advisor Donna G. Higbee
Merrill Lynch Financial Advisor Donna G. Higbee, located at 230 North Woodland Boulevard, DeLand, Florida, United States, is a dedicated and experienced finance institution that is committed to building a strong relationship with clients. With a passion for helping individuals and families make important financial decisions, Donna G. Higbee offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Donna Higbee works to create flexible strategies that adapt to changing market conditions. Through the Merrill Personal Wealth Analysis™ process, clients can develop personalized plans centered on their goals and aspirations.
Edward Jones - Financial Advisor: Sherry A Madl
Edward Jones - Financial Advisor: Sherry A Madl is a reputable finance institution located at 138 New York Avenue West in DeLand, Florida, United States. As a trusted financial advisor, Sherry A Madl provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sherry A Madl is dedicated to providing expert financial guidance and support to individuals and families in the DeLand area.
Office of Financial Aid
The Office of Financial Aid at Stetson University, located at 421 North Woodland Boulevard in DeLand, Florida, is dedicated to helping students navigate the financial aid process and invest in their education. Our admissions team is here to guide you through the application process and welcome you into the Hatter family. Whether you're interested in undergraduate or graduate programs, our inclusive and welcoming campuses in DeLand and Gulfport offer a variety of opportunities for personal and academic growth. The 2024-2025 FAFSA is now available, and our team is available to assist you in understanding your financial aid options. Visit our website to calculate your estimated financial aid award and access important forms. Apply online to Stetson and discover why we continue to be a top spot for learning and exploration. Contact us at 386-822-7100 or [email protected] for more information.
Launch Credit Union | DeLand
Launch Credit Union in DeLand, Florida, is a trusted financial institution located at 301 New York Avenue West. As a credit union, we offer a wide range of financial services including ATM access for your convenience. Our dedicated team is committed to helping our members achieve their financial goals and providing personalized solutions to meet their needs. Visit us today to experience the difference of banking with Launch Credit Union.
Hope Resource Center
Hope Resource Center, located at 3151 Howland Boulevard in Deltona, Florida, is a health institution offering discreet and no-cost services for unexpected pregnancies. Our services, including pregnancy tests, are confidential and available at no cost to individuals in need. Serving all of Volusia County, including Deltona, Orange City, Deland, DeBary, Osteen, Geneva, Daytona, Enterprise, and more, Hope Resource Center does not perform or refer for abortions. Contact us today for support and guidance during this important time in your life.
Rinker Tax Institute
The Rinker Tax Institute, located at 100 East Ohio Avenue in DeLand, Florida, is a prestigious institution specializing in accounting and finance. Our undergraduate and graduate programs are designed to exceed expectations and prepare students for successful careers in the field. Our admissions team is dedicated to helping prospective students navigate the application process and become part of the Hatter family. The DeLand campus offers a welcoming and inclusive environment with a wide range of opportunities for personal and professional growth.
Choice Health Insurance Brokers
Choice Health Insurance Brokers is a reputable insurance agency located at 101 North Woodland Boulevard in DeLand, Florida. Specializing in health insurance, our experienced brokers are dedicated to helping individuals and families find the right coverage to meet their unique needs. Whether you are looking for comprehensive health insurance options or simply need assistance navigating the complex world of insurance policies, our team is here to provide expert guidance and personalized service. Trust Choice Health Insurance Brokers to help you make the best choices for your health and financial well-being.
New York Avenue Insurance
New York Avenue Insurance, located at 915 New York Avenue West in DeLand, Florida, is a health insurance agency dedicated to providing top-notch service to its clients. Whether you are facing rough seas and need assistance navigating your health insurance options, or if you are enjoying smooth sailing and want to ensure you are covered in case of any unexpected events, our team of experts is here to help. At New York Avenue Insurance, we specialize in Health, Medicare, Supplemental, Disability, Group, and Life Insurance, making sure all your insurance needs are met. Our goal is to guide you safely back to shore in times of uncertainty, and to be there for you to take command when things are going smoothly.
Page Insurance Agency
Page Insurance Agency, located at 500 East New York Avenue in DeLand, Florida, has been providing top-rated service for over fifty years. As one of the leading independent agencies in West Volusia, we offer insurance and retirement solutions for individuals, families, and businesses. Our dedicated agents prioritize excellent customer service and will always treat you like family. Whether you're looking for homeowners, auto, life, or business insurance, we have a full spectrum of insurance plans to meet your needs.
Sonia Mori - State Farm Insurance Agent
Sonia Mori - State Farm Insurance Agent, located at 975 West Wisconsin Avenue in DeLand, Florida, has been helping families since 1987. Our team includes Greg Emory, who specializes in Life Insurance and speaks Spanish, and Cristina Krusick, a bilingual Business and Life Insurance Representative. We offer a range of insurance products, including Life Insurance and annuities, as well as banking services through U.S. Bank National Association. For auto repair questions or assistance with financial planning, please give us a call at (386) 738-4805. Please note that we do not provide tax or legal advice, so be sure to consult a professional for guidance in those areas. We look forward to meeting you and helping you protect what matters most.
CMD Insurance Acency
CMD Insurance Agency, located at 120 South Woodland Boulevard in DeLand, Florida, is your go-to insurance agency for all your healthcare needs. With over 25 years of experience in the industry, our team is dedicated to helping you find the right plan that fits your lifestyle and budget. We stay up-to-date on the latest changes in the healthcare markets to provide you with the best options available. Health insurance is essential to protect you and your family from the high costs of medical care. Let us guide you in finding the perfect health insurance plan that meets your needs. Whether you are new to Medicare or looking for other insurance options, we are here to help answer your questions and provide clarity on your choices.
Tyler Kosmas - State Farm Insurance Agent
Tyler Kosmas - State Farm Insurance Agent is an insurance agency located at 505 East New York Avenue in DeLand, Florida. Just one mile east of downtown DeLand, the team at Tyler Kosmas State Farm is dedicated to helping local families navigate the ever-changing economic landscape while keeping their budget in mind. As a Volusia County local, Tyler Kosmas is committed to educating the community on the importance of protecting their homes, autos, and lives without sacrificing financial security. The agency's mission is to help residents of DeLand, Volusia County, and Florida manage life's risks and protect their families both financially and physically. The team at Tyler Kosmas State Farm is made up of qualified insurance professionals who are dedicated to serving the Deland community and helping families understand the values that make State Farm the best choice for insurance in Florida. Whether you need assistance with home, auto, life insurance, or financial planning, Tyler Kosmas and his team are here to help you make life go right. Contact them today for a personalized quote and to learn more about their services.
de Jesus Law Group, LLC
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.
John A Stanton Law Offices: Stanton John A
John A Stanton Law Offices: Stanton John A is a prestigious law firm located at 121 North Woodland Boulevard in DeLand, Florida. Specializing in finance and legal matters, the firm is known for providing expert guidance and representation to clients in need of legal assistance. With a team of highly skilled lawyers led by John A Stanton, clients can expect personalized attention and dedicated service to help them navigate through complex legal issues. Whether you are in need of financial advice or legal representation, John A Stanton Law Offices: Stanton John A is committed to providing top-notch services to meet your needs.
Finley Law LLC
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.
Law Offices of Clare Ann Keijer, P.A.
The Law Offices of Clare Ann Keijer, P.A. is a reputable legal institution located at 120 East Rich Avenue in DeLand, Florida. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you are in need of assistance with financial matters, legal advice, or accounting services, our firm is here to help. With a commitment to professionalism and excellence, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn more about how we can assist you with your legal and financial needs.
Lori Endicott - Raymond James
Lori Endicott - Raymond James is a finance institution located at 120 North Alabama Avenue in DeLand, Florida, United States. Our dedicated team offers personalized financial planning services to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support in all aspects of wealth management. Visit us today to learn more about how we can help you reach your financial objectives.
Oxford Advisory Group
Oxford Advisory Group, located at 100 East New York Avenue in DeLand, Florida, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security. The institution is recognized by various media outlets for their financial services and insights. They offer resources to help individuals navigate through the complexities of tax and income, empowering them to preserve more of their wealth. Oxford Advisory Group also helps individuals and families achieve their ideal retirements and is a proud member of AdventHealth Foundation Central Florida’s Professional Advisory Network, collaborating with AdventHealth to ensure charitable needs are met. Please note that the information provided on the Oxford Advisory Group website is general in nature and for informational purposes only. It is not intended as investment advice or a recommendation to purchase or sell any specific security. Past performance is not a guarantee of future results. Individuals are advised to consult with their own tax or legal advisers before entering into any advisory contract. Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. The UCF Knights and The UCF Athletics are not affiliated with or endorsing Oxford Wealth Group LLC. Oxford Advisory Group is a member of the Forbes Finance Council.
RLJ Wealth Management
RLJ Wealth Management is a leading financial institution located at 713 New York Avenue West in DeLand, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Trust RLJ Wealth Management to help you secure your financial future.
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