Financial planning for individuals and families in Weston, FL
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Merrill Lynch Financial Advisor Eleazar Ayala
● OpenMerrill Lynch Financial Advisor Eleazar Ayala is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Our team specializes in addressing the investment and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to understand their needs and create customized financial strategies to help them achieve their goals. Our mission is to truly understand our clients and their priorities in order to design and implement personalized plans to help manage investment risk and pursue financial goals. We believe in a holistic approach that focuses on turning aspirations into reality by providing tailored solutions to meet individual needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Whether you are planning for retirement, saving for a home, or funding education, we are here to help you navigate the complexities of the financial world and achieve your goals.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Merrill Lynch Financial Advisor Gerald J Licari
● OpenMerrill Lynch Financial Advisor Gerald J Licari is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to create customized financial strategies to help them pursue their goals. Our mission is to understand each client's unique needs and aspirations, and to design and implement personalized plans to help them achieve their financial objectives. We believe in focusing on solutions that can turn goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, we develop tailored approaches to address our clients' financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. Contact us to start working towards your financial success.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Merrill Lynch Financial Advisor Sheri Billings
● OpenMerrill Lynch Financial Advisor Sheri Billings, located at 2400 North Commerce Parkway in Weston, Florida, United States, is a finance institution dedicated to addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team at this institution works closely with clients to craft customized financial strategies tailored to help them pursue their goals. With a mission to understand each client's unique needs and aspirations, the team at Merrill Lynch Financial Advisor Sheri Billings focuses on providing personalized financial plans to help manage investment risk and turn goals into reality. By listening carefully and asking thoughtful questions, they aim to design and implement strategies that align with each client's financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Sheri Billings is committed to helping clients address their financial needs and achieve their objectives. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, they strive to build customized plans centered on individual goals and preferences. Whether it's planning for retirement, funding education, or passing wealth to future generations, the team at Merrill Lynch Financial Advisor Sheri Billings is dedicated to helping clients navigate life's financial complexities and achieve their aspirations. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch Financial Advisor Sheri Billings is here to help clients live their best financial life and reach their goals.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
My Legacy Group
● OpenMy Legacy Group is a leading finance and insurance agency located at 1555 Bonaventure Boulevard in Weston, Florida. Our dedicated team of professionals is committed to helping individuals and families secure their financial future by offering a wide range of services tailored to meet their unique needs. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, we are here to guide you every step of the way. Trust My Legacy Group to protect and grow your wealth for generations to come.
1555 Bonaventure Blvd, Weston, FL 33326, United States -
Seth D. Lubin, P.A.
● OpenSeth D. Lubin, P.A. is a law office located at 2645 Executive Park Drive in Weston, Florida, United States. Specializing in data privacy, corporate law, property tax advocacy, and estate planning, we are your ally in navigating complex legal issues with clarity. With over 33 years of experience, we have helped thousands of property owners reduce their property taxes and assisted families in estate planning to avoid probate. Our team is dedicated to enhancing families' wealth and financial security through the latest tools available in the law. We understand the importance of real estate transactions and offer legal assistance to both residential and commercial clients in South Florida. Whether you are buying or selling property, our experienced real estate attorneys can help ensure a clean and fair contract without liability. Additionally, we have recently partnered with Andrew Rosenberg, Esq. to provide top-of-the-line estate planning and asset protection services to safeguard your wealth and financial security for you and your loved ones.
2645 Executive Park Dr Suite 422, 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
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