TOP 30 Financial planning for service members in Florida
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Richard Cossio - State Farm Insurance Agent
The Richard Cossio State Farm Insurance Agent is located at 1000 Brickell Avenue in Miami, Florida. Situated on the 2nd floor of the Ocean Bank building on Brickell Avenue, our team is dedicated to serving the insurance and financial service needs of our local community. Whether you need auto, home, life, or commercial insurance, we are here to help you protect what matters most. Our team, led by Richard Cossio, has been proudly serving Miami residents since 2002. As a small business owner and parent, Richard understands the importance of protecting yourself and your family. With over 40 years of State Farm experience, our team is equipped to provide free insurance quotes to all residents of Florida.
Pensacola State College TRIO Educational Opportunity Centers
Pensacola State College TRIO Educational Opportunity Centers is a program hosted by Pensacola State College in Florida, United States. The program aims to assist low and modest-income individuals, as well as first-generation college students, in enrolling in post-secondary institutions or returning to high school or college. The services provided by the program are free and funded by the U.S. Department of Education. The EOC offers information and services related to various post-secondary schools, including colleges, universities, vocational, and technical programs. Assistance is also available for those who want to return to high school or earn their GED. The program is open to adults aged 18 and older living in Escambia or Santa Rosa counties.
Dr. Tannahill Glen
Dr. Tannahill Glen is a renowned health institution located at 751 Oak Street in Jacksonville, Florida, United States. Dr. Glen, a board certified Clinical Neuropsychologist, offers consultation services for cases with major settlement demands, providing a competitive advantage and maximizing impact while retaining flexibility. With over a decade of experience, Dr. Glen specializes in diagnosis and treatment planning for neurologic conditions affecting thinking, mood, and behavior. Dr. Glen's consultation services help anticipate critical issues, develop eloquent demonstrative evidence, and identify topics crucial in jury selection. She provides neuropsychological consultation for children, adults, and elders, drawing on her expertise in traumatic brain injury, epilepsy, Parkinson's Disease, stroke, and other conditions. Dr. Glen is also a licensed psychologist in Florida and holds an ASPPB Interjurisdictional Practice Certificate accepted in several states.
Pet Crazy, Inc.
Pet Crazy, Inc. is a finance institution located at 1710 Emerald Cove Drive in Cape Coral, Florida. We specialize in providing financial services for pet owners, including loans for veterinary care, pet insurance, and budget planning for pet expenses. Our dedicated team understands the importance of keeping your furry family members healthy and happy, and we are here to help you navigate the financial aspects of pet ownership. Visit us today to learn more about how we can assist you in caring for your beloved pets.
smart Insurance
Smart Insurance is an insurance agency located at 8333 Northwest 53rd Street, Doral, Florida, United States. With over 15 years of experience in the insurance industry, we pride ourselves on providing the best customer service. Our offerings are based on an analysis of our clients' needs to balance savings and family protection. We are backed by the best insurance companies in the United States. Life insurance is essential for financially protecting your family and loved ones who depend on your income. This type of insurance makes payments to the person you designate in your policy after your passing, known as your beneficiary. They can use the money to cover bills, debts, education expenses, mortgage payments, and more. Some policies also generate savings, such as Indexed Universal Life (IUL), which ensures a secure retirement without worrying about the future.
Thelwell Gilbert
Thelwell Gilbert is a health institution located at 5201 Raymond Street in Orlando, Florida, United States. As an official website of the United States government, Thelwell Gilbert provides a range of services and benefits for Veterans and their families. This institution aims to expand eligibility for care, provide support for toxic exposures, and promote equity and end harassment for underserved populations. Services offered include applying for VA health care, managing benefits online, filing claims for disability compensation, accessing education benefits, and receiving vocational rehabilitation services. Thelwell Gilbert also offers support for Veteran-owned small businesses, provides financial assistance for wartime Veterans and survivors, and helps Veterans secure housing grants. Additionally, this institution offers life insurance options, assistance with burial planning in VA national cemeteries, and resources for obtaining a Veteran ID card and medical records. Family members of Veterans can also learn about the benefits they may be eligible for, including support for caregivers of Veterans with disabilities.
Harvard Maintenance
Harvard Maintenance is a leading provider of eco-friendly cleaning services located at 201 South Biscayne Boulevard in Miami, Florida. Our team of executives, board members, and industry professionals are dedicated to propelling the Harvard mission forward. We believe in recognizing and rewarding superior service to enhance employee productivity and morale. Our Cleaning for Wellness program focuses on boosting health, safety, sustainability, productivity, and asset preservation. With over 60 years of experience, we are the largest family-owned provider of commercial janitorial services in the United States, cleaning over 3,000 branches daily. We specialize in cleaning for financial institutions, healthcare facilities, and controlled environments, ensuring a high level of cleanliness and safety. Our HarvardSmart® technology platform drives efficiency and superior results, while HarvardAchieve® offers powerful employee training at all levels. HarvardOptimize® provides smart and sustainable plans for continuous improvement, while HarvardResults® ensures service excellence through clear dialogue and performance reviews. Partner with Harvard for long-term wellness, increased efficiencies, sustainability, safety, and asset preservation. Visit our corporate office in Miami or watch videos about our company, employees, sustainability, and solutions to learn more about how Harvard Maintenance is redefining service excellence.
Mr Auto Insurance
Mr Auto Insurance is a reputable insurance agency located at 720 Northeast US Highway 19 in Crystal River, Florida. Specializing in auto insurance, our dedicated team of professionals is committed to providing personalized service and finding the best coverage options for our clients. With years of experience in the industry, we strive to offer competitive rates and comprehensive policies to meet the unique needs of each individual. Whether you are looking for basic liability coverage or full coverage insurance, Mr Auto Insurance is here to help you navigate the complexities of the insurance world and protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the right insurance for your vehicle.
Patrick Cordero - Abogado de Bancarrota, Miami
Patrick Cordero - Bankruptcy Lawyer, Miami, is a leading institution located at 7333 Coral Way, Miami, Florida, United States. Specializing in finance and law, we are known as the largest consumer bankruptcy filing firm in the state of Florida. Our team of over 50 members is dedicated to providing simple and direct answers to our clients who may be facing financial challenges. In addition to bankruptcy cases, we also handle real estate issues, foreclosure defense, loan modifications, family law matters, and more. Our goal is to help clients reach favorable outcomes and provide them with the support they need during difficult times.
The Greenberg Law Firm
The Greenberg Law Firm, located at 6820 West Linebaugh Avenue in Tampa, Florida, is a veteran-owned practice with over 100 years of collective experience. Specializing in estate planning and injury cases, our team of skilled attorneys is dedicated to serving all residents in the greater Tampa area. When it comes to estate planning, our expert attorneys can help ensure the future financial security of your loved ones. We offer customized estate plans tailored to your unique needs and goals, with comprehensive solutions to minimize tax liabilities, streamline asset distribution, and protect your legacy.
Singleton Legal PLLC
Singleton Legal PLLC is a law firm located in St. Petersburg, Florida, specializing in estate planning, probate, guardianship, bankruptcy, and debt settlement. Led by AV-Preeminent rated attorney Amanda O. Singleton, the firm is dedicated to advocating for unpaid family caregivers and consumer rights in the Tampa Bay area and beyond. Amanda founded Singleton Legal after recognizing the need for caregiver-focused legal services while caring for her mother through cancer. Her groundbreaking work in this field earned her the national Caregiving Visionary Award in 2018. Ryan Singleton, a native of Portsmouth, RI and long-time resident of St. Petersburg, specializes in bankruptcy, debt settlement, and consumer rights. With extensive experience in representing individuals, corporate debtors, creditors, and Trustees in bankruptcy cases, Ryan is board-certified as a Consumer Bankruptcy Attorney by the American Board of Certification. In addition to bankruptcy, he also provides representation in financial counseling, debt settlements, guardianship, and general litigation.
Law Office of Christine Diorio, P.A.
The Law Office of Christine Diorio, P.A. is a dedicated institution located in Tampa, Florida, United States. Christine Diorio, the attorney, has a background as both a state prosecutor and public defender, bringing almost a decade of experience to the table. With extensive courtroom experience and a track record of representing numerous clients in jury trials, Christine is well-equipped to protect your legal rights and fight for the best possible outcome for you and your family. Having gone through her own divorce 15 years ago, Christine understands the emotional journey that comes with such a life-changing event. She is committed to minimizing conflict and empowering her clients to find alternative approaches that will help their families thrive after divorce. Additionally, Christine has personal experience in dealing with the sudden loss of a family member, which has led her to strongly advocate for estate planning as a way to provide for your loved ones even after you're gone.
The Eaton Family Law Firm
The Eaton Family Law Firm, located at 2247 Palm Beach Lakes Boulevard in West Palm Beach, Florida, is a highly respected institution specializing in family law. They offer services such as Mediation and Collaborative Divorce, prioritizing the needs of families and ensuring privacy and dignity throughout the process. With a team of professionals including lawyers, financial experts, and mental health professionals, they help families navigate the complexities of divorce with peace and respect. Their goal is to create customized plans that work for all family members, both adults and children, while keeping the details of the divorce private. The firm has been helping families through divorce for over 20 years, offering a peaceful and dignified way to move forward. If you are looking for a collaborative divorce professional in the Nashville or West Palm Beach areas, contact The Eaton Family Law Firm today.
Waverly Advisors, LLC
Waverly Advisors, LLC is a finance institution located at 350 West Cedar Street in Pensacola, Florida, United States. With an intense client focus, our dedicated team of advisors offers forward-thinking advice and guidance for financial decisions tailored to both personal and corporate needs. Our team, consisting of Certified Financial Planners™ and Certified Public Accountants, is committed to going above and beyond for our clients, providing services such as wealth management, financial planning, retirement planning, estate planning, and investment management. As a fee-only firm, our advice is independent and focused on helping clients achieve their financial goals. We believe in creating value through trusted relationships and developing customized financial plans that align with individual objectives. Our comprehensive approach integrates all areas of finance, including investments, retirement, taxes, estate, and insurance, to help clients reach both short-term and long-term financial goals. Waverly Advisors is a Registered Investment Advisory firm, recognized for its reliable insight and strategic methodology in investment management. Our team members are actively involved in the Pensacola community, supporting various organizations and giving back to the Gulf Coast area. Learn more about our services and team members at our Pensacola office and how we can help you thrive financially.
John Pharr CPA LLC
John Pharr CPA LLC is a trusted accounting and finance institution located at 105 East Gregory Street in Pensacola, Florida, United States. Along with accounting and tax services, our team of experienced professionals provides relevant and timely business and financial advice tailored to meet your unique needs and goals. We work closely with each client to understand their business and industry, offering suggestions and insights to improve their bottom line. With over 25 years of combined financial and tax experience, our team exhibits a hands-on management approach, ensuring that senior members are directly involved in servicing each client. We offer a full range of services, including tax compliance and planning, payroll filings, estate planning, bookkeeping, and daily money management.
Saltmarsh, Cleaveland & Gund
Saltmarsh, Cleaveland & Gund is a renowned accounting and finance institution located at 900 North 12th Avenue in Pensacola, Florida, United States. As an independent member firm of the BDO Alliance USA, Saltmarsh has the expertise and resources to help clients achieve their financial goals. From tax planning and accounting services to information technology and employee benefits consulting, Saltmarsh offers a comprehensive range of professional services for individuals and businesses. With a history dating back to the early 1940s, Saltmarsh has built a solid reputation for providing sound advice and building strong relationships with clients. The firm offers a wide range of compliance and consulting services to various industries and high net worth individuals, including audit and assurance, tax planning, investment and wealth management, estate planning, and more.
Saltmarsh, Cleaveland & Gund
Saltmarsh, Cleaveland & Gund is a reputable accounting and finance institution located at 34990 Emerald Coast Parkway in Destin, Florida, United States. As of June 1, 2018, Saltmarsh became an independent member firm of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. With a team of professionals with extensive experience and industry knowledge, Saltmarsh offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits consulting. At Saltmarsh, clients can expect personalized attention, access to the right professionals, and rapid responses to their needs. The firm has a strong reputation for building solid relationships through sound advice and has been serving individuals and businesses since the early 1940s. Saltmarsh provides a full range of compliance and consulting services to various industries and high net worth individuals, including external/internal audit and assurance, tax planning, investment and wealth management, estate planning, and more.
First Command
First Command is a leading financial institution located at 104 Jazz Drive in Panama City, Florida, United States. As a bank, finance, and insurance agency, we offer a wide range of services to help our clients achieve their financial goals. Whether you need assistance with banking services, investment planning, or insurance coverage, our team of experienced professionals is dedicated to providing personalized solutions to meet your needs. Visit us today to learn more about how First Command can help you secure a stable financial future.
Smartwealth
Smartwealth is a finance institution located at 543 Wymore Road in Maitland, Florida, United States. Our mission is to enhance the lives of our clients by providing comprehensive financial services tailored to their individual needs. Whether you are just starting out or planning for retirement, we prioritize protecting your assets and family, while also helping you grow your wealth and achieve financial security. As both educators and financial advisors, we believe in empowering our clients with the knowledge and understanding of their financial options. We are committed to helping you secure your future, provide for your loved ones, and reach your financial goals, all while enjoying life to the fullest.
Suncoast CPA Group
Suncoast CPA Group, located at 5471 Spring Hill Drive in Spring Hill, Florida, is a full-service accounting and finance institution. If you have been searching for a "CPA near me" or "accountant near me," look no further. We specialize in taking care of your bookkeeping needs so that you can focus on running your business. Our team offers one-on-one guidance and comprehensive financial planning to help you build and preserve your personal wealth. We are experts in resolving tax problems and pride ourselves on being efficient, affordable, and discreet. Our proactive tax-saving strategies can maximize your after-tax income. Whether you are a small business owner or an individual, we provide tailored solutions to meet your financial needs.
Scioli & Associates P.C.
Scioli & Associates P.C. is a leading accounting and finance institution located at 33921 Florida 54, Wesley Chapel, Florida, United States. Specializing in professional tax representation and problem resolution in Federal and State matters, our team consists of highly qualified and experienced Accountants, former IRS Agents, Officers, and Tax Specialists. We are dedicated to helping clients nationwide with IRS & State Tax problems, offering a free initial consultation to get started. With a focus on tax representation, accounting, payroll, and business consulting, we are proud partners with MTAP and members of leading national professional tax societies. Let our dedicated tax experts handle your taxes and provide you with the best consultation services. Visit us today and let us help you plan for the future while managing your present financial needs.
John Romano, CFP®
John Romano, CFP® is a finance institution located at 305 Skyline Drive, Lady Lake, Florida, United States. Specializing in retirement income planning for 2024 and beyond, John Romano is a Certified Financial Planner™ with over 30 years of experience in the field. As a Fiduciary, he prioritizes the best interests of his clients and holds himself to the highest ethical standards. By creating customized retirement income strategies, John aims to provide peace of mind and financial security for retirees. Securities are offered through Securities America, Inc. (SAI) Member FINRA/SIPC, with advisory services through Securities America Advisors, Inc. (SAA). Whether you need reassurance or guidance, a consultation with John Romano could be invaluable in securing your financial future. Please note that this institution is for residents of the United States only and does not constitute an offer to sell or solicit products in any other jurisdiction.
Anders Retirement & Investment Advisors
Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.
CapAcuity
CapAcuity is a finance institution located at 300 International Parkway in Lake Mary, Florida, United States. In the ever-changing executive benefit plan marketplace, CapAcuity offers innovative solutions and thought leadership to address the concerns of non-qualified plan sponsors. They focus on improving financial results for sponsors and enhancing retirement outcomes for participants. CapAcuity conducts thorough assessments of plan objectives, benchmarks against industry best practices, and implements improvements in collaboration with plan advisors and service providers. They provide ongoing proactive management and reporting to help sponsors make informed decisions.
Lanier & Company, P.A.
Lanier & Company, P.A. is a reputable accounting and finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution, previously known as Howard, Howard and Hodges, has been providing professional services to small businesses since 1961. With expertise in a wide variety of service industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce, Lanier & Company specializes in offering accounting, bookkeeping, payroll, and tax services to small business owners. As an active member of PASBA (Professional Association of Small Business Accountants) since 1997, Lanier & Company is able to leverage the collective resources of a nationwide network of CPAs and accountants to provide top-notch service and expertise to their clients. The institution was honored with the title of PASBA's Accounting Firm of the Year in 2015.
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.
James Moore & Co. | CPA Tax Accountant Deland FL
James Moore & Co. is a CPA tax accountant located in DeLand, Florida. Our institution offers a wide range of services including accounting, finance, and local government office assistance. Our team is dedicated to providing comprehensive accounting, tax, and consulting services for multinational companies, individuals, and businesses entering the U.S. At our DeLand office, our CPAs, accountants, and tax planning consultants are committed to helping clients achieve financial security and reach their goals. With over 50 years of experience, we have helped clients in DeLand, Volusia County, and across Florida with wealth building, improving operations, remaining in compliance, and planning for the future. We offer traditional accounting services such as tax planning and preparation, assurance, and outsourced accounting, as well as services in areas such as human resources, technology solutions, transition planning, and process efficiency.
Collaborative Wealth of Lake Nona
Collaborative Wealth of Lake Nona is a finance and insurance agency located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Our dedicated Wealth Advisor, Brenton, specializes in creating comprehensive financial strategies and wealth preservation for individuals, including physicians, government employees, and small businesses. With a focus on guiding clients through the phases of wealth accumulation, consolidation, and distribution, Brenton brings a wealth of experience to our team. Prior to joining Collaborative Wealth, Brenton served as a financial advisor with Securian Financial Services and as a member of the U.S. Marine Corps, where he was deployed to Afghanistan and Iraq in support of Operation Enduring and Iraqi Freedom. His military service was recognized with several prestigious medals and ribbons. Brenton holds a Bachelor of Science in Business Administration in Finance from the University of Central Florida. At Collaborative Wealth of Lake Nona, we offer a range of services including investment advisory, risk management, charitable trusts and estate planning, insurance, and group benefits. Our team is committed to providing personalized financial solutions to help our clients achieve their goals. We are registered with the SEC as an Investment Advisor, and Brenton is a CERTIFIED FINANCIAL PLANNER™ with licenses in Series 66, Life, Health, and Variable Annuity. Contact us today to learn more about how we can help you secure your financial future.
American Harbour Wealth Management
American Harbour Wealth Management is a finance institution located at 1516 Hillcrest Street in Orlando, Florida, United States. Our mission is to provide investment and financial planning services with the highest level of ethics, integrity, and service. Established in 2001, we have been serving individuals and businesses in the Central Florida area for over 20 years. Our founder, Timothy A. Jones, has over 31 years of experience in the financial services industry and holds various licenses to help clients achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners, tailored to meet specific long-term financial goals and risk tolerance.
Coastal Wealth - Clearwater
Coastal Wealth - Clearwater is a premier financial solutions firm located at 13575 58th Street North, Clearwater, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solution firm in the nation. Our team is anchored in unwavering integrity, transparency, and ethical conduct, and we strive to provide unparalleled financial expertise in a diverse and inclusive environment. At Coastal Wealth, we offer tailored, comprehensive financial plans, meticulously crafted investment strategies, and strategic tax planning to align with your unique goals. Our approach involves attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. We are committed to guiding you through a personalized financial journey that aligns with your aspirations.
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- Financial planning for service members in Aventura
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- Financial planning for service members in Palm Beach
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