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TOP 30 Financial planning for service members in Florida
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Quinton Baker - Thrivent
Quinton Baker - Thrivent is a finance institution located at 407 North Parsons Avenue, Brandon, Florida, United States. The institution specializes in providing clear, reasonable, and practical financial advice to help reduce financial stress and anxiety for their clients. They offer services such as financial planning, investment advisory services, and insurance products. Quinton Baker has made it his mission to continually study and learn about the complex financial system in order to better serve his clients. Licensing information can be found through the State Insurance Department’s website. Thrivent does not provide legal, accounting, or tax advice, but they do offer advice and guidance through their Financial Planning Framework. Clients may choose to further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about their financial advisors. For more information on professional designations and requirements, visit their website.
Todd Johnson - Thrivent
Todd Johnson - Thrivent is a finance institution located at 1307 West Fletcher Avenue in Tampa, Florida, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Access Advisors LLC
Access Advisors LLC, located at 1800 2nd Street in Sarasota, Florida, is a finance institution that believes in providing personalized financial planning tailored to your unique goals, time frame, and risk tolerance. Our team of experts is dedicated to helping you achieve your financial aspirations by offering the right combination of services, support, and guidance. We understand that your financial affairs are important and should be handled by those with proven expertise and the ability to effectively pursue your objectives. With a depth of ability and resources, we can help you make the most of each investment opportunity. We strive for excellence in everything we do and aim to exceed client expectations. Access Advisors LLC is associated with Level Four Financial, LLC, a member of FINRA/SIPC, and Raymond James & Associates, Inc. We offer security and advisory services, as well as financial planning through Level Four Advisory Services, a SEC Registered Investment Advisor.
JIm DiNapoli Securities America
Jim DiNapoli Securities America is a finance institution located at 160 East Interlake Boulevard in Lake Placid, Florida, United States. Our team of financial advisors believes in making the process of financial planning as comforting as possible, taking the time to understand your goals and concerns. Through thorough research and education, we strive to provide tailored solutions to meet your individual needs. Securities are offered through Securities America, Inc., member FINRA/SIPC, with advisory services offered through Securities America Advisors, Inc. Please note that this site is intended for residents of the United States for informational purposes only. Our team is registered and available to offer services in states or jurisdictions where they are properly registered or exempt from registration. Contact us at 863-699-1700 or [email protected] for more information.
Daryl Zachgo Mendez - Thrivent
Daryl Zachgo Mendez - Thrivent is a finance institution located at 3623 Whispering Oaks Drive in North Port, Florida, United States. Licensing information can be found through the State Insurance Department's website, as well as the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for guidance in those areas. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Trustco Bank
Trustco Bank is a trusted institution located at 2930 South McCall Road, Englewood, Florida, United States. Offering a range of banking and finance services, Trustco Bank is known for its exceptional Home Town service and innovative banking products. Whether you're looking to open a checking account, savings account, or business account, Trustco Bank has options for you. With over 140 convenient locations and a state-of-the-art mobile app, banking with Trustco is easy and convenient. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs. Trustco Bank has been recognized with awards such as the "Bestie Award" and being named the Best Small Bank in New York State by Newsweek. With a focus on community banking and giving back, Trustco Bank supports local organizations and recognizes Home Town Heroes through their Hall of Fame. Come home to Trustco Bank, your trusted Home Town Bank.
Wells Fargo Advisors
Wells Fargo Advisors, located at 11725 Sherry Lane in Kendall, Florida, is a finance institution dedicated to helping clients succeed financially. They offer investment planning and advice to help clients achieve their financial goals and create the future they desire. Clients can contact Wells Fargo Advisors at 1-866-224-5708 Monday – Friday from 8:30 am to 9:30 pm ET, or at 1-877-879-2495 Monday – Friday from 8:00 am to midnight ET. The institution also has office locations in St. Louis, Missouri. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, both Members SIPC and separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Clients can track their money goals with LifeSync® in the Wells Fargo Mobile® app. Please note that for security reasons, clients should not include certain information in email correspondence with Wells Fargo Advisors. Links to third-party websites on the Wells Fargo Advisors website are provided for convenience and informational purposes only, and Wells Fargo Advisors is not responsible for the information contained on these websites.
Space Coast Credit Union | Homestead, FL
Space Coast Credit Union in Homestead, FL is a trusted financial institution located at 2804 Northeast 8th Street. As a full-service credit union, we offer a wide range of banking and financial services to meet the needs of our members. Whether you're looking to open a checking or savings account, apply for a loan, or simply access our convenient ATM services, we are here to help. Our friendly staff is dedicated to providing exceptional customer service and helping you achieve your financial goals. Visit us today to experience the difference of banking with Space Coast Credit Union.
Family Office Club
The Family Office Club, located in Key Biscayne, Florida, is a leading institution in the finance industry. Founded in 2007, it has grown to become the largest association in the industry with over 4,000 registered ultra-wealthy investors globally. The institution hosts events with 400 investors, 125 speakers, and 1,000 attendees, making it the #1 private investor club event in New York City in 2024. The Family Office Club offers a dynamic and fast-paced environment for investors and those seeking investment for their companies, private equity firms, or real estate businesses. Members have access to exclusive benefits, including personalized analysis reports on marketing materials, website, and social media pages, as well as insights on generating more investor leads.
Coastal Wealth - Coral Gables
Coastal Wealth - Coral Gables is a premier financial solutions firm located at 806 Douglas Road in Coral Gables, Florida, United States. We are committed to providing innovative, collaborative, and trusted financial services to our clients. Our team of experts is dedicated to upholding unwavering integrity, transparency, and ethical conduct in all aspects of our work. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique financial goals. Our approach is centered on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. We go above and beyond to ensure that your financial journey is aligned with your aspirations.
RadiFi Credit Union - Orange Park Branch
RadiFi Credit Union - Orange Park Branch is a trusted financial institution located at 950-17 Blanding Boulevard in the heart of Orange Park, Florida. As a member-owned credit union, RadiFi is dedicated to serving the financial needs of its members with personalized service and competitive rates. Whether you're looking for a savings account, a loan, or financial advice, our friendly staff is here to help. Visit us today to experience the difference of banking with a credit union that puts your needs first.
Sara Meyer - Thrivent
Sara Meyer - Thrivent is a financial institution located at 167 South Edinburgh Drive, Winter Park, Florida, United States. They are licensed in multiple states including AZ, CA, FL, GA, HI, IL, IN, NC, NY, OK, PA, SC, TN, TX, VA, WA, and WI. They offer insurance products and investment advisory services through Thrivent Financial for Lutherans. Their financial professionals provide advice and guidance through their Financial Planning Framework, and clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is a subsidiary of Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit their website or FINRA's Broker Check.
Brittney Cooper - Thrivent
Brittney Cooper - Thrivent is a finance institution located at 167 South Edinburgh Drive in Winter Park, Florida, United States. They are licensed in multiple states including AR, CA, DC, FL, GA, MA, NC, NJ, NY, SC, TN, and TX. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee.
The Jones Connolly Pollock Group
The Jones Connolly Pollock Group is a financial institution located at 271 West Canton Avenue in Winter Park, Florida, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions at every stage of wealth. We offer expert guidance to empower your decision making, seamless financial management for your family's future, and a full suite of financial solutions through our network. Our goal is to ensure stability for today and your family's future, while helping you invest intelligently in your community. We offer bespoke investment strategies aligned with your financial objectives, giving you access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources for objective, holistic advice. Our comprehensive services cater to individuals and institutions, offering solutions for trusts and fiduciary oversight.
Wells Fargo Advisors
Wells Fargo Advisors, located at 4567 Community Drive in West Palm Beach, Florida, is a finance institution dedicated to helping clients succeed financially through investment planning and advice. With a team of experienced Financial Advisors available for consultation, clients can receive personalized guidance to help them achieve their financial goals and create the future they desire. The institution can be contacted at 1-866-224-5708 or 1-877-879-2495 during business hours. With a focus on security, clients are advised not to include sensitive information in email correspondence. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, both Members SIPC and registered broker-dealers. Additional services such as WellsTrade® and Intuitive Investor® accounts are offered through WFCS. For added convenience, clients can track their financial progress using LifeSync® in the Wells Fargo Mobile® app. Please note that links to third-party websites provided by Wells Fargo Advisors are for informational purposes only, and the institution is not responsible for the content on these sites.
Coastal Wealth - West Palm Beach
Coastal Wealth in West Palm Beach, Florida, is the most innovative, collaborative, and trusted financial solutions firm in the nation. Located at 250 South Australian Avenue, our team is dedicated to providing comprehensive financial services with unwavering integrity, transparency, and ethical conduct. We prioritize diversity and inclusion, offering dynamic solutions tailored to your evolving needs. Our services include personalized financial plans, investment strategies, and strategic tax planning to help you achieve your unique goals. Beyond financial services, we are committed to giving back to our community through charitable and civic involvement. Trust our team of experts to guide you through a personalized financial journey aligned with your aspirations. Contact us at 1000 Corporate Drive Suite 700 in Ft. Lauderdale for excellence in financial planning and investment services. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.
Sophie-Anne Viard - Coastal Wealth
Sophie-Anne Viard - Coastal Wealth is a leading financial solutions firm located at 1200 South Pine Island Road, Plantation, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solutions firm in the nation. Our core values include 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 financial plans, investment strategies, and strategic tax planning to help you achieve your unique goals. Our team of experienced professionals is dedicated to guiding you through a personalized financial journey with integrity, diversity, innovation, collaboration, and responsibility. We are committed to upholding the highest standards of excellence and transparency in all that we do.
Merrill Lynch Private Wealth Advisor Margarita Carreno Rodriguez
investment adviser and Member SIPC and a wholly owned subsidiary of BofA Corp. Margarita Carreno Rodriguez is a Private Wealth Advisor at Merrill Lynch located at 355 Alhambra Circle, Coral Gables, Florida. With a focus on multigenerational family finances, Margarita and her team offer personalized attention and boutique-like service to a limited number of clients. As part of Merrill Private Wealth Management, Margarita is rigorously trained to meet specialized needs with trust-based relationships and personalized service. With a commitment to helping clients achieve their goals, Margarita and her team provide insights and strategies to navigate complex wealth management issues. By developing detailed strategies tailored to individual priorities, Margarita believes in using money as a tool to pursue what is most important to each client. She specializes in estate planning, charitable giving, and customized portfolio strategies.
Morgan Stanley Smith Barney
Morgan Stanley Smith Barney is a finance institution located at 3800 South Ocean Drive in Hollywood, Florida, United States. Whether you are seeking advice or prefer to invest independently, we offer a variety of solutions to meet your financial needs. Our services range from investing on your own to comprehensive financial planning, with access to easy-to-use tools and resources. You can work with our Financial Advisors over the phone to plan for key life stages and events, or collaborate with a dedicated advisor for ongoing planning and management. Please note that certain accounts may have minimum asset levels and eligibility requirements. E*TRADE from Morgan Stanley offers $0 commission for online US-listed stock, ETF, and options trades, with additional fees for certain transactions. Our Annual Advisory Fee is 0.30% or as low as $1.50 for $500 in assets. Please visit our website for more information on account fees and disclosures. It is important to note that not all products and services are available in all countries or jurisdictions. Securities products and services are offered by E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC, both separate but affiliated companies. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC, a registered Broker/Dealer and Member SIPC. Please be aware that investment products offered through our institution are not FDIC insured and may lose value. For more information, please visit our website or contact us directly.
Sarasota County Tax Collector
The Sarasota County Tax Collector is a local government office located at 6100 Sawyer Loop Road in Sarasota, Florida. This institution specializes in accounting and finance services related to tax collection for Sarasota County residents. Whether you need to pay property taxes, renew vehicle registrations, or obtain a driver's license, the Sarasota County Tax Collector is here to assist you with all of your financial needs. With a team of knowledgeable staff members, the institution ensures that all transactions are processed accurately and efficiently. Visit the Sarasota County Tax Collector for professional financial services in a convenient location.
Anna Ichoa
Anna Ichoa is a reputable dentist located at 7280 Florida 54 in New Port Richey, Florida. Dr. Ichoa received her Doctor of Dental Medicine degree from Nova Southeastern University and is dedicated to providing exceptional dental care to her patients. She offers a range of services including general dentistry, surgery, restorative, and cosmetic dentistry. Dr. Ichoa is known for her attention to detail and patient-centered approach, creating treatment plans tailored to each individual's needs and financial situation. She is a member of the American Dental Association and Florida Dental Association, ensuring high standards of care. Whether you are in need of emergency dental services or routine check-ups, Dr. Ichoa and her team are here to help you achieve a healthy and beautiful smile.
RSM US LLP
RSM US LLP is a leading accounting and finance institution located at 5551 Ridgewood Drive in Naples, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping clients implement change that aligns with their business strategy and global industry trends. With a team of dedicated economic experts and a robust research program, RSM provides the insights and perspectives needed to support confident decision-making. The advisors at RSM have a deep understanding of business issues and offer a wide range of services and global technical resources to help drive your business forward. By embracing digital tools and solutions, RSM enhances the client experience and enables businesses to progress in today's digital age.
Wood Richard DMD
Wood Richard DMD is a trusted dental institution located at 1100 West Stryker Road in Avon Park, Florida. Dr. Wood and his team offer comprehensive dental check-ups and advice on restorative dental care. Unlike large chain groups, they take pride in building personal relationships with their patients in the Avon Park area. Serving the dental needs of Avon Park and surrounding Highlands County since 2007, Heartland Complete Care Dentistry provides a full range of dental services for individuals and families. The dental office is staffed with caring professionals who are committed to providing exceptional care. The team members are certified in their respective areas of expertise, and the hygienist is also certified to administer local anesthesia for comfort. Wood Richard DMD uses digital scanning for accuracy and comfort, as well as digital X-ray images for exceptional quality with low radiation doses. Asepsis control and sterilization of instruments are also top priorities at the facility.
Harris Laura
Harris Laura, located at 900 North 12th Avenue in Pensacola, Florida, is an accounting and finance institution that is a member of the BDO Alliance USA. As of June 1, 2018, Saltmarsh, the parent company of Harris Laura, has been recognized as an independent member firm of the BDO Alliance USA. With a team of experienced professionals, Harris Laura offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits administration. The professionals at Harris Laura are committed to helping clients achieve their financial goals by providing personalized attention and access to industry experts. The firm has a long-standing reputation for building strong relationships with clients and offering sound advice. Founded in the 1940s, Harris Laura has thrived through generations of ownership and continues to serve individuals, businesses, and high net worth individuals with a variety of compliance and consulting services.
Florida Garden Dental Center: Porter Adriana DDS
Florida Garden Dental Center: Porter Adriana DDS is a premier dental institution located at 7378 Lake Worth Road in Greenacres, Florida. As a trusted dentist in Lake Worth, we prioritize the health and well-being of our patients above all else. Our team is dedicated to providing high-quality dental services that cater to the needs of every member of your family. With a focus on maintaining optimal oral health and achieving your smile goals, we offer a wide range of services including dental checkups, cosmetic smile makeovers, replacing missing teeth, and emergency dental care. Our skilled and compassionate team customizes treatment plans to suit each patient's individual needs, ensuring the best possible outcomes.
Jinks & Moody Pa: Moody James R CPA
Jinks & Moody Pa: Moody James R CPA is a leading accounting and finance institution located at 1904 Wilson Avenue in Panama City, Florida, United States. This institution, now part of Warren Averett, offers a wide range of services including corporate accounting, specialized audits, tax planning, and compliance for estates, trusts, corporations, partnerships, and individuals. With over 30 years of experience, Managing Member Jay Moody leads the Panama City office, providing expert guidance to clients in various industries. Warren Averett is known for its comprehensive guides, podcasts, and resources designed to help businesses thrive and succeed in today's competitive market. Whether you need assistance with R&D tax credits, private equity trends, or technology profitability, Warren Averett is here to support you every step of the way. Visit us at our Panama City office or one of our other locations across the Southeast to discover how we can help you achieve your financial goals and grow your business.
Bray & Jacobs CPA
Bray & Jacobs CPA is a reputable accounting and finance institution located at 246 East Fort Dade Avenue in Brooksville, Florida. With a team led by Roger and Timothy Bray, both experienced CPAs, the institution is a member of various professional organizations including the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. The team at Bray & Jacobs CPA is dedicated to providing excellent support to their clients, offering a wide range of accounting services tailored to fit each client's unique business needs. Whether you're a start-up, a growing company, or an established business, Bray & Jacobs CPA can help guide you on the best path for your financial needs. They specialize in tax planning to help clients minimize their federal income tax liability and take advantage of all available tax benefits. Contact Bray & Jacobs CPA today for expert financial assistance, whether for your business or personal needs.
Aurora Multiservices
Aurora Multiservices, located at 7706 North Florida Avenue in Tampa, Florida, is a finance institution dedicated to helping individuals and startups manage their funds and grow their investments. With hassle-free applications and easy training from the comfort of your home, Aurora Multiservices is the perfect place to become a Financial Professional today. Our team of strategy consultants are here to shape the future, focusing on building businesses on balanced foundations of empathy, foresight, insight, humanity, and technology. We treat organizations as partners, emphasizing collaboration, and our team members as family, supporting them throughout their journey.
Accurate & Practical Acctng
Accurate & Practical Accounting, located in Boca Raton, Florida, is a reputable institution specializing in accounting and finance services. The founder, Sofia Moyet, holds a double major Bachelor's Degree in Accounting and Business Management & Administration from Palm Beach Atlantic College, with extensive education in areas such as Forensic Accounting, Financial Planning, Budgets, and Economics. With over 20 years of experience in both the Public and Corporate sectors, including serving as a Finance Director for a non-profit organization, Sofia is a Certified QuickBooks ProAdvisor and a member of the National Bookkeepers Association. She offers a wide range of services including teaching and training staff on QuickBooks and other accounting software, maintaining accurate bookkeeping records, financial reporting, and quality management.
FTE Accounting
FTE Accounting is a trusted institution located at 1064 West Highway 50, Clermont, Florida, United States. Specializing in accounting and finance, our team at FTE Accounting is dedicated to helping individuals and businesses with their tax and financial needs. Led by owner and founder Gwen Celen, who has over 20 years of experience in tax preparation, bookkeeping, and payroll, FTE Accounting offers comprehensive tax planning, preparation, and filing services for businesses of all sizes. Our goal is to reduce your tax liability and set your business up for financial success.
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