Financial planning resources in Florida

Welcome to FineMark National Bank & Trust, located at 701 Retreat Drive, Naples, Florida 34110. As a premier provider of ATM, banking, and financial services, we are committed to delivering the highest level of service to our clients. Our comprehensive suite of offerings includes banking, trust, and investment solutions designed to meet your unique financial needs. At FineMark, we strive to make a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers are dedicated to sharing their expertise on a variety of financial topics, helping you stay informed and financially savvy. Explore our exclusive video resource library for detailed instructions on managing your online accounts and customizing your banking experience.

Welcome to Fifth Third Private Bank - Patrick Kingsmill, your trusted partner in financial excellence, located at 999 Vanderbilt Beach Road, Naples, Florida. As a premier financial institution, we specialize in delivering personalized wealth management solutions tailored to meet the unique needs of our discerning clientele. With a commitment to exceptional service, Patrick Kingsmill and his team are dedicated to helping you achieve your financial goals through strategic planning, investment management, and comprehensive financial advice. Whether you're looking to grow your wealth, plan for retirement, or secure your legacy, we offer the expertise and resources to guide you every step of the way. Discover the difference of working with a private bank that prioritizes your financial success. Visit us today and take the first step towards a prosperous future.

Welcome to Frank Sakowski - Morgan Stanley, your trusted partner in financial services, located at 8889 Pelican Bay Boulevard, Naples, Florida. We specialize in offering personalized financial solutions tailored to meet your unique needs and goals. With years of experience in the finance industry, our team is committed to providing comprehensive wealth management, investment strategies, and retirement planning services. At Frank Sakowski - Morgan Stanley, we understand that every client's financial journey is different. That's why we take the time to listen and develop customized strategies that align with your aspirations. Whether you're planning for retirement, managing your investments, or seeking advice on estate planning, our dedicated professionals are here to guide you every step of the way.

Welcome to The Mendoza Gebeau Group at Morgan Stanley, located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, we are a premier financial advisory team dedicated to helping you achieve your financial goals. With a commitment to personalized service and a wealth of expertise, we offer a comprehensive range of financial planning and investment management services tailored to meet the unique needs of our clients. Our team at The Mendoza Gebeau Group prides itself on building strong, lasting relationships with our clients, guiding them through every stage of their financial journey. Whether you are planning for retirement, looking to grow your wealth, or seeking advice on estate planning, we are here to provide you with the insights and strategies necessary to make informed financial decisions.

Welcome to Marcelo Tebet - Morgan Stanley, your trusted partner in financial services located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our office is dedicated to providing personalized and comprehensive financial solutions to meet your unique needs. With a commitment to excellence, Marcelo Tebet and his team leverage their extensive expertise and the global resources of Morgan Stanley to help you achieve your financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer tailored strategies designed to enhance your financial well-being. Our client-centric approach ensures that your interests are always our top priority, and we pride ourselves on building long-lasting relationships based on trust and transparency.

Welcome to BNY Wealth Naples FL, your trusted partner in wealth management located at 4850 Tamiami Trail North, Naples, Florida. As a distinguished member of the BNY Mellon family, we bring over 240 years of experience in guiding successful individuals and families in building, managing, and sustaining their wealth across generations and market cycles. At BNY Wealth, we believe that successful investing is not just about what you make, but what you keep. Our Chief Investment Officer, Sinead Colton Grant, shares insights on our mid-year 2024 outlook, helping investors navigate the complexities of today's financial landscape.

Welcome to FineMark National Bank & Trust, located at 120 Moorings Park Drive, Naples, Florida. We are committed to offering an unparalleled level of service to our clients, providing a comprehensive range of banking, trust, and investment solutions. Our mission is to make a positive impact in the communities we serve while helping you achieve your financial goals. At FineMark, we understand the importance of staying informed and financially savvy. Our private wealth advisors and senior bankers are here to share their expertise on a variety of topics through our exclusive video resource library. Whether you are looking to maximize your online banking experience or explore investment opportunities like a 529 plan, we have you covered. A 529 plan, for instance, is a versatile investment account that offers tax-free withdrawals for qualified education expenses, including college, K-12 tuition, apprenticeship programs, and even student loan repayments.

Welcome to FineMark National Bank & Trust, your trusted partner in banking, finance, and investment services. Located at 800 Laurel Oak Drive, Naples, Florida 34108, we are committed to delivering exceptional service and a comprehensive range of financial solutions to our valued clients. Our offerings include personalized banking, trust, and investment services tailored to meet your unique needs. At FineMark, we believe in making a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers are dedicated to sharing their expertise, helping you stay informed and financially savvy. Explore our exclusive video resource library for detailed instructions on managing your online accounts and customizing your banking platform.

Welcome to Lutgert Insurance, your trusted partner in navigating the complexities of insurance and risk management. Conveniently located at 1395 Panther Lane, Naples, Florida, we are dedicated to providing tailored and comprehensive insurance solutions designed to meet all your business needs. As part of the Gallagher family, a global leader in insurance, risk management, and consulting services since 1927, we uphold a tradition of excellence and integrity known as The Gallagher Way. Our mission is to help you face any risk, anywhere in the world, with strategic approaches that safeguard your assets and promote organizational wellbeing.

Crypto Dispensers | CDReload - Your Gateway to Easy Bitcoin Transactions Welcome to Crypto Dispensers | CDReload, located at 5070 Airport-Pulling Road North, Naples, Florida 34105. We specialize in providing a seamless and secure way to purchase Bitcoin using cash at over 16,000 participating retail locations across the United States. Whether you're a seasoned cryptocurrency enthusiast or new to the world of digital currencies, CDReload offers an accessible and user-friendly platform to meet your needs.

Welcome to Key Private Bank - Naples, your trusted partner in financial growth and wealth management. Conveniently located at 3777 Tamiami Trail North, Naples, Florida 34103, our dedicated team of financial experts is here to support you in achieving your unique financial goals. As a proud recipient of the 2017 award for best overall performance for a private bank in North America and recognized as the ‘Best Regional Private Bank’ at the 2021 Family Wealth Report Awards, we are committed to providing exceptional service and innovative financial solutions. At Key Private Bank - Naples, we take the time to listen, understand, and plan around your individual priorities. Our robust digital tools and resources empower you to build, grow, and protect your wealth with confidence. With our secure interactive online tool, you can collaborate with your financial team anytime to explore how market changes may impact your portfolio, allowing you to make informed decisions.

Welcome to Shoaf Wealth Management Located at 2977 Goodlette-Frank Road North, Suite 60, in the heart of Naples, Florida, Shoaf Wealth Management is committed to providing personalized financial services tailored to meet your unique needs and goals. Our approach is flexible and customizable, ensuring that you receive a planning strategy that aligns perfectly with your aspirations.

Welcome to Truist, your trusted financial partner located at 2092 9th Street North, Naples, Florida 34102. We are committed to providing a comprehensive range of financial services to meet your diverse needs. At Truist, you can explore a variety of banking products and services, including loans and deposit accounts, all offered by Truist Bank, a proud Member of FDIC. Looking to see if you qualify for a Truist credit card? We make it easy for you to check your pre-qualification status. Additionally, if you're in the market for a loan, we can guide you to find the right option tailored to your financial goals.

Welcome to FineMark National Bank & Trust, conveniently located at 275 8th Street South, Naples, Florida 34102. As a premier provider of banking, trust, and investment services, we are committed to delivering the highest level of personalized service to our clients. Our comprehensive suite of financial offerings is designed to meet the diverse needs of individuals, families, and businesses, ensuring your financial well-being and success. At FineMark, we pride ourselves on making a positive impact in the communities we serve. Our dedicated team of private wealth advisors and senior bankers are here to guide you with expert knowledge on a variety of financial topics. We invite you to explore our video resource library, where you'll find detailed instructions on managing your online accounts and customizing your banking experience to suit your lifestyle. Additionally, our exclusive library features insightful videos to help you stay informed and financially savvy.

Welcome to the Collier County Finance Department, your trusted partner in managing the financial well-being of our vibrant community. Conveniently located at 3299 Tamiami Trail East, Naples, Florida, our office is dedicated to providing exceptional accounting and financial services that support the local government and its residents. As a cornerstone of fiscal responsibility, we ensure transparency, accountability, and efficiency in the management of county resources. Our team of experienced professionals is committed to delivering accurate financial reporting, budget management, and strategic planning to foster economic growth and sustainability. Whether you're a resident, business owner, or part of a governmental agency, the Collier County Finance Department is here to assist you with all your financial needs, ensuring a prosperous future for our community. Visit us today to learn more about our services and how we can serve you.

Welcome to Lutgert Insurance, your trusted insurance agency located at 740 North Collier Boulevard, Marco Island, Florida. As a proud member of the Gallagher family, we have been delivering world-class insurance solutions since 1927. At Lutgert Insurance, we understand that every business has unique needs, which is why we offer tailored and comprehensive insurance solutions designed to protect your assets and reduce your total cost of risk. Our team is dedicated to developing effective risk management strategies that safeguard your people and your business. We believe in a strategic approach to organizational wellbeing, investing in your team's health, financial security, and career growth, aligning with your long-term goals.

Welcome to the Dunedin City Manager's Office, the cornerstone of effective governance and community development in Dunedin, Florida. Located at 737 Louden Avenue, we are dedicated to ensuring the smooth operation and administration of our vibrant city. Under the leadership of City Manager Jennifer K. Bramley since 2017, our team oversees the day-to-day operations of 380 dedicated employees who diligently serve our community of 37,500 residents. The City Manager's Office plays a pivotal role in establishing the city's organizational framework, directing and supervising all departments, and enforcing laws and policies. We are committed to keeping the City Commission informed on policy matters and presenting annual operating and capital budgets for their review. Our comprehensive reports on the financial and administrative activities ensure transparency and accountability.

Welcome to the Largo Management & Budget Office, your trusted partner in accounting and finance services for the local government. Conveniently located at 201 Highland Avenue, Largo, Florida 33770, we are dedicated to ensuring the financial health and transparency of our community. At the Largo Management & Budget Office, we specialize in providing comprehensive financial management solutions that support the efficient use of resources and the effective delivery of public services. Our experienced team of professionals works diligently to develop and oversee budgets, manage public funds, and ensure compliance with financial regulations, all while prioritizing accountability and fiscal responsibility.

Welcome to CENTER 4 LIFE - Sanibel Captiva, your community hub for wellness, enrichment, and connection located at 2401 Library Way, Sanibel, Florida 33957. Our mission is to enhance the quality of life for everyone in our community by offering a diverse range of programs and services that promote personal growth, health, and social engagement. Exciting developments are underway with the construction of a new Center 4 Life building, designed to better serve our community's needs. This state-of-the-art facility will be a cornerstone of our commitment to providing a welcoming space for all ages to learn, relax, and thrive. The new building is part of a broader initiative that includes the expansion of the Sanibel Police Department, ensuring our city's safety and well-being.

Welcome to Worry Free Bookkeeping Located at 1350 County Road 1, Dunedin, Florida 34698, Worry Free Bookkeeping is your trusted partner in accounting and finance solutions. As a remote bookkeeping service based in Tampa, we are dedicated to helping Tampa businesses thrive by providing accurate financial insights and the freedom to focus on growth.

Welcome to Mundinger Mark CPA, your trusted partner in accounting and finance solutions located conveniently at 29605 US Highway 19 North, Clearwater, Florida. With a commitment to excellence and personalized service, we cater to individuals and businesses seeking expert financial guidance and support. At Mundinger Mark CPA, we understand that navigating the complexities of accounting and finance can be daunting. Our team of experienced professionals is dedicated to providing clear, comprehensive, and tailored solutions to meet your unique financial needs. Whether you're looking for tax preparation, bookkeeping, financial planning, or business consulting services, we are here to help you achieve your financial goals with confidence and ease.

Lynch Aubrey J CPA: Your Trusted Partner in Accounting and Financial Services Located at 1001 3rd Avenue West, Bradenton, Florida, Lynch Aubrey J CPA is dedicated to providing comprehensive accounting and financial services tailored to meet the unique needs of each client. As a reputable firm in the heart of Bradenton, we understand that every organization requires accurate financial reporting to make informed strategic decisions. Our affiliation with the CS&L CPAs Audit Team ensures that we bring a wealth of experience in handling audits throughout Florida, offering you peace of mind and reliability.

Welcome to My Paper Pusher, LLC – Your Trusted Partner in Accounting and Finance Solutions! Located in the heart of Tampa, Florida, at 6930 West Linebaugh Avenue, My Paper Pusher, LLC is dedicated to providing exceptional accounting and financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping businesses and individuals achieve financial clarity and success.

Welcome to Pasco County Management & Budget, your trusted partner in responsible financial stewardship and strategic planning for our vibrant community. Conveniently located at 7530 Little Road, New Port Richey, Florida, our office is dedicated to ensuring the efficient allocation and management of county resources. As a local government office, we are committed to transparency, accountability, and the sustainable growth of Pasco County. Our team works diligently to develop and oversee the county’s budget, aligning fiscal policies with community priorities to enhance the quality of life for all residents. Whether you’re a resident, business owner, or community stakeholder, we invite you to learn more about our services and initiatives. Together, we can build a prosperous future for Pasco County.

Welcome to Local Church St. Pete, a vibrant community located in the heart of St. Petersburg, Florida, at 2750 5th Avenue North. As a welcoming place of worship, we invite you to join us on Sundays for an enriching experience where faith, community, and growth converge. Whether you're exploring a Sunday gathering for the first time or are a regular attendee, you'll find a warm and inviting atmosphere. Feel free to dress casually, enjoy a complimentary cup of coffee, and engage in a service that includes music and a meaningful talk based on the Bible. Our Sunday services are held at 8:00 AM, 9:30 AM, and 11:00 AM, with a pre-gathering prayer session at 7:25 AM for those who wish to come early and pray.

Welcome to the Home Economist Office, your trusted local government resource in Bronson, Florida. Conveniently located at 625 North Hathaway Avenue, our office is dedicated to serving the community with a range of services designed to enhance the well-being and financial literacy of residents. Our team of experienced professionals is committed to providing expert guidance on household budgeting, nutrition, and resource management to help you make informed decisions for a healthier, more sustainable lifestyle. Whether you're seeking advice on meal planning, energy conservation, or financial management, the Home Economist Office is here to support you with personalized consultations and educational programs. Visit us to discover how we can assist you in achieving your personal and family goals. Your journey towards a more efficient and balanced home life starts here.

Welcome to Central Florida Cardiology Group, P.A. At Central Florida Cardiology Group, P.A., we are proud to be the first cardiology group in Central Florida, dedicated to providing exceptional heart care since our inception. Conveniently located at 5979 Vineland Rd, Orlando, FL 32819, our team of five board-certified cardiologists and highly trained clinical support staff are committed to offering comprehensive adult cardiology services. Our expertise spans noninvasive and invasive diagnostic procedures, as well as therapeutic interventions, ensuring that our patients receive the highest quality care.

Welcome to Home Health Manuals, your trusted partner in navigating the complexities of home care policies and procedures. Located at 3910 Golf Park Loop, Bradenton, FL 34203, we specialize in providing comprehensive, state-specific home health policy and procedure manuals that meet all state, federal, and accreditation standards. Our digital policies set a new benchmark in the home care industry, ensuring compliance with State, Federal, and Accrediting Body Regulations. The innovative use of crosswalks and hyperlinks allows for seamless navigation between Tables of Contents, Crosswalks, and Policies, eliminating the need for endless scrolling. This user-friendly feature integrates Accrediting Bodies’ standards and state regulations, whether for Medicare or Private Duty, ensuring effortless operations.

Welcome to eTermHealth, your trusted partner in finding affordable short-term health insurance solutions in Delray Beach, FL. Located at 955 NW 17th Ave, we specialize in connecting individuals and families with immediate, cost-effective health coverage options tailored to their unique needs. Whether you're a student, between jobs, retired without Medicaid, or temporarily without standard health insurance, our easy-to-use platform simplifies the search for temporary coverage. At eTermHealth, we understand the importance of having a safety net during periods of uncertainty. Short-term health insurance offers a practical and economical alternative to traditional plans, often at a fraction of the cost. Our service allows you to explore various coverage options, from hospital care to emergency services, ensuring that you have access to essential healthcare when you need it most.

Welcome to Recovery Unplugged Florida Drug & Alcohol Rehab in Fort Lauderdale, the birthplace of our transformative recovery journey. Situated at 915 Middle River Dr, Suite 114, Fort Lauderdale, FL 33304, our facility offers a unique, music-assisted, evidence-based approach to addiction treatment. Our experienced and compassionate staff is dedicated to helping you start anew in a supportive and comfortable environment, where you can find both peace and healing. At Recovery Unplugged Fort Lauderdale, we offer a comprehensive suite of services tailored to your recovery needs. Our programs range from 6 to 12 weeks for alcohol and drug addiction, and 2 to 6 weeks for behavioral rehab and counseling. Our certified psychiatrists and medical professionals provide FDA-approved medications to alleviate withdrawal symptoms and cravings, ensuring a smoother recovery process.