TOP 30 Financial planning service in Tallahassee, Florida

Franklin Insurance Agency, Inc. is your local Tallahassee independent insurance agency, located at 209 Pinewood Drive in Tallahassee, Florida. With over thirty years of experience, we specialize in auto insurance, home insurance, life insurance, health insurance, and employee benefits. As independent agents, we work for you, not the insurance companies, to find the best coverage at the most competitive price. We pride ourselves on providing the highest levels of service and professional advice, becoming your trusted advisor for all your insurance needs. Our carefully selected group of financially strong, reputable insurance companies allows us to offer you the best coverage and service.

United Insurance Co of America is a reputable insurance agency located in Tallahassee, Florida. We provide a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our team of experienced agents is dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Visit us at 1839 South Monroe Street to learn more about how we can assist you with your insurance needs.

HUB International is an insurance agency located at 1117 Thomasville Road in Tallahassee, Florida, United States. Since 1959, we have been proud to serve the Tallahassee community, as well as clients throughout the Big Bend and Panhandle regions. Our experienced and licensed team offers a wide range of insurance products, including coverage for homes, businesses, cars, boats, health, life, and personal property. We work closely with our partner insurance companies to provide our clients with the latest options and competitive rates. Our staff goes beyond simply picking a policy and provider, offering personalized service to meet each client's specific needs. We also give back to our community through HUB Gives, supporting projects that benefit children, elders, and women in Tallahassee.

Brad Burns Insurance, located at 2069 North Monroe Street in Tallahassee, Florida, is a reputable health and insurance agency dedicated to providing top-notch service and coverage to secure businesses and homeowners alike. With a focus on tailored products and personalized services, Brad Burns Insurance works with clients to create value-driven solutions that match their budget and needs. Specializing in auto insurance, license & permit, construction, and commercial surety products, this agency serves clients in Alabama, Florida, Georgia, New Jersey, New York, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. As a second-generation agency established in 1974, Brad Burns Insurance continues to uphold the commitment and expectations set by its founder, Malcolm C. King, Sr. With a team of experts appointed with hundreds of insurance carriers, Brad Burns Insurance has been recognized as a Best Practices agency by the Independent Insurance Agents and Brokers of America multiple times, including being named the Top Performing Best Practices Agency in the nation by revenue size in 2021.

Avatar Property & Casualty is an insurance agency located at 325 John Knox Road, Tallahassee, Florida, United States. Currently in the liquidation process by the Florida Department of Financial Services, the institution has transferred claims data to the Florida Insurance Guaranty Association (FIGA) for processing. The institution has also transmitted data needed to process return premiums to FIGA. Agents who have not remitted unearned commissions are being referred to the Circuit Court for resolution. The most recent financial statements for 2023 are available on the website. Bank of America has ceased business with Avatar, and all uncashed claim checks will be handled by FIGA. Policies with Avatar were canceled on April 13, 2022. Premium refunds will be directly sent to policyholders. The Special Deputy Receiver is overseeing the liquidation process. A stay is in place prohibiting legal actions against the company. Claims related questions should be directed to FIGA. New claims should be reported to FIGA as well. Proof of Claim forms must be submitted by the deadline of March 14, 2023. Late-filed claims will be processed accordingly.

Alliance Insurance is a reputable insurance agency located at 1138 East Tennessee Street in Tallahassee, Florida. With a commitment to providing top-notch insurance solutions to individuals and businesses, Alliance Insurance offers a wide range of coverage options including auto, home, life, and commercial insurance. Their team of experienced agents is dedicated to helping clients find the best policies to suit their needs and budget. Whether you're looking for personal or business insurance, Alliance Insurance is your trusted partner for peace of mind and financial protection. Contact them today to discuss your insurance needs and get a personalized quote.

Matt Wheeler - State Farm Insurance Agent is a reputable insurance agency located at 1672 Metropolitan Circle in Tallahassee, Florida. The agency is led by Matt Wheeler, a proud Tallahassee native with a deep appreciation for the community and a passion for helping customers secure the right coverage for their needs. Matt is supported by a dedicated team, including Matt Hodges and Shelby, who are committed to providing unmatched policy consultation and personalized service. The agency offers a wide range of insurance and financial services, including life insurance, annuities, and supplemental Medicare insurance. The team at Matt Wheeler - State Farm Insurance Agent is focused on helping customers manage the risks of everyday life, recover from unexpected events, and achieve their dreams. They are dedicated to operating in the best interest of their customers through comprehensive needs-based analysis and policy consultation.

Bill Reardon - State Farm Insurance Agent is a dedicated insurance agency located at 2120 Killarney Way in Tallahassee, Florida. With over 26 years of experience, Bill and his team are passionate about serving families and making insurance services both effective and enjoyable. Conveniently located near The Centre of Tallahassee, they offer free quotes for Auto, Home, Renters, and Life insurance for clients in Tallahassee and throughout Florida. Bill, a graduate of Eastern Illinois University, has been a proud resident of Tallahassee since 2002, where he enjoys spending time with his family and pets. The team's mission is to help clients manage risks, recover from unexpected events, and achieve their dreams. Services include insurance and financial services, with a focus on providing personalized solutions to meet individual needs. For more information or assistance, please call (850) 562-0760. Please note that State Farm VP Management Corp. is a separate entity that offers investment services, and neither State Farm nor its agents provide tax or legal advice.

Gayla Parks - State Farm Insurance Agent is a reputable insurance agency located at 2905 Apalachee Parkway in Tallahassee, Florida. Specializing in renter's policies, the institution is dedicated to helping FAMU and FSU students with their insurance needs. Linda, a licensed professional with expertise in Life, home, auto, and business insurance, leads the team with compassion and dedication. James, a valued team member, hails from Hillsdale, Michigan, and is known for his commitment to helping others. The team's mission is to assist customers in managing risks, recovering from the unexpected, and achieving their dreams. With a focus on customer service and personal growth, Gayla Parks - State Farm Insurance Agent is a trusted choice for insurance and financial services in Tallahassee, FL.

Dave Williams - State Farm Insurance Agent is a reputable insurance agency located at 800 Capital Circle Southeast in Tallahassee, Florida. With over 33 years of experience, Dave Williams is dedicated to helping individuals and families protect what matters most to them. As a Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Advisor for Senior Living, Dave provides specialized expertise and guidance in various aspects of insurance planning. Recognized as a Silver Scroll Honor agent, Dave is committed to excellence and exceptional service for his customers. The team at Dave Williams - State Farm Insurance Agent consists of highly experienced professionals who are ready to assist with all insurance needs. From disability insurance to auto repair coverage, they offer personalized options and guidance to ensure customer satisfaction. With a passion for helping others and a love for hobbies like fishing, boating, and exploring new restaurants, Dave Williams is dedicated to providing top-quality customer service. Contact Dave Williams - State Farm Insurance Agent today for all your insurance needs.

Welcome to Mike Perez State Farm Insurance Agent located at 1923 Capital Circle Northeast in Tallahassee, Florida. Our agency is conveniently situated just north of Capital Medical Blvd. on Capital Circle, only a minute away from HCA Florida Capital Hospital. As a proud Florida native and graduate of the College of Business at Florida State University, I, Mike Perez, along with my dedicated team, are committed to empowering families and businesses in our community to be properly insured. We believe in providing personalized insurance solutions to protect against unforeseen events, allowing our clients to focus on the positive aspects of their lives.

Farmers Insurance - Richard Bridges is an insurance agency located at 1913 Capital Circle Northeast in Tallahassee, Florida, United States. Richard Bridges, a lifelong Florida resident, serves as the local Farmers® agent, providing outstanding customer service and educating clients on their coverage options. With over 15 years of industry experience, the agency offers a variety of insurance products including auto, home, specialty, commercial insurance, and more. The office is conveniently located near the intersection of Capital Medical Blvd and Capital Circle NE in the Capital Commons office complex. Customers can contact Richard Bridges via email at rick@bridgesinsurance.com or by phone for any insurance-related questions. The agency also offers online quotes for auto, home, renters, condo, and business insurance, as well as life insurance policies. Additionally, Farmers Insurance and Financial Services agent can help clients create a solid financial plan to secure their future. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers offer coverage underwritten by the agency. For added protection, Personal Umbrella insurance policies are available to provide coverage beyond the liability limits of auto or home insurance. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance products. Contact Richard Bridges at Farmers Insurance for personalized insurance solutions tailored to your needs.

Bankers Life, located at 1500 Mahan Drive in Tallahassee, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones about planning for the future.

Farm Bureau Insurance is a trusted insurance agency located at 3375 Capital Circle Northeast in Tallahassee, Florida. With a focus on providing reliable and personalized insurance solutions, Farm Bureau Insurance is dedicated to serving the community and protecting what matters most to its clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is committed to helping you find the coverage that best fits your needs. Visit Farm Bureau Insurance today to discuss your insurance options and secure peace of mind for the future.

Dick Duffy - State Farm Insurance Agent is a trusted insurance agency located at 1832 Capital Circle Northeast in Tallahassee, Florida, United States. Our team is dedicated to providing comprehensive insurance solutions to protect you and your loved ones. We offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products offered by U.S. Bank National Association. Our team is also equipped to help you navigate through financial challenges such as divorce and spending habits, offering valuable advice and guidance.

Arrigoni Insurance Agency is a trusted insurance provider located at 1882 Capital Circle Northeast in Tallahassee, Florida. With a commitment to providing personalized service and comprehensive coverage options, our agency is dedicated to meeting the insurance needs of individuals, families, and businesses in the local community. From auto and home insurance to life and commercial coverage, we offer a wide range of insurance products to protect what matters most to our clients. Contact us today to learn more about how Arrigoni Insurance Agency can help you find the right insurance solutions for your needs.

Farmers Insurance is a trusted insurance agency located at 1415 Centerville Road in Tallahassee, Florida. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you're looking for auto, home, life, or business insurance, we have you covered. With our competitive rates and exceptional customer service, you can trust Farmers Insurance to protect what matters most to you. Contact us today to learn more about our insurance offerings and how we can help you secure your financial future.

The Leon County Farm Bureau is an insurance agency located at 1349 Cross Creek Circle in Tallahassee, Florida. Specializing in providing insurance services for farms and agricultural businesses, the bureau offers a range of coverage options to protect against the unique risks faced by those in the farming industry. With a team of knowledgeable agents, the Leon County Farm Bureau is committed to helping clients find the right insurance solutions to safeguard their livelihoods and investments. Whether it's crop insurance, property coverage, or liability protection, the bureau is dedicated to providing personalized service and tailored policies to meet the needs of each individual farmer or rancher. Visit the Leon County Farm Bureau today to learn more about their insurance offerings and how they can help protect your agricultural business.

Envision Credit Union, located at 4942 US 90 in Marianna, Florida, offers a convenient and personalized banking experience for all its members. With a focus on financial education and community support, Envision Credit Union provides a range of services including checking accounts, savings accounts, mortgages, auto loans, and business loans. Members can bank online, through the mobile app, or at one of the conveniently located branches in Tallahassee, Marianna, Chattahoochee, and Quincy, Florida, as well as Bainbridge and Thomasville, Georgia. In celebration of their 70th anniversary, Envision Credit Union is giving away 70 cruises to teachers. Join today and start referring friends and family to earn up to $250.00. Take advantage of the educational playlists available to help guide you in your financial decisions. Envision Credit Union is dedicated to supporting education and improving the financial positions of its members. Please be aware of phishing attempts and do not click on any links in text messages asking you to login to online banking. Visit Envision Credit Union today and experience the credit union difference without leaving your driver's seat.

First Commerce Credit Union is a trusted financial institution located at 1460 Capital Circle Northwest in Tallahassee, Florida, United States. As a full-service credit union, we offer a wide range of financial services including banking, loans, insurance, and investment options. Our convenient ATM services make managing your finances easy and accessible. With a commitment to providing personalized and reliable service, First Commerce Credit Union is dedicated to helping our members achieve their financial goals.

Capital City Bank is a trusted financial institution located at 1456 Capital Circle Northwest in Tallahassee, Florida. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your money quick and easy. With a commitment to personalized service and community involvement, Capital City Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with Capital City Bank.

LOYALTY Credit Union, located at 580 Appleyard Drive in Tallahassee, Florida, is a trusted financial institution offering a range of services including ATM access and financial solutions. We prioritize the convenience and security of our members, providing links to third party websites for added resources. Our partnership with My Benefits Work ensures a smoother healthcare experience for our members. With competitive rates and a commitment to customer satisfaction, LOYALTY Credit Union is dedicated to helping you achieve your financial goals. Visit us today and experience the difference of banking with us.

VyStar Credit Union is a trusted financial institution located at 1814 West Tennessee Street in Tallahassee, Florida. As a member-owned credit union, VyStar offers a wide range of financial services, including checking and savings accounts, loans, credit cards, and investment options. With a commitment to providing exceptional customer service and competitive rates, VyStar Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how VyStar can help you manage your money effectively and securely.

Envision Credit Union, located at 600 North Monroe Street in Tallahassee, Florida, is a trusted financial institution that offers a wide range of banking and finance services. They prioritize the security of their members and will never send text messages asking for login information. Members can enjoy the convenience of banking from their own homes with online and mobile banking options. Envision Credit Union also rewards members for referrals and offers special promotions, such as the chance to win a cruise in honor of their 70th anniversary. They are committed to supporting education and have partnered with other credit unions to serve their communities better.

Florida A & M University Federal Credit Union is a trusted financial institution located at 1610 South Monroe Street in Tallahassee, Florida. As a credit union serving the Florida A & M University community, we provide a range of financial services including ATM access and personalized finance solutions. Our mission is to support the financial well-being of our members through competitive rates, convenient services, and a commitment to fostering financial literacy. Visit us today to experience the difference of banking with a credit union that truly cares about your financial success.

Capital City Bank is a trusted financial institution located at 304 East Tennessee Street in Tallahassee, Florida. As a full-service bank, we offer a wide range of banking services including checking and savings accounts, loans, mortgages, and investments. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing personalized customer service and innovative financial solutions, Capital City Bank is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with Capital City Bank.

Capital City Bank is a trusted financial institution located at 2111 North Monroe Street in Tallahassee, Florida. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing excellent customer service and innovative financial solutions, Capital City Bank is your go-to destination for all your banking needs in Tallahassee.

Capital City Bank is a trusted financial institution located at 3815 North Monroe Street in Tallahassee, Florida. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our convenient ATM services provide easy access to cash withdrawals and account information. Whether you're looking to open a checking or savings account, apply for a loan, or seek financial advice, our friendly and knowledgeable staff is here to assist you. Visit us today to experience top-notch banking services in the heart of Florida's capital city.

Capital City Bank is a trusted financial institution located at 217 North Calhoun Street in Tallahassee, Florida. As a full-service bank, Capital City Bank offers a wide range of financial services, including personal and business banking, loans, mortgages, and investment options. Customers can conveniently access their accounts and conduct transactions at the on-site ATM. With a commitment to exceptional customer service and community involvement, Capital City Bank is dedicated to helping individuals and businesses achieve their financial goals.

Capital City Bank is a trusted financial institution located at 3404 South Monroe Street in Tallahassee, Florida, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to personalized customer service and community involvement, Capital City Bank is dedicated to helping you achieve your financial goals.