The 30 Best Financial planning services in Alachua, Florida

The Alachua County Family Services Center is a community resource located at 3600 Northeast 15th Street in Gainesville, Florida. This institution provides a wide range of services and support to families in need, including counseling, parenting classes, financial assistance, and access to healthcare and social services. The center is dedicated to helping families thrive and overcome challenges by offering a holistic approach to well-being. With a team of dedicated professionals, the Alachua County Family Services Center is committed to empowering families and fostering a strong and healthy community.

LTC Financial Partners is a finance, health, and insurance agency located at 6705 Northwest 234 Terrace in Alachua, Florida, United States. Specializing in long-term care planning, the institution offers a range of services to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners provides personalized solutions to meet each client's unique needs and goals. Whether it's navigating the complexities of insurance coverage or creating a comprehensive financial plan, the institution is dedicated to helping clients secure their financial future and peace of mind.

A Way Notary Services is a trusted financial institution located in Alachua, Florida, United States. Our team of experienced notaries provides professional and reliable notary services to individuals and businesses in the area. Whether you need documents notarized for real estate transactions, legal matters, or other financial transactions, we are here to help. With our convenient location and flexible hours, we make the notarization process quick and easy for our clients. Trust A Way Notary Services for all your notary needs.

Piece Financial is a leading finance institution located at 13900 Tech City Circle in Alachua, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert guidance. Whether you are looking for investment advice, insurance coverage, or assistance with financial planning, Piece Financial is here to help. Visit us today to learn more about how we can support your financial success.

BlackSands Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 14557 Northwest US Highway 441 in Alachua, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services tailored to your needs. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please visit our website or FINRA’s BrokerCheck website for more information about our advisors and services. We look forward to meeting with you to discuss what's most important to you and helping you plan for a secure financial future.

Raymond James Financial Services is a finance institution located at 15652 Northwest US Highway 441 in Alachua, Florida, United States. They offer a wide range of financial services to individuals and businesses, including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is committed to helping clients achieve their financial goals and secure their financial future. Visit their office in Alachua today to learn more about their services and how they can help you with your financial needs.

Amanda Payne - Financial Advisor, Ameriprise Financial Services, LLC is located at 14557 Northwest US Highway 441, Alachua, Florida, United States. Amanda holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Amanda also specializes in serving military personnel and veterans through her Certified Military Financial Advisor® designation. With a commitment to ethical practices and ongoing education, Amanda provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Unified Financial Planners - Ameriprise Financial Services, LLC is a finance institution located at 14557 Northwest US Highway 441 in Alachua, Florida, United States. Our team of Ameriprise financial advisors are individually registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you and your loved ones achieve your financial goals. Please refer to our website for important disclosures, privacy and security information, and to learn more about our services. We look forward to working with you to secure your financial future.

Edward Jones - Financial Advisor: Edward R Potts is a reputable financial institution located at 13100 Tech City Circle in Alachua, Florida, United States. As a trusted financial advisor, Edward R Potts provides personalized investment and financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial success, Edward Jones offers a wide range of investment options and expert advice to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Edward R Potts is dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Matt Surrency is a finance institution located at 13100 Tech City Circle in Alachua, Florida, United States. As a trusted financial advisor, Matt Surrency provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Matt Surrency is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future.

Welcome to Three Rivers Insurance of Alachua LLC, your trusted insurance agency located in the heart of High Springs, Florida. Situated at 18467 Northwest US Highway 441, we are proud to serve the vibrant communities of High Springs and the surrounding areas with comprehensive insurance solutions tailored to meet your unique needs. At Three Rivers Insurance, we understand that navigating the world of insurance can be complex. Our dedicated team of experienced professionals is committed to providing you with personalized service and expert advice to help you make informed decisions about your insurance coverage. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of options from leading insurers to ensure you receive the best protection at competitive rates.

HealthMarkets Insurance - David Carver is a reputable health insurance agency located at 7215 Northwest 214th Street in Alachua, Florida. With a focus on providing personalized and comprehensive insurance solutions, David Carver and his team are dedicated to helping individuals and families find the right health coverage to meet their specific needs. Whether you are looking for individual, family, or Medicare insurance options, HealthMarkets Insurance - David Carver is committed to guiding you through the process and helping you make informed decisions about your health insurance. Visit their office today to learn more about their services and how they can help you secure the coverage you need for a healthier future.

Corbin Emerson - State Farm Insurance Agent is a reliable insurance agency located at 4420 Northwest 36th Avenue in Gainesville, Florida. Conveniently situated just south of the intersection of 39th Ave and 43rd Blvd, our office is easily accessible for residents of Gainesville, High Springs, Alachua, Jonesville, and Hawthorne. Whether you are in need of auto, home, or life insurance, our team is dedicated to helping you discover your needs and providing financial service products to help you achieve your goals. Originally from Brooksville, Florida, I moved to Gainesville to attend the University of Florida and have since made this vibrant community my home. Representing State Farm allows me to make a positive impact in the lives of individuals in a place that means so much to me. Our mission is to assist people in managing everyday risks, recovering from unexpected events, and realizing their dreams.

Jason Thompson - State Farm Insurance Agent is an insurance agency located at 119 Northwest 137th Drive in Newberry, Florida, United States. Our team is dedicated to finding the right insurance package for you, offering a "Personal Price Plan" to meet your individual needs. Whether you require Auto, Home, or Life Insurance, we are here to assist you. Jason Thompson, the State Farm Agent, was born and raised in Alachua County and is actively involved in the community. With a focus on providing Auto, Home, Life, and Health Supplemental policies to Gainesville, Newberry, and throughout Florida, we are committed to earning your business and ensuring your insurance needs are taken care of.

Finnell Legal LLC is a reputable law firm located at 14916 Northwest 140th Street in Alachua, Florida. Our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our firm is here to help. Contact us today to schedule a consultation and see how Finnell Legal LLC can assist you with your legal needs.

Hutchinson Law, located at 6817 Southpoint Parkway in Jacksonville, Florida, is a trusted institution specializing in family and marital law. With over a decade of experience serving individuals and families in the Jacksonville area, our firm is dedicated to protecting your rights and interests during challenging times. If you are facing a divorce or family law issue in Florida, our experienced Jacksonville divorce attorneys are here to provide you with the guidance and legal advocacy you deserve. We understand the emotional and financial stakes involved in these matters, and we are committed to helping you navigate through them with compassion and expertise.

Michelle Rafferty is a finance institution located at 15000 Northwest 140th Street in Alachua, Florida, United States. We specialize in providing expert financial services to our clients, helping them navigate the complex world of investments, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Michelle Rafferty is here to help you every step of the way.

Capital City Investments is a leading finance institution located at 15000 Northwest 140th Street in Alachua, Florida, United States. With a strong reputation for excellence in financial services, we offer a wide range of investment options and personalized financial solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Capital City Investments is here to help you every step of the way.

H&R Block is a renowned accounting and finance institution located at 14557 Northwest US Highway 441 in Alachua, Florida, United States. With a reputation for providing expert tax preparation services, financial advice, and personalized solutions for individuals and businesses, H&R Block is a trusted partner in managing financial matters. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and achieve their financial goals. Visit H&R Block in Alachua for top-notch accounting and finance services.

C R Smith Jr & Co is a reputable accounting and finance institution located at 17220 Northwest 78th Avenue in Alachua, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and more. Whether you are an individual or a business, C R Smith Jr & Co is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Trustworthy and reliable, they are committed to helping their clients navigate the complexities of the financial world with ease.

Bookkeeping & Tax Center Inc is a trusted accounting and finance institution located at 14818 Northwest 140th Street in Alachua, Florida. We offer comprehensive back office support including accounting, payroll, and bookkeeping services. Our team is experienced in handling complex financial issues and can represent clients in audits with the IRS, FTB, and EDD. We are dedicated to our clients and stay up to date on tax laws to ensure we are prepared for any situation. Our strategies are tailored to both business and individual clients, and we are committed to working hard and long hours to address their most pressing financial needs, even beyond tax season. Let Bookkeeping & Tax Center Inc help you tackle your financial challenges with confidence.

Michael Turner, CPA is a reputable accounting and finance institution located at 14706 Main Street in Alachua, Florida, United States. With years of experience in the field, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax filing or financial consulting, Michael Turner, CPA is here to help you navigate the complexities of accounting and finance. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Charles B. Parker CPA, P.A. is a trusted accounting and finance institution located at 14115 Northwest 150th Avenue, Alachua, Florida, United States. Specializing in Accounting and Tax Services for both individuals and business owners, we have assisted numerous small businesses and individuals with their financial needs. Our team understands that every client is unique, which is why we take the time to understand your specific requirements and tailor our services accordingly. With experience in serving professional and consumer service businesses, we can customize our offerings to suit the needs of your business.

CPA Mutual Management Inc is a leading institution specializing in accounting and finance services. Located at 11801 Research Drive in Alachua, Florida, United States, CPA Mutual Management Inc offers a wide range of professional services tailored to meet the needs of CPAs and other financial professionals. With a team of experienced professionals, the institution is dedicated to providing top-notch financial solutions and guidance to its clients. Trust CPA Mutual Management Inc for all your accounting and finance needs.

VyStar Credit Union is a trusted financial institution located at 16201 Northwest US Highway 441 in Alachua, Florida. As a leading credit union in the United States, VyStar offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, VyStar Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to see how we can help you secure a brighter financial future.

Advance America is a trusted financial institution located at 15560 Northwest US Highway 441 in Alachua, Florida. As a leading provider of financial services, Advance America offers a wide range of options including payday loans, installment loans, and title loans. With a commitment to helping customers in need of quick and convenient financial solutions, Advance America provides friendly and professional service to help individuals navigate their financial challenges. Visit us today to learn more about how Advance America can assist you with your financial needs.

Radiant Credit Union, located at 14520 Northwest US Highway 441 in Alachua, Florida, is a full-service financial institution offering a range of services including auto and mortgage loans, credit cards, IRAs, CDs, business accounts, and checking accounts. The branch features a drive-up service, drive-up ATM, night deposit drop, and instant-issue debit cards. Membership is open to individuals who live, work, worship, or attend school in select counties in Florida. Enjoy the benefits of ownership and local banking with Radiant Credit Union. Contact us at 352-381-5200 or visit our website for more information. Please note that our Hawthorne branch will be closed on Tuesday, April 9, 2024, from 9:00am - 12:00pm due to a planned electricity shutdown in the area.

Capital City Bank is a trusted financial institution located at 15000 Northwest 140th Street in Alachua, Florida. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you need to withdraw cash from our convenient ATMs, open a checking or savings account, or secure a loan for your next big purchase, Capital City Bank is here to help. Our friendly and knowledgeable staff is dedicated to providing exceptional customer service and helping you achieve your financial goals. Visit us today to experience the Capital City Bank difference.

Radiant Credit Union is a full-service financial institution located at 405 Southeast 2nd Place in Gainesville, Florida. Our branch offers a range of services including a full-service lobby, drive-up service, ATM, night deposit drop, and instant-issue debit cards. We provide a variety of financial products such as auto and mortgage loans, credit cards, IRAs and CDs, business accounts and loans, and checking accounts for individuals and businesses. If you are not already a member, you can join Radiant Credit Union if you live, work, worship, or attend school in Alachua, Bradford, Citrus, Clay, Columbia, Dixie, Gilchrist, Hamilton, Lafayette, Lake, Levy, Marion, Putnam, St. Johns, Suwannee, or Union Counties in Florida. Enjoy the benefits of local banking with your trusted credit union by becoming a member today.