TOP 30 Financial planning specialist in Lutz, Florida

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Jennifer Miller is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 110 Myrtle Ridge Road in Lutz, Florida, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, 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®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Jennifer provides comprehensive financial services to individuals and small business owners. As a Certified Military Financial Advisor®, Jennifer also specializes in serving veterans and active duty military personnel. Contact Jennifer Miller for expert financial advice tailored to your unique needs and goals.

Shelby Monaghan is the Division Manager at Primary Residential Mortgage, Inc. located at 110 Myrtle Ridge Road in Lutz, Florida. As a finance institution, they offer a wide range of mortgage services to help clients achieve their homeownership goals. With Shelby Monaghan's leadership, the team at PRMI is dedicated to providing personalized and professional service to their clients, ensuring a smooth and stress-free mortgage process. Whether you are a first-time homebuyer or looking to refinance, Shelby Monaghan and PRMI are here to help you every step of the way.