Financial products and services in Aventura, Florida
24 results found
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Morris Financial - Northwestern Mutual
● OpenMorris Financial - Northwestern Mutual is a reputable finance and insurance agency located at 19950 West Country Club Drive in Aventura, Florida, United States. With a strong focus on providing quality financial planning and insurance solutions, the institution is dedicated to helping clients achieve their long-term financial goals and secure their financial future. Backed by the resources and expertise of Northwestern Mutual, Morris Financial offers personalized and comprehensive financial services to individuals, families, and businesses. Whether you are looking to invest wisely, protect your assets, or plan for retirement, Morris Financial - Northwestern Mutual is committed to providing top-notch guidance and support every step of the way.
19950 W Country Club Dr #802, Aventura, FL 33180, United StatesAdvertisements -
Dolman Law Group Accident Injury Lawyers, PA - Aventura
● Openwant to document your injuries and medical treatment for potential legal action. This can help you recover compensation for your medical expenses, lost income, pain and suffering, and other damages. At Dolman Law Group Accident Injury Lawyers, PA in Aventura, our experienced team of personal injury attorneys is dedicated to fighting for the rights of accident victims. We understand the physical, emotional, and financial toll that accidents can take on individuals and their families, and we are committed to helping our clients obtain the justice and compensation they deserve.
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Merrill Lynch Financial Advisor Bryan P Jacobs
● OpenMerrill Lynch Financial Advisor Bryan P Jacobs, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Bryan P Jacobs and his team of investment industry professionals provide personalized wealth plans and access to global investment capabilities. With 12 years of experience in the financial services industry, Bryan P Jacobs specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. As a Merrill advisor, Bryan P Jacobs focuses on your goals and priorities, offering advice and guidance to help you pursue your most important financial objectives. By collaborating with you and adjusting your plan as needed, Bryan P Jacobs helps you manage, grow, and preserve your wealth for the future. Through the Investment Personality Assessment and ongoing conversations, Bryan P Jacobs tailors a financial approach to help you reach your goals, whether it's saving for retirement, buying a home, or funding a child's education. With access to Merrill's investment insights and Bank of America's banking solutions, Bryan P Jacobs helps you make informed decisions as you navigate your financial journey.
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Frye Financial Center
● OpenThe Frye Financial Center is a leading finance institution located at 20900 West Dixie Highway in Aventura, Florida. With a commitment to providing top-notch financial services, the center offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the Frye Financial Center has a team of experienced professionals ready to assist you. Visit us today and take the first step towards securing your financial future.
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Merrill Lynch Financial Advisor Joel R Fishkin
● OpenMerrill Lynch Financial Advisor Joel R Fishkin is a finance institution located at 19495 Biscayne Boulevard in Aventura, Florida, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Their team provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, they create personalized wealth management strategies tailored to individual needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, clients can make informed decisions as they pursue their financial goals. The institution goes beyond traditional advisory roles, offering a comprehensive approach to financial planning. They provide a broad range of brokerage, investment advisory, and other services to cater to the diverse needs of their clients. It is important to consult with legal and tax advisors before making any financial decisions. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks, ensuring a holistic approach to financial management.
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Merrill Lynch Financial Advisor Kevin James King
● OpenMerrill Lynch Financial Advisor Kevin James King, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Kevin James King can provide timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's financial picture, Kevin James King can create personalized wealth management strategies tailored to their needs. Attend informative seminars on retirement planning, investing basics, and maximizing Social Security benefits. With access to the investing insights of Merrill and the banking capabilities of Bank of America, Kevin James King goes beyond the traditional role of a financial advisor to help clients make informed decisions as they pursue their financial goals. Additional services include investment advisory, financial planning, insurance products, and trust and investment management services. Register for upcoming seminars to gain valuable financial knowledge and start building a solid financial future.
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Merrill Lynch Financial Advisor Alec Matthew Lindenauer
● OpenMerrill Lynch Financial Advisor Alec Matthew Lindenauer is a rare gem in the financial services industry, located at 19495 Biscayne Boulevard in Aventura, Florida. As a mother-son team, they bring a unique understanding of the dynamics of money within the family environment, making them exceptional advisors. With a solid investment philosophy honed through decades of experience, they focus on key tenets such as calculating risk, diversification, considering purpose, being product agnostic, thinking globally, and staying dedicated. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With a focus on serving their clients with attentive and knowledgeable service, they assist with various administrative and support functions to ensure clients receive the best care possible. Their Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations.
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Merrill Lynch Financial Advisor Paula M McDonell
● OpenMerrill Lynch Financial Advisor Paula M McDonell is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Their primary focus is on helping clients realize their dreams by understanding their priorities and offering personalized financial advice. With years of experience and a team of talented individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer a range of seminars and personalized wealth management services to help clients achieve their financial goals, regardless of market fluctuations. Whether you're planning for retirement, managing your investments, or preparing for unexpected events, Merrill Lynch is dedicated to helping you navigate the complexities of your financial life. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is committed to helping you live your best financial life.
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Merrill Lynch Financial Advisor Myron D Stayman
● OpenMerrill Lynch Financial Advisor Myron D Stayman is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Our team is supported by the global resources of Merrill and consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We focus on understanding your family, goals, and priorities to create a personalized financial plan that helps you pursue your financial goals while managing investment risk. Our approach is centered around turning your aspirations into reality and addressing your financial needs with insights from Merrill and banking solutions from Bank of America. We believe in helping you achieve financial success by making investment decisions that align with your goals and priorities. By getting to know you personally, we can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let's work together to help you achieve your goals with a customized investment approach tailored to your needs and aspirations.
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Merrill Lynch Financial Advisor Gwenaelle Romain
● OpenMerrill Lynch Financial Advisor Gwenaelle Romain, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of investment solutions and banking products from Bank of America. Stay informed on market trends and global economic developments to help you make informed decisions. By understanding your financial goals and priorities, Gwenaelle Romain can create a personalized strategy to navigate today's ever-changing market conditions. Access the expertise of Merrill Lynch and the banking services of Bank of America to pursue your wealth management goals. With a focus on connecting your life and finances, Gwenaelle Romain provides insights and capabilities to help you build a secure financial future for yourself and your family. Beyond traditional advisory services, Merrill Lynch offers access to BofA Global Research and a range of investment products to help you achieve your financial objectives. Trust, fiduciary, and investment management services are also available through Bank of America. Consult with Gwenaelle Romain to explore the options that best suit your needs and goals.
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Merrill Lynch Financial Advisor Laurie Wynn
● OpenMerrill Lynch Financial Advisor Laurie Wynn is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. As a mother-son team in the financial services industry, they believe in the rarity of their bond and exceptional understanding of the dynamics of money in the family environment. With a solid investment philosophy honed through decades of experience, they focus on calculating risk, diversifying investments, considering purpose, being agnostic to products, thinking globally, and staying dedicated to long-term success. The team has received recognition from Forbes for their exemplary client service. They offer personalized financial plans through Merrill Personal Wealth Analysis™ and aim to help clients achieve their goals through a customized investment approach. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Laurie Wynn is committed to helping clients navigate the complexities of their financial lives.
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B. Riley Wealth Tax Services - Tampa, FL
● OpenB. Riley Wealth Tax Services in Tampa, FL is a trusted institution located at 14802 Dale Mabry Highway. Specializing in accounting and finance, our tax professionals are dedicated to helping individuals and businesses minimize tax liabilities through well-thought-out financial strategies. With expertise in the latest tax law changes for the 2023 tax year, our team can guide you through tax season and beyond. Our experienced and strategic tax partners empower clients to understand their full financial picture, keep more of what they earn, and grow their net worth over time. Whether you need assistance with a tax return or a comprehensive tax management plan, our professionals are here to help. We provide guidance on tax and wealth management that can adapt to market changes and life transitions.
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Imma Pierre - State Farm Insurance Agent
● OpenImma Pierre - State Farm Insurance Agent is an insurance agency located at 6099 Hollywood Boulevard, Hollywood, Florida, United States. Our office is conveniently located directly across the street from the Duty Free Americas Building, Half a Mile East of the Turnpike. We proudly serve the communities of Hollywood, Fort Lauderdale, Pembroke Pines, Weston, Miramar, Coconut Creek, Davie, Plantation, Lauderhill, Hallandale Beach, Oakland Park, Lauderdale Lakes, Margate, Miami Gardens, Aventura, Parkland, Deerfield Beach, Delray Beach, Boynton Beach, Coral Springs and other surrounding areas in Florida. As your local State Farm Agent, I, Imma Pierre, am a Florida Native dedicated to helping you with all your insurance needs, including Auto Insurance, Home Insurance, Condo Insurance, Renter's Insurance, Boat Insurance, Life Insurance, Business Insurance, and Financial Services. My team and I are committed to providing outstanding service to our policyholders and ensuring that they have the coverage they need to protect what matters most to them.
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Sharon King - State Farm Insurance Agent
● OpenSharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.
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Modern Injury Lawyers
● OpenModern Injury Lawyers is a cutting-edge law firm located at 2980 Northeast 207th Street, Aventura, Florida, United States. Our innovative approach to legal services sets us apart from traditional law firms. We have developed a messaging system that allows clients to easily communicate with us via text, send files and photos, and chat with us online. All information is securely stored on our cloud system. Gone are the days of lengthy in-person meetings. With Modern Injury Lawyers, a 10-minute meeting only takes 10 minutes. You can simply join a video chat with your attorney from the comfort of your own home. Our electronic filing system ensures that all documents are securely stored on the cloud, eliminating the need for paper files.
2980 NE 207th St Suite # 300, Aventura, FL 33180, United States -
Singer Wealth
● OpenSinger Wealth is a finance institution located at 1515 South Federal Highway in Boca Raton, Florida, United States. Our vision is to help you achieve your financial dreams by providing innovative strategies tailored to your needs. With the Singer Wealth plan, we analyze your current financial situation and create a customized strategy to help you reach your goals. Join us for a complimentary consultation and receive a copy of Keith Singer's book, "The Life You Deserve." Take the Checklist Challenge to assess your retirement readiness and tune into the "Prosper!" radio show with Keith Singer for financial insights. Our main office is located in Boca Raton, with additional locations in Aventura, Tampa, West Palm Beach, Plantation, and other areas for your convenience. Contact us today to schedule a meeting or attend a seminar. Singer Wealth Advisors, LLC, offers investment advisory services, and insurance products are backed by the issuing carrier's claims-paying ability. Let us help you secure your financial future.
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Royalty Consulting LLC
● OpenRoyalty Consulting LLC is a finance institution located at 18117 Biscayne Boulevard in Aventura, Florida, United States. Our team of experienced financial consultants offers a wide range of services to help individuals and businesses manage their finances effectively. From investment planning to tax preparation, we are dedicated to providing our clients with expert guidance and personalized solutions. Contact us today to see how we can help you achieve your financial goals.
18117 Biscayne Blvd, Aventura, FL 33160, United States -
Trade Finance Solutions Inc.
● OpenTrade Finance Solutions Inc. is a finance institution located at 20807 Biscayne Boulevard in Aventura, Florida, United States. We specialize in providing comprehensive trade finance solutions to businesses of all sizes. Our team of experts is dedicated to helping our clients navigate the complexities of international trade and secure the financing they need to grow and succeed. Whether you are importing goods from overseas or exporting products to new markets, Trade Finance Solutions Inc. is here to support you every step of the way. Contact us today to learn more about how we can help your business thrive in the global marketplace.
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The Medina Group - Morgan Stanley
● OpenThe Medina Group at Morgan Stanley is a leading financial institution located in Aventura, Florida. With a focus on providing top-notch financial services and investment strategies, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, The Medina Group is here to guide you every step of the way. Trust us to provide personalized solutions tailored to your individual needs and help you make informed decisions about your finances. Visit us in Aventura, Florida, or contact us to schedule a consultation today.
20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, United StatesAdvertisements -
Henry Grinberg - Raymond James
● OpenHenry Grinberg - Raymond James is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. With a strong focus on providing personalized financial services, the institution offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. The team of experienced professionals at Henry Grinberg - Raymond James is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Henry Grinberg - Raymond James is committed to delivering top-notch service and support.
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Ethan Grossman - Morgan Stanley
● OpenEthan Grossman - Morgan Stanley is a leading financial institution located in Aventura, Florida, United States. With a strong reputation for excellence in the finance industry, Ethan Grossman - Morgan Stanley offers a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Ethan Grossman - Morgan Stanley is here to provide expert guidance and support.
20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, United States -
Grove Bank & Trust
● OpenGrove Bank & Trust is a reputable financial institution located at 20801 Biscayne Boulevard in Aventura, Florida. As a full-service bank, we offer a wide range of financial services and products to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized and high-quality banking solutions to individuals and businesses in the community. With a strong focus on customer service and financial expertise, Grove Bank & Trust is the trusted partner for all your banking and financial needs.
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Florida Public Adjusting - Fort Myers - Cape Coral Office
● OpenWelcome to Florida Public Adjusting - Fort Myers - Cape Coral Office, your trusted partner in navigating the complex world of insurance claims. Located at 5008 Baron Street, Lehigh Acres, Florida, we specialize in helping property owners recover from hurricane and storm damage without settling for less than they deserve. Our licensed and bonded public adjusters are equipped to handle all insurance claims processes across Florida, including Fort Myers, Cape Coral, and beyond. We offer free on-site inspections and comprehensive insurance policy evaluations to ensure you receive the maximum compensation from your insurance claim. Our team is fluent in both English and Spanish, ready to assist a diverse range of clients with expert guidance and superior customer service from start to finish.
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Team Perdido - Pete King Realtor/Team Leader
● OpenWelcome to Team Perdido - Pete King Realtor/Team Leader, your trusted real estate agency located at 13578 Perdido Key Drive, Pensacola, Florida. As part of the renowned Pointe South Real Estate, one of the most productive realty companies in the Pensacola/Alabama Beaches area, we pride ourselves on offering unparalleled service in the real estate market. Our dedicated team, led by one of the top agents on the “Key,” is committed to providing expert guidance and support whether you are buying or selling a property. At Team Perdido, we understand the importance of having a Realtor who comprehends the market dynamics and customer reactions to pricing and value. Our knowledgeable and high-energy team, along with our diligent administrative staff, works tirelessly to build strong relationships with our clients. For sellers, we ensure that all disclosures and paperwork are meticulously handled, allowing you to make informed decisions about listing your property. For buyers, we focus on matching you with properties that meet your needs and financial criteria, guiding you through the entire process from contract signing to closing.
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