Financial products in Lake Mary, Florida

Primerica Financial Services is an insurance agency located at 801 International Parkway in Lake Mary, Florida, United States. They offer a range of financial products and services to help individuals and families achieve their financial goals. With a focus on providing affordable and accessible insurance options, Primerica is dedicated to helping their clients protect their assets and build a secure financial future. Their knowledgeable and experienced team is committed to providing personalized advice and solutions to meet the unique needs of each client.

Fraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.

Merrill Lynch Financial Advisor James R Wright is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. James Wright, First Vice President and Financial Advisor, leads a Wealth Management team in Heathrow, FL, catering to affluent families. With 43 years of experience, he focuses on understanding each client's specific situations and goals to establish deep relationships and provide personalized advice. Clients can expect access to investment services tailored to their needs. James started his career with Merrill Lynch Wealth Management in 1973 and has since gained experience with Merrill and UBS. He is dedicated to helping clients align their financial lives with their personal circumstances. His mission is to understand each client's priorities and design personalized plans to help them achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, James offers comprehensive financial solutions and personalized investment strategies. He is registered to do business in multiple states. Investing involves risk, and past performance does not guarantee future results. Clients should consult legal and tax advisors before making financial decisions.

ABL Financial is a reputable finance and insurance agency located at 255 Primera Boulevard in Lake Mary, Florida. With a strong commitment to providing top-notch financial services, ABL Financial offers a range of insurance products and financial solutions tailored to meet the unique needs of each client. Whether you are looking for insurance coverage or need assistance with financial planning, the experienced team at ABL Financial is dedicated to helping you achieve your goals and secure your financial future. Contact us today to learn more about how we can help you navigate the complex world of finance and insurance.

Merrill Lynch Financial Advisor Jesse Anderson is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, our team is dedicated to helping clients achieve the lives they desire. We offer a wide range of brokerage, investment advisory, and other services, but please note that investing involves risk and there is always a potential for loss. Our advisors do not provide legal, tax, or accounting advice, so it's important to consult with your own advisors before making financial decisions. We are committed to providing you with information about products and services that may interest you, and we strive to help you navigate the complexities of financial planning. Trust and fiduciary services are provided by Bank of America Private Bank, while insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Our goal is to help you achieve your financial goals and secure your future.

Michael W Kane is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 International Parkway in Lake Mary, Florida, United States. He 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Michael W Kane is dedicated to providing comprehensive financial advice and services to his clients, including individuals, retirees, small business owners, and high net worth clients.

Lincoln Financial Group is a financial institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Specializing in financial services and products, Lincoln Financial Group offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, the experts at Lincoln Financial Group are dedicated to providing personalized and comprehensive financial guidance. Visit their ATM location today to access convenient banking services and start building a secure financial future.

Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3820 Colonial Boulevard, Lake Mary, Florida, United States. Seth Bassoff holds various certifications including 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®, CFP®, 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 Seth Bassoff's expertise in various areas of financial planning and investment management, ensuring high-quality service for clients. The institution provides comprehensive financial planning services tailored to individual needs and goals, with a focus on ethical practices and real-world application of investment concepts.

Merrill Lynch Financial Advisor Daniel Patrick Bokuniewicz is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. They specialize in managing wealth by creating flexible strategies tailored to each client's financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, they offer personalized wealth management strategies to help clients pursue their goals. Their services include personalized financial planning, investment management, and guidance on topics such as retirement planning, education funding, and wealth transfer. They believe in building long-term relationships with clients, regularly reviewing goals and financial approaches to adapt to changes in life and the markets.

Great American Insurance Co, located in Lake Mary, Florida, is a trusted insurance agency with over 150 years of experience. Our specialized coverage options cater to a variety of industries, providing peace of mind to our customers. From farmers and ranchers to commercial transportation, we offer custom coverages to meet unique needs. Our industry-leading expertise and financial strength ensure that we can keep our promise to you when you need us most. With a commitment to outstanding service and a focus on integrity, Great American Insurance Co is a reliable choice for all your insurance needs. Join our team of over 7,500 employees and experience the difference of working with a company that truly cares about its customers.

Ceci McClure - State Farm Insurance Agent is a trusted insurance agency located at 431 East State Road 434 in Longwood, Florida. Between 17-92 and Ronald Reagan Blvd, the office serves the areas of Longwood, Lake Mary, Altamonte Springs, Sanford, Winter Springs, and surrounding Florida areas. Specializing in Car Insurance, Home Insurance, Renter’s Insurance, Condo Insurance, Motorcycle Insurance, Life Insurance, Business Insurance, Boatowners Insurance, Golf Cart Insurance, Pet Insurance, and Financial Services, the office focuses on resident relocations to Seminole County. The team at Ceci McClure State Farm Insurance is dedicated to providing outstanding service and ensuring that customers are protected so they can focus on achieving their life goals. With a focus on motorcycle insurance coverage and safe grilling practices, the agency also offers advice on balance transfers, DIY auto maintenance, and other insurance-related topics.

Mutual of Omaha Insurance is a renowned insurance agency located at 1064 Greenwood Boulevard in Lake Mary, Florida, United States. With a strong reputation for providing reliable insurance solutions to individuals and businesses, Mutual of Omaha offers a wide range of insurance products including life, health, disability, and long-term care insurance. Their experienced agents are dedicated to helping clients find the right coverage to protect their assets and loved ones. Trust Mutual of Omaha Insurance to provide you with peace of mind and financial security for the future.

Bina Kalidas - Mutual of Omaha Advisor is an insurance agency located at 1064 Greenwood Boulevard in Lake Mary, Florida, United States. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Bina Kalidas is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual strategies. Clients can trust in Bina Kalidas' expertise and commitment to helping them achieve their financial goals. Please note that only securities licensed Insurance Agents are listed on FINRA BrokerCheck.

New York Life Insurance is a reputable finance and insurance agency located at 610 Crescent Executive Court in Lake Mary, Florida, United States. With a long-standing history of providing quality insurance products and financial services, New York Life Insurance is committed to helping individuals and families protect their assets and plan for the future. Their team of experienced professionals offers personalized guidance and support to ensure clients have the coverage they need to safeguard their loved ones and investments. Trust New York Life Insurance to be your partner in securing a stable and secure financial future.

Chris Slaby - State Farm Insurance Agent is an experienced insurance agency located at 352 West Lake Mary Boulevard in Sanford, Florida. With over 25 years of experience in the insurance and financial services industry, Chris Slaby has been serving as a State Farm Agent since 2018 in Seminole County, FL. His team focuses on providing personalized car/auto insurance, homeowner’s insurance, renters insurance, umbrella policy insurance, boat insurance, life insurance, health insurance, and business insurance to the community. They offer fast and easy quote services and specialize in relocations to Florida. As the largest car/auto provider in the US, State Farm offers competitive policies and various discounts such as accident-free discount, drive safe and save discount, good student discount, and more. By combining policies, customers can save even more and protect their loved ones. The agency services the entire State of Florida with a local presence in Central Florida, Orlando, Sanford, Winter Springs, Lake Mary, Altamonte Springs, Deltona, Deland, and Oviedo, among other areas.

HEDGE ELEVEN is a trendy clothing store located at 801 International Parkway in Lake Mary, Florida, United States. Our store offers a wide selection of stylish and fashionable clothing for men and women. From casual wear to formal attire, we have something for every occasion. Our store is known for its high-quality products and excellent customer service. Visit us today to update your wardrobe with the latest fashion trends!

Philadelphia Insurance Companies is a leading provider of commercial property and casualty insurance based in Lake Mary, Florida. With a strong presence in the United States, the company offers a wide range of insurance products and services to meet the needs of businesses of all sizes. Their dedicated team of professionals is committed to providing exceptional customer service and tailored insurance solutions to help protect their clients' assets and mitigate risks. Philadelphia Insurance Companies is known for their financial stability, innovative products, and industry expertise, making them a trusted partner for businesses across various industries. Visit their office at 200 Colonial Center Parkway to learn more about their insurance offerings and how they can help protect your business.

Mackenzie Insurance Agency is a trusted insurance provider located at 250 International Parkway in Lake Mary, Florida, United States. With a commitment to serving the community and protecting what matters most to their clients, Mackenzie Insurance Agency offers a wide range of insurance products and services to meet individual and business needs. Their team of experienced professionals is dedicated to providing personalized and reliable insurance solutions to ensure peace of mind and financial security. Contact Mackenzie Insurance Agency today to discuss your insurance needs and receive a personalized quote.

HYWAZE is a health store located at 140 West Lake Mary Boulevard in Sanford, Florida, United States. We offer a wide range of health products and services to help our customers lead a healthier lifestyle. Our knowledgeable staff are always available to assist you in finding the right products for your individual needs. Visit us at HYWAZE and start your journey to better health today.

CollaborativeWEALTH - Gainesville is a branch of the financial planning and integrated wealth management firm headquartered in Lake Mary, Florida. Located at 4915 Northwest 43rd Street in Gainesville, Florida, our team of professionals is dedicated to helping individuals, families, and businesses build a solid financial foundation. We believe that your goals, dreams, and financial well-being are interconnected, and we are here to assist you in taking the necessary steps to achieve what truly matters to you. Our services include comprehensive financial planning, investment advice, wealth management, personalized client service, and independent asset management. As a fee-based firm, we do not offer proprietary products, allowing us to provide tailored financial advice that suits your unique circumstances. Our advisors are registered representatives with LPL Financial and can only conduct securities business in specific states.

CollaborativeWEALTH® is a finance and insurance agency located at 972 International Parkway, Lake Mary, Florida, United States. Our team of professionals specializes in financial planning and integrated wealth management, offering a wide range of services including investments, employee benefit plans, insurance, and more. We are dedicated to helping you build a strong financial foundation for yourself, your family, or your business by understanding how your goals, dreams, and financial life are interconnected. Our mission is to assist you in pursuing what truly matters to you, with personalized financial advice tailored to your specific situation. As a fee-based firm, we do not offer proprietary products, allowing us to provide unbiased guidance and recommendations. CollaborativeWEALTH® is registered with the SEC as an Investment Advisor and is affiliated with LPL Financial, a separate entity. Our advisors are registered representatives with LPL Financial and serve clients in multiple states across the U.S. Trust us to provide comprehensive financial planning, investment advice, and personalized client service to help you achieve financial success.

Foundational Wealth Planners is a finance institution located at 952 International Parkway, Lake Mary, Florida, United States. Specializing in Financial Planning, Insurance, and Investment Advisory Services, we offer targeted strategies designed with your individual goals in mind. Our holistic approach is carefully and thoughtfully executed, building and maintaining close relationships with our clients founded on trust, respect, and integrity. As Financial Planners, we plan for tomorrow today, providing a clear picture of where you stand today, a vision of where you're going, and the strategy to help you get there. With periodic reviews, we ensure progress toward our clients' specific goals and objectives, offering solutions to financial challenges no matter what stage of life you are in.

ShariaPortfolio, Inc is a finance institution located at 1331 South International Parkway in Lake Mary, Florida, United States. Specializing in Sharia-compliant investment solutions, they offer a range of financial products and services that adhere to Islamic principles. With a focus on ethical investing and socially responsible practices, ShariaPortfolio, Inc provides clients with opportunities to grow their wealth while staying true to their religious beliefs. Their team of experts is dedicated to helping individuals and businesses achieve their financial goals in a way that aligns with their values.

Merrill Lynch Wealth Management, located at 250 International Parkway in Lake Mary, Florida, is a leading finance institution offering a wide range of wealth management services. With a team of experienced advisors, the institution caters to individuals, families, business owners, executives, and institutions, providing tailored financial strategies to address wealth planning challenges and opportunities. The advisors at Merrill Lynch Wealth Management bring years of combined knowledge and experience to the table, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create customized financial strategies to meet their long-term objectives.

Wells Fargo Advisors is a leading financial institution located at 1025 Greenwood Boulevard in Lake Mary, Florida, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their future. Visit Wells Fargo Advisors today to start planning for a brighter tomorrow.

Johnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.

BNY Mellon | Pershing is a leading finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution is known for its innovative approach to technology, with top tech leaders discussing topics such as AI, tech stacks, and changing technology trends. Managing Director Ben Harrison offers strategies to help RIAs elevate their firms, while Prime Services’ Lisa Lewin discusses the positive momentum of including women in senior roles. Chief Product Officer Sareena Dalla Brookshire sets ambitious priorities for 2024, and the institution's Tax Guide is a valuable resource for investors and tax professionals. BNY Mellon | Pershing focuses on delivering more than just insurance and investment products, targeting higher net-worth clients and changing the perception of traditional advisor relationships. The institution also provides resources on business continuity, financial statements, money market funds, and cookie notices.

VyStar Credit Union is a trusted financial institution located at 4699 West Lake Mary Boulevard in Lake Mary, Florida. As a member-owned credit union, VyStar offers a wide range of financial products and services to help individuals and families achieve their financial goals. From checking and savings accounts to loans and investment options, VyStar is dedicated to providing personalized and reliable financial solutions to its members. With a commitment to community involvement and excellent customer service, VyStar Credit Union is a top choice for individuals seeking a reliable and trustworthy financial partner.

Chase Bank, located at 837 Village Oak Lane in Lake Mary, Florida, is a full-service institution offering ATM, banking, and financial services. Please note that coin transactions are not available at this location, with cash transactions only possible through ATMs. With Business Banking, customers can benefit from expert guidance on improving cash flow, credit solutions, and payroll management. Chase also provides online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. Investment services are offered through J.P. Morgan Wealth Management, a subsidiary of JPMorgan Chase & Co. Please be aware that all account documents related to Chase products are available in English only. Chase Private Client is a specialized banking and investment service offering, subject to approval. Member FDIC.

McCoy Federal Credit Union is a financial institution located at 3540 Highway 17 in Lake Mary, Florida, United States. They offer ATM services and various financial products to their members. Please note that the website you may be visiting is not operated by McCoy Federal Credit Union, and they are not responsible for the content on the third-party website. While McCoy Federal Credit Union has approved this as a reliable partner site, please be aware that their privacy and security policies may differ from those of McCoy Federal Credit Union. It is recommended to review and assess the privacy and security policies of the website you are entering.