TOP 30 Financial products in Newberry, Florida

11 results found

Heritage Financial, located at 25125 West Newberry Road in Newberry, Florida, is a finance institution dedicated to helping individuals establish their financial heritage. With over twenty years of experience and a large client base, the team at Heritage Financial is committed to helping clients achieve their financial goals. They offer personalized financial planning and advisory services through Prosperity Capital Advisors, ensuring that each client receives a tailored plan for their unique situation. The institution also offers free educational events on various financial topics important for retirement planning. Heritage Financial provides a range of financial products and services to assist clients in creating a comprehensive financial plan. Their team includes professionals with certifications such as ChFC, CLU, CASL, and membership in the Million Dollar Round Table, ensuring that clients receive expert advice and guidance. Clients can also benefit from the institution's specialized report on how they may be impacted by IRMAA (Income-Related Monthly Adjustment Amount).

Edward Jones - Financial Advisor: Sheila K Smith, AAMS™ is a reputable finance institution located at 25349 West Newberry Road in Newberry, Florida, United States. Sheila K Smith, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sheila K Smith and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Partners Insurance Agency is a trusted insurance agency located at 4040 Newberry Road in Gainesville, Florida, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced agents are dedicated to helping you find the best coverage at the most competitive rates. Whether you are looking for auto, home, life, or business insurance, Partners Insurance Agency is here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the right insurance coverage for your needs.

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.

Bill Matchell - State Farm Insurance Agent is an insurance agency located at 140 Northwest 75 Drive in Gainesville, Florida. Serving the insurance needs of the North Central Florida area since 2003, Bill Matchell has over 10 years of experience in Claims Management in Florida. Located just a quarter mile south of Newberry Road on NW 75th Street (Tower Road), the agency offers free quotes for Auto Insurance, Home Insurance, and Life Insurance. It is recommended to have emergency kit supplies prepared ahead of time to ensure the safety of you and your family. Bill Matchell can provide advice and guidance on rebuilding your credit to help you achieve your financial goals. Additionally, some auto maintenance can be done at home to combat rising auto repair costs.

American General Life is an insurance agency located at 304 Southwest 140th Terrace in Newberry, Florida, United States. This institution offers a range of life insurance products and services to help individuals and families protect their financial futures. With a commitment to providing personalized and reliable coverage, American General Life is dedicated to helping clients find the right insurance solutions for their needs. Visit their office today to learn more about their offerings and how they can assist you in securing your financial well-being.

Greg Smith, CFP® - Raymond James is a trusted financial institution located at 24836 West Newberry Road in Newberry, Florida, United States. As a Certified Financial Planner®, Greg Smith provides expert financial advice and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to integrity, Raymond James offers a comprehensive range of financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Greg Smith and his team are dedicated to helping you secure your financial future.

Katherine Gross - Thrivent is a financial institution located at 7733 West Newberry Road in Gainesville, Florida, United States. The institution is licensed in multiple states including AL, AZ, FL, GA, IN, KY, LA, MO, NC, OH, PA, and TX. The team at Katherine Gross - Thrivent has nearly 5 decades of combined financial guidance and experience, working with a diverse range of clients to help them achieve their financial goals. As a Thrivent financial professional, Katherine Gross believes in using money as a tool to create a life rich in meaning and gratitude. Thrivent is a member-owned, fraternal benefit society, meaning they answer only to their members and prioritize their best interests. Katherine Gross provides comprehensive financial advice and guidance to clients in Gainesville and surrounding areas in Florida. The institution offers services such as financial planning, investment advisory, and insurance products. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals in those areas.

Roney Dos Santos Ramos - Thrivent is a finance institution located at 7733 West Newberry Road, Suite B2, Gainesville, Florida, United States. The institution is licensed in multiple states including AL, CA, CO, FL, GA, ID, IL, IN, KS, MI, MO, MS, NC, NJ, NY, OH, OK, SD, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products as well as securities and investment advisory services through Thrivent Investment Management Inc. Licensed agents and producers of Thrivent provide these services, with only financial advisors credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website.

Bank of America is a well-known financial institution located at 7606 West Newberry Road in Gainesville, Florida. In addition to traditional banking services, this branch also offers convenient drive-thru services for customers on the go. Whether you need to deposit a check, withdraw cash, or speak with a banking representative, the drive-thru at Bank of America makes it easy and convenient. With a commitment to excellent customer service and a wide range of financial products, Bank of America is a trusted choice for all your banking needs.

Welcome to Avalon Woods by Maronda Homes, a premier community offering new-construction, single-family homes in the heart of Newberry, Florida. Located at 24422 Northwest 16th Avenue, Newberry, FL 32669, Avalon Woods is nestled within the highly acclaimed A-Rated Alachua County School District, making it an ideal place for families seeking quality education and a vibrant community lifestyle. Discover the charm and convenience of living in Avalon Woods, where small-town tranquility meets the accessibility of big-city amenities. This community provides easy access to I-75 and is just a short drive from Gainesville, offering a perfect balance of peaceful living and proximity to urban attractions.