Financial professional in Newberry, FL
26 results found
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Heritage Financial
● ClosedHeritage 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).
25125 W Newberry Rd, Newberry, FL 32669, United States -
Cornerstone Financial Group
● ClosedCornerstone Financial Group is a leading finance institution located in Gainesville, Florida. With a prime location at 5200 Newberry Road, this institution offers a wide range of financial services to clients in the area. From investment planning to retirement strategies, Cornerstone Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized attention they receive at this reputable institution. Whether you are looking to grow your wealth or secure your financial future, Cornerstone Financial Group is here to provide the guidance and support you need.
5200 Newberry Rd, Gainesville, FL 32607, United States -
Newberry Finance Department
● ClosedWelcome to the Newberry Finance Department, your trusted local government office dedicated to managing and overseeing the financial operations of the City of Newberry. Conveniently located at 25440 West Newberry Road, Newberry, Florida 32669, we are committed to ensuring transparency, accountability, and fiscal responsibility in all our financial dealings. Our experienced team of professionals works diligently to prepare and administer the city’s budget, manage revenue collections, and oversee expenditures to maintain the financial health of our community. We strive to provide exceptional service to residents, businesses, and city departments by offering accurate financial information and guidance.
25440 West Newberry Road, Newberry, Florida 32669, United States -
Newberry Billing Department
● ClosedWelcome to the Newberry Billing Department, your trusted local government office dedicated to serving the Newberry community with efficiency and professionalism. Conveniently located at 25440 West Newberry Road, Newberry, Florida 32669, we specialize in handling all your billing inquiries and transactions with care and precision. Our experienced team is committed to providing exceptional service, ensuring that all your questions and concerns are addressed promptly. Whether you need assistance with utility billing, payment processing, or general account inquiries, the Newberry Billing Department is here to help. We take pride in supporting the residents and businesses of Newberry, fostering a transparent and reliable financial environment. Visit us today and experience the dedication and expertise that our community has come to trust.
25440 West Newberry Road, Newberry, Florida 32669, United States -
Partners Insurance Agency
● ClosedPartners 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.
4040 Newberry Rd Suite 950, Gainesville, FL 32607, United States -
Diane Pierce - State Farm Insurance Agent
● ClosedDiane Pierce - State Farm Insurance Agent is a trusted insurance agency located at 122 East Park Avenue in Chiefland, Florida, United States. With over 33 years of experience in the insurance industry, Diane Pierce provides personalized recommendations to protect what matters most to you and your family. Beyond her work, Diane finds passion in the kitchen and enjoys fishing by the water's edge. The agency serves the Tri-county area as well as Alachua, Gainesville, High Springs, Newberry, and Ocala. Specializing in auto, home, business, life, health, and flood insurance, Diane and her team are committed to building lasting relationships with their clients. The agency prides itself on delivering comprehensive coverage and personalized service to ensure the security and well-being of their clients. The team at Diane D. Pierce, State Farm Insurance, consists of experienced professionals with diverse backgrounds who work together to provide top-notch customer service. Whether you're looking for insurance coverage or financial services, Diane Pierce and her team are dedicated to helping you navigate your financial journey with care and expertise.
122 E Park Ave, Chiefland, FL 32626, United States -
Curtis Law Firm
● ClosedCurtis Law Firm is a reputable institution located at 175 Northwest 138th Terrace in Newberry, Florida, United States. Specializing in finance and legal services, our team of experienced lawyers are dedicated to providing top-notch legal representation and financial advice to our clients. With a focus on integrity, professionalism, and client satisfaction, Curtis Law Firm is committed to helping individuals and businesses navigate complex legal and financial matters with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal and financial needs.
175 NW 138th Terrace, Newberry, FL 32669, United States -
American Premier Claims Consultants
● OpenAmerican Premier Claims Consultants is a premier insurance agency located at 7699 Southeast 83rd Court in Newberry, Florida, United States. With over 20 years of experience in insurance adjusting, we have successfully recovered millions of dollars for Florida residents. Our team of experts specializes in handling claims related to water damage, hurricanes, fires, theft, mold, roof damage, and lightning damage. We understand that dealing with insurance companies can be overwhelming, especially during times of crisis. That's why we are here to provide you with expert advice and guidance to ensure that you receive the best possible coverage for your property. Our experienced consultants will analyze your situation, assess costs, find solutions, and work tirelessly to help you win your case.
7699 SE 83rd Ct, Newberry, FL 32669, United States -
Capital City Investments
● OpenCapital City Investments is a leading finance institution located at 24202 West Newberry Road in Newberry, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you achieve your financial goals. With a strong track record of success and a commitment to excellence, Capital City Investments is your trusted partner in financial planning. Visit us today to see how we can help you secure your financial future.
24202 W Newberry Rd F, Newberry, FL 32669, United States -
Michelle Rafferty
● OpenMichelle Rafferty is a reputable finance institution located at 24202 West Newberry Road in Newberry, Florida, United States. With a strong focus on providing top-notch financial services and solutions, Michelle Rafferty is dedicated to helping clients achieve their financial goals and secure their future. The institution prides itself on its experienced team of professionals who offer personalized and tailored financial advice to each client. Whether you are looking to invest, save, or plan for retirement, Michelle Rafferty is committed to providing expert guidance and support every step of the way.
24202 W Newberry Rd Suite F, Newberry, FL 32669, United States -
Michelle Rafferty
● OpenMichelle Rafferty is a reputable financial institution located at 14009 West Newberry Road in Jonesville, Florida, United States. With a focus on providing top-notch financial services to individuals and businesses, Michelle Rafferty offers a wide range of financial solutions, including investment advice, retirement planning, and wealth management. The institution prides itself on its knowledgeable and experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Michelle Rafferty is committed to providing personalized and professional financial guidance.
14009 W Newberry Rd, Jonesville, FL 32669, United States -
Capital City Investments
● OpenCapital City Investments is a leading finance institution located at 14009 West Newberry Road in Jonesville, Florida, United States. Our team of experienced professionals is dedicated to providing personalized investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a wide range of services to meet your needs. Trust Capital City Investments to help you navigate the complex world of finance and secure your financial future.
14009 W Newberry Rd, Jonesville, FL 32669, United States -
Ronald Lawerence Group
● OpenThe Ronald Lawrence Group, located at 5200 Newberry Road in Gainesville, Florida, is a finance institution dedicated to helping private business owners buy and sell their companies in a confidential and professional manner. With a focus on achieving successful sales, mergers, and divestitures, the RL Group assists business owners in defining options and implementing strategies to exit their business on their own terms and at the most appropriate time. Services include advising on structuring the business for sale, preparing financial statements, valuation techniques, pricing options, and expert advice on the financial and personal ramifications of a sale or merger. Confidentiality is a key concern, with the RL Group ensuring privacy throughout the process. Clients are the owners of privately held companies, with the RL Group representing only the seller in transactions. Testimonials praise the RL Group for providing the best professional business broker services in Florida. The sale process involves analyzing all elements of the business, preparing detailed documents, and developing a marketing program to attract potential buyers. Overall, the RL Group offers a comprehensive approach to achieving successful business sales with the personal needs and financial goals of clients at the forefront.
5200 Newberry Rd # E2, Gainesville, FL 32607, United States -
TJS Accounting
● ClosedTJS Accounting is a professional accounting firm located at 14407 Southwest 2nd Place in Newberry, Florida, United States. Our team of experienced accountants provides a wide range of accounting services for individuals and businesses, including tax preparation, bookkeeping, and financial consulting. We are dedicated to helping our clients achieve their financial goals and navigate the complexities of the tax system with ease. Contact TJS Accounting today to learn more about how we can assist you with your accounting needs.
14407 SW 2nd Pl Suite F-1, Newberry, FL 32669, United States -
Block Advisors
● ClosedBlock Advisors is a trusted accounting and finance institution located at 5010 Newberry Road in Gainesville, Florida. With a team of experienced professionals, Block Advisors offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Block Advisors is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to see how we can help you manage your finances effectively and efficiently.
5010 Newberry Rd Ste A, Gainesville, FL 32607, United States -
Second Life Estate Sales & Removal
● OpenSecond Life Estate Sales & Removal is a trusted finance institution located in Newberry, Florida. We specialize in estate sales and removal services, helping our clients navigate the process of selling or liquidating their assets. With a dedicated team of professionals, we ensure a seamless and efficient experience for both buyers and sellers. Visit us at 100 Southwest 266 Street to explore our range of services and discover how we can assist you with your estate needs.
100 SW 266th St, Newberry, FL 32669, United States -
Katherine Gross - Thrivent
● ClosedKatherine 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.
7733 W Newberry Rd Ste B2, Gainesville, FL 32606, United States -
Pierce Deegan & Hodgin
● OpenPierce Deegan & Hodgin is a reputable accounting and finance institution located at 4001 Newberry Road in Gainesville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services, including tax preparation, bookkeeping, and financial planning. Clients can trust Pierce Deegan & Hodgin for their expertise and dedication to helping individuals and businesses achieve their financial goals.
4001 Newberry Rd STE A4, Gainesville, FL 32607, United States -
Roney Dos Santos Ramos - Thrivent
● ClosedRoney 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.
7733 W Newberry Rd Ste B2, Gainesville, FL 32606, United States -
H&R Block
● ClosedH&R Block in Newberry, Florida is a trusted accounting and finance institution located at 24206 West Newberry Road. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to helping you navigate the complexities of taxes and finances to achieve your financial goals. Visit us today to experience personalized and reliable services that will help you make informed financial decisions.
24206 W Newberry Rd, Newberry, FL 32669, United States -
A Plus Tax & Bookkeeping Center
● ClosedA Plus Tax & Bookkeeping Center is a trusted accounting and finance institution located at 25650 West Newberry Road in Newberry, Florida, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses. Whether you need help with filing your taxes or managing your financial records, we are here to assist you every step of the way. With our personalized approach and attention to detail, you can trust us to handle all of your accounting needs with precision and efficiency. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
25650 W Newberry Rd, Newberry, FL 32669, United States -
Little Income Tax Service
● OpenLittle Income Tax Service is a trusted accounting and finance institution located at 26102 Southwest 2 Avenue in Newberry, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, filing, or financial planning, we are here to assist you every step of the way. Trust Little Income Tax Service to help you navigate the complexities of the tax system and achieve your financial goals.
26102 SW 2 Ave, Newberry, FL 32669, United States -
Reddish & White CPAs
● ClosedReddish & White CPAs is a reputable accounting and finance institution located at 140 Southwest 128 Street in Newberry, Florida, United States. Our team of experienced and dedicated certified public accountants provides a wide range of professional services to individuals and businesses, including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of today's financial landscape. Contact us today to learn more about how Reddish & White CPAs can assist you with all of your accounting and finance needs.
140 SW 128th St suite h, Newberry, FL 32669, United States -
Jemanex, Inc.
● OpenJemanex, Inc. is a finance institution located at 13126 Southwest 2nd Lane in Newberry, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with investments, loans, or financial planning, Jemanex, Inc. is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in managing your finances effectively.
13126 SW 2nd Ln, Newberry, FL 32669, United States -
cornerstone tax
● OpenCornerstone Tax is a trusted tax institution located at 5200 Newberry Road in Gainesville, Florida. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or IRS representation, we are here to assist you every step of the way. At Cornerstone Tax, we strive to be the cornerstone of your financial success.
5200 Newberry Rd, Gainesville, FL 32607, United States -
George A Dell CPA PA
● ClosedGeorge A Dell CPA PA is a well-established accounting and finance institution located at 4001 Newberry Road in Gainesville, Florida, United States. With years of experience in the industry, our team of professionals provides top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. Trust George A Dell CPA PA to handle all of your accounting and finance needs with precision and care.
4001 Newberry Rd #2, Gainesville, FL 32607, United States
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