TOP 10 Financial review in Palm Beach, FL
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Robert Lapeter - State Farm Insurance Agent
Robert LaPeter - State Farm Insurance Agent is located at 9304 Forest Hill Boulevard in Wellington, Florida. As a local State Farm Insurance Agent, Robert LaPeter serves the communities of Wellington, West Palm Beach, Lake Worth, Boynton Beach, Jupiter, and all of Florida. With a deep understanding of the insurance and financial services challenges faced by Palm Beach County residents, Robert LaPeter and his team are dedicated to providing personalized insurance solutions to meet your needs. In addition to offering a range of insurance options such as Auto Insurance, Homeowners Insurance, Business Insurance, and Life Insurance, Robert LaPeter State Farm Insurance Agency also provides valuable resources to help you stay safe on the road. During Distracted Driving Awareness month, take advantage of the Drive Safe and Save tool to improve your driving habits and enjoy a discount on your policy.
Dylan Kruisland - State Farm Insurance Agent
Dylan Kruisland - State Farm Insurance Agent is located at 7410 Boynton Beach Boulevard in Boynton Beach, Florida. As a local insurance agency, Dylan Kruisland and his team are dedicated to providing personalized insurance coverage for all your needs. They offer a wide range of insurance options, including auto, home, life, health, and business insurance. Conveniently located in the same plaza as Flakowitz, Dylan Kruisland State Farm Insurance Agency is the perfect place to review your life insurance coverage this Spring. With a team of licensed professionals who speak English, Dutch, and Vietnamese, they are ready to assist you with all your insurance needs.
State Farm: Kelly Hagar
State Farm: Kelly Hagar is an insurance agency located at 224 South Old Dixie Highway, Jupiter, Florida, United States. Kelly Hagar, a long-time resident of Northern Palm Beach County and a Florida State University graduate, has been a State Farm Agent since 1988. Kelly and her team are dedicated to serving customers in Jupiter/Tequesta, Hobe Sound, and surrounding areas, offering a range of insurance services including Car Insurance, Home Insurance, Renters Insurance, Life Insurance, and Business Insurance. They also provide Boat Insurance and Golf Cart Insurance. Recognized for their exceptional service, Kelly's office has received awards such as the State Farm Chairman's Circle and State Farm Ambassador Travel. Kelly is actively involved in the community, volunteering with organizations that mentor at-risk youth and participating in charitable events like the Honda Classic. Voted the winner of the Palm Beach Post's Top Insurance Agents for 2020, Kelly is committed to helping customers understand and manage the risks they face every day. Whether you need insurance for your home, car, or business, Kelly and her team are here to help you protect what matters most. Visit their office or contact them today for your Personal Price Plan.
Dwayne Stevens: Allstate Insurance
Dwayne Stevens: Allstate Insurance is a trusted insurance agency located at 14630 Palm Beach Boulevard in Fort Myers, Florida. With a commitment to providing personalized insurance solutions to meet the needs of individuals and families, Dwayne Stevens and his team offer a range of insurance products including auto, home, life, and more. Their friendly and knowledgeable staff are dedicated to helping clients find the right coverage at the right price. Whether you're looking for basic coverage or comprehensive protection, Dwayne Stevens: Allstate Insurance is here to help you safeguard what matters most.
Jennifer Rodz - State Farm Insurance Agent
Jennifer Rodz - State Farm Insurance Agent is an insurance agency located at 1315 Southwest 107th Avenue in Miami, Florida. Situated across the street from FIU College in Westchester, this agency is dedicated to serving the local community and helping small businesses thrive. Jennifer Rodz, the owner, has over 15 years of experience in the insurance industry and opened this agency in December 2019. Jennifer is a Miami native with a strong connection to her community. She holds a Bachelors in Business Administration from the University of Miami and a Masters in Business Administration from Florida International University. Her goal is to provide financial protection to families through services such as home insurance, life insurance, and auto insurance. Jennifer's personal experiences have inspired her to help others prepare for unexpected life events through insurance coverage.
Dwight Richterkessing - State Farm Insurance Agent
Dwight Richterkessing - State Farm Insurance Agent is an insurance agency located at 4208 Northlake Boulevard in Palm Beach Gardens, Florida, United States. Our team is bilingual and can assist you in English and Spanish. We specialize in helping you review your Life Insurance policy to ensure it meets your current needs, especially after significant life events. We also offer advice on move insurance and driving safety tips for rural areas. Our agency can help protect you from car vandalism during Halloween and throughout the year. Our dedicated team works together to help you manage risks, recover from unexpected events, and achieve your dreams. Contact us today for all your insurance and financial service needs.
Blanca Mackrey - State Farm Insurance Agent
Blanca Mackrey State Farm Insurance Agent is located at 6159 Lake Worth Road in Lake Worth Beach, Florida. Our agency offers various types of insurance including Auto, Home, Life, Renters, Small Business, Boat, Motorcycle, and Pet Insurance. Serving the Palm Beach County area, we are dedicated to helping our clients protect their assets and loved ones. Our team is committed to providing personalized insurance plans tailored to each individual's needs. Whether you're a new resident to Florida or a small business owner, we are here to guide you through the process of finding the right insurance coverage. Stop by our office or give us a call for a free quote. Our mission is to help you manage the risks of everyday life and realize your dreams. We look forward to assisting you with all your insurance needs.
Philip Navarro, Bankers Life Agent
Philip Navarro, Bankers Life Agent is an insurance agency located at 1601 Belvedere Road in West Palm Beach, Florida. As a Bankers Life Agent, Philip Navarro offers a wide range of insurance products and services to meet the needs of individuals and families in the area. With a focus on providing personalized and comprehensive coverage, clients can trust Philip Navarro to help them navigate the complexities of insurance and find the right solutions for their unique circumstances. Whether you are looking for life insurance, health insurance, long-term care insurance, or retirement planning, Philip Navarro is dedicated to helping you protect what matters most. Visit the office today to learn more about the insurance options available and how Philip Navarro can help you secure your financial future.
Circle K
Circle K is a one-stop shop for all your convenience needs located at 5179 Palm Beach Boulevard in Fort Myers, Florida. This institution offers a wide range of services including ATM access, a cozy cafe, a well-stocked convenience store, financial services, delicious food options, quick meal takeaway, a restaurant, and a variety of items for purchase in the store. Whether you're looking to grab a quick snack, fill up your gas tank, or simply relax with a cup of coffee, Circle K has you covered. Visit us today for all your convenience needs in one convenient location.
Heller & Heller, P.A.
Heller & Heller, P.A. is a top-rated institution located at 2929 North University Drive in Coral Springs, Florida, United States. Specializing in personal injury law, the firm has over 25 years of experience in helping clients navigate legal challenges in areas such as family law and personal injury litigation. Led by Attorney William Heller, the team at Heller & Heller, P.A. is dedicated to providing real solutions to clients, rather than just legal advice. They believe in listening to their clients' needs and goals before carefully reviewing each case to determine the most effective approach. The firm values creative strategies and skillful negotiations to resolve disputes efficiently and cost-effectively, often finding solutions outside of court. Whether you are filing for divorce or seeking fair financial compensation for injuries sustained in a car accident, Heller & Heller, P.A. is committed to excellence in representing clients in Coral Springs, Boca Raton, Broward County, Palm Beach County, and Miami-Dade County along the South Florida Atlantic Coast.
Southeast Bankruptcy, LLC
Southeast Bankruptcy, LLC is a finance and lawyer institution located at 603 Village Boulevard in West Palm Beach, Florida, United States. Specializing in Chapter 7 and Chapter 13 debt elimination and reorganization, the firm has been trusted by thousands of clients, as evidenced by their positive reviews. Serving clients in Palm Beach County, Orlando, Daytona, Port St. Lucie, Brevard, Seminole, Martin, Indian River, Okeechobee, and the Highlands, Southeast Bankruptcy is committed to helping individuals and businesses achieve a fresh start by restructuring debts into affordable monthly payments. The firm stops harassing phone calls, collection letters, lawsuits, repossessions, and foreclosures, and may even reduce the amount of debt owed on certain properties. With a focus on client communication and providing affordable options for bankruptcy protection, Southeast Bankruptcy aims to alleviate financial stress and guide clients towards a new beginning. The firm offers free online evaluations and initial meetings with no obligation, ensuring that clients understand the benefits before making any decisions. With a compassionate and respectful approach, Southeast Bankruptcy helps clients navigate the complexities of bankruptcy laws to find the best solutions for their individual situations.
Casas Law, P.A.
Casas Law, P.A. is a prestigious law firm located at 580 Village Boulevard in West Palm Beach, Florida. Specializing in personal injury cases, our team of experienced lawyers has been dedicated to fighting for our clients' rights and ensuring they receive the compensation they deserve for the past three decades. Whether you have been injured in a car accident, slip and fall incident, or wrongful death case, our attorneys are here to guide you through the legal process and help you get the justice you deserve. Our team at Casas Law is known for our professionalism, knowledge, and dedication to achieving the best possible outcome for our clients. We take pride in representing the community we live and work in, and we are committed to fighting for the rights of every injured individual who seeks our help. With a focus on getting our clients the help they need and deserve, we have received numerous 5-star reviews from satisfied clients who have shared their positive experiences with our firm.
Crash Proof Retirement
Crash Proof Retirement, located at 2056 Vista Parkway in West Palm Beach, Florida, is a unique finance institution founded by Retirement Phase Expert Phil Cannella. The institution offers a one-of-a-kind retirement strategy that focuses on protecting and growing investors' nest eggs in preparation for the retirement phase of life. With over 5,000 Crash Proof® Consumers potentially earning double-digit interest returns each year, the institution provides exclusive insights on the future of the economy from leading minds in the industry. The Crash Proof Retirement System is designed to preserve principal investments at no market risk, utilizing a variety of interest-bearing investment vehicles that do not erase gains in the event of a market downturn. Phil Cannella and his team of Crash Proof® Analysts conduct Financial MRIs on current investment portfolios to identify potential risks to clients' retirement futures. Each Crash Proof® consumer receives a complimentary Annual Review to modify strategies within their customized Crash Proof Retirement System, tailored to address their unique financial concerns and retirement goals. The institution prides itself on being consumer-driven, with all Crash Proof investments completely absent of fees to protect clients from losing their principal.
Five Star Accounting And Tax Solutions
Five Star Accounting and Tax Solutions is a premier institution located in West Palm Beach, Florida, offering top-notch accounting and finance services. With a team of highly skilled professionals, we provide expert guidance and solutions to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to provide you with five-star service. Visit us at 2101 Vista Parkway to experience the difference our expertise can make in your financial success.
The Hegarty Beattie Group of Wells Fargo Advisors
The Hegarty Beattie Group of Wells Fargo Advisors, located at 3399 PGA Boulevard in Palm Beach Gardens, Florida, is a finance institution dedicated to helping individuals make sound financial decisions. With a custom-tailored Financial Strategy Action Plan, the team at The Hegarty Beattie Stewart Group will create a plan designed specifically for your unique financial needs and goals. As a client, you will benefit from a flexible and customizable planning approach, with the support of a company committed to helping investors thrive and succeed. Please note that investment products and services are offered through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. When utilizing social media, please be aware that opinions and comments are those of third parties and do not necessarily reflect the views of the institution. It is important to note that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. We recommend reviewing the terms and conditions of any third-party site to fully understand what information may be collected and maintained.
William Wills Jr. with Northwestern Mutual
William Wills Jr. with Northwestern Mutual is a finance institution located at 250 South Australian Avenue in West Palm Beach, Florida. As a part of the renowned Northwestern Mutual network, William Wills Jr. offers expert financial planning and investment services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and long-term financial security, clients can trust in the expertise and experience of William Wills Jr. and his team. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, William Wills Jr. with Northwestern Mutual is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merlin Law Group, P.A.
Merlin Law Group, P.A. is a prestigious law firm located at 222 Lakeview Avenue, West Palm Beach, Florida, United States. Specializing in property insurance claims, their team of expert attorneys is dedicated to fighting for justice for policyholders who have had their claims wrongfully delayed, denied, or underpaid. With over 35 years of experience, Merlin Law Group has successfully litigated and recovered damages exceeding $100 million in a single case. Their trial team, financial resources, and network of damage mitigation experts set them apart from competitors. From hurricanes to wildfires, they handle a wide range of property damage claims with expertise and professionalism. The firm works on a contingency fee basis, meaning there is no cost unless they win your case. The attorneys at Merlin Law Group are committed to obtaining the maximum settlement for their clients and will advance most costs pre-settlement. With a focus on educating policyholders on their rights and holding insurers accountable, Merlin Law Group aims to bridge the gap between insureds and their insurers. Clients praise the firm for their professionalism, dedication, and successful outcomes in resolving property insurance claims. If you have a property insurance claim issue, Merlin Law Group is the firm to turn to for expert legal representation.
The 401k Advisor Line
The 401k Advisor Line is located at 11440 Okeechobee Boulevard in Royal Palm Beach, Florida, United States. They offer a comprehensive 401(k) plan review to help assess the health of your retirement/benefit plan and identify areas for improvement. By scheduling a review, you can determine a baseline on performance and consider tools that may help your employees secure a better retirement. Administrative mistakes are common in retirement plans, and finding them early can save time and money. With a record number of lawsuits filed over costly and poorly performing 401(k) plans, it's more important than ever to ensure your plan meets fiduciary requirements. The 401k Advisor Line can help HR teams take the necessary steps to reduce costs, headaches, and liability associated with retirement plans. Schedule a review today to secure a better future for your employees.
The Atlantic Group
The Atlantic Group, located at 3835 PGA Boulevard in Palm Beach, Florida, is a finance institution dedicated to meeting the dynamic needs of each client at every stage of wealth. With a team that provides solutions to unique challenges and an elevated level of service, The Atlantic Group empowers decision-making with expert guidance and seamless financial management for families and futures. Offering a full suite of financial solutions, stability for today and the future, and intelligent community investment opportunities, The Atlantic Group provides bespoke investment strategies aligned with clients' financial objectives. As an extension of your team, The Atlantic Group reviews your full financial picture and connects you to a broader network of resources to provide objective, holistic, and relevant advice. From managing day-to-day finances to creating and implementing a financial plan, The Atlantic Group offers comprehensive solutions for individuals and institutions. With a focus on trust and transparency, The Atlantic Group curates wealth management solutions tailored to each client's needs and objectives. Led by a Chief Investment Officer from Rockefeller Global Family Office, The Atlantic Group offers a range of services including trust management, financial planning, and exclusive experiences through curated lifestyle advisory partners. With a commitment to maximizing success and providing innovative solutions, The Atlantic Group is dedicated to helping clients achieve their financial goals and leave a lasting legacy for themselves and their families.
Amber Bautz - Morgan Stanley
Amber Bautz - Morgan Stanley is a reputable finance institution located at 777 South Flagler Drive in West Palm Beach, Florida, United States. Specializing in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions, Amber Bautz - Morgan Stanley is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1220 Royal Palm Beach Boulevard in Royal Palm Beach, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Visit us today and let us help you achieve your financial goals.
Lenz David R
Lenz David R is an accounting and finance institution located at 9121 North Military Trail in West Palm Beach, Florida, United States. Our team of experienced professionals provides expert financial services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and manage their assets effectively. Whether you need assistance with tax preparation, investment strategies, or financial planning, Lenz David R is here to provide personalized and reliable services to meet your needs. Contact us today to learn more about how we can help you achieve financial success.
Accurate & Practical Acctng
Accurate & Practical Accounting, located in Boca Raton, Florida, is a reputable institution specializing in accounting and finance services. The founder, Sofia Moyet, holds a double major Bachelor's Degree in Accounting and Business Management & Administration from Palm Beach Atlantic College, with extensive education in areas such as Forensic Accounting, Financial Planning, Budgets, and Economics. With over 20 years of experience in both the Public and Corporate sectors, including serving as a Finance Director for a non-profit organization, Sofia is a Certified QuickBooks ProAdvisor and a member of the National Bookkeepers Association. She offers a wide range of services including teaching and training staff on QuickBooks and other accounting software, maintaining accurate bookkeeping records, financial reporting, and quality management.
digsify
Digsify is a premier vacation rental property management company located at 9903 Fuschia Circle South, Palm Beach Gardens, Florida, United States. We specialize in empowering vacation rental investments with CPA expertise, offering a unique blend of exceptional property care and expert financial management. Our journey began with managing our own AirBnB properties, where we discovered the thrill of creating memorable guest experiences while maximizing property value. With a background as Certified Public Accountants, we bring a fresh perspective to the vacation rental market, ensuring that property owners unlock the full potential of their investments with the added assurance of financial expertise.
Inheritance Advanced
Inheritance Advanced is a finance institution located at 1555 Palm Beach Lakes Boulevard, West Palm Beach, Florida, United States. Our mission is to make inheriting money a hassle-free process by providing cash advances through our Inheritance Calculator. We understand that the probate timeline can be long and filled with obstacles, which is why we offer a simple and secure process to get you the money you need upfront. Our funding executives are dedicated to explaining the process, pricing, and answering all your questions. We review the petition for Probate and Will to ensure there are enough assets in the estate to fund your advance. With our transparent process, you can receive a cash advance in as little as 3 business days, in exchange for a small portion of your inheritance.
Avis Car Rental
Welcome to Avis Car Rental at Southwest Florida International Airport in Fort Myers, Florida. Conveniently located at 11005 Terminal Access Road, our branch offers a seamless car rental experience for travelers looking to explore the beautiful city of Fort Myers and beyond. Exclusive Offers: Take advantage of our special promotion: enjoy one day free of daily time and mileage charges on rentals of intermediate (group C) to full-size four-door (group E) cars, with a minimum three-day rental. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra. Optional items and surcharges may apply. This offer is valid at Avis locations in the contiguous U.S. (excluding the New York Metro area), and an advance reservation is required.
ATM (Regions Bank)
Welcome to Regions Bank ATM located at 11881 Palm Beach Boulevard, Fort Myers, Florida 33905. As a convenient financial hub, our ATM provides a range of essential banking services designed to meet your needs, whether you're managing daily transactions or planning for the future. For an enhanced banking experience, we recommend the Regions mobile banking app, which offers secure and user-friendly access to your accounts. Please note that the privacy and security policies of the Apple App Store and Google Play Store may differ from those of Regions Bank. We encourage you to review their privacy disclosures for more information.
Joe Gibbons with Lipply Real Estate
Welcome to Joe Gibbons with Lipply Real Estate, your trusted partner in navigating the Tampa Bay real estate market. Located at 3302 U.S. 19 Alternate, Palm Harbor, Florida, Joe Gibbons brings a wealth of experience and a dedication to customer satisfaction that is second to none. As a licensed real estate professional in the State of Florida, Joe is committed to providing the highest standards of service to both buyers and sellers. Joe Gibbons is renowned for his patience, no-pressure approach, and willingness to go the extra mile for his clients. His dedication to understanding your needs ensures that your real estate journey is smooth and relaxed. Joe's expertise in analyzing market trends in Clearwater, St. Pete, and the broader Tampa Bay area positions his clients to secure the best deals in this competitive market. Whether you're a growing family, a young professional, or a retiree, Joe is here to help you find the perfect home.
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