Financial services firm in Ocala, FL
17 results found
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Bullard Law Firm, P.A.
● ClosedBullard Law Firm, P.A. is a reputable institution located at 121 Northwest 3rd Street in Ocala, Florida, United States. Specializing in various legal services, our team is dedicated to guiding you through the complexities of wills, trusts, power of attorney, health care directives, and more. We are committed to helping you protect your hard-earned assets and provide support every step of the way. Our experienced attorneys can assist aging clients and their families in navigating the requirements for Medicaid benefits and repositioning assets for protection. We also offer expertise in probate law, making the process easy to understand and manage. Additionally, we can help you select the right business entity and prepare the necessary documents for establishment with the State of Florida and IRS. If you are planning for retirement, we can help with business succession planning.
121 NW 3rd St, Ocala, FL 34475, United States -
Douglas Law Firm
● ClosedDouglas Law Firm is a reputable legal institution located at 110 North Magnolia Avenue in Ocala, Florida, United States. With a team of experienced attorneys specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the firm is dedicated to providing high-quality legal services to its clients. Whether you are facing a legal challenge or need assistance with legal matters, Douglas Law Firm is committed to representing your best interests and achieving a favorable outcome. Contact them today for a consultation.
110 N Magnolia Ave, Ocala, FL 34475, United States -
Edward Jones - Financial Advisor: John F Walker, AAMS™
● OpenEdward Jones - Financial Advisor: John F Walker, AAMS™ is a reputable financial institution located at 3879 Southeast Lake Weir Road in Ocala, Florida, United States. John F Walker, a knowledgeable and experienced financial advisor with the Accredited Asset Management Specialist (AAMS™) designation, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, John F Walker and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
3879 SE Lake Weir Rd, Ocala, FL 34480, United States -
Serviamigos Solutions LLC
● OpenServiamigos Solutions LLC is a consulting firm based in Ocala, Florida, dedicated to providing top-notch services to businesses and individuals. Our team of experts offers a wide range of solutions, from financial consulting to marketing strategies, to help our clients achieve their goals and maximize their success. With a commitment to excellence and a track record of success, Serviamigos Solutions LLC is the partner you can trust to take your business to the next level. Visit us at 7731 Southwest 139th Street Road and let us show you how we can help you succeed.
7731 SW 139th St Rd, Ocala, FL 34473, United States -
The Law Offices of Justin McMurray, PA
● OpenThe Law Offices of Justin McMurray, PA is a well-established legal institution located in Ocala, Florida. Specializing in finance and insurance law, this firm offers expert legal services to clients in need of assistance with a variety of legal matters. With a strong reputation for professionalism and success, the team at The Law Offices of Justin McMurray, PA is dedicated to providing top-notch legal representation to individuals and businesses alike. Whether you are seeking help with insurance claims, financial disputes, or any other legal issue, you can trust in the expertise and experience of this esteemed law firm. Visit their office at 603 East Fort King Street to learn more about how they can help you navigate the complexities of the legal system.
603 E Fort King St, Ocala, FL 34471, United States -
Knellinger & Associates
● ClosedKnellinger & Associates is a reputable law firm located in Gainesville, Florida, United States. Specializing in family and business law, the firm is dedicated to providing personalized services to individuals, families, and business owners in the north central Florida region. With over 40 years of experience, the team at Knellinger & Associates, led by Richard Knellinger and Aaron Blau, offers a wide range of legal services including family law, estate planning, and business law. In the realm of family law, the firm assists clients with divorce proceedings, child custody and support matters, domestic violence cases, and more. For estate planning, they work with clients to create wills, trusts, advance directives, and handle probate and trust administration. In the business law sector, they provide legal counsel for startups and established businesses on matters such as entity formation, contract law, and commercial litigation.
Bank of America Building, 2815 NW 13th St #305, Gainesville, FL 32609, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a prestigious financial institution located at 301 Southeast 17th Street in Ocala, Florida, United States. As a leading wealth management firm, Merrill Lynch offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a reputation for excellence, Merrill Lynch is committed to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you secure a prosperous financial future.
301 SE 17th St, Ocala, FL 34471, United States -
H2 Advisors
● ClosedH2 Advisors is a full-service CPA firm located at 101 Northeast 1st Avenue in Ocala, Florida. Our team of experienced professionals is dedicated to improving your business with practical strategies and valuable insights. From startup to retirement, we aim to be your trusted business partner at every stage of your business's journey. Whether you're a small or large operation, we provide accounting guidance, review, and support to help you successfully manage the challenges brought on by the "COVID COUP."
101 NE 1st Ave, Ocala, FL 34470, United States -
Blue Heron CPAs
● OpenBlue Heron CPAs is a reputable accounting firm located at 405 Southeast Osceola Avenue in Ocala, Florida, United States. Specializing in tax preparation, bookkeeping, and tax consulting services, Blue Heron CPAs is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a team of experienced and knowledgeable professionals, clients can trust Blue Heron CPAs to handle all of their accounting and finance needs with precision and expertise.
405 SE Osceola Ave #110, Ocala, FL 34471, United States -
Kathi L. Jernigan, CPA
● ClosedKathi L. Jernigan, CPA is a reputable accounting and finance institution located at 550 Northeast 25th Avenue in Ocala, Florida, United States. With years of experience and expertise in the field, the institution provides top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, Kathi L. Jernigan, CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, this institution is the go-to choice for all your accounting and finance needs.
550 NE 25th Ave, Ocala, FL 34470, United States -
Hoffman David M CPA
● ClosedHoffman David M CPA is a trusted accounting and finance institution located at 101 Northeast 1st Avenue in Ocala, Florida, United States. Our mission is to improve YOUR business all around with practical strategy and valuable insight. From startup to retirement, we are here to be your trusted business partner in every stage of your life and business. Whether you are a small business or a large, multi-million dollar operation, H2 Advisors is the ideal firm to deliver accounting guidance, review, and support. Our team of experienced tax specialists provides comprehensive tax planning and preparation for individuals and businesses.
101 NE 1st Ave, Ocala, FL 34470, United States -
Duggan, Joiner & Co. CPA's
● ClosedDuggan, Joiner & Co. CPA's is a premier accounting and finance institution located in Ocala, Florida. With a prime location at 334 Northwest 3rd Avenue, this trusted firm offers a wide range of services including tax preparation, financial planning, and audit support. Their team of experienced Certified Public Accountants are dedicated to providing top-notch financial solutions to individuals and businesses alike. Trust Duggan, Joiner & Co. CPA's for all your accounting needs in the Ocala area.
334 NW 3rd Ave, Ocala, FL 34475, United States -
Anders Retirement & Investment Advisors
● ClosedAnders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.
124 E Welbourne Ave, Winter Park, FL 32789, United States -
Russel T. Dingman - Morgan Stanley
● OpenRussel T. Dingman - Morgan Stanley is a finance institution located at 2303 Southeast 17th Street in Ocala, Florida, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Russel T. Dingman offers a wide range of financial services and expertise to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Russel T. Dingman - Morgan Stanley is dedicated to providing personalized financial solutions and exceptional service to individuals, families, and businesses in the Ocala area.
2303 SE 17th St Ste 101, Ocala, FL 34471, United States -
Stifel
● ClosedStifel is a finance institution located at 2123 Southwest 20th Place in Ocala, Florida, United States. As a leading financial services firm, Stifel offers a wide range of services including investment banking, wealth management, and asset management. With a strong commitment to providing personalized financial solutions, Stifel is dedicated to helping individuals and businesses achieve their financial goals. Visit Stifel in Ocala for expert financial advice and services tailored to your specific needs.
2123 SW 20th Pl, Ocala, FL 34471, United States -
Adams & Co PA
● OpenAdams & Co PA is a reputable accounting and finance institution located at 910 Southwest 1st Avenue in Ocala, Florida, United States. With a team of skilled professionals, they specialize in providing a wide range of financial services such as tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Adams & Co PA today to experience top-notch financial services tailored to meet your specific needs.
910 SW 1st Ave #201, Ocala, FL 34471, United States -
T3 Impact Tax Solution
● OpenT3 Impact Tax Solution is a leading tax consulting firm located at 108 North Magnolia Avenue in Ocala, Florida, United States. Our team of experienced professionals is dedicated to providing personalized tax solutions to individuals and businesses, helping them navigate the complex world of taxes with ease. From tax planning and preparation to IRS audit representation, we offer a wide range of services to meet our clients' needs. Trust T3 Impact Tax Solution to make a positive impact on your financial future.
108 N Magnolia Ave, Ocala, FL 34475, United States
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