TOP 10 Financial services for individuals in Florida City, Florida
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Merrill Lynch Financial Advisor Eric K Sorensen
● ClosedMerrill Lynch Financial Advisor Eric K Sorensen is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to create a personalized financial strategy that aligns with your individual needs. Through one-on-one conversations and in-depth communication, they strive to get to know you and your family on a personal level to help you pursue your life goals and plan your legacy. Their mission is to understand what matters most to you and to work with you to create a comprehensive financial plan that can help you manage investment risk while pursuing your personal financial goals. By asking smart questions, listening carefully, and gaining a detailed understanding of your current financial situation and future aspirations, the team at Merrill Lynch can help you design a strategy that aligns with your unique needs.
8840 SW 136th St, Miami, FL 33176, United States -
A&Q Administration Services LLC
● ClosedA&Q Administration Services LLC is a reputable accounting and finance institution located at 14123 Southwest 66th Street in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of services including bookkeeping, tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
14123 SW 66th St E5, Miami, FL 33183, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors in Aventura, Florida is a leading finance institution offering expert financial advice and services to individuals and businesses. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized strategies and investment solutions. Whether you are planning for retirement, managing your wealth, or seeking guidance on estate planning, our professionals are here to provide comprehensive support and guidance. Visit us at our Aventura location to discover how Morgan Stanley Financial Advisors can help you secure your financial future.
20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, United States -
Mengar Automotive Financial solutions
● ClosedMengar Automotive Financial Solutions is a finance institution located at 782 Northwest 42nd Avenue in Miami, Florida, United States. Specializing in providing financial solutions for the automotive industry, Mengar offers a range of services to help individuals and businesses with their financing needs. With a team of experienced professionals, Mengar Automotive Financial Solutions is dedicated to helping clients navigate the complexities of automotive finance and find the best possible solutions for their unique situations. Whether you are looking to purchase a new vehicle, refinance an existing loan, or explore leasing options, Mengar Automotive Financial Solutions is here to assist you every step of the way.
782 NW 42nd Ave, Miami, FL 33126, United States -
Carlyle Financial Group
● OpenCarlyle Financial Group is a reputable finance institution located in Miami, Florida, United States. With a prime location at 8950 Southwest 74th Court, Carlyle Financial Group offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, mortgage services, or wealth management, Carlyle Financial Group is committed to delivering top-notch service and expertise. Trust Carlyle Financial Group for all your financial needs.
8950 SW 74th Ct, Miami, FL 33156, United States -
Credit Repair Services
● OpenCredit Repair Services, located at 14261 Southwest 120th Street in Miami, Florida, is a finance institution dedicated to assisting individuals in need of reliable and impartial reviews of credit repair companies. Our goal is to help you make the best choice when seeking assistance with your credit. Every situation is unique, which is why we encourage you to review your credit score with one of our experienced credit consultants to determine your starting point. Understanding your credit score is the first step towards financial empowerment, as it allows you to make informed decisions and take control of your credit to work towards achieving your financial goals.
14261 SW 120th St, Miami, FL 33186, United States -
English Financial Group
● ClosedEnglish Financial Group is a leading finance institution located at 139 Council Moore Road in Crawfordville, Florida, United States. Specializing in a wide range of financial services, the institution offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, English Financial Group is dedicated to providing top-notch customer service and personalized financial strategies tailored to each client's unique needs. Whether you are looking to invest, save for the future, or secure a loan, English Financial Group is here to help you every step of the way.
139 Council Moore Rd, Crawfordville, FL 32327, United States -
Princeton Financial
● OpenPrinceton Financial is a reputable finance institution located at 12555 Orange Drive in Davie, Florida, United States. With a commitment to providing top-notch financial services, Princeton Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Princeton Financial are here to help. Trust in Princeton Financial to provide you with expert guidance and personalized solutions to meet your financial needs.
12555 Orange Dr #103, Davie, FL 33330, United States -
Sean Walker - Bright Life Wealth Group - Ameriprise Financial Services, LLC
● ClosedSean Walker - Bright Life Wealth Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 8950 Southwest 74th Court, Miami, Florida, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. The institution offers a complimentary initial consultation to help individuals plan for a more confident financial future. Backed by the Ameriprise Investment Research Group, clients receive expert guidance on market conditions and investment impacts. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Sean Walker, a member of Ameriprise Financial, is dedicated to helping clients achieve their financial goals. Reach out to schedule a consultation and discuss what's most important to you. Please refer to FINRA's BrokerCheck website for more information on Sean Walker's qualifications and registered states. Invest with confidence at Ameriprise Financial Services, LLC.
8950 SW 74th Ct Suite 2201, Miami, FL 33156, United States -
Legacy Financial Group
● ClosedLegacy Financial Group is a leading financial institution located at 3150 Southwest 38th Avenue in Coral Gables, Florida, United States. As a finance institution, Legacy Financial Group offers a wide range of services including investment management, financial planning, retirement planning, and estate planning. With a team of experienced financial advisors, Legacy Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Financial Group is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
3150 SW 38th Ave, Coral Gables, FL 33146, United States -
Financial Forensic Group
● OpenThe Financial Forensic Group is a leading institution specializing in accounting and finance services, located at 2525 Ponce de Leon in Coral Gables, Florida, United States. With a team of expert professionals, they provide comprehensive financial analysis, investigation, and litigation support to clients in need of forensic accounting services. Their meticulous attention to detail and commitment to uncovering financial discrepancies make them a trusted partner for businesses and individuals seeking to protect their assets and ensure financial integrity.
2525 Ponce de Leon Ste 300, Coral Gables, FL 33134, United States -
Kirtland Financial Management
● ClosedKirtland Financial Management is a premier finance institution located at 100 Almeria Avenue in Coral Gables, Florida, United States. Our team of experienced financial experts is dedicated to providing top-notch financial planning and management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Kirtland Financial Management is here to help you achieve your financial goals. Contact us today to schedule a consultation and take control of your financial future.
100 Almeria Ave STE 302, Coral Gables, FL 33134, United States -
The Americas Team - UBS Financial Services Inc.
● OpenThe Americas Team - UBS Financial Services Inc. is a renowned finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. With a strong presence in the Americas region, this institution offers a wide range of financial services to clients, including wealth management, investment banking, and asset management. The team at UBS is dedicated to providing personalized solutions to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and a global network of resources, The Americas Team - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice and services.
550 Biltmore Way, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Joseph A. Gutierrez
● ClosedMerrill Lynch Financial Advisor Joseph A. Gutierrez is a CERTIFIED FINANCIAL PLANNER™ professional, International Wealth Advisor, and Senior Vice President at Merrill Lynch Wealth Management in Miami, Florida. With over 25 years of experience in the financial services industry, Joseph provides personalized investment advice, guidance, and education to individuals, families, and businesses to help them grow and preserve their wealth. He prioritizes his clients' best interests and aims to deliver top-notch strategies and service to help them achieve their financial goals. Located at 701 Brickell Avenue, Joseph and his team at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Joseph and his team are dedicated to helping you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a tailored approach to address your financial needs and help you reach your goals. As your life and goals evolve, they will regularly review and adjust your financial approach to keep you on track. By getting to know you personally and understanding your priorities, Joseph can design and implement a personalized plan to manage investment risk and help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor Joseph A. Gutierrez in Miami, Florida, to start working towards your financial goals today.
701 Brickell Ave 10th floor, Miami, FL 33131, United States -
Money Fast Tax Services
● OpenMoney Fast Tax Services is a reputable accounting and finance institution located at 12260 Southwest 8th Street in Miami, Florida. Our team of experienced professionals is dedicated to providing fast and efficient tax services to individuals and businesses. Whether you need help with tax preparation, filing, or planning, we are here to assist you every step of the way. Trust Money Fast Tax Services for all your financial needs and experience top-notch service in a timely manner.
12260 SW 8th St #116, Miami, FL 33184, United States -
Merrill Lynch Financial Advisor Michael Romanchuk
● ClosedMerrill Lynch Financial Advisor Michael Romanchuk, located at 200 South Biscayne Boulevard in Miami, Florida, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes and Barron's for their outstanding wealth management services, the advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and banking solutions from Bank of America, the team works closely with clients to design and implement personalized financial plans to help them pursue their goals while managing investment risk. By understanding each client's unique needs and priorities, the advisors at Merrill Lynch create customized investment approaches that reflect their personality and life priorities. With a focus on ongoing communication and monitoring, the team helps clients stay on track to achieve their financial goals. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael Romanchuk is committed to helping clients live their best financial life.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Farah Financial Group
● ClosedFarah Financial Group is a leading finance institution located at 10250 Normandy Boulevard in Jacksonville, Florida, United States. Specializing in financial services, Farah Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, Farah Financial Group is dedicated to helping you secure a stable financial future.
10250 Normandy Blvd UNIT 601, Jacksonville, FL 32221, United States -
Das Financials Inc
● ClosedDas Financials Inc is a finance institution located at 3320 Park Street in Jacksonville, Florida. With over 36 years of experience, our Certified Financial Planner and Chartered Accountant, Arun Kaushal, provides consulting, accounting, tax, and insurance services to individuals, small businesses, corporations, self-employed professionals, trusts, and estates. Our team is dedicated to upholding high ethical and educational standards to ensure that our clients receive the best financial planning recommendations. Let us help you navigate the complexities of the financial world and develop a comprehensive plan for your financial future. Contact us today to take the hassle out of managing your finances!
3320 Park St, Jacksonville, FL 32205, United States -
PCP Financial
● OpenPCP Financial is a leading financial institution located at 2700 Riverside Avenue in Jacksonville, Florida, United States. With a strong commitment to providing top-notch financial services, PCP Financial offers a wide range of solutions to meet the diverse needs of individual and corporate clients. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, PCP Financial is here to help. Visit us today and experience the difference that our personalized approach to finance can make in your life.
2700 Riverside Ave #3, Jacksonville, FL 32205, United States -
First Command Financial Advisor - John Hess
● ClosedFirst Command Financial Advisor - John Hess is a finance institution located at 590 Wells Road, Orange Park, Florida, United States. This institution provides financial services to its clients, helping them achieve their financial goals and secure their financial future. The institution operates with integrity and transparency, as evidenced by the voluntary client testimonials it receives. First Command does not provide any direct or indirect compensation to clients for testimonials, ensuring that the feedback is genuine and unbiased. While individual experiences may vary, clients can trust in the professionalism and expertise of First Command Financial Advisor - John Hess to guide them towards financial success.
590 Wells Rd Suite 2, Orange Park, FL 32073, United States -
Intensive Financial Service lnc., CPA
● OpenIntensive Financial Service Inc., CPA is a professional accounting and finance institution located at 9211 103rd Street in Jacksonville, Florida, United States. Our team consists of Tax Accountants, Certified Public Accountants, Bookkeepers, Advisors, and Certified QuickBooks® ProAdvisors. As a locally owned and operated business, we provide a wide range of financial services to individuals and businesses. Contact us for a quote on our services.
9211 103rd St Lot 42, Jacksonville, FL 32210, United States -
Coastal Financial Strategies
● ClosedCoastal Financial Strategies, located at 165 Wells Road in Orange Park, Florida, is a finance institution dedicated to providing premier financial strategies. Led by Michael J Sousou, a highly qualified Financial Planner with designations including CLU, ChFC, LUTCF, and CRPS, the institution focuses on personalized and client-focused financial planning services. With a mission to maintain the highest standards of Integrity and Professionalism, Coastal Financial Strategies treats each client as unique and important. In addition to traditional financial planning services, the institution is also involved in SpecialCare planning and supports the Wounded Warrior Project, assisting wounded warriors and their families with financial planning.
165 Wells Rd STE 204, Orange Park, FL 32073, United States -
Corporation Service Company
● ClosedCorporation Service Company is a leading finance institution located at 1201 Hays Street in Tallahassee, Florida, United States. With a strong reputation for providing top-notch financial services, Corporation Service Company is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, their team of experts is committed to delivering personalized solutions tailored to each client's unique needs. Trust Corporation Service Company to provide you with the financial guidance and support you need to secure a prosperous future.
1201 Hays St, Tallahassee, FL 32301, United States -
Flow Financial
● OpenFlow Financial is a premier finance institution located at 1536 Silver Street in Jacksonville, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how Flow Financial can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
1536 Silver St, Jacksonville, FL 32206, United States -
Comprehensive Financial Consultants - UBS Financial Services Inc.
● OpenComprehensive Financial Consultants - UBS Financial Services Inc. is a leading finance institution located at One East Independent Drive in Jacksonville, Florida, United States. Our team of experienced financial consultants provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, our experts are here to assist you every step of the way. With a strong reputation for excellence and a commitment to personalized service, we strive to deliver the highest level of financial guidance to our clients. Visit us today to see how we can help you secure a brighter financial future.
One E Independent Dr, Jacksonville, FL 32202, United States -
Lincoln Financial Advisors Corp
● ClosedLincoln Financial Advisors Corp is an independent broker-dealer located at 1 Independent Drive, Jacksonville, Florida, United States. Our financial professionals are dedicated to building long-term client relationships and providing personalized solutions for individuals and business owners. We offer fee-based financial planning services to help clients develop estate, business succession, retirement, and financial plans. Our firm is a member of SIPC and offers investment advisory services through Lincoln Financial Advisors Corp. or Sagemark Consulting. We are not affiliated with Lincoln Financial Group or any of its affiliates. For more information about our services and fees, please refer to our Form CRS - Customer Relationship Summary.
1 Independent Dr, Jacksonville, FL 32202, United States -
VALIC Financial Advisors
● ClosedVALIC Financial Advisors is a reputable finance institution located at 653-1 8th Street West in Jacksonville, Florida, United States. They provide a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced advisors, VALIC Financial Advisors offers personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, VALIC Financial Advisors can help you navigate the complex world of finance with confidence and peace of mind.
653-1 8th St W, Jacksonville, FL 32209, United States -
Merrill Lynch Financial Advisor Agnes Scott
● ClosedMerrill Lynch Financial Advisor Agnes Scott, located at 50 North Laura Street in Jacksonville, Florida, is dedicated to providing personalized financial guidance to a diverse clientele since 1989. Agnes takes the time to truly understand each client's unique financial goals and challenges, offering comprehensive planning and investment strategies tailored to their individual needs. With a focus on building strong client relationships based on trust and personalized service, Agnes and her team at Merrill Lynch Wealth Management strive to help clients achieve their financial aspirations, whether it's planning for retirement, purchasing a home, funding education, or passing wealth to future generations. By utilizing the global resources of Merrill, Agnes is able to offer a wide range of financial solutions and expertise to help clients navigate the complexities of wealth management. With a commitment to ongoing communication and review of financial goals, Agnes ensures that clients can adapt their financial approach as their lives and priorities evolve. Partner with Agnes Scott at Merrill Lynch to turn your financial goals into reality.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV
● ClosedMerrill Lynch Financial Advisor Benjamin A. Oxnard IV is located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on building and maintaining strong relationships with clients, Ben is passionate about helping individuals and families make important financial decisions. He prides himself on creating lasting connections with clients through a goals-based wealth management approach, providing personalized investment advice and guidance. Ben has experience assisting clients with various financial milestones such as retirement planning, education funding, inheritance, and business sales. He also specializes in managing concentrated stock positions and minimizing tax liabilities. Ben graduated from James Madison University with a B.S. in Psychology and has been with Merrill since 2012. In his free time, he enjoys spending time near the water, playing golf, and relaxing with his family. Ben serves as an Assistant Wrestling Coach at the Episcopal School of Jacksonville and is on the Board of Directors for the St. Johns Riverkeeper. With access to the global resources of Merrill, Ben's team is dedicated to providing personalized service and building strong client relationships based on trust. As a Registered Senior Wealth Management Client Associate, Ben focuses on helping clients achieve their financial goals by creating customized investment strategies tailored to their individual needs and priorities. By utilizing the Investment Personality Assessment, Ben can better understand clients' investing preferences and create a financial approach that aligns with their goals. Whether clients are planning for future healthcare expenses, funding education, or passing wealth to future generations, Ben works closely with them to develop a comprehensive financial strategy. As life and goals change, Ben's team helps clients adjust their financial approach to reflect these changes and stay on track to achieve their objectives. Through ongoing communication and regular reviews, Ben ensures that clients' financial plans remain aligned with their evolving needs and market conditions. By focusing on the client's priorities and providing personalized advice, Ben helps individuals navigate financial transitions and make informed decisions to secure their financial future. Whether clients are planning for retirement, funding education, or managing tax liabilities, Ben's team is dedicated to providing comprehensive financial solutions tailored to their unique needs. With a commitment to putting clients first, Ben works with clients to create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ben helps clients navigate the complexities of their financial lives and build customized investment strategies to pursue their objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ben offers a comprehensive approach to addressing clients' financial needs. Contact Ben Oxnard at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
The Center For Confidence, LLC
● ClosedThe Center for Confidence, LLC is a finance institution located at 476 Riverside Avenue in Jacksonville, Florida. We specialize in providing expert financial advice and services to help individuals and businesses build confidence in their financial decisions. Our team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you every step of the way. Visit us today to see how we can help you gain the confidence you need to succeed financially.
476 Riverside Ave Suite 2002, Jacksonville, FL 32202, United States
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