TOP 10 Financial services for individuals in Florida City, Florida
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RPS Tax Services
● OpenRPS Tax Services is a reputable accounting and finance institution located at 4731 Northwest 53rd Avenue in Gainesville, Florida, United States. With a team of experienced professionals, RPS Tax Services offers a wide range of services including tax preparation, financial planning, and accounting solutions. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, RPS Tax Services is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to learn more about how they can help you achieve your financial goals.
4731 NW 53rd Ave #3, Gainesville, FL 32653, United States -
W G Computer Accounting Services
● ClosedW G Computer Accounting Services is a reputable accounting and finance institution located at 213 South Dillard Street in Winter Garden, Florida, United States. With a team of experienced professionals, they provide top-notch computerized accounting services to individuals and businesses in the area. Their services include bookkeeping, tax preparation, financial planning, and more. Trust W G Computer Accounting Services for all your accounting and finance needs.
213 S Dillard St STE 250, Winter Garden, FL 34787, United States -
Premier Florida Home Lending
● ClosedPremier Florida Home Lending is a leading finance institution located in the picturesque town of Celebration, Florida. Situated at 610 Sycamore Street, this institution specializes in providing top-quality lending services for individuals looking to purchase their dream homes in the Sunshine State. With a team of experienced professionals and a commitment to exceptional customer service, Premier Florida Home Lending is dedicated to helping clients navigate the complex world of home financing with ease. Whether you are a first-time homebuyer or a seasoned real estate investor, you can trust Premier Florida Home Lending to provide personalized solutions tailored to your specific needs. Contact them today to start your journey towards homeownership in Florida.
610 Sycamore St Suite 140, Celebration, FL 34747, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Fimognari Financial
● ClosedFimognari Financial is a finance institution located at 1201 Orlando Avenue, Winter Park, Florida, United States. Specializing in financial planning and investment advisory services, Fimognari Financial, led by Financial Advisor Paul G Fimognari, aims to help individuals create a holistic financial plan for success in both the present and retirement. As a registered representative of NYLIFE Securities LLC and licensed to sell insurance through New York Life Insurance Company, Fimognari Financial provides services in various states including CA, FL, GA, KS, MO, NC, NY, and SC. With a focus on prioritizing and balancing retirement savings with family expenses, Fimognari Financial offers guidance to individuals nearing or in retirement to align their money and decisions towards a common goal. The institution emphasizes the importance of life insurance as a means to leave a legacy of love and financial security.
1201 Orlando Ave #320, Winter Park, FL 32789, United States -
Wealth & Business Planning Group The Financial Quarterback
● ClosedWealth & Business Planning Group The Financial Quarterback, located at 125 South Swoope Avenue in Maitland, Florida, is a trusted institution specializing in accounting and finance services. Led by Richard E. Reyes, CFP®, The Financial Quarterback™, the team provides personalized retirement plans tailored to each client's unique goals and objectives. With a focus on helping retired and near-retired individuals achieve financial security, they offer "sleep well at night" solutions to ensure peace of mind. At Wealth & Business Planning Group, they work closely with a select number of clients who share the same qualities that make them an ideal fit for the institution. Whether it's navigating discussions about inflation or exploring investment opportunities like Bitcoin, the team is dedicated to guiding clients through the complexities of the financial world.
125 S Swoope Ave #109, Maitland, FL 32751, United States -
Merrill Lynch Financial Advisor Austin Holloway
● ClosedMerrill Lynch Financial Advisor Austin Holloway, located at 400 South Park Avenue in Winter Park, Florida, is a finance institution dedicated to helping individuals and families achieve their financial goals. With a focus on protecting families from financial blind spots and surprises, the team at Merrill Lynch has developed a comprehensive system to review each client's entire financial picture. Their mission is to understand each client's unique needs and goals, asking thoughtful questions and listening carefully to create a customized wealth management plan. By identifying and warning clients of potential financial blind spots before they happen, the team at Merrill Lynch helps clients navigate changing markets and investment opportunities.
400 S Park Ave #300, Winter Park, FL 32789, United States -
Mfm financial
● ClosedMfm Financial is a leading finance institution located at 1300 North Semoran Boulevard in Orlando, Florida, United States. With a strong reputation for providing top-notch financial services, Mfm Financial offers a wide range of financial solutions to individuals and businesses. From investment planning to wealth management, Mfm Financial is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Mfm Financial is a trusted partner for all your financial needs.
1300 N Semoran Blvd, Orlando, FL 32807, United States -
Fellowship Financial
● ClosedFellowship Financial Group, located at 630 Wymore Road in Maitland, Florida, is a finance institution that specializes in helping clients achieve reliable portfolio growth and security through conservative investment strategies. As Retirement Income Source, they are now part of a national network of Income Specialists dedicated to helping individuals generate income from their investments for a secure retirement. Founded by David J. Scranton, a renowned money manager and bestselling author, Fellowship Financial Group focuses on providing financial education to clients to help them make informed decisions about their retirement planning. The team at Fellowship Financial Group, led by Founder Michael Eastham, a CPA with over 30 years of experience in financial services, is committed to providing personalized attention and outstanding service to clients.
630 Wymore Rd #304, Maitland, FL 32751, United States -
Accounting In Motion
● ClosedAccounting In Motion is a financial institution located at 605 Waltham Avenue in Orlando, Florida, United States. Specializing in accounting and finance, Accounting In Motion LLC offers personalized financial services to individuals and businesses. Whether you are a small business owner or a large corporation, you can expect the same level of attention and expertise from our dedicated team. Our services include accounting, tax preparation, on-site QuickBooks bookkeeping, consulting, setup, and training. We also provide support as a back-up for controller, office manager, and payroll processing. With a focus on staying up-to-date with tax laws and financial trends, we are committed to providing our clients with the most relevant and accurate information.
605 Waltham Ave, Orlando, FL 32809, United States -
Otis Fleeton: Primerica - Financial Services
● OpenOtis Fleeton: Primerica - Financial Services is a reputable finance and insurance agency located at 114 West Orange Street in Altamonte Springs, Florida. With a strong focus on providing personalized financial solutions to individuals and families, Otis Fleeton and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Otis Fleeton: Primerica - Financial Services is committed to providing top-notch services and expertise to meet your needs. Visit us today to learn more about how we can help you build a solid financial foundation.
114 W Orange St STE A, Altamonte Springs, FL 32714, United States -
Centrus Financial Strategies
● ClosedCentrus Financial Strategies is a leading finance and insurance agency located at 121 South Orange Avenue in Orlando, Florida. Our team of experienced professionals is dedicated to providing comprehensive financial planning and insurance solutions to help our clients achieve their goals and secure their financial future. With a focus on personalized service and tailored strategies, we strive to empower individuals and businesses to make informed decisions and navigate the complexities of the financial world with confidence. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Centrus Financial Strategies is here to help you every step of the way.
121 S Orange Ave, Orlando, FL 32801, United States -
Merrill Lynch Financial Advisor J. Judd Peterson
● ClosedMerrill Lynch Financial Advisor J. Judd Peterson is a renowned financial institution located at 300 South Orange Avenue in Orlando, Florida, United States. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Merrill Lynch Financial Advisor J. Judd Peterson is a trusted partner for individuals and businesses seeking financial stability and success.
300 S Orange Ave Suite 800, Orlando, FL 32801, United States -
Merrill Lynch Financial Advisor Richard Dwyer
● ClosedMerrill Lynch Financial Advisor Richard Dwyer is a renowned finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. With a strong reputation for providing expert financial advice and personalized investment strategies, Richard Dwyer and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Richard Dwyer is dedicated to helping you navigate the complexities of the financial world with confidence and success.
300 S Orange Ave Suite 800, Orlando, FL 32801, United States -
Winn Partners Financial Group
● ClosedWinn Partners Financial Group is a leading finance institution located at 111 North Orange Avenue in Orlando, Florida, United States. With a focus on providing top-notch financial services, Winn Partners is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, Winn Partners Financial Group is committed to delivering exceptional results. Contact them today to learn more about how they can help you secure your financial future.
111 N Orange Ave #1000, Orlando, FL 32801, United States -
Dorman Financial Management
● ClosedDorman Financial Management is a reputable finance institution located at 557 Wymore Road in Maitland, Florida, United States. Our team of experienced financial experts is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. Whether you are looking to invest, plan for retirement, or secure a loan, our institution offers a range of financial solutions tailored to meet your specific needs. Trust Dorman Financial Management to provide you with sound financial advice and strategies to help you build a secure financial future.
557 Wymore Rd #201, Maitland, FL 32751, United States -
United Planners Financial Services
● OpenUnited Planners Financial Services is a finance institution located at 1584 Francois Court in Oviedo, Florida, United States. They specialize in providing comprehensive financial planning services to individuals and businesses, helping clients achieve their long-term financial goals. With a team of experienced financial advisors, United Planners Financial Services offers personalized investment strategies, retirement planning, estate planning, and more. Their commitment to integrity, transparency, and client satisfaction sets them apart as a trusted partner in financial management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, United Planners Financial Services is dedicated to helping you secure a stable financial future.
1584 Francois Ct, Oviedo, FL 32765, United States -
Payne Financial Group
● ClosedPayne Financial Group is a leading finance institution located at 1052 Willa Springs Drive in Winter Springs, Florida, United States. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Payne Financial Group is here to provide personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.
1052 Willa Springs Dr, Winter Springs, FL 32708, United States -
S V Accounting & Tax Services
● ClosedS V Accounting & Tax Services is a reputable institution located at 911 North Main Street in Kissimmee, Florida. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust S V Accounting & Tax Services for all your financial needs in Kissimmee, Florida.
911 N Main St # 9B, Kissimmee, FL 34744, United States -
Aether Financial Group
● ClosedAether Financial Group is a reputable finance institution located at 147 East Lyman Avenue in Winter Park, Florida, United States. We specialize in providing comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management, Aether Financial Group is here to help you navigate the complexities of the financial world with confidence and expertise. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
147 E Lyman Ave Suite E, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Jessica Reuss
● ClosedMerrill Lynch Financial Advisor Jessica Reuss is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and goals to help you achieve your financial aspirations. By engaging in one-on-one conversations, they aim to create personalized plans that align with your individual needs and desires. The institution offers a range of services, including wealth management, investment advice, and financial planning to help you pursue your life goals and plan for your legacy. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is committed to providing tailored solutions to help address your financial needs. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Jessica Reuss can assist you in making informed decisions to reach your financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch aims to help you achieve financial success and secure your future.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Freedomtax Accounting, Payroll & Tax Services
● OpenFreedomtax Accounting, Payroll & Tax Services is a professional institution located in Kissimmee, Florida, United States. Specializing in accounting, finance, and legal services, they offer expert guidance and support for individuals and businesses alike. From tax preparation and payroll management to financial planning and legal consultations, their experienced team is dedicated to helping clients navigate the complexities of the financial world with ease. With a convenient location at 1016 East Osceola Parkway, Freedomtax Accounting, Payroll & Tax Services is committed to providing top-notch services to meet all of your financial needs.
1016 E Osceola Pkwy, Kissimmee, FL 34744, United States -
Merrill Lynch Financial Advisor Kevin E Barry
● ClosedMerrill Lynch Financial Advisor Kevin E Barry, located at 400 South Park Avenue, Winter Park, Florida, United States, is a finance institution dedicated to helping individuals achieve their financial goals. The team at Merrill Lynch has a passion for protecting families from financial blind spots and offers a comprehensive system to review and identify surprises in a client's financial picture. With a focus on family values, honesty, integrity, and care, the team at Merrill Lynch always prioritizes the best interest of their clients. The mission of Merrill Lynch Financial Advisor Kevin E Barry is to understand each client's unique needs and goals, asking smart questions and listening carefully to create a customized wealth management plan. The team at Merrill Lynch works to identify and warn clients of financial blind spots before they happen, helping them reach their personal financial goals while managing investment risk. By using wealth to turn goals into reality, Merrill Lynch aims to provide thoughtful investment guidance aligned with the goals that matter most to their clients. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, with access to the global resources of Merrill to help clients achieve their financial goals. With a focus on getting to know each client personally and understanding what matters most to them, Merrill Lynch Financial Advisor Kevin E Barry offers a personalized approach built around life priorities and the advice needed to address fluctuations in the market and changes in life circumstances. Let Merrill Lynch help you achieve your financial goals and navigate the complexities of your financial life.
400 S Park Ave #300, Winter Park, FL 32789, United States -
Security Financial Management
● ClosedSecurity Financial Management is a reputable finance institution located at 2420 South Lakemont Avenue in Orlando, Florida, United States. We specialize in providing expert financial management services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or plan for retirement, Security Financial Management is here to help you navigate the complex world of finance with confidence and ease. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2420 S Lakemont Ave Suite 120, Orlando, FL 32814, United States -
Wallman Financial
● ClosedWallman Financial is a reputable finance institution located at 4884 New Broad Street in Orlando, Florida, United States. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced financial experts is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wallman Financial is here to guide you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
4884 New Broad St Suite 319, Orlando, FL 32814, United States -
Regal Financial Group
● ClosedRegal Financial Group is a reputable finance institution located at 13665 Dornoch Drive in Orlando, Florida, United States. With a focus on providing top-notch financial services, Regal Financial Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Regal Financial Group is here to help. Trust in Regal Financial Group for all your financial needs.
13665 Dornoch Dr, Orlando, FL 32828, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable institution located at 12001 Research Parkway in Orlando, Florida, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to individuals and businesses. With a strong focus on customer satisfaction and financial well-being, TIAA is committed to providing expert advice and tailored solutions to help clients achieve their financial goals. Visit TIAA Financial Services today for all your banking, investment, and insurance needs.
12001 Research Pkwy Office #236, Orlando, FL 32826, United States -
Medivest Allocation Services
● ClosedMedivest Allocation Services is a finance institution located at 2100 Alafaya Trail in Oviedo, Florida, United States. Specializing in allocation services, Medivest helps individuals and businesses effectively manage their financial assets and investments. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique goals and needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Medivest Allocation Services can provide expert guidance and support every step of the way. Visit their office in Oviedo or contact them today to learn more about how they can help you achieve your financial objectives.
2100 Alafaya Trail #201, Oviedo, FL 32765, United States -
First Down Financial, Inc
● ClosedFirst Down Financial, Inc is a finance institution located at 1942 West County Road 419 in Chuluota, Florida, United States. We specialize in providing a wide range of financial services to our clients, including loans, investment advice, and financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to purchase a new home, start a business, or save for retirement, First Down Financial, Inc is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
1942 County Rd 419 #1030, Chuluota, FL 32766, United States -
Global South Services
● ClosedGlobal South Services is a leading institution located at 9145 Narcoossee Road in Orlando, Florida. We specialize in providing a wide range of services to individuals and businesses in the Global South region. Our team of experienced professionals is dedicated to delivering high-quality solutions tailored to meet the unique needs of our clients. Whether you are looking for consulting services, educational programs, or business support, Global South Services has the expertise and resources to help you succeed. Contact us today to learn more about how we can assist you in achieving your goals.
9145 Narcoossee Rd, Orlando, FL 32827, United States
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