TOP 10 Financial services for individuals in Florida City, Florida
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Marandino & Associates - Ameriprise Financial Services, LLC
● OpenMarandino & Associates - Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard, Miami, Florida, United States. As recipients of the Ameriprise Client Experience Award in 2023, we prioritize meeting your individual goals and personal risk tolerance to provide investment, asset allocation, and portfolio recommendations. We offer regular reviews and updates to help you track progress towards your goals. With secure access to your investments and accounts from any device, we ensure a convenient and transparent client experience. Schedule a complimentary initial consultation to learn more about how we can assist you in achieving your financial objectives. Our team is dedicated to providing a great experience for our clients and we look forward to helping you navigate the financial landscape.
9150 S Dadeland Blvd # 1010, Miami, FL 33156, United States -
Merrill Lynch Financial Advisor Nicholas K Simmons
● ClosedMerrill Lynch Financial Advisor Nicholas K Simmons is a finance institution located at 8840 Southwest 136th Street in Miami, Florida, United States. The institution is known for being accessible, knowledgeable, and experienced, committed to building strong relationships with clients. The team of advisors at Merrill Lynch has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With a focus on personalized service and trust, the team aims to help individuals, families, and businesses achieve their financial goals. They offer a personalized approach to financial planning, taking into account the unique complexities of each client's life. The advisors at Merrill Lynch are dedicated to helping clients navigate the ever-changing financial landscape and stay on track to reach their goals. With a focus on understanding each client's priorities and providing tailored advice, Merrill Lynch strives to help clients achieve their financial aspirations. Whether it's wealth management, financial planning, or investment strategies, Merrill Lynch Financial Advisor Nicholas K Simmons is dedicated to helping clients live their best financial life.
8840 SW 136th St, Miami, FL 33176, United States -
Thomas Atkinson - UBS Financial Services Inc.
● OpenThomas Atkinson - UBS Financial Services Inc. is a reputable financial institution located at 550 Biltmore Way in Coral Gables, Florida, United States. As a part of UBS, a global financial services company, Thomas Atkinson offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized wealth management solutions, investment strategies, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Thomas Atkinson - UBS Financial Services Inc. is committed to providing expert guidance and support.
550 Biltmore Way, Coral Gables, FL 33134, United States -
NBE Financial Network
● ClosedNBE Financial Network is a leading finance institution located in Miami, Florida. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, NBE Financial Network is here to help. Visit us at 9370 Florida 986, Miami, Florida, United States to learn more about how we can help you secure your financial future.
9370 FL-986 Suite A-110, Miami, FL 33173, United States -
Merrill Lynch Financial Advisor Bryan Emanuel Moskowits
● ClosedMerrill Lynch Financial Advisor Bryan Emanuel Moskowits is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. The Bielfield/Moskowits Group at Merrill Lynch Wealth Management office is dedicated to providing customized advice and guidance to ensure that clients are ready to achieve their financial goals. The team offers a Goals Based Wealth Management practice, focusing on simplifying and clarifying strategies to help clients be prepared for the future. Services include Core Retirement Service, Third party investment management consulting, and Wealth transfer strategies and cash flow management. With access to global resources and specialists, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Financial advisor Bryan Moskowits, along with the team, aims to help clients navigate the complexities of their financial life and create a customized investment approach to pursue their goals. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. With a focus on understanding each client's unique needs and priorities, the team works to design an approach that reflects their financial situation. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their specific requirements. The institution also offers the latest investment insights, tips, and strategies to help clients achieve their financial objectives.
8840 SW 136th St, Miami, FL 33176, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 260 Crandon Boulevard in Key Biscayne, Florida is a full-service bank and financial institution. Offering a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options, the Bank of America Financial Center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable and friendly professionals, customers can expect personalized service and expert advice to help them make informed financial decisions. Whether you're looking to open a new account, apply for a loan, or plan for your future, the Bank of America Financial Center is here to assist you every step of the way.
260 Crandon Blvd STE 1, Key Biscayne, FL 33149, United States -
Avetrani Financial - Northwestern Mutual
● OpenAvetrani Financial - Northwestern Mutual is a finance and insurance agency located at 201 Alhambra Circle in Coral Gables, Florida, United States. With a focus on providing comprehensive financial planning services and insurance solutions, our team at Avetrani Financial is dedicated to helping clients achieve their financial goals and protect their assets. From retirement planning to risk management, we offer personalized strategies tailored to each individual's unique needs. Trust in Avetrani Financial - Northwestern Mutual for expert guidance and support in securing your financial future.
201 Alhambra Cir #703, Coral Gables, FL 33134, United States -
The Lubitz Financial Group
● ClosedThe Lubitz Financial Group is a renowned finance institution located at 2525 Ponce de Leon in Coral Gables, Florida, United States. With a strong reputation for providing expert financial services, The Lubitz Financial Group offers a wide range of financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management, our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust The Lubitz Financial Group to provide personalized and strategic financial guidance tailored to your individual needs.
2525 Ponce de Leon, Coral Gables, FL 33134, United States -
Luis Guerrero - UBS Financial Services Inc.
● OpenLuis Guerrero - UBS Financial Services Inc. is a reputable finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Luis Guerrero - UBS Financial Services Inc. is dedicated to providing personalized and tailored financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, this institution is committed to helping you make informed financial decisions.
550 Biltmore Way, Coral Gables, FL 33134, United States -
Edward Jones - Financial Advisor: David Fieber, CFP®
● ClosedEdward Jones - Financial Advisor: David Fieber, CFP® is a renowned financial institution located at 165 Wells Road in Orange Park, Florida, United States. Specializing in providing expert financial advice and planning services, David Fieber, a Certified Financial Planner, offers personalized investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is a trusted partner for individuals seeking sound financial guidance.
165 Wells Rd STE 301, Orange Park, FL 32073, United States -
Crosswicks Financial Group
● OpenCrosswicks Financial Group is a leading finance institution located at 2476 Crosswicks Road in Fleming Island, Florida, United States. We specialize in providing a wide range of financial services to clients, including investment management, financial planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Crosswicks Financial Group is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.
2476 Crosswicks Rd, Fleming Island, FL 32003, United States -
Dennis E Lott Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDennis E Lott Jr - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1555 Kingsley Avenue, Orange Park, Florida, United States. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors are equipped with the necessary knowledge and skills to provide expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution focuses on asset management, investment strategies, estate planning, retirement planning, risk management, and other financial services.
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 485 Blanding Boulevard in Orange Park, Florida, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Their personalized approach and commitment to client satisfaction make them a trusted choice for all your financial needs.
485 Blanding Blvd, Orange Park, FL 32073, United States -
Patrick Macabasco - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPatrick Macabasco is a financial advisor at Ameriprise Financial Services, LLC located at 1555 Kingsley Avenue in Orange Park, Florida, United States. Patrick specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device securely. Patrick offers complimentary initial consultations to discuss retirement, education, major purchases, and more. He is registered to conduct securities business in select states. Ameriprise Financial cannot guarantee future financial results. For more information, visit FINRA's BrokerCheck website.
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
Edward Jones - Financial Advisor: Chad Karhoff
● OpenEdward Jones - Financial Advisor: Chad Karhoff is a reputable financial institution located at 165 Wells Road in Orange Park, Florida, United States. As a dedicated financial advisor, Chad Karhoff provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Chad Karhoff is the go-to destination for individuals seeking expert financial advice and guidance.
165 Wells Rd STE 301, Orange Park, FL 32073, United States -
Christopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 405 Georgia Street, Starke, Florida, United States. The institution offers a range of certifications and designations to ensure that clients receive expert financial advice tailored to their specific needs. From the AAMS™ certification focusing on asset management to the AWMA℠ certification covering asset management needs for individuals, the advisors at Christopher Smith are well-equipped to provide comprehensive financial planning services. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Analyst® designation, ensuring that clients receive expert advice on a wide range of financial matters. Whether you are planning for retirement, estate planning, or investment management, Christopher Smith - Private Wealth Advisor is committed to providing top-notch financial services to help clients achieve their financial goals.
405 Georgia St Suite A, Starke, FL 32091, United States -
Galleon Capital Advisors - Ameriprise Financial Services, LLC
● ClosedGalleon Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 405 Georgia Street in Starke, Florida, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While future financial results cannot be guaranteed, Ameriprise Financial is committed to helping individuals achieve their financial goals. The institution is a member of FINRA and SIPC, and users of the website agree to abide by the terms and regulations outlined. Clients can refer friends or family members to the institution for financial assistance, and can expect a prompt response. Privacy and security are a top priority at Ameriprise Financial Services, LLC, with measures in place to protect client information and prevent email fraud.
405 Georgia St Suite A, Starke, FL 32091, United States -
VyStar Investments Services
● OpenVyStar Investment Services is a finance institution located at 4949 Blanding Boulevard in Jacksonville, Florida. As a trusted provider of investment services, VyStar offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, VyStar Investment Services is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or build a diversified portfolio, VyStar Investment Services is dedicated to helping you navigate the complex world of finance with confidence.
4949 Blanding Blvd #2, Jacksonville, FL 32210, United States -
Craig Edward Fertenbaugh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig Edward Fertenbaugh is a Financial Advisor at Ameriprise Financial Services, LLC located at 10365 Hood Road in Jacksonville, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Craig Edward Fertenbaugh is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
10365 Hood Rd STE 206, Jacksonville, FL 32257, United States -
Mark Cagnassola - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Cagnassola - Financial Advisor at Ameriprise Financial Services, LLC, located at 4651 Salisbury Road in Jacksonville, Florida, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Mark takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored guidance, clients can feel more confident and in control of their financial future. Mark Cagnassola is registered to conduct securities business in select states, and clients can verify his qualifications on FINRA's BrokerCheck website. The institution offers an initial consultation to provide an overview of financial planning concepts, although written analysis and recommendations are not provided during this meeting. Ameriprise Financial cannot guarantee future financial results, but strives to help clients achieve their goals through sound financial planning.
4651 Salisbury Rd #275, Jacksonville, FL 32256, United States -
Sarah Ragsdale - UBS Financial Services Inc.
● OpenSarah Ragsdale - UBS Financial Services Inc. is a leading finance institution located on East Independent Drive in Jacksonville, Florida, United States. With a strong reputation for providing expert financial advice and personalized wealth management services, clients can trust in the expertise and professionalism of the team at Sarah Ragsdale - UBS Financial Services Inc. Whether you are looking to invest, plan for retirement, or manage your assets, the institution offers a wide range of financial solutions tailored to meet your individual needs and goals. Contact Sarah Ragsdale - UBS Financial Services Inc. today to start building a secure financial future.
One Independent Drive, E Independent Dr, Jacksonville, FL 32202, United States -
Jennifer Holden, CFP, CDFA - UBS Financial Services Inc.
● OpenJennifer Holden, CFP, CDFA - UBS Financial Services Inc. is a reputable finance institution located on East Independent Drive in Jacksonville, Florida, United States. Specializing in financial planning and divorce financial analysis, Jennifer Holden and her team provide expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, they strive to help individuals and families build and protect their wealth. Whether you are planning for the future or navigating the complexities of divorce, Jennifer Holden, CFP, CDFA - UBS Financial Services Inc. is here to help you every step of the way.
One Independent Drive, E Independent Dr, Jacksonville, FL 32202, United States -
Brian Chappell, CRPS - UBS Financial Services Inc.
● OpenBrian Chappell, CRPS - UBS Financial Services Inc. is a renowned financial institution located at One East Independent Drive in Jacksonville, Florida, United States. Specializing in finance, they offer a wide range of services to help clients manage and grow their wealth. With a team of experienced professionals, they provide personalized financial solutions tailored to each individual's needs and goals. Whether you are looking to invest, plan for retirement, or secure your financial future, Brian Chappell, CRPS - UBS Financial Services Inc. is committed to helping you achieve your financial objectives.
One E Independent Dr, Jacksonville, FL 32202, United States -
Edward Jones - Financial Advisor: Chasity D Bell, AAMS™
● ClosedEdward Jones - Financial Advisor: Chasity D Bell, AAMS™ is a reputable financial institution located at 3578 Saint Johns Avenue in Jacksonville, Florida, United States. Specializing in finance, Chasity D Bell, AAMS™ provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Chasity D Bell, AAMS™ at Edward Jones is committed to helping you make informed decisions and navigate the complexities of the financial world.
3578 St Johns Ave, Jacksonville, FL 32205, United States -
Kristin Nendza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristin Nendza is a financial advisor at Ameriprise Financial Services, LLC located at 4651 Salisbury Road in Jacksonville, Florida. She offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and make adjustments as needed, Kristin helps clients track their financial journey towards retirement, education, or other major life milestones. Clients can easily access their investments and accounts from any device, ensuring secure communication and tracking of their financial progress. Kristin is registered to conduct securities business in specific states, and interested individuals can schedule a complimentary initial consultation to learn more about her services.
4651 Salisbury Rd #275, Jacksonville, FL 32256, United States -
Zach Williams - UBS Financial Services Inc.
● OpenZach Williams - UBS Financial Services Inc. is a reputable finance institution located on East Independent Drive in Jacksonville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Zach Williams - UBS Financial Services Inc. is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and experience to guide you towards a secure financial future.
One Independent Drive, E Independent Dr, Jacksonville, FL 32202, United States -
Joel Robinson Nichols, CFP, CFS - UBS Financial Services Inc.
● OpenJoel Robinson Nichols, CFP, CFS - UBS Financial Services Inc. is a leading financial institution located on East Independent Drive in Jacksonville, Florida. Specializing in providing comprehensive financial planning services, Joel Robinson Nichols and his team offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, UBS Financial Services Inc. is dedicated to helping individuals and businesses make informed decisions about their investments and financial future. Contact them today to schedule a consultation and start planning for a secure financial future.
One Independent Drive, E Independent Dr, Jacksonville, FL 32202, United States -
Jacksonville Florida Financial Planners - Dividend Financial Group
● ClosedJacksonville Florida Financial Planners - Dividend Financial Group is a leading finance institution located at 4465 Baymeadows Road in Jacksonville, Florida, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a commitment to transparency, integrity, and excellence, we strive to provide our clients with the knowledge and tools they need to make informed financial decisions. Contact us today to schedule a consultation and start planning for a secure financial future.
4465 Baymeadows Rd, Jacksonville, FL 32217, United States -
Michael Scott McCranie - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Scott McCranie is a Financial Advisor at Ameriprise Financial Services, LLC located at 1555 Kingsley Avenue in Orange Park, Florida, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Michael Scott McCranie is dedicated to providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on investment opportunities, insurance products, or financial planning for specific life stages, Michael Scott McCranie has the expertise to help you achieve your financial goals.
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
Merrill Lynch Financial Advisor Jean Paul Padilla
● ClosedMerrill Lynch Financial Advisor Jean Paul Padilla is located at 355 Alhambra Circle, Coral Gables, Florida, United States. This institution offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jean Paul Padilla can help you create a flexible financial strategy in today's changing market conditions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Jean Paul Padilla focuses on understanding your individual needs and aspirations to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. By engaging in conversations with clients, he helps identify and prioritize goals that matter most, whether it's planning for retirement, funding education, or transferring wealth to future generations.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States
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