The 30 Best Financial services for seniors in Fort Myers, Florida

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Gulf Coast Educators Insurance & Wealth Management is a leading finance, health, and insurance agency located at 2590 Northbrook Plaza Drive in Naples, Florida, United States. Our dedicated team of independent insurance agents, financial advisors, and Medicare Benefits specialists work tirelessly to provide tailored products and services to Florida families. We prioritize our clients' best interests and strive to find the best home, auto, and life insurance coverage at affordable rates. Additionally, our financial professionals empower individuals and families to make informed decisions for their long-term financial stability. We specialize in helping retirees achieve comfortable and well-deserved retirements, as well as assisting educators, public service employees, and small business owners with their insurance and financial needs. With offices in Naples and Fort Myers, we are local, approachable, and committed to helping our clients achieve a comfortable future. Contact us today to learn more about how we can help you protect your assets and secure your financial future.

Sebanda Insurance is a trusted insurance agency located at 17240 South Tamiami Trail in Fort Myers, Florida, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you're looking for auto, home, life, or business insurance, we have you covered. With years of experience in the industry, we strive to offer top-notch customer service and competitive rates. Contact us today to discuss your insurance needs and let us help you find the perfect coverage for your peace of mind.

Kennie Day, Bankers Life Agent is a reputable insurance agency located at 13461 Parker Commons Boulevard in Fort Myers, Florida, United States. As a dedicated Bankers Life Agent, Kennie Day provides personalized insurance solutions to clients looking to protect their financial future. With a strong focus on customer service and expertise in the insurance industry, Kennie Day is committed to helping individuals and families find the right coverage to meet their needs. Whether you are in need of life insurance, long-term care insurance, or retirement planning services, Kennie Day, Bankers Life Agent is here to provide you with the guidance and support you need.

Bankers Life, located at 13461 Parker Commons Boulevard in Fort Myers, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. At Bankers Life, we are here to help you prepare for the future and have important discussions with your loved ones. We are currently recruiting for agent, manager, and investment professional positions, offering award-winning training programs and opportunities for career advancement. Join us at Bankers Life and help your community achieve a financially secure retirement.

HealthMarkets Insurance Agency is a trusted institution located at 13791 Metropolis Avenue in Fort Myers, Florida, United States. Specializing in health insurance, they offer a wide range of coverage options to meet the needs of individuals and families. With a team of knowledgeable agents, HealthMarkets is dedicated to helping clients find the right insurance plan for their specific needs and budget. Whether you are looking for coverage for yourself, your family, or your business, HealthMarkets Insurance Agency is committed to providing excellent service and personalized solutions.

Ralph MacNiven - State Farm Insurance Agent is a trusted insurance agency located at 3765 Airport-Pulling Road North in Naples, Florida. Serving residents of Naples, Bonita Springs, and South Fort Myers, the agency offers a wide range of insurance services including Auto, Life, Financial, Hospital Income, Home, Renter’s, Condo, Pet, Motorcycle, Boat, RV, Golf Cart, and Business Insurance. With over 155 years of combined State Farm Team Experience, the agency is dedicated to providing outstanding service and protecting what's important to customers. The team of licensed Insurance Professionals is available to help with personalized insurance coverage tailored to individual needs. Contact the office for a free quote on Auto, Home, or Life Insurance. Additionally, the agency provides valuable information on topics such as drunk driving prevention, financial wellness, and 529 plan rules. State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products. For more information, visit the office or call (239) 261-8287.

Wade Sites, Bankers Life Agent is an insurance agency located at 13461 Parker Commons Boulevard in Fort Myers, Florida, United States. Specializing in providing personalized insurance solutions, their experienced team of agents work with clients to find the best coverage options for their individual needs. Whether it's life insurance, retirement planning, or long-term care insurance, Wade Sites, Bankers Life Agent is dedicated to helping clients protect what matters most. With a commitment to exceptional customer service and a strong reputation for reliability, they are a trusted choice for insurance in the Fort Myers area.

FineMark National Bank & Trust is a trusted institution located at 8695 College Parkway in Fort Myers, Florida, United States. As a full-service bank, we offer a wide range of banking, trust, and investment services to meet the needs of our clients. Our commitment to excellence extends beyond our services, as we strive to make a positive impact in the communities we serve. In our video resource library, you can find helpful tutorials on managing your online accounts and customizing your banking experience. Our private wealth advisors and senior bankers also share their expertise on various financial topics to keep you informed and financially savvy.

Coppin Ferry Insurance: Allstate Insurance is a reputable insurance agency located at 9671 Gladiolus Drive in Fort Myers, Florida. Specializing in providing a wide range of insurance products and services, including auto, home, renters, and life insurance, Coppin Ferry Insurance is dedicated to helping individuals and families protect what matters most. With a team of knowledgeable and friendly agents, customers can expect personalized service and expert guidance in finding the right insurance coverage to fit their needs. Trust Coppin Ferry Insurance: Allstate Insurance for reliable and comprehensive insurance solutions.

Welch Insurance is a reputable insurance agency located at 8890 Salrose Lane in Fort Myers, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With a commitment to excellent customer service and a focus on building long-lasting relationships, Welch Insurance is the go-to agency for all your insurance needs in the Fort Myers area. Contact us today to see how we can help protect what matters most to you.

Harrod Insurance Agency, located at 13130 Westlinks Terrace in Fort Myers, Florida, is a trusted insurance agency that works with multiple carriers to provide the best coverage at competitive prices. Led by senior agent and sales coordinator Erick, our team specializes in auto, home, commercial auto, recreational vehicles, and umbrella insurance. As a family owned and operated agency, we prioritize personalized service and take the time to understand each client's unique needs. Whether you need to set up a new policy or review your existing coverage, our team is here to help. Contact us today to discuss your insurance needs and receive expert advice on the best solutions for you.

Delta Insurance Inc is a reputable insurance agency located at 18070 South Tamiami Trail in Fort Myers, Florida. With a strong commitment to providing top-notch insurance solutions to individuals and businesses, Delta Insurance Inc offers a wide range of insurance products including auto, home, life, and commercial insurance. Our experienced agents are dedicated to helping clients find the best coverage options that suit their unique needs and budget. Whether you are looking for personal or business insurance, Delta Insurance Inc is here to provide you with exceptional service and peace of mind. Contact us today to learn more about our insurance offerings and how we can help protect what matters most to you.

Gabriel Zapata, Bankers Life Agent is a reputable insurance agency located at 13461 Parker Commons Boulevard in Fort Myers, Florida. Specializing in providing comprehensive insurance solutions, Gabriel Zapata and his team are dedicated to helping individuals and families protect their financial future. With a strong focus on personalized service and tailored insurance plans, clients can trust Gabriel Zapata, Bankers Life Agent to provide them with the coverage they need to feel secure and prepared for whatever life may bring. Contact them today to learn more about their wide range of insurance options and how they can help you achieve peace of mind.

Presto! ATM at Publix Super Market is a convenient financial service located at 5997 South Pointe Boulevard in Fort Myers, Florida. This ATM is conveniently located within the Publix Super Market, providing easy access to cash withdrawal and other banking services for customers. With its secure and reliable service, Presto! ATM offers a hassle-free banking experience for all patrons.

Britton G. Swank, P.A. is a reputable law firm located at 10175 6 Mile Cypress Parkway in Fort Myers, Florida. Specializing in elder law, the firm is dedicated to providing legal advice and assistance to older adults and individuals of all ages who are preparing for the future. The team at Britton G. Swank, P.A. includes experienced Elder Law Attorneys who are well-versed in the complexities of Medicaid planning. Unlike non-attorney Medicaid planners, the firm is able to offer comprehensive legal advice and guidance throughout the planning process.

Kelly L. Fayer, P.A. is a law firm located at 12601 World Plaza Lane in Fort Myers, Florida, United States. Specializing in estate planning, the firm offers comprehensive guidance to clients in Lee County. Whether you need assistance immediately or are planning for the future, the experienced team at Kelly L. Fayer, P.A. is dedicated to helping you protect what matters most to you. With over 25 years of experience, the firm's Fort Myers estate planning lawyer can provide the personalized support needed to create a plan that meets your objectives. Estate planning allows you to make important decisions about your assets, loved ones, and property for when you are no longer able to do so. Through wills, trusts, powers of attorney, and advance directives, you can ensure that your wishes are carried out. The firm also assists with guardianships and probate matters, helping you navigate complex legal processes with ease.

Kyle Insurance Co is a reputable insurance agency located at 2256 First Street in Fort Myers, Florida. We specialize in providing a wide range of insurance products and services to meet the needs of our clients. With a team of experienced professionals, we are dedicated to helping individuals and businesses protect their assets and achieve peace of mind. Contact us today to learn more about our personalized insurance solutions.

Brightway Insurance, The Dellinger-Crep Agency is a leading insurance agency located in Fort Myers, Florida. Our dedicated team at 8660 College Parkway is committed to providing top-notch insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the expertise and resources to help you find the perfect coverage. With a focus on personalized service and a wide range of insurance options, we strive to ensure that our clients have peace of mind knowing that they are protected. Visit us today to experience the Brightway Insurance difference.

Advanced Wealth Advisors is a leading finance institution located in Fort Myers, Florida. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our experts are here to provide tailored solutions to meet your unique needs. Visit us at 5237 Summerlin Commons Boulevard to start your journey towards financial success today.

Uhler Vertich White Advisors is a leading finance institution located at 1510 Royal Palm Square Boulevard in Fort Myers, Florida. With a team of experienced advisors, they provide expert financial guidance and investment strategies to help clients achieve their goals. Whether you are planning for retirement, managing your wealth, or looking to grow your portfolio, Uhler Vertich White Advisors offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help you secure a strong financial future.

Southern Oak Wealth Management is a leading finance and insurance agency located in Fort Myers, Florida. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to help. Visit us at 12431 Brantley Commons Court to learn more about how we can assist you in securing your financial future.

The Law Office of Jeffrey Attia, PA, located at 6719 Winkler Road in Fort Myers, Florida, is dedicated to preserving your wishes and helping you protect your loved ones' future. The probate process can be overwhelming, but our experienced attorney can guide you through it with compassion and respect. We offer comprehensive estate planning services, including trust creation, will drafting, and probate administration. Estate planning is important at all stages of life, and our firm can help you create a sound plan tailored to your individual circumstances and goals. Whether you need assistance with estate planning, trust administration, probate, or guardianship, our knowledgeable attorney, Jeffrey Attia, is here to provide experienced advice and guidance.

The Legacy Foundation at Shell Point, located at 15010 Shell Point Boulevard in Fort Myers, Florida, is a specialized non-profit organization dedicated to providing financial and wealth planning concierge services exclusively for residents of Shell Point. The Legacy Family Service offers a complimentary review of estate plans and advance directives, wealth transfer planning, financial services, educational workshops, and referrals to trusted legal, financial, and tax professionals. The institution believes in helping individuals leave a lasting legacy that reflects their values, faith, relationships, and resources. Consultation with qualified advisors is recommended before making any decisions, as the institution prioritizes client confidentiality and data security.

FineMark National Bank & Trust is a financial institution located at 14990 Shell Point Boulevard in Fort Myers, Florida, United States. We offer a range of services including banking, trust, and investment options to meet the needs of our clients. Our goal is to make a positive impact in the communities we serve by providing the highest level of service. In our video resource library, you can find detailed instructions on how to manage your online accounts and customize your banking platform. Our private wealth advisors and senior bankers share their expertise on various topics to help you make informed financial decisions. Check out our exclusive library to learn more!

Fifth Third Securities - Robert Traina is a finance institution located at 9000 Park Royal Drive in Fort Myers, Florida, United States. With a focus on providing comprehensive financial services, Fifth Third Securities offers expert advice and personalized investment strategies to help clients achieve their financial goals. Led by Robert Traina, a seasoned financial advisor with years of experience in the industry, the institution prides itself on delivering top-notch customer service and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Robert Traina is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Acceptance Insurance is an insurance agency located at 3946 Cleveland Avenue in Fort Myers, Florida. We offer a wide range of insurance services to meet the needs of individuals and families in the area. Our experienced agents are dedicated to providing personalized and affordable insurance solutions to protect your assets and loved ones. Whether you are looking for auto, home, or life insurance, Acceptance Insurance is here to help you find the coverage that best fits your needs. Contact us today to learn more about our services and how we can assist you in securing the protection you deserve.

Bank of America in Fort Myers, Florida offers convenient banking services at their location on 13099 U.S. 41. This branch features a drive-thru ATM for quick and easy access to your funds. As a trusted financial institution, Bank of America provides a range of banking and finance services to meet your needs. Whether you're looking to open a checking account, apply for a loan, or simply withdraw cash, the friendly staff at Bank of America are ready to assist you. Visit their drive-thru ATM location today for all your banking needs.

Waterstone Mortgage Corporation is a reputable finance institution located at 15065 McGregor Boulevard in Fort Myers, Florida, United States. With a strong focus on providing personalized mortgage solutions, Waterstone Mortgage Corporation offers a wide range of loan options to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and families achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Waterstone Mortgage Corporation is committed to providing exceptional service and guidance throughout the loan process.

Welcome to Bonita Terra, a vibrant 55 lifestyle manufactured home community located in the heart of Bonita Springs, Florida—one of the nation's best small towns for retirement. Our community at 25581 Trost Boulevard offers a unique blend of activity, comfort, and luxury for those seeking a fulfilling and active lifestyle. At Bonita Terra, you can start your day with a refreshing dip in one of our three heated swimming pools, enjoy a morning stroll on the pristine sands of Bonita Beach, and return for an afternoon of friendly competition in sports like softball, tennis, or pickleball with your neighbors. Our resort-style amenities are designed to foster community and provide endless opportunities to connect, relax, and enjoy life to the fullest.

Welcome to the practice of Dr. Rasik Mehta, MD, located at 2171 Pine Ridge Road, Naples, Florida 34109. As a dedicated medical professional, Dr. Mehta is committed to providing compassionate and comprehensive healthcare services to the community. With a focus on promoting wellness and enhancing the quality of life for all patients, Dr. Mehta offers personalized care tailored to meet individual health needs. Our practice is proud to support the mission of Senior Friendship Centers, a nonprofit organization that has been a cornerstone in Southwest Florida for 50 years. Senior Friendship Centers is dedicated to building vibrant communities by advancing wellness, connection, and enrichment for seniors throughout their aging journey. As a part of this mission, they provide vital services to nearly 10,000 older adults, including adult day services, activity centers, caregiving resources, healthy meals, and more.