TOP 30 Financial services industry in Fort Lauderdale, Florida

89 results found

Service Planning Corporation (SPC) is a finance, health, and insurance agency located at 4901 Northwest 17th Way, Fort Lauderdale, Florida, United States. SPC is proud to partner with OneDigital, a leading strategic advisory firm, to offer enhanced HR consulting, compliance, technology, and benefits tools to support clients. With over 10 years of experience, SPC helps companies achieve their financial and branding goals. Founder and CEO Rick Magill has over 30 years of experience as a financial adviser and benefit consultant. SPC offers health and life insurance for individuals, Medicare recipients, and businesses. They also provide travel insurance, final expense insurance, gap insurance, and disability insurance. SPC's goal is to simplify the insurance process and provide cost-effective solutions for clients. With a team of certified, licensed insurance agents, SPC offers expert and unbiased advice to help clients make informed decisions. Whether you need short-term health plans, telemedicine, dental and vision plans, or life insurance, SPC can help you find the right coverage. Contact SPC today for all your insurance needs.

Crew Insurance Services, Inc. is a health insurance agency located at 333 Las Olas Way, Fort Lauderdale, Florida, United States. Specializing in providing insurance coverage for maritime crews and employers, the agency offers the GeoBlue Navigator Health Plan, a worldwide medical coverage plan designed specifically for professional marine captains and crew members. With a focus on offering comprehensive and dependable health insurance options for yacht crews and captains, Crew Insurance Services aims to provide peace of mind and financial protection in the event of unexpected accidents or illnesses. As an independent insurance brokerage firm, the agency represents a variety of U.S. and European insurance carriers and underwriters, ensuring that clients receive tailored insurance plans to meet their unique needs. Whether you are looking for life insurance, disability insurance, or group medical policies for yacht crew members, Crew Insurance Services is committed to helping you find the right coverage. Stay informed with their informative articles on crew, yacht, and international health insurance, and explore their frequently asked questions section for more information. With Crew Insurance Services, you can protect yourself and your loved ones with quality insurance coverage designed for the maritime industry."

JLS Financial Group LLC is a finance institution located at 1300 Concord Terrace in Fort Lauderdale, Florida, United States. They specialize in providing financial services to help clients accumulate wealth, minimize taxes, and strategize for retirement. Their team at New York Life is dedicated to serving professional advisors and assisting clients in making life insurance a priority to ensure financial security and leave a legacy of love. JLS Financial Group offers a wide array of services for successful business owners, entrepreneurs, physicians, and individuals in the healthcare industry. They work with clients to develop highly-customized financial strategies to help them achieve their goals and protect their wealth. Their experienced team provides innovative solutions to help individuals and families grow, protect, and conserve their wealth at every stage of life.

Borer Financial Communications, Inc. is a finance and legal institution located at 3909 North Ocean Boulevard, Fort Lauderdale, Florida, United States. As a registered SEC EDGAR Filing Agent and Financial Printer, Borer Financial specializes in handling regulatory filings with the SEC from start to finish. They offer quick and accurate turnaround times at cost-effective rates. Additionally, Borer Financial provides comprehensive solutions for distributing press releases to major news outlets worldwide. With over 28 years of experience in the securities industry, Borer Financial offers high-quality and accurate EDGAR and iXBRL compliance filing services for publicly traded companies, hedge funds, trading firms, individuals, and start-ups. They work with both domestic and international clients, providing services such as document printing, binding, mailing, and delivery.

vide EDGAR filing services. Their attention to detail and commitment to customer satisfaction is unmatched. I highly recommend Borer Financial for all your financial communication needs." - Sarah Johnson, Director of Investor Relations at XYZ Corporation Borer Financial Communications, Inc. is a trusted finance institution located in Fort Lauderdale, Florida, United States. As a registered SEC EDGAR filing agent and financial printer, Borer Financial offers a wide range of services to assist publicly traded companies, hedge funds, trading firms, individuals, and start-ups with their regulatory filings and financial printing needs.

James M. Earl - RBC Wealth Management Financial Advisor is a reputable financial institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida. As a trusted advisor, James M. Earl offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a wealth of experience and expertise in the finance industry, clients can trust James M. Earl to provide personalized financial advice tailored to their individual needs. Whether you are looking to invest, plan for retirement, or manage your wealth, James M. Earl - RBC Wealth Management Financial Advisor is dedicated to helping you make informed financial decisions.

William Haring - RBC Wealth Management Financial Advisor is a reputable finance institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida. As a skilled financial advisor, William Haring provides personalized wealth management services to clients in the area. With years of experience in the finance industry, he offers expert advice and guidance on investment strategies, retirement planning, and wealth preservation. Clients can trust William Haring to help them achieve their financial goals and secure their financial future. Visit the institution today to start your journey towards financial success.

Ellen Ford Krider is a dedicated Financial Advisor at RBC Wealth Management located at 500 East Broward Boulevard in Fort Lauderdale, Florida. With years of experience in the finance industry, Ellen provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ellen Ford Krider is committed to providing expert guidance and support every step of the way. Contact Ellen Ford Krider at RBC Wealth Management today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Isaiah T. Williams Jr. is a reputable finance institution located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. This institution offers a comprehensive approach to managing wealth, combining investment insights from Merrill with banking solutions from Bank of America. Isaiah Williams, as a Vice President, Senior Financial Advisor, and Senior Portfolio Advisor, is dedicated to providing excellent client service and financial literacy to help clients achieve their aspirations. With a BS in Finance from the University of Wisconsin-Madison, Isaiah uses his industry knowledge and capabilities to offer a range of wealth management services. By leveraging the global resources of Merrill, Isaiah's team is committed to building strong client relationships based on trust and personalized service. As a Merrill advisor, Isaiah focuses on understanding each client's goals and priorities, helping them create a personalized financial plan that evolves with their changing needs. With access to the latest investment insights and strategies, Isaiah helps clients stay on track to achieve their financial goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Isaiah works closely with clients to develop a tailored approach to address their financial needs. With a focus on building a strong client-advisor relationship, Isaiah is committed to helping clients navigate the complexities of their financial lives and pursue their long-term goals.

Starke Financial Services, Inc. is a reputable insurance agency located at 1721 Southeast 17th Street in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, Starke Financial Services, Inc. has you covered. Their commitment to providing personalized and reliable service sets them apart in the industry. Visit their office today to discuss your insurance needs and secure your financial future.

The Fiduciary Group is a team of experienced and dedicated comprehensive financial planners located at 1301 East Broward Boulevard in Fort Lauderdale, Florida. As a trusted institution in the finance industry, we prioritize our clients' financial well-being by providing personalized and transparent advice and services. Our team operates with the highest level of integrity and professionalism, acting as fiduciaries to ensure our clients' best interests are always at the forefront. Whether you are looking to plan for retirement, manage investments, or create a comprehensive financial strategy, The Fiduciary Group is here to help you achieve your financial goals.

Merrill Lynch Financial Advisor Michael A Saviano, located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, is dedicated to providing personalized wealth management services to high-net-worth individuals, families, and business owners. With over 20 years of experience in the financial industry, Michael Saviano and his team at The Saviano Group focus on understanding each client's unique story and aspirations to develop customized strategies to help them achieve their financial goals. As a Retirement Accredited Financial Advisor, Michael is well-equipped to assist with employee benefit plans, offering strategic investment guidance and enhanced risk management. The team at The Saviano Group is committed to building long-term relationships based on trust and personalized service, ensuring that each client receives exceptional care and attention to detail.

Megan MacGowan - UBS Financial Services Inc. is a reputable finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a focus on providing top-notch financial services, Megan MacGowan and her team strive to help clients achieve their financial goals and secure their financial future. With years of experience and expertise in the industry, they offer personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Visit Megan MacGowan - UBS Financial Services Inc. today to start planning for a secure financial future.

Merrill Lynch Financial Advisor David J Diaz is a finance institution located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. Our team of talented and experienced individuals is committed to providing exemplary client service, supported by the global resources of Merrill. We focus on building strong client relationships based on trust and personalized service, tailored to your unique goals and priorities. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in client service. We offer personalized financial planning, investment strategies, and comprehensive financial solutions to help you achieve your goals. Contact us today to start a conversation about your financial future.

Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anne B. Dolph is a respected finance institution with a focus on comprehensive wealth planning, retirement planning, estate planning services, and investment management. With over three decades of experience, Anne Dolph is known for her tailored financial strategies that cater to the unique needs of individuals, families, and businesses. She is dedicated to providing strategic wealth inheritance planning for families, aiming to preserve and grow family wealth over time while minimizing tax implications. Anne stays informed on industry trends, tax law changes, and market shifts to provide timely and insightful advice to her clients. Outside of work, Anne is actively involved in her community and is committed to financial education for younger generations. Whether you are an individual, a family, a business, or a finance professional, Anne is eager to connect, collaborate, and help you achieve your financial goals. Partnering with the global resources of Merrill, Anne's team is dedicated to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Anne B. Dolph to start building a personalized financial plan centered on your goals and priorities.

Wangh Financial Services LLC is a financial institution located in Coral Gables, Florida, specializing in accounting and finance. We offer fast financing, pre-underwritten pre-approvals, down payment assistance, and credit counseling to maximize your purchasing power. Our executive level partnerships with the top mortgage lenders in the country allow us to offer the best products with quick closings and low rates. We service all areas of Florida, including Miami-Dade, Fort Lauderdale, Boca Raton, Orlando, Tampa, Fort Myers, Naples, and Tallahassee. With over 18 years of experience in the Mortgage and Real Estate Industry, we are committed to providing the highest level of integrity and professional services.

ABC Shipping Services LLC is a finance institution located at 3350 Southwest 3rd Avenue in Fort Lauderdale, Florida, United States. We specialize in providing financial services related to shipping and logistics, helping businesses manage their transportation costs and optimize their supply chain operations. Our team of experts is dedicated to helping clients navigate the complexities of international trade and ensure smooth and efficient shipping processes. With a focus on customer satisfaction and industry expertise, ABC Shipping Services LLC is your trusted partner for all your financial needs in the shipping industry.

City College: Fortgang Kenneth MD is a prestigious institution located at 2000 West Commercial Boulevard in Fort Lauderdale, Florida, United States. Specializing in healthcare education, our core mission is to provide students with quality training tailored to their chosen majors. Our diploma, associate, and bachelor degree programs are carefully designed to offer an exceptional educational experience, with a strong commitment to student success. Our state-of-the-industry labs provide valuable, real-world experience with a variety of equipment. The Office of Career Services offers ongoing support to students and graduates, helping them navigate their career paths. We offer day, evening, and online classes to accommodate busy schedules, allowing students to focus on education while balancing work and family responsibilities.

Morgan Fidelity Associates, Inc. is a reputable insurance agency located at 2200 West Commercial Boulevard in Fort Lauderdale, Florida, United States. With a strong commitment to providing reliable insurance solutions to individuals and businesses, Morgan Fidelity Associates, Inc. offers a wide range of insurance products and services tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to delivering exceptional customer service and helping clients navigate the complexities of the insurance industry. Trust Morgan Fidelity Associates, Inc. to protect what matters most to you.

Emperior Corporation, formerly known as Excelcium Financial Inc., is a finance, general contractor, and insurance agency located in Fort Lauderdale, Florida. Our journey began in a Florida garage in 2005, and since then, we have grown to become a major player in custom homebuilding, regular homes, and land development throughout the state. At Emperior Corporation, we are dedicated to being our clients' trusted partner for all their real estate, tax, insurance, and business consulting needs. With a focus on excellence and tailored solutions, we help our clients achieve their business goals successfully.

Health Markets Insurance Agent is a trusted insurance agency located at 1862 Coral Heights Lane in Fort Lauderdale, Florida. Specializing in health insurance, our dedicated agents are committed to helping individuals and families find the best coverage options to meet their needs. With a focus on personalized service and expertise in the insurance industry, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about our services and how we can help you navigate the complex world of health insurance.

Pettineo Insurance Agency Inc. is a trusted health insurance agency located at 2428 East Commercial Boulevard in Fort Lauderdale, Florida. With years of experience in the industry, our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect your health and financial well-being.

Estrella Insurance #336 is a health and insurance agency located at 1744 East Commercial Boulevard in Fort Lauderdale, Florida, United States. Our licensed agents are experienced and knowledgeable, working with each client to find the best insurance coverage for their unique needs and budget. With over 40 years of experience in the industry, we offer a variety of insurance products including auto, home, renters, commercial, business, life, and health insurance. We are committed to providing exceptional service and value to our clients, ensuring they are properly covered at the best price. Our agents can navigate over 25 insurance carriers to find the best coverage within your budget. Remember, having the right auto coverage is crucial to avoid costly repairs or financial loss. Contact us for assistance and guidance in filing a claim or for any insurance-related questions.

Jeryl Madfis Insurance is a health insurance agency located in Fort Lauderdale, Florida, United States. We are dedicated to providing solutions to protect your overall well-being through underwritten insurance solutions, Medicare plans, individual health insurance, supplemental insurance products, and more. Jeryl has been in the financial services industry since 2010 and is licensed in Life, Health, and Variable Annuity. Our clients love working with us and appreciate our knowledge and professionalism. Whether you need help navigating the world of insurance during a divorce or simply want to find the best health insurance plan for your family, Jeryl is here to help. Contact us today to learn more about how we can protect your health and financial well-being.

Medicare Advisors of South Florida is a reputable health insurance agency located at 1101 Waverly Road in Fort Lauderdale, Florida. Our experienced advisors are dedicated to helping individuals and families navigate the complexities of Medicare to find the best coverage options tailored to their unique needs. With a commitment to excellent customer service and a deep understanding of the healthcare industry, we strive to provide our clients with peace of mind and confidence in their healthcare choices. Contact us today to schedule a consultation and take the first step towards securing your health and financial well-being.

Quantum Source Insurance Group LLC is a reputable insurance agency located at 501 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, Quantum Source Insurance Group LLC offers a wide range of insurance products tailored to meet the unique needs of each client. Their team of experienced professionals are dedicated to providing excellent customer service and helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Quantum Source Insurance Group LLC is committed to helping you protect what matters most.

Marc Goldman - State Farm Insurance Agent is a trusted insurance agency located at 8162 West McNab Road in North Lauderdale, Florida. Situated at The Shoppes at Western Woods next to Publix Super Market, Marc D. Goldman State Farm Insurance Agency serves the communities of North Lauderdale, Tamarac, Margate, Coral Springs, Coconut Creek, Parkland, Boca Raton, Delray Beach, Fort Lauderdale, Pompano Beach, Lauderhill, Sunrise, Lauderdale Lakes, and Weston. Specializing in Auto, Life, Homeowners, Renters, Small businesses, Condominium, and notary services, Marc and his team provide personalized insurance products tailored to meet the unique needs of each customer. With a wealth of experience and a commitment to exceptional service, Marc Goldman has been recognized for his dedication and expertise in the insurance industry. His agency is known for providing value and budget-friendly coverage options, ensuring that customers receive the protection they need at a fair price. The bilingual team at Marc D. Goldman State Farm Insurance Agency is fluent in English and Spanish, guaranteeing effective communication and understanding for all clients.

Rupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.

Ted Hess - State Farm Insurance Agent is a trusted insurance agency located at 1432 North Federal Highway in Fort Lauderdale, Florida. Specializing in Auto Insurance, Life Insurance, Home Insurance, Condo Insurance, Renter's Insurance, Boat Insurance, Business Insurance, and Financial Services, our team is dedicated to helping residents in Fort Lauderdale, Wilton Manors, Pompano Beach, and surrounding areas manage the risks of everyday life and realize their dreams. With over 50 years of combined experience in the insurance industry, our knowledgeable team is here to provide excellent service and support to our customers. Whether you need assistance with insurance needs throughout Broward County or anywhere in Florida, we are here to help. Visit our office, call, click, or text us for personalized assistance. Trust Ted Hess - State Farm Insurance Agent for all your insurance needs and financial services.

A S Insurance Inc is a reputable health insurance agency located at 5557 Florida 7 in Fort Lauderdale, Florida. Our dedicated team of professionals is committed to helping individuals and families find the right health insurance coverage to meet their needs. With years of experience in the industry, we provide personalized service and guidance to ensure our clients are well-protected. Contact us today to learn more about our range of insurance options and how we can help you secure your health and financial future.