TOP 30 Financial services industry in Plantation, Florida

30 results found

Access Life Financial Inc is an insurance agency located at 950 South Pine Island Road in Plantation, Florida, United States. As "The Living Benefits IMO", Alliance Group offers independent agents and agencies superior marketing and training solutions. Since 1998, they have been helping partners spread awareness about Living Benefits life insurance, as well as assisting with tax-free retirement, mortgage protection, small business planning, and estate planning needs. Alliance Group provides a powerful arsenal of marketing and training tools to educate prospects, create value, and close business. They stand out in the industry by offering unmatched in-house marketing and training tools, bringing unprecedented quality and value to their partner's businesses. Testimonials from partners showcase the immediate and massive benefits of partnering with Alliance Group, praising their top-notch training resources, innovative marketing solutions, and long-lasting relationships. For anyone in search of the best life insurance IMO, Alliance Group at Access Life Financial Inc is the go-to choice for exceptional service and support.

Merrill Lynch Financial Advisor Dwayne A. Ross is a finance institution located in Plantation, Florida, United States. With over 33 years of experience in the industry, Dwayne Ross strives to provide exemplary client service by assisting families, individuals, and successful business owners in developing robust, long-term financial strategies. Recognized as a Forbes "Best-in-State Wealth Advisor" for multiple years, Dwayne Ross graduated from The University of Florida with a degree in Business and is committed to serving the community through volunteering and supporting local organizations. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™ and a team of talented individuals dedicated to building strong client relationships. As a Registered Senior Wealth Management Client Associate, Dwayne Ross focuses on helping clients achieve their goals and priorities by understanding their unique needs and providing customized investment strategies. With access to the resources of Merrill and Bank of America, Dwayne Ross works with clients to develop a financial approach designed to address their financial needs and goals. By staying informed about changes in clients' lives and market conditions, Dwayne Ross aims to help clients stay on track to achieve what matters most to them. Get personalized investment strategies and comprehensive financial solutions by working with Merrill Lynch Financial Advisor Dwayne A. Ross.

Merrill Lynch Financial Advisor Ralph M Byer is a finance institution located in Plantation, Florida, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The advisors at Merrill Lynch have been ranked in publications such as Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors". The institution offers a wide range of services including asset allocation, wealth management, retirement planning, estate coordination, and tax minimization strategies. The Byer Wealth Management Group specializes in assisting families, professional athletes, and corporations with wealth preservation and growth strategies. The team at Merrill Lynch focuses on understanding the goals and priorities of their clients to create a customized financial approach that reflects their unique needs. With access to the global resources of Merrill, clients can benefit from personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Ralph M Byer is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Andrea M Higgins is a finance institution located in Plantation, Florida, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. They offer a wide range of services including asset allocation, financial planning, wealth management, and more. The institution is supported by the global resources of Merrill and is committed to investing in their clients. The team at Merrill Lynch Wealth Management focuses on understanding the goals and priorities of each client, offering customized solutions based on risk tolerance, time horizon, and overall investment goals. They provide services such as financial guidance, estate coordination, retirement management, and tax minimization strategies. The team believes in the power of personalized financial approaches and works to help clients achieve their goals through ongoing support and guidance. Contact Merrill Lynch Financial Advisor Andrea M Higgins for a dedicated one-on-one relationship and personalized investment strategies.

Merrill Lynch Financial Advisor Tiffany Gallik is a prestigious finance institution located in Plantation, Florida, United States. Tiffany Gallik is proud to be recognized by financial industry publications and Bank of America Corporation for exemplary client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The Byer Wealth Management Group, led by Tiffany Gallik, assists families, professional athletes, and corporations with wealth preservation and growth strategies, including legacy planning through a goals-based wealth management platform. The institution offers customized solutions based on risk tolerance, time horizon, liquidity, and overall investment goals to help clients achieve their financial goals. Through a comprehensive wealth management process, Merrill Lynch focuses on financial guidance, legacy implementation, estate coordination, retirement management, and tax minimization strategies. The team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By getting to know clients personally and understanding their goals, Merrill Lynch can create a financial approach that reflects their unique needs and priorities. Let Merrill Lynch Financial Advisor Tiffany Gallik help you achieve your financial goals with personalized investment strategies and comprehensive financial solutions.

BOHANNON INCORPORATED is a finance institution located at 4741 Plantation View Drive, Tallahassee, Florida, United States. Our vision is to be leaders in the delivery of professional Accounting, Financial Consulting, and logistic services, as we connect and give back to the community. Our mission is to deliver tailored solutions to meet the needs of our clients, by solving their most difficult financial, management, and logistics problems. Let us help you deal with your routine as well as your problematic financial, management, and logistic issues.

Tami Satterfield - State Farm Insurance Agent is a reputable insurance agency located at 218 South University Drive in Plantation, Florida. Serving the areas of Plantation, Sunrise, Davie, Ft Lauderdale, and beyond, this agency offers a wide range of insurance services including Auto Insurance, Homeowner’s Insurance, Condo Insurance, Renter's Insurance, Pet Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Business Insurance, and Financial Services. With a focus on resident relocations to Broward County, Tami Satterfield and her team of licensed Insurance Professionals are dedicated to providing personalized insurance coverage tailored to each client's specific needs. Whether you're in need of Car Insurance, Home Insurance, Condo Insurance, Renter’s Insurance, Pet Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, or Financial Services, this agency has you covered.

MASA Global is an insurance agency located at 1250 South Pine Island Road in Plantation, Florida, United States. As your trusted partner for emergency transportation coverage, MASA has been providing protection to over two million members globally since 1974. With over 400 team members and 18 international locations, MASA offers complete nationwide coverage for emergency transportation. Our plans provide peace of mind by covering ambulance bills and protecting members from high out-of-pocket costs during sudden critical care situations. You can easily choose the coverage that meets your needs with a simple phone call or online process. Our 5-star team is always ready to assist you with any questions you may have.

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.

Welcome to Tom Martinez - State Farm Insurance Agent located at 7900 Nova Drive in Davie, Florida. Our 2-story building is conveniently situated just north of the current local, on the Southwest corner of University Drive and Nova Drive behind Fred Hunters. Our experienced team has over 35 years of combined experience in the insurance industry and is dedicated to providing personalized insurance plans tailored to meet the unique needs of you and your loved ones. Whether you are in need of Auto, Homeowners, Renters, Health, Life, Business, Boat, Motorcycle, or Commercial Insurance, we are here to help. Our team takes pride in serving the Davie community, as well as Fort Lauderdale, Plantation, Cooper City, Lauderhill, Pembroke Pines, Sunrise, Weston, and surrounding areas throughout the state of Florida.

Wolper Law Firm, P.A. is a securities lawyer institution located in Plantation, Florida, United States. The firm specializes in recovering investment losses for clients who have been victims of fraud or negligence in the financial industry. With a 99% recovery rate for wronged investors, they focus on holding investment firms and banks accountable for their clients' losses. Their experienced attorneys understand the complexities of the financial industry and guide clients through the recovery process, whether it involves stockbroker fraud, investment loss, elder financial abuse, or negligence. The firm takes a strategic and trial-tested approach to each case, aiming to identify and expose misconduct and recover clients' investment losses.

Alexander Jackson - Morgan Stanley is a renowned finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the financial industry, Alexander Jackson - Morgan Stanley offers a wide range of financial services to individuals, businesses, and institutions. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Alexander Jackson - Morgan Stanley is committed to providing expert guidance and personalized solutions to meet your needs.

Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.

Rosenbaum Sobel Weinrub LLC is a professional services firm located in Plantation, Florida, specializing in accounting, finance, and health industries. With a team of experienced professionals, they provide a wide range of services including financial planning, tax preparation, auditing, and consulting. Their commitment to excellence and client satisfaction sets them apart in the industry. Visit their office at 900 South Pine Island Road to learn more about how they can help you achieve your financial goals.

Hynds, Keize & Associates is a leading accounting and finance institution located at 111 North Pine Island Road in Plantation, Florida, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Hynds, Keize & Associates is dedicated to helping you achieve your goals.

Corey Engelhard - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Specializing in wealth management, investment advice, and financial planning, Corey Engelhard and his team at Morgan Stanley provide personalized services to help clients achieve their financial goals. With a strong reputation for integrity and expertise in the financial industry, clients can trust Corey Engelhard - Morgan Stanley to provide sound financial guidance and support.

Pilar Estrella - Morgan Stanley is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Pilar Estrella - Morgan Stanley offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized advice and solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pilar Estrella - Morgan Stanley is committed to providing expert guidance and support every step of the way.

Matias Valdes - Morgan Stanley is a prestigious financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Matias Valdes - Morgan Stanley offers a wide range of financial services to meet the needs of individuals, businesses, and institutions. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Matias Valdes - Morgan Stanley is committed to providing top-tier service and support.

Platzer & Company, P.A. is a trusted accounting and finance institution located at 151 North Nob Hill Road in Plantation, Florida, United States. Our flagship service is being the Most Trusted Business Advisor, particularly in the construction industry. We are dedicated to helping our clients make more money by providing essential services such as tax preparation and financial statement analysis. Our team of experienced CPAs and CCIFPs specialize in the construction industry, offering industry-specific insights to help transform the way you do business. We offer two service levels that are tailored to meet the unique needs of each client. Our goal is to provide CFO and CPA services at a fraction of the cost, ensuring transparency and dedication to helping you achieve greatness. We utilize leading cloud hosting providers for QuickBooks Desktop Premier and Enterprise, offering anytime, anywhere access, automatic updates, and enterprise-class security. Communication is key, and we make ourselves available through Zoom, telephone, or in-person meetings for local clients. If you are looking to invest in your financial future and upgrade your business operations, Platzer & Company, P.A. is the right choice for you.

Fadgen Jerry CPA is a reputable accounting and finance institution located at 21 East Acre Drive in Plantation, Florida, United States. With years of experience in the industry, Fadgen Jerry CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax filing or financial advice, Fadgen Jerry CPA is here to assist you with all your accounting and finance needs.

Andres Fallon - Morgan Stanley is a reputable finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong presence in the financial industry, this institution offers a range of services including wealth management, investment banking, and asset management. Their experienced team of professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Andres Fallon - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.

Clear Cut Tax and Accounting is a reputable institution located in Plantation, Florida, United States. Specializing in accounting and finance services, they provide expert advice and assistance to individuals and businesses alike. With a team of experienced professionals, Clear Cut Tax and Accounting offers a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. Their commitment to accuracy and efficiency sets them apart in the industry, making them a trusted choice for all your accounting needs. Visit them at 340 South State Road 7 to see how they can help you achieve your financial goals.

American National Realty Corporation is a renowned institution located at 7860 Peters Road in Plantation, Florida, United States. Specializing in accounting and finance services, this institution provides expert advice and solutions to individuals and businesses in the real estate industry. With a team of experienced professionals, American National Realty Corporation is dedicated to helping clients achieve their financial goals and make informed decisions. Whether you are looking to buy, sell, or invest in real estate, this institution is here to assist you every step of the way.

Hammer Navarro Tanoli And Associates, PA is a reputable accounting and finance institution located at 400 Northwest 74th Avenue in Plantation, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for all financial needs.

Adrian Snagg & Associates Inc is a reputable accounting and finance institution located at 251 Florida 7 in Plantation, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Adrian Snagg & Associates Inc is committed to helping their clients achieve their financial goals. Their dedication to excellence and personalized service sets them apart in the industry.

Grushoff & Posada Inc is a reputable accounting and finance institution located at 6991 West Broward Boulevard in Plantation, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Grushoff & Posada Inc is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist you with your financial needs.

Cornerstone Mortgage Solutions is a reputable finance institution located at 6702 Plantation Road in Pensacola, Florida, United States. With a team of experienced professionals, they specialize in providing tailored mortgage solutions to meet the unique needs of their clients. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Cornerstone Mortgage Solutions is dedicated to helping you achieve your financial goals. Their commitment to exceptional customer service and personalized attention sets them apart in the industry. Contact them today to learn more about their services and how they can assist you with your mortgage needs.

Welcome to Life Insurance Brokers, your trusted partner in securing a brighter future for you and your loved ones. Conveniently located at 500 W Lake Dasha Dr, Plantation, FL 33324, our dedicated team of experienced professionals is committed to providing personalized insurance solutions tailored to meet your unique needs. At Life Insurance Brokers, we understand that choosing the right insurance policy is a crucial decision. That's why we take the time to listen, educate, and guide you through the process, ensuring that you have the best coverage that offers peace of mind and financial security. Whether you're looking for life insurance, health insurance, or other financial protection services, we are here to help you navigate the complexities with ease and confidence.

Welcome to the practice of Dr. Benita J. Thomas, MD, a dedicated family medicine physician located at 3496 NW Federal Hwy Suite D, Jensen Beach, FL 34994. With a focus on providing comprehensive healthcare, Dr. Thomas is committed to enhancing the health and well-being of her patients through personalized and compassionate care. Dr. Thomas completed her residency in Family Medicine at the University of Miami Family Medicine Residency Program in 2005, following an internship at Indiana University Family Medicine Residency in 2003. She earned her medical degree from Ross University School of Medicine in 2002. Her extensive training and experience enable her to address a wide range of health concerns for patients of all ages.

Welcome to Cape Waterfront Living, your trusted real estate agency located at 2326 Del Prado Boulevard South, Cape Coral, Florida. With over 27 years of experience in the real estate industry, we pride ourselves on our deep roots and commitment to the community of Southwest Florida. Our journey began in a small town in central Illinois, where we embraced mid-western values such as honesty, hard work, and loyalty. Since relocating to Cape Coral in 1985, we have dedicated ourselves to raising our family and serving our neighbors with the same principles. We understand that buying or selling a home is a significant milestone, and we are here to guide you through the process with trust and expertise.