TOP 30 Financial services offered in Plantation, Florida

Edward Jones - Financial Advisor: Craig M Rosen, CFP® is a reputable financial institution located at 1250 South Pine Island Road in Plantation, Florida. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the team at Edward Jones. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Craig M Rosen, CFP® is dedicated to providing personalized solutions to meet your financial needs.

Edelman Financial Engines is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides expert advice and personalized solutions to help clients navigate the complex world of finance. Whether you are looking to plan for retirement, invest wisely, or manage your wealth, Edelman Financial Engines is dedicated to helping you secure a prosperous financial future.

Wacks & Collaro - Ameriprise Financial Services, LLC is a finance institution located at 111 North Pine Island Road in Plantation, Florida, United States. As the recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing exceptional client service and one-to-one financial advice. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, ensuring personalized and tailored financial planning for our clients. We strive to create a positive backdrop for stock prices and offer insights on the current bull market rally. By working with us, you can expect a great experience and expert guidance in achieving your financial goals. Trust in Wacks & Collaro for all your financial needs.

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 Scott M Karlen, located at 600 North Pine Island Road in Plantation, Florida, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a personalized financial plan to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized approach to address your financial needs. The institution offers services such as the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. They believe in the power of a dedicated advisor to provide personalized investment strategies and comprehensive financial solutions. The team at Merrill Lynch is committed to helping you achieve your financial goals through thoughtful planning and personalized service.

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.

Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.

Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of certifications and designations for its advisors, including 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®. This comprehensive list of certifications ensures that advisors are well-equipped to provide expert financial advice to individuals and businesses.

LifeCraft Financial Group is a renowned finance institution located at 8151 Peters Road in Plantation, Florida, United States. Our team of experienced financial experts is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. From wealth management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust LifeCraft Financial Group to guide you towards a secure and prosperous financial future.

Miller Financial Services, Inc. is a reputable finance institution located at 7443 Northwest 4th Street in Plantation, 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. From retirement planning to investment management, Miller Financial Services, Inc. is dedicated to providing personalized and comprehensive solutions to their clients. With a commitment to excellence and customer satisfaction, they are a trusted partner in navigating the complexities of the financial world.

Ideal Dental Plantation is a premier dental practice located at 341 North University Drive in Plantation, Florida. Our dedicated team of professionals is committed to providing a comfortable and stress-free experience for all our patients. Whether you need a general checkup or more extensive dental work, we are here to address your concerns and answer your questions in a relaxed setting. Dr. Nina Azurin, a skilled and experienced dentist, leads our team with a focus on cultivating positive relationships with patients and creating healthy smiles. Our office is equipped with state-of-the-art technology to ensure the highest quality of care for our patients. We offer a wide range of services, from routine dental exams to emergency treatments, all under one roof for your convenience.

Accounting Process & Services is a leading institution located at 261 North University Drive in Plantation, Florida, United States. Specializing in accounting and finance, our institution offers a wide range of services to help individuals and businesses manage their financial affairs effectively. With a team of experienced professionals, we provide expert guidance on tax preparation, bookkeeping, financial planning, and more. Whether you are looking to streamline your accounting processes or need assistance with complex financial transactions, Accounting Process & Services is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.

Buntin Accounting Services LLC is a trusted accounting and finance institution located at 6915 West Sunrise Boulevard in Plantation, Florida, United States. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses. Our goal is to provide accurate and timely financial information to help our clients make informed decisions and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, our dedicated team is here to assist you every step of the way. Contact us today to learn more about how Buntin Accounting Services LLC can help you manage your finances effectively.

Paradise Tax Service LLC is a trusted accounting and finance institution located at 4732 Peters Road in Plantation, Florida, United States. With a team of experienced professionals, Paradise Tax Service LLC offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, the experts at Paradise Tax Service LLC are dedicated to providing top-notch service and personalized solutions. Trust Paradise Tax Service LLC to handle all of your accounting and finance needs with professionalism and expertise.

Liberty Tax Service is a renowned accounting and finance institution located at 7 North State Road 7 in Plantation, Florida. With a team of experienced professionals, they offer expert tax preparation services, financial advice, and assistance with various accounting needs. Whether you are an individual or a business owner, Liberty Tax Service is dedicated to providing top-notch financial solutions to help you achieve your goals. Visit their office in Plantation for personalized and efficient service that you can trust.

Moody Accounting Services, Inc. is a renowned accounting and finance institution located at 140 South University Drive in Plantation, Florida, United States. Recently, they have merged with Polaris Tax & Accounting to create a dynamic and forward-thinking accounting firm known as Polaris Tax & Accounting. This merger brings together the expertise and experience of both firms to offer a wide range of services including business advisory, tax preparation, tax planning, and financial services. Clients can expect top-notch service and innovative solutions from this newly combined firm. Join us in celebrating this exciting new chapter for Moody Accounting Services, now part of Polaris Tax & Accounting.

ACL Tax Services LLC is a finance institution based in Plantation, Florida, United States. Located at 8201 Peters Road, this institution specializes in providing tax services to individuals and businesses. With a team of experienced professionals, ACL Tax Services LLC offers personalized and reliable tax solutions to help clients navigate the complexities of tax laws and maximize their financial returns. Whether you need assistance with tax preparation, planning, or IRS representation, ACL Tax Services LLC is dedicated to providing top-notch service and expertise to meet your financial needs.

Tropical Financial Credit Union is a trusted financial institution located at 8247 West Sunrise Boulevard in Plantation, Florida. As a credit union, we offer a wide range of financial services to our members, including banking, loans, and investment opportunities. Our convenient location makes it easy for members to access our ATM services and speak with our friendly staff about their financial needs. Whether you're looking to save for the future or need assistance with a loan, Tropical Financial Credit Union is here to help you achieve your financial goals.

Welcome to Mortgage Solutions Financial Jacksonville Located at 961687 Gateway Boulevard in the picturesque Fernandina Beach, Florida, Mortgage Solutions Financial Jacksonville is your trusted partner for all your mortgage needs. Nestled in a city where every day feels like a beach day, our office is conveniently accessible, offering a perfect blend of professional service and the relaxing vibe of the nearby ocean.

South Fort Myers High School is a reputable secondary school located in Fort Myers, Florida. Situated at 14020 Plantation Road, this institution is known for its dedication to academic excellence and student success. With a diverse student body and a highly qualified faculty, South Fort Myers High School offers a wide range of educational opportunities and extracurricular activities to help students reach their full potential. The school is committed to providing a safe and supportive learning environment where students can thrive and prepare for their future endeavors.

Jackson Insurance Agency is a trusted insurance provider located at 6702 Plantation Road in Pensacola, Florida. As a full-service insurance agency, we offer a wide range of insurance products to meet the needs of individuals and businesses in the local community. Our dedicated team of experienced agents is committed to providing personalized service and finding the right coverage options for our clients. Whether you are looking for auto, home, life, or business insurance, Jackson Insurance Agency is here to help you protect what matters most. Contact us today to learn more about our insurance solutions and how we can assist you in safeguarding your assets.

New York Life is an insurance agency located at 7282 Plantation Road in Pensacola, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement for sickness or injury, professionally managed investments, college savings plans, and estate planning. With over 12,000 agents nationwide, New York Life is committed to providing tailored solutions to meet the needs and budgets of their clients. They have a diverse and inclusive workplace culture and are dedicated to giving back to their communities through charitable initiatives. As the largest mutual insurer in the U.S., New York Life has a strong financial track record and a mission to make the world a better place. Their agents provide life insurance and other solutions to help individuals and families thrive. Visit their website for resources, tools, and information to help you plan for the future.

The Apollo Group is a prestigious university located at 600 North Pine Island Road in Plantation, Florida, United States. Known for its commitment to academic excellence and innovative teaching methods, the institution offers a wide range of programs and courses to cater to the diverse needs of its students. With state-of-the-art facilities and a dedicated faculty, the Apollo Group provides a supportive and engaging learning environment for students to thrive and achieve their academic goals. Whether you are looking to further your education or pursue a new career path, the Apollo Group is the perfect place to embark on your academic journey.

Janet Fernandez - State Farm Insurance Agent is a well-established insurance agency located at 1525 North Park Drive, Weston, Florida, United States. With over 31 years of experience, Janet Fernandez has been helping individuals and families manage their risk and secure their financial future. She has received numerous awards from State Farm for her exceptional service, including being recognized as a Crystal Honor Agent and a Chairman's Circle Agent. At the Janet Fernandez Agency, the team prides themselves on providing exceptional customer service and making insurance easy to understand. They offer a wide range of insurance products including car insurance, home insurance, business insurance, life and health insurance, and more. The agency serves the entire state of Florida with a focus on relocations to South Florida, as well as the local communities of Ft. Lauderdale, Cooper City, Davie, Weston, Pembroke Pines, Plantation, Sunrise, Tamarac, and Coral Springs.

Dan Cato - State Farm Insurance Agent is an insurance agency located at 9633 West Broward Boulevard in Plantation, Florida. Situated in the Central Park Place Shopping Plaza, between Pine Island and Nob Hill on W Broward Blvd, Dan Cato Insurance Agency proudly serves South Florida with a range of insurance options including Auto, Home, Renters, Condo, Recreational Vehicles, Watercraft, Life, and Business Insurance. With over 41 years of experience as a State Farm agent and 47 years living in Plantation, Dan Cato and his team of licensed insurance professionals have the expertise to help you with your specific insurance needs. They understand the challenges of the South Florida insurance market and are dedicated to protecting what is important to you. In addition to traditional insurance options, State Farm also offers Life insurance, with a focus on providing the right policy for your budget during Life Insurance Awareness Month. Whether you are a business owner looking to protect your financial goals or a senior navigating housing options, Dan Cato - State Farm Insurance Agent is here to help. Please note that sensitive personal information should not be included in communications with the agency. For those using a screen reader and experiencing difficulty with the website, please call (954) 370-8100 for assistance. Life Insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten in the United States by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm entities do not provide tax or legal advice and recommend consulting a professional for advice on personal circumstances.

Bona Insurance Group DBA Global Green Insurance Agency is a reputable insurance agency located at 150 South Pine Island Road in Plantation, Florida, United States. Specializing in providing insurance solutions for individuals and businesses, they offer a wide range of coverage options to meet the diverse needs of their clients. With a focus on sustainability and environmental responsibility, Global Green Insurance Agency is committed to offering eco-friendly insurance products that help protect both the planet and their customers. Their team of experienced agents is dedicated to providing personalized service and finding the best insurance policies to suit each client's unique requirements.

Estrella Insurance #362, located at 298 South University Drive in Plantation, Florida, is your go-to insurance agency for all your insurance needs. Our licensed agents are experienced and knowledgeable, working with each client to find the best coverage within their budget. With over 40 years of experience, Estrella Insurance has built a reputation for quality, reliability, and trust. We offer a variety of insurance products including auto, home, renters, commercial, business, life, and health insurance. Our commitment to exceptional service and value is reflected in the positive feedback we receive from our customers. Contact us today for the best price guaranteed and let us help you navigate through over 25 insurance carriers to find the perfect coverage for you. Remember, having the right insurance coverage is crucial to avoid costly repairs or financial loss. Call us for assistance and guidance, and let us help you with your insurance needs.

Welcome to the Janet Fernandez Agency, located at 10600 Griffin Road in Cooper City, Florida. Our agency, led by Janet Fernandez, has been serving the community for over 30 years, helping families manage their risk and secure their financial future. We are conveniently located just 1.5 miles East of Walmart on Griffin Rd, at the SW corner of 106th Terrace. Janet Fernandez is a seasoned State Farm agent with a passion for helping others. After surviving a plane crash and a car accident, she values each day and looks forward to assisting clients with their insurance needs. Janet is dedicated to developing and training team members and interns for successful careers in insurance, business, and financial services. She has trained over 50 interns, some of whom have become local State Farm agents.

Chris Nickas - State Farm Insurance Agent is located at 9542 Argyle Forest Boulevard in Jacksonville, Florida, United States. Situated in the Publix Shopping Center at OAKLEAF Plantation, this insurance agency is conveniently located across from the Oakleaf Town Center. Chris Nickas has been serving as a local State Farm agent since 2003, bringing a wealth of experience to the table. With a background in handling auto insurance claims dating back to 1988, Chris and his team are dedicated to providing personalized service to their customers. The agency offers a wide range of insurance coverage options, including auto, homeowners', renters', condo, motorcycle, boat, RV, life, and health insurance.

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.