TOP 30 Financial services providers in Lake Mary, Florida

134 results found

Edward Jones - Financial Advisor: Alex Fernandez is a trusted financial institution located at 142 West Lakeview Avenue in Lake Mary, Florida. Specializing in personalized financial planning and investment services, Alex Fernandez and his team are dedicated to helping clients achieve their long-term financial goals. With a commitment to providing top-notch customer service and expert financial advice, Edward Jones is a go-to destination for individuals looking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or simply looking to grow your wealth, Alex Fernandez and his team are here to help you every step of the way. Visit us today to start your journey towards financial success.

Seth Bassoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3820 Colonial Boulevard, Lake Mary, Florida, United States. Seth Bassoff holds various certifications 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Seth Bassoff's expertise in various areas of financial planning and investment management, ensuring high-quality service for clients. The institution provides comprehensive financial planning services tailored to individual needs and goals, with a focus on ethical practices and real-world application of investment concepts.

Edward Jones - Financial Advisor: PJ Anderson is a reputable financial institution located at 142 West Lakeview Avenue in Lake Mary, Florida, United States. As a trusted financial advisor, PJ Anderson provides personalized financial planning services to help clients achieve their financial goals and secure their futures. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: PJ Anderson is committed to helping individuals and families make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, save for retirement, or plan for the future, PJ Anderson is dedicated to providing expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Daniel Patrick Bokuniewicz is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. They specialize in managing wealth by creating flexible strategies tailored to each client's financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, they offer personalized wealth management strategies to help clients pursue their goals. Their services include personalized financial planning, investment management, and guidance on topics such as retirement planning, education funding, and wealth transfer. They believe in building long-term relationships with clients, regularly reviewing goals and financial approaches to adapt to changes in life and the markets.

Benjamin Bookkeeping & Financial Services is a reputable accounting and finance institution located at 2282 Milltowne Way in Lake Mary, Florida, United States. With a team of experienced professionals, we provide top-notch bookkeeping and financial services to individuals and businesses alike. Our services include financial planning, tax preparation, payroll management, and much more. Trust us to handle all your accounting needs with precision and efficiency. Visit us today to secure your financial future with Benjamin Bookkeeping & Financial Services.

Axe The Tax Services is a finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. We specialize in helping individuals and businesses navigate the complexities of taxes, providing expert advice and assistance to ensure maximum savings and compliance with tax laws. Our team of experienced professionals is dedicated to providing top-notch service and personalized solutions to meet our clients' financial needs. Visit us today to experience the difference our expertise can make in your financial success.

Aita Tax & Accounting Services CPA is a professional accounting and finance institution located at 801 International Parkway in Lake Mary, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) provide a wide range of tax and accounting services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve financial success. Contact us today to schedule a consultation and see how we can assist with your accounting and financial needs.

U.S. TAX CENTERS & Small Business Services is a professional institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in accounting and finance services, this institution provides expert guidance and support for individuals and small businesses in navigating the complex world of taxes and financial management. With a team of experienced professionals, U.S. TAX CENTERS & Small Business Services offers personalized solutions to help clients achieve their financial goals and maximize their returns. Whether you need assistance with tax preparation, bookkeeping, or financial planning, this institution is dedicated to providing top-notch service and expertise to meet your needs.

Trapane Tax Service is a reputable accounting and finance institution located at 215 Randon Terrace in Lake Mary, Florida, United States. With a team of experienced professionals, Trapane Tax Service offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of comprehensive financial management, Trapane Tax Service is dedicated to providing personalized solutions to meet your specific needs. Trust Trapane Tax Service to help you navigate the complexities of the financial world with confidence and ease.

Padgett Business Services is a renowned accounting and finance institution located at 250 International Parkway in Lake Mary, Florida, United States. With a team of experienced professionals, Padgett Business Services offers a wide range of financial services including bookkeeping, tax preparation, payroll management, and financial planning. Whether you are a small business owner or an individual in need of financial assistance, Padgett Business Services is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you succeed financially.

Superior Tax Services is a trusted accounting and finance institution located at 199 North Country Club Road in Lake Mary, Florida. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Superior Tax Services for all your financial needs and experience the difference our expertise can make.

Addition Financial Credit Union in Lake Mary is a trusted financial institution located at 1000 Primera Boulevard in Lake Mary, Florida. As a full-service credit union, Addition Financial offers a range of financial services including ATM access, banking services, and various finance options. With a commitment to providing personalized service and competitive rates, Addition Financial Credit Union is dedicated to helping members achieve their financial goals and secure their financial future. Visit us today to experience the difference of banking with a credit union that puts your needs first.

Bank of America in Lake Mary, Florida offers convenient drive-thru services for all your banking needs. Located at 4501 West Lake Mary Boulevard, this institution is a reputable bank that provides a wide range of financial services to its customers. Whether you need to deposit a check, withdraw cash, or speak with a banking representative, Bank of America is here to help. With a commitment to excellent customer service and a strong presence in the community, this institution is a trusted partner for all your financial needs. Visit us today for a seamless and efficient banking experience.

Newport is a reputable finance and insurance agency located at 300 Primera Boulevard in Lake Mary, Florida, United States. With a strong commitment to providing top-notch financial services and reliable insurance coverage, Newport is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Newport is the trusted partner you can rely on for expert guidance and support. Visit Newport today to experience the difference in financial services.

Bright Beginnings Early School is a Christian preschool located in Fort Myers, Florida, dedicated to the developmental needs of children from six months to five years old. We offer half day preschool programs, enrichment programs, and a unique Stepping Stones program for children who would benefit from an extra year of preschool before kindergarten. Our school is licensed by the State of Florida Department of Children and Families and is inspected regularly to ensure compliance with all licensing requirements. We provide a safe and nurturing environment for children to learn and grow in all areas: physical, emotional, intellectual, and spiritual. Our programs include Play Day for children 6-24 months, classes for two-year-olds, three-year-olds, and four-year-olds, as well as Voluntary Pre-Kindergarten (VPK) options. We also offer before and after care for enrolled students, as well as financial aid for families in need. Our dedicated staff, led by Director Samantha Didio and Assistant Director Mary Lawrence, is committed to providing a high-quality early education experience for all children. Contact us to schedule a tour or learn more about our programs.

The Insurance Office of America, located at 3210 Lake Emma Road in Lake Mary, Florida, is a trusted insurance agency that focuses on managing risk so you can focus on achieving your dreams. In a world full of uncertainties, having the right insurance coverage is crucial but can be overwhelming. That's where our team of experts comes in to provide you with the peace of mind you need to confidently face whatever challenges may come your way. At IOA, we believe that careers in the insurance industry are the best-kept secret in vocations. Whether you're passionate about helping others, analyzing data, or building relationships, we can help you find your perfect fit. Our company culture values work-life balance and encourages employees to pursue their passions both professionally and personally. From serving our customers and community to supporting each other, IOA is a place where you can thrive and make a difference.

Florida Blue is a leading insurance agency located at 610 Crescent Executive Court in Lake Mary, Florida. As a trusted provider of health insurance and related services, Florida Blue offers a wide range of coverage options to meet the unique needs of individuals and families. With a commitment to quality care and customer service, Florida Blue is dedicated to helping its clients navigate the complexities of the insurance industry and find the coverage that best fits their needs. Contact Florida Blue today to learn more about their insurance offerings and how they can help you protect your health and financial well-being.

Joe Ferrer - Mutual of Omaha Advisor is a dedicated insurance agency located at 1064 Greenwood Boulevard in Lake Mary, Florida, United States. Joe Ferrer is committed to providing clients with expert guidance and consistent service in developing, implementing, and maintaining comprehensive business and individual strategies. Specializing in helping clients establish solid financial plans and save money for college, Joe Ferrer is focused on ensuring that clients are well-prepared for their financial future. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Joe Ferrer works diligently to provide clients with the support and resources they need to achieve their financial goals. For more information, please visit the FINRA BrokerCheck website to learn more about Joe Ferrer's background and qualifications. Please note that insurance agents who are not securities licensed will not be listed on this site.

The Florida Bankers Health Consortium is an insurance agency located at 300 Primera Boulevard in Lake Mary, Florida, United States. This institution specializes in providing health insurance options for bankers in the state of Florida. With a focus on serving the unique needs of the banking industry, the Florida Bankers Health Consortium offers comprehensive and tailored insurance plans to ensure the well-being of bank employees and their families. Their team of experienced professionals are dedicated to providing top-notch customer service and support to help bankers make informed decisions about their health coverage.

Great American Insurance Co, located in Lake Mary, Florida, is a trusted insurance agency with over 150 years of experience. Our specialized coverage options cater to a variety of industries, providing peace of mind to our customers. From farmers and ranchers to commercial transportation, we offer custom coverages to meet unique needs. Our industry-leading expertise and financial strength ensure that we can keep our promise to you when you need us most. With a commitment to outstanding service and a focus on integrity, Great American Insurance Co is a reliable choice for all your insurance needs. Join our team of over 7,500 employees and experience the difference of working with a company that truly cares about its customers.

Ceci McClure - State Farm Insurance Agent is a trusted insurance agency located at 431 East State Road 434 in Longwood, Florida. Between 17-92 and Ronald Reagan Blvd, the office serves the areas of Longwood, Lake Mary, Altamonte Springs, Sanford, Winter Springs, and surrounding Florida areas. Specializing in Car Insurance, Home Insurance, Renter’s Insurance, Condo Insurance, Motorcycle Insurance, Life Insurance, Business Insurance, Boatowners Insurance, Golf Cart Insurance, Pet Insurance, and Financial Services, the office focuses on resident relocations to Seminole County. The team at Ceci McClure State Farm Insurance is dedicated to providing outstanding service and ensuring that customers are protected so they can focus on achieving their life goals. With a focus on motorcycle insurance coverage and safe grilling practices, the agency also offers advice on balance transfers, DIY auto maintenance, and other insurance-related topics.

John English - State Farm Insurance Agent is a reputable insurance agency located at 3208 West Lake Mary Boulevard in Lake Mary, Florida. Serving the areas of Lake Mary, Sanford, Oviedo, Longwood, DeBary, Deltona, and surrounding Florida regions, this institution offers a wide range of insurance services including Auto Insurance, Homeowners Insurance, Condo Insurance, Renter’s Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, and Financial Services. John English, a State Farm Insurance Agent since 1987 and a proud resident of Lake Mary, leads a team of licensed Insurance Professionals with a combined total of 215 years of experience. They are dedicated to providing personalized insurance coverage tailored to each individual's needs. Additionally, the institution offers assistance to small business owners with their Commercial lines of Insurance.

Jan Steimel - State Farm Insurance Agent is an insurance agency located at 705 West State Road 434 in Longwood, Florida. Conveniently situated next to the South Seminole Hospital, our agency has been serving the community since 2005. As a Chairman Circle Agency and Ambassador Travel Qualifiers, we offer free quotes on auto, fire, and life insurance, as well as state-to-state transfers. Our experienced team is dedicated to providing top-notch service and meeting all of your insurance needs. With a focus on auto, renters, home, life, and health insurance, we cater to clients throughout Central Florida, including Longwood, Lake Mary, Sanford, Winter Springs, Oviedo, Casselberry, Altamonte Springs, Clermont, Maitland, and Orlando. Our team consists of knowledgeable professionals with over 60 years of combined experience, including individuals who are fluent in Spanish.

Bina Kalidas - Mutual of Omaha Advisor is an insurance agency located at 1064 Greenwood Boulevard in Lake Mary, Florida, United States. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Bina Kalidas is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual strategies. Clients can trust in Bina Kalidas' expertise and commitment to helping them achieve their financial goals. Please note that only securities licensed Insurance Agents are listed on FINRA BrokerCheck.

Bryan Henshaw at Comparion Insurance Agency is a trusted insurance agency located at 4229 West Lake Mary Boulevard in Lake Mary, Florida. With a commitment to providing personalized service and tailored insurance solutions, Bryan Henshaw and his team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, you can rely on Bryan Henshaw at Comparion Insurance Agency to help you find the coverage that meets your needs. Contact them today to discuss your insurance options and receive a customized quote.

New York Life Insurance is a reputable finance and insurance agency located at 610 Crescent Executive Court in Lake Mary, Florida, United States. With a long-standing history of providing quality insurance products and financial services, New York Life Insurance is committed to helping individuals and families protect their assets and plan for the future. Their team of experienced professionals offers personalized guidance and support to ensure clients have the coverage they need to safeguard their loved ones and investments. Trust New York Life Insurance to be your partner in securing a stable and secure financial future.

Chris Slaby - State Farm Insurance Agent is an experienced insurance agency located at 352 West Lake Mary Boulevard in Sanford, Florida. With over 25 years of experience in the insurance and financial services industry, Chris Slaby has been serving as a State Farm Agent since 2018 in Seminole County, FL. His team focuses on providing personalized car/auto insurance, homeowner’s insurance, renters insurance, umbrella policy insurance, boat insurance, life insurance, health insurance, and business insurance to the community. They offer fast and easy quote services and specialize in relocations to Florida. As the largest car/auto provider in the US, State Farm offers competitive policies and various discounts such as accident-free discount, drive safe and save discount, good student discount, and more. By combining policies, customers can save even more and protect their loved ones. The agency services the entire State of Florida with a local presence in Central Florida, Orlando, Sanford, Winter Springs, Lake Mary, Altamonte Springs, Deltona, Deland, and Oviedo, among other areas.

Presto! ATM at Publix Super Market is a convenient financial institution located at 870 Village Oak Lane in Lake Mary, Florida, United States. This ATM provides easy access to cash withdrawal and other banking services within the Publix Super Market. With its convenient location and reliable service, customers can quickly and easily access their funds while shopping for groceries or running errands.

The Presto! ATM at Publix Super Market is a convenient financial institution located at 825 Rinehart Road in Lake Mary, Florida, United States. This ATM provides easy access to cash withdrawal and other banking services for customers visiting the Publix Super Market. With its convenient location and reliable service, the Presto! ATM is a trusted resource for those in need of quick and easy access to their finances.

Ballantyne Mobile Notary is a reliable and professional finance institution located on Lake Emma Road in Lake Mary, Florida. They offer convenient mobile notary services for all your financial needs. Whether you need documents notarized for loans, mortgages, or legal purposes, their experienced team is dedicated to providing efficient and accurate services. Trust Ballantyne Mobile Notary to handle all your notarization needs with professionalism and expertise.