Financial solutions in The Villages, FL
121 results found
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Divorce Financial Analysis, Inc.
● ClosedDivorce Financial Analysis, Inc. is a finance institution located at 580 Village Boulevard in West Palm Beach, Florida, United States. Our team of experts specializes in providing comprehensive financial analysis and guidance for individuals going through divorce proceedings. We offer personalized solutions to help our clients navigate the complexities of dividing assets, determining spousal support, and planning for their financial future post-divorce. With our in-depth knowledge and experience in divorce finance, we strive to empower our clients to make informed decisions and achieve financial stability during this challenging time.
580 Village Blvd #110, West Palm Beach, FL 33409, United States -
Alchemy Financial Solutions
● ClosedAlchemy Financial Solutions is a leading accounting and finance institution located at 5561 Lake Shore Village Circle in Greenacres, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include tax preparation, bookkeeping, financial planning, and more. Contact us at (561) 649-0774 to learn how we can help you with your financial needs.
5561 Lake Shore Village Cir, Greenacres, FL 33463, United States -
The QuickBooks Guy
● OpenThe QuickBooks Guy, located at 5577 Muirfield Village Circle in Lake Worth Beach, Florida, is a top provider of outsourced QuickBooks training, problem-solving, and on-demand bookkeeping services in the Southeast USA. Led by the experienced and Intuit Elite QBO Certified Proadviser, Ted, who has over 16 years of consulting and accounting experience, The QuickBooks Guy offers personalized coaching and support for all versions of Intuit software, including QuickBooks Online, QuickBooks Pro Desktop edition, QuickBooks Premier edition, and QuickBooks Enterprise Solutions edition. Whether you are a Florida-based business or a national franchise, The QuickBooks Guy can help with setup, processes, sales cart integration, and inventory management. Ted specializes in designing and implementing personalized QBO training programs and outsourced bookkeeping services for small and medium-sized companies, saving them time, money, and anxiety.
5577 Muirfield Village Cir, Lake Worth Beach, FL 33463, United States -
Edward Jones - Financial Advisor Greg Panjian AAMS
● ClosedEdward Jones - Financial Advisor Greg Panjian AAMS is a trusted financial institution located at 309 Colony Boulevard in The Villages, Florida, United States. As a certified Accredited Asset Management Specialist (AAMS), Greg Panjian is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of services including retirement planning, wealth management, and education funding. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor Greg Panjian AAMS is committed to helping you navigate the complexities of the financial world with confidence.
309 Colony Blvd, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Jayne D Wakeman, AAMS™
● ClosedEdward Jones - Financial Advisor: Jayne D Wakeman, AAMS™ is a reputable financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in providing personalized financial planning and investment services, Jayne D Wakeman, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor. Whether you are planning for retirement, saving for college, or investing for the future, Jayne D Wakeman, AAMS™ is committed to providing expert advice and tailored solutions to meet your individual needs.
Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States -
Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCatherine Harris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. Catherine Harris holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Catherine Harris is dedicated to providing ethical and professional financial advice to help clients achieve their financial goals.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Niccole M Palacios
● ClosedEdward Jones - Financial Advisor: Niccole M Palacios is a trusted financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in providing personalized financial advice and services, Niccole M Palacios is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships, this institution offers a wide range of financial solutions tailored to meet the individual needs of each client. Whether you are planning for retirement, investing for the future, or simply looking to grow your wealth, Niccole M Palacios and her team are here to guide you every step of the way. Trust in Edward Jones - Financial Advisor: Niccole M Palacios for expert financial advice and a commitment to your financial success.
Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States -
Wells Fargo Advisors Financial Network
● OpenWells Fargo Advisors Financial Network is a leading financial institution located at 1070 Lake Sumter Landing in The Villages, Florida, United States. As a part of the Wells Fargo network, we provide a wide range of financial services and investment solutions tailored to meet the unique needs of our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and strategic planning. Contact us today to learn more about how we can help you secure your financial future.
1070 Lake Sumter Landing, The Villages, FL 32162, United States -
Linn Financial
● ClosedLinn Financial is a reputable finance institution located at 561 Fieldcrest Drive in The Villages, Florida, United States. With a commitment to providing top-notch financial services, Linn Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Linn Financial is dedicated to helping you achieve your financial goals. Their team of experienced professionals is ready to provide personalized and expert guidance to help you navigate the complexities of the financial world. Trust Linn Financial to be your partner in financial success.
561 Fieldcrest Dr, The Villages, FL 32162, United States -
The Buzard Kinzer Group - Morgan Stanley
● OpenThe Buzard Kinzer Group at Morgan Stanley is a leading financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Specializing in providing comprehensive financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to provide personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, The Buzard Kinzer Group at Morgan Stanley is your trusted partner in financial success.
832 Lake Sumter Landing, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Clay C Palmer
● ClosedMerrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Anthony Gould
● ClosedMerrill Lynch Financial Advisor Anthony Gould is located at 1100 Canal Street in The Villages, Florida, United States. The institution is a finance type, offering personalized financial strategies and wealth management services for affluent families, individuals, and successful business owners. With over two decades of experience in Central Florida, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams", Merrill Lynch advisors are committed to setting the standard for exemplary client service. With access to the global resources of Merrill, the team is comprised of talented and experienced individuals who work together seamlessly to deliver appropriate solutions that address all aspects of their clients' financial lives. By embodying core values such as integrity, knowledge, respect, and teamwork, Merrill Lynch advisors strive to provide the highest level of service and support to help clients achieve their financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, advisors tailor financial strategies to reflect each client's unique needs, priorities, and goals. The team works with clients to develop a customized financial approach designed to help manage, grow, and preserve wealth for the long-term. With a focus on personalized advice and professional management, Merrill Lynch advisors help clients stay on track towards pursuing their objectives. By building a dedicated one-on-one relationship with clients, Merrill Lynch Wealth Management Advisors are committed to providing comprehensive financial solutions to help navigate the financial and economic landscapes. Whether it's planning for retirement, managing future health care expenses, or passing wealth to future generations, Merrill Lynch advisors are dedicated to helping clients pursue their goals and live their best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Fred Siyufy
● ClosedMerrill Lynch Financial Advisor Fred Siyufy is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. We work together with our clients to help them understand their unique priorities and full financial picture, especially when planning for retirement. Whether you are considering rolling over your 401(k) or need advice on managing future health care expenses, college savings, or passing wealth to future generations, our team is here to help. We offer personalized investment strategies and access to comprehensive financial solutions to help you pursue your goals. Our mission is to understand you and what matters most to you, so we can create a personalized plan to help you manage, grow, and preserve your wealth. With the support of Merrill's global resources and banking solutions from Bank of America, we are committed to helping you achieve your financial goals. Contact us today to start planning for your financial future.
1100 Canal St, The Villages, FL 32162, United States -
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Robert A Luther
● ClosedMerrill Lynch Financial Advisor Robert A Luther is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth starts with a comprehensive understanding of your financial situation. By focusing on what matters most to you, Robert A Luther can help create a flexible strategy that adapts to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial goals.
1100 Canal St, The Villages, FL 32162, United States -
Process Improvement & Financial Insight
● OpenProcess Improvement & Financial Insight is a leading institution dedicated to helping businesses enhance their operational efficiency and financial performance. Located at 9672 Southeast 171st Argyll Street in The Villages, Florida, United States, our team of experts offers comprehensive solutions to streamline processes, reduce costs, and maximize profitability. With a focus on continuous improvement and data-driven insights, we empower organizations to achieve sustainable growth and success in today's competitive market. Contact us today to learn more about how we can help your business thrive.
9672 SE 171st Argyll St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Patrick Kavanaugh
● ClosedMerrill Lynch Financial Advisor Patrick Kavanaugh is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Specializing in personalized wealth management strategies, Patrick Kavanaugh helps clients create flexible financial plans tailored to their individual goals and priorities. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients have access to a comprehensive approach to managing their wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Patrick Kavanaugh works to understand each client's unique financial situation and preferences, helping them pursue their long-term goals. With a focus on building lasting relationships and staying informed about changes in clients' lives, Patrick Kavanaugh aims to provide ongoing support and guidance to help clients achieve financial success. As a registered advisor in multiple states and holding certifications as an Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™, Patrick Kavanaugh is dedicated to helping clients navigate the complexities of investing and financial planning.
1100 Canal St, The Villages, FL 32162, United States -
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira holds multiple 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®, 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®. These certifications demonstrate Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Rapson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Matthew holds various certifications and designations, 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®. Matthew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and retirement planning, Matthew is committed to helping clients achieve their financial goals. Contact Matthew Rapson at Ameriprise Financial Services, LLC for expert financial advice and personalized financial planning solutions.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Hana Financial Group Inc
● OpenHana Financial Group Inc is a leading financial institution located at 3207 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. Specializing in a wide range of financial services, Hana Financial Group Inc offers expert advice and tailored solutions to meet the unique needs of its clients. With a team of experienced professionals, the institution is committed to providing top-notch financial services and helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or wealth management, Hana Financial Group Inc is here to help you navigate the complex world of finance with confidence and ease.
3207 Sawgrass Village Cir, Ponte Vedra Beach, FL 32082, United States -
Prosperity Financial Solution
● OpenProsperity Financial Solution is a leading finance institution located at 100 Village Square Crossing in Palm Beach Gardens, Florida, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals. From personalized financial planning to investment management, we offer a wide range of services to help our clients prosper and secure their financial future. Visit us today and let us help you navigate the complexities of the financial world with confidence and ease.
100 Village Square Crossing #103, Palm Beach Gardens, FL 33410, United States -
Bayshore Village Holdings Group
● OpenWelcome to Bayshore Village Holdings Group, your trusted partner in banking and finance, conveniently located at 9250 Sedgefield Road, North Fort Myers, Florida. As a cornerstone of the local community, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to delivering exceptional service and innovative financial products that help you achieve your financial goals. Whether you're looking to open a personal account, secure a loan, or explore investment opportunities, Bayshore Village Holdings Group is here to guide you every step of the way. Visit us today and experience the difference of a community-focused financial institution that truly values your success.
9250 Sedgefield Road, North Fort Myers, Florida 33917, United States -
Sawgrass Asset Management, LLC
● ClosedSawgrass Asset Management, LLC is a finance institution located at 5000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. They specialize in providing wealth management services, investment advice, and financial planning solutions to individuals and businesses. With a team of experienced professionals, Sawgrass Asset Management, LLC aims to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sawgrass Asset Management, LLC offers personalized services tailored to meet your specific needs.
5000 Sawgrass Village Cir UNIT 32, Ponte Vedra Beach, FL 32082, United States -
AllnOne Tax and Business Services
● ClosedAllnOne Tax and Business Services, located at 4227 Village Court in Marianna, Florida, is your go-to destination for all your accounting and finance needs. We understand that tax season can be overwhelming, which is why we are here to simplify the process and maximize your returns. Our team of certified professionals is dedicated to ensuring you get the most out of your tax filing experience. From basic tax returns to complex filings, we have you covered with our comprehensive range of services. Our experts stay up-to-date on the latest tax regulations to ensure accuracy and optimization in your returns.
4227 Village Ct, Marianna, FL 32448, United States -
Bill Reardon - State Farm Insurance Agent
● ClosedBill Reardon - State Farm Insurance Agent is a dedicated insurance agency located at 2120 Killarney Way in Tallahassee, Florida. With over 26 years of experience, Bill and his team are passionate about serving families and making insurance services both effective and enjoyable. Conveniently located near The Centre of Tallahassee, they offer free quotes for Auto, Home, Renters, and Life insurance for clients in Tallahassee and throughout Florida. Bill, a graduate of Eastern Illinois University, has been a proud resident of Tallahassee since 2002, where he enjoys spending time with his family and pets. The team's mission is to help clients manage risks, recover from unexpected events, and achieve their dreams. Services include insurance and financial services, with a focus on providing personalized solutions to meet individual needs. For more information or assistance, please call (850) 562-0760. Please note that State Farm VP Management Corp. is a separate entity that offers investment services, and neither State Farm nor its agents provide tax or legal advice.
1607 Village Square Blvd #6, Tallahassee, Florida 32309, United States -
Hancock Whitney Bank
● ClosedHancock Whitney Bank is a trusted financial institution located at 2105 Capital Circle Northeast in Tallahassee, Florida, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing exceptional customer service and innovative banking solutions, Hancock Whitney Bank is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with Hancock Whitney.
2105 Capital Cir NE, Tallahassee, FL 32308, United States -
JDM & Associates Insurance
● OpenJDM & Associates Insurance is a reputable health insurance agency located at 1550 Village Square Boulevard in Tallahassee, Florida, United States. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are dedicated to helping you find the right plan at the best possible rate. Contact us today to learn more about how we can help you protect your health and financial well-being.
1550 Village Square Blvd, Tallahassee, FL 32309, United States -
Unique Wealth
● ClosedUnique Wealth is a premier finance institution located at 732 South Village Circle in Tampa, Florida, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their wealth management goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. At Unique Wealth, we prioritize transparency, integrity, and client satisfaction to ensure a successful financial future for all our clients.
732 S Village Cir, Tampa, FL 33606, United States -
McV Tax & Advisory Services LLC
● ClosedMcV Tax & Advisory Services LLC is a leading accounting and finance institution located in Tallahassee, Florida. With a prime location at 1615 Village Square Boulevard, our team of experienced professionals is dedicated to providing top-notch tax and advisory services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or business consulting, we are here to assist you every step of the way. Trust McV Tax & Advisory Services LLC for all your accounting and finance needs.
1615 Village Square Blvd # 1, Tallahassee, FL 32309, United States -
Pivotal Surgical Partners
● OpenPivotal Surgical Partners is a healthcare management services organization located at 1824 King Street in Jacksonville, Florida, United States. Our innovative approaches are designed to transform healthcare practices and help them thrive in today's ever-changing environment. We offer a variety of customized solutions, including practice management, accounting, HR, payroll, physician recruitment, coding, compliance, IT, marketing, and more, to support the needs of both healthcare providers and patients. Joining one of our clinic partners allows you to bring your unique talents and expertise to the table, while also offering competitive compensation, full benefits, and opportunities for growth. Whether you are a healthcare provider looking to enhance the quality and financial performance of your practice, or a patient seeking top-notch care, Pivotal Surgical Partners is here to support you every step of the way.
1824 King St #200, Jacksonville, FL 32204, United States
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