Financial wellness planning in Gainesville, FL
34 results found
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Kenneth Church, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedKenneth Church is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. As an insurance agency, Kenneth Church offers a wide range of insurance products and financial services to help clients protect their assets and plan for their future. With a focus on personalized service and tailored solutions, Kenneth Church is committed to helping individuals and families achieve their financial goals and secure their financial well-being. Contact Kenneth Church today to learn more about their offerings and how they can help you plan for a secure financial future.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Gratium Wealth Planning - Ameriprise Financial Services, LLC
● OpenGratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 24 Northwest 33rd Court in Gainesville, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to helping you achieve your financial objectives. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure your privacy and security. As a member of FINRA and SIPC, we uphold the highest standards of professionalism and integrity in our services. We appreciate the opportunity to assist your friends or family members in reaching their financial goals, and we will be in touch with them soon. Feel free to inform them in advance about our upcoming communication. Thank you for choosing Gratium Wealth Planning - Ameriprise Financial Services, LLC for your financial planning needs.
24 NW 33rd Ct STE B, Gainesville, FL 32607, United States -
CollaborativeWEALTH - Gainesville
● ClosedCollaborativeWEALTH - Gainesville is a branch of the financial planning and integrated wealth management firm headquartered in Lake Mary, Florida. Located at 4915 Northwest 43rd Street in Gainesville, Florida, our team of professionals is dedicated to helping individuals, families, and businesses build a solid financial foundation. We believe that your goals, dreams, and financial well-being are interconnected, and we are here to assist you in taking the necessary steps to achieve what truly matters to you. Our services include comprehensive financial planning, investment advice, wealth management, personalized client service, and independent asset management. As a fee-based firm, we do not offer proprietary products, allowing us to provide tailored financial advice that suits your unique circumstances. Our advisors are registered representatives with LPL Financial and can only conduct securities business in specific states.
4915 NW 43rd St, Gainesville, FL 32606, United States -
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTrey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3520 Northwest 43rd Street, Gainesville, Florida, United States. The institution offers a range of certifications and designations to its professionals, 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 cover a variety of financial planning and investment topics, ensuring that advisors at Trey W Clark are well-equipped to provide expert advice to their clients. Additionally, the institution offers specialized training for advisors working with military personnel. With a focus on ethics, professionalism, and expertise, Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and businesses achieve their financial goals.
3520 NW 43rd St, Gainesville, FL 32606, United States -
Don Acosta - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDon Acosta, a financial advisor at Ameriprise Financial Services, LLC, located at 24 Northwest 33rd Court in Gainesville, Florida, offers personalized investment and financial planning services. With a focus on your individual goals and risk tolerance, Don provides tailored recommendations to help you achieve financial success. Regular progress reviews and updates ensure that your approach aligns with any changes in your life. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Don can help you reach your financial goals. Don Acosta is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Member FINRA and SIPC.
24 NW 33rd Ct STE B, Gainesville, FL 32607, United States -
James Moore & Co. | CPA Tax Accountant Gainesville FL
● ClosedJames Moore & Co. is a CPA Tax Accountant institution located in Gainesville, Florida. Specializing in accounting, finance, and local government services, James Moore & Co. offers a range of resources to help businesses navigate the complexities of tax obligations in the United States. From payroll taxes to federal and state income taxes, their team of experts provides guidance and support to ensure compliance and success. With a focus on building operational success and staying ahead of the latest trends in the industry, James Moore & Co. is a trusted partner for individuals, businesses, nonprofits, and government entities in the Gainesville area. Their team of experienced CPAs and tax consultants are dedicated to providing personalized and actionable financial insights to help clients thrive in a competitive market. Whether you're a startup, a well-established company, or a government agency, James Moore & Co. is committed to delivering value and support through their comprehensive accounting and tax planning services. Visit their office at 5931 Northwest 1st Place in Gainesville to learn more about how they can help you achieve your financial goals.
5931 NW 1st Pl, Gainesville, FL 32607, United States -
Cotton's All Lines Insurance, Inc.
● ClosedCotton's All Lines Insurance, Inc. is a reputable health insurance agency located in Gainesville, Florida. Our dedicated team of professionals is committed to providing comprehensive insurance solutions to meet the individual needs of our clients. With a focus on customer service and personalized care, we strive to ensure that our clients have access to the best coverage options available. Visit us at 1222 Northwest 16th Avenue to learn more about how Cotton's All Lines Insurance, Inc. can help you protect your health and financial well-being.
1222 NW 16th Ave, Gainesville, FL 32601, United States -
Ruz Ogra - State Farm Insurance Agent
● ClosedRuz Ogra - State Farm Insurance Agent is a dedicated insurance agency located at 3545 Southwest 34th Street in Gainesville, Florida. Our team of professionals is committed to helping you find the right insurance options for your family, focusing on State to State transfers and relocations to North Central Florida. We offer a wide range of insurance services, including Auto Insurance, Home Insurance, Life & Health Insurance, Small Business Insurance, Renters Insurance, Boat Insurance, Financial Services, and more. Our team is experienced in assisting transfer students with their insurance needs, as well as offering Condo Insurance and umbrella policies. We prioritize the protection of our customers and provide outstanding insurance and customer service to residents of Gainesville and the surrounding areas. Join our State Farm family today and meet our friendly team of professionals who are ready to assist you with all of your insurance needs.
3545 SW 34th St Unit D, Gainesville, FL 32608, United States -
UF Health Internal Medicine - Medical Plaza
● ClosedUF Health Internal Medicine - Medical Plaza, located at 1549 Gale Lemerand Drive in Gainesville, Florida, is a full-service internal medicine practice staffed by expertly trained and board-certified UF faculty physicians. Patients can expect comprehensive consultation, evaluations, and treatments at this location, as well as at UF Health Internal Medicine at Tower Hill and UF Health Internal Medicine at Springhill. Services offered include physical therapy, occupational therapy, massage therapy, on-site imaging services, specialty pharmacy services, lab testing, and adaptive seating evaluations. The institution accepts most prescription plans, offers competitive prices, and provides financial assistance based on income level for uninsured or underinsured patients.
1549 Gale Lemerand Dr 4th Floor, Suite 4592, Gainesville, FL 32610, United States -
Soteria Mallard, Aflac Agent
● ClosedSoteria Mallard, Aflac Agent is a health insurance agency located at 4735 Northwest 53rd Avenue, Gainesville, Florida, United States. They offer a range of products to help provide financial peace of mind, covering expenses that health insurance may not. From emergency treatment to cancer care, critical illness treatments to final expense whole life insurance, they have options to suit various needs. Additionally, they offer supplemental insurance coverage for dental and vision, as well as plans for pet insurance and employee benefits. With a focus on providing essential insurance protection during times of need, Soteria Mallard, Aflac Agent is here to help you protect your future.
4735 NW 53rd Ave A, Gainesville, FL 32653, United States -
Met Life
● OpenMetLife is an insurance agency located at 427 Southwest 69th Street in Gainesville, Florida, United States. They offer a wide range of insurance products to protect you and your family, all in one convenient place. At MetLife, safeguarding your information is a top priority, especially in today's world where scams and social engineering are becoming more prevalent. They provide valuable information on how to identify and protect yourself from potential scams.
427 SW 69th St, Gainesville, FL 32607, United States -
Bankers Life
● ClosedBankers Life, located at 6241 Northwest 23rd Street in Gainesville, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the importance of long-term care planning, it's crucial to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning your next steps and achieve more at Bankers Life.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Lottye Manns, Bankers Life Agent
● ClosedLottye Manns, Bankers Life Agent is a reputable insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing personalized insurance solutions, our team of experienced agents is dedicated to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are committed to offering top-notch service and tailored solutions to meet your specific needs. Contact us today to schedule a consultation and learn more about how we can assist you in securing your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Principal
● OpenPrincipal is a finance institution located at 1318 Northeast 15th Street, Gainesville, Florida, United States. Discover how insurance can help protect what matters most to you and easily access your tax forms. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages with our tailored accounts for long-term goals. Invest confidently in your future with Principal. Meet your money goals with a partner in your area and navigate life changes with our simple steps. Research our firm with FINRA's BrokerCheck and learn about our investment products. Plan for retirement with Principal's Retirement Wellness Planner and receive important information about our services and fees. Invest in your future with Principal Financial Group® and secure your financial well-being.
1318 NE 15th St, Gainesville, FL 32601, United States -
Jason Thompson - State Farm Insurance Agent
● ClosedJason Thompson - State Farm Insurance Agent is an insurance agency located at 119 Northwest 137th Drive in Newberry, Florida, United States. Our team is dedicated to finding the right insurance package for you, offering a "Personal Price Plan" to meet your individual needs. Whether you require Auto, Home, or Life Insurance, we are here to assist you. Jason Thompson, the State Farm Agent, was born and raised in Alachua County and is actively involved in the community. With a focus on providing Auto, Home, Life, and Health Supplemental policies to Gainesville, Newberry, and throughout Florida, we are committed to earning your business and ensuring your insurance needs are taken care of.
119 NW 137th Dr Ste 20, Newberry, FL 32669, United States -
Chacon Diaz & Di Virgilio Wealth Management
● ClosedChacon Diaz & Di Virgilio Wealth Management is a finance institution located at 6208 Northwest 43rd Street in Gainesville, Florida, United States. Our team provides financial planning and investment management services that are objective, unbiased, and always in the best interest of our clients. With certified expertise, specialized education, and extensive experience, we work tirelessly to ensure the financial well-being of our clients. Recognized by the University of Florida as one of the 100 fastest-growing, Gator-led companies in the world, we are proud to be among the top 20 MBA programs amongst public schools. Trust Chacon Diaz & Di Virgilio Wealth Management to guide you towards a secure financial future.
6208 NW 43rd St, Gainesville, FL 32653, United States -
Betty Jones, Bankers Life Agent
● OpenBetty Jones, Bankers Life Agent is a reputable insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing comprehensive insurance solutions, Betty Jones is a trusted Bankers Life agent with a proven track record of helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Betty Jones is committed to providing personalized service and expert guidance to meet your individual needs. Visit us today to learn more about how we can help you secure your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Douglas Jones, Bankers Life Agent
● ClosedDouglas Jones, Bankers Life Agent is a reputable insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing insurance products and services from Bankers Life, this institution is dedicated to helping individuals and families protect their financial future. With a team of experienced agents, Douglas Jones offers personalized insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning, Douglas Jones, Bankers Life Agent is committed to providing reliable and trustworthy insurance options. Contact them today to learn more about how they can help you secure your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Jose Rodriguez, Bankers Life Agent
● ClosedJose Rodriguez, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing comprehensive insurance solutions, Jose Rodriguez is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, clients can trust in the expertise and professionalism of Jose Rodriguez, Bankers Life Agent. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jose Rodriguez is committed to finding the right insurance solutions to meet your needs. Contact Jose Rodriguez, Bankers Life Agent today to secure your peace of mind and safeguard your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Lachell Todd, Bankers Life Agent
● ClosedLachell Todd, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing a range of insurance products and services, Lachell Todd offers personalized solutions to meet the individual needs of their clients. With a focus on customer satisfaction and financial security, Lachell Todd, Bankers Life Agent is dedicated to helping individuals and families protect their assets and plan for the future. Contact them today to learn more about their insurance offerings and how they can help you secure your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Jordan Gill, Bankers Life Agent
● OpenJordan Gill, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida. Specializing in providing insurance services from Bankers Life, this institution offers a range of insurance products to meet the needs of individuals and families. With a focus on personalized service and tailored insurance solutions, Jordan Gill is dedicated to helping clients protect their financial well-being and plan for the future. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Jordan Gill, Bankers Life Agent is here to help you navigate the complexities of the insurance market and find the right coverage for your needs. Visit their office in Gainesville or contact them to learn more about their services and how they can assist you in securing your financial future.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Roberto Bouzas, Bankers Life Agent
● OpenRoberto Bouzas, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. As a dedicated Bankers Life agent, Roberto Bouzas provides personalized insurance solutions to help individuals and families protect their financial futures. With a commitment to excellent customer service and a wealth of knowledge in the insurance industry, clients can trust Roberto to provide expert guidance and tailored insurance plans to meet their specific needs. Contact Roberto Bouzas, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Brian Gillespie, Bankers Life Agent
● OpenBrian Gillespie, Bankers Life Agent is a reputable insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida. As a dedicated Bankers Life agent, Brian Gillespie is committed to helping individuals and families protect their financial futures through a range of insurance products and services. With a focus on providing personalized attention and tailored solutions, Brian Gillespie strives to build long-lasting relationships with clients and ensure they have the coverage they need. Whether you are looking for life insurance, long-term care insurance, or retirement planning, you can trust Brian Gillespie, Bankers Life Agent to provide expert guidance and support. Visit the office in Gainesville today to learn more about how Brian Gillespie can help you secure your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Jerald Parker, Bankers Life Agent
● ClosedJerald Parker, Bankers Life Agent is a reputable insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing insurance solutions from Bankers Life, our agency is dedicated to helping individuals and families protect their financial well-being. With a focus on personalized service and tailored insurance plans, our experienced agents strive to provide peace of mind and security for our clients. Contact us today to learn more about our insurance products and how we can help you plan for the future.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Dwight White, Bankers Life Agent
● ClosedDwight White, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in Bankers Life insurance products, our dedicated team of agents is committed to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care insurance, or annuities, we are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start safeguarding your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
Eira Brooks, Bankers Life Agent
● OpenEira Brooks, Bankers Life Agent is a reputable insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing comprehensive insurance solutions, Eira Brooks is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, Eira Brooks, Bankers Life Agent is committed to assisting individuals and families with their insurance needs. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
6241 NW 23rd St Ste 402, Gainesville, FL 32653, United States -
ERICH TYRONE WYCKOFF
● OpenERICH TYRONE WYCKOFF is a healthcare institution located at 6705 Northwest 10th Place in Gainesville, Florida, United States. Specializing in medical care, Dr. Erich Tyrone Wyckoff provides expert services in a variety of health-related fields. With a focus on patient-centered care and a commitment to excellence, this institution offers top-quality medical services to individuals in need. Dr. Wyckoff and his team strive to provide personalized and compassionate care to each patient, ensuring their well-being and health are always the top priority.
6705 NW 10th Pl, Gainesville, FL 32605, United States -
Amanda Brooks
● OpenAmanda Brooks is a renowned health institution located at 4408 Northwest 36th Avenue in Gainesville, Florida, United States. Specializing in providing top-notch healthcare services, Amanda Brooks is committed to promoting wellness and improving the quality of life for all patients. With a team of highly skilled medical professionals and state-of-the-art facilities, Amanda Brooks is dedicated to delivering exceptional care and personalized treatment plans to meet the unique needs of each individual. Whether you are seeking preventive care, treatment for a specific condition, or ongoing medical support, Amanda Brooks is here to help you achieve optimal health and well-being.
4408 NW 36th Ave, Gainesville, FL 32606, United States -
Roney Dos Santos Ramos - Thrivent
● ClosedRoney Dos Santos Ramos - Thrivent is a finance institution located at 7733 West Newberry Road, Suite B2, Gainesville, Florida, United States. The institution is licensed in multiple states including AL, CA, CO, FL, GA, ID, IL, IN, KS, MI, MO, MS, NC, NJ, NY, OH, OK, SD, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products as well as securities and investment advisory services through Thrivent Investment Management Inc. Licensed agents and producers of Thrivent provide these services, with only financial advisors credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website.
7733 W Newberry Rd Ste B2, Gainesville, FL 32606, United States -
Patty's Tax Service
● OpenPatty's Tax Service is a trusted accounting and finance institution located at 3720 Northwest 43rd Street in Gainesville, Florida, United States. With a team of experienced professionals, we specialize in providing expert tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and regulations to ensure they are maximizing their financial opportunities. Whether you need assistance with tax preparation, planning, or filing, Patty's Tax Service is here to provide personalized and reliable service to meet your specific needs. Visit us today to experience the difference our expertise can make for your financial well-being.
nw 32606, 3720 NW 43rd St, Gainesville, FL 32606, United States
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