Financial wellness planning in North Fort Myers, FL
18 results found
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Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 19 Del Prado Boulevard North in Fort Myers, Florida, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. Download your tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. With 8 simple steps to help your money adapt as life changes and information on the 5 challenges workers may face in retirement planning, Principal Financial Group is here to help you plan for the future. You can research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about Principal SimpleInvest and its services. Remember, all investments have inherent risks and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. The Retirement Wellness Planner information and Retirement Wellness Score are limited to financial assumptions and are not intended to be financial advice. Insurance products issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Remember, individual results may vary and participants should regularly review their savings progress and post-retirement needs.
19 Del Prado Blvd N f, Fort Myers, FL 33919, United States -
North Star Resource Group - Fort Myers
● OpenWelcome to North Star Resource Group - Fort Myers, your trusted partner in navigating the complex world of finance. Conveniently located at 3391 Brantley Oaks Drive, Fort Myers, Florida, our dedicated team of financial professionals is committed to providing personalized and comprehensive financial solutions to meet your unique needs. At North Star Resource Group, we understand that financial planning is not a one-size-fits-all endeavor. Whether you're planning for retirement, managing investments, or seeking strategies for wealth preservation, our experts are here to guide you every step of the way. We pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and transparency.
3391 Brantley Oaks Drive, Fort Myers, Florida 33905, United States -
Kelly Daley Insurance Agent: Colonial Life Insurance
● ClosedKelly Daley Insurance Agent: Colonial Life Insurance is a reputable health insurance agency located on Pine Island Road in North Fort Myers, Florida. Specializing in providing comprehensive insurance coverage through Colonial Life, Kelly Daley is dedicated to helping individuals and families protect their health and financial well-being. With a commitment to exceptional customer service and personalized insurance solutions, Kelly Daley Insurance Agent is a trusted partner in ensuring peace of mind for all clients. Contact us today to learn more about our services and how we can help you secure the coverage you need.
525 J, Pine Island Rd, North Fort Myers, FL 33903, United States -
LThomasinsurance.com
● ClosedLThomasinsurance.com is a reputable health insurance agency located at 13180 North Cleveland Avenue in North Fort Myers, Florida, United States. With a strong commitment to providing top-notch insurance solutions, they offer a wide range of health insurance options to meet the diverse needs of individuals and families. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage that suits their specific needs. Whether you are looking for individual or group health insurance, LThomasinsurance.com is here to provide personalized assistance and guidance every step of the way. Contact them today to learn more about their services and how they can help you secure the right insurance plan for your health and well-being.
13180 N Cleveland Ave #136, North Fort Myers, FL 33903, United States -
Ray Hair - State Farm Insurance Agent
● ClosedRay Hair - State Farm Insurance Agent is a reputable insurance agency located at 9541 Cypress Lake Drive in Fort Myers, Florida. They offer a wide range of insurance services including car insurance in Fort Myers, North Fort Myers, Lehigh Acres, and Cape Coral. They also provide life and health insurance, retirement planning, college planning, and homeowners insurance in Fort Myers and North Fort Myers. The agency caters to various clients including business owners, small businesses, new movers, families, Canadians, same-sex couples, and German-speaking customers. They have Spanish-speaking agents available to assist clients as well.
9541 Cypress Lake Dr, Fort Myers, FL 33919, United States -
Ralph MacNiven - State Farm Insurance Agent
● ClosedRalph MacNiven - State Farm Insurance Agent is a trusted insurance agency located at 3765 Airport-Pulling Road North in Naples, Florida. Serving residents of Naples, Bonita Springs, and South Fort Myers, the agency offers a wide range of insurance services including Auto, Life, Financial, Hospital Income, Home, Renter’s, Condo, Pet, Motorcycle, Boat, RV, Golf Cart, and Business Insurance. With over 155 years of combined State Farm Team Experience, the agency is dedicated to providing outstanding service and protecting what's important to customers. The team of licensed Insurance Professionals is available to help with personalized insurance coverage tailored to individual needs. Contact the office for a free quote on Auto, Home, or Life Insurance. Additionally, the agency provides valuable information on topics such as drunk driving prevention, financial wellness, and 529 plan rules. State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products. For more information, visit the office or call (239) 261-8287.
3765 Airport-Pulling Rd N Suite 100, Naples, FL 34105, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental in Fort Myers, Florida, conveniently located at 4125 Cleveland Avenue. Our prime location near the Edison Mall Sears Auto Center and off US Highway 41 makes us the perfect choice for your car rental needs in central Fort Myers. Whether you're planning a family adventure to Sun Splash Family Waterpark, a fishing trip at Lakes Park, or a shopping spree at the Edison Mall, we have a wide range of vehicles to suit your travel plans. Take advantage of our special offer: enjoy one day free of daily time and mileage charges on an intermediate to full-size four-door car when you book a minimum three-day rental. Please note that taxes, concession recovery fees, and other charges are extra, and certain terms and conditions apply. This offer is valid at Avis locations across the contiguous U.S., excluding the New York Metro area, and requires an advance reservation.
4125 Cleveland Avenue, Fort Myers, Florida 33901, United States -
Franciscus Roofing of Florida, Inc.
● ClosedFranciscus Roofing of Florida, Inc. Welcome to Franciscus Roofing of Florida, Inc., your reliable roofing contractor located at 12270 Itec Park Drive, Fort Myers, Florida 33916. We specialize in delivering top-notch roofing solutions, including emergency tarping, repairs, replacements, and insurance claim assistance, especially in the wake of Hurricane Ian. Our dedicated team is available 24/7 to ensure the safety and security of Florida residents during these challenging times.
12270 Itec Park Drive, Fort Myers, Florida 33916, United States -
Coastal Fit Body Boot Camp
● ClosedWelcome to Coastal Fit Body Boot Camp, located at 12220 Towne Lake Drive, Fort Myers, Florida 33913! Our gym is dedicated to transforming lives through fitness and health. Whether you're looking to shed unwanted fat, develop lean muscle, or boost your overall strength, we have the perfect program for you. Our signature 21-Day Back to School, Back to Fit program is designed for all ages, abilities, shapes, and sizes. It's not just about working out; it's about jumpstarting your metabolism and building healthy habits that last. With unlimited bootcamp sessions and personalized nutritional coaching, you'll be on the fast track to achieving your fitness goals.
12220 Towne Lake Drive, Fort Myers, Florida 33913, United States -
Zoecklein Law Manatee
● ClosedWelcome to Zoecklein Law Manatee, your trusted legal partner located at 4916 26th Street West, Bradenton, Florida. We are a dedicated team of experienced attorneys specializing in Wills, Trusts, Estates, and Civil and Real Estate litigation. Our mission is to provide exceptional legal services with integrity and empathy, prioritizing our clients in every interaction. At Zoecklein Law, we focus on Estate Planning and the Administration of Probate and Trusts, offering expertise in Trust and Estate litigation, including Will and Trust Contests, actions against Trustees and Personal Representatives, and more. Our firm is well-versed in handling real estate cases across Florida, assisting clients in recovering property, resolving title issues, and managing unwanted tenants or squatters.
4916 26th Street West, Bradenton, Florida 34207, United States -
Goldman Babboni Fernandez Murphy & Walsh
● OpenWelcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.
8359 Beacon Boulevard, Fort Myers, Florida 33907, United States -
SunTrust ATM
● OpenWelcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
15050 North Cleveland Avenue, North Fort Myers, Florida 33903, United States -
Financity
● OpenWelcome to Financity, your trusted financial partner located at 710 Pondella Road, Suite 7, North Fort Myers, Florida 33903. We specialize in providing top-notch financial services tailored to meet the unique needs of our clients. Whether you're looking for expert financial advice, investment strategies, or assistance with financial planning, our experienced team is here to guide you every step of the way. Our commitment to excellence and personalized service sets us apart in the finance industry. We pride ourselves on building strong, long-lasting relationships with our clients, ensuring that your financial goals are met with precision and care.
710 Pondella Road, North Fort Myers, Florida 33903, United States -
Kostyk Insurance Agency
● ClosedWelcome to Kostyk Insurance Agency, your trusted partner in health and life insurance solutions since 2001. Conveniently located at 5781 Lee Boulevard, Suite 208, Lehigh Acres, Florida, we proudly serve the communities of Fort Myers, Fort Myers Beach, Cape Coral, Clewiston, Estero, La Belle, Lehigh Acres, Naples, North Fort Myers, Port Charlotte, and Punta Gorda, as well as the neighboring counties of Charlotte, Collier, Glades, and Hendry. As an independent Florida insurance agency, we specialize in offering personalized insurance coverage tailored to meet your unique needs. Our experienced team, led by Susan Kostyk, is dedicated to providing you with the attention and personal service you deserve. We represent a diverse portfolio of insurance companies, which allows us to compare rates and coverage options to ensure you receive the best value for your needs.
5781 Lee Boulevard, Lehigh Acres, Florida 33971, United States -
Halcyon Tax Advisors
● ClosedWelcome to Halcyon Tax Advisors, your premier destination for expert tax preparation and financial consulting in North Fort Myers, Florida. Conveniently located at 3444 Marinatown Lane, our dedicated team of experienced tax preparers is committed to providing you with accurate, timely, and stress-free tax services. We specialize in maximizing your returns while ensuring compliance with the latest tax laws and regulations. At Halcyon Tax Advisors, we understand that navigating the complexities of tax filing can be daunting. That's why we offer personalized consultations to tailor our services to your unique financial needs and goals. Whether you're an individual seeking assistance with annual tax returns or a business owner in need of comprehensive financial advice, we are here to help.
3444 Marinatown Lane, North Fort Myers, Florida 33903, United States -
Cape Waterfront Living
● ClosedWelcome to Cape Waterfront Living, your trusted real estate agency located at 2326 Del Prado Boulevard South, Cape Coral, Florida. With over 27 years of experience in the real estate industry, we pride ourselves on our deep roots and commitment to the community of Southwest Florida. Our journey began in a small town in central Illinois, where we embraced mid-western values such as honesty, hard work, and loyalty. Since relocating to Cape Coral in 1985, we have dedicated ourselves to raising our family and serving our neighbors with the same principles. We understand that buying or selling a home is a significant milestone, and we are here to guide you through the process with trust and expertise.
2326 Del Prado Boulevard South, Cape Coral, Florida 33990, United States -
Cypress Walk
● OpenWelcome to Cypress Walk, your premier real estate agency located on Preserve Landing Drive in Fort Myers, Florida. We specialize in connecting clients with exceptional properties in Southwest Florida, showcasing the finest in residential and commercial real estate opportunities. Discover the potential of prime locations such as the 1.1-acre lot at 645 Euclid Ave in Naples, perfect for commercial and professional use. Explore the high and dry half-acre lot in the peaceful community of Lehigh Acres, ready for your custom home. Or envision your dream home on a vacant lot at 209 Woodburn Drive, nestled in a quiet, well-maintained neighborhood.
Preserve Landing Drive, Fort Myers, Florida 33966, United States -
Jonathans Bay
● OpenWelcome to Jonathans Bay, your premier real estate agency located at Jonathans Bay Drive, Fort Myers, Florida 33908. Specializing in resort-style luxury properties, we offer a diverse range of homes and lots that cater to every lifestyle. Whether you're seeking a serene retreat or a vibrant community atmosphere, our listings are sure to impress. Explore prime real estate opportunities like the 1.1-acre lot at 645 Euclid Ave, Naples, perfect for commercial and professional development. Or consider building your dream home on the high and dry half-acre lot in Lehigh Acres, offering ample space and a peaceful environment. If you're looking for a move-in ready residence, our stunning 3-bedroom townhouse in the sought-after Pelican Ridge community or the impeccably upgraded 4-bedroom home in Gladiolus Preserve might be just what you need.
Jonathans Bay Drive, Fort Myers, Florida 33908, United States
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