Financial wellness planning in Plantation, FL
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Access Life Financial Inc
● ClosedAccess Life Financial Inc is an insurance agency located at 950 South Pine Island Road in Plantation, Florida, United States. As "The Living Benefits IMO", Alliance Group offers independent agents and agencies superior marketing and training solutions. Since 1998, they have been helping partners spread awareness about Living Benefits life insurance, as well as assisting with tax-free retirement, mortgage protection, small business planning, and estate planning needs. Alliance Group provides a powerful arsenal of marketing and training tools to educate prospects, create value, and close business. They stand out in the industry by offering unmatched in-house marketing and training tools, bringing unprecedented quality and value to their partner's businesses. Testimonials from partners showcase the immediate and massive benefits of partnering with Alliance Group, praising their top-notch training resources, innovative marketing solutions, and long-lasting relationships. For anyone in search of the best life insurance IMO, Alliance Group at Access Life Financial Inc is the go-to choice for exceptional service and support.
950 S Pine Island Rd Suite 150, Plantation, FL 33324, United States -
LPL Financial: Jim Casey, CFP
● ClosedLPL Financial: Jim Casey, CFP is a finance institution located at 1333 South University Drive in Plantation, Florida, United States. Led by Certified Financial Planner Jim Casey, this institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, LPL Financial provides expert guidance and support to help individuals and families navigate their financial future with confidence. Whether you are planning for retirement, investing for the future, or looking to protect your assets, LPL Financial: Jim Casey, CFP is dedicated to helping you make informed decisions and secure your financial well-being.
1333 S University Dr # 200, Plantation, FL 33324, United States -
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRichard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of financial services and is accredited with various certifications such as 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 ensure that the advisors at Richard B Bernstein are well-equipped to provide expert financial advice and services to their clients.
7520 NW 5th St STE 200, Plantation, FL 33317, United States -
Merrill Lynch Financial Advisor Alfredo Aguirre
● ClosedMerrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, United States -
Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of certifications and designations for its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This comprehensive list of certifications ensures that advisors are well-equipped to provide expert financial advice to individuals and businesses.
7520 NW 5th St STE 200, Plantation, FL 33317, United States -
HealthMarkets Insurance - Joseph DiSomma
● ClosedHealthMarkets Insurance - Joseph DiSomma is a reputable health insurance agency located at 6600 Cypress Road in Plantation, Florida. With a strong focus on providing personalized insurance solutions to meet the unique needs of each individual, HealthMarkets Insurance - Joseph DiSomma is dedicated to helping clients find the right coverage at the right price. Whether you are looking for health insurance for yourself, your family, or your small business, the experienced team at HealthMarkets Insurance - Joseph DiSomma is committed to helping you navigate the complex world of insurance and find a plan that fits your needs. Contact them today to learn more about their services and how they can help you protect your health and financial well-being.
6600 Cypress Rd, Plantation, FL 33317, United States -
Sobal Nationwide Health
● ClosedSobal Nationwide Health is a reputable health insurance agency located at 8050 Southwest 10th Street in Plantation, Florida, United States. With a focus on ensuring the health and well-being of employees in Florida's small business environment, Sobal Nationwide Health offers a variety of individual and family health insurance plans. These plans serve as a pillar of personal well-being and financial security, providing a safety net for individuals and families in today's uncertain world. Trust Sobal Nationwide Health to help you navigate the complex landscape of healthcare and find the best insurance plan to meet your needs.
8050 SW 10th St Ste 1000, Plantation, FL 33324, United States -
Rupert Brown - State Farm Insurance Agent
● ClosedRupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
17 N State Rd 7, Plantation, FL 33317, United States -
Tom Martinez - State Farm Insurance Agent
● ClosedWelcome to Tom Martinez - State Farm Insurance Agent located at 7900 Nova Drive in Davie, Florida. Our 2-story building is conveniently situated just north of the current local, on the Southwest corner of University Drive and Nova Drive behind Fred Hunters. Our experienced team has over 35 years of combined experience in the insurance industry and is dedicated to providing personalized insurance plans tailored to meet the unique needs of you and your loved ones. Whether you are in need of Auto, Homeowners, Renters, Health, Life, Business, Boat, Motorcycle, or Commercial Insurance, we are here to help. Our team takes pride in serving the Davie community, as well as Fort Lauderdale, Plantation, Cooper City, Lauderhill, Pembroke Pines, Sunrise, Weston, and surrounding areas throughout the state of Florida.
7900 Nova Dr Ste 105, Davie, FL 33324, United States -
Brian Rowe, Bankers Life Agent
● OpenBrian Rowe, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida. As a trusted representative of Bankers Life, Brian Rowe offers a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and expert advice, Brian Rowe is dedicated to helping individuals and families find the insurance solutions that best meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Brian Rowe, Bankers Life Agent is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial well-being.
150 S Pine Island Rd Ste 230 & 240, Plantation, FL 33324, United States -
Kendrix Prim, Bankers Life Agent
● OpenKendrix Prim, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida. Specializing in providing insurance products and services from Bankers Life, our dedicated team of professionals is committed to helping clients protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, our experienced agents are here to guide you every step of the way. Visit us today to learn more about how we can help you secure your financial well-being.
150 S Pine Island Rd Ste 230 & 240, Plantation, FL 33324, United States -
Gelbwaks Executive Marketing Corporation. ( Insurance Specialists)
● ClosedGelbwaks Executive Marketing Corporation is a renowned insurance agency located at 10051 Northwest 1st Court, Plantation, Florida, United States. With decades of experience in the insurance industry, we specialize in helping clients prepare for the unknown by providing access to top insurance products and carriers in the nation. Our team takes a collaborative approach to research and create the best financial solutions for each client. Peter Gelbwaks, a seasoned professional with over 50 years in the industry, is a distinguished member of the Leading Producers Round Table and has received numerous accolades for his contributions to the field of insurance. Marjorie Gelbwaks Schaefer, a top performer in Life and Disability insurance, is also a member of the Million Dollar Round Table.
10051 NW 1st Ct, Plantation, FL 33324, United States -
Christopher Norvilus, Bankers Life Agent
● OpenChristopher Norvilus, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida, United States. As a trusted representative of Bankers Life, Christopher Norvilus offers a range of insurance products and services to help clients protect their financial future. With a focus on personalized service and tailored solutions, clients can rely on Christopher Norvilus to provide expert advice and guidance to meet their insurance needs. Whether it's life insurance, long-term care insurance, or retirement planning, Christopher Norvilus is dedicated to helping clients make informed decisions and secure their financial well-being.
150 S Pine Island Rd Ste 230 & 240, Plantation, FL 33324, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 1265 South Pine Island Road in Plantation, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.
1265 S Pine Island Rd, Plantation, FL 33324, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 8239 West Sunrise Boulevard in Plantation, Florida, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals are dedicated to helping clients navigate complex tax laws and maximize their financial success. Whether you're looking for assistance with tax planning, bookkeeping, or financial consulting, H&R Block is committed to providing top-notch service and expertise. Visit their office today to see how they can help you achieve your financial goals.
8239 W Sunrise Blvd, Plantation, FL 33322, United States -
Dr. Benita J. Thomas, MD
● OpenWelcome to the practice of Dr. Benita J. Thomas, MD, a dedicated family medicine physician located at 3496 NW Federal Hwy Suite D, Jensen Beach, FL 34994. With a focus on providing comprehensive healthcare, Dr. Thomas is committed to enhancing the health and well-being of her patients through personalized and compassionate care. Dr. Thomas completed her residency in Family Medicine at the University of Miami Family Medicine Residency Program in 2005, following an internship at Indiana University Family Medicine Residency in 2003. She earned her medical degree from Ross University School of Medicine in 2002. Her extensive training and experience enable her to address a wide range of health concerns for patients of all ages.
3496 NW Federal Hwy Suite D, Jensen Beach, FL 34994, 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
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