Florida retirement savings in Sun City Center, Florida

Sun Life Financial is a finance and insurance agency located at 4000 Hollywood Boulevard in Hollywood, Florida, United States. We are dedicated to keeping our clients' personal data safe and secure, and offer a range of financial services to meet their needs. Our annual meeting is coming up on May 9th, where you can join us virtually or in person. At Sun Life, we are committed to raising awareness about preventing type 2 diabetes and have a long history of investing in clean and renewable energy projects. We value diversity in our workforce and strive to provide a supportive and inclusive environment for all employees.

Welcome to Grand Bay, your premier 55 manufactured home community located in the charming city of Dunedin, Florida. Situated at 3300 N. Alternate Hwy 19, our community offers an unparalleled living experience just north of Clearwater, with a focus on comfort, convenience, and an active lifestyle. At Grand Bay, we pride ourselves on offering a higher standard of living with excellent amenities designed for an active and social lifestyle. Our residents enjoy a vibrant community atmosphere, with access to a clubhouse for lively games, a heated outdoor pool, and a fitness center. We also host various social events and activities, ensuring there's always something to enjoy.

Welcome to Park Royale, your premier destination for an elevated Florida retirement lifestyle. Nestled in the heart of Pinellas Park at 10611 66th Street North, Pinellas Park, Florida, our vibrant community offers a blend of relaxation and recreation, making it the perfect place to call home. Imagine enjoying a friendly game of billiards or tennis, taking a refreshing dip in our sparkling swimming pool, or simply unwinding poolside under the warm Florida sun. Our beautifully landscaped neighborhood is perfect for a leisurely stroll or bike ride, where you can meet and mingle with your new neighbors. For those who love to dance, our lively clubhouse is the place to be, while our picturesque putting green is ready for those looking to perfect their precision.

Welcome to The Meadows, your ideal retreat nestled in the heart of Tarpon Springs, Florida. Located at 405 Joseph Way, our 55 community offers the perfect blend of home comfort and resort-style living on Florida's stunning Gulf Coast. Whether you're looking for a tranquil escape or an active lifestyle, The Meadows has it all. Our lush, pet-friendly RV park is designed to cater to your every need, with top-notch amenities including a refreshing swimming pool, relaxing hot tub, and breathtaking lakeside views. Engage in friendly competition on our sports courts, enjoy a game of billiards, or partake in one of our many community activities. Our outdoor pavilion, fitness center, and shuffleboard courts provide endless opportunities for socializing and staying active.

Welcome to Brentwood Estates: Inspired and Active 55 Retirement Living in Hudson, Florida Nestled in the serene setting of Hudson, Florida, Brentwood Estates is a premier manufactured homes community designed for vibrant 55 active adults. Located at 9920 Princess Lane, our community perfectly blends tranquility with an engaging small-town feel, creating an environment where lifelong friendships and cherished memories are made.

Welcome to Serendipity, an active 55 community nestled in the heart of North Fort Myers, Florida. Located at 8791 Littleton Road, our charming neighborhood offers an ideal setting for those seeking a vibrant and fulfilling retirement lifestyle on Florida's beautiful Gulf Coast. At Serendipity, we celebrate the good life year-round with a wide array of amenities designed to inspire and engage. Our 4,400-square-foot clubhouse serves as the social hub, where residents can enjoy cards, billiards, and a full calendar of exciting activities and events. Stay fit and healthy in our state-of-the-art fitness center, or unwind in our gorgeous heated swimming pool and hot tub. For those who love the outdoors, our community features a putting green, pickleball courts, and bocce ball, providing endless opportunities for fun and relaxation.

HealthMarkets Insurance - Steve Webber is a reputable health insurance agency located at 5901 Sun Boulevard in St. Petersburg, Florida, United States. With a dedicated team led by Steve Webber, they specialize in providing personalized insurance solutions to meet the unique needs of individuals and families. Whether you are looking for health, dental, life, or Medicare insurance, they offer a wide range of options to ensure you have the coverage you need. Contact HealthMarkets Insurance - Steve Webber today to discuss your insurance needs and find the perfect plan for you.

Good Life Financial Advisors of Tampa Bay is a leading finance institution located at 773 Cypress Village Boulevard in Sun City Center, Florida. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure a prosperous future. We offer a wide range of financial services, including retirement planning, investment management, and estate planning. With a focus on personalized service and a commitment to excellence, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Visit us today and start your journey towards a good life with Good Life Financial Advisors of Tampa Bay.

Edward Jones - Financial Advisor: Jeffrey R Cerven is a leading financial institution located at 767 Cortaro Drive in Sun City Center, Florida, United States. Specializing in providing personalized financial advice and services, Jeffrey R Cerven and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeffrey R Cerven is committed to guiding clients through every step of their financial journey. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jeffrey R Cerven and his team are here to help you make informed decisions and achieve financial success.

Wells Fargo Advisors is a leading financial institution located at 1701 Rickenbacker Drive in Sun City Center, Florida, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence.

Welcome to Kakusha Estates: Your Ideal 55 Community in Clearwater, FL Nestled at 1654 Clearwater Largo Road, Kakusha Estates is a premier 55 age-qualified manufactured home community designed for those seeking an active and comfortable lifestyle. Our community offers a unique blend of affordability, convenience, and vibrant living, making it the perfect place to establish your roots.

TD Bank, located at 3726 Sun City Center Boulevard in Sun City Center, Florida, is a full-service financial institution offering a range of services including banking, ATM access, and financial planning. Our team of wealth professionals and dedicated Relationship Managers are here to assist you with your private banking, credit, investment, and financial planning needs. When you work with a TD Financial Advisor, you'll receive personalized advice and a detailed Client Profile to help you achieve your unique financial goals. Our mortgage loan officers are available to help you prequalify and navigate the mortgage process, whether you're looking to buy a home, build, renovate, or refinance.

Wells Fargo Bank is a reputable financial institution located at 808 North Pebble Beach Boulevard in Sun City Center, Florida. As a leading bank in the United States, Wells Fargo offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations and a commitment to customer service, Wells Fargo is a trusted choice for all your financial needs.

Edward Jones - Financial Advisor: Jim Kelly is a reputable financial institution located at 767 Cortaro Drive in Sun City Center, Florida. As a trusted advisor, Jim Kelly offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jim Kelly provides expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure retirement, Edward Jones - Financial Advisor: Jim Kelly is dedicated to helping you reach your financial objectives.

Alex L Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1517 Sun City Center Plaza in Sun City Center, Florida, offers a wide range of finance services for individuals. Alex L Perez holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and more. With a focus on comprehensive financial planning, Alex L Perez aims to provide clients with the knowledge and tools needed to achieve their financial goals.

Stephen Overton - Financial Advisor at Ameriprise Financial Services, LLC, located at 1517 Sun City Center Plaza in Sun City Center, Florida, offers personalized financial planning services. Ameriprise financial advisors are registered to do business in certain U.S. states, providing tailored advice to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations are given. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and professionalism of their advisors. By referring friends or family members to Ameriprise Financial, clients can help others achieve their financial goals with the support of a reputable institution. Users of the Ameriprise Financial website agree to abide by the terms and regulations outlined, ensuring a secure and reliable online experience. Member FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients, offering an Online Security Guarantee and resources to combat email fraud. Contact Stephen Overton today to discuss what's most important to you and start planning for a secure financial future.

Raymond James is a finance institution located at 133 South Pebble Beach Boulevard in Sun City Center, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options, wealth management services, and financial planning solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or plan for your children's education, Raymond James can provide personalized guidance and support every step of the way. Trust Raymond James to help you make informed decisions and navigate the complex world of finance with confidence.

Raymond James Financial Services is a reputable finance institution located at 1647 Sun City Center Plaza in Sun City Center, Florida, United States. With a strong presence in the financial services industry, Raymond James offers a wide range of investment and wealth management services to its clients. Their team of experienced financial advisors provides personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, Raymond James Financial Services is dedicated to helping you make informed financial decisions.

Edward Jones - Financial Advisor: Rachel N Kelly is a reputable financial institution located at 767 Cortaro Drive in Sun City Center, Florida. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With Rachel N Kelly at the helm, clients can trust in her expertise and dedication to providing personalized and tailored financial solutions. Whether you are looking to invest, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Rachel N Kelly is here to help guide you every step of the way.

Matthew Clark - Regions Financial Advisor is a trusted institution located at 4892 Sun City Center Boulevard in Sun City Center, Florida, United States. As a Financial Advisor for Regions Investment Solutions, Matthew Clark is dedicated to helping clients not only with their immediate financial needs, but also in developing a comprehensive strategy to meet their long-term financial goals. With a focus on creating personalized strategies for each client, Matthew Clark aims to make the journey toward financial success as easy as possible. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services to clients, utilizing the expertise of Regions Investment Management, Inc. (RIM) in some cases. RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is in turn a wholly owned subsidiary of Regions Financial Corporation.

Brian Bernhardt is a financial advisor at Ameriprise Financial Services, LLC located at 1517 Sun City Center Plaza in Sun City Center, Florida, United States. Brian holds several 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, those planning for retirement, and families with special needs. He is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.