Florida tax planning services in Florida City, Florida
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TNB Financial Services
● OpenTNB Financial Services is a reputable finance institution located at 1705 Metropolitan Boulevard in Tallahassee, Florida, United States. With a team of experienced professionals, TNB Financial Services offers a wide range of financial solutions to individuals and businesses. Whether you need assistance with investments, retirement planning, or loans, TNB Financial Services is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure your financial future.
1705 Metropolitan Blvd, Tallahassee, FL 32308, United States -
Capital City Investments
● ClosedCapital City Investments is a leading finance institution located at 304 East Tennessee Street in Tallahassee, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to help our clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Capital City Investments is here to help. With a focus on personalized service and tailored investment strategies, we strive to build long-lasting relationships with our clients. Visit us today to learn more about how we can help you reach your financial objectives.
304 E Tennessee St 2nd floor, Tallahassee, FL 32301, United States -
Dougherty Financial Planning, LLC
● ClosedDougherty Financial Planning, LLC is a finance institution located at 2457 Care Drive in Tallahassee, Florida. As a "fee only" advisor, we prioritize client needs and risk tolerances over commissions. Our team utilizes statistical and fundamental analysis to manage client assets, representing a wide range of clients including everyday working people, local business owners, and high net worth individuals. We use econometric models to analyze market conditions and develop investment strategies, combining intrinsic value, dividends, income, and hedges based on your risk tolerance and demographics. Our proprietary 20 variable statistical model, along with traditional and complex analyses, helps us determine the relative value of both "value" and "growth" stocks. Edward W. Dougherty III, Principal and Investment Advisor Representative, leads our team in providing personalized financial planning services. Visit our website or contact us for more information about our services and how we can assist you with your financial goals.
2457 Care Dr Suite 102, Tallahassee, FL 32308, United States -
Capital City Investments
● OpenCapital City Investments is a leading financial institution located at 800 South Jefferson Street in Monticello, Florida. As a trusted provider of finance services, we offer a wide range of investment options and financial solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Capital City Investments is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
800 S Jefferson St, Monticello, FL 32344, United States -
Sunshine State Tax & Accounting Services, LLC
● OpenSunshine State Tax & Accounting Services, LLC is a reputable accounting and finance institution located at 2977 Saint Stevens Drive in Tallahassee, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax and accounting services to individuals and businesses in the Sunshine State. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Sunshine State Tax & Accounting Services, LLC to help you achieve your financial goals with precision and expertise.
2977 St Stevens Dr, Tallahassee, FL 32312, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a leading financial institution located at 1177 College Boulevard in Pensacola, Florida, United States. As a reputable finance firm, Raymond James offers a wide range of financial services including investment management, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
1177 College Blvd, Pensacola, FL 32504, United States -
North Florida Financial Planning, Protecting
● OpenNorth Florida Financial Planning, Protecting is a leading finance institution located in Marianna, Florida, United States. Our team of expert financial planners is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and protection strategies. Whether you are looking to save for retirement, invest in the stock market, or protect your assets, we are here to provide personalized guidance and support every step of the way. Trust North Florida Financial Planning, Protecting to secure your financial future and safeguard your wealth.
Marianna, FL 32448, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2255 Florida 71 in Marianna, Florida, United States. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate the complex world of taxes and maximize their refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service is dedicated to providing top-notch service and helping clients achieve their financial goals. Whether you need help with filing your taxes or understanding tax laws, Jackson Hewitt Tax Service is here to assist you every step of the way.
2255 FL-71, Marianna, FL 32448, United States -
Rister Tax & Accounting Services
● ClosedRister Tax & Accounting Services is a reputable institution located at 3158 Main Street in Cottondale, Florida, United States. Specializing in accounting and finance services, our team of experts are dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Rister Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and experience the difference our personalized services can make for you.
3158 Main St, Cottondale, FL 32431, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a reputable finance institution located at 3158 Main Street in Cottondale, Florida, United States. Specializing in tax preparation services, Jackson Hewitt is known for its professional and reliable assistance in helping individuals and businesses navigate the complexities of tax laws and regulations. With a team of experienced tax experts, clients can trust that their financial matters are in good hands. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Jackson Hewitt Tax Service is dedicated to providing top-notch service to meet your financial needs.
3158 Main St, Cottondale, FL 32431, United States -
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.
6151 Lake Osprey Dr Ste 329, Sarasota, FL 34240, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 4400 West Tennessee Street in Tallahassee, Florida, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. Drop off your tax documents at our convenient location inside Walmart and let our experts handle the rest, including a quick call to review your final return and e-signing. While you shop, we'll take care of your taxes and guarantee you get your biggest refund. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (850) 514-2727 to secure time with a Tax Pro. Trust the English-speaking Tax Pros at Jackson Hewitt in Tallahassee to ensure every dollar counts when it comes to doing your taxes.
4400 W Tennessee St, Tallahassee, FL 32304, United States -
North Florida Financial
● ClosedNorth Florida Financial is a reputable institution located at 401 East Virginia Street in Tallahassee, Florida. As a comprehensive finance, insurance agency, and lawyer firm, we provide a wide range of services to meet the diverse needs of our clients. Our team of professionals is dedicated to offering personalized and expert financial guidance, insurance solutions, and legal advice. Whether you are looking to secure your financial future, protect your assets with insurance, or need legal representation, North Florida Financial is here to help. Contact us today to schedule a consultation and learn how we can assist you in achieving your financial goals and protecting your interests.
401 E Virginia St, Tallahassee, FL 32301, United States -
Tax & Accounting Consultants PA
● ClosedTax & Accounting Consultants PA is a reputable accounting and finance institution located at 230 John Knox Road in Tallahassee, Florida, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and accounting consultation. We are dedicated to helping individuals and businesses navigate the complexities of tax laws and financial regulations to achieve their financial goals. With personalized attention and expert advice, Tax & Accounting Consultants PA is committed to delivering top-notch services to our clients.
230 John Knox Rd # 2, Tallahassee, FL 32303, United States -
Wesley Mullins - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWesley Mullins - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1435 Piedmont Drive East, Tallahassee, Florida, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, Wesley Mullins can help you plan for your future with confidence. As a member of Ameriprise Financial Services, LLC, Wesley Mullins offers investment products and services, as well as investment advisory services. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Wesley Mullins is registered with FINRA and can conduct securities business with residents of specific states. Take the next step towards a more secure financial future by contacting Wesley Mullins at Ameriprise Financial Services, LLC today.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
Richard Bergstrom - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRichard Bergstrom - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1435 Piedmont Dr E, Tallahassee, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Richard Bergstrom holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment management. With a focus on ethical practices and comprehensive knowledge, Richard Bergstrom is dedicated to providing high-quality financial advice and services to his clients. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Richard Bergstrom can help guide you towards a secure financial future.
1435 Piedmont Dr E Ste 211, Tallahassee, FL 32308, United States -
7G Wealth Management - Ameriprise Financial Services, LLC
● Open7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 2940 Kerry Forest Parkway in Tallahassee, Florida, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, review progress, and adjust strategies as needed to help you achieve financial success. At 7G Wealth Management, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. We offer complimentary initial consultations to discuss your financial goals and provide insights on the current market trends. Additionally, we collaborate with your attorney and CPA to navigate estate planning and wealth transfer to the next generation, ensuring your legacy wishes are fulfilled.
2940 Kerry Forest Pkwy STE 102, Tallahassee, FL 32309, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1989 Capital Circle Northeast in Tallahassee, Florida, United States. This institution offers a wide range of financial services, including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions tailored to your individual needs.
1989 Capital Cir NE #13th, Tallahassee, FL 32308, United States -
Clayton, Nash & Associates - Ameriprise Financial Services, LLC
● ClosedClayton, Nash & Associates - Ameriprise Financial Services, LLC is a finance institution located on Timberlane Road in Tallahassee, Florida, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss clients' financial goals. While they cannot guarantee future financial results, they provide personalized financial planning concepts tailored to individual needs. The institution follows strict rules and regulations to ensure privacy and security for their clients. Clients can refer friends or family members to the institution for assistance in achieving their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable financial service for their clients.
1382 A, Timberlane Rd, Tallahassee, FL 32312, United States -
Jackson Gardner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJackson Gardner is a financial advisor at Ameriprise Financial Services, LLC located at 1953 Thomasville Road in Tallahassee, Florida, United States. He holds various 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 his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Jackson Gardner is dedicated to providing comprehensive financial advice and guidance to individuals and businesses, helping them achieve their financial goals.
1953 Thomasville Rd, Tallahassee, FL 32303, United States -
7G Wealth Management - Ameriprise Financial Services, LLC
● Closed7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award in 2023. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time from any device. The institution also provides estate planning services to help clients pass wealth to the next generation. Ameriprise financial advisors are registered in certain U.S. states and can provide guidance on preserving wealth, tax implications, and asset division among loved ones. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
American 1st Financial Services Group
● OpenAmerican 1st Financial Services Group is a leading finance institution located in Tallahassee, Florida, United States. With a commitment to providing top-notch financial services to individuals and businesses, American 1st Financial Services Group offers a wide range of financial products and solutions tailored to meet the unique needs of their clients. Whether you are looking for assistance with investments, loans, or financial planning, the experienced professionals at American 1st Financial Services Group are dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
Tallahassee, FL 32308, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 950 West Tharpe Street in Tallahassee, Florida, United States. Although their tax advance loans have ended for the year, their team of Tax Pros are ready to assist you in maximizing your refund. Whether you prefer to drop off your tax documents for a Tax Pro to handle, or schedule an appointment for in-person tax preparation, Jackson Hewitt offers convenient options to suit your busy life. A Refund Advance loan allows you to access money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to process your refund. While Refund Advance is no longer available for this year, Early Refund Advance and No Fee Refund Advance options were offered at select locations for a limited time.
950 W Tharpe St #102, Tallahassee, FL 32303, United States -
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution offers a range of certifications and designations for professionals in the finance industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. The professionals at Thomas Harbour are dedicated to providing expert advice and guidance to help clients achieve their financial goals.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
APEXX TAX SERVICES, LLC
● OpenAPEXX TAX SERVICES, LLC is a professional tax preparation and consulting firm located at 113 South Monroe Street in Tallahassee, Florida. With a team of experienced tax professionals, we provide a wide range of services including tax planning, preparation, and filing for individuals and businesses. Our goal is to help our clients maximize their tax savings and minimize their tax liabilities. Whether you need assistance with personal taxes, corporate taxes, or any other tax-related matters, APEXX TAX SERVICES, LLC is here to help you navigate the complex world of taxation with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with all of your tax needs.
113 S Monroe St, Tallahassee, FL 32301, United States -
Kingsman Financial Services
● OpenKingsman Financial Services is a reputable finance institution located at 6387 Church Avenue East in Bryceville, Florida, United States. With a focus on providing top-notch financial services, Kingsman Financial Services offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Kingsman Financial Services is dedicated to helping you achieve your financial goals. Trust in Kingsman Financial Services for all your financial needs.
6387 Church Ave E, Bryceville, FL 32009, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 9218 Florida 228 in Macclenny, Florida, United States. They specialize in providing tax preparation services for individuals and businesses, helping clients navigate the complexities of tax laws and regulations. With a team of knowledgeable and experienced tax professionals, Jackson Hewitt Tax Service is dedicated to helping clients maximize their tax refunds and minimize their tax liabilities. Whether you need assistance with filing your annual tax return or require tax planning advice, Jackson Hewitt Tax Service is here to help.
9218 FL-228, Macclenny, FL 32063, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a leading finance institution located at 551865 U.S. 1 in Hilliard, Florida, United States. Specializing in tax services, Jackson Hewitt is dedicated to helping individuals and businesses navigate the complexities of tax preparation and planning. With a team of knowledgeable professionals, they provide expert guidance and personalized solutions to ensure their clients maximize their tax returns and minimize liabilities. Whether you need assistance with filing taxes, tax planning, or IRS audits, Jackson Hewitt Tax Service is committed to delivering reliable and efficient financial services.
551865 US-1 #101, Hilliard, FL 32046, United States -
Alex L Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAlex 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.
1517 Sun City Center Plaza # A, Sun City Center, FL 33573, United States -
North Florida Financial
● ClosedNorth Florida Financial is a trusted finance institution located at 3664 Coolidge Court in Tallahassee, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the North Florida region. Whether you need assistance with investments, retirement planning, or managing your finances, we are here to help. Visit us today to learn more about how North Florida Financial can help you achieve your financial goals.
3664 Coolidge Ct, Tallahassee, FL 32311, United States
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