Goal based investing in Florida
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Harvest Investments Advisors
● OpenHarvest Investment Advisors, located at 2367 Centerville Road in Tallahassee, Florida, is a finance institution founded in 2004 by David Roberts, a former mutual fund manager at Northern Trust. Specializing in private wealth management, Harvest Investment Advisors offers personalized investment strategies based on individual needs and preferences. With a focus on managing risks and maximizing returns, the firm provides access to a wide range of asset classes and investment styles, including active and passive approaches. Clients benefit from David's institutional expertise and receive high levels of personal attention. Transparency in reporting performance and fees is a key principle of the firm. David Roberts, a Chartered Financial Analyst, is actively involved in community service and sports coaching. With a strong commitment to serving clients' financial goals, Harvest Investment Advisors is dedicated to providing expert guidance and support in wealth management.
2367 Centerville Rd, Tallahassee, FL 32308, United States -
Woodrick Investment Consulting & Financial Planning, LLC
● OpenWoodrick Investment Consulting & Financial Planning, LLC is a reputable finance and insurance agency located at 201 West Highway 98 in Port St. Joe, Florida, United States. With a team of experienced professionals, we specialize in providing personalized investment consulting and financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future or secure your assets with insurance, our dedicated team is here to guide you every step of the way. Trust Woodrick Investment Consulting & Financial Planning, LLC to help you secure a brighter financial future.
201 W Hwy 98, Port St Joe, FL 32456, United States -
Hughes & Wallington Investment Management
● OpenHughes & Wallington Investment Management is a prestigious finance institution located at 2553 1st Avenue North in St. Petersburg, Florida, United States. With a reputation for excellence in managing investments, they provide expert financial advice and services to help clients achieve their financial goals. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Hughes & Wallington Investment Management is dedicated to helping you succeed in reaching your financial aspirations.
2553 1st Ave N, St. Petersburg, FL 33713, United States -
Frey Masterson Investment Advisors
● OpenFrey Masterson Investment Advisors is a renowned finance institution located at 2713 1st Avenue North, St. Petersburg, Florida, United States. With a team of experienced and knowledgeable advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Our commitment to excellence and integrity sets us apart in the industry, and we strive to build long-lasting relationships with our clients based on trust and transparency. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frey Masterson Investment Advisors is here to help you every step of the way.
2713 1st Ave N, St. Petersburg, FL 33713, United States -
Base Wealth Management - Financial Advisor
● OpenBase Wealth Management - Financial Advisor is a finance institution located at 7301 Merchant Court in Lakewood Ranch, Florida, United States. They offer a range of services from buying a home to securing your retirement, aligning your overall financial plan with your life's ambitions. With sophisticated software and risk analysis tools, they actively manage your tax brackets and investments to ensure optimal financial health. They focus on a goals-based methodology, providing flexibility and strategic funding across all aspects of your financial life. Base Wealth Management also hosts events and educational videos on topics such as artificial intelligence in finance, behavioral finance, and personalized 401(k) strategies. They offer advisory services in all 50 states and provide clients with detailed disclosures on their services and methods of analysis. Stay tuned for new features and updates from Base Wealth Management.
7301 Merchant Ct, Lakewood Ranch, FL 34240, United States -
Capital Investment Advisors
● OpenCapital Investment Advisors is a finance institution located at 2502 North Rocky Point Drive in Tampa, Florida, United States. Our team of financial advisors specializes in creating income-oriented investment portfolios that are tailored to fit your lifestyle, goals, and needs. We strive to help families generate a steady stream of income from their retirement savings while offering advice on various financial planning areas. Our local advisors, based in the Tampa Bay area, are dedicated to working with you on your individual retirement needs no matter where you are in your financial journey. Whether you prefer video calls, phone calls, or in-person meetings, we are here to assist you. Our Chief Investment Strategist, Managing Partner, and Senior Investment Advisor are committed to helping your family find happiness in retirement.
2502 N Rocky Point Dr Suite 675, Tampa, FL 33607, United States -
Financial Consultants & Investments, Inc.
● OpenFinancial Consultants & Investments, Inc. is a reputable accounting and finance institution located at 15160 Southwest 136th Street in Miami, Florida, United States. Specializing in tax preparation services, our family-owned-and-operated firm is dedicated to providing top-notch financial consulting and personalized services to meet the specific needs of our clients. With almost a decade of experience, our team of knowledgeable professionals is committed to helping individuals and businesses navigate through complex financial issues with ease. Client satisfaction is our top priority, and we strive to find proactive solutions for every situation. At FCI, we understand that filing taxes can be a daunting task for many people. That's why we offer personalized and ethical tax services to help our clients maximize returns and minimize IRS involvement. Our team is trained and licensed to handle even the most complex tax issues, providing clear and comprehensive reporting to ensure compliance with ever-changing regulations and tax laws. We listen to our clients' goals and concerns to establish a valued relationship based on trust and personalized attention.
15160 SW 136th St UNIT 14, Miami, FL 33196, United States -
Advanced Math Investing Inc
● ClosedAdvanced Math Investing Inc is a finance institution located at 172 Northwest 79th Avenue in Margate, Florida, United States. Specializing in algorithm-based value trading, we believe that computer algorithms are the future of investing, a concept known as Quant Investing. Our team of experts uses proprietary math algorithms to meet and exceed our clients' financial goals, all while maintaining limited trading authority with no access to client funds. Recognized for our exceptional marketing success, we were honored with the 2015 Best of Margate Award in the Investment Advice category by the Margate Award Program. At Advanced Math Investing, we strive to enhance the positive image of small businesses through our dedication to customer service and community involvement, making the Margate area a great place to live, work, and play.
172 NW 79th Ave, Margate, FL 33063, United States -
Financial Investment Network
● OpenFinancial Investment Network is a leading finance institution located at 601 Heritage Drive in Jupiter, Florida, United States. Our team of experienced professionals is dedicated to providing expert financial advice and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our institution is here to help. With a focus on personalized service and tailored investment strategies, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how Financial Investment Network can help you secure your financial future.
601 Heritage Dr, Jupiter, FL 33458, United States -
Priebe Investment Plans
● OpenPriebe Investment Plans, located at 2933 West Cypress Creek Road in Fort Lauderdale, Florida, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether it's saving for college, purchasing a new home, or planning for retirement, Priebe Investment Plans has the experience and expertise to guide clients through the ups and downs of the market. With a diverse client base of individuals of all ages and wealth levels, Walter Priebe, a dedicated professional at the institution, believes in building lasting relationships with his clients. Some clients have been with him for over four generations, highlighting the trust and loyalty that Priebe Investment Plans inspires.
2933 W Cypress Creek Rd # 102, Fort Lauderdale, FL 33309, United States -
Expert Center LLC - Investment Business Consulting USA
● OpenExpert Center LLC is a leading investment business consulting firm based in North Miami Beach, Florida. With a team of experienced finance and legal professionals, we provide expert guidance and support to clients looking to navigate the complex world of investments and business transactions. Our services include investment analysis, risk management, legal compliance, and strategic planning. Whether you are a seasoned investor or a first-time entrepreneur, our team is here to help you achieve your financial goals. Visit us at 1990 Northeast 163rd Street to learn more about how Expert Center LLC can help you succeed in the world of finance and business.
1990 NE 163rd St #233, North Miami Beach, FL 33162, United States -
PRO STOCK INVESTING,L.L.C.
● OpenPro Stock Investing, L.L.C. is a finance institution located at 6550 150th Avenue North, Clearwater, Florida, United States. Our goal is to empower investors with the knowledge and motivation to outperform the stock market with less risk. Our founder, a retired financial advisor with 39 years of experience, has published a unique educational investment book called “Stock Investing Without Losing Your A*” available on Amazon and Kindle. He has also mastered stock charting to identify market trends and energy levels in different sectors.
6550 150th Ave N, Clearwater, FL 33760, United States -
SJS Investment Services - Financial Advisor: Craig Huntington
● OpenSJS Investment Services, led by experienced Financial Advisor Craig Huntington, is a trusted institution located at 7648 Martino Circle in Naples, Florida. Specializing in personalized financial planning and investment management, Craig 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, SJS Investment Services provides comprehensive financial advice and solutions tailored to each client's unique needs. Contact us today to schedule a consultation and start planning for a more secure financial future.
7648 Martino Cir, Naples, FL 34112, United States -
Sungarden Investment Publishing, LLC
● OpenSungarden Investment Publishing, LLC is a finance institution based in Weston, Florida, United States. We specialize in providing expert analysis and insights on investment opportunities and market trends. Our team of experienced professionals is dedicated to helping our clients make informed decisions and achieve their financial goals. Located at 304 Indian Trace, Sungarden Investment Publishing, LLC is committed to delivering high-quality research and recommendations to support your investment strategies.
304 Indian Trace Suite 715, Weston, FL 33326, United States -
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC: Jesi Crane
● OpenWelcome to Northwestern Mutual Investment Services, LLC: Jesi Crane, your trusted partner in financial planning and investment management located in the heart of Fort Myers, Florida. Situated at 10070 Daniels Interstate Court, our firm is dedicated to helping you achieve your financial goals through personalized, strategic planning and expert investment advice. Led by Jesi Crane, our team is committed to offering a client-centered approach, providing tailored solutions that align with your unique financial needs and aspirations. Whether you're planning for retirement, looking to grow your wealth, or seeking to safeguard your financial future, we offer a comprehensive suite of services designed to guide you every step of the way.
10070 Daniels Interstate Court, Fort Myers, Florida 33913, United States -
Investment Realty
● OpenWelcome to Investment Realty, your trusted partner in navigating the dynamic real estate market of Tampa Bay and beyond. Located at 5741 9th Avenue North, St. Petersburg, Florida, we specialize in finance, insurance, and real estate services tailored to meet your needs. As the Tampa housing market continues to grow, with increasing property values and strong appreciation prospects, our expert real estate agents are here to guide you through every step of your home buying or selling journey. Recognized as a discounted real estate firm, we offer competitive commission rates between 2-5%, ensuring you save money on your next transaction.
5741 9th Avenue North, St. Petersburg, Florida 33710, United States -
Kevin Bartlett | Knowledge Base Real Estate
● OpenWelcome to Kevin Bartlett | Knowledge Base Real Estate, your trusted partner in navigating the vibrant and thriving real estate market of Southwest Florida. Nestled in the heart of Estero at 23160 Fashion Drive, our agency is perfectly positioned to offer you unparalleled expertise and personalized service as you embark on your real estate journey. Experience the unique allure of Lee County, where pristine beaches meet a bustling city life, offering an exceptional lifestyle amidst lush landscapes and a vibrant cultural scene. Whether you're drawn to the tranquil shores of the Gulf of Mexico or the dynamic communities of Southwest Florida, our team is here to guide you every step of the way.
23160 Fashion Drive, Estero, Florida 33928, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1757 Memorial Trail on Eglin Air Force Base in Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are a military personnel or a civilian, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your financial goals. Visit us today and let us help you secure your financial future.
1757 Memorial Trail, Eglin AFB, FL 32542, United States -
Finance Building
● OpenWelcome to Finance Building, your trusted partner for all financial services located conveniently at 501 Airey Avenue, Tyndall Air Force Base, Florida. Serving the local community with dedication and integrity, we specialize in providing personalized financial solutions tailored to meet your unique needs. Whether you're seeking expert advice on investments, looking to secure a mortgage, or need assistance with tax planning, our team of experienced professionals is here to guide you every step of the way. At Finance Building, we pride ourselves on our commitment to excellence, ensuring that our clients receive the highest quality service in a welcoming and professional environment. Visit us today and take the first step towards achieving your financial goals.
501 Airey Avenue, Tyndall Air Force Base, Florida 32403, United States -
Matt Wheeler - State Farm Insurance Agent
● OpenMatt Wheeler - State Farm Insurance Agent is a reputable insurance agency located at 1672 Metropolitan Circle in Tallahassee, Florida. The agency is led by Matt Wheeler, a proud Tallahassee native with a deep appreciation for the community and a passion for helping customers secure the right coverage for their needs. Matt is supported by a dedicated team, including Matt Hodges and Shelby, who are committed to providing unmatched policy consultation and personalized service. The agency offers a wide range of insurance and financial services, including life insurance, annuities, and supplemental Medicare insurance. The team at Matt Wheeler - State Farm Insurance Agent is focused on helping customers manage the risks of everyday life, recover from unexpected events, and achieve their dreams. They are dedicated to operating in the best interest of their customers through comprehensive needs-based analysis and policy consultation.
1672 Metropolitan Cir, Tallahassee, FL 32308, United States -
Straight-Line
● OpenStraight-Line is a reputable finance, health, and insurance agency located at 1301 Grasslands Boulevard in Lakeland, Florida, United States. With a commitment to providing top-notch services and personalized solutions, Straight-Line is dedicated to helping individuals and businesses achieve their financial and health goals. Whether you are looking for insurance coverage, investment advice, or healthcare options, the experienced professionals at Straight-Line are here to assist you every step of the way. Visit us today to learn more about how we can help secure your future.
1301 Grasslands Blvd, Lakeland, FL 33803, United States -
Merrill Lynch Financial Advisor Jeffrey D Hart
● OpenMerrill Lynch Financial Advisor Jeffrey D Hart is a finance institution located at 301 Southeast 17th Street, Ocala, Florida, United States. Jeffrey D Hart has extensive experience assisting executives with managing concentrated stock positions, navigating important transition events like retirement or inheritance, and providing access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as wealth management, investment strategies, and access to Bank of America's banking solutions. Jeffrey Hart is a Registered Senior Wealth Management Client Associate and is registered to do business in multiple states across the US. The institution also offers investment insights, tips, and strategies to help clients achieve their financial goals. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Jeffrey D Hart aims to help clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals.
301 SE 17th St, Ocala, FL 34471, United States -
Toro Wealth Management LLC
● OpenToro Wealth Management LLC is a reputable finance institution located at 2639 North Monroe Street in Tallahassee, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Toro Wealth Management LLC offers comprehensive solutions tailored to your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.
Ste B-109, 2639 N Monroe St, Tallahassee, FL 32303, United States -
Private Wealth Management and Consulting
● OpenPrivate Wealth Management and Consulting is a prestigious finance institution located at 1680 Metropolitan Circle in Tallahassee, Florida, United States. Our team of experienced professionals offers personalized financial planning and investment strategies to high-net-worth individuals and families. We provide comprehensive wealth management services, including retirement planning, tax optimization, estate planning, and risk management. With a focus on building long-term relationships based on trust and integrity, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you manage and grow your wealth.
1680 Metropolitan Cir, Tallahassee, FL 32308, United States -
Winchester Financial Group
● OpenWinchester Financial Group is a leading finance institution located in Tallahassee, Florida, United States. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth management services, Winchester Financial Group is here to help. With a commitment to excellence and a focus on customer satisfaction, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how Winchester Financial Group can help you secure your financial future.
Tallahassee, FL 32309, United States -
Southern Wealth
● OpenSouthern Wealth is a reputable finance and insurance agency located in the heart of Tallahassee, Florida. With a commitment to helping individuals and businesses achieve financial success and security, our team of experienced professionals offers a wide range of services tailored to meet the unique needs of our clients. Whether you are looking for investment opportunities, insurance coverage, or retirement planning solutions, Southern Wealth is dedicated to providing personalized and comprehensive financial guidance. Visit us at 2450 Tim Gamble Place to learn more about how we can help you build and protect your wealth for the future.
2450 Tim Gamble Pl Floor 1, Tallahassee, FL 32308, United States -
Linda Hilaman - Raymond James
● OpenLinda Hilaman - Raymond James is a finance institution located at 1614 Mahan Center Boulevard in Tallahassee, Florida, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
1614 Mahan Center Blvd STE 101, Tallahassee, FL 32308, United States -
Southern Asset Management
● OpenSouthern Asset Management is a reputable finance and insurance agency located at 2828 Remington Green Circle in Tallahassee, Florida. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Southern Asset Management is committed to providing personalized solutions tailored to your unique needs. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and professionalism. Contact Southern Asset Management today to learn more about how they can help you secure your financial future.
2828 Remington Green Cir, Tallahassee, FL 32308, United States -
Edward Jones - Financial Advisor: Steve McClelland, AAMS™
● OpenEdward Jones - Financial Advisor: Steve McClelland, AAMS™ is a reputable financial institution located at 2030 Thomasville Road in Tallahassee, Florida, United States. Specializing in finance, they offer personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Steve McClelland, AAMS™ strives to provide expert guidance and support to individuals looking to secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Steve McClelland, AAMS™ is dedicated to helping you make informed decisions and navigate the complexities of the financial world.
2030 Thomasville Rd, Tallahassee, FL 32308, United States -
Merrill Lynch Financial Advisor William M Beck
● OpenMerrill Lynch Financial Advisor William M Beck, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, is a finance institution dedicated to helping clients achieve their financial goals. The team at Merrill Lynch believes in building strong client relationships based on trust and personalized service. They start by listening to your needs and priorities, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By understanding your investment personality through assessments, they can customize a financial approach to help you pursue what matters most to you. The advisors at Merrill Lynch work with you to develop a personalized plan that addresses your financial needs and goals. They offer investment insights, tips, and strategies to help you achieve your financial aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, they aim to help you manage, grow, and preserve your wealth for the future. Whether you need help with asset allocation, financial planning, or investment strategies, the team at Merrill Lynch is committed to helping you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor William M Beck to start working towards your financial goals today.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States
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