Health plan advisor in Jacksonville, FL
83 results found
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DSI Insurance Group -- Jacksonville, FL
● ClosedDSI Insurance Group in Jacksonville, FL is a trusted health and insurance agency located at 7855 Argyle Forest Boulevard. Since 1992, we have been providing quality coverage and rates for businesses, offering everything from workers’ compensation to group health insurance. Our experienced agents have a deep understanding of the insurance market in Florida and beyond, ensuring that our clients receive individualized attention and superior customer service at competitive rates. We specialize in employee benefit plans, commercial auto fleet insurance, and helping homeowners navigate the confusing world of insurance coverage. Trust DSI Insurance Group for all your insurance needs.
7855 Argyle Forest Blvd STE 903, Jacksonville, FL 32244, United States -
Compass Health Insurance,
● OpenCompass Health Insurance is a leading insurance agency located at 7091 Collins Road in Jacksonville, Florida, United States. Specializing in providing comprehensive health insurance coverage, Compass Health Insurance is dedicated to helping individuals and families find the best insurance plans to meet their needs. With a team of experienced professionals, Compass Health Insurance offers personalized service and guidance to ensure clients are well-protected and prepared for any unforeseen medical expenses. Trust Compass Health Insurance to navigate you through the complex world of health insurance and find the perfect plan for you.
7091 Collins Rd, Jacksonville, FL 32244, United States -
Andreas Heinrich, CPCU®️ at Prudential Advisors
● ClosedAndreas Heinrich, CPCU®️ at Prudential Advisors is a reputable finance, health, and insurance agency located in Jacksonville, Florida. With a focus on providing top-notch financial and insurance services to clients, Andreas Heinrich, CPCU®️ is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team of experienced professionals at this institution is committed to providing personalized solutions tailored to each client's unique needs. Visit them at 701 San Marco Boulevard to learn more about their services and how they can assist you in securing your financial future.
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207, United States -
Affordable Health Insurance Advisors
● ClosedAffordable Health Insurance Advisors is a trusted insurance agency located at 1930 San Marco Boulevard in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping individuals and families find affordable health insurance plans that meet their needs. Whether you are looking for coverage for yourself, your family, or your business, we are here to provide personalized guidance and support. Contact us today to learn more about our services and how we can help you find the right health insurance plan for you.
1930 San Marco Blvd #350, Jacksonville, FL 32207, United States -
USHEALTH Advisors- Ridge Sink- Licensed Agent
● ClosedUSHEALTH Advisors at Ridge Sink is a licensed insurance agency located at 9250 Baymeadows Road in Jacksonville, Florida. As a health insurance agency, they specialize in providing personalized insurance solutions to meet the unique needs of their clients. Their licensed agents are knowledgeable and dedicated to helping individuals and families find the right health insurance coverage. Whether you are looking for individual or group coverage, USHEALTH Advisors at Ridge Sink is committed to helping you find the best insurance plan for your needs. Contact them today to learn more about their services and how they can help you protect your health and well-being.
9250 Baymeadows Rd #210, Jacksonville, FL 32256, United States -
Gregory Wolff - Alpha Wolff Health - Healthcare Advisor & Licensed Agent
● ClosedGregory Wolff - Alpha Wolff Health is a trusted healthcare advisor and licensed insurance agent located in Jacksonville, Florida. With a focus on providing top-notch healthcare solutions, Gregory Wolff offers expert guidance and personalized recommendations for individuals and families seeking quality health insurance coverage. With a commitment to excellence and customer satisfaction, Gregory Wolff is dedicated to helping clients navigate the complex world of healthcare insurance with ease. Visit us at 6622 Southpoint Drive South to learn more about how we can assist you in finding the right healthcare plan for your needs.
6620 Southpoint Dr S, Jacksonville, FL 32216, United States -
Duval - Health & Medicare Advisors
● OpenDuval - Health & Medicare Advisors is a full-service, independent brokerage specializing in Medicare Plan Options and Individual Health Insurance Plans. Located at 5011 Gate Parkway in Jacksonville, Florida, they offer Medicare Supplement Plans, Medicare Advantage Plans, and Prescription Drug Plans. Most applicants qualify for advanced premium tax credits, and many even qualify for a FREE plan. With a focus on transparency, honesty, and efficiency, the team at Duval - Health & Medicare Advisors works with every major insurance provider in the area to help clients determine the best plan for their needs and budget. They are relationship brokers, dedicated to providing ongoing support and guidance throughout the healthcare landscape. Licensed in multiple states, including Florida, Georgia, and South Carolina, they offer a wide variety of plans from top insurance companies. Clients rave about the exceptional service and personalized attention they receive from the team at Duval - Health & Medicare Advisors, making them a trusted choice for all health insurance needs.
5011 Gate Pkwy building 100 suite 100, Jacksonville, FL 32256, United States -
CASTANEDA HEALTH ADVISORS- Cheryl Castaneda
● OpenCASTANEDA HEALTH ADVISORS, led by Cheryl Castaneda, is a reputable health and insurance agency located at 13245 Atlantic Boulevard in Jacksonville, Florida, United States. With a focus on providing personalized and comprehensive health insurance solutions, our team of experienced advisors is dedicated to helping individuals and families navigate the complex world of healthcare. Whether you are looking for a new health insurance plan, seeking guidance on Medicare options, or in need of assistance with claims and billing, we are here to help. Trust CASTANEDA HEALTH ADVISORS to provide expert advice and exceptional service for all your health insurance needs.
13245 Atlantic Blvd, Jacksonville, FL 32225, United States -
USHEALTH Advisors- Nicola Liss
● ClosedUSHEALTH Advisors- Nicola Liss is a health insurance agency located at 9250 Cypress Green Drive in Jacksonville, Florida, United States. They offer innovative health coverage tailored to individual needs, understanding that every customer is unique and a one-size-fits-all approach may not be the best solution. Their insurance plans provide a variety of options for customers on a limited budget or those seeking additional benefits. With a focus on flexibility and reliability, they work with clients to create the best health coverage for them and their families. USHEALTH Advisors- Nicola Liss has been recognized as a Gold Stevie Award Winner for multiple years. Their mission, Helping Other People Everyday (HOPE), is more than just a slogan - it is a commitment to making a positive difference in the lives of others. Contact them at 300 Burnett Street, Suite 200 in Fort Worth, TX or visit their office during their business hours from Monday to Friday and on Saturday mornings.
9250 Cypress Green Dr #200, Jacksonville, FL 32256, United States -
USHealth Advisors - Miguel Cabrera
● OpenUSHealth Advisors - Miguel Cabrera is a reputable health insurance agency located at 9250 Cypress Green Drive in Jacksonville, Florida. With a focus on providing personalized and comprehensive health insurance solutions, our team of experienced agents, led by Miguel Cabrera, is dedicated to helping individuals and families find the best coverage options to meet their specific needs. Whether you are looking for individual, family, or group health insurance, we are here to guide you through the process and ensure you have the coverage you need to stay healthy and protected. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.
9250 Cypress Green Dr #200, Jacksonville, FL 32256, United States -
USHEALTH Advisors - Marian Garren
● ClosedUSHEALTH Advisors - Marian Garren is a health insurance agency located at 5759 Parkstone Crossing Drive in Jacksonville, Florida. Our insurance plans are underwritten by Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. We offer innovative health coverage tailored to meet the individual needs of each customer. Whether you are on a limited budget or looking for additional benefits, we work with you to create the best plan for you and your family. Our product portfolio is known for its flexibility and reliability. In addition, we are proud to be a Gold Stevie Award Winner for 2017, 2018, 2019, and 2020. At USHEALTH Advisors, we believe in the mission of Helping Other People Everyday (HOPE) and strive to make a positive difference in the lives of others. Contact us at 300 Burnett Street, Suite 200 in Fort Worth, TX or reach us by phone Monday through Friday from 7:00 AM to 7:00 PM CT and on Saturdays from 8:00 AM to 1:00 PM CT.
5759 Parkstone Crossing Dr, Jacksonville, FL 32258, United States -
Total Business Planning Inc.
● ClosedTotal Business Planning Inc. is a comprehensive financial, health, and insurance agency located at 1354 North Laura Street in Jacksonville, Florida, United States. Our team of experienced professionals is dedicated to providing personalized planning services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, health insurance options, or risk management strategies, Total Business Planning Inc. is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start planning for a secure future.
1354 N Laura St, Jacksonville, FL 32206, United States -
Jax Wealth Advisors
● ClosedJax Wealth Advisors is a leading financial institution located at 3840 Belfort Road in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jax Wealth Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
3840 Belfort Rd suite 103, Jacksonville, FL 32216, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10161 Centurion Parkway North, Jacksonville, Florida, United States, offers financial planning services to help clients achieve a more confident financial future. With a focus on investment products and services, Brad Huntley provides personalized advice to meet the individual needs of each client. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts and discuss their goals with Brad Huntley. As a registered investment adviser, Ameriprise Financial Services, LLC, provides investment advisory products and services to help clients navigate the complexities of the financial market. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC. Brad Huntley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can trust Ameriprise Financial Services, LLC to provide reliable and secure financial guidance.
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, United States -
Kristin Nendza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristin Nendza is a financial advisor at Ameriprise Financial Services, LLC located at 4651 Salisbury Road in Jacksonville, Florida. She offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and make adjustments as needed, Kristin helps clients track their financial journey towards retirement, education, or other major life milestones. Clients can easily access their investments and accounts from any device, ensuring secure communication and tracking of their financial progress. Kristin is registered to conduct securities business in specific states, and interested individuals can schedule a complimentary initial consultation to learn more about her services.
4651 Salisbury Rd #275, Jacksonville, FL 32256, United States -
Liesl Savage - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLiesl Savage - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Liesl Savage holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as portfolio management, wealth transfers, and financial planning for domestic partners. Liesl Savage is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Liesl Savage strives to help clients achieve their financial goals and secure their financial future.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Cory Nye - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCory Nye is a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, United States. Cory Nye holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cory Nye's expertise and commitment to providing comprehensive financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for specific circumstances such as divorce or military service, Cory Nye has the knowledge and skills to help you achieve your financial goals. Contact Cory Nye at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, United States -
Jacob Luther - Regions Financial Advisor
● ClosedJacob Luther - Regions Financial Advisor is a trusted institution located at 9356 San Jose Boulevard in Jacksonville, Florida. Jacob Luther is a Financial Advisor with Regions Investment Solutions, dedicated to helping clients with their immediate financial needs as well as developing a comprehensive strategy for long-term financial goals. As a trusted partner, Jacob Luther aims to make the journey towards financial success as easy as possible for clients. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc.
9356 San Jose Blvd, Jacksonville, FL 32257, United States -
Riverwood Capital Advisors
● OpenRiverwood Capital Advisors is a reputable finance institution located at 3020 Hartley Road in Jacksonville, Florida, United States. With a team of experienced financial advisors, Riverwood Capital Advisors provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Riverwood Capital Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and dedicated to client satisfaction, Riverwood Capital Advisors is your go-to institution for all your financial needs.
3020 Hartley Rd #125, Jacksonville, FL 32257, United States -
Merrill Lynch Financial Advisor Tony Conticelli
● ClosedLocated at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Tony Conticelli offers a comprehensive approach to managing wealth. With over 25 years of experience in the financial services industry, Tony focuses on understanding the priorities of high-net-worth individuals and families to provide personalized attention and disciplined portfolio strategies. Clients have entrusted Tony and his team with over $360 million in client balances as of January 1, 2024. Tony helps clients identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By crafting customized financial strategies, Tony aims to help clients pursue desired outcomes and build, manage, and preserve their wealth for current and future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Tony works with clients to develop an approach designed to address their financial needs. Through deep-seated community involvement and a commitment to building strong client relationships based on trust and personalized service, Tony and his team at Merrill Lynch Wealth Management strive to help clients achieve their financial goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Olivia Ade - Financial Advisor, Ameriprise Financial Services, LLC
● OpenOlivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Merrill Lynch Financial Advisor Jonathan Adamski
● Closedn, big or small, Merrill Lynch Financial Advisor Jonathan Adamski is here to help. Located at 50 North Laura Street in Jacksonville, Florida, our institution takes pride in getting to know each client personally to develop a customized financial strategy that aligns with their individual goals and priorities. Our team collaborates with clients to understand their primary financial goals, risk tolerance, and time horizons, providing guidance and resources to help them pursue their most meaningful objectives. Whether you are focused on wealth accumulation, preservation, or transferring assets to the next generation, we are committed to assisting you at every stage of your financial journey.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Edward Jones - Financial Advisor: David E McDonough, CFP®
● OpenEdward Jones - Financial Advisor: David E McDonough, CFP® is a reputable financial institution located at 13171 Atlantic Boulevard in Jacksonville, Florida. As a Certified Financial Planner, David E McDonough offers expert advice and personalized financial planning services to clients seeking to achieve their financial goals. With a focus on building long-term relationships and providing sound investment strategies, Edward Jones is a trusted partner for individuals looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, David E McDonough and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
13171 Atlantic Blvd # 400, Jacksonville, FL 32225, United States -
Merrill Lynch Financial Advisor Craig C Walker
● ClosedMerrill Lynch Financial Advisor Craig C Walker is located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. This institution believes in fully involving their clients in planning for their financial future, starting with determining their investment style and personal goals. With over 57 years of experience, Bruce Chappell provides excellent service to ultra-high net worth individuals in the Jacksonville area. The team at Merrill Lynch works to develop a comprehensive strategy to help clients make the most of their financial resources, addressing issues such as future health care expenses, college savings, business sales, and wealth transfer. Using the Investment Personality Assessment, the team at Merrill can customize a financial approach based on the client's investing preferences and goals. They provide transparency on potential risks and opportunities, helping clients stay on track towards their financial objectives. Merrill Lynch advisors have received recognition from industry publications and Bank of America Corporation for their exemplary client service.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
All Lines Insurance Agency, Inc.
● ClosedAll Lines Insurance Agency, Inc. is a trusted insurance agency located at 4828 Blanding Boulevard in Jacksonville, Florida. Specializing in providing a wide range of insurance options to meet all your needs, their team of experienced agents is dedicated to helping you find the perfect coverage at the best rates. Whether you are looking for auto, home, life, or business insurance, All Lines Insurance Agency, Inc. has you covered. With a commitment to excellent customer service and personalized attention, you can trust them to protect what matters most to you. Contact them today to get a quote and start securing your future.
4828 Blanding Blvd STE 1, Jacksonville, FL 32210, United States -
Mary Carter - Raymond James
● OpenMary Carter - Raymond James is a reputable finance institution located at 131 2nd Avenue North in Jacksonville Beach, Florida, United States. With a strong focus on providing top-notch financial services to clients, they offer a wide range of investment options and financial planning solutions. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mary Carter - Raymond James is committed to providing personalized and tailored advice to meet your specific needs. Visit them today to start planning for a brighter financial future.
131 2nd Ave N STE 200, Jacksonville Beach, FL 32250, United States -
South Beach Tax & Financial Services
● ClosedSouth Beach Tax & Financial Services is a reputable accounting and finance institution located at 1692 Penman Road in Jacksonville Beach, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust South Beach Tax & Financial Services for all your accounting and finance needs.
1692 Penman Rd, Jacksonville Beach, FL 32250, United States -
Hello My CPA
● ClosedHello My CPA is a trusted accounting and finance institution located at 9140 Golfside Drive in Jacksonville, Florida. Our team of certified public accountants are dedicated to providing top-notch services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. With our attention to detail and commitment to excellence, you can trust Hello My CPA to handle all of your accounting and finance needs with professionalism and expertise. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
9140 Golfside Dr, Jacksonville, FL 32256, United States -
Applied Business Solutions
● ClosedApplied Business Solutions is a leading institution located at 3020 Hartley Road in Jacksonville, Florida, United States. Specializing in finance, health, and insurance services, we offer expert solutions to help individuals and businesses navigate the complexities of these industries. Our team of professionals is dedicated to providing personalized and innovative strategies to meet the unique needs of our clients. Whether you are looking for financial planning, healthcare options, or insurance coverage, Applied Business Solutions is here to help you achieve your goals. Visit us today to learn more about how we can assist you in reaching your objectives.
3020 Hartley Rd #300, Jacksonville, FL 32257, United States
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