Holistic tax planning services in The Villages, FL
10 results found
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Capital City Accounting Tax Solutions
● OpenCapital City Accounting Tax Solutions is a reputable accounting and finance institution located at 1400 Village Square Boulevard in Tallahassee, Florida. Our experienced team of professionals provides a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. We are dedicated to helping individuals and businesses navigate the complexities of the financial world with ease and confidence. Trust Capital City Accounting Tax Solutions to handle all your accounting and tax needs efficiently and effectively.
1400 Village Square Blvd #3, Tallahassee, FL 32312, United States -
David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCatherine Harris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. Catherine Harris holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Catherine Harris is dedicated to providing ethical and professional financial advice to help clients achieve their financial goals.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira holds multiple 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 Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Arleatha Henderson - Prudential Financial
● ClosedArleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
560 Village Blvd #100, West Palm Beach, FL 33409, United States -
Meridian Wealth Management, LLC
● ClosedMeridian Wealth Management, LLC is a premier financial institution located in The Villages, Florida. With a focus on providing top-notch wealth management services, our experienced team is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our team of experts is here to provide personalized solutions tailored to your unique needs. Visit us at 2462 Burnsed Boulevard to learn more about how Meridian Wealth Management can help you achieve financial success.
2462 Burnsed Blvd, The Villages, FL 32163, United States -
Talon Wealth Management
● ClosedTalon Wealth Management is a leading financial institution located at 11974 County Road 101 in The Villages, Florida, United States. Specializing in wealth management, our team of experienced professionals provide personalized financial solutions to help clients achieve their financial goals. From investment planning to retirement strategies, Talon Wealth Management is dedicated to helping clients secure their financial future. Contact us today to learn more about our services and how we can help you grow and protect your wealth.
11974 Co Rd 101 #103, The Villages, FL 32162, United States -
Lanese & Associates
● ClosedLanese & Associates is a reputable accounting and finance institution located at 823 Cypress Village Boulevard in Ruskin, Florida. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the area. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or business consulting, Lanese & Associates is here to assist you every step of the way. Contact us today to learn more about how we can help you manage your finances effectively.
823 Cypress Village Blvd, Ruskin, FL 33573, United States -
CPS Investment Advisors
● ClosedCPS Investment Advisors is a wealth management institution located at 11962 County Road 101 in The Villages, Florida, United States. The institution offers the CPAlliance® program, a Turnkey Asset Management Program (TAMP) specifically designed by CPAs for CPAs. As a network of elite CPA Financial Planners who are registered investment advisors, CPS Investment Advisors is uniquely qualified to help clients achieve and protect financial independence. The CPAlliance® program provides asset management, performance reporting, trade reconciliation, and billing services, allowing CPAs to focus on their client's goals while CPS Investment Advisors takes care of the rest. With an understanding of the limited time CPAs have, the CPAlliance® program is designed to meet the growing need for CPA Financial Planners.
11962 Co Rd 101, The Villages, FL 32162, United States
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