The 30 Best Housing finance planning in Florida
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954 Foreclosure Attorneys, PLLC | Foreclosure Defense Lawyers
954 Foreclosure Attorneys, PLLC is a team of dedicated Foreclosure Defense Lawyers located at 7351 Wiles Road in Coral Springs, Florida. Our expert attorneys specialize in providing legal representation and guidance for individuals facing foreclosure proceedings. With years of experience in finance and law, our team is committed to helping our clients navigate the complexities of foreclosure defense. Whether you are looking to prevent foreclosure, negotiate with lenders, or explore alternative options, 954 Foreclosure Attorneys, PLLC is here to provide the support and expertise you need. Contact us today to schedule a consultation and protect your home and financial future.
EZ Short Sales
EZ Short Sales is a renowned institution located at 14949 Southwest 8th Terrace in Miami, Florida, United States. As a combination of a law firm and a real estate agency, EZ Short Sales specializes in helping clients navigate the complex world of short sales. With a team of experienced lawyers and real estate professionals, EZ Short Sales provides expert guidance and support to individuals looking to sell their properties quickly and efficiently. Whether you are facing financial difficulties or simply looking to expedite the selling process, EZ Short Sales is dedicated to providing top-notch service and achieving the best possible outcomes for their clients.
Rae Shearn Law
Rae Shearn Law is a reputable law firm located in Miami, Florida, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. With a focus on professionalism and client satisfaction, Rae Shearn Law is committed to helping individuals and businesses navigate the complexities of the legal system. Located at 1885 Northwest North River Drive, this institution is a trusted choice for those seeking expert legal advice and representation.
Approach Retirement Advisors, LLC (Pensacola)
Approach Retirement Advisors, LLC in Pensacola, Florida is a finance institution located at 3 West Garden Street. Our team of experienced advisors is dedicated to helping clients plan for a secure and comfortable retirement. We offer personalized financial planning services tailored to individual goals and objectives. Whether you are just starting to save for retirement or are nearing retirement age, our knowledgeable team can provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a financially secure future.
Edward Jones
Edward Jones is a renowned financial institution located at 2930 Langley Avenue in Pensacola, Florida, United States. Specializing in personalized financial services, Edward Jones is dedicated to helping individuals and families achieve their financial goals through expert advice and tailored investment strategies. With a commitment to building long-term relationships with clients, Edward Jones prides itself on providing top-notch customer service and a comprehensive range of financial solutions. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is here to help you every step of the way.
Platinum Lifestyle Professionals of Century 21 Blue Marlin Pelican
Platinum Lifestyle Professionals of Century 21 Blue Marlin Pelican, located at 1350 John Sims Parkway in Niceville, Florida, is a multifaceted institution offering services in finance, general contracting, and real estate. Clients have praised the expertise, diligence, and exceptional customer service provided by Ken and his team, with one satisfied customer noting the quick and painless process of selling two vacant lots. The team, led by Ken, is commended for always being available to answer questions and guide clients through the buying and selling process. Specializing in residential and commercial sales and marketing, the team at Platinum Lifestyle Professionals prides themselves on being local experts with strong negotiation skills and innovative marketing strategies. Whether you are looking to buy or sell property, this dedicated team is ready to assist you every step of the way.
Lobban Acquisitions LLC
Lobban Acquisitions LLC is a multifaceted institution located at 2828 West Dellwood Street in Citrus Springs, Florida, United States. Specializing in finance, real estate, and travel services, we offer a wide range of solutions to meet our clients' needs. Whether you are looking to invest in property, secure a loan, or plan your next vacation, our experienced team is here to help. With a commitment to excellence and customer satisfaction, Lobban Acquisitions LLC is your trusted partner for all your financial and real estate needs.
Unify Financial Advisors
Unify Financial Advisors, located at 1465 South Fort Harrison Avenue in Clearwater, Florida, is a finance institution dedicated to providing financial peace to individuals, businesses, and the community. Unlike traditional investment advisor firms, Unify Financial Advisors offers personalized financial services tailored to meet the specific needs of each client. As fiduciaries and fee-only advisors, they always prioritize the client's interests. Their qualified team provides in-house portfolio management and investment analysis, helping clients build and monitor their personal Financial Plans. They also assist with gifting strategies and offer tax-efficient solutions for wealth accumulation through businesses. To schedule a complimentary consultation with a Certified Financial Planner, contact Unify Financial Advisors at (727) 306-0299. Please note that Unify Financial LLC is registered as an investment advisor with the Florida Office of Financial Regulation.
Fix and Flippers
Located at 252 West Ardice Avenue in Eustis, Florida, Fix and Flippers is a real estate agency specializing in trust deed investments and hard money loans. With a focus on Fix and Flips, Construction, Commercial, and Rental properties, the institution helps investors secure funding for various real estate purposes nationwide. Teaming up with Paradyme Funding, Fix and Flippers recently closed an acquisition loan for a first-time developer, showcasing their ability to connect investors with lucrative opportunities. Whether you are a builder or developer in need of financing for your next project, Fix and Flippers works with a nationwide lender to provide non-bank financing options for residential construction and development projects.
Mariet Ostos
Mariet Ostos is a reputable finance and real estate agency located at 11183 South Orange Blossom Trail in Orlando, Florida. With a strong presence in the local market, Mariet Ostos offers expert financial and real estate services to clients looking to buy, sell, or invest in properties in the area. Their team of experienced professionals is dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you are a first-time homebuyer or a seasoned investor, Mariet Ostos has the knowledge and resources to guide you through the process with ease. Visit their office today to learn more about how they can assist you with your financial and real estate needs.
The ABC CPA
The ABC CPA is a trusted accounting and finance institution located at 15019 Madeira Way, Madeira Beach, Florida, United States. Specializing in personalized accounting services, we offer a range of services including bookkeeping, tax preparation, accounting consulting, and cash flow projections. Our experienced professionals will handle your books, allowing you to focus on running your business with peace of mind. We provide custom-tailored bookkeeping solutions to save you time and ensure accurate record-keeping. Our payroll services are designed to meet your business's unique needs, ensuring accuracy and peace of mind. Additionally, we offer QuickBooks setup, cleanup, and training services to help your business effectively utilize this software.
Cetera Investors
Cetera Investors is a finance institution located at 1715 North Westshore Boulevard in Tampa, Florida, United States. With 43 fully staffed branch offices, Cetera Investors allows financial advisors to maintain ownership of their book of business while benefiting from the resources and best practices provided by the institution. Clients can easily engage with their financial picture and gain access to local, high-intent client leads. The institution offers succession planning, multimedia marketing, personalized support, and a unified advisory platform to simplify advertising and client connections. With in-office consulting and support, advisors can focus on overachieving without being bogged down by administrative tasks. Cetera Investors also provides supervisory teams to help advisors stay compliant with regulations. From fund selection to asset allocation, the institution offers solutions for various client goals and provides an interactive financial planning experience. With a team of legal and tax specialists, Cetera Investors can help solve clients' complex needs. Business-owner clients can benefit from turnkey retirement plan solutions through the institution's in-house TPA. President & CEO LeAnn Rummel emphasizes the institution's commitment to helping clients pursue financial freedom at all stages of life. Advisors can experience the freedom of independence with the efficiency of teamwork through Cetera Investors' Accesslink onboarding experience.
J. Biance Financial
J. Biance Financial is a finance institution located at 545 South Pine Street, Sebring, Florida, United States. Specializing in retirement planning, the team at J. Biance Financial helps clients craft a comprehensive financial strategy to address the biggest threats to a confident retirement. Their proprietary process covers investment, income, tax, healthcare, and legacy planning to ensure a secure financial future. Justin Biance, a Forbes Top Financial Security Professional, leads the team in providing personalized solutions for each client. Certified by the Certified Financial Planner Board of Standards, Inc., J. Biance Financial offers investment advisory products and services through AE Wealth Management, LLC, as well as insurance products through J. Biance Wealth Management, LLC DBA J. Biance Financial. With a focus on protection benefits and steady income streams, J. Biance Financial helps clients renovate their financial house and retire with confidence. Contact them today to start planning for your retirement.
Financial Exchange Coterie
Financial Exchange Coterie is a multifaceted institution located at 5206 Station Way in Sarasota, Florida. As a finance, general contractor, and real estate agency, we offer a wide range of services to meet all your financial and property needs. Our experienced team is dedicated to providing expert advice and tailored solutions to help you achieve your goals. Whether you are looking to invest in real estate, secure a loan, or renovate your property, Financial Exchange Coterie is here to assist you every step of the way. Visit us today and let us help you navigate the world of finance and real estate with confidence.
Dudley's Auction & Estate Services
Dudley's Auction & Estate Services is a reputable finance and storage institution located at 4000 South Florida Avenue in Inverness, Florida, United States. With a focus on auctions and estate services, Dudley's offers a wide range of financial and storage solutions to meet the needs of their clients. Whether you are looking to buy or sell items at auction, or need a secure storage facility for your valuables, Dudley's Auction & Estate Services is the go-to institution for all your financial and storage needs.
EASY SOLUTIONS for Credit Repair | Mortgage | Construction | Insurance
Easy Solutions is a comprehensive institution offering services in credit repair, mortgage, construction, and insurance. Located at 12995 South Cleveland Avenue in Fort Myers, Florida, our team of professionals is dedicated to helping you achieve your financial goals. Whether you are looking to repair your credit, secure a mortgage, complete a construction project, or find the right insurance coverage, we have the expertise to assist you. With Easy Solutions, you can access your account online from any device, making it convenient and safe to manage your finances from anywhere. Take a step forward in your financial journey and let us help you make it happen.
Ravi Ramnarain, CPA, LLC
Ravi Ramnarain, CPA, LLC is a reputable accounting and finance institution located at 2614 Tamiami Trail North in Naples, Florida, United States. With a team of fourteen (14) dedicated professionals, the firm offers top-notch Outsourced CFO services and virtual Accounting solutions for socially responsible businesses worldwide. Specializing in services such as Outsourced CFO Services, Internal Audit, SEC Reporting, Taxation, and more, Ravi Ramnarain, CPA, LLC ensures that clients receive personalized and attentive service around the clock. The firm is proud to be quoted in various media outlets such as FOX Business, TIME Money Magazine, and The Huffington Post. In addition to their professional services, Ravi Ramnarain, CPA, LLC is actively involved in giving back to the community through volunteer work and donations to organizations such as the American Red Cross, Salvation Army, and Saint Matthew's House of Naples, FL. The firm's commitment to social responsibility extends to their informative Vlog, co-hosted by Ravi and Devyn, covering essential market trends from an Accounting perspective. Explore more about their services and community involvement on their website.
1st Financial, Inc. Weston Branch
1st Financial, Inc. Weston Branch is a trusted finance and real estate agency located at 1825 Main Street in Weston, Florida, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate the real estate market with ease. Whether you're looking to secure a loan, invest in property, or buy your dream home, we are here to provide personalized solutions tailored to your needs. Visit us today to learn more about our services and how we can assist you in reaching your financial aspirations.
Rx Real Estate Investment (RxREI)
Rx Real Estate Investment (RxREI) is a premier real estate agency located at 938 North Krome Avenue in Homestead, Florida, United States. Specializing in investment properties, RxREI offers expert guidance and personalized service to help clients navigate the complex world of real estate investing. With a team of experienced agents and a commitment to excellence, RxREI is dedicated to helping clients achieve their financial goals through strategic real estate investments. Whether you are a seasoned investor or a first-time buyer, RxREI is your trusted partner in building wealth through real estate.
J. Biance Financial
J. Biance Financial is a leading finance institution located at 1301 Riverplace Boulevard in Jacksonville, Florida, United States. Specializing in retirement planning, our team of experts works diligently to ensure that your financial house is in order, allowing you to retire with confidence. We offer a comprehensive range of services including investment, income, tax, healthcare, and legacy planning to address all aspects of your retirement needs. Our founder, Justin Biance, has been recognized as one of Forbes Top Financial Security Professionals 2023, showcasing our commitment to excellence in the industry. Whether you're looking to renovate your financial house or simply seeking guidance on retirement planning, J. Biance Financial is here to help. Contact us today to schedule a consultation and take the first step towards a secure and prosperous retirement.
Cleartree Asset Management, Inc.
Cleartree Asset Management, Inc. is a finance institution located at 711 South Howard Avenue in Tampa, Florida, United States. Our team of experts is dedicated to helping clients get their financial house in order and achieve their goals. We go above and beyond to exceed expectations and provide top-notch financial services. If you want to take control of your finances and secure a brighter future, Cleartree Asset Management, Inc. is here to help.
Accountincs
Accountincs is a premier accounting and finance institution located at 10243 Northwest 52nd Terrace, Doral, Florida, United States. We specialize in providing world-class financial reporting services to small and micro businesses. Our team ensures that your reports are relevant, reliable, and delivered on time, allowing you to make informed decisions for your company. At Accountincs, we understand the challenges that small businesses face when it comes to managing payroll taxes and bookkeeping. That's why we offer 100% coverage with no vacations or sick days, ensuring that your tasks are always completed on time. Our backup team is well-versed in your processes, minimizing the risk of knowledge loss due to turnover.
Howard Shapiro & Company
Howard Shapiro & Company is a reputable finance and real estate agency located at 3861 North 31st Terrace in Hollywood, Florida, United States. With years of experience in the industry, our team of experts provides top-notch financial and real estate services to clients looking to buy, sell, or invest in properties. We offer personalized solutions tailored to meet the unique needs of each client, ensuring a smooth and successful transaction every time. Trust Howard Shapiro & Company for all your finance and real estate needs.
TrustTree Financial
TrustTree Financial is a finance institution located at 110 Southeast 6th Street in Fort Lauderdale, Florida, United States. We offer more than just traditional financial planning and investment management - we strive to help you achieve your real goals. Our team manages your investments in-house according to your preferences and risk profile, keeping you informed every step of the way. We provide comprehensive financial planning and ongoing support to help you reach financial independence and stay on track. As an independent registered investment advisor, we act as your fiduciary and put your interests first. Choose TrustTree Financial for personalized, informed, and ethical financial guidance.
Reverse Mortgage
Reverse Mortgage, located at 3596 Infinity Run in The Villages, Florida, offers financial solutions for homeowners looking to access the equity in their homes. This institution provides a range of services and products to help individuals make the most of their assets. It is important to note that the information provided by Reverse Mortgage is not a substitute for professional legal, tax, or financial advice. It is recommended to consult with qualified professionals before making any decisions. The institution is not affiliated with HUD or FHA and operates under Mortgage Lender License# MLDB8675. Terms and conditions may vary by state and are subject to change. Borrowers must meet certain criteria, including age, income, credit history, and property qualifications. Failure to meet obligations such as property taxes and insurance may result in default. Reverse Mortgage is committed to helping homeowners navigate the complexities of financial planning and asset management.
Sabal Trust Co
Sabal Trust Co, located at 1060 Lake Sumter Landing in Lady Lake, Florida, is a trusted institution offering ATM, banking, and financial services. At Sabal Trust, we believe in supporting you through life's milestones, whether it be starting a business, planning for your family's future, or achieving your financial goals. Our personalized investment portfolios and customized strategies are designed to help you reach your personal objectives. As Personal Representative, we can handle the administration and safeguarding of an estate during difficult times. Our Sabal Trust Family Office serves as a central coordinator for directing family members, attorneys, CPAs, and trusted advisors.
Trustco Bank
Trustco Bank is a trusted institution located at 1330 Citizens Boulevard in Leesburg, Florida, United States. Specializing in ATM, banking, and finance services, Trustco Bank offers a variety of accounts and lending options to meet your financial needs. From Home Town Investment Checking Accounts to Home Equity Lines of Credit, Trustco Bank is committed to providing exceptional service to its customers. With over 140 convenient locations and a state-of-the-art mobile app, Trustco Bank makes managing your finances easy and convenient. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs nationwide. Trustco Bank has been recognized for its excellence in banking, earning awards such as the "Bestie Award" and being named the Best Small Bank in New York State by Newsweek.
Jeffery Albright - Thrivent
Jeffery Albright - Thrivent is a finance institution located at 354 North Highland Street in Mount Dora, Florida, United States. Specializing in providing Good Christian Financial Guidance, Jeffery believes that everyone should have a financial strategy. Licensed in multiple states, including FL, GA, KS, MI, MS, NC, NY, OH, OR, TN, WA, and WI, Jeffery is dedicated to helping clients gain control over their finances, minimize tax burdens, and expand their legacy. Located just outside of downtown Mount Dora, Jeffery offers complimentary meetings at his office, virtually over Zoom, or at the client's house. By discussing goals and dreams, he helps clients create a financial plan tailored to their needs. Whether you have lifelong dreams or financial questions, Jeffery is available to provide guidance on your next steps.
Elizabeth L Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth L Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 217 South Swoope Avenue in Maitland, Florida, United States. Elizabeth 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 Elizabeth's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Elizabeth is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Elizabeth is also trained to assist veterans and military personnel with their financial needs. With a focus on ethical practices and continued education, Elizabeth is committed to helping clients achieve their financial goals and secure their financial future.
Jose J Villafana Broker Asociado
Jose J Villafana Broker Asociado is a reputable finance and real estate agency located at 4113 Hunters Park Lane in Orlando, Florida, United States. With a team of experienced brokers and associates, we specialize in helping clients buy, sell, and invest in properties in the vibrant Orlando market. Our personalized approach and commitment to excellence ensure that our clients receive the highest level of service and expertise. Whether you are looking to purchase your dream home or expand your real estate portfolio, Jose J Villafana Broker Asociado is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you with all of your real estate and financial needs.
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