The 30 Best Housing finance planning in Florida

Johnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.

Trustco Bank is a trusted financial institution located at 10105 U.S. 441, Leesburg, Florida, United States. Offering a range of services including ATM, bank, and finance options, Trustco Bank is committed to providing exceptional Home Town service to its customers. With over 140 convenient locations and a state-of-the-art mobile app for remote deposits, Trustco Bank makes banking easy and accessible. Recognized as the #1 Bank in the Capital District by the Times Union and Best Bank on Wolf Road by the Anderson Group, Trustco Bank has a long-standing tradition of excellence dating back to 1902. With a focus on community banking done right, Trustco Bank offers innovative banking products and solutions to help customers achieve their financial goals.

Mutual Trust Company Of America Securities is a finance institution located at 2963 Gulf to Bay Boulevard, Clearwater, Florida, United States. They offer a wide range of investment and financial services to help clients achieve their financial goals. With a focus on building trust and providing personalized solutions, Mutual Trust Company Of America Securities is dedicated to helping clients navigate the complexities of the financial market and make informed decisions. Their team of experienced professionals is committed to providing top-notch service and expertise to ensure the success of their clients' investments.

ScaleUp Legal PLLC is a legal institution located at 14629 Southwest 104th Street in Miami, Florida, United States. We specialize in providing in-house counsel and investment services for startups looking to scale up their businesses. With our expertise and dedication, we help our clients navigate the legal complexities of growth and expansion. Our team offers the experience and professionalism needed to take your business to the next level. Compared to traditional in-house and outside counsel, we offer a streamlined approach that allows you to focus on growing your business without the added stress of legal matters. If you have any questions or need assistance, don't hesitate to reach out to us. We are here to help you succeed.

Central Florida Reverse - Empowered by NEXA Mortgage is a leading financial institution located at 200 East Tillman Avenue in Lake Wales, Florida. Specializing in reverse mortgages, our team of experts is dedicated to helping individuals achieve financial security and peace of mind in their retirement years. With a commitment to personalized service and a wealth of industry knowledge, we strive to empower our clients to make informed decisions about their financial future. Contact us today to learn more about how we can help you unlock the equity in your home and secure your financial well-being for the years to come.

J2 Capital Management is a finance institution located at 1222 Southeast 47th Street in Cape Coral, Florida, United States. Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management, we offer a unique advantage to our clients by keeping all expertise in-house. This allows us to have a higher level of visibility into all your asset needs and provide better service compared to using multiple professionals for individual planning components. Our in-house CFP professionals ensure the most comprehensive view of your assets and build a plan aligned with your goals. We also utilize our internal CPAs to integrate and coordinate your tax & estate planning with your financial plan. Our in-house portfolio manager offers custom dynamic strategies designed to reduce and manage risk, providing a level of customization that is hard to find elsewhere.

Home For Life Reverse Mortgage, Inc is a finance institution located at 23072 Nugent Avenue in Port Charlotte, Florida. Specializing in reverse mortgages, they provide seniors with the opportunity to access the equity in their homes to help fund their retirement years. With a focus on financial security and peace of mind for their clients, Home For Life Reverse Mortgage, Inc offers personalized service and expert guidance throughout the entire process. Whether you're looking to supplement your income or pay off existing debts, their experienced team is dedicated to helping you make the most of your home's value.

First Foundation Bank, located at 5078 Pope John Paul II Boulevard in Ave Maria, Florida, offers a wide range of banking and finance services. In addition to traditional banking and private wealth management, the institution is committed to making a positive impact in the local community by supporting charities. First Foundation Bank provides deposit and loan products, and is a Member FDIC and Equal Housing Lender. Investment and Advisory Services are offered through First Foundation Advisors, an SEC-Registered Investment Advisor, while Trust Services and Insurance Services are available through First Foundation Bank. Please note that by accessing links to other websites, you may be leaving First Foundation's website and should review the privacy and security policies of the external site.

David Edel at Mutual of Omaha Reverse Mortgage is a reputable finance institution located in Naples, Florida. Specializing in reverse mortgages, they provide expert guidance and assistance to help seniors access the equity in their homes. With a commitment to personalized service and financial solutions tailored to individual needs, David Edel at Mutual of Omaha Reverse Mortgage is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office at 6384 Huntington Lakes Circle to learn more about how they can help you.

The United Way Center for Financial Stability, located at 129 Southwest 5th Avenue in Florida City, Florida, is dedicated to helping working individuals and families achieve financial independence. With three convenient locations in Miami-Dade, the center offers a range of financial services including coaching, education, and tax preparation. No matter your financial goals, the center is here to support you in building a more resilient future. United Way Miami is committed to making a positive impact in the community and has received high ratings from charity watchdog organizations for its efficient and effective operations. Visit the center to take control of your financial future and pave a path to success.

Wealth Watchers Inc is a financial education and counseling institution located at 5310 Lenox Avenue in Jacksonville, Florida. With a mission to empower individuals and families to achieve financial stability and independence, Wealth Watchers Inc offers a range of services including budgeting assistance, debt management, credit counseling, and homeownership education. Their team of experienced financial professionals work closely with clients to develop personalized financial plans and provide ongoing support to help them reach their financial goals. Whether you are looking to improve your credit score, save for a home, or get out of debt, Wealth Watchers Inc is dedicated to helping you build a secure financial future.

Michael Forslund | Mortgage Advisor & Reverse Mortgage Planner at Fairway Independent Mortgage Corporation, located at 4832 Kerry Forest Parkway, Tallahassee, Florida, United States, is a trusted finance institution with a focus on putting people first. With over 25 years of experience in the mortgage industry, Michael and his team are dedicated to helping clients achieve their dream of homeownership with speed and exceptional service. Whether you are looking to buy, build, or refinance your home, the experienced professionals at Fairway Independent Mortgage Corporation are here to guide you through the entire loan process. From application to closing and beyond, they are committed to finding the right loan options with great rates, terms, and costs to meet your specific needs. Join a team that truly values its clients and community - consider a career at Fairway! Explore the Fairway Newsroom for the latest company updates, consumer tips, and media coverage. Contact Michael Forslund today to start your journey towards homeownership.

Homeowners Financial Group is a finance institution located at 13241 Bartram Park Boulevard in Jacksonville, Florida. As a leading provider of financial services, we specialize in helping homeowners navigate the complexities of the mortgage process. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to purchase a new home, refinance your current mortgage, or explore other financial options, Homeowners Financial Group is here to help you achieve your goals. Contact us today to learn more about how we can assist you with your financial needs.

Vikki Rogers Geneva Financial, LLC Mortgage Lending is a finance institution located in Winter Garden, Florida, United States. This website serves as a mortgage resource to provide an amazing mortgage experience. Geneva Financial is not affiliated with any government agencies, and the materials on this website have not been approved by HUD or FHA. Reverse mortgage borrowers must obtain an eligibility certificate through counseling sessions with a HUD-approved agency, with the youngest borrower being at least 62 years old. Monthly reverse mortgage advances may impact eligibility for other programs. This institution offers various programs subject to credit and property approval, with restrictions and limitations that may apply. VA loans are also available, with eligibility based on individual VA Entitlement amounts, income, credit guidelines, and property limits. Geneva Financial is not affiliated with VA, HUD, or FHA, and materials have not been approved by any government agency.

The Financial Aid Network, located at 498 Altamonte Springs Drive in Altamonte Springs, Florida, is a finance institution dedicated to helping individuals navigate the complex world of financial aid. Our team of experts provides personalized guidance and support to assist clients in securing the financial assistance they need for education, healthcare, housing, and more. Whether you are a student seeking scholarships or a family in need of assistance, the Financial Aid Network is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can support you on your financial journey.

Raymond James & Associates is a finance institution located at 807 West Morse Boulevard in Winter Park, Florida, United States. With a commitment to providing personalized financial services, Raymond James & Associates offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Raymond James & Associates is here to help you every step of the way.

Renew Family Wealth is a finance institution located at 2465 Mercer Avenue in West Palm Beach, Florida, United States. Our focus is on providing exceptional insight and service to our clients, building lasting relationships based on trust, integrity, and superior client service. Our mission is to simplify financial matters for our clients, allowing them to shift their focus to their families. We believe in a systematic yet understandable approach to investing, emphasizing a balanced and diversified portfolio to help clients achieve their financial goals and avoid costly mistakes.

Simon Quick Advisors, LLC is a finance institution located at 400 Royal Palm Way in Palm Beach, Florida, United States. We specialize in developing highly customized financial and investment solutions in close coordination with our clients. As fee-only advisors, we do not earn commissions or push products, providing honest and unbiased advice to protect your financial future. With a large team of experienced professionals spread across the United States, we are committed to acting in your best interest as fiduciaries. Our CERTIFIED FINANCIAL PLANNER™ professionals work with you to create a financial plan tailored to your needs, risk tolerances, and tax situation. Our in-house investment research team conducts extensive due diligence to provide access to distinctive investment opportunities. Testimonials from our current clients reflect their positive experiences, but individual results may vary. Please note that publications or acknowledgments in the media do not guarantee specific results for clients engaging our services.

Eagle Real Estate and Financial Services is a reputable finance institution located at 7401 Wiles Road in Coral Springs, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services, including real estate investments, mortgages, and financial planning. With a focus on customer satisfaction and personalized solutions, we strive to help our clients achieve their financial goals and secure their financial future. Trust Eagle Real Estate and Financial Services for all your financial needs.

Divorce Financial Solutions is a finance institution located at 3900 Hollywood Boulevard in Hollywood, Florida, United States. We specialize in providing financial guidance and support to individuals going through the divorce process. Our team of experienced financial advisors can help clients navigate the complex financial aspects of divorce, including asset division, alimony, child support, and more. We are dedicated to helping our clients achieve fair and equitable financial outcomes during this challenging time.

Avrus Financial & Mortgage Services, Inc. is a leading institution located at 2799 Northwest Boca Raton Boulevard in Boca Raton, Florida. Specializing in finance, insurance, and real estate services, our team of experts is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for a mortgage, insurance coverage, or assistance with buying or selling property, Avrus Financial & Mortgage Services, Inc. is here to help. With a commitment to excellence and a reputation for reliability, you can trust us to guide you through the complexities of the financial and real estate markets. Visit us today to learn more about how we can assist you in achieving your goals.

International Home Projects Corp is a reputable finance institution located at 2719 Hollywood Boulevard in Hollywood, Florida, United States. Specializing in providing financial solutions for international home projects, our experienced team is dedicated to helping clients navigate the complexities of financing their dream homes abroad. With a commitment to excellence and customer satisfaction, International Home Projects Corp is a trusted partner for individuals seeking to invest in real estate overseas.

Wesley R. Howell CPA is a professional accounting and finance institution located at 283 Cranes Roost Boulevard in Altamonte Springs, Florida, United States. We offer the expertise of a large CPA firm with the personalized attention of a smaller firm. Our services include tax preparation and planning to help businesses and individuals minimize tax liability and maximize potential. We also provide accounting services for small business owners who may not have the expertise in-house. Additionally, we offer after-the-fact payroll services for small businesses. Our office is conveniently located at Cranes Roost, just off I-4 at State Road 436. Clients have praised Wesley R. Howell CPA for his excellent professional service in handling QuickBooks and taxes. We serve clients across Altamonte Springs, Casselberry, Sanford, Orlando, Longwood, Apopka, Winter Park, and surrounding areas. Visit us at 283 Cranes Roost Blvd, Suite 111, Altamonte Springs, FL 32701.

Ideal Dental Odessa is a premier dental institution located at 13266 Pine Gap Spur in Odessa, Florida. Our dedicated team of professionals is committed to providing high-quality dental care in a comfortable and stress-free environment. Whether you need a routine check-up or emergency dental services, we are here to address all your concerns and ensure your oral health is in top-notch condition. Dr. Claudia Battistini, our experienced dentist, is passionate about providing personalized care to each patient. With a focus on patient comfort and satisfaction, our friendly staff is fluent in both English and Spanish to better serve our diverse community. We offer a wide range of services under one roof, from general dentistry to oral surgery and orthodontics, ensuring all your dental needs are met in one convenient location.

Leigh Ann McIlwain is a well-established dental institution located at 26908 Foggy Creek Road in Wesley Chapel, Florida. Dr. Leigh Ann McIlwain has been practicing dentistry since 1978, initially working alongside her father, Dr. James. With a passion for pediatric dentistry, Dr. McIlwain pursued her Doctorate of Medicine in Dentistry from Tufts University and completed her post-doctorate in pediatric dentistry at the University of Florida. She is board certified with the American Board of Pediatric Dentistry. Dr. McIlwain is dedicated to providing comprehensive dental care for both parents and children, offering services such as General Dentistry, Pediatric Dentistry, Orthodontics, and Aesthetics. The institution also provides in-house financing and flexible payment plans, accepting most insurances and Care Credit.

Michael Mcilwain is a reputable dental institution located at 26908 Foggy Creek Road in Wesley Chapel, Florida, United States. Dr. Mike McIlwain, the founder, is a highly experienced pediatric dentist with a passion for providing top-notch dental care to patients of all ages. With a strong educational background and extensive training in sedation and general anesthesia procedures, Dr. McIlwain is a Diplomate of the American Academy of Pediatric Dentistry. Aside from his professional achievements, Dr. McIlwain is a family man, married to Cristina Yarnoz McIlwain, and has three children. The institution offers a wide range of services including general dentistry, pediatric dentistry, orthodontics, and aesthetics. They have been serving the greater Tampa Bay and Wesley Chapel area for over 40 years, and provide in-house financing and flexible payment plans for their patients.

BayView Dental - Lockwood is a trusted dental institution located at 6010 North Lockwood Ridge Road in Sarasota, Florida. Our experienced team of dentists offers comprehensive family dental care and specializes in dental implants. With multiple locations on the west coast of Florida, including Sarasota, Bradenton, Venice, and St. Petersburg, we are dedicated to providing friendly and comfortable dental services to our patients. At BayView Dental Associates, we strive to make your dental experience a positive one. From routine cleanings to dental implants, we offer a wide range of services to meet your family's needs. We accept various insurance plans and offer financing options to make our treatments affordable and personalized.

Michael McIlwain is a renowned dentist and doctor located at 302 North Howard Avenue in Tampa, Florida, United States. Dr. Mike McIlwain, the founder of the institution, has a strong background in pediatric dentistry and is a Diplomate of the American Academy of Pediatric Dentistry. He is also a member of various professional associations, including the American Dental Association and the American Orthodontic Society. Dr. McIlwain, a Tampa native, has a passion for providing high-quality dental care to patients of all ages. He offers a wide range of services, including general dentistry, pediatric dentistry, orthodontics, and aesthetics. The institution also provides in-house financing and flexible payment plans for patients, with most insurances and Care Credit accepted.

Leigh Ann McIlwain is a renowned institution located at 302 North Howard Avenue in Tampa, Florida, United States. Specializing in dentistry and health services, Dr. Leigh Ann McIlwain has been serving the community since 1978, working alongside her father, Dr. James. With a background in pediatric dentistry and a Doctorate of Medicine in Dentistry from Tufts University, Dr. McIlwain is board certified with the American Board of Pediatric Dentistry. She is dedicated to providing top-notch care to patients of all ages, offering services such as General Dentistry, Pediatric Dentistry, Orthodontics, and Aesthetics. In addition, the institution also provides in-house financing and flexible payment plans, accepts most insurances and Care Credit, making quality healthcare accessible to all. Visit Leigh Ann McIlwain for all your dental and health needs in the greater Tampa Bay and Wesley Chapel area.

Florida Braces, located at 254 East Stuart Avenue in Lake Wales, Florida, is a leading dental institution specializing in advanced alignment systems such as Invisalign®. These brand-name braces offer patients a straighter, more beautiful smile with increased comfort and convenience. Our in-house financing options, including CareCredit and payment discounts, make our services accessible to everyone. Dr. Steven M. Guelff, our experienced orthodontist, provides patients with a sleek, non-invasive dental alignment appliance for greater comfort and shorter treatment times. With his easy-going and caring demeanor, Dr. Guelff brightens the experience for every patient he cares for. Our affordable services and convenient office locations in Lake Wales, Wauchula, and Arcadia make orthodontic care easily accessible.