Independent advisors in The Villages, Florida

One Stop Health Advisor is a comprehensive health and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. Our knowledgeable advisors are dedicated to providing personalized guidance and support to help individuals and families make informed decisions about their health and insurance needs. Whether you are looking for the right health insurance plan, seeking advice on wellness and prevention, or navigating the complexities of the healthcare system, One Stop Health Advisor is here to help. Visit us today to experience our commitment to your health and well-being.

Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2791 Brownwood Boulevard in The Villages, Florida, United States. Meg Black, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), leads the team of experienced professionals dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals. With a strong commitment to integrity and client-centered service, Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a trusted partner for individuals and families seeking expert guidance in managing their finances and planning for the future.

StellarPath Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 4807 County Road 466A in The Villages, Florida, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Users of the institution's website agree to abide by their rules and regulations, ensuring privacy and security. With a focus on personalized financial planning, Ameriprise Financial Services, LLC is dedicated to providing top-notch services to help clients navigate their financial journey.

Merrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Lesli Luther specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By combining the investment insights of Merrill and the banking solutions of Bank of America, clients can have access to a comprehensive approach to wealth management. Lesli Luther is committed to serving the community through volunteering and believes in building long-term relationships with clients by understanding their evolving needs and priorities. With a focus on personalized financial planning, Lesli Luther helps clients navigate important life decisions such as retirement planning, education funding, and legacy planning. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help achieve their financial objectives. Lesli Luther is dedicated to helping clients stay on track towards their goals by regularly reviewing and adjusting their financial approach. With a mission to understand each client's unique situation, Lesli Luther offers a personalized approach to wealth management that aligns with individual aspirations and risk tolerance. As a registered advisor in multiple states, Lesli Luther is equipped to provide expert guidance on investment strategies and financial planning. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.

Merrill Lynch Financial Advisor Michael E Rose, located at 1100 Canal Street in The Villages, Florida, is a finance institution dedicated to helping clients plan for the retirement they've always envisioned. Supported by the global resources of Merrill, the team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch will work with you to understand your unique priorities and full financial picture, offering options for managing your 401(k) or other plan-sponsored accounts. They can help you rollover to an IRA, convert to a Roth IRA, rollover a 401(k) from a prior employer, take a distribution, or leave the account where it is, all while considering different investment options, services, fees, and tax implications.

Good Life Financial Advisors of Tampa Bay is a leading finance institution located at 773 Cypress Village Boulevard in Sun City Center, Florida. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure a prosperous future. We offer a wide range of financial services, including retirement planning, investment management, and estate planning. With a focus on personalized service and a commitment to excellence, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Visit us today and start your journey towards a good life with Good Life Financial Advisors of Tampa Bay.

Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™ is a reputable financial institution located at 4520 West Village Drive in Tampa, Florida, United States. Specializing in finance, they provide expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™ is dedicated to helping individuals and families make sound financial decisions for a secure future.

Dale Cebert - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 2765 Brownwood Boulevard in The Villages, Florida, United States. As a finance institution, our advisors are registered to do business in certain U.S. states. We offer initial consultations to discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your goals. Our website provides important disclosures and information on privacy and security. We are members of FINRA and SIPC, and we appreciate referrals to help your friends and family members with their financial planning needs. Contact us today to schedule a meeting and start planning for your financial future.

Reed Stephens is a financial advisor at Ameriprise Financial Services, LLC located at 4807 County Road 466A in The Villages, Florida, United States. The institution offers financial planning consultations to discuss what is most important to each individual. While no written analysis or recommendations are provided during the initial consultation, Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website must agree to the terms and regulations outlined by Ameriprise Financial. Reed Stephens is dedicated to helping friends and family members achieve their financial goals, and referrals can expect to hear from him soon. The institution also provides resources on privacy and security, online security guarantees, and information about email fraud.

Edward Jones - Financial Advisor: David A Merrick, AAMS™ is a reputable finance institution located at 715 Kristine Way in The Villages, Florida, United States. David A Merrick is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ designation. With a focus on personalized financial planning and investment strategies, Edward Jones provides top-notch services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, David A Merrick and his team are dedicated to providing expert guidance and support every step of the way. Trust Edward Jones to help you secure your financial future.

Edward Jones - Financial Advisor Greg Panjian AAMS is a trusted financial institution located at 309 Colony Boulevard in The Villages, Florida, United States. As a certified Accredited Asset Management Specialist (AAMS), Greg Panjian is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of services including retirement planning, wealth management, and education funding. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor Greg Panjian AAMS is committed to helping you navigate the complexities of the financial world with confidence.

Catherine 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.

Wells Fargo Advisors is a financial institution located at 1894 Laurel Manor Drive in The Villages, Florida, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to individuals and businesses. With a team of experienced financial advisors, they strive to help their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial guidance.

Wells Fargo Advisors Financial Network is a leading financial institution located at 1070 Lake Sumter Landing in The Villages, Florida, United States. As a part of the Wells Fargo network, we provide a wide range of financial services and investment solutions tailored to meet the unique needs of our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and strategic planning. Contact us today to learn more about how we can help you secure your financial future.

Keriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann 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®, CFP®, 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®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.

Edward Jones - Financial Advisor: Robert J Krehely Jr is a trusted financial institution located at 1150 Paige Place in The Villages, Florida, United States. Specializing in finance, Robert J Krehely Jr offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building relationships and providing top-notch customer service, clients can feel confident in their financial decisions when working with Edward Jones - Financial Advisor: Robert J Krehely Jr.

Edward Jones - Financial Advisor: Jena Sullivan is a reputable financial institution located at 8483 Southeast 165th Mulberry Lane in The Villages, Florida, United States. Specializing in providing expert financial advice and personalized investment strategies, Jena Sullivan and her team are dedicated to helping clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones offers a range of services including retirement planning, wealth management, and investment guidance. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Jena Sullivan is here to help you every step of the way.

Chad Noble, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Originally from Fort Wayne, Indiana, Chad now resides in Ocala with his wife Lisa and their daughter Shaelyn. Chad enjoys travel, biking, and spending time with his family. If you are not already a client of Ameriprise, you can take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Chad. During this consultation, you will receive an overview of financial planning concepts, although no written analysis or recommendations will be provided.

Dale 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.

CPS 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.

Merrill Lynch Financial Advisor Travis Bowersox is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We have been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, showcasing our dedication to our clients. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, we cater to affluent families, individuals, and successful business owners. Our mission is to be the trusted advisor of our clients, offering personalized financial planning services tailored to their unique needs and goals. By embodying core values such as integrity, knowledge, and teamwork, we ensure that our clients receive the highest level of service and support. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial approach that suits you best. We believe in helping you pursue your aspirations and goals, providing consistent, personalized advice to keep you on track towards achieving your long-term objectives. Let Merrill Lynch Financial Advisor Travis Bowersox guide you towards financial success and help you live your best financial life.

Wells Fargo Advisors Financial Network is a leading financial institution located at 934 Cypress Village Blvd in Ruskin, Florida, United States. Our team of experienced financial advisors provides a wide range of services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are here to provide personalized guidance and support. With a commitment to excellence and a focus on building long-term relationships, Wells Fargo Advisors Financial Network is dedicated to helping you secure your financial future.

Edward Jones - Financial Advisor: Kristie Wells is a trusted financial institution located at 3345 Bobcat Village Center Road in North Port, Florida. As a dedicated finance professional, Kristie Wells offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Kristie Wells can provide expert advice tailored to your individual needs. With a commitment to customer service and a wealth of financial knowledge, Edward Jones - Financial Advisor: Kristie Wells is the go-to destination for all your financial planning needs in North Port.

Welcome to Osprey Village, Fernandina Beach’s Premier Senior Living Community, where our mission is to help Members live longer, healthier, and happier lives. Nestled in the scenic beauty of Amelia Island, Florida, our luxury retirement community offers an array of high-end living options, along with a premier social and wellness lifestyle. Our residents enjoy a wealth of amenities, including restaurant-style fine dining, a vibrant calendar of daily social events, and an award-winning wellness program at our state-of-the-art wellness center. As a Member of Osprey Village, you’ll gain automatic membership to The Amelia Island Club and Amelia Island Plantation, offering access to golf, tennis, and additional social activities. Our services and amenities are designed to promote active living and healthy aging in a luxurious environment.

Wheeler Insurance is a multiline insurance agency located at 10941 U.S. 441 in Belleview, Florida. Serving Ocala, Belleview, and The Villages, we offer a wide range of personal and commercial insurance plans and bundles to fit your needs. Since 1997, our independent agency has provided superior customer service and affordable coverage from reputable companies. Our goal is to build strong relationships with our customers and ensure they are protected without breaking the bank. Trust Wheeler Insurance to protect what matters most to you and rest easy knowing you have the best coverage available. Contact one of our expert insurance agents today to find the perfect plan for you. With over 25 years of experience, Wheeler Insurance is dedicated to satisfying every customer and providing top-notch service. We are a Trusted Choice agency, meaning we work for you and have access to multiple insurance companies to find the best coverage for your changing needs. Let us help you navigate the world of insurance and ensure you are fully protected against any unexpected surprises.

Unique Wealth is a premier finance institution located at 732 South Village Circle in Tampa, Florida, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their wealth management goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. At Unique Wealth, we prioritize transparency, integrity, and client satisfaction to ensure a successful financial future for all our clients.

Blackston Financial Advisory Group is a finance, health, and insurance agency located at 8564 East County Road 466 in The Villages, Florida, United States. Our team is dedicated to helping you build and preserve your assets for a confident financial future. We offer a range of services, including retirement income strategies and wealth management. Our independent firm uses a variety of investment and insurance products to custom suit your needs and objectives. Tune in to "Simplifying Retirement" on WQBQ 1410 AM on Tuesdays at 12 noon for valuable information. Attend one of our informational seminars or request a free copy of our book to learn more about achieving your ideal retirement. We are registered with the U.S. Securities and Exchange Commission and our Form ADV Part 2A disclosure document is available for review. Contact us today to discover how we can help you plan for a secure future.

Lori Kennedy - State Farm Insurance Agent is a trusted insurance agency located at 223 US Highway 27 North, Sebring, Florida. Situated in the Village Fountain Plaza, next to the Sebring Chamber of Commerce/Welcome Center, they offer a range of insurance services to help protect you and your assets. From lightning protection to boat trailer safety tips, they are dedicated to helping you mitigate risks and stay safe. Please refrain from sharing sensitive personal information when contacting them. For assistance with their website, call (863) 385-2505. State Farm Life Insurance Company provides life insurance and annuities, while U.S. Bank National Association offers deposit products and credit cards. Rocket Mortgage, LLC provides mortgage services in various states. Remember, investing involves risk and it's important to seek advice from a tax or legal advisor for personalized guidance.

Equity Wealth Management is a leading finance and insurance agency located at 16540 Pointe Village Drive in Lutz, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or insurance solutions, Equity Wealth Management is dedicated to providing personalized and tailored solutions to meet your financial goals. Contact them today to secure your financial future.

MDL Wealth Management is a premier finance institution located in Tampa, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team is dedicated to providing expert guidance and support every step of the way. Visit us at 13919 Carrollwood Village Run to learn more about how MDL Wealth Management can help you secure your financial future.