Independent financial advisor in Pensacola, FL
14 results found
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Waverly Advisors, LLC
● OpenWaverly Advisors, LLC is a finance institution located at 350 West Cedar Street in Pensacola, Florida, United States. With an intense client focus, our dedicated team of advisors offers forward-thinking advice and guidance for financial decisions tailored to both personal and corporate needs. Our team, consisting of Certified Financial Planners™ and Certified Public Accountants, is committed to going above and beyond for our clients, providing services such as wealth management, financial planning, retirement planning, estate planning, and investment management. As a fee-only firm, our advice is independent and focused on helping clients achieve their financial goals. We believe in creating value through trusted relationships and developing customized financial plans that align with individual objectives. Our comprehensive approach integrates all areas of finance, including investments, retirement, taxes, estate, and insurance, to help clients reach both short-term and long-term financial goals. Waverly Advisors is a Registered Investment Advisory firm, recognized for its reliable insight and strategic methodology in investment management. Our team members are actively involved in the Pensacola community, supporting various organizations and giving back to the Gulf Coast area. Learn more about our services and team members at our Pensacola office and how we can help you thrive financially.
Maritime Place, 350 W Cedar St Suite 401, Pensacola, FL 32502, United States -
LPL Financial
● OpenLPL Financial is a finance institution located at 3298 Summit Boulevard in Pensacola, Florida, United States. Specializing in financial planning and investment services, LPL Financial offers a wide range of options for individuals and businesses looking to grow and manage their wealth. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.
3298 Summit Blvd BLDG.22, SUITE C-2, Pensacola, FL 32503, United States -
Bruce G Coldsmith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBruce G Coldsmith is a private wealth advisor at Ameriprise Financial Services, LLC located at 2803 East Cervantes Street in Pensacola, Florida. With a focus on finance, Bruce offers personalized financial planning and investment management services to help clients achieve their financial goals. Each Ameriprise advisor has their own areas of focus, so clients can choose an advisor that aligns best with their needs. Clients can review Bruce's background, credentials, and experience before requesting a consultation. By filling out the "Request consultation" form, clients can connect with Bruce for a complimentary initial consultation to discuss their financial goals and create a customized financial plan.
2803 E Cervantes St B, Pensacola, FL 32503, United States -
Madril Insurance
● OpenMadril Insurance is a reputable insurance agency located at 1259 West 9 Mile Road in Pensacola, Florida, United States. We specialize in providing quality insurance products at competitive prices. As independent agents, we are dedicated to helping our clients navigate the complexities of insurance policies to ensure they have coverage that meets their specific needs. Our office proudly serves communities throughout Florida, as well as Alabama, Georgia, Louisiana, and Mississippi. We offer a wide range of personal insurance, business insurance, and industry-specific insurance solutions to protect what matters most to our clients.
1259 W 9 Mile Rd, Pensacola, FL 32534, United States -
The Osborn Group - Morgan Stanley
● OpenThe Osborn Group - Morgan Stanley is a leading financial institution located at 850 South Palafox Street in Pensacola, Florida, United States. With a strong reputation for excellence in the finance industry, The Osborn Group offers a range of services including investment management, wealth planning, and retirement solutions. Clients can trust in the expertise and experience of the team at The Osborn Group to help them achieve their financial goals and secure their financial future.
850 S Palafox St UNIT 200, Pensacola, FL 32502, United States -
Saltmarsh, Cleaveland & Gund
● OpenSaltmarsh, Cleaveland & Gund is a renowned accounting and finance institution located at 900 North 12th Avenue in Pensacola, Florida, United States. As an independent member firm of the BDO Alliance USA, Saltmarsh has the expertise and resources to help clients achieve their financial goals. From tax planning and accounting services to information technology and employee benefits consulting, Saltmarsh offers a comprehensive range of professional services for individuals and businesses. With a history dating back to the early 1940s, Saltmarsh has built a solid reputation for providing sound advice and building strong relationships with clients. The firm offers a wide range of compliance and consulting services to various industries and high net worth individuals, including audit and assurance, tax planning, investment and wealth management, estate planning, and more.
900 N 12th Ave, Pensacola, FL 32501, United States -
Iron Horse Wealth Strategies
● OpenIron Horse Wealth Strategies is a leading finance institution located at 3000 Langley Avenue in Pensacola, Florida. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. With a focus on personalized, client-centered service, Iron Horse Wealth Strategies is committed to providing expert financial guidance and support to individuals and families in the Pensacola area.
3000 Langley Ave # 200, Pensacola, FL 32504, United States -
SWAN Tax Advisory
● OpenSWAN Tax Advisory is a finance institution located at 107 West Gregory Street in Pensacola, Florida, United States. We are dedicated to helping individuals and families implement tax-efficient strategies for life. Our downloadable guide provides information on the latest tax law changes to help you avoid surprises and ensure you are not paying too much in taxes during retirement. We host seminars in the community to educate others on the importance of preparing for their financial future. Our goal is to help our clients achieve tax-efficient financial strategies, allowing them to live more confidently knowing their finances are in order. As an independent financial services firm, we offer retirement strategies using a variety of investment and insurance products tailored to each individual's needs and objectives. SWAN Tax Advisory is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law.
107 W Gregory St, Pensacola, FL 32502, United States -
Navy Federal Credit Union
● OpenWelcome to Navy Federal Credit Union, located at 5550 Heritage Oaks Drive, Pensacola, Florida 32526. As a premier financial institution, we specialize in banking and finance solutions, offering a wide range of services including ATMs, investment tools, and personalized financial guidance tailored to meet your needs. Our innovative Digital Investor platform allows you to start investing in as little as 10 minutes, whether you prefer automated or self-directed tools. For those seeking personalized advice, our experienced financial advisors are here to help you develop an investing strategy that aligns with your goals. Embrace the ever-changing landscape of investing with our seven proven strategies, designed to boost your confidence and navigate challenges effectively.
5550 Heritage Oaks Drive, Pensacola, Florida 32526, United States -
Navy Federal Credit Union - ATM
● OpenWelcome to the Navy Federal Credit Union - ATM located at 5510 Heritage Oaks Drive, Pensacola, Florida 32526. As a trusted financial service provider, we are committed to serving the military community and their families with a wide range of financial solutions designed to meet your unique needs. Our ATM services are available 24/7, offering free withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal Credit Union accounts using your Navy Federal Debit Card and PIN. Conveniently situated for easy access, our ATMs can be found at most branches or nearby locations.
5510 Heritage Oaks Drive, Pensacola, Florida 32526, United States -
Navy Federal Credit Union - GPO Building 5
● OpenWelcome to Navy Federal Credit Union - GPO Building 5, your trusted financial partner located at 1101 Navy Federal Way, Pensacola, Florida. As a member-focused institution, we are dedicated to serving the unique needs of the military community and their families with a comprehensive range of financial services. At Navy Federal, we strive to make investing accessible and straightforward. Whether you prefer automated or self-directed investment tools, you can start investing in as little as 10 minutes. For those seeking personalized guidance, our experienced financial advisors are ready to help you craft an investment strategy tailored to your individual goals and preferences.
1101 Navy Federal Way, Pensacola, Florida 32526, United States -
ATM
● OpenWelcome to Navy Federal Credit Union's ATM located at 9070 U.S. 98, Pensacola, Florida 32506. As a trusted financial institution serving the military and their families, we are committed to providing exceptional financial services tailored to your needs. Whether you're looking to invest with our automated or self-directed tools in as little as 10 minutes, or seeking personalized guidance from our financial advisors, we've got you covered. Our innovative strategies can help you navigate the ever-changing investment landscape with confidence. At our Pensacola location, you can access a variety of services using your Navy Federal Debit Card and PIN. Enjoy fee-free withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal Credit Union accounts. Plus, take advantage of our exclusive offers for military members, including low rates and special discounts.
9070 U.S. 98, Pensacola, Florida 32506, United States -
Navy Federal Credit Union ATM
● OpenWelcome to the Navy Federal Credit Union ATM, conveniently located at 6200 North Davis Highway, Pensacola, Florida 32504. As part of a trusted financial institution, we are dedicated to serving the unique needs of our members, including military personnel and their families. Our ATM offers a range of financial services designed to make your banking experience smooth and efficient. In as little as 10 minutes, you can start investing with our Digital Investor tools, whether you prefer automated guidance or a self-directed approach. For those seeking personalized investment strategies, our financial advisors are available to help tailor a plan that suits your individual goals. Embrace the ever-changing world of investing with our seven proven strategies, designed to boost your confidence and help you navigate financial challenges.
6200 North Davis Highway, Pensacola, Florida 32504, United States -
Northwestern Mutual: Lovoy Bud
● OpenWelcome to Northwestern Mutual: Lovoy Bud, your trusted partner for comprehensive financial planning and insurance solutions located at 108 S Palafox St, Pensacola, FL 32502. At our insurance agency, we believe that better conversations lead to better outcomes. Our holistic approach to financial planning uncovers opportunities and addresses potential blind spots, ensuring that your financial journey is as smooth as possible. You've worked hard to build your future, and we are here to protect it. Our advisors are dedicated to understanding what matters most to you, crafting personalized plans that safeguard your goals against the unexpected. With insurance tailored to your needs, we ensure that you remain on track, regardless of life's uncertainties.
108 S Palafox St, Pensacola, FL 32502, United States
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