Individual financial planning in Celebration, FL
33 results found
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Principal Financial Group
● OpenPrincipal Financial Group is an insurance agency located at 1950 Laurel Manor Drive in The Villages, Florida, United States. We specialize in helping individuals protect what matters most to them through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. We offer accounts tailored for long-term goals such as retirement or education, allowing you to feel confident about investing in your future. By dedicating a portion of each paycheck to big goals, you can work towards financial security. Our firm is dedicated to helping you meet your money goals with personalized guidance in your area.
1950 Laurel Manor Dr, The Villages, FL 32162, United States -
Fraga Financial Group
● OpenFraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 140 West Haines Boulevard in Lake Alfred, Florida, United States. We offer a range of services to help you protect what matters most, including insurance options and retirement planning. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. Dedicate part of each paycheck towards big goals like retirement or education, and feel confident about investing for the future. With our partner in your area, you can meet your money goals and navigate life changes with ease. Take advantage of our resources, including tax forms and answers to common questions, to help you make informed financial decisions. Please refer to our disclosures and agreements for important information about our services and fees. Invest in Principal® SimpleInvest portfolios with confidence, knowing that all investments have inherent risks. Our Retirement Wellness Planner can help you plan for the future, but individual results may vary. We offer insurance products through Principal National Life Insurance Co and Principal Life Insurance Co, and plan administrative services through Principal Life. Securities are offered through Principal Securities, Inc., member SIPC. Join us at Principal Financial Group to secure your financial future and protect what matters most.
140 W Haines Blvd, Lake Alfred, FL 33850, United States -
Tax Care Celebration
● OpenTax Care Celebration is a renowned finance institution located at 215 Celebration Place in the beautiful city of Celebration, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial assistance to individuals and businesses in the local community. Whether you need help with tax preparation, planning, or filing, our experts are here to guide you every step of the way. At Tax Care Celebration, we take pride in delivering personalized and reliable financial solutions to help our clients achieve their goals. Visit us today and experience the difference our expertise can make in your financial well-being.
215 Celebration Pl #520, Celebration, FL 34747, United States -
Palestra Financial
● OpenPalestra Financial, located at 2701 North Rocky Point Drive in Tampa, Florida, is a finance institution celebrating nearly 35 years of service from 1986 to 2020. The institution has recently expanded to Trinity, Florida, with new main offices that are fully operational and equipped with advanced video conferencing capabilities for face-to-face meetings during the COVID-19 pandemic. Founded by Francis R. Palestra, a Certified Financial Planner Practitioner and Investment Advisor Representative with over 50 years of experience, Palestra Financial is a family practice that focuses on helping individuals, families, and businesses achieve financial security. Together with his son, Damon A. Palestra, who serves as Chief Operations Officer and Managing Director, the Palestra team offers comprehensive financial planning services tailored to each client's unique needs and goals.
2701 N Rocky Point Dr # 530, Tampa, FL 33607, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 19 Del Prado Boulevard North in Fort Myers, Florida, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. Download your tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. With 8 simple steps to help your money adapt as life changes and information on the 5 challenges workers may face in retirement planning, Principal Financial Group is here to help you plan for the future. You can research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about Principal SimpleInvest and its services. Remember, all investments have inherent risks and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. The Retirement Wellness Planner information and Retirement Wellness Score are limited to financial assumptions and are not intended to be financial advice. Insurance products issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Remember, individual results may vary and participants should regularly review their savings progress and post-retirement needs.
19 Del Prado Blvd N f, Fort Myers, FL 33919, United States -
Barbara Vaught - TIAA Financial Consultant
● OpenBarbara Vaught - TIAA Financial Consultant is a finance institution located at 5001 Celebration Pointe Avenue in Gainesville, Florida, United States. Barbara Vaught is a trusted financial consultant with TIAA, helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With years of experience in the finance industry, Barbara provides expert advice and guidance to clients looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the long-term, Barbara Vaught is dedicated to helping you make informed decisions and achieve financial success.
5001 Celebration Pointe Ave Suite 180, Gainesville, FL 32608, United States -
Merrill Lynch Financial Advisor Diane J Ridley
● OpenMerrill Lynch Financial Advisor Diane J Ridley is located at 3507 Kyoto Gardens Drive in Palm Beach Gardens, Florida, United States. The institution prides itself on its team of advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The BMR Wealth Management Group at Merrill Lynch has over 150 years of combined wealth management experience, with a focus on providing highly personalized and purpose-driven wealth management solutions to help clients achieve their lifestyle and legacy goals. The team takes a collaborative, consistent, and caring approach, offering old-fashioned conversations, frequent communication, and a planning-based strategy to address clients' evolving needs. They believe in building strong relationships with clients, celebrating milestones, and providing support during challenging times. The institution offers a range of services, including personalized financial planning, investment strategies, and ongoing monitoring to help clients achieve their financial goals. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis™, they aim to tailor their approach to each client's unique goals and priorities. The team at Merrill Lynch is dedicated to helping clients navigate changes in their lives and financial markets, providing guidance and support to help them stay on track towards achieving their goals. With a focus on understanding each client's individual needs and aspirations, Merrill Lynch Financial Advisor Diane J Ridley aims to create a customized financial approach that reflects their personality and helps them achieve their desired outcomes.
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410, United States -
Modern Woodmen Fraternal Financial
● OpenWelcome to Modern Woodmen Fraternal Financial in Fort Myers, Florida! Located at 8981 Daniels Center Drive, Fort Myers, Florida 33912, Modern Woodmen Fraternal Financial has been a cornerstone of financial security and community support since 1883. As part of the Modern Woodmen of America family, we are committed to bringing people together, supporting families, and strengthening communities throughout the United States.
8981 Daniels Center Drive, Fort Myers, Florida 33912, United States -
Coleman Law Firm
● OpenLocated at 581 South Duncan Avenue in Clearwater, Florida, the Coleman Law Firm is a trusted institution specializing in Estate Planning, Probate, and Securities Litigation. Celebrating 20 years of dedicated service to the Tampa Bay community, Attorney Jeffrey Coleman has over 30 years of experience in providing professional legal representation to clients in Pinellas and Hillsborough counties. With a commitment to excellence and personalized attention, the Coleman Law Firm ensures that individual goals are met and exceeded. Whether you need assistance with estate planning, probate, securities litigation, or personal injury cases, Attorney Coleman is dedicated to fighting for justice on behalf of his clients. With a track record of success against some of the world's largest financial institutions, the Coleman Law Firm is here to provide clarity and certainty in all legal matters.
581 S Duncan Ave, Clearwater, FL 33756, United States -
La Rusa
● OpenLa Rusa is an accounting and finance institution located at 2380 Drew Street in Clearwater, Florida, United States. With a team of experienced professionals, La Rusa offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, La Rusa is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Visit us today and let us help you with all your accounting and finance needs.
2380 Drew St STE 2, Clearwater, FL 33765, United States -
Seidler Hall
● OpenSeidler Hall is a prestigious university located at 10489 FGCU Boulevard South in Fort Myers, Florida, United States. The institution offers a wide range of undergraduate and graduate programs taught by world-class faculty. As a dynamic hub of academic excellence, Seidler Hall is dedicated to nurturing the next generation of leaders, thinkers, and changemakers. Visitors can explore the campus and learn about the institution's history, mission, values, and accreditations. The university provides resources and support services to ensure academic success for all students. From state-of-the-art residence halls to campus recreation activities, Seidler Hall offers a well-rounded college experience.
Seidler Hall, 10489 FGCU Blvd S, Fort Myers, FL 33965, United States -
Ray Hair - State Farm Insurance Agent
● OpenRay Hair - State Farm Insurance Agent is a reputable insurance agency located at 9541 Cypress Lake Drive in Fort Myers, Florida. They offer a wide range of insurance services including car insurance in Fort Myers, North Fort Myers, Lehigh Acres, and Cape Coral. They also provide life and health insurance, retirement planning, college planning, and homeowners insurance in Fort Myers and North Fort Myers. The agency caters to various clients including business owners, small businesses, new movers, families, Canadians, same-sex couples, and German-speaking customers. They have Spanish-speaking agents available to assist clients as well.
9541 Cypress Lake Dr, Fort Myers, FL 33919, United States -
Alisa A Mitchell CPA PA
● OpenAlisa A Mitchell CPA PA is a reputable accounting and finance institution located at 1420 Celebration Boulevard in Kissimmee, Florida, United States. With years of experience in the industry, they offer a wide range of professional services to individuals and businesses alike. Their team of experts is dedicated to providing top-notch financial advice, tax preparation, and consulting services to help clients achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial analysis, Alisa A Mitchell CPA PA is committed to delivering personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and knowledgeable, this institution is your go-to resource for all your accounting and finance needs.
1420 Celebration Blvd STE 200, Kissimmee, FL 34747, United States -
Capital Investment Advisors
● OpenCapital Investment Advisors is a finance institution located at 2502 North Rocky Point Drive in Tampa, Florida, United States. Our team of financial advisors specializes in creating income-oriented investment portfolios that are tailored to fit your lifestyle, goals, and needs. We strive to help families generate a steady stream of income from their retirement savings while offering advice on various financial planning areas. Our local advisors, based in the Tampa Bay area, are dedicated to working with you on your individual retirement needs no matter where you are in your financial journey. Whether you prefer video calls, phone calls, or in-person meetings, we are here to assist you. Our Chief Investment Strategist, Managing Partner, and Senior Investment Advisor are committed to helping your family find happiness in retirement.
2502 N Rocky Point Dr Suite 675, Tampa, FL 33607, United States -
Merrill Lynch Private Wealth Advisor Kevin Adam
● Opented to helping our clients achieve their financial goals by providing personalized attention and customized services. Located in Orlando, Florida, our institution, Merrill Lynch Private Wealth Advisor Kevin Adam, offers industry-leading research and expert analysis to help you stay ahead in your financial planning. Our team of private wealth advisors is rigorously trained to meet your specialized needs with relationships based on trust and personalized service. We work with a limited number of clients to offer personalized attention for all aspects of your financial life, now and for future generations.
4705 S Apopka Vineland Rd, Orlando, FL 32819, United States -
Carson Wealth
● OpenCarson Wealth, located at 941 West Morse Boulevard in Winter Park, Florida, is a finance institution that specializes in tax planning, retirement income planning, financial planning, estate planning, portfolio management, and risk management. Their team of financial advisors in Winter Park and Orlando are dedicated to helping clients achieve their definition of True Wealth, focusing on the things money can't buy and death can't take away. They offer personalized advice in a common language with straightforward fees, always putting the needs of their clients first. Serving Central Florida, including areas like Windermere, Celebration, Clermont, and Gainesville, Carson Wealth is committed to helping families navigate the complexities of managing their finances in today's rapidly evolving economy. With accolades like Forbes Best-in-State Wealth Advisor awards and recognition in InvestmentNews and Barron's Magazine, Carson Wealth is a trusted partner for individuals seeking financial guidance. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC, an SEC Registered Investment Advisor. For more information about Carson Wealth and their team of advisors, visit their website or check their credentials on the SEC and FINRA websites.
941 W Morse Blvd suite 100, Winter Park, FL 32789, United States -
Spartan Accounting
● OpenSpartan Accounting is a reputable institution located at 1420 Celebration Boulevard in Celebration, Florida, United States. Specializing in accounting and finance services, Spartan Accounting offers expert financial guidance and support to individuals and businesses alike. With a team of skilled professionals, they provide a wide range of services including bookkeeping, tax preparation, and financial planning. Clients can trust Spartan Accounting to provide accurate and reliable financial solutions to help them achieve their goals.
1420 Celebration Blvd STE 200, Celebration, FL 34747, United States -
Professional Accounting & Tax Services Inc
● OpenProfessional Accounting & Tax Services Inc is a trusted institution located at 1420 Celebration Boulevard in Celebration, Florida, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Professional Accounting & Tax Services Inc for all your accounting and financial needs.
1420 Celebration Blvd STE 200, Celebration, FL 34747, United States -
Frosch Travel
● OpenFrosch Travel is a premier travel agency located at 8799 Tamiami Trail North, Naples, Florida, United States. With offices in over 40 locations worldwide, Frosch is known for its exceptional service in global travel management and luxury vacation planning. Their team of over 2200 professionals have been recognized by top publications for their expertise in providing personalized service that exceeds client expectations. Frosch specializes in managing travel for legal, financial, professional services, entertainment, energy, group, conference, incentive, private client, and student markets. They offer VIP status with worldwide hotel partners, customized itineraries, and a wide range of travel services tailored to meet individual and corporate needs. Whether you are a celebrity, student, or corporate executive, Frosch Travel provides the expertise and resources to ensure a safe, healthy, and knowledgeable travel experience.
8799 Tamiami Trail N #102, Naples, FL 34108, United States -
Goldman Babboni Fernandez Murphy & Walsh
● OpenWelcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.
8359 Beacon Boulevard, Fort Myers, Florida 33907, United States -
Neil R. Covert, P.A., Law Offices
● OpenWelcome to Neil R. Covert, P.A., Law Offices, located at 1415 Panther Lane, Naples, Florida. Our practice specializes in comprehensive estate planning, advanced elder law planning, and probate and trust administration. We are dedicated to providing simple, seamless, and automatic solutions to ensure the well-being of your family and the protection of your assets. Our Services: - Estate Planning: Tailored plans for single individuals, married couples, traditional, and blended families. Our advanced planning strategies help retain assets within respective bloodlines, including will and trust planning, and the preparation of essential health care documents and powers of attorney.
1415 Panther Lane, Naples, Florida 34109, United States -
SunTrust ATM
● OpenWelcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
15050 North Cleveland Avenue, North Fort Myers, Florida 33903, United States -
Trustco Bank Lending Center - Naples Office
● OpenWelcome to Trustco Bank Lending Center - Naples Office, your trusted financial partner in the heart of Naples, Florida. Located at 2390 9th Street North, our office is dedicated to providing you with reliable and innovative banking solutions tailored to meet your financial needs. In today's uncertain rate environment, having a bank you can trust is more important than ever. At Trustco Bank, we pride ourselves on being a trusted lending source for families, friends, and neighbors within our community. With over 120 years of experience, we offer a blend of tradition and forward-thinking approaches, empowering you to achieve your financial goals.
2390 9th Street North, Naples, Florida 34103, United States -
School Choice CPA & Associates
● OpenWelcome to School Choice CPA & Associates, your premier destination for accounting and financial advisory services tailored specifically for educational institutions. Conveniently located at 63 Patricia Avenue, Dunedin, Florida, we are passionate about unlocking your school's financial potential through expert guidance, strategic insights, and personalized advice. Our commitment to top-notch customer service and comprehensive planning sets us apart as the go-to choice for schools seeking precise and reliable financial reporting. Specializing in the Florida Tax Credit AUP Audit, we possess extensive experience in education finance, enabling us to navigate its complexities with ease. Our accurate, thorough, and compliant audit services help schools maintain financial transparency and accountability. Effective communication is at the core of our client relationships, fostering open and transparent dialogue to ensure you are informed every step of the way. Our team is always ready to address your questions and concerns, providing guidance and peace of mind throughout the audit process.
63 Patricia Avenue, Dunedin, Florida 34698, United States -
KLR
● OpenWelcome to KLR, your trusted partner in accounting and finance, conveniently located at 1201 6th Avenue West, Bradenton, Florida. At KLR, we offer a comprehensive suite of financial and management assurance services designed to help your business reach its full potential. Our expertise spans traditional financial due diligence, complex transaction finance, and the implementation of robust policies and infrastructure to safeguard against cyber threats. Understanding the tax implications of every business and investment decision is crucial. That's why we provide tailored tax strategies for individuals and families, focusing on income, estate, and gift tax planning. Our valuation and litigation professionals are nationally accredited and highly trained, ensuring top-notch service in these specialized areas.
1201 6th Avenue West, Bradenton, Florida 34205, United States -
Woodlawn Memory Gardens
● OpenWelcome to Woodlawn Memory Gardens At Woodlawn Memory Gardens, located at 101 58th Street South, St. Petersburg, Florida, we understand the profound impact of losing a loved one. As a dedicated cemetery and funeral home, we are committed to providing compassionate support and guidance during this difficult time. Our experienced team is here to assist you with every step, ensuring that the arrangements are seamless and personalized to honor the unique life of your loved one.
101 58th Street South, St. Petersburg, Florida 33707, United States -
Memorial Park Funeral Home and Cemetery
● OpenWelcome to Memorial Park Funeral Home and Cemetery, a place of solace and remembrance located at 5750 49th Street North, St. Petersburg, Florida. We extend our deepest condolences for your loss and are here to offer compassionate support and guidance during this challenging time. Our dedicated team is available around the clock to assist you with every aspect of planning, ensuring a seamless experience tailored to your needs. At Memorial Park, we understand the importance of honoring your loved one in a way that truly reflects their unique life. Whether you choose a traditional funeral, cremation, or a personalized memorial service, we are committed to helping you create a meaningful tribute that celebrates their legacy. Our services include a new private funeral suite for added comfort and privacy, and we are proud to announce the development of our newest Cemetery Garden, Green Lea, and Waters Edge.
5750 49th Street North, St. Petersburg, Florida 33709, United States -
Grace Memorial Gardens and Funeral Home
● OpenWelcome to Grace Memorial Gardens and Funeral Home, located at 16931 U.S. 19, Hudson, Florida. We understand that losing a loved one is a profound and challenging experience, and we are here to provide compassionate support and guidance every step of the way. Whether you are planning a funeral, cremation, or cemetery arrangements, our dedicated team is committed to helping you create a personalized tribute that honors the unique life of your loved one. At Grace Memorial Gardens and Funeral Home, we offer a comprehensive range of services designed to ease the burden during this difficult time. From answering your questions to making all necessary arrangements, we strive to make the process as seamless and comforting as possible. Our newly expanded Garden of Memories Cremation Garden features a scenic columbaria, water fountain, and cremation benches, offering a serene final resting place.
16931 U.S. 19, Hudson, Florida 34667, United States -
Skyway Memorial Gardens
● OpenWelcome to Skyway Memorial Gardens, where we offer compassionate support and guidance during life's most challenging times. Located at 5200 U.S. 19, Palmetto, Florida, our cemetery and funeral home are dedicated to helping you honor your loved ones with dignity and respect. We understand the profound emotions that accompany the loss of a loved one, and our experienced team is here to assist you every step of the way. Whether you are planning a funeral, cremation, or memorial service, we provide personalized ceremonies and tributes that reflect the unique life and legacy of your loved one. Our goal is to make the process as seamless as possible, offering comfort and peace of mind when you need it most.
5200 U.S. 19, Palmetto, Florida 34221, United States
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