Individual financial planning in Tallahassee, FL
311 results found
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Edward Jones - Financial Advisor: Shannon Day
● OpenEdward Jones - Financial Advisor: Shannon Day is a reputable financial institution located at 3325 Thomasville Road in Tallahassee, Florida, United States. As a dedicated finance advisor, Shannon Day provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Shannon Day offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Shannon Day is committed to providing tailored solutions to meet your individual needs.
3325 Thomasville Rd Suite B, Tallahassee, FL 32308, United States -
7G Wealth Management - Ameriprise Financial Services, LLC
● Open7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 2940 Kerry Forest Parkway in Tallahassee, Florida, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, review progress, and adjust strategies as needed to help you achieve financial success. At 7G Wealth Management, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. We offer complimentary initial consultations to discuss your financial goals and provide insights on the current market trends. Additionally, we collaborate with your attorney and CPA to navigate estate planning and wealth transfer to the next generation, ensuring your legacy wishes are fulfilled.
2940 Kerry Forest Pkwy STE 102, Tallahassee, FL 32309, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1989 Capital Circle Northeast in Tallahassee, Florida, United States. This institution offers a wide range of financial services, including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions tailored to your individual needs.
1989 Capital Cir NE #13th, Tallahassee, FL 32308, United States -
Clayton, Nash & Associates - Ameriprise Financial Services, LLC
● OpenClayton, Nash & Associates - Ameriprise Financial Services, LLC is a finance institution located on Timberlane Road in Tallahassee, Florida, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss clients' financial goals. While they cannot guarantee future financial results, they provide personalized financial planning concepts tailored to individual needs. The institution follows strict rules and regulations to ensure privacy and security for their clients. Clients can refer friends or family members to the institution for assistance in achieving their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable financial service for their clients.
1382 A, Timberlane Rd, Tallahassee, FL 32312, United States -
Jackson Gardner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJackson Gardner is a financial advisor at Ameriprise Financial Services, LLC located at 1953 Thomasville Road in Tallahassee, Florida, United States. He 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 his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Jackson Gardner is dedicated to providing comprehensive financial advice and guidance to individuals and businesses, helping them achieve their financial goals.
1953 Thomasville Rd, Tallahassee, FL 32303, United States -
7G Wealth Management - Ameriprise Financial Services, LLC
● Open7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award in 2023. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time from any device. The institution also provides estate planning services to help clients pass wealth to the next generation. Ameriprise financial advisors are registered in certain U.S. states and can provide guidance on preserving wealth, tax implications, and asset division among loved ones. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
ING Financial Partners
● OpenING Financial Partners is a finance institution located at 3116 Capital Circle Northeast in Tallahassee, Florida. As a leading financial services provider, ING Financial Partners offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, ING Financial Partners is dedicated to providing personalized solutions and expert guidance to help clients navigate the complex world of finance. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, ING Financial Partners is committed to helping you make informed decisions and achieve financial success.
3116 Capital Cir NE # 6, Tallahassee, FL 32308, United States -
Carolyn Pozzi - Regions Financial Advisor
● OpenCarolyn Pozzi - Regions Financial Advisor is a trusted financial institution located in Tallahassee, Florida. As a Regions Financial Advisor, Carolyn Pozzi offers expert financial advice and services to help individuals and businesses navigate their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Carolyn Pozzi is dedicated to providing personalized solutions tailored to your specific needs. With a focus on building long-term relationships and delivering exceptional customer service, Carolyn Pozzi - Regions Financial Advisor is committed to helping you achieve financial success. Visit us at 2000 Capital Circle Northeast to learn more about our comprehensive financial services.
2000 Capital Cir NE, Tallahassee, FL 32308, United States -
American 1st Financial Services Group
● OpenAmerican 1st Financial Services Group is a leading finance institution located in Tallahassee, Florida, United States. With a commitment to providing top-notch financial services to individuals and businesses, American 1st Financial Services Group offers a wide range of financial products and solutions tailored to meet the unique needs of their clients. Whether you are looking for assistance with investments, loans, or financial planning, the experienced professionals at American 1st Financial Services Group are dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
Tallahassee, FL 32308, United States -
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenThomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution offers a range of certifications and designations for professionals in the finance industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. The professionals at Thomas Harbour are dedicated to providing expert advice and guidance to help clients achieve their financial goals.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
Merrill Lynch Financial Advisor Brady R. Squires
● OpenMerrill Lynch Financial Advisor Brady R. Squires is located at 1276 Metropolitan Boulevard, Suite 201, Tallahassee, Florida, United States. Merriman, Squires & Associates believe in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. Their mission is to understand each client's individual needs and goals, providing personalized financial advice and guidance every step of the way. With a focus on helping clients pursue their financial goals while managing investment risk, they offer a range of services including wealth management, retirement planning, and investment strategies. The team at Merrill Lynch is committed to building trust and providing personalized service to help clients achieve their financial objectives. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Brady R. Squires can help you create a customized investment approach tailored to your needs. With access to the resources of Merrill Lynch and Bank of America, they can assist you in navigating the complexities of the financial markets and making informed decisions for your future. Contact Merrill Lynch Financial Advisor Brady R. Squires today to start working towards your financial goals.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Merrill Lynch Financial Advisor Jennifer G Rupert
● OpenMerrill Lynch Financial Advisor Jennifer G Rupert, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, is a leading finance institution dedicated to providing exemplary client service. The advisors at Merrill have received recognition from prestigious financial industry publications and Bank of America Corporation for their commitment to building strong client relationships based on trust and personalized service. The team at Rupert & Associates, supported by the global resources of Merrill, is comprised of talented and experienced individuals who work with a select group of individuals and families to provide proactive and dynamic financial planning. They assist a diverse range of clients, including successful business owners, attorneys, physicians, and retired individuals, to help them achieve financial wellness and emotional fulfillment.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Merrill Lynch Financial Advisor Clinton Alexander
● OpenMerrill Lynch Financial Advisor Clinton Alexander is located at 1276 Metropolitan Boulevard, Tallahassee, Florida, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service based on trust and personalized service. The institution offers a range of services, including wealth management, financial planning, and investment advice. The team at Merrill Lynch focuses on helping clients achieve their personal financial goals, such as funding education, planning for retirement, and managing potential health care costs. By getting to know each client individually, the advisors can create a customized financial strategy that reflects their investment personality and life priorities. The institution also offers tools such as the Investment Personality Assessment to help clients refine their investing preferences. With a focus on understanding each client's goals and priorities, Merrill Lynch Financial Advisor Clinton Alexander aims to help clients navigate the financial landscape and achieve their objectives.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Merrill Lynch Financial Advisor Lara Finebloom
● OpenMerrill Lynch Financial Advisor Lara Finebloom is a prestigious finance institution located at 1276 Metropolitan Boulevard in Tallahassee, Florida, United States. With a focus on helping clients achieve their financial goals, Lara Finebloom provides expert advice and personalized strategies to help individuals and businesses manage their wealth effectively. With a reputation for excellence and a commitment to client satisfaction, Merrill Lynch Financial Advisor Lara Finebloom is a trusted partner for all your financial needs.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Merrill Lynch Financial Advisor Gary E. Merriman
● OpenMerrill Lynch Financial Advisor Gary E. Merriman, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, offers personalized financial advice and guidance to help clients pursue their financial goals. The institution, Merriman, Squires & Associates, believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand each client's unique needs and aspirations, developing personalized plans to manage, grow, and preserve wealth while considering long-term impacts. With access to investment insights and banking solutions, they work with clients to address their financial needs and help them achieve their goals. The team of experienced professionals at Merrill Lynch is committed to providing personalized service and building trust-based client relationships. Consultation with Merrill advisors can help clients create a customized investment approach tailored to their individual needs and priorities. The institution emphasizes the importance of staying informed and regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the financial markets. Through a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors assist clients in navigating the complexities of their financial lives and working towards their financial goals.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Edward Jones - Financial Advisor: James A Garcia, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: James A Garcia, AAMS™|CRPC™, located at 1725 Capital Circle Northeast in Tallahassee, Florida, is a trusted financial institution specializing in providing personalized investment and wealth management services. With a focus on building long-term relationships with clients, James A Garcia, a knowledgeable and experienced advisor with designations including AAMS™ and CRPC™, offers expert guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Edward Jones is committed to providing tailored solutions to meet your unique needs. Visit us today to start planning for a secure financial future.
1725 Capital Cir NE Suite 302, Tallahassee, FL 32308, United States -
North Florida Financial
● OpenNorth Florida Financial is a trusted finance institution located at 3664 Coolidge Court in Tallahassee, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the North Florida region. Whether you need assistance with investments, retirement planning, or managing your finances, we are here to help. Visit us today to learn more about how North Florida Financial can help you achieve your financial goals.
3664 Coolidge Ct, Tallahassee, FL 32311, United States -
DeWitt Law, PC - Tallahassee Tax Attorneys
● OpenDeWitt Law, PC is a renowned institution of tax attorneys located in Tallahassee, Florida. Situated at 113 South Monroe Street, this firm specializes in providing expert legal advice and representation in matters related to accounting, finance, and tax law. With a team of highly skilled professionals, DeWitt Law, PC is dedicated to helping individuals and businesses navigate the complexities of tax regulations and ensure compliance with the law. Whether you are facing tax issues or need assistance with financial planning, DeWitt Law, PC is committed to providing top-notch legal services tailored to meet your specific needs.
113 S Monroe St, Tallahassee, FL 32301, United States -
Clements Financial Services, Inc.
● ClosedClements Financial Services, Inc. is a reputable accounting and finance institution located at 3113 Capital Medical Boulevard in Tallahassee, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Contact Clements Financial Services, Inc. today for all your financial needs.
3113 Capital Medical Blvd, Tallahassee, FL 32308, United States -
PAC Financial Management
● OpenPAC Financial Management is a reputable financial institution located at 1103 Hays Street in Tallahassee, Florida, United States. With a team of experienced professionals, PAC Financial Management offers a wide range of financial services including investment management, retirement planning, tax planning, and wealth management. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
1103 Hays St, Tallahassee, FL 32301, United States -
James Moore & Co | CPA Tax Accountant Tallahassee FL
● OpenJames Moore & Co is a CPA tax accountant firm located in Tallahassee, Florida. With a focus on accounting, finance, and local government services, we provide comprehensive tax solutions for businesses and individuals. Our team specializes in payroll taxes, ensuring that your company remains compliant with federal and state regulations. We offer expert guidance on FICA and FUTA taxes, as well as assistance with reporting requirements to the IRS. Our experienced international tax advisors can help navigate the complexities of payroll tax laws, providing tailored advice for your unique business setup. Whether you need tax planning, auditing, or other financial services, our team at James Moore is here to support you. Contact us at our Tallahassee office to learn more about how we can help your business succeed.
2477 Tim Gamble Pl, Tallahassee, FL 32308, United States -
Inspire Financial Services
● OpenInspire Financial Services is a leading financial institution located at 113 South Monroe Street in Tallahassee, Florida, United States. Our team of dedicated professionals is committed to providing top-notch financial solutions to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, insurance, or wealth management, our experienced advisors are here to guide you every step of the way. At Inspire Financial Services, we strive to inspire confidence and empower our clients to make sound financial decisions for a secure future.
113 S Monroe St, Tallahassee, FL 32301, United States -
Accounting and Business Financial Solutions, LLC
● OpenAccounting and Business Financial Solutions, LLC is a reputable institution located at 6825 Skyrock Road in Tallahassee, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you are a small business owner or an individual looking for personalized financial advice, our experienced professionals are here to help. Trust Accounting and Business Financial Solutions, LLC to help you navigate the complex world of finance and achieve your financial goals.
6825 Skyrock Rd, Tallahassee, FL 32311, United States -
Breadwinner Financials Tax Service
● OpenBreadwinner Financials Tax Service is a trusted finance institution located at 1311 Paul Russell Road in Tallahassee, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to help individuals and businesses navigate the complexities of financial planning and taxation. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to help you make informed decisions and maximize your financial success. Trust Breadwinner Financials Tax Service for all your financial needs.
1311 Paul Russell Rd Suite D, Tallahassee, FL 32301, United States -
Jerry Alan Walberg: Primerica - Financial Services
● OpenJerry Alan Walberg: Primerica - Financial Services is a finance and insurance agency located at 325 John Knox Road in Tallahassee, Florida. With a focus on providing top-notch financial services to individuals and families, Jerry Alan Walberg and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance solutions, or retirement planning, you can trust the expertise and professionalism of Jerry Alan Walberg: Primerica - Financial Services.
325 John Knox Rd BLDG C STE 116, Tallahassee, FL 32303, United States -
Card Consulting & Financial Service
● ClosedCard Consulting & Financial Service is a reputable accounting and finance institution located at 818 Ridge Road in Tallahassee, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Visit us today to see how we can assist you in managing your finances effectively.
818 Ridge Rd, Tallahassee, FL 32305, United States -
Smyre Financial LLC
● OpenSmyre Financial LLC is a reputable finance institution located in Tallahassee, Florida. Our experienced team offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, our dedicated professionals are here to provide personalized solutions tailored to your specific needs. Visit us at 1882 Capital Circle Northeast to learn more about how Smyre Financial LLC can help you secure your financial future.
1882 Capital Cir NE, Tallahassee, FL 32308, United States -
Family Resources, Inc.
● OpenFamily Resources, Inc. is a health institution located at 1725 Capital Circle Northeast in Tallahassee, Florida. As a trusted resource for families in the community, they provide a wide range of health services and support programs to promote well-being and improve the quality of life for individuals and families. With a team of dedicated professionals, Family Resources, Inc. is committed to offering compassionate care and personalized treatment plans to address the unique needs of each individual. Whether you are seeking mental health services, counseling, or support for a specific health concern, Family Resources, Inc. is here to help you and your loved ones live healthier, happier lives.
1725 Capital Cir NE STE 205, Tallahassee, FL 32308, United States -
Notary EZ 4 U
● OpenNotary EZ 4 U is a trusted finance institution located at 2107 Faulk Drive in Tallahassee, Florida. We specialize in providing convenient notary services for all your important documents. Our team of experienced professionals is dedicated to making the notarization process easy and stress-free for our clients. Whether you need a document notarized for a real estate transaction, legal matter, or any other purpose, Notary EZ 4 U is here to help. Visit us today for fast and reliable notary services.
2107 Faulk Dr, Tallahassee, FL 32303, United States -
JTG Notary Services LLC
● ClosedJTG Notary Services LLC is a trusted finance institution located at 3078 Mission Road in Tallahassee, Florida, United States. Our team of experienced professionals provides a wide range of notary services to meet the needs of individuals and businesses alike. Whether you need documents notarized for real estate transactions, legal matters, or other financial purposes, we are here to help. With a commitment to accuracy, efficiency, and customer satisfaction, JTG Notary Services LLC is your go-to destination for all your notary needs.
3078 Mission Rd, Tallahassee, FL 32303, United States
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