Individual investment plans in Florida City, FL
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Investment Management Group & Pension Management
● ClosedThe Investment Management Group & Pension Management is a reputable finance and insurance agency located at 8771 Perimeter Park Court in Jacksonville, Florida, United States. With a team of experienced professionals, they specialize in providing expert advice and services for managing investments and pension funds. Whether you are an individual looking to grow your wealth or a company seeking to secure your employees' retirement, this institution offers tailored solutions to help you achieve your financial goals. Trust in their expertise and dedication to secure your financial future.
8771 Perimeter Park Ct #103, Jacksonville, FL 32216, United States -
Financial Planning Investment Group
● ClosedFinancial Planning Investment Group is a leading finance and insurance agency located at 1615 Forum Place in West Palm Beach, Florida, United States. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide expert guidance and support every step of the way. Visit us today and let us help you secure a brighter financial future.
1615 Forum Pl STE 1A, West Palm Beach, FL 33401, United States -
Capital City Bank
● ClosedCapital City Bank is a reputable financial institution located at 102 South Main Street in Havana, Florida, United States. This full-service bank offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. The friendly and knowledgeable staff at Capital City Bank are dedicated to providing excellent customer service and helping individuals and businesses achieve their financial goals. Visit Capital City Bank today to experience personalized banking solutions tailored to your needs.
102 S Main St, Havana, FL 32333, United States -
Capital City Bank
● ClosedCapital City Bank is a trusted financial institution located at 217 North Calhoun Street in Tallahassee, Florida. As a full-service bank, Capital City Bank offers a wide range of financial services, including personal and business banking, loans, mortgages, and investment options. Customers can conveniently access their accounts and conduct transactions at the on-site ATM. With a commitment to exceptional customer service and community involvement, Capital City Bank is dedicated to helping individuals and businesses achieve their financial goals.
217 N Calhoun St, Tallahassee, FL 32301, United States -
Money Tree of Florida Inc
● OpenMoney Tree of Florida Inc is a finance institution located at 1350 East Tennessee Street in Tallahassee, Florida, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and reliable financial solutions to meet the unique needs of our clients. Whether you need assistance with budgeting, investing, or obtaining a loan, Money Tree of Florida Inc is here to help. Visit us today to learn more about how we can help you grow your financial future.
1350 E Tennessee St # B1, Tallahassee, FL 32308, United States -
Capital City Investments
● OpenCapital City Investments is a renowned finance institution located at 1301 Metropolitan Boulevard in the vibrant city of Tallahassee, Florida, United States. With a strong reputation for providing expert financial advice and services, Capital City Investments is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our team of experienced professionals is here to assist you every step of the way. Visit us today and discover how Capital City Investments can help you secure a prosperous financial future.
1301 Metropolitan Blvd, Tallahassee, FL 32308, United States -
Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP
● ClosedWealth Management Corporation is a prestigious institution located at 2941 Kerry Forest Parkway in Tallahassee, Florida. Our team consists of Certified Financial Planners, Investment Advisors, and Fiduciary CFP professionals who are dedicated to helping our clients achieve their financial goals. With years of experience and expertise in finance, we provide personalized wealth management services tailored to meet the unique needs of each individual or organization. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to guide you every step of the way. Trust Wealth Management Corporation to help you secure a stable financial future.
2941 Kerry Forest Pkwy, Tallahassee, FL 32309, United States -
Prospective Tax & Financial Planning, LLC
● ClosedProspective Tax & Financial Planning, LLC is a leading accounting and finance institution located at 1291 Cedar Center Drive in Tallahassee, Florida, United States. Our team of experts specializes in providing personalized tax and financial planning services to help individuals and businesses achieve their financial goals. With a focus on strategic planning and expert advice, we are dedicated to helping our clients navigate the complex world of taxes and finances with confidence and peace of mind. Contact us today to learn more about how we can help you secure a stable financial future.
1291 Cedar Center Dr, Tallahassee, FL 32301, United States -
Harvest Investments Advisors
● OpenHarvest Investment Advisors, located at 2367 Centerville Road in Tallahassee, Florida, is a finance institution founded in 2004 by David Roberts, a former mutual fund manager at Northern Trust. Specializing in private wealth management, Harvest Investment Advisors offers personalized investment strategies based on individual needs and preferences. With a focus on managing risks and maximizing returns, the firm provides access to a wide range of asset classes and investment styles, including active and passive approaches. Clients benefit from David's institutional expertise and receive high levels of personal attention. Transparency in reporting performance and fees is a key principle of the firm. David Roberts, a Chartered Financial Analyst, is actively involved in community service and sports coaching. With a strong commitment to serving clients' financial goals, Harvest Investment Advisors is dedicated to providing expert guidance and support in wealth management.
2367 Centerville Rd, Tallahassee, FL 32308, United States -
Dougherty Financial Planning, LLC
● ClosedDougherty Financial Planning, LLC is a finance institution located at 2457 Care Drive in Tallahassee, Florida. As a "fee only" advisor, we prioritize client needs and risk tolerances over commissions. Our team utilizes statistical and fundamental analysis to manage client assets, representing a wide range of clients including everyday working people, local business owners, and high net worth individuals. We use econometric models to analyze market conditions and develop investment strategies, combining intrinsic value, dividends, income, and hedges based on your risk tolerance and demographics. Our proprietary 20 variable statistical model, along with traditional and complex analyses, helps us determine the relative value of both "value" and "growth" stocks. Edward W. Dougherty III, Principal and Investment Advisor Representative, leads our team in providing personalized financial planning services. Visit our website or contact us for more information about our services and how we can assist you with your financial goals.
2457 Care Dr Suite 102, Tallahassee, FL 32308, United States -
North Florida Financial Planning, Protecting
● OpenNorth Florida Financial Planning, Protecting is a leading finance institution located in Marianna, Florida, United States. Our team of expert financial planners is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and protection strategies. Whether you are looking to save for retirement, invest in the stock market, or protect your assets, we are here to provide personalized guidance and support every step of the way. Trust North Florida Financial Planning, Protecting to secure your financial future and safeguard your wealth.
Marianna, FL 32448, United States -
Edward Jones Investments
● OpenEdward Jones Investments is a renowned financial institution located on Caledonia Street in Marianna, Florida, United States. Specializing in personalized investment services, Edward Jones is committed to helping individuals achieve their financial goals through a comprehensive range of investment options. With a team of experienced financial advisors, Edward Jones provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones Investments is dedicated to helping you secure a prosperous financial future.
Caledonia St, Marianna, FL 32446, United States -
Allen Mooney & Barnes Invest
● ClosedAllen Mooney & Barnes Invest is a prestigious finance institution located at 318 North Calhoun Street in Tallahassee, Florida, United States. With a strong reputation for providing expert financial advice and investment services, they cater to a diverse range of clients looking to grow and protect their wealth. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to build a robust investment portfolio or secure your financial future, Allen Mooney & Barnes Invest is committed to delivering top-notch service and guidance every step of the way.
318 N Calhoun St, Tallahassee, FL 32301, United States -
North Florida Financial
● ClosedNorth 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 -
Citizens Invest
● ClosedCitizens Invest is a leading finance institution located at 1016 Clemons Street in Jupiter, Florida, United States. We specialize in providing a wide range of investment services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Citizens Invest is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
1016 Clemons St #302, Jupiter, FL 33458, United States -
Panama City Financial Services Inc
● ClosedPanama City Financial Services Inc is a finance institution located at 631 U.S. 231 in Panama City, Florida, United States. They provide a wide range of financial services to individuals and businesses, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Panama City Financial Services Inc is committed to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Panama City Financial Services Inc can provide personalized solutions to meet your needs.
631 US-231, Panama City, FL 32405, United States -
Financial Institute of Florida
● ClosedThe Financial Institute of Florida is a leading finance institution located in Miami, Florida. Our institution is dedicated to providing top-notch financial services to individuals and businesses in the area. With a team of experienced professionals, we offer a wide range of financial products and services to help our clients achieve their financial goals. Whether you are looking for assistance with investments, loans, or financial planning, our experts are here to help. Visit us at 7990 Southwest 117th Avenue to learn more about how we can assist you with your financial needs.
7990 SW 117th Ave, Miami, FL 33183, United States -
Insurance Investments
● OpenInsurance Investments is a reputable health institution located at 3001 North Rocky Point Drive in Tampa, Florida, United States. We specialize in providing a wide range of insurance products and investment services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through strategic planning and personalized solutions. With a commitment to excellence and a focus on customer satisfaction, Insurance Investments is your trusted partner in protecting your health and wealth.
3001 N Rocky Point Dr #200, Tampa, FL 33607, United States -
Florida Blue: Cindy L Hiskell
● ClosedFlorida Blue: Cindy L Hiskell is a reputable accounting, finance, health, and insurance agency located at 7233 Spring Mountain Lane in Yalaha, Florida, United States. With a focus on providing top-notch services in financial management and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Led by Cindy L Hiskell, a seasoned professional in the industry, Florida Blue is committed to delivering personalized and reliable services to its clients. Whether you need assistance with tax planning, investment strategies, health insurance, or any other financial matter, Florida Blue: Cindy L Hiskell is your trusted partner for all your financial needs.
7233 Spring Mountain Ln, Yalaha, FL 34797, United States -
Florida Retirement Group
● ClosedFlorida Retirement Group is a finance and insurance agency located at 2500 Maitland Center Parkway in Maitland, Florida, United States. Our team of experienced professionals is dedicated to helping individuals plan for a secure and worry-free retirement. Whether you are looking for investment advice, insurance solutions, or retirement planning services, we are here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving your retirement goals.
2500 Maitland Center Pkwy Suite 101, Maitland, FL 32751, United States -
Millennium Insurance and Investment Group of Florida
● ClosedMillennium Insurance and Investment Group of Florida is a reputable insurance agency located at 4308 75th Street West in Bradenton, Florida. With a strong focus on providing top-notch insurance and investment services to clients in the area, our experienced team is dedicated to helping individuals and businesses protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are here to assist you every step of the way. Contact us today to learn more about how we can help you achieve peace of mind and financial security.
4308 75th St W Unit B, Bradenton, FL 34209, United States -
Suncoast Advisor's Group of Florida
● ClosedSuncoast Advisor's Group of Florida, located at 10300 49th Street North in Clearwater, Florida, is a health and insurance agency dedicated to helping individuals, families, and businesses protect themselves and their assets. With a focus on keeping insurance plans affordable and tailored to individual needs, they offer coverage for a variety of situations including death, injury, poor health, and loss of income or property. The institution also emphasizes the importance of employee retention, recognizing that employees are a company's greatest asset. By offering affordable plans, they aim to keep employees informed, happy, and healthy. Additionally, they provide innovative life insurance products to help families secure their future.
10300 49th St N, Clearwater, FL 33762, United States -
I & I - Investment & Insurance, Administration
● OpenI & I - Investment & Insurance, Administration is a finance and insurance agency located at 710 Oakfield Drive, Brandon, Florida, United States. With over 20 years of experience in various roles within small, mid-size, non-profit, and Fortune 500 companies, Andrew, the founder, brings a unique perspective to the industry. Andrew's background as the son of hardworking Caribbean immigrants instilled in him a strong work ethic and commitment to helping others achieve their financial goals. Having graduated with a degree in Sociology & Anthropology from Washington & Lee University, Andrew has honed his analytical skills and business acumen in various positions, including as an Acquisitions Analyst and Direct Sales leader. He has also been involved in community service, serving on the board of local government and non-profit organizations.
710 Oakfield Dr #262, Brandon, FL 33511, United States -
Florida Financial and Insurance Group
● ClosedFlorida Financial and Insurance Group is a leading finance and insurance agency located at 2811 Tamiami Trail in Port Charlotte, Florida. We specialize in providing a wide range of financial services and insurance products to meet the diverse needs of our clients. Our experienced team of professionals is committed to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
2811 Tamiami Trail ste a, Port Charlotte, FL 33952, United States -
Sunsure Insurance - Florida Blue Agency
● ClosedSunsure Insurance - Florida Blue Agency, located at 10162 West Sample Road in Coral Springs, Florida, is a health insurance agency dedicated to providing personalized and affordable Florida Blue health insurance plans to all Floridians. Our experienced agents are here to help you understand, compare plans, and enroll in a healthcare plan that offers more coverage and less investment. We offer free lifetime support to our customers and strive to provide unbiased recommendations to educate you on the best health care options available. With various enrollment opportunities such as Open Enrollment Period, Special Enrollment Period, and Medicare Initial Enrollment Period, we make sure you have access to the right health insurance plan for your needs.
10162 W Sample Rd, Coral Springs, FL 33065, United States -
South Florida Insurance Brokers
● ClosedSouth Florida Insurance Brokers, located at 3590 Coral Way in Miami, Florida, is a health insurance agency dedicated to providing professional and ethical service to meet the insurance needs of individuals and businesses. With 22 years of experience, our independent agency specializes in offering the best Medicare plans tailored to each client's specific requirements, ensuring complete satisfaction. At South Florida Insurance, customer satisfaction is our top priority. We offer free insurance analysis consultations where we discuss your personal and business insurance needs in a quick, courteous, and professional manner. Our team of experts can provide consulting on an hourly basis or work through the entire insurance application process, depending on your preferences and level of knowledge.
3590 Coral Wy, Miami, FL 33145, United States -
AmeriLife of North Florida, LLC
● ClosedAmeriLife of North Florida, LLC is a finance, health, and insurance agency located at 8081 Philips Highway in Jacksonville, Florida, United States. Since 2012, we have been helping individuals create programs and strategies to meet their long-term goals. Whether you have questions about insurance, retirement planning, investments, taxes, or estate planning, we can provide assistance or refer you to a trusted professional. Our team is dedicated to ethics and integrity, with a commitment to providing knowledgeable recommendations. Jake Purvis, the founder, started his career as an insurance agent focused on Medicare and Final Expense and has since expanded his expertise in advanced planning concepts. Jake and his team of business partners are licensed in various areas of insurance and retirement planning, and if they are not able to assist you, they can refer you to a local professional.
8081 Philips Hwy Suite 10, Jacksonville, FL 32256, United States -
D&J REALTY INVESTMENT INC
● OpenD&J Realty Investment Inc is a reputable health and insurance agency located at 432 Southwest 16th Place in Deerfield Beach, Florida. With a commitment to providing top-quality services to their clients, they specialize in helping individuals and families find the best health and insurance coverage to meet their specific needs. Their experienced team of professionals is dedicated to guiding clients through the process of selecting the right plans and ensuring they are well-protected. Trust D&J Realty Investment Inc to be your partner in securing your health and financial future.
432 SW 16th Pl, Deerfield Beach, FL 33441, United States -
Yara Health Plans- Miami FL- Raquel Stover/Londono
● ClosedYara Health Plans, located at 7931 East Drive in North Bay Village, Florida, is a health insurance agency dedicated to helping individuals and families find affordable health insurance options. Led by Raquel Stover and Londono, Yara Health Plans offers a variety of policies to meet your needs and budget. Join the majority of individuals who qualify for a $0 premium health insurance policy through the Affordable Care Act, with monthly payments starting as low as $0. Even outside of Open Enrollment, Yara Health Plans can help you find the right plan for you.
7931 East Dr #401, North Bay Village, FL 33141, United States -
Iron Plan Solutions Group, LLC
● ClosedIron Plan Solutions Group, LLC is a reputable finance and insurance agency located at 8180 Pensacola Boulevard in Pensacola, Florida, United States. With a strong commitment to providing top-notch financial and insurance solutions, Iron Plan Solutions Group, LLC offers a wide range of services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets through personalized and comprehensive planning. Whether you are looking for investment advice, insurance coverage, or retirement planning, Iron Plan Solutions Group, LLC is here to help you every step of the way.
8180 Pensacola Blvd Suite 207, Pensacola, FL 32534, United States
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