Individual investment plans in Florida
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Carolyn Pozzi - Regions Financial Advisor
● ClosedCarolyn 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 -
DeAnna Edwards - Thrivent
● ClosedDeAnna Edwards - Thrivent is a finance institution located at 2840 Remington Green Circle in Tallahassee, Florida, United States. Specializing in financial planning and investment services, DeAnna Edwards - Thrivent helps individuals and families achieve their financial goals through personalized strategies and expert guidance. With a focus on creating a secure financial future for their clients, the institution offers a range of services including retirement planning, wealth management, and insurance solutions. The dedicated team at DeAnna Edwards - Thrivent is committed to providing top-notch financial advice and support to help clients build and protect their wealth.
2840 Remington Green Cir Suite 12, Tallahassee, FL 32308, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 3320 Thomasville Road in Tallahassee, Florida, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and tailored solutions to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
3320 Thomasville Rd Suite 300, 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 -
Howard Eisenman Efs
● OpenHoward Eisenman Efs is a reputable finance institution located in the heart of Tallahassee, Florida. With a prime location at 3116 Capital Circle Northeast, this institution offers a wide range of financial services to individuals and businesses alike. From investment advice to wealth management, Howard Eisenman Efs is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized service provided by this esteemed institution. Whether you are looking to grow your wealth or plan for the future, Howard Eisenman Efs is the go-to destination for all your financial needs.
3116 Capital Cir NE # 10, Tallahassee, FL 32308, United States -
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThomas 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 -
The Huggins Winders Group - Stifel
● OpenThe Huggins Winders Group - Stifel is a financial institution located at 3500 Financial Plaza in Tallahassee, Florida, United States. As a part of Stifel, Nicolaus & Company, Incorporated, this group provides wealth management and investment services to individuals and businesses. They have been recognized on Forbes' 2024 Best-In-State Wealth Advisors List, showcasing their expertise and dedication to their clients. Before working with them, you can check their background on brokercheck.finra.org. Stifel is a member of SIPC & NYSE, ensuring that your investments are protected. Remember that investing involves risk, and there is a possibility of losing the principal invested. For more information, visit www.stifel.com.
3500 Financial Plaza Suite 202, Tallahassee, FL 32312, United States -
Merrill Lynch Financial Advisor Brady R. Squires
● ClosedMerrill 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
● ClosedMerrill 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
● ClosedMerrill 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
● ClosedMerrill 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 -
Christopher Jones - Morgan Stanley
● OpenChristopher Jones - Morgan Stanley is a finance institution located at 3520 Thomasville Road in Tallahassee, Florida, United States. As a branch of the renowned Morgan Stanley financial services firm, Christopher Jones offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, clients can expect personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Christopher Jones - Morgan Stanley is dedicated to providing top-notch financial guidance and support.
3520 Thomasville Rd Ste 100, Tallahassee, FL 32309, United States -
Kohlman Minter - Morgan Stanley
● OpenKohlman Minter - Morgan Stanley is a finance institution located at 3520 Thomasville Road in Tallahassee, Florida, United States. As a branch of the renowned Morgan Stanley financial services firm, Kohlman Minter offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors and analysts, clients can expect personalized and expert advice to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Kohlman Minter - Morgan Stanley is dedicated to providing top-notch financial services to individuals and businesses in the Tallahassee area.
3520 Thomasville Rd Ste 100, Tallahassee, FL 32309, United States -
Unique Wealth
● ClosedUnique 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.
732 S Village Cir, Tampa, FL 33606, United States -
Charles Robinton - Raymond James
● OpenCharles Robinton - Raymond James is a finance institution located at 2065 Thomasville Road in Tallahassee, Florida, United States. With a focus on providing personalized financial services and investment strategies, our team of experts at Charles Robinton - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, we are here to provide tailored solutions to meet your individual needs. Visit us today to learn more about how we can help you secure your financial future.
2065 Thomasville Rd Ste 201, Tallahassee, FL 32308, United States -
Crystal Murphy - Morgan Stanley
● OpenCrystal Murphy - Morgan Stanley is a prominent finance institution located at 3520 Thomasville Road in Tallahassee, Florida, United States. Specializing in wealth management, investments, and financial planning, our team of experts is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and personalized service, we strive to provide innovative solutions and strategic advice to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
3520 Thomasville Rd Ste 100, Tallahassee, FL 32309, United States -
Merrill Lynch Financial Advisor Gary E. Merriman
● ClosedMerrill 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: Robert J Davison, AAMS™
● ClosedEdward Jones - Financial Advisor: Robert J Davison, AAMS™ is a reputable finance institution located at 205 East Washington Street in Monticello, Florida, United States. As a trusted financial advisor, Robert J Davison, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Monticello area. Contact Robert J Davison, AAMS™ today to schedule a consultation and take the first step towards securing your financial future.
205 E Washington St, Monticello, FL 32344, United States -
Edward Jones - Financial Advisor: James A Garcia, AAMS™|CRPC™
● ClosedEdward 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 -
Melissa Wright
● ClosedMelissa Wright is a reputable finance institution located at 304 East Tennessee Street in Tallahassee, Florida, United States. With a strong focus on providing top-notch financial services, Melissa Wright is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Melissa Wright is here to help. Trustworthy, reliable, and committed to excellence, Melissa Wright is your go-to destination for all your financial needs.
304 E Tennessee St 3rd Floor, Tallahassee, FL 32301, United States -
Edward Jones - Financial Advisor: Matt Putney
● ClosedEdward Jones - Financial Advisor: Matt Putney is a leading financial institution located at 474 South 6th Street in Macclenny, Florida, United States. As a trusted financial advisor, Matt Putney provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong client relationships, Edward Jones - Financial Advisor: Matt Putney is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
474 S 6th St, Macclenny, FL 32063, United States -
Preservation 1st Financial Group
● ClosedPreservation 1st Financial Group, located in Brandon, Florida, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you need assistance with comprehensive financial planning, insurance planning, college planning, or retirement planning, our team of experts is here to guide you every step of the way. We offer a range of services including long-term care, life insurance, Medicare coverage, and estate planning. Our website features informative videos to help you better understand financial concepts and opportunities. We are affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., ensuring that our clients receive top-notch financial advice and services.
912 Lithia Pinecrest Rd, Brandon, FL 33511, United States -
Alex L Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAlex L Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1517 Sun City Center Plaza in Sun City Center, Florida, offers a wide range of finance services for individuals. Alex L Perez holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and more. With a focus on comprehensive financial planning, Alex L Perez aims to provide clients with the knowledge and tools needed to achieve their financial goals.
1517 Sun City Center Plaza # A, Sun City Center, FL 33573, United States -
JMI Group
● OpenJMI Group is a renowned finance institution located at 3490 East Lake Road South in Palm Harbor, Florida, United States. With a strong reputation for excellence in the financial industry, JMI Group offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals provides expert guidance and support to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, JMI Group is dedicated to providing top-notch solutions tailored to your specific needs. Visit JMI Group today to explore how they can help you secure a brighter financial future.
3490 E Lake Rd S B, Palm Harbor, FL 34685, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Orlando, Florida, is dedicated to helping individuals and families achieve their financial goals and build a secure legacy. Our experienced team works with a diverse range of clients, including business owners, retirees, and wealth builders, to provide personalized advice and support. We believe in the importance of building strong relationships with our clients, understanding their unique stories, goals, and dreams. Additionally, we are committed to giving back to the community through charitable contributions and volunteer work. Our services include a range of investment and insurance products to help customize your income in retirement and protect your assets. Contact us today to start planning for your financial future.
225 E Robinson St Sutie 250, Orlando, FL 32801, 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 -
Royal Financial Tax
● ClosedRoyal Financial Tax is a reputable accounting and finance institution located at 6601 Memorial Highway in Tampa, Florida, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses. Our services include tax preparation, financial planning, accounting, and more. Trust Royal Financial Tax to help you navigate the complex world of finance with ease and confidence.
6601 Memorial Hwy #209, Tampa, FL 33615, 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 -
Republic Asset Management Corp.
● ClosedRepublic Asset Management Corp. is a leading finance institution located at 2321 Hansen Court in Tallahassee, Florida, United States. With a strong reputation for excellence in asset management, our team of experienced professionals provides top-tier financial services to help clients achieve their investment goals. Whether you are an individual investor or a corporate entity, we offer personalized solutions tailored to meet your specific needs. Trust Republic Asset Management Corp. to safeguard and grow your assets for a secure financial future.
2321 Hansen Ct, Tallahassee, FL 32301, United States
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- Individual investment plans in Alachua
- Individual investment plans in Altamonte Springs
- Individual investment plans in Apollo Beach
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