Individual investment plans in High Springs, FL
27 results found
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Serenity Springs Recovery Center
● OpenWelcome to Serenity Springs Recovery Center, a sanctuary for healing located at 1555 Cow Creek Rd, Edgewater, FL 32132. Specializing in substance abuse rehabilitation, we offer an exclusive all-male treatment program designed to restore balance to your life by focusing on the mind, body, and spirit. At Serenity Springs, we believe in the power of personalized care. Our dedicated team of compassionate and highly skilled staff and therapists are committed to going the extra mile for each client, ensuring that you or your loved one receives the highest level of care and support. Our approach involves creating individualized addiction treatment plans that address your unique needs, employing evidence-based practices to give you the best chance for sustained recovery.
1555 Cow Creek Rd, Edgewater, FL 32132, 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 -
Dorrie Esposito: Primerica - Financial Services
● OpenDorrie Esposito: Primerica - Financial Services is a reputable finance and insurance agency located in High Springs, Florida. With a focus on providing top-notch financial services to individuals and businesses, Dorrie Esposito and her team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Dorrie Esposito: Primerica - Financial Services to provide expert guidance and personalized solutions. Visit their office at 18731 Northwest US Highway 441 to learn more about how they can help you secure your financial future.
18731 NW US Hwy 441 STE 6, High Springs, FL 32643, United States -
Joseph Rutowski Sr: Primerica - Financial Services
● OpenJoseph Rutowski Sr: Primerica - Financial Services is a reputable finance and insurance agency located at 24301 Walden Center Drive in Bonita Springs, Florida. With a focus on providing high-quality financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at Joseph Rutowski Sr: Primerica - Financial Services are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
24301 Walden Center Dr #100, Bonita Springs, FL 34134, United States -
Guardian Life Insurance Co-America
● OpenGuardian Life Insurance Co-America, located at 10100 West Sample Road in Coral Springs, Florida, is an insurance agency that offers a range of insurance plans and policies to help individuals thrive and prepare for their future. With a commitment to inspiring well-being, Guardian has recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, reflecting their dedication to delivering on promises. Recognized for their exceptional customer service and commitment to their customers, Guardian has received accolades from organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their J.D. Power 2022 Certified Customer Service Program recognition is a testament to their high customer satisfaction levels.
10100 W Sample Rd, Coral Springs, FL 33065, United States -
Melo Investigation Services
● ClosedMelo Investigation Services is a reputable finance institution located at 4610 South Suncoast Boulevard in Homosassa Springs, Florida, United States. With a team of experienced professionals, Melo Investigation Services offers a wide range of financial services to individuals and businesses. From financial planning and investment management to fraud investigations and forensic accounting, Melo Investigation Services is dedicated to providing high-quality and reliable financial solutions to meet the needs of their clients. Visit their office today to learn more about how they can help you achieve your financial goals.
4610 S Suncoast Blvd # 91, Homosassa Springs, FL 34447, United States -
Glam Bella Enterprises
● ClosedGlam Bella Enterprises is a finance institution located in Coral Springs, Florida, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with budgeting, investing, or planning for the future, we are here to help you achieve your financial goals. With a focus on personalized service and attention to detail, Glam Bella Enterprises is committed to helping our clients thrive in today's ever-changing financial landscape. Contact us today to learn more about how we can assist you with your financial needs.
Visit Website, Coral Springs, FL 33065, United States -
Michelle Rafferty
● OpenMichelle Rafferty is a finance institution located at 18467 Northwest US Highway 441 in High Springs, Florida, United States. With a commitment to providing top-notch financial services, Michelle Rafferty offers a range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with confidence. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Michelle Rafferty is here to help. Visit their office in High Springs or contact them today to learn more about how they can assist you.
18467 NW US Hwy 441 Suite 100, High Springs, FL 32643, United States -
Marquis Wealth Management Group
● ClosedMarquis Wealth Management Group, located at 6208 Whiskey Creek Drive in Fort Myers, Florida, offers personalized financial advisory services to high net worth individuals, families, and businesses. Our team of CERTIFIED FINANCIAL PLANNER ™ professionals carefully listen to clients, assess their needs, and develop customized financial plans to help achieve their goals. We provide investment advisory, financial planning, insurance, and retirement plan consulting services in a non-commission environment. Founded in 1999, Marquis Wealth Management Group is dedicated to providing a highly personal and confidential experience for clients in Fort Myers, Naples, Bonita Springs, Southwest Florida, and throughout the USA. Contact us at (239) 454-1117 or info@marquiswealthgroup.com for more information.
6208 Whiskey Creek Dr, Fort Myers, FL 33919, United States -
bruce kanner
● OpenBruce Kanner is a reputable institution located at 3333 Renaissance Boulevard in Bonita Springs, Florida, United States. Specializing in accounting and finance, Bruce Kanner offers top-notch services and expertise to help individuals and businesses manage their financial needs effectively. With a team of skilled professionals, this institution is dedicated to providing excellent financial advice and support to its clients. Whether you need help with tax preparation, financial planning, or investment management, Bruce Kanner is the go-to institution for all your accounting and finance needs.
3333 Renaissance Blvd, Bonita Springs, FL 34134, United States -
Rehmann
● ClosedRehmann is a highly respected accounting and finance institution located at 9420 Bonita Beach Road Southeast in Bonita Springs, Florida, United States. With a strong reputation for excellence, Rehmann offers a wide range of financial services including tax preparation, auditing, consulting, and wealth management. Their team of experienced professionals are dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax planning or investment strategies, Rehmann is committed to helping you achieve your financial goals.
9420 Bonita Beach Rd SE #200, Bonita Springs, FL 34135, United States -
Melamed & Karp
● OpenMelamed & Karp is a reputable accounting and finance institution located at 12466 West Atlantic Boulevard in Coral Springs, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Melamed & Karp is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, investments, or retirement planning, you can trust Melamed & Karp to provide expert guidance and personalized solutions.
12466 W Atlantic Blvd, Coral Springs, FL 33071, United States -
Edward Jones - Financial Advisor: Nick Navetta, AAMS™
● ClosedEdward Jones - Financial Advisor: Nick Navetta, AAMS™ is a finance institution located at 814 East Silver Springs Boulevard in Ocala, Florida, United States. Nick Navetta is a highly experienced and trusted financial advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. He provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Nick Navetta at Edward Jones is dedicated to helping individuals and families secure their financial future.
814 E Silver Springs Blvd B, Ocala, FL 34470, United States -
Anne C Peterson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnne C Peterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 210 South Pinellas Avenue, Tarpon Springs, Florida, United States. Anne 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®. Anne specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Anne is dedicated to helping clients achieve their financial goals.
210 S Pinellas Ave Ste 170, Tarpon Springs, FL 34689, United States -
Fifth Third Preferred - Michael Lopez
● ClosedFifth Third Preferred - Michael Lopez is a finance institution located at 900 North Spring Garden Avenue in DeLand, Florida, United States. Specializing in personalized financial services, Fifth Third Preferred offers tailored solutions to help individuals and businesses achieve their financial goals. With a focus on customer satisfaction and expert financial advice, Michael Lopez and his team provide top-notch service to clients in the DeLand area and beyond. Whether you're looking for investment guidance, retirement planning, or assistance with banking products, Fifth Third Preferred - Michael Lopez is here to help you navigate the world of finance with confidence.
900 N Spring Garden Ave, DeLand, FL 32720, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 8000 Health Center Boulevard in Bonita Springs, Florida, United States. With a strong reputation for providing high-quality financial services, UBS offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. From investment planning and asset management to retirement planning and estate planning, UBS is committed to delivering personalized and comprehensive financial advice to its clients. With a team of experienced professionals and a global network of resources, UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
8000 Health Center Blvd # 150, Bonita Springs, FL 34135, United States -
Legacy Family Office LLC
● ClosedLegacy Family Office LLC is a premier finance institution located at 9990 Coconut Road in Bonita Springs, Florida, United States. As a family office, we specialize in providing comprehensive financial services tailored to the unique needs of high-net-worth individuals and families. Our team of experienced professionals is dedicated to preserving and growing our clients' wealth for future generations. Whether you require investment management, estate planning, tax strategies, or other financial services, Legacy Family Office LLC is here to help you achieve your financial goals.
9990 Coconut Rd Suite 225, Bonita Springs, FL 34135, United States -
Joseph A Siragusa - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph A Siragusa is a financial advisor at Ameriprise Financial Services, LLC located at 27299 Riverview Center Boulevard in Bonita Springs, Florida. With a focus on helping clients reach their financial goals, Joseph offers personalized financial planning and investment advice. Each Ameriprise advisor has their own areas of focus, so it's important to review their backgrounds, credentials, and experience to find the best fit for your needs. To get started, simply fill out the "Request consultation" form on their website and Joseph will reach out to schedule a complimentary initial consultation. Take the first step towards a secure financial future with Joseph A Siragusa - Financial Advisor.
27299 Riverview Center Blvd Ste 100, Bonita Springs, FL 34134, United States -
Kristen Hernandez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKristen Hernandez is a Financial Advisor at Ameriprise Financial Services, LLC located at 210 North University Drive, Coral Springs, Florida, United States. Kristen holds various certifications such as 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®. Kristen's expertise includes asset management, estate planning, retirement planning, investment management, risk management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Kristen is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
210 N University Dr Ste 401, Coral Springs, FL 33071, United States -
Citi PWM
● OpenCiti PWM is a prestigious financial institution located at 2789 North University Drive in Coral Springs, Florida, United States. As a leader in the finance industry, Citi PWM offers personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors, Citi PWM provides tailored investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Trust Citi PWM to provide expert financial guidance and support for your wealth management needs.
2789 N University Dr, Coral Springs, FL 33065, United States -
Haven Help Desk
● ClosedHaven Help Desk is a finance institution located at 233 South West Haven Court in High Springs, Florida, United States. Our team of knowledgeable financial experts is dedicated to providing personalized assistance and guidance to help individuals and businesses navigate their financial needs. Whether you need help with budgeting, retirement planning, investment strategies, or any other financial matter, our friendly staff is here to support you every step of the way. Visit Haven Help Desk today and let us help you achieve your financial goals.
233 S W Haven Ct, High Springs, FL 32643, United States -
LRE Foundation Repair
● ClosedWelcome to LRE Foundation Repair, your trusted partner in ensuring the stability and safety of your home or commercial property. Based in Largo, Florida, at 2150 34th Way North, we proudly serve Tampa, Orlando, Fort Lauderdale, Miami, and beyond. As a leading general contractor, we specialize in foundation repair, crawl space encapsulation, yard drainage, and concrete repair services. Your home is one of your most significant investments, and at LRE Foundation Repair, we are dedicated to preserving its integrity. Our team of experts employs precision and proven solutions to address foundation issues, including bowing walls, foundation settlement, and sagging floors. We also offer comprehensive crawl space repair solutions to protect your home from moisture, mold, and structural problems, ensuring a healthy living environment.
2150 34th Way North, Largo, Florida 33771, United States -
Ameriprise Financial
● OpenWelcome to Ameriprise Financial, Spring Hill, Florida At Ameriprise Financial, located at 5085 Commercial Way, Spring Hill, Florida 34606, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. As a reputable institution in the banking and finance industry, we pride ourselves on our commitment to ethical standards, comprehensive education, and personalized client service.
5085 Commercial Way, Spring Hill, Florida 34606, United States -
Ken Edward | American Financial Network Inc
● ClosedWelcome to Ken Edward | American Financial Network Inc., your trusted partner in financial solutions located in Cape Coral, Florida. Situated at 1213 Southeast 47th Terrace, our office is dedicated to providing comprehensive financial services tailored to meet your unique needs and circumstances. With an additional office located at 18070 S. Tamiami Trail, #103 Suite #1 in Fort Myers, we are well-positioned to serve clients throughout the region. At American Financial Network Inc., we pride ourselves on offering a range of tools and resources to assist you in making informed financial decisions. Our online calculator tools provide helpful estimates, but for personalized advice, we encourage you to consult with one of our licensed Loan Originators. They are committed to understanding your individual goals and guiding you through the complexities of the financial landscape.
1213 Southeast 47th Terrace, Cape Coral, Florida 33904, United States -
BeamMed Bone Density Solutions
● ClosedWelcome to BeamMed Bone Density Solutions, your trusted partner in bone health located at 950 S Pine Island Rd #A-150, Plantation, FL 33324, United States. Specializing in advanced health solutions, we are proud to offer state-of-the-art bone density screening with the revolutionary MiniOmni portable scanner. Our MiniOmni device is designed to transform the way bone density assessments are conducted, offering a fast, accurate, and non-invasive screening experience. Patients and healthcare professionals alike appreciate the compact, user-friendly design of the MiniOmni, which allows for convenient use in both home and clinical settings. Its portability enables screenings to be conducted in various environments, ensuring accessibility to top-tier health assessments wherever needed.
950 S Pine Island Rd #A-150, Plantation, FL 33324, United States -
Estero Homes For Sale | #1 Estero Real Estate Agents
● OpenWelcome to Estero Homes For Sale, your premier real estate agency located in the heart of Estero, Florida. Situated at 20352 Ardore Lane, Estero, FL 33928, our dedicated team of real estate professionals is committed to helping you navigate the vibrant Estero real estate market with ease and expertise. As the #1 real estate agents in Estero, we specialize in finding the perfect single-family homes for our clients, whether you're a first-time homebuyer, looking to downsize, or seeking a luxurious vacation retreat. Our extensive knowledge of the local market ensures that we can offer personalized guidance tailored to your specific needs and preferences.
20352 Ardore Lane, Estero, Florida 33928, United States -
Record Nations
● ClosedWelcome to Record Nations Bonita Springs, your trusted partner for comprehensive document scanning and management solutions. Conveniently located at 12870 Trade Way Four, Suite 107, Bonita Springs, Florida 34135, we specialize in transforming your paper-based processes into efficient digital systems, revolutionizing the way you handle information. Our services are designed to meet the diverse needs of businesses and individuals in Bonita Springs. Whether you have a small batch of documents or an extensive archive, our expert team is ready to assist you. We specialize in converting paper files, microfilm, maps, blueprints, and more into digital formats, offering tailored solutions that enhance data accessibility and streamline operations.
12870 Trade Way Four, Bonita Springs, Florida 34135, United States
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