Individual tax planning needs in Fort Myers, Florida

Jason Sandler is a Financial Advisor at Ameriprise Financial Services, LLC located at 3820 Colonial Boulevard, Fort Myers, 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 various areas of financial planning and asset management. Jason Sandler is dedicated to providing comprehensive and personalized financial advice to his clients, including retirees, small business owners, and high net worth individuals.

Fifth Third Securities - William Gibson is a finance institution located at 2915 Colonial Boulevard in Fort Myers, Florida, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their investment goals. From retirement planning to wealth management, we offer a wide range of services to meet the unique needs of each individual. Trust Fifth Third Securities - William Gibson to guide you towards a secure financial future.

Paul Harris Financial is a reputable finance and insurance agency located at 4560 Via Royale in Fort Myers, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, Paul Harris Financial is dedicated to providing personalized solutions tailored to meet your specific needs. Visit their office today to learn more about how they can help you secure your financial future.

Paramount Financial Advisors, LLC is a leading finance institution located at 5237 Summerlin Commons Boulevard in Fort Myers, Florida, United States. With a team of experienced financial professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Paramount Financial Advisors, LLC is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, their team is committed to providing personalized and comprehensive financial solutions tailored to your unique needs. Trust Paramount Financial Advisors, LLC to be your partner in financial success.

Watkins Advisory Group is a finance institution located at 16521 San Carlos Boulevard in Fort Myers, Florida, United States. With a team of experienced financial advisors, Watkins Advisory Group offers a wide range of financial services to help clients achieve their goals. Whether you need help with investment planning, retirement planning, or estate planning, the professionals at Watkins Advisory Group are dedicated to providing personalized and tailored solutions to meet your specific needs. Visit their office today to start planning for a secure financial future.

Darlene Wilkie is a Financial Advisor at Ameriprise Financial Services, LLC located at 8270 College Parkway, Fort Myers, Florida, United States. Darlene 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®. Darlene specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to upholding the highest ethical standards and staying current with industry trends to better serve her clients' needs. Whether you are seeking assistance with asset management, estate planning, retirement planning, or investment strategies, Darlene Wilkie has the expertise and experience to help you achieve your financial goals."

Joe Enders is a Financial Advisor at Ameriprise Financial Services, LLC, located at 12800 University Drive in Fort Myers, Florida, United States. Joe holds various certifications including the 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®, CFP®, 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 Joe's expertise in asset management, retirement planning, estate planning, risk management, investment strategies, and more. Joe is dedicated to providing comprehensive financial advice and support to individuals, retirees, small business owners, and high net worth clients.

Demarais Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 8270 College Parkway in Fort Myers, Florida, United States. As the winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of financial advisors will work with you to create a comprehensive investment strategy, regularly review your progress, and adjust as needed to help you achieve your financial objectives. With easy access to your accounts and investments from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn more about how we can help you plan for a secure financial future. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states only. Visit our website or FINRA’s BrokerCheck for more information. Let us help you reach your financial goals and secure your future.

Cary Kleinfield - Raymond James is a finance institution located at 9726 Commerce Center Court in Fort Myers, Florida. As a branch of the renowned Raymond James financial services firm, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Cary Kleinfield - Raymond James is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Roy Wasson Certified Financial is a leading finance institution located at 13730 Cypress Terrace Circle in Fort Myers, Florida, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment management, or estate planning, our professionals are here to offer personalized solutions tailored to your specific needs. Trust Roy Wasson Certified Financial to provide you with expert financial advice and guidance to secure your financial future.

Michael Shannon Stryker - UBS Financial Services Inc. is a finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. Specializing in providing a wide range of financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Michael Shannon Stryker - UBS Financial Services Inc. offers personalized financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to providing expert guidance and tailored solutions to meet your specific needs.

Carlos A Amaris is a financial advisor at Ameriprise Financial Services, LLC located at 14311 Metropolis Avenue in Fort Myers, Florida, United States. Carlos 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®, CFP®, 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 Carlos's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Carlos A Amaris is equipped to provide you with comprehensive financial advice tailored to your specific needs.

Carl F Nicolosi is a financial advisor at Ameriprise Financial Services, LLC located at 14311 Metropolis Avenue, Fort Myers, Florida, United States. Carl 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®. Carl specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Carl is committed to helping clients achieve their financial goals. Whether you are looking for advice on annuities, seniors' issues, divorce financial planning, or exit planning, Carl can provide tailored solutions to meet your needs. Contact Carl F Nicolosi today for expert financial advice and guidance.

Raymond James is a finance institution located at 9726 Commerce Center Court in Fort Myers, Florida, United States. With a strong reputation in the financial industry, Raymond James offers a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals provide personalized financial advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raymond James is dedicated to providing top-notch financial solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Mark V Hembling is a reputable finance institution located at 8880 Gladiolus Drive in Fort Myers, Florida, United States. Mark V Hembling is a trusted financial advisor who provides personalized investment strategies and 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 - Financial Advisor: Mark V Hembling is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Contact them today to start planning for a secure financial future.

Raymond James Financial Services is a finance institution located at 8000 Summerlin Lakes Drive in Fort Myers, Florida, United States. They offer a wide range of financial services, including investment and wealth management, retirement planning, and insurance services. 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 can provide personalized solutions to meet your needs.

Lorraine Financial Advisor is a trusted finance institution located at 8191 College Parkway in Fort Myers, Florida, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide tailored solutions to meet your needs. Contact us today to schedule a consultation and take control of your financial future with Lorraine Financial Advisor.

John Ginsbury is a Financial Advisor at Ameriprise Financial Services, LLC located at 12800 University Drive in Fort Myers, Florida, United States. John 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®, CFP®, 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 John's expertise in various areas of financial planning, estate planning, investment management, and more. John is dedicated to providing personalized financial advice and solutions to help individuals and businesses achieve their financial goals.

Hauser Group Wealth Management is a premier financial institution located at 4753 Estero Boulevard in Fort Myers Beach, Florida, United States. As a leading wealth management firm, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hauser Group Wealth Management is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

HBK Source Financial LLC is a leading finance institution located at 8010 Summerlin Lakes Drive in Fort Myers, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you with your financial needs.

The Petracco Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in Fort Myers, Florida, United States. With a focus on wealth management, our team of experienced professionals provides personalized investment strategies and financial planning services to help our clients achieve their financial goals. Our office is conveniently located at 7950 Summerlin Lakes Drive, where we offer a wide range of financial services tailored to meet the unique needs of each individual or family. Trust in our expertise and dedication to help you secure your financial future.

Mark Geissinger - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 12800 University Drive, Fort Myers, Florida, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. Mark Geissinger holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise and commitment to providing top-notch financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, Mark Geissinger is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Mark Geissinger has the knowledge and experience to guide you through complex financial decisions. Contact Mark Geissinger - Private Wealth Advisor, Ameriprise Financial Services, LLC, for personalized financial planning tailored to your unique needs.

Merrill Lynch Financial Advisor Steven B Sizemore is a finance institution located at 13250 University Center Boulevard, Fort Myers, Florida, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, the advisors at Merrill Lynch Wealth Management work to understand and adapt to the changing needs of their clients. Clinger, Sizemore & Associates has a long history with Merrill Lynch Wealth Management, providing clients with a consultative approach to financial planning. The team is committed to helping clients achieve their financial goals through a client-centric strategy that takes into account various aspects of their lives. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. With a focus on understanding clients on a personal level, the advisors at Merrill Lynch Wealth Management aim to provide customized investment strategies that address individual needs and pursue financial goals.

Scott Demarais is a Financial Advisor at Ameriprise Financial Services, LLC located at 8270 College Parkway in Fort Myers, Florida, United States. Scott 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®. These certifications demonstrate Scott's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Scott is dedicated to providing comprehensive financial advice to individuals and businesses, helping them achieve their financial goals and secure their financial future. Contact Scott Demarais at Ameriprise Financial Services, LLC for personalized financial planning services tailored to your specific needs.

Fifth Third Securities - Robert Traina is a finance institution located at 9000 Park Royal Drive in Fort Myers, Florida, United States. With a focus on providing comprehensive financial services, Fifth Third Securities offers expert advice and personalized investment strategies to help clients achieve their financial goals. Led by Robert Traina, a seasoned financial advisor with years of experience in the industry, the institution prides itself on delivering top-notch customer service and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Robert Traina is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Verma and Associates - Ameriprise Financial Services, LLC is a finance institution located at 12620 World Plaza Lane, Fort Myers, Florida, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides an initial complimentary consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They prioritize what is most important to the client, whether it be retirement, education, or a major purchase. The institution cannot guarantee future financial results, but they are dedicated to helping clients achieve their financial goals. Clients can refer friends or family members to Ameriprise Financial Services, LLC to help them with their financial planning needs.

Merrill Lynch Financial Advisor Jennifer Callari Conner is a finance institution located at 13250 University Center Boulevard in Fort Myers, Florida, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Callari Group team offers a customized financial strategy that puts clients at the center of the planning process, focusing on personal goals such as education funding, retirement planning, and wealth preservation. With access to global investing capabilities and banking solutions, the team helps clients identify and prioritize their financial goals. Through a personalized approach, the team works closely with clients to develop a financial strategy aligned with their individual needs and aspirations. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping them achieve their financial goals at every stage of life. By utilizing tools such as the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences and goals. With years of experience and insight into market fluctuations, the team can develop a personalized investment strategy designed to pursue clients' lifestyle goals, taking into account their risk tolerance and financial objectives. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve what matters most to them. As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, the team is committed to helping clients achieve their financial goals.

Baypoint Financial Services is a reputable finance institution located at 13650 Fiddlesticks Boulevard in Fort Myers, Florida, United States. With a team of experienced financial experts, Baypoint Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Baypoint Financial Services is dedicated to providing personalized and reliable financial services to meet your needs. Trust Baypoint Financial Services to help you navigate the complexities of the financial world and secure a prosperous future.

H&R Block is a renowned accounting and finance institution located at 13971 North Cleveland Avenue in North Fort Myers, Florida, United States. With a team of expert professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Trust H&R Block for all your accounting and finance needs in North Fort Myers.

H&R Block is a renowned accounting and finance institution located at 4600 Summerlin Road in Fort Myers, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.