Individualized financial advice in Lake City, FL
209 results found
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 225 Northwest Commons Loop in Lake City, Florida, United States. This institution offers a variety of financial services including personal loans, debt consolidation, and auto loans. With a focus on providing personalized solutions to meet the individual needs of each customer, OneMain Financial is committed to helping individuals achieve their financial goals. Whether you need funds for a major purchase or to consolidate debt, OneMain Financial is dedicated to providing you with the financial assistance you need.
225 NW Commons Loop Ste 105, Lake City, FL 32055, United States -
Primerica Financial Services
● ClosedPrimerica Financial Services is an insurance agency located at 2073 Summit Lake Drive in Tallahassee, Florida, United States. They provide a range of financial services including life insurance, investments, and retirement planning. With a focus on helping individuals and families achieve financial security, Primerica offers personalized solutions tailored to each client's unique needs. Their experienced team of agents are dedicated to providing top-notch customer service and expert advice to help clients make informed decisions about their financial future. Whether you are looking to protect your loved ones with life insurance or grow your wealth through investments, Primerica Financial Services is committed to helping you reach your financial goals.
2073 Summit Lake Dr ste 301, Tallahassee, FL 32317, United States -
Tallahassee Financial Advisors
● ClosedTallahassee Financial Advisors is a trusted financial institution located at 3015 Shannon Lakes Drive North in Tallahassee, Florida. Our team of experienced advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, our advisors are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.
3015 Shannon Lakes Dr N, Tallahassee, FL 32309, United States -
Independent Financial Services
● ClosedIndependent Financial Services is a comprehensive financial institution located at 20635 Amberfield Drive in Land O' Lakes, Florida. We offer a wide range of services including finance, health insurance, and legal advice. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or legal matters, Independent Financial Services is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
20635 Amberfield Dr Suite 102, Land O' Lakes, FL 34638, United States -
Mike Wells: Primerica - Financial Services
● ClosedMike Wells: Primerica - Financial Services is an insurance agency located at 6143 Lake Worth Road in Greenacres, Florida. They specialize in providing a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's specific needs. Whether you are looking for insurance coverage, retirement planning, or investment advice, Mike Wells: Primerica - Financial Services is dedicated to helping you secure your financial future. Visit them today to learn more about how they can assist you in reaching your financial goals.
6143 Lake Worth Rd, Greenacres, FL 33463, United States -
InvestSafe Financial
● OpenInvestSafe Financial is an insurance agency located at 5641 West Gulf to Lake Highway in Crystal River, Florida, United States. Our institution specializes in helping retirees protect their hard-earned savings and secure a guaranteed lifetime income that cannot be outlived. With a team of trusted professionals, we offer a simple and clear strategy to ensure your money is safe for the long-term, providing a lifetime of income for your retirement. We take the time to educate our clients on their options through complimentary educational seminars and online events, giving you the knowledge you need to make informed decisions about your financial future.
5641 W Gulf to Lake Hwy, Crystal River, FL 34429, United States -
Nilda M Cintron: Primerica - Financial Services
● OpenNilda M Cintron: Primerica - Financial Services is a reputable finance and insurance agency located in Land O' Lakes, Florida, United States. With a commitment to helping individuals and families achieve financial security and success, they offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their experienced team of professionals is dedicated to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Trust Nilda M Cintron: Primerica - Financial Services to help you build a solid financial foundation for a secure future.
3632 LAND O' LAKES BLVD STE 106-3 NC, Land O' Lakes, FL 34639, United States -
Frank Reeves Jr: Primerica - Financial Services
● OpenFrank Reeves Jr: Primerica - Financial Services is a reputable finance and insurance agency located at 3632 Land O' Lakes Boulevard in Land O' Lakes, Florida, United States. Led by experienced financial advisor Frank Reeves Jr, the institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Frank Reeves Jr: Primerica - Financial Services is dedicated to providing personalized and professional guidance to meet your unique needs. Contact them today to start building a secure financial future.
3632 Land O' Lakes Blvd STE 106-3, Land O' Lakes, FL 34639, United States -
Timothy Sullivan - Prudential Financial
● OpenTimothy Sullivan - Prudential Financial is a reputable finance and insurance agency located at 379 Fennell Boulevard in Lady Lake, Florida, United States. With a strong commitment to helping clients achieve their financial goals, the institution offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. The experienced team at Timothy Sullivan - Prudential Financial provides personalized advice and guidance to help individuals and families secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, you can trust Timothy Sullivan - Prudential Financial to provide expert financial solutions tailored to your specific needs.
379 Fennell Blvd, Lady Lake, FL 32159, United States -
Primerica Financial Services
● ClosedPrimerica Financial Services is an insurance agency located at 801 International Parkway in Lake Mary, Florida, United States. They offer a range of financial products and services to help individuals and families achieve their financial goals. With a focus on providing affordable and accessible insurance options, Primerica is dedicated to helping their clients protect their assets and build a secure financial future. Their knowledgeable and experienced team is committed to providing personalized advice and solutions to meet the unique needs of each client.
801 International Pkwy 5th Floor, Lake Mary, FL 32746, United States -
Fraga Financial Group
● ClosedFraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Fritz Erie: Primerica - Financial Services
● ClosedFritz Erie: Primerica - Financial Services is a reputable finance and insurance agency located at 1665 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Fritz Erie: Primerica is dedicated to providing personalized and comprehensive financial strategies to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
1665 Palm Beach Lakes Blvd B-500 G, West Palm Beach, FL 33401, United States -
Jayssen Labossiere: Primerica - Financial Services
● OpenJayssen Labossiere: Primerica - Financial Services is a finance and insurance agency located at 1665 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. With a focus on providing comprehensive financial services, Jayssen Labossiere and his team at Primerica are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Jayssen Labossiere: Primerica - Financial Services is committed to providing personalized and professional service to meet your needs. Visit them today to start planning for a secure financial future.
1665 Palm Beach Lakes Blvd B-500 B, West Palm Beach, FL 33401, United States -
Jacques Jean-felix: Primerica - Financial Services
● OpenJacques Jean-felix: Primerica - Financial Services is a finance and insurance agency located at 1665 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. With a focus on providing comprehensive financial services, including insurance and investment solutions, the institution is dedicated to helping individuals and families achieve their financial goals. The experienced team at Jacques Jean-felix: Primerica is committed to providing personalized guidance and support to clients, ensuring they receive the best possible financial advice and assistance. Whether you are looking to protect your assets with insurance coverage or plan for the future with investment strategies, Jacques Jean-felix: Primerica is here to help you every step of the way.
1665 Palm Beach Lakes Blvd B-500 A, West Palm Beach, FL 33401, United States -
Smart Financial Community Services LLC
● ClosedSmart Financial Community Services LLC is a finance institution located at 6100 Lake Ellenor Drive in Orlando, Florida, United States. We are dedicated to providing top-notch financial services to the local community, with a focus on smart financial planning and management. Our team of experts is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Smart Financial Community Services LLC is here to help. Visit us today to see how we can assist you in reaching your financial dreams.
6100 Lake Ellenor Dr Suite 217, Orlando, FL 32809, United States -
Lake Nona Notary
● OpenLake Nona Notary is a reputable financial institution located on Reymont Street in Orlando, Florida. Our experienced notaries provide a wide range of services to meet the needs of individuals and businesses in the Lake Nona area. Whether you need documents notarized, loans processed, or financial advice, our friendly and professional staff is here to assist you. Trust Lake Nona Notary for all your financial needs in the heart of sunny Florida.
Reymont Street, Orlando, FL 32827, United States -
King Financial Services
● ClosedKing Financial Services is a reputable finance institution located at 3354 East Gulf to Lake Highway in Inverness, Florida, United States. With a team of experienced financial experts, King Financial Services offers a wide range of financial services including investment advice, retirement planning, tax preparation, and more. Whether you are an individual looking to grow your wealth or a business seeking financial solutions, King Financial Services is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.
3354 E Gulf to Lake Hwy, Inverness, FL 34453, United States -
Baum Financial Services
● ClosedBaum Financial Services is a reputable finance institution located at 940 Lake Shore Drive in The Villages, Florida, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Baum Financial Services offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Baum Financial Services are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
940 Lake Shore Dr, The Villages, FL 32162, United States -
Bauerle Financial Inc
● ClosedBauerle Financial Inc is a reputable finance institution located at 1525 International Parkway in Lake Mary, Florida, United States. With a strong commitment to providing top-quality financial services, Bauerle Financial Inc offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the dedicated team at Bauerle Financial Inc is here to help. Trustworthy, reliable, and experienced, Bauerle Financial Inc is the go-to destination for all your financial needs.
1525 International Pkwy STE 2021, Lake Mary, FL 32746, United States -
Symphony Financial Team
● ClosedSymphony Financial Team is a leading finance institution located at 1525 International Parkway in Lake Mary, Florida, United States. With a team of experienced financial professionals, Symphony Financial Team offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Symphony Financial Team is dedicated to providing personalized solutions tailored to your specific needs. Trust in the expertise of Symphony Financial Team to guide you towards a secure financial future.
1525 International Pkwy STE 4031, Lake Mary, FL 32746, United States -
Christian Financial Resources, Inc.
● ClosedChristian Financial Resources, Inc. is a finance institution located at 1485 International Parkway in Lake Mary, Florida, United States. As a trusted financial resource, they offer a wide range of financial services tailored to meet the unique needs of Christian individuals and organizations. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients achieve their financial goals while upholding Christian values and principles. Whether you are looking for investment opportunities, retirement planning, or assistance with budgeting and debt management, Christian Financial Resources, Inc. is committed to helping you make sound financial decisions that align with your faith.
1485 International Pkwy # 1001, Lake Mary, FL 32746, United States -
Regal Financial Group
● ClosedRegal Financial Group is a renowned finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a reputation for excellence in financial services, Regal Financial Group offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, Regal Financial Group is dedicated to providing top-notch services to help you secure your financial future.
6151 Lake Osprey Dr STE 300, Sarasota, FL 34240, United States -
Murphy Business & Financial Corporation
● ClosedMurphy Business & Financial Corporation is a leading finance and real estate agency located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a team of experienced professionals, they provide expert advice and services in the areas of business transactions, mergers and acquisitions, commercial real estate, and business valuations. Their commitment to excellence and integrity has earned them a reputation as a trusted partner for individuals and businesses looking to navigate the complexities of the financial and real estate markets. Visit Murphy Business & Financial Corporation today to learn how they can help you achieve your financial goals.
6151 Lake Osprey Dr Third Floor, Sarasota, FL 34240, United States -
Colley Financial Services Inc
● ClosedColley Financial Services Inc is a reputable accounting and finance institution located at 505 West Interlake Boulevard in Lake Placid, 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 investment advice, Colley Financial Services Inc is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
505 W Interlake Blvd, Lake Placid, FL 33852, United States -
Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc.
● OpenThomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.
7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907, United States -
Merrill Lynch Financial Advisor William H Merriam
● ClosedMerrill Lynch Financial Advisor William H Merriam is a reputable finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. As a trusted financial advisor, William H Merriam offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor William H Merriam is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Contact them today to start planning for a secure financial future.
4800 E Deer Lake Dr Suite 1a, Jacksonville, FL 32246, United States -
Semak Insurance And Financial Services LLC
● OpenSemak Insurance And Financial Services LLC is a reputable finance institution located at 1125 Lake Shore Drive in West Palm Beach, Florida, United States. We specialize in providing a wide range of insurance and financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Semak Insurance And Financial Services LLC can help you secure your financial future.
1125 Lake Shore Dr APT 102, West Palm Beach, FL 33403, United States -
Dune Lakes Private Wealth Advisors
● OpenDune Lakes Private Wealth Advisors is a finance institution located at 5 Main Street in Rosemary Beach, Florida, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). They are dedicated to providing personalized financial advice and solutions to residents in select states listed above. Please note that securities-related services may not be available to individuals residing in states not listed. For parties residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and comments on Social Media are those of third parties and do not necessarily reflect the views of Dune Lakes Private Wealth Advisors. By clicking on any external links, you are leaving the Wells Fargo website and entering a privately owned website operated by a third-party. Please review the third-party's policies and terms and conditions before proceeding.
5 Main St, Rosemary Beach, FL 32461, United States -
Edward Jones - Financial Advisor: John F Walker, AAMS™
● OpenEdward Jones - Financial Advisor: John F Walker, AAMS™ is a reputable financial institution located at 3879 Southeast Lake Weir Road in Ocala, Florida, United States. John F Walker, a knowledgeable and experienced financial advisor with the Accredited Asset Management Specialist (AAMS™) designation, 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, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, John F Walker and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.
3879 SE Lake Weir Rd, Ocala, FL 34480, United States -
Christopher Nast - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Nast - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1619 West Gulf to Lake Highway in Lecanto, Florida, United States. The institution offers a range of certifications and designations for financial professionals, 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 cover a variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals and small business owners, with a focus on ethical practices and comprehensive knowledge in the field of wealth management.
1619 W Gulf to Lake Hwy, Lecanto, FL 34461, United States
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