Insurance advisors and consultants in Lake City, Florida
125 results found
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URS Insurance
● ClosedURS Insurance is a leading finance and insurance agency located at 2247 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. With a strong commitment to providing top-quality insurance products and personalized service, URS Insurance offers a wide range of insurance options to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the best coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, URS Insurance is here to help you protect what matters most. Contact them today to learn more about their services and how they can help you secure your financial future.
2247 Palm Beach Lakes Blvd STE 106, West Palm Beach, FL 33409, United States -
WEC Insurance Services
● ClosedWEC Insurance Services is a leading insurance agency located at 5700 Lake Worth Road in Greenacres, Florida, United States. With a team of experienced professionals, we offer a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best price. Our commitment to exceptional customer service and personalized solutions sets us apart from the rest. Contact us today to learn more about how we can protect what matters most to you.
5700 Lake Worth Rd # 307, Greenacres, FL 33463, United States -
Rupert Brown - State Farm Insurance Agent
● ClosedRupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
17 N State Rd 7, Plantation, FL 33317, United States -
Ashley Lane - State Farm Insurance Agent
● ClosedAshley Lane - State Farm Insurance Agent is located at 2525 Embassy Lakes Dr S in Cooper City, Florida. Situated in the Embassy Lakes Prof. Plaza, our agency serves the Embassy Lakes neighborhood, conveniently located off Sheridan onto Embassy Dr. Our team is dedicated to helping individuals manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services, including life insurance, annuities, and deposit products through U.S. Bank National Association. We also provide credit card services through U.S. Bank National Association, licensed by Visa U.S.A. Inc. Please note that State Farm VP Management Corp. is a separate entity from the banking and insurance products provided by State Farm entities. For assistance with our website or any inquiries, please call (954) 889-3744. Remember, neither State Farm nor its agents provide tax or legal advice, so it's best to consult a professional advisor for personalized guidance.
2525 Embassy Lakes Dr S # 7, Cooper City, FL 33026, United States -
State Insurance Advisors
● ClosedState Insurance Advisors is a reputable insurance agency located at 6171 Miami Lakes Drive in Hialeah, Florida. With a team of experienced advisors, we provide comprehensive insurance solutions tailored to meet the individual needs of our clients. Whether you are looking for auto, home, life, or business insurance, our experts are here to help you navigate through the complexities of the insurance industry and find the best coverage options for you. Trust State Insurance Advisors to protect what matters most to you.
6171 Miami Lakes Dr, Hialeah, FL 33014, United States -
REAP | Retirement & Estate Advisors & Professionals
● ClosedREAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United States -
Robo Advisor
● ClosedRobo Advisor is a cutting-edge finance and insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our institution utilizes advanced technology and algorithms to provide personalized investment advice and insurance recommendations to our clients. With a team of experienced financial experts and insurance professionals, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investments or safeguard your future with comprehensive insurance coverage, Robo Advisor is here to provide you with innovative solutions tailored to your unique needs. Visit us today to experience the future of financial planning and insurance services.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Collaborative Wealth of Lake Nona
● ClosedCollaborative Wealth of Lake Nona is a finance and insurance agency located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Our dedicated Wealth Advisor, Brenton, specializes in creating comprehensive financial strategies and wealth preservation for individuals, including physicians, government employees, and small businesses. With a focus on guiding clients through the phases of wealth accumulation, consolidation, and distribution, Brenton brings a wealth of experience to our team. Prior to joining Collaborative Wealth, Brenton served as a financial advisor with Securian Financial Services and as a member of the U.S. Marine Corps, where he was deployed to Afghanistan and Iraq in support of Operation Enduring and Iraqi Freedom. His military service was recognized with several prestigious medals and ribbons. Brenton holds a Bachelor of Science in Business Administration in Finance from the University of Central Florida. At Collaborative Wealth of Lake Nona, we offer a range of services including investment advisory, risk management, charitable trusts and estate planning, insurance, and group benefits. Our team is committed to providing personalized financial solutions to help our clients achieve their goals. We are registered with the SEC as an Investment Advisor, and Brenton is a CERTIFIED FINANCIAL PLANNER™ with licenses in Series 66, Life, Health, and Variable Annuity. Contact us today to learn more about how we can help you secure your financial future.
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827, United States -
HBKS Wealth Advisors
● ClosedHBKS Wealth Advisors is a premier finance and insurance agency located at 8010 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of experienced professionals, we provide comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to retirement strategies, our goal is to help individuals and families achieve their financial goals and secure their future. Trust HBKS Wealth Advisors to provide expert guidance and personalized solutions for all your financial needs.
8010 Summerlin Lakes Dr # 200, Fort Myers, FL 33907, United States -
Merrill Lynch Financial Advisor Jesse Anderson
● ClosedMerrill Lynch Financial Advisor Jesse Anderson is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, our team is dedicated to helping clients achieve the lives they desire. We offer a wide range of brokerage, investment advisory, and other services, but please note that investing involves risk and there is always a potential for loss. Our advisors do not provide legal, tax, or accounting advice, so it's important to consult with your own advisors before making financial decisions. We are committed to providing you with information about products and services that may interest you, and we strive to help you navigate the complexities of financial planning. Trust and fiduciary services are provided by Bank of America Private Bank, while insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Our goal is to help you achieve your financial goals and secure your future.
250 International Pkwy, Lake Mary, FL 32746, United States -
B&J CONSULTING GROUP, LLC
● ClosedB&J Consulting Group, LLC is a professional accounting, finance, and insurance agency located at 1650 Sand Lake Road in Orlando, Florida. Our team of experienced consultants provides comprehensive financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or insurance coverage, B&J Consulting Group, LLC is here to assist you every step of the way. Trust us to provide expert guidance and personalized solutions to meet your financial needs.
1650 Sand Lake Rd Ste 225, Orlando, FL 32809, 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: Ron Francis III, ChFC®|WMCP®
● ClosedEdward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP® is a reputable financial institution located at 2619 East Gulf to Lake Highway in Inverness, Florida, United States. Specializing in finance, this institution offers personalized financial planning services to help individuals and families achieve their financial goals. With Ron Francis III, a Chartered Financial Consultant (ChFC®) and Wealth Management Certified Professional (WMCP®) at the helm, clients can expect expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones is committed to providing top-notch service and support to help you succeed.
2619 E Gulf to Lake Hwy A2, Inverness, FL 34453, United States -
Michael W Kane - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael W Kane is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 International Parkway in Lake Mary, Florida, United States. He 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Michael W Kane is dedicated to providing comprehensive financial advice and services to his clients, including individuals, retirees, small business owners, and high net worth clients.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, United States -
Zeina Robinson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenZeina Robinson is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Zeina holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Zeina's expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Zeina also specializes in working with domestic partners and individuals with special needs. As a Chartered Financial Consultant and Certified Kingdom Advisor, Zeina is committed to providing biblically wise financial advice and comprehensive financial planning services. With a focus on client education and support, Zeina Robinson is dedicated to helping clients achieve their financial goals and secure their financial future.
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827, United States -
Jerry Billett, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedJerry Billett is a reputable Bankers Life Agent and Bankers Life Securities Financial Representative located at 20 Lake Wire Drive in Lakeland, Florida. As an insurance agency, Jerry Billett offers a wide range of insurance products and financial services to help clients protect their assets and plan for their future. With years of experience and a commitment to personalized service, Jerry Billett is dedicated to helping individuals and families achieve their financial goals. Visit their office today to learn more about their offerings and how they can assist you in securing your financial future.
20 Lake Wire Dr Ste 100, Lakeland, FL 33815, United States -
Mark Galaini - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Galaini is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3900 Woodlake Boulevard in Lake Worth Beach, Florida, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Mark Galaini offers background and qualification information available on FINRA's BrokerCheck website, as well as the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Discover what is driving the positive backdrop for stock prices and explore whether the current bull market rally will extend further into 2024. If you have common retirement questions such as concerns about having enough money for your whole retirement, the impact of market fluctuations on your income, and the potential effects of inflation on your retirement income, visit the Retirement InteractiveSM tool to delve into important issues that could affect your retirement income.
3900 Woodlake Blvd STE 214, Lake Worth Beach, FL 33463, United States -
The Wheeler Agency, Inc.
● ClosedThe Wheeler Agency, Inc. is a reputable insurance agency located at 622 Southwest Main Boulevard in Lake City, Florida, United States. With a team of experienced and knowledgeable insurance professionals, they offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Whether you are looking for auto, home, life, or commercial insurance, The Wheeler Agency, Inc. is dedicated to providing personalized solutions and exceptional customer service. Contact them today to discuss your insurance needs and receive a customized quote.
622 SW Main Blvd, Lake City, FL 32025, United States -
First Commerce Credit Union
● ClosedFirst Commerce Credit Union is a trusted financial institution located at 2073 Summit Lake Drive in Tallahassee, Florida. Offering a wide range of financial services including ATM access, insurance, and various finance options, First Commerce Credit Union is dedicated to helping members achieve their financial goals. With a commitment to providing excellent customer service and personalized financial solutions, this credit union is a valuable resource for individuals and families in the Tallahassee area.
2073 Summit Lake Dr #100, Tallahassee, FL 32317, 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 -
Meridian Financial Services
● ClosedMeridian Financial Services is a finance and insurance agency located at 3585 East Gulf to Lake Highway in Inverness, Florida, United States. The institution offers a range of financial services and products, including securities through Kovack Securities, Inc. Member FINRA/SIPC. Advisory services are provided through Kovack Advisors, Inc., a SEC registered investment advisory firm. Michael S. Haddigan is the registered professional at Meridian Financial Services and may only conduct business with residents of certain states and jurisdictions. The institution also provides access to calculators and informative videos on their website. Please note that Meridian Financial Services, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Links to external sites are provided as a courtesy and do not imply endorsement by Kovack Securities, Inc. or Kovack Advisors, Inc. For more information, you can check the background of Michael Haddigan, the investment professional at Meridian Financial Services.
3585 E Gulf to Lake Hwy, Inverness, FL 34453, United States -
eBenefitsByDesign.com
● ClosedeBenefitsByDesign.com is a finance, health, and insurance agency located at 5322 Land O' Lakes Boulevard in Land O' Lakes, Florida, United States. Our institution specializes in providing comprehensive benefits packages tailored to meet the unique needs of individuals and businesses. With a team of experienced professionals, we offer a wide range of insurance options, including health, life, and disability coverage, to ensure our clients are protected in every aspect of their lives. Whether you are looking for personal insurance solutions or group benefits for your employees, eBenefitsByDesign.com is committed to helping you find the right plan for your needs. Contact us today to learn more about how we can help you secure your financial future and protect your health and well-being.
5322 Land O' Lakes Blvd, Land O' Lakes, FL 34639, 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 -
Unlimited Employee Benefit Service Center (UEBSC)
● ClosedThe Unlimited Employee Benefit Service Center (UEBSC) is a leading health and insurance agency located in Lake Mary, Florida. Our dedicated team of professionals is committed to providing top-notch service and support to all of our clients. From comprehensive health insurance plans to personalized employee benefit packages, UEBSC is here to meet all of your insurance needs. Visit us at 100 Colonial Center Parkway to learn more about how we can help you and your employees stay healthy and protected.
100 Colonial Center Pkwy #140, Lake Mary, FL 32746, United States -
State Farm: Warren Middleton
● ClosedState Farm: Warren Middleton is an insurance agency located at 6282 Lake Osprey Drive in Sarasota, Florida. Conveniently situated on the east side of I-75 and University Parkway, across from Publix, this office serves Sarasota, Lakewood, and Bradenton with a focus on resident relocations to Sarasota County. Warren Middleton has been a State Farm Agent since 2008 and is deeply involved in the Sarasota community, supporting organizations such as the Boys and Girls Club and Suncoast Charities for Children. The agency offers a range of insurance services including Auto, Homeowners, Renters, Life, and Commercial Insurance. For a free insurance quote, contact the friendly team of licensed Insurance Professionals at State Farm: Warren Middleton today. Remember to avoid the dangers of drinking and driving, as well as distractions such as texting while driving. Separate your business funds and consult with a tax or legal advisor for personalized advice. Life Insurance and annuities are issued by State Farm Life Insurance Company, with deposit products offered by U.S. Bank National Association. State Farm VP Management Corp. is a separate entity providing banking and insurance products.
6282 Lake Osprey Dr, Sarasota, FL 34240, United States -
Retallick Financial Group
● ClosedRetallick Financial Group, located at 27911 Crown Lake Boulevard in Bonita Springs, Florida, is a trusted institution offering a range of services including accounting, finance, health, and insurance. Led by Don Retallick, the team at Retallick Financial Group is dedicated to helping clients achieve their long-term financial goals through the use of insurance products. They believe in honesty, integrity, and simplifying the complexities of retirement planning. Their seminars, held at upscale restaurants, provide clients with gourmet meals while offering valuable information on retirement in today's volatile climate. With a focus on protecting principal, providing a reasonable rate of return, and keeping things simple, Retallick Financial Group ensures that clients can retire well and enjoy the fruits of their labor.
27911 Crown Lake Blvd #247, Bonita Springs, FL 34135, United States -
The Perry Group Inc - Employee Benefits Specialist
● ClosedThe Perry Group Inc - Employee Benefits Specialist is a reputable insurance agency located at 1650 West Sand Lake Road in Orlando, Florida, United States. Specializing in employee benefits, they provide comprehensive insurance solutions to businesses of all sizes. With a team of experienced professionals, they offer personalized service and tailored insurance packages to meet the unique needs of each client. Whether it's health insurance, retirement plans, or other employee benefits, The Perry Group Inc is committed to helping businesses protect their most valuable asset - their employees.
1650 W Sand Lake Rd #201, Orlando, FL 32809, United States -
Integrity Financial Group
● ClosedIntegrity Financial Group, located at 12301 Lake Underhill Road in Orlando, Florida, is a trusted finance and insurance agency dedicated to providing personalized financial solutions to individuals and businesses. With a commitment to integrity and transparency, our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Integrity Financial Group is here to help you achieve your goals with honesty and reliability. Contact us today to schedule a consultation and take the first step towards a secure financial future.
12301 Lake Underhill Rd #213, Orlando, FL 32828, United States -
SEGUROS EL TRIUNFO
● ClosedSEGUROS EL TRIUNFO is a trusted insurance agency located at 4481 Lake Worth Road in Lake Worth Beach, Florida. With a focus on providing reliable and comprehensive insurance coverage, they strive to help their clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, SEGUROS EL TRIUNFO offers personalized solutions tailored to your specific needs. Their team of experienced agents is committed to delivering exceptional customer service and ensuring that you have peace of mind knowing you are properly covered. Contact SEGUROS EL TRIUNFO today to discuss your insurance options and start safeguarding your future.
Insurance Agency, 4481 Lake Worth Rd, Lake Worth Beach, FL 33461, United States -
Fernando Torres: Primerica - Financial Services
● OpenFernando Torres: Primerica - Financial Services is a reputable finance and insurance agency located at 14411 Commerce Way in Miami Lakes, Florida, United States. With a focus on providing top-notch financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, Fernando Torres: Primerica is dedicated to helping clients secure their financial future. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.
14411 Commerce Way OFIC 230, Miami Lakes, FL 33016, United States
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