TOP 30 Best Insurance and investment services in Sunrise, Florida
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Manny Rivera: Primerica - Financial Services
● OpenManny Rivera: Primerica - Financial Services is a leading finance and insurance agency located at 13798 Northwest 4th Street in Sunrise, Florida, United States. With a focus on helping individuals and families achieve financial independence and security, our dedicated team offers a wide range of services including investment planning, retirement planning, insurance products, and more. We are committed to providing personalized solutions that meet the unique needs and goals of each client. Contact us today to learn how we can help you secure your financial future.
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Sunrise Tax services
● OpenSunrise Tax Services is a comprehensive financial institution located at 2654 North Andrews Avenue in Fort Lauderdale, Florida. Specializing in accounting, finance, insurance, and real estate services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, investment planning, insurance coverage, or property transactions, we are here to help you navigate the complex world of finance. Trust Sunrise Tax Services to provide you with the guidance and support you need to achieve your financial goals.
2654 N Andrews Ave, Fort Lauderdale, FL 33311, United States -
Rupert Brown - State Farm Insurance Agent
● OpenRupert 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.
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EM Insurance and Financial Services Broward
● OpenEM Insurance and Financial Services Broward is a trusted institution located in Sunrise, Florida. We specialize in providing a wide range of financial services, health insurance, and insurance products to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the insurance and financial world. Whether you are looking for health insurance coverage, retirement planning, or investment advice, we are here to help. Visit us at 10500 Northwest 50th Street to learn more about how we can assist you in securing your financial future.
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Farm Bureau Insurance
● OpenFarm Bureau Insurance, located at 1003 Shotgun Road in Sunrise, Florida, is an insurance agency dedicated to serving the community for over 70 years. Our local agents and adjusters are committed to providing the best insurance options for your cars, homes, and families. We offer a range of auto coverage options to meet your needs, as well as protection for your home, which is likely your greatest investment. Our agents are here to assist you with bank loans, mortgage insurance, life insurance, estate planning, and secure banking services. Farm Bureau Insurance values our members and policyholders, treating them like family. In times of uncertainty, such as the current Coronavirus pandemic, we offer options to conduct business virtually through our online account or over the phone with your local agent.
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Eric Kannal - State Farm Insurance Agent
● OpenEric Kannal - State Farm Insurance Agent is a trusted insurance agency located at 480 Sawgrass Corporate Parkway in Sunrise, Florida. Conveniently situated just North of IKEA off 136th Avenue in the Sawgrass Corporate Park, our office is easily accessible for all your insurance needs. Our team is dedicated to providing exceptional service for your car, home, life, and health insurance. Located near the popular Sawgrass Mills Mall, we are committed to helping you protect what matters most to you.
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Pauline Velmie Saint-jean: Primerica - Financial Services
● OpenPauline Velmie Saint-jean: Primerica - Financial Services is a reputable finance and insurance agency located at 4567 North Pine Island Road in Sunrise, Florida, United States. With a strong focus on providing top-notch financial services to individuals and families, the institution is committed to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investments, or insurance needs, Pauline Velmie Saint-jean: Primerica is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. With a team of experienced professionals, clients can trust in the expertise and guidance offered by this trusted institution.
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EVOLVE FINANCIAL SERVICES
● OpenEvolve Financial Services is a leading accounting and finance institution located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management, tax planning, and investment strategies. Whether you are looking for assistance with budgeting, bookkeeping, or retirement planning, we are here to provide personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you evolve your financial future.
7771 W Oakland Park Blvd Suite 155, Sunrise, FL 33351, United States -
Servicarga Sunrise
● OpenServicarga Sunrise is a finance institution located at 2118 North University Drive in Sunrise, Florida, United States. We specialize in providing a wide range of financial services to meet the needs of individuals and businesses in the area. Our experienced team is dedicated to helping our clients achieve their financial goals and providing them with personalized solutions tailored to their specific needs. Whether you need assistance with loans, investments, or any other financial services, Servicarga Sunrise is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
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First American Title Agency Services
● OpenFirst American Title Agency Services is a leading finance and insurance agency located at 13450 West Sunrise Boulevard in Sunrise, Florida. Our team of experienced professionals provides a wide range of title insurance and settlement services to help protect your property investments. With a commitment to excellence and customer satisfaction, we strive to make the closing process as smooth and stress-free as possible. Trust First American Title Agency Services for all your title insurance needs in the Sunrise area.
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W Reed Ellis, Financial Services Professional - New York Life
● OpenW Reed Ellis, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, offers a wide range of financial and insurance services. With permanent policies that include guaranteed death benefits and cash value growth, long-term coverage that can be customized to fit your needs and budget, and the ability to invest your policy's cash value in the market, they provide comprehensive protection for your financial future. Whether you need help with everyday tasks, income replacement in case of illness or injury, or assistance with creating an investment strategy, W Reed Ellis is here to guide you through every step. Their services also include insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement and education. With a focus on personalized solutions and expert guidance, W Reed Ellis is dedicated to helping you achieve your financial goals and protect your family's future.
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Michael Mendes, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenMichael Mendes is a reputable Bankers Life Agent and Bankers Life Securities Financial Representative located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida. As an insurance agency, Michael Mendes offers a wide range of insurance products and financial services to help clients secure their financial future. With years of experience and expertise in the industry, Michael Mendes is dedicated to providing personalized solutions tailored to meet the unique needs of each individual or family. Whether you are looking for life insurance, retirement planning, or investment opportunities, Michael Mendes is committed to helping you achieve your financial goals. Contact Michael Mendes today to schedule a consultation and start planning for a more secure future.
1000 Sawgrass Corporate Pkwy Ste 150, Sunrise, FL 33323, United States -
Jean Bazile, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenJean Bazile, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, United States. Specializing in providing comprehensive insurance and financial services, our team of experts is dedicated to helping clients secure their financial future. With a focus on personalized service and tailored solutions, we strive to exceed our clients' expectations and build long-lasting relationships. Whether you are looking for life insurance, retirement planning, or investment options, Jean Bazile and his team are here to guide you every step of the way.
1000 Sawgrass Corporate Pkwy Ste 150, Sunrise, FL 33323, United StatesAdvertisements -
Luis Ugalde - Insurance Agent & Investment Adviser
● OpenLuis Ugalde - Insurance Agent & Investment Adviser is a reputable finance and insurance agency located at 13789 Northwest 4th Street in Sunrise, Florida, United States. With years of experience in the industry, Luis Ugalde provides expert guidance and personalized solutions to meet the insurance and investment needs of individuals and businesses. Whether you are looking for comprehensive insurance coverage or seeking to grow your wealth through strategic investments, Luis Ugalde is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and secure your financial future.
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Evelyn Tai, Financial Services Professional - New York Life
● OpenEvelyn Tai, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, is dedicated to providing custom-tailored solutions for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other financial needs. With over thirty years of experience, Evelyn Tai is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states. Additionally, as a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Evelyn Tai provides services in several states. Registered Representative of NYLIFE Securities LLC, Evelyn Tai offers securities products and services in specific states. It is important to note that neither Evelyn Tai nor her affiliates provide tax, legal, or accounting advice, and individuals should consult their own professionals for guidance. For more information and to check the background of this investment professional, please contact the office at (954) 958-4246 or visit the website.
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Robert H Petrocelli Jr, Managing Director - Petrocelli Financial Services Llc
● OpenRobert H. Petrocelli Jr, Managing Director of Petrocelli Financial Services LLC, located at 1300 Concord Terrace, Sunrise, Florida, United States, is dedicated to providing comprehensive financial and insurance services. The team at Petrocelli Financial strives to exceed client expectations by offering expert knowledge, personalized service, and ongoing support. With a focus on creating custom financial solutions, the team helps clients protect their assets and plan for a secure future. Robert Petrocelli has been recognized as a Top Financial Security Professional by Forbes, showcasing his commitment to excellence in the industry. Licensed to offer insurance and securities products, Petrocelli Financial Services is a trusted resource for individuals seeking financial guidance. The team at Petrocelli Financial works closely with clients to understand their needs and goals, creating tailored programs to help them achieve financial success. With a dedication to excellence in service since 1979, Petrocelli Financial Services is a reliable partner for all your financial needs.
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UNISOURCE FINANCIAL SERVICES, CORPORATION.
● OpenUNISOURCE FINANCIAL SERVICES, CORPORATION. is a comprehensive financial institution located at 8452 West Oakland Park Boulevard in Sunrise, Florida. We offer a wide range of services including accounting, finance, insurance, and real estate agency. Our team of professionals is dedicated to providing top-notch service and expertise to our clients. Whether you are looking for financial advice, insurance solutions, or assistance with real estate transactions, we are here to help. Visit us today to see how we can assist you in achieving your financial goals.
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New York Life: South Florida General Office
● OpenNew York Life's South Florida General Office is an insurance agency located at 1300 Concord Terrace in Sunrise, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the needs of individuals and families in the South Florida area. We offer a wide range of insurance products, including life insurance, retirement planning, and investment options. With a commitment to integrity and customer service, we strive to help our clients secure their financial future and protect what matters most to them. Contact us today to learn more about how we can help you achieve your financial goals.
Fifth Floor, 1300 Concord Terrace, Sunrise, FL 33323, United States -
Tropical Financial Credit Union
● OpenTropical Financial Credit Union is a trusted financial institution located at 8247 West Sunrise Boulevard in Plantation, Florida. As a credit union, we offer a wide range of financial services to our members, including banking, loans, and investment opportunities. Our convenient location makes it easy for members to access our ATM services and speak with our friendly staff about their financial needs. Whether you're looking to save for the future or need assistance with a loan, Tropical Financial Credit Union is here to help you achieve your financial goals.
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Betty Lauer, Bankers Life Agent
● OpenBetty Lauer, Bankers Life Agent is an insurance agency located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, United States. Specializing in providing insurance solutions from Bankers Life, Betty Lauer offers personalized service and expert advice to help clients protect their financial future. Whether you are looking for life insurance, annuities, long-term care insurance, or retirement planning, Betty Lauer is dedicated to helping you find the right insurance coverage to meet your needs. Contact Betty Lauer, Bankers Life Agent today to schedule a consultation and start securing your financial future.
1000 Sawgrass Corporate Pkwy Ste 150, Sunrise, FL 33323, United States -
Guy Shashaty - Primerica
● OpenGuy Shashaty - Primerica is a finance and insurance agency located in Sunrise, Florida. With a focus on providing financial services and insurance products to individuals and families, this institution is dedicated to helping clients achieve their financial goals and protect their assets. With a convenient location at 13798 Northwest 4th Street, clients can easily access the expertise and resources of Guy Shashaty - Primerica to secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the team at Guy Shashaty - Primerica is committed to providing personalized solutions to meet your needs.
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New York Life: Weissbaum Alan
● OpenNew York Life: Weissbaum Alan is an insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, and guidance for creating an estate plan. They also offer insurance for employees, executives, and business owners, as well as charitable giving and financial support for bereavement, education, and local initiatives. The institution is led by Registered Representative & Insurance Agent Alan I. Weissbaum, who helps clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term strategies, they aim to protect families now and into the future. Their services range from life insurance to financial planning, helping clients navigate life's biggest moments and prepare for retirement. With a diverse and welcoming workplace, New York Life: Weissbaum Alan is recognized as an industry leader in providing financial security and peace of mind for their clients.
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Financial Strategies Group
● OpenThe Financial Strategies Group is a leading finance institution located at 500 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a team of expert financial advisors and consultants, we offer a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, our experienced professionals are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, the Financial Strategies Group is here to help you navigate the complex world of finance with confidence and peace of mind.
500 Sawgrass Corporate Pkwy #100, Sunrise, FL 33325, United States -
Cetera Investors
● OpenCetera Investors is a finance institution located at 13450 West Sunrise Boulevard in Sunrise, Florida, United States. Our team of financial professionals are independent, allowing them to provide personalized guidance and recommendations based on your unique goals. Whether you are planning for retirement or looking to invest tax-smart, we are here to help you navigate the path to financial success. With years of experience serving the community, we are dedicated to helping you achieve a stronger financial future. Our partnership with you is built on trust, clarity, and transparency, as we work together towards greater financial well-being. Contact us today to learn more about how we can help you plan for a brighter tomorrow.
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LaDonna Braidlow, Your Emerald Coast Realtor
● OpenWelcome to LaDonna Braidlow, Your Emerald Coast Realtor, where finding your perfect home is more than just a transaction—it's a journey we embark on together. Nestled in the picturesque Perdido Key, Florida, at 14112 Perdido Key Drive, our realty service is dedicated to making your home-buying experience as seamless and enjoyable as possible. LaDonna Braidlow is passionate about people and real estate, bringing a wealth of knowledge and an unwavering commitment to each client’s unique needs. Whether you're searching for a charming family home, an investment property, or a tranquil retreat near the beach, LaDonna is here to listen, guide, and work tirelessly to match you with a property that feels just right.
14112 Perdido Key Drive, Perdido Key, Florida 32507, United StatesAdvertisements -
Vital Financial Group
● OpenVital Financial Group is a leading accounting, finance, and insurance agency located at 13450 West Sunrise Boulevard in Sunrise, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, investment planning, or insurance coverage, we are here to assist you every step of the way. Trust Vital Financial Group to help you achieve your financial goals and secure your future.
13450 W Sunrise Blvd, Sunrise, FL 33323, United States -
Power Financial Credit Union
● OpenPower Financial Credit Union is a trusted financial institution located at 8850 West Oakland Park Boulevard in Sunrise, Florida, United States. As a member-owned credit union, we are dedicated to providing personalized banking and financial services to our members. Whether you're looking for a savings account, loan, or investment opportunity, our experienced team is here to help you achieve your financial goals. Join us today and experience the power of belonging to a credit union that puts your needs first.
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Sharon Harvey, Bankers Life Agent
● OpenSharon Harvey, Bankers Life Agent is an insurance agency located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, United States. As a Bankers Life Agent, Sharon Harvey specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, Sharon Harvey is dedicated to helping clients find the right insurance solutions to meet their specific needs. Contact Sharon Harvey, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.
1000 Sawgrass Corporate Pkwy Ste 150, Sunrise, FL 33323, United StatesAdvertisements -
Kevaughn McCalla, Bankers Life Agent
● OpenKevaughn McCalla, Bankers Life Agent is an insurance agency located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, United States. Specializing in providing personalized insurance solutions, Kevaughn McCalla offers a range of products and services to meet the unique needs of each client. With a focus on building long-lasting relationships and providing exceptional customer service, Kevaughn McCalla is dedicated to helping individuals and families protect their financial future. Contact them today to learn more about their insurance offerings and how they can help you secure peace of mind.
1000 Sawgrass Corporate Pkwy Ste 150, Sunrise, FL 33323, United States -
Neil Jesani Advisors
● OpenNeil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
Nearby cities:
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- Doral
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- Davie
- Lake Worth Beach
- Pinellas Park
- Panama City Beach
- Orange Park
- Fort Walton Beach
- Lehigh Acres
- Destin
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