TOP 30 Insurance consultants in Lake Mary, Florida

43 results found

Merrill 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.

Michael 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.

Lincoln Financial Group is a financial institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Specializing in financial services and products, Lincoln Financial Group offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, the experts at Lincoln Financial Group are dedicated to providing personalized and comprehensive financial guidance. Visit their ATM location today to access convenient banking services and start building a secure financial future.

Rutledge Advisory Group Inc is a reputable finance institution located at 400 International Parkway in Lake Mary, Florida, United States. With a team of experienced financial advisors, Rutledge Advisory Group Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, the institution provides personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Rutledge Advisory Group Inc is a trusted partner for all your financial needs.

Alan Smith Financial is a reputable financial institution located at 123 Shealey Road in Lake Mary, Florida, United States. With a team of experienced financial advisors, we are dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or wealth management services, our professionals are here to provide personalized solutions tailored to your unique needs. Trust Alan Smith Financial to guide you towards financial success and peace of mind.

Johnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.

BNY Mellon | Pershing is a leading finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution is known for its innovative approach to technology, with top tech leaders discussing topics such as AI, tech stacks, and changing technology trends. Managing Director Ben Harrison offers strategies to help RIAs elevate their firms, while Prime Services’ Lisa Lewin discusses the positive momentum of including women in senior roles. Chief Product Officer Sareena Dalla Brookshire sets ambitious priorities for 2024, and the institution's Tax Guide is a valuable resource for investors and tax professionals. BNY Mellon | Pershing focuses on delivering more than just insurance and investment products, targeting higher net-worth clients and changing the perception of traditional advisor relationships. The institution also provides resources on business continuity, financial statements, money market funds, and cookie notices.

First Summit Financial is a leading insurance agency located at 100 Colonial Center Parkway in Lake Mary, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. At First Summit Financial, we strive to build long-lasting relationships with our clients by delivering exceptional service and expert advice. Contact us today to learn more about how we can protect what matters most to you.

British Heritage Handyman Services is a trusted general contractor located at 2170 Markham Woods Road in Longwood, Florida. Owned and operated by Richard Parkinson, with over 30 years of experience in the industry, we are fully insured and committed to providing superior work at competitive prices. Trust us with your repairs, as we have been voted Neighborhood Favorite for 2021, 2022, and 2023. We believe in customer satisfaction and work closely with you to ensure the success of your project. Whether it's a small repair or a larger renovation, every job receives our outstanding craftsmanship and attention to detail. Our goal is to provide you with a great experience that you would recommend to friends and family.

Shirin Gandhi is a reputable health institution located at 100 International Parkway in Lake Mary, Florida, United States. Specializing in pharmacy services, this institution offers a wide range of medical products and supplies to meet the needs of its customers. With a focus on providing quality care and excellent customer service, Shirin Gandhi is a trusted destination for all your health and wellness needs. Visit their store today to experience top-notch healthcare services in a welcoming environment.

Susan Balkaran, BS is a health and pharmacy institution located at 100 Technology Park in Lake Mary, Florida, United States. This establishment offers a wide range of pharmaceutical products and services to cater to the healthcare needs of the community. With a focus on providing quality care and personalized service, Susan Balkaran, BS is committed to promoting health and wellness for all its customers. Whether you are in need of medication, medical supplies, or healthcare advice, you can trust Susan Balkaran, BS to meet your needs with professionalism and expertise.

Welcome to Affordable Dentures & Implants, your local dental care provider in Lake Mary, FL. Conveniently located at 890 S Sun Dr, we are committed to offering quality dental solutions that won't break the bank. As part of the nation's largest provider network for dentures and implants, we pride ourselves on delivering personalized care with a focus on affordability and convenience. At Affordable Dentures & Implants, we understand the importance of a confident smile. That's why we offer a range of services, including dental implants, full and partial dentures, and tooth extractions—all performed with the utmost care and precision. Our on-site dental lab allows us to fabricate new dentures and perform repairs and relines, often with same-day service.

Welcome to Florida Health Care Plans - Laboratory, your trusted partner in comprehensive health care services located at 707 Platinum Point, Lake Mary, FL 32746. We are dedicated to providing exceptional health care solutions tailored to meet your needs. At Florida Health Care Plans, we strive to make health care accessible and convenient for our members. Our services include guidance on creating your member portal, printing temporary ID cards, making payments, and selecting a primary care physician. We offer valuable information to help you decide when to visit your primary care physician, have a virtual consultation with a Doctor on Demand, go to an extended hours care center, or seek emergency room services.