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TOP 30 Integrated banking services in Florida
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Merrill Lynch Financial Advisor Bryan P Jacobs
Merrill Lynch Financial Advisor Bryan P Jacobs, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Bryan P Jacobs and his team of investment industry professionals provide personalized wealth plans and access to global investment capabilities. With 12 years of experience in the financial services industry, Bryan P Jacobs specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. As a Merrill advisor, Bryan P Jacobs focuses on your goals and priorities, offering advice and guidance to help you pursue your most important financial objectives. By collaborating with you and adjusting your plan as needed, Bryan P Jacobs helps you manage, grow, and preserve your wealth for the future. Through the Investment Personality Assessment and ongoing conversations, Bryan P Jacobs tailors a financial approach to help you reach your goals, whether it's saving for retirement, buying a home, or funding a child's education. With access to Merrill's investment insights and Bank of America's banking solutions, Bryan P Jacobs helps you make informed decisions as you navigate your financial journey.
Raymond James
Raymond James is a prestigious finance institution located at 1680 Michigan Avenue in Miami Beach, Florida. With a strong presence in the United States, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. Known for their expertise and personalized approach to financial planning, Raymond James is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a reputation for integrity, Raymond James is a trusted partner for individuals and businesses seeking expert financial advice.
Merrill Lynch Financial Advisor Clay C Palmer
Merrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.
BILLFISH Wealth Management
BILLFISH Wealth Management is an independent finance firm located in Bradenton, Florida. Our team, including Registered Representatives Daniel Wood and Ryan Buckle, is dedicated to helping clients pursue their financial goals through personalized guidance and education. We offer a range of services, from retirement planning to legacy planning, all tailored to meet the unique needs of each individual client. At our office on Manatee Avenue West, we provide a welcoming environment for clients to discuss their financial goals over coffee and pastries. Our team is committed to exceeding client expectations and delivering clear, concise approaches to financial management. We believe in a team approach, working closely with clients' tax advisors and attorneys to ensure all aspects of their financial needs are met.
David Sosa - Regions Financial Advisor
David Sosa - Regions Financial Advisor is a trusted institution located at 3516 Main Highway, Miami, Florida, United States. David Sosa, a Financial Advisor in Coconut Grove, FL for Regions Investment Solutions, is dedicated to helping clients meet their immediate and long-term financial goals. With a personalized approach, David will create a comprehensive strategy tailored to your specific needs. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, along with investment advisory services through Regions Investment Management, Inc. As a Registered Investment Adviser, RIM is a wholly owned subsidiary of Regions Bank, providing expert advice and strategies for clients.
Merrill Lynch Financial Advisor Maria Figarola Arazoza
Merrill Lynch Financial Advisor Maria Figarola Arazoza is located at 355 Alhambra Circle, Coral Gables, Florida, United States. The Arazoza Group offers disciplined wealth management strategies and services using the full capabilities of Merrill and resources of Bank of America. They prioritize excellent service tailored to each client's unique investment needs and goals, building personal long-term relationships with clients and their families. Operating on principles of integrity, accountability, and transparency, they provide sound investment advice tailored to clients' needs in an investment universe without boundaries. Their financial planning process begins with understanding clients' goals, values, risk tolerance, time horizon, and liquidity needs. By creating a personalized plan rooted in the complexities of clients' lives, they aim to help clients pursue their financial goals at every stage of life. With convenient account access through MyMerrill®, clients can manage their investments securely and efficiently.
D.A. Davidson
D.A. Davidson is a leading finance institution located at 121 West Forsyth Street in Jacksonville, Florida, United States. With a strong reputation for providing top-notch financial services, D.A. Davidson offers a wide range of solutions to meet the needs of individual and institutional clients alike. From investment banking to wealth management, D.A. Davidson is dedicated to helping clients achieve their financial goals with expertise and integrity. Whether you are looking to grow your portfolio or plan for retirement, D.A. Davidson is committed to delivering personalized service and sound financial advice.
Tess Paez - Morgan Stanley
Tess Paez - Morgan Stanley is a prestigious financial institution located at 50 North Laura Street in Jacksonville, Florida, United States. Specializing in wealth management, investment banking, and financial advisory services, our team of experienced professionals are dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and integrity, we strive to provide personalized solutions and expert guidance to individuals, families, and businesses. Visit us today to discover how we can help you secure a prosperous financial future.
Merrill Lynch Financial Advisor Lynne Boyles Marino
Merrill Lynch Financial Advisor Lynne Boyles Marino is a finance institution located at 3507 Kyoto Gardens Drive in Palm Beach Gardens, Florida, United States. Their goal is to assist individuals and their families with all aspects of their financial lives, focusing on retirement planning, college funding, and long-term care insurance strategies. The institution emphasizes building lifelong relationships with clients and prioritizes integrity, transparency, and excellence in all their services. The team is dedicated to helping clients achieve their financial goals by providing personalized investment strategies and comprehensive financial solutions. By getting to know each client personally, they can tailor a financial approach that reflects their unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can receive guidance on managing, growing, and preserving their wealth for the future. The institution also offers resources and tools to help clients stay on track with their financial goals, adjusting their approach as their life and priorities change. The team at Merrill Lynch Financial Advisor Lynne Boyles Marino is committed to providing exceptional service and support to help clients live their best financial lives.
The Carufe Group - Morgan Stanley
The Carufe Group at Morgan Stanley is a premier financial institution located in Palm Beach, Florida. With a prestigious address at 450 Royal Palm Way, this institution offers a wide range of financial services tailored to meet the needs of high-net-worth individuals, families, and businesses. The team at The Carufe Group is dedicated to providing personalized wealth management solutions, investment strategies, and financial planning services to help clients achieve their financial goals. With a strong reputation for excellence and expertise in the finance industry, The Carufe Group at Morgan Stanley is a trusted partner for those seeking to grow and protect their wealth.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a finance institution located at 110 East Atlantic Avenue in Delray Beach, Florida, United States. Our small team of Financial Professionals caters to both domestic and international private clients and institutions, offering a wide range of financial services such as asset management, retirement planning, corporate cash management, and wealth planning. With a strong reputation for exceptional service over the past decade, we are the only full-service wealth management boutique firm in Delray Beach. We provide personalized guidance tailored to each client's needs, combining the resources of a global investment brand with individualized attention.
Merrill Lynch Private Wealth Advisor Adam Rosenfeld
Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
Marco E Edmiston - Morgan Stanley
Marco E Edmiston - Morgan Stanley is a finance institution located at 100 North Tampa Street in Tampa, Florida, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Marco E Edmiston - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to providing personalized solutions tailored to your individual needs.
Eurostars Langford
Eurostars Langford is a lodging institution located at 121 Southeast 1st Street in Miami, Florida, United States. The institution offers a unique blend of art, design, and style, providing a sophisticated experience for travelers. Housed in a historic Beaux Arts building from 1925 that once served as the Miami National Bank, Eurostars Langford has been completely reinvented to cater to a new generation of sophisticated travelers. The eclectic design of the hotel combines different styles carefully chosen to reflect the history and influences of the hotel over the years. Each floor features an exhibition celebrating the energetic and timeless beauty of Miami and its iconic neighborhoods, making Eurostars Langford more than just a hotel, but a window into the life of a fascinating city.
Mezrah Consulting
Mezrah Consulting is an innovative insurance agency located at 5690 West Cypress Street in Tampa, Florida. We specialize in providing creative solutions for attracting and retaining executive talent, with a focus on Executive Benefits, Executive Compensation, Bank Owned Life Insurance, and Private Clients. Our team works diligently to uncover value and offer unique solutions that others may overlook. Recently, our founder Todd Mezrah was interviewed on ForbesBooksAudio Podcast, showcasing our expertise in the industry. We are also proud supporters of the FEI Tampa Bay Chapter's "Clays For A Cure" Sporting Clays Tournament.
David F Brand - Morgan Stanley
David F. Brand - Morgan Stanley is a renowned finance institution located at 100 North Tampa Street in Tampa, Florida, United States. With a strong reputation for excellence in the financial industry, the institution offers a wide range of services including wealth management, investment banking, and financial advisory. The team at David F. Brand - Morgan Stanley is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
Christopher Upton - Morgan Stanley
Christopher Upton - Morgan Stanley is a prestigious financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in finance, the institution offers a wide range of services to clients, including wealth management, investment banking, and advisory services. The team at Christopher Upton - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to meet the individual needs of each client. With a commitment to integrity and professionalism, this institution is a trusted partner for individuals and businesses looking to achieve their financial goals.
Alonso Domingo CPA
Alonso Domingo CPA is a reputable accounting and finance institution located at 5805 Waterford District Drive in Miami, Florida, United States. Specializing in international and domestic tax planning and compliance, business consulting, and client accounting services, Alonso Domingo caters to individuals and businesses in various industries such as real estate, hospitality, transportation, and investment companies. With a diverse client base including high-net-worth individuals and closely held businesses operating both in the U.S and abroad, Alonso Domingo ensures that every client receives personalized attention and top-notch service. He is dedicated to being available to clients seeking solutions at all times and takes pride in being a valued member of the Miami banking community. Alonso Domingo holds a Bachelor's degree from the University of Puerto Rico at Rio Piedras and a Master's degree from the University of Puerto Rico at Mayagüez. As a member of PrimeGlobal, a global association of independent accounting firms and business advisors, Alonso Domingo is committed to providing expert financial services to clients while upholding the highest standards of professionalism and integrity. Please note that PrimeGlobal does not offer professional services directly to clients, and each member firm operates independently as a separate legal entity.
Migrants Foundation Inc.
Migrants Foundation Inc. is a non-profit organization located at 1915 North Howard Avenue, Tampa, Florida, United States. We provide assistance with immigration services, including payments for USCIS and legal fees. Our services are valid until October 31, 2023. In order to apply for our services, applicants must provide various documents such as a copy of their passport, proof of presence in the United States before July 31, 2023, proof of address, bank statements, and more. We also offer translation services for birth certificates. Appointments must be scheduled with our legal assistant, Mrs. Amalia, in order to ensure prompt and quality service. Please do not send scanned documents via email, all documents must be delivered in person. We prioritize appointments and document submission through physical delivery for efficiency and accuracy in processing immigration cases.
MIDFLORIDA Credit Union - Plant City Branch
MIDFLORIDA Credit Union - Plant City Branch is a convenient and reliable financial institution located at 2903 James L Redman Parkway in Plant City, Florida. Offering a range of financial services including ATM access, this branch is dedicated to providing top-notch customer service and helping members with all of their banking needs. Whether you're looking to open a savings account, apply for a loan, or simply withdraw cash, MIDFLORIDA Credit Union is here to serve the Plant City community with excellence and integrity. Visit us today to experience the benefits of banking with a trusted credit union.
Quick Check E-Commerce Solutions
Quick Check E-Commerce Solutions is a financial institution located at 9270 University Parkway in Pensacola, Florida, United States. Specializing in ATM, banking, and finance services, our cloud-based enterprise software, Profituity, is designed to facilitate ACH transactions in full regulatory compliance. Our platform is tailored to meet the needs of third-party ACH payment processors and high-volume originators, allowing for confident sales opportunities and reduced operational burdens. With the ability to upload batch payment files in various formats and automate the representment process for returned payments, our software streamlines processing and collections. Our architecture is built for growth and interoperability, utilizing the latest in cloud-based technology for continuous innovation. Integration with ERP software, mobile apps, and SaaS solutions is seamless with our robust API. Experience the efficiency and affordability of our services with results in 30 days or less.
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