Investment and retirement planning in Florida

Welcome to Dan O'Dowd - Financial Advisor at Ameriprise Financial Services, LLC, located at 12330 Tamiami Trail East, Naples, Florida 34113. As a dedicated financial advisor, Dan O'Dowd is committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making a significant purchase such as a second home. At Dan O'Dowd's practice, we start by focusing on what matters most to you. Through personalized investment, asset allocation, and portfolio recommendations, we tailor our services to align with your individual goals and risk tolerance. Our process involves documenting your objectives, meeting regularly to review and analyze your progress, and adjusting your strategy as life evolves. You will have secure access to your investments and accounts from any device, allowing you to track your progress and share information safely.

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

tradition of excellence and commitment to community safety. Under Chief Parks' leadership, Dunedin Fire Rescue has seen numerous advancements, including the modernization of equipment and the enhancement of training programs for firefighters and paramedics. The department has also increased its focus on community engagement and public education initiatives, aiming to foster a culture of safety and preparedness among residents. Dunedin Fire Rescue is proud to serve the community with a dedicated team of skilled professionals who are committed to protecting life, property, and the environment. Our department is equipped with state-of-the-art firefighting and rescue apparatus, ensuring rapid and effective response to emergencies. We are also deeply involved in disaster preparedness efforts, working closely with local agencies to coordinate responses to both natural and man-made disasters.

Welcome to Roberts & Roberts Brokerage, your trusted partner in financial solutions and services, conveniently located at 2401 Executive Plaza Road, Pensacola, Florida. As a leading finance and brokerage firm, we specialize in providing comprehensive financial planning, investment advisory, and brokerage services tailored to meet the unique needs of each client. Our experienced team is dedicated to helping you navigate the complexities of the financial world with confidence and ease. At Roberts & Roberts Brokerage, we pride ourselves on offering personalized service and expert guidance to help you achieve your financial goals. Whether you're planning for retirement, looking to invest, or need assistance with wealth management, our knowledgeable advisors are here to support you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.

Welcome to LMD Accounting & Tax Services, Inc. Located in the heart of Clearwater, Florida, at 2430 Estancia Boulevard, LMD Accounting & Tax Services, Inc. is your trusted partner for all your accounting and financial needs. With a commitment to providing personalized and professional services, we cater to individuals and businesses alike, ensuring your financial peace of mind.

Welcome to Walters & Associates, CPAs, your trusted partner in accounting and financial services, located at 5858 Central Avenue, St. Petersburg, Florida. We are a team of dedicated professionals committed to reinventing your business success through personalized tax guidance and strategic financial solutions. Our refreshing approach to tax-based accounting ensures that your financial goals are met with precision and care. At Walters & Associates, we understand the complexities of the financial landscape and offer a comprehensive range of services to simplify your business operations. Our expertise in audit maximization, financial control analysis, and business performance ensures you receive the highest return on investment. With over 500 financial projections submitted to AHCA without denials, our track record speaks for itself.

Welcome to Halcyon Tax Advisors, your premier destination for expert tax preparation and financial consulting in North Fort Myers, Florida. Conveniently located at 3444 Marinatown Lane, our dedicated team of experienced tax preparers is committed to providing you with accurate, timely, and stress-free tax services. We specialize in maximizing your returns while ensuring compliance with the latest tax laws and regulations. At Halcyon Tax Advisors, we understand that navigating the complexities of tax filing can be daunting. That's why we offer personalized consultations to tailor our services to your unique financial needs and goals. Whether you're an individual seeking assistance with annual tax returns or a business owner in need of comprehensive financial advice, we are here to help.

Welcome to Roilte by D'Zygn, your trusted partner in finance and postal services, conveniently located in Clearwater, Florida. Situated at 4600 140th Avenue North, we are dedicated to providing our community with exceptional financial solutions and comprehensive postal services. At Roilte by D'Zygn, we understand the importance of managing your finances with ease and efficiency. Our team of experienced professionals is here to offer personalized financial advice and support, tailored to meet your unique needs. Whether you're looking for investment guidance, retirement planning, or assistance with everyday banking tasks, we are committed to helping you achieve your financial goals.

Welcome to Northwestern Mutual: Lovoy Bud, your trusted partner for comprehensive financial planning and insurance solutions located at 108 S Palafox St, Pensacola, FL 32502. At our insurance agency, we believe that better conversations lead to better outcomes. Our holistic approach to financial planning uncovers opportunities and addresses potential blind spots, ensuring that your financial journey is as smooth as possible. You've worked hard to build your future, and we are here to protect it. Our advisors are dedicated to understanding what matters most to you, crafting personalized plans that safeguard your goals against the unexpected. With insurance tailored to your needs, we ensure that you remain on track, regardless of life's uncertainties.

Welcome to Duy Nguyen, Bankers Life Agent, your trusted partner in Pensacola, FL, for all your insurance needs. Conveniently located at 945 W Michigan Ave Ste 4B, our agency is committed to providing personalized insurance solutions tailored to meet the unique needs of our clients. With a focus on building lasting relationships, we strive to offer clarity and peace of mind through comprehensive insurance products and services. Our team is part of a larger network of experienced professionals, including numerous skilled insurance sales representatives and financial advisors, primarily based in San Diego, CA. This extensive expertise allows us to deliver a wide range of insurance products, from life and health insurance to retirement planning and more.

Welcome to Modern Woodmen of America, Northwest FL Regional Office, your trusted partner in financial planning and insurance solutions. Conveniently located at 759 E 10 Mile Rd Suite A, Pensacola, FL 32514, our office is dedicated to serving the financial and insurance needs of the local community. At Modern Woodmen of America, we understand that each individual and family has unique goals and challenges. Our team of experienced professionals is committed to providing personalized guidance and tailored solutions to help you achieve financial security and peace of mind. Whether you're looking to plan for retirement, secure life insurance, or explore investment opportunities, we are here to assist you every step of the way.

Welcome to Joe Gibbons with Lipply Real Estate, your trusted partner in navigating the Tampa Bay real estate market. Located at 3302 U.S. 19 Alternate, Palm Harbor, Florida, Joe Gibbons brings a wealth of experience and a dedication to customer satisfaction that is second to none. As a licensed real estate professional in the State of Florida, Joe is committed to providing the highest standards of service to both buyers and sellers. Joe Gibbons is renowned for his patience, no-pressure approach, and willingness to go the extra mile for his clients. His dedication to understanding your needs ensures that your real estate journey is smooth and relaxed. Joe's expertise in analyzing market trends in Clearwater, St. Pete, and the broader Tampa Bay area positions his clients to secure the best deals in this competitive market. Whether you're a growing family, a young professional, or a retiree, Joe is here to help you find the perfect home.

Welcome to The Kohan Group at RE/MAX Metro, your premier real estate agency located at 153 107th Avenue, Treasure Island, Florida. Nestled in the heart of the Tampa Bay area, we specialize in helping you find your dream home amidst the stunning locales of Treasure Island and beyond. Whether you're searching for a luxury waterfront property, a cozy beach bungalow, or a family-friendly home, our extensive listings cater to a diverse range of needs and budgets. Our team of experienced real estate professionals is dedicated to providing personalized service, ensuring your home-buying experience is seamless and enjoyable. With an intimate knowledge of the local market, we offer expert guidance on properties in Seminole, Clearwater, St. Petersburg, and other vibrant communities throughout Pinellas and Hillsborough counties.

Welcome to Walter Group Real Estate - Longboat Key Realtors, where over 22 years of expertise and a personalized approach have established us as Longboat Key's premier local real estate agency. Located at 440 Gulf of Mexico Drive, Longboat Key, Florida, we are your trusted partners in navigating the vibrant local real estate market. Janet and Steve Walter bring a wealth of local knowledge and a deep understanding of Longboat Key and its surrounding areas. Their commitment to providing personalized service and expert guidance ensures a smooth, stress-free experience whether you're buying or selling a property.

Welcome to CapeCoralLots.com, your premier real estate agency located at 1222 Southeast 47th Street, Cape Coral, Florida 33904. Are you ready for a new adventure and a place to call home? Look no further than the vibrant and growing city of Cape Coral, Florida. Whether you're dreaming of building your ideal beachside retreat or seeking a fresh start in the Southwest Florida area, Cape Coral offers a diverse range of lots for sale that cater to every lifestyle and aspiration. Nestled alongside the breathtaking Gulf of Mexico, Cape Coral is a beachside oasis that attracts those yearning for the serene beauty of the ocean. Imagine waking up to the sound of waves and enjoying the coastal lifestyle every day. For those who appreciate the beach but prefer a bit more distance, Cape Coral provides a variety of lots throughout the city to fulfill your vision.

Welcome to Estero Homes For Sale, your premier real estate agency located in the heart of Estero, Florida. Situated at 20352 Ardore Lane, Estero, FL 33928, our dedicated team of real estate professionals is committed to helping you navigate the vibrant Estero real estate market with ease and expertise. As the #1 real estate agents in Estero, we specialize in finding the perfect single-family homes for our clients, whether you're a first-time homebuyer, looking to downsize, or seeking a luxurious vacation retreat. Our extensive knowledge of the local market ensures that we can offer personalized guidance tailored to your specific needs and preferences.

Welcome to Thomas Vinzant - Modern Woodmen of America, your trusted partner in financial planning and insurance solutions, located conveniently at 759 E 10 Mile Rd Suite A, Pensacola, FL 32514. We are dedicated to helping individuals and families achieve financial security and peace of mind through personalized service and expert advice. At Thomas Vinzant - Modern Woodmen of America, we understand that every client has unique financial goals and challenges. Our experienced team is committed to providing tailored solutions that meet your specific needs, whether you're planning for retirement, securing your family's future, or investing in your dreams. We offer a comprehensive range of services, including life insurance, retirement planning, and investment strategies, all designed to help you build and protect your wealth.

Welcome to Therapy Partner Solutions, your trusted partner in delivering exceptional therapy services across the full continuum of care. Located at 6 North 2nd Street, Fernandina Beach, Florida, we are a family of therapy-centric companies dedicated to providing comprehensive solutions tailored to your unique clinical and market needs. At Therapy Partner Solutions, we understand the challenges you face because we've been there ourselves. Our team comprises seasoned therapists and industry experts committed to creating the highest quality patient outcomes and superior business performance results. Whether you operate a hospital, health system, home health organization, or private practice outpatient clinic, our therapy-focused companies are here to ensure your business delivers top-notch care while optimizing your return on investment.

Welcome to Chipley Financial Services Inc., your trusted partner in financial solutions located in the heart of Chipley, Florida. Situated at 1391 Brickyard Road, our firm is dedicated to providing personalized and comprehensive financial services to meet the diverse needs of our community. At Chipley Financial Services Inc., we pride ourselves on our commitment to excellence and integrity. Our team of experienced professionals is here to offer expert guidance in various financial areas including investment management, retirement planning, tax strategies, and estate planning. We understand that every client has unique financial goals, which is why we take the time to understand your specific situation and tailor our services accordingly.

Welcome to Southern Financial Group, your trusted partner in financial success, located conveniently at 934 Main Street, Chipley, Florida. As a leading financial service provider, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and ease. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement planning, and tax advisory. At Southern Financial Group, we pride ourselves on our personalized approach, ensuring that each client receives tailored solutions that align with their unique needs and aspirations. Whether you're planning for the future, managing your wealth, or seeking sound financial advice, we're here to guide you every step of the way. Visit us today and discover the difference that expert financial guidance can make.

Welcome to ING Financial Partners, your trusted financial advisor located in the heart of Chipley, Florida. Situated at 1378 North Railroad Avenue, our firm is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. At ING Financial Partners, we understand that financial planning is a journey, and we are committed to guiding you every step of the way. Our team of experienced professionals offers a wide range of services, including retirement planning, investment management, tax strategies, and estate planning. We pride ourselves on our client-focused approach, ensuring that each financial plan is tailored to align with your individual goals and aspirations.

Welcome to Ben Welter, CPFA®, your trusted partner in financial planning and advisory services located in the heart of Chipley, Florida. Situated at 1242 Jackson Avenue, our firm is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Ben Welter, CPFA®, we specialize in providing personalized financial advice tailored to meet the unique needs of each client. Whether you're planning for retirement, managing investments, or seeking guidance on wealth management, our team is committed to delivering expert insights and solutions that align with your aspirations.

Welcome to North Florida Financial, your trusted financial partner located in the heart of Chipley, Florida. Situated at 1282 Church Avenue, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. Whether you're planning for retirement, managing investments, or seeking financial advice, our team of experienced professionals is here to guide you every step of the way. At North Florida Financial, we pride ourselves on delivering personalized solutions and building lasting relationships with our clients. Visit us today to discover how we can help you achieve your financial goals.

Welcome to Kimberly McRoy Financial Services, your trusted partner in achieving financial success. Conveniently located at 1242 Jackson Avenue, Chipley, Florida, our firm is dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and a passion for helping individuals and businesses thrive, Kimberly McRoy offers a comprehensive range of services including financial planning, investment management, retirement strategies, and tax advisory. Our team of experienced professionals is here to guide you every step of the way, ensuring you have the knowledge and tools necessary to make informed financial decisions. Whether you're planning for the future or looking to optimize your current financial situation, Kimberly McRoy Financial Services is here to help you achieve your goals with confidence. Visit us today and take the first step towards a secure financial future.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management located at 1281 Church Avenue, Chipley, Florida. As a leading financial services firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors is committed to understanding your unique needs and providing tailored solutions to help you navigate the complexities of wealth management, retirement planning, and investment strategies. At Wells Fargo Advisors, we pride ourselves on delivering exceptional client service and building long-lasting relationships. Visit us today to discover how we can support your financial journey with integrity and expertise.

Welcome to David Shiver Insurance & Financial Services, your trusted partner in securing a brighter financial future. Conveniently located in Florida 32097, United States, we are dedicated to providing comprehensive insurance and financial solutions tailored to meet your unique needs. Our experienced team is committed to offering personalized service, ensuring you receive the best coverage options and financial advice available. Whether you're looking for life, health, auto, or home insurance, or need assistance with retirement planning and investment strategies, we are here to guide you every step of the way. At David Shiver Insurance & Financial Services, your peace of mind is our top priority. Visit us today and let us help you protect what matters most.

Welcome to Janney Montgomery Scott LLC, your trusted partner in financial services, located at 961687 Gateway Boulevard, Fernandina Beach, Florida. As a premier financial services firm, we are dedicated to providing personalized investment solutions and comprehensive financial planning to help you achieve your financial goals. Our team of experienced professionals is committed to delivering exceptional service and expert guidance tailored to your unique needs. Whether you’re planning for retirement, looking to invest wisely, or seeking to protect your assets, Janney Montgomery Scott LLC offers a wide range of services designed to secure your financial future. Visit us today and discover how we can help you navigate the complexities of the financial world with confidence and clarity.

Welcome to Wells Fargo Advisors in Fernandina Beach, Florida! Conveniently located in the heart of the community, our branch offers a comprehensive range of financial services tailored to meet your unique needs. As a trusted provider in finance and investment solutions, we are committed to helping you achieve your financial goals with personalized strategies and expert advice. Whether you're planning for retirement, managing your investments, or looking for accessible banking services through our ATM, our experienced team is here to support you every step of the way. Visit us today at our Fernandina Beach location and experience the dedication and expertise that Wells Fargo Advisors is known for. Your financial success is our priority!