Investment decision making in Lakewood Ranch, Florida
12 results found
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R. Terry Platt - Raymond James
● OpenR. Terry Platt - Raymond James is a finance institution located at 8120 Lakewood Main Street in Lakewood Ranch, Florida, United States. With a strong reputation for providing top-notch financial services, R. Terry Platt - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team of professionals at this institution is dedicated to providing personalized service and expert advice to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, R. Terry Platt - Raymond James is committed to helping you make informed decisions and secure your financial future.
8120 Lakewood Main St Ste 201, Lakewood Ranch, FL 34202, United StatesAdvertisements -
Joshua Lowe - Raymond James
● OpenJoshua Lowe - Raymond James is a reputable finance institution located at 8209 Natures Way in Lakewood Ranch, Florida, United States. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Joshua Lowe - Raymond James offers expert advice and guidance to help you make informed decisions. Visit their office today to learn more about their comprehensive financial services.
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TruVestments
● OpenTruVestments is a finance institution located at 5391 Lakewood Ranch Boulevard North, Sarasota, Florida, United States. We prioritize transparency and open communication with our clients, providing various channels for interaction. Our goal is to prepare clients for future demographic opportunities and help them build a valuable legacy. With our high-level concierge service, clients can enjoy peace of mind and personalized attention. At TruVestments, we focus on building long-term, goal-oriented relationships rather than just transactions. Wealth preservation, tax planning, and charitable impact are key pillars of our client success strategy. Our team works closely with clients to create cohesive, consultative financial plans tailored to their family goals.
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Horizon Wealth Advisors
● OpenHorizon Wealth Advisors is a finance institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, investment strategies, retirement planning, and more. At Horizon Wealth Advisors, we prioritize our clients' financial well-being and work tirelessly to provide them with the guidance and support they need to make informed financial decisions. Contact us today to schedule a consultation and start planning for a brighter financial future.
9040 Town Center Pkwy, Lakewood Ranch, FL 34202, United StatesAdvertisements -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Their team of experienced financial advisors are dedicated to providing personalized advice and guidance tailored to your individual needs and objectives. Trust Raymond James Financial Services to help you build a secure financial future.
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SunCoast Advisory Group of Raymond James
● OpenSunCoast Advisory Group of Raymond James is a leading finance institution located at 8120 Lakewood Main Street in Lakewood Ranch, Florida. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships, we strive to provide expert guidance and exceptional customer service. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, SunCoast Advisory Group is committed to helping you navigate the complexities of the financial market and make informed decisions. Visit us today to learn how we can help you secure your financial future.
8120 Lakewood Main St Ste 201, Lakewood Ranch, FL 34202, United States -
The Rubin Group
● OpenThe Rubin Group, located at 6311 Atrium Drive in Lakewood Ranch, Florida, is a financial institution dedicated to building and maintaining strong relationships with clients. Led by Kevin, a seasoned professional with over 30 years of experience in the industry, the team at The Rubin Group helps high-net-worth clients simplify their financial lives and achieve their goals. As part of Merrill Lynch Wealth Management, The Rubin Group offers personalized wealth management strategies tailored to each client's unique needs and priorities. By taking the time to understand your goals, risk tolerance, and financial situation, the team can help you navigate the complexities of the financial markets and make informed investment decisions.
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Merrill Lynch Financial Advisor Kasie Maxey
● OpenMerrill Lynch Financial Advisor Kasie Maxey is a reputable finance institution located at 6311 Atrium Drive in Lakewood Ranch, Florida, United States. The team at Merrill Lynch is dedicated to building and maintaining strong relationships with clients, offering personalized and trustworthy financial advice. With a focus on understanding each client's unique goals and priorities, the experienced team at Merrill Lynch helps individuals and families make important financial decisions. Led by Kevin, a seasoned professional with years of experience in the industry, the team at Merrill Lynch is committed to simplifying high-net-worth clients' financial lives and providing exemplary client service. Supported by the global resources of Merrill, the team offers customized wealth management strategies to help clients pursue their financial goals while managing investment risk. Whether planning for retirement, buying a home, or funding a child's education, Merrill Lynch advisors work closely with clients to create a personalized financial approach that reflects their individual needs and priorities. With a focus on transparency and thoughtful investment guidance, Merrill Lynch Financial Advisor Kasie Maxey is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.
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Merrill Lynch Financial Advisor Timothy Parker
● OpenMerrill Lynch Financial Advisor Timothy Parker is a finance institution located at 6311 Atrium Drive, Lakewood Ranch, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including the District of Columbia and US territories, our team is dedicated to helping clients achieve their financial goals. Our advisors provide personalized financial guidance to help clients navigate the complexities of investing. Please note that investing involves risks and it's important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other services to meet the unique needs of each client. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Securities, strategic advisory, and investment banking activities are performed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and member of SIPC. We strive to provide valuable information about products and services to help clients make informed decisions. Contact Merrill Lynch Financial Advisor Timothy Parker to start your journey towards financial success.
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First Commerce Financial - NMLS #137512 - Florida
● OpenFirst Commerce Financial is a finance institution located at 7345 International Place in Lakewood Ranch, Florida, United States. With NMLS #137512, we offer transparent mortgage solutions with the lowest rates and fees. Co-Founders Kirk Chivas and Ken Turkington have over 50 years of mortgage experience and have been working together since 1997, helping thousands of borrowers achieve their dream homes. Whether you are a first-time homebuyer or a seasoned real estate investor, we make the process easy for you. You can get your pre-approval letter ready before making an offer on a property. Our mortgage training videos provide valuable information for your home financing journey.
7345 International Pl #109, Lakewood Ranch, FL 34240, United StatesAdvertisements -
Sunshine Home Remodeling & Handyman Services
● OpenWelcome to Sunshine Home Remodeling & Handyman Services, your trusted partner in home improvement located at 3756 59th Avenue West, Bradenton, Florida. As a premier general contractor and home goods store, we proudly serve homeowners across Manatee and Sarasota County, including Lakewood Ranch, Bradenton, Sarasota, Venice, North Port, and Palmetto. With over 20 years of experience, we specialize in delivering reliable and cost-effective home improvement services that meet the highest standards of quality. Our extensive range of services includes flooring, tiling, painting, kitchen and bathroom remodeling, pressure washing, and paver cleaning and sealing, along with comprehensive repairs and maintenance.
3756 59th Avenue West, Bradenton, Florida 34210, United States -
Shannon McClaskey Fahey COLDWELL BANKER REALTY
● OpenWelcome to Shannon McClaskey Fahey COLDWELL BANKER REALTY, your trusted real estate partner located at 7443 Manatee Avenue West, Bradenton, Florida 34209. With over 20 years of residency in Bradenton and a wealth of experience in customer service and hospitality, Shannon McClaskey Fahey is dedicated to guiding you through one of the most significant financial decisions of your life. Having relocated from Ohio, Shannon brings a personal understanding of the relocation process, ensuring every aspect of your transaction is meticulously managed. With a background in managing investment properties on Anna-Maria Island, Shannon is well-equipped to assist both buyers and sellers, whether you're purchasing your first home or selling an investment property.
7443 Manatee Avenue West, Bradenton, Florida 34209, United States
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