Investment goal setting in Clearwater, FL
22 results found
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Shoreline Real Estate LLC - Clearwater and St Petersburg FL Real Estate
● ClosedWelcome to Shoreline Real Estate LLC, your premier destination for lifestyle and luxury real estate in Clearwater and St. Petersburg, Florida. Located at 8380 Bay Pines Boulevard, St. Petersburg, our agency is dedicated to providing a personalized and exceptional real estate experience tailored to the unique needs of both buyers and sellers. At Shoreline Real Estate, we pride ourselves on offering exclusive services that are customized to meet the individual preferences and budgets of our clients. Our team of experienced professionals is committed to delivering expert guidance and support throughout every step of the buying or selling process. Whether you're searching for a serene waterfront home, a luxurious condo, or a captivating beachfront residence, our curated selection of high-quality properties is sure to meet your desires.
8380 Bay Pines Boulevard, St. Petersburg, Florida 33709, United States -
Cooney Financial Services
● ClosedCooney Financial Services is a well-established institution located at 2555 Enterprise Road in Clearwater, Florida, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is committed to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, investment planning, or insurance coverage, Cooney Financial Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
2555 Enterprise Rd #4, Clearwater, FL 33763, United States -
SpendWiser Inc.
● ClosedSpendWiser Inc. is a finance institution located at 628 Cleveland Street in Clearwater, Florida, United States. We specialize in helping individuals and businesses make smarter financial decisions. Our team of experts offers personalized financial advice, budgeting assistance, and investment strategies to help our clients achieve their financial goals. Whether you are looking to save for retirement, purchase a home, or start a business, SpendWiser Inc. is here to help you make the most of your money. Contact us today to schedule a consultation and start on the path to financial success.
628 Cleveland St Suite A22, Clearwater, FL 33755, United States -
Preston Tagaras - Raymond James
● OpenPreston Tagaras - Raymond James is a reputable financial institution located at 2536 Countryside Boulevard in Clearwater, Florida, United States. With a team of experienced financial advisors, they offer a wide range of services including investment planning, retirement planning, and wealth management. Their commitment to providing personalized solutions tailored to each client's unique financial goals sets them apart in the industry. Visit Preston Tagaras - Raymond James today to start securing your financial future.
2536 Countryside Blvd Suite 601, Clearwater, FL 33763, United States -
Ron Camisasca - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRon Camisasca, a financial advisor at Ameriprise Financial Services, LLC, located at 28100 US Highway 19 North, Clearwater, Florida, United States, offers personalized financial advice to help clients stay focused on their long-term goals. With a background in finance and qualifications available on FINRA's BrokerCheck website, Ron takes the time to understand each client's unique situation and provide tailored advice to help them reach their financial objectives. Whether it's navigating market fluctuations, estate planning, or passing wealth to the next generation, Ron can work alongside clients' attorneys and CPAs to guide them through the process. By setting up a complimentary initial consultation, clients can take the next step toward a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Ron Camisasca is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Clients can rest assured that their financial goals are in capable hands with Ron Camisasca and Ameriprise Financial Services, LLC.
28100 US Hwy 19 N Ste 400, Clearwater, FL 33761, United States -
Roger Pan - TD Wealth Financial Advisor
● ClosedRoger Pan - TD Wealth Financial Advisor is a reputable financial institution located in Clearwater, Florida. As a trusted advisor, Roger Pan provides top-notch financial services to help clients achieve their financial goals. With a focus on wealth management and financial planning, Roger Pan offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Roger Pan is dedicated to providing expert guidance and support. Visit us at 2689 Gulf to Bay Boulevard to learn more about how Roger Pan can help you secure your financial future.
2689 Gulf to Bay Blvd, Clearwater, FL 33759, United States -
Merrill Lynch Financial Advisor Andrew Winkler
● ClosedMerrill Lynch Financial Advisor Andrew Winkler, located at 601 Cleveland Street, Clearwater, Florida, United States, is part of Cliborne Winkler & Associates. They believe in building strong client relationships through teamwork and client involvement, utilizing the global resources of Merrill. Their goal is to be your primary source for financial advice and guidance, offering a personalized wealth management process. The experienced team at Merrill Lynch offers a balanced financial planning approach for individuals, families, and businesses, helping you achieve outcomes that are personally meaningful. They provide tools such as the Investment Personality Assessment to customize your financial approach based on your goals and priorities. The team has received recognition from financial industry publications, setting the standard for exemplary client service. Working with Merrill Lynch means working with advisors dedicated to helping you pursue your goals and stay on track, regardless of market fluctuations. Visit their institutional website for more information on their personalized investment strategies and comprehensive financial solutions.
601 Cleveland St Suite 900, Clearwater, FL 33755, United States -
Becky L Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBecky L Johnson, a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Clearwater, Florida, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Becky is dedicated to providing comprehensive and tailored financial solutions to her clients. Specializing in asset management, retirement planning, estate planning, and investment strategies, Becky ensures that her clients receive the highest level of service and support. Whether you are a retiree, small business owner, or high net worth individual, Becky's knowledge and experience can help you achieve your financial goals. Contact Becky L Johnson today to start planning for a secure financial future.
28100 US Hwy 19 N Ste 400, Clearwater, FL 33761, United States -
J T Loos & Associates
● OpenJ T Loos & Associates is a reputable accounting and finance institution located at 2857 Executive Drive in Clearwater, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, J T Loos & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you need assistance with bookkeeping, auditing, or investment management, J T Loos & Associates is the trusted choice for all your financial needs.
2857 Executive Dr, Clearwater, FL 33762, United States -
Dean Roofing Company
● ClosedWelcome to Dean Roofing Company, your premier roofing contractor in Clearwater, Florida. Conveniently located at 506 North Martin Luther King Junior Avenue, Clearwater, FL 33755, we are proud to offer top-tier roofing solutions for both residential and commercial properties across the Tampa Bay Area. With over 65 years of experience, Dean Roofing Company has built a legacy of excellence and reliability. Our commitment to exceptional craftsmanship and customer satisfaction has made us the trusted name in roofing throughout Clearwater and beyond. Whether you're considering versatile asphalt shingles, elegant tile roofing, or durable metal roofs, our team has the expertise to deliver outstanding results tailored to your specific needs.
506 North Martin Luther King Junior Avenue, Clearwater, Florida 33755, United States -
The Partners Contracting Group
● ClosedWelcome to The Partners Contracting Group, your trusted general contractor located at 131 North Garden Avenue, Clearwater, Florida. We are proud to be a licensed General Contractor in the State of Florida, specializing in a wide array of construction services, including Commercial, Government, and High-End Residential Construction. Our motto, "Building Partnerships. Maximizing Value. One Project at a Time," reflects our commitment to delivering exceptional quality and value in every project we undertake. Our extensive portfolio includes Commercial, Government, Construction Management, High-End Residential, and Capital Improvements projects. We prioritize transparency and communication, keeping our clients informed at every step of the process. Our in-house project management team adheres to rigorous standards, ensuring precision, efficiency, and accountability in every project, setting us apart from other general contracting firms.
131 North Garden Avenue, Clearwater, Florida 33755, United States -
Restoreez
● Opennonsense approach to safety ensures that both our team and your property are protected at all times. Welcome to Restoreez, your trusted general contractor located at 777 Wesley Avenue, Tarpon Springs, Florida 34689. As a locally owned and operated business, we pride ourselves on delivering exceptional restoration and rejuvenation services to both residential and commercial properties throughout Tampa Bay. Specializing in water damage cleanup, our team of skilled perfectionists is committed to restoring your property to its optimal condition swiftly and accurately.
777 Wesley Avenue, Tarpon Springs, Florida 34689, United States -
ATM Machine at Cell City
● OpenWelcome to the ATM Machine at Cell City, your premier destination for ATM services and financial growth opportunities in Clearwater, Florida. Conveniently located at 1488 South Belcher Road, we specialize in providing comprehensive solutions for those interested in the ATM business or seeking reliable ATM machines and processing services. At Cell City, we offer a wide range of ATM options, including new machines starting at just $2,295 and refurbished units from $1,199, all with warranties to suit various business needs. Whether you're a merchant, retail store owner, or independent ATM deployer (IAD), our services are designed to enhance your financial returns and customer experience.
1488 South Belcher Road, Clearwater, Florida 33764, United States -
Cooper McMartin Real Estate Agent
● OpenWelcome to Cooper McMartin Real Estate Agent, your trusted partner in navigating the vibrant real estate market of Belleair, Florida, and the greater Tampa Bay area. Located at 603 Indian Rocks Road, Belleair, Florida 33756, our business is dedicated to providing personalized service tailored to your unique needs and preferences. As a proud member of the Kerryn Ellson team, the leading team at Coastal Properties Group & Forbes Global Properties since 2014, I bring a wealth of expertise and a commitment to excellence in every transaction. Specializing in beachfront properties, I utilize cutting-edge marketing strategies and advanced tools to ensure first-time homebuyers and investors alike can achieve their real estate goals.
603 Indian Rocks Road, Belleair, Florida 33756, United States -
Your Home Sold Guaranteed Realty Services | Janelle Endres
● OpenWelcome to Your Home Sold Guaranteed Realty Services, proudly led by Janelle Endres. Conveniently located at 600 Cleveland Street in the vibrant heart of Clearwater, Florida, we specialize in providing unparalleled real estate, finance, and insurance solutions tailored to meet your unique needs. Our commitment is to deliver exceptional service and peace of mind, ensuring a seamless experience whether you are buying, selling, or investing in property. At Your Home Sold Guaranteed Realty Services, we understand the significance of finding the perfect home or investment opportunity. Our dedicated team of professionals works tirelessly to guarantee the best outcomes for our clients, offering expert guidance and personalized strategies. Our promise is simple yet profound: your home sold, guaranteed.
600 Cleveland Street, Clearwater, Florida 33755, United States -
Joe Gibbons with Lipply Real Estate
● ClosedWelcome 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.
3302 U.S. 19 Alternate, Palm Harbor, Florida 34683, United States -
Bill Smith, CHARLES RUTENBERG REALTY INC
● OpenWelcome to Bill Smith, CHARLES RUTENBERG REALTY INC, your trusted partner in navigating the dynamic world of real estate. Located at 5010 Porpoise Place, New Port Richey, Florida, we are dedicated to providing exceptional service and expertise to help you achieve your real estate goals. With over $73 million in sales experience, Bill Smith brings a wealth of knowledge and passion to the real estate industry. Growing up in a family of Realtors since the 1970s, Bill has a deep-rooted understanding and love for real estate. This lifelong passion is complemented by a Bachelor’s degree in Finance with a minor in Accounting, equipping him with a solid foundation to guide clients through the financial intricacies of real estate transactions.
5010 Porpoise Place, New Port Richey, Florida 34652, United States -
Coit Group Fine Homes- Charles Rutenberg Realty- Real Estate Agents- Trinity- Tarpon Springs- Land O Lakes- Odessa- Florida
● ClosedWelcome to Coit Group Fine Homes, a premier real estate agency located in the heart of Tarpon Springs, Florida. Situated at 229 East Lemon Street, our agency proudly serves the vibrant communities of Trinity, Tarpon Springs, Land O Lakes, and Odessa. As a native of Clearwater, Florida, I bring a deep understanding and intricate knowledge of the Tampa Bay area to each client interaction, ensuring you receive the highest level of personalized service for all your real estate needs. Our agency specializes in a wide array of real estate services, including residential buying and selling, commercial and investment opportunities, luxury and vacation homes, and second homes. Whether you're in search of a single-family home, an office building, vacant land, or a condominium, we have the expertise to guide you through every step of the process. Our concierge service and commitment to client confidentiality are just the beginning of the exceptional service we provide.
229 East Lemon Street, Tarpon Springs, Florida 34689, United States -
Dave Doherty w/ Tom Tucker Realty
● OpenWelcome to Dave Doherty with Tom Tucker Realty, your premier real estate agency located at 1497 Main Street, Dunedin, Florida. Serving the vibrant communities of Dunedin, Pinellas County, and the greater Tampa Bay area, we are your trusted partner whether you’re looking to buy, sell, or invest in real estate. Dave Doherty, one of Dunedin’s most recognizable Realtors, has been dedicated to helping buyers and sellers achieve their real estate goals since 2014. As a Dunedin native, Dave leverages his deep understanding of the local community and a wide network of real estate professionals to connect clients with their ideal homes at the best possible prices. His personalized approach ensures that each client’s needs are met, making him a reliable guide in the home buying journey.
1497 Main Street, Dunedin, Florida 34698, United States -
Kimmi Hunt Realtor
● ClosedWelcome to Kimmi Hunt Realtor – Your Trusted Real Estate Partner in Clearwater, Florida Located conveniently at 1545 South Belcher Road, Clearwater, Florida, Kimmi Hunt Realtor is your go-to real estate agency for all your property needs in the vibrant Clearwater area. Specializing in both residential and commercial real estate, we are dedicated to providing exceptional service to our clients, helping them navigate the complex world of real estate with ease and confidence.
1545 South Belcher Road, Clearwater, Florida 33764, United States -
Brittany Wilson - Broker/Owner - Bayside Executive Realty
● OpenWelcome to Bayside Executive Realty, where your real estate dreams become reality. Led by Brittany Wilson, Broker/Owner and a recognized local Real Estate and Lifestyle Expert, our agency is dedicated to serving Clearwater, Florida, and the Greater Tampa Bay Area, including Pinellas, Pasco, Hillsborough, Manatee, and Hernando Counties. Located at 2454 McMullen Booth Road, Clearwater, FL 33759, Bayside Executive Realty is your go-to real estate agency for personalized and professional service. Brittany Wilson, a native of Pinellas County, brings her extensive knowledge of the local neighborhoods and over a decade of experience in the real estate industry to help you find the perfect home. Whether you're buying or selling, Brittany utilizes the latest technology and marketing strategies to ensure you get the best deal, all while providing a seamless and stress-free experience.
2454 McMullen Booth Road, Clearwater, Florida 33759, United States -
Catherine Miller, PA, ABR, C2EX, CRS, DSC, GRI, MRP, SRES, Broker Associate
● OpenWelcome to Catherine Miller, PA, ABR, C2EX, CRS, DSC, GRI, MRP, SRES, Broker Associate – your trusted partner in real estate excellence. Conveniently located at 7135 State Road 52, Bayonet Point, Florida, our business is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. Led by Catherine "Cookie" Miller, a seasoned Broker Associate, our team is committed to delivering unparalleled expertise and personalized service. With a wealth of credentials including ABR (Accredited Buyer's Representative), C2EX (Commitment to Excellence), CRS (Certified Residential Specialist), DSC (Diversity and Sensitivity Certification), GRI (Graduate, REALTOR® Institute), MRP (Military Relocation Professional), and SRES (Seniors Real Estate Specialist), Catherine brings a comprehensive skill set to every transaction.
7135 State Road 52, Bayonet Point, Florida 34667, United States
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