Investment goal setting in Florida
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Amy M Twombly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Amy M Twombly - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning located in the heart of Naples, Florida. At 1004 Collier Center Way, Naples, FL 34110, we are dedicated to helping you achieve your financial goals through personalized and comprehensive financial advice. We understand that every client has unique financial needs and aspirations. That's why we invite you to meet with us to discuss what's most important to you. Our initial consultation offers an overview of essential financial planning concepts, setting the foundation for your financial journey. Please note that this introductory meeting does not include a written analysis or specific recommendations.
1004 Collier Center Way, Naples, Florida 34110, United States -
Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida. As a dedicated financial advisor, Benjamin Dreon is committed to providing personalized financial solutions tailored to meet the diverse needs of individuals, retirees, and small business owners. With a robust suite of certifications and designations, Benjamin Dreon offers expertise in various aspects of financial planning and asset management. Our services are underpinned by a strong ethical foundation and a commitment to excellence, as demonstrated by our advisor's numerous certifications. These include the AAMS™ certification, which focuses on asset allocation and investment strategies, and the APMA™ designation, which emphasizes portfolio management. Our advisor is also an ADPA™ Accredited Domestic Partnership Advisor™, skilled in addressing the unique financial needs of domestic partners, and a holder of the AEP® designation, specializing in estate planning.
1004 Collier Center Way, Naples, Florida 34110, United States -
John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1004 Collier Center Way, Naples, Florida, John Reamer is your dedicated partner in navigating the complex world of personal finance. Specializing in comprehensive wealth management, John brings a wealth of knowledge and expertise to help you achieve your financial goals.
1004 Collier Center Way, Naples, Florida 34110, United States -
Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.
9015 Strada Stell Court, Naples, Florida 34109, United States -
Huntington Private Bank
● ClosedWelcome to Huntington Private Bank, your trusted partner in wealth and financial services, conveniently located at 8889 Pelican Bay Boulevard, Naples, Florida. At Huntington Private Bank, we pride ourselves on providing a comprehensive suite of services tailored to meet the unique needs of our clients. Our team consists of dedicated professionals, including Private Bankers who deliver premium banking solutions, and Wealth and Investment Management experts who specialize in trust and estate administration and portfolio management. We are part of The Huntington National Bank, a respected institution renowned for its fiduciary powers and commitment to excellence. Our investment representatives, affiliated with The Huntington Investment Company, are licensed to offer securities and advisory services, ensuring your investment needs are expertly managed.
8889 Pelican Bay Boulevard, Naples, Florida 34108, United States -
Crosswind Renewable Energy
● OpenWelcome to Crosswind Renewable Energy, your trusted partner in sustainable financial solutions. Conveniently located at 1415 Panther Lane, Naples, Florida 34109, we specialize in providing innovative banking and financial services tailored to meet your renewable energy needs. Our commitment to sustainability and eco-friendly practices sets us apart as a leader in the finance industry. At Crosswind Renewable Energy, we offer a comprehensive range of services including ATM access, personal and business banking, and customized financial solutions designed to support green initiatives. Our expert team is dedicated to helping you navigate the financial landscape with ease and confidence, ensuring that your investments contribute to a cleaner, greener future.
1415 Panther Lane, Naples, Florida 34109, United States -
Iberia Bank
● OpenWelcome to Iberia Bank, your trusted partner in banking and finance located at 1905 Pine Ridge Road, Naples, Florida. At Iberia Bank, we are committed to providing exceptional financial services tailored to meet the needs of our community. Whether you're looking for personal banking solutions, business accounts, or expert financial advice, our dedicated team is here to assist you every step of the way. We offer a comprehensive range of services, including savings and checking accounts, loans, credit services, and investment opportunities, all designed to help you achieve your financial goals. Our customer-centric approach ensures that you receive personalized attention and solutions that fit your unique needs.
1905 Pine Ridge Road, Naples, Florida 34109, United States -
Crypto Dispensers | CDReload
● OpenCrypto Dispensers | CDReload - Your Gateway to Easy Bitcoin Transactions Welcome to Crypto Dispensers | CDReload, located at 5070 Airport-Pulling Road North, Naples, Florida 34105. We specialize in providing a seamless and secure way to purchase Bitcoin using cash at over 16,000 participating retail locations across the United States. Whether you're a seasoned cryptocurrency enthusiast or new to the world of digital currencies, CDReload offers an accessible and user-friendly platform to meet your needs.
5070 Airport-Pulling Road North, Naples, Florida 34105, United States -
Synovus Bank
● ClosedWelcome to Synovus Bank, your trusted partner in banking and finance, conveniently located at 2400 Tamiami Trail North, Naples, Florida. With over 130 years of experience, we have been dedicated to empowering our customers with the financial knowledge and services needed to achieve their goals. Our journey began with a simple act of kindness in a Georgia textile mill, and today, we proudly serve communities across the Southeast with a smile. At Synovus Bank, we offer a comprehensive range of banking solutions, including secure digital banking services that allow you to manage your finances, pay bills, and set alerts anytime, anywhere. Our premier banking relationship program provides exclusive access to premium benefits and services designed to help you do more and get more from your banking experience.
2400 Tamiami Trail North, Naples, Florida 34103, United States -
Natbank
● ClosedWelcome to Natbank, your trusted financial partner located in the heart of Naples, Florida. Situated at 401 5th Avenue South, Natbank is dedicated to providing exceptional banking and financial services to meet all your personal and business needs. Our commitment to customer satisfaction and community well-being sets us apart as a leading financial institution in the area. At Natbank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, investment solutions, and more. Our team of experienced professionals is here to provide personalized guidance and support to help you achieve your financial goals.
401 5th Avenue South, Naples, Florida 34102, United States -
Dan O'Dowd - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
12330 Tamiami Trail East, Naples, Florida 34113, United States -
Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome 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.
12330 Tamiami Trail East, Naples, Florida 34113, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, your trusted partner in banking and financial services, conveniently located at 1090 North Collier Boulevard, Marco Island, Florida. As a leading financial institution, we are committed to providing exceptional service to meet all your banking needs. Whether you're looking to manage your personal finances, open a new account, or explore investment opportunities, our experienced team is here to assist you every step of the way. Our branch offers a full range of services, including personal and business banking, loans, mortgages, credit cards, and wealth management solutions.
1090 North Collier Boulevard, Marco Island, Florida 34145, United States -
Dunedin Fire Department
● Closedtradition 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.
1042 Virginia Street, Dunedin, Florida 34698, United States -
Amedisys Home Health Care
● ClosedWelcome to Amedisys Home Health Care, your trusted partner in personalized healthcare services, conveniently located at 751 N Ferdon Blvd, Crestview, FL 32536, United States. We are committed to delivering high-quality health care right in the comfort of your home, ensuring you receive the support you need to recover and thrive. Comprehensive Care, Tailored to You
751 N Ferdon Blvd, Crestview, FL 32536, United States -
Walters & Associates, CPAs
● ClosedWelcome 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.
5858 Central Avenue, St. Petersburg, Florida 33707, United States -
Record Nations
● ClosedWelcome to Record Nations St. Petersburg Located at 4001 35th Street North, St. Petersburg, Florida, Record Nations is your local expert in document scanning and management services. We are dedicated to transforming how businesses and homes handle their information by converting paper files into digital formats, ensuring efficiency, security, and compliance.
4001 35th Street North, St. Petersburg, Florida 33714, United States -
Allied Air Conditioning & Heating
● ClosedWelcome to Allied Air Conditioning & Heating, your trusted local HVAC experts in Port Richey, Florida. Located at 8628 Rees Street, we have been proudly serving the Pasco, Pinellas, and Hernando Counties since 1985. As a full-service general contractor specializing in central air conditioning, we are committed to keeping your home comfortable all year round, no matter the season. Beat the Florida heat with our expertly installed air conditioning systems, designed to keep your family cool throughout the sweltering summer months. We offer flexible financing options to make your investment in comfort even more accessible. Our certified technicians are equipped with the latest tools and technology to handle any HVAC challenge, from routine maintenance to complex repairs, ensuring your system runs efficiently and effectively.
8628 Rees Street, Port Richey, Florida 34668, United States -
Bruno Air
● OpenWelcome to Bruno Air, your trusted general contractor in Naples, Florida, specializing in comprehensive HVAC services. Located at 4395 Corporate Square, Naples, FL 34104, we are committed to ensuring your home remains comfortable and your air quality pristine. With over 25 years of industry experience, Bruno Air is renowned for delivering reliable and efficient heating, cooling, and air quality solutions across Florida and beyond. Our expert team offers a full range of services to meet all your HVAC needs. From AC repair and installation to maintaining the performance of your heating systems like boilers and furnaces, we ensure your home stays at the perfect temperature year-round. Our skilled technicians are trained to handle every aspect of your HVAC system, providing you with peace of mind and a comfortable living environment.
4395 Corporate Square, Naples, Florida 34104, United States -
Orlando Florida Plastic Surgery
● ClosedWelcome to Orlando Florida Plastic Surgery, where your journey to rejuvenation and confidence begins. Located at 800 W Morse Blvd Suite 5, Winter Park, FL 32789, our practice is dedicated to helping you restore your youthful appearance and achieve your aesthetic goals with the expertise of award-winning Orlando plastic surgeon, Dr. Scott Rotatori. Dr. Rotatori, a renowned board-certified plastic surgeon, brings decades of experience in advanced breast, facial, and body contouring procedures. Whether you wish to enhance your bust line, refine your facial features, or achieve a more contoured body, our practice offers state-of-the-art solutions tailored to your unique needs.
800 W Morse Blvd Suite 5, Winter Park, FL 32789, United States -
Smile Cove Pediatric Dentistry
● ClosedWelcome to Smile Cove Pediatric Dentistry, where your child's oral health is our top priority! Conveniently located at 401 S Parsons Ave Unit A, Brandon, FL 33511, our practice is dedicated to making dental visits enjoyable and fun for children, ensuring they look forward to their appointments and learn the importance of maintaining good oral hygiene. Led by our board-certified pediatric dentists, Dr. Ashley Tate and Dr. David Rosen, our experienced team specializes in working with young patients from diverse backgrounds. We are committed to helping your child establish a lifetime of excellent oral health through compassionate and personalized care.
401 S Parsons Ave Unit A, Brandon, FL 33511, United States -
MI PAINTER
● ClosedWelcome to MI Painter - Your Trusted Painting Experts on Marco Island At MI Painter, located at 1236 Laurel Court, Marco Island, Florida, we are dedicated to transforming your spaces with our exceptional painting services. Specializing in both residential and commercial painting, we offer a comprehensive range of services, including interior and exterior home painting and other residential paint jobs. Our team is committed to delivering high-quality results that enhance the beauty and value of your property.
1236 Laurel Court, Marco Island, Florida 34145, United States -
Americas Wellness Group - Weight Loss Center Sarasota, FL
● ClosedWelcome to America's Wellness Group - Weight Loss Center in Sarasota, FL, your premier destination for effective weight loss management. Conveniently located at 7614 Lockwood Ridge Rd, Sarasota, FL 34243, we specialize in providing a comprehensive in-clinic approach to help you achieve your health goals. At America's Wellness Group, we understand the challenges of weight loss and the impact of everyday stresses and poor eating habits. Our expert team is dedicated to guiding you through a personalized weight loss journey, combining professional consultations with FDA-approved medications such as Wegovy, Ozempic, and Mounjaro. These groundbreaking treatments, proven in clinical trials, offer significant weight loss results—helping patients lose an average of 15% to 30% of their body weight.
7614 Lockwood Ridge Rd, Sarasota, FL 34243, United States -
Lara Audelo, AL & FL Broker Associate, REALTOR, CRS, MRP - Realty Pro Group, LLC
● OpenWelcome to Lara Audelo, AL & FL Broker Associate, REALTOR, CRS, MRP - Realty Pro Group, LLC, your trusted partner in real estate located in the heart of Pensacola, Florida. Situated at 504 West Intendencia Street, our office is committed to providing exceptional real estate services tailored to meet the diverse needs of our clients across Alabama and Florida. With a wealth of experience and a deep understanding of the local market, Lara Audelo is dedicated to helping you navigate the complexities of buying, selling, or investing in real estate. As a Certified Residential Specialist (CRS) and Military Relocation Professional (MRP), Lara brings a unique set of skills and insights, ensuring a seamless and rewarding real estate experience.
504 West Intendencia Street, Pensacola, Florida 32502, United States -
Jonie Pace, Realtor
● ClosedWelcome to Jonie Pace, Realtor – Your trusted partner in finding the perfect home in Pace, Florida, and the surrounding areas. Conveniently located at 5631 Woodbine Road, Pace, Florida 32571, we are committed to providing exceptional real estate services tailored to meet your unique needs. Whether you are buying, selling, or investing in a property, Jonie Pace brings a wealth of experience, local market knowledge, and a personalized approach to ensure a seamless and rewarding real estate journey. Our dedication to client satisfaction and integrity sets us apart, making us the preferred choice for all your real estate endeavors. Explore our website to discover our latest listings, market insights, and how we can assist you in achieving your real estate goals. Join our community of satisfied clients and let Jonie Pace, Realtor, turn your real estate dreams into reality. Contact us today!
5631 Woodbine Road, Pace, Florida 32571, United States -
Rhonda Lowe RE/MAX Infinity
● OpenWelcome to Rhonda Lowe RE/MAX Infinity, your trusted real estate agency located in the heart of Pace, Florida. Situated at 3782 U.S. 90, we are dedicated to serving the vibrant communities of Pace and the surrounding areas with exceptional real estate services. Whether you're buying, selling, or investing, our team of experienced professionals is here to guide you every step of the way. At Rhonda Lowe RE/MAX Infinity, we understand that real estate transactions are significant life events. That’s why we prioritize personalized service, ensuring each client receives the attention and expertise they deserve. Our deep knowledge of the local market, combined with the global reach of the RE/MAX brand, allows us to offer unparalleled insights and opportunities for our clients.
3782 U.S. 90, Pace, Florida 32571, United States -
Brad Berry, Realtor
● OpenWelcome to Brad Berry, Realtor, your trusted partner for real estate services in Pensacola, Pensacola Beach, and Gulf Breeze. Located at 913 Gulf Breeze Parkway, Gulf Breeze, Florida, Brad brings a wealth of experience in real estate sales, investing, and new construction management. With a Bachelor's degree in Business Administration from the University of Missouri and advanced degrees in education from William Woods University, Brad combines his extensive knowledge of the real estate market with the strong customer service skills honed through his years in education. Brad's diverse background includes residential sales, house renovations, and a successful career as a teacher, coach, and administrator. This unique blend of expertise allows him to effectively guide clients through the buying, selling, or investing process with ease and confidence. As a resident of Gulf Breeze, Brad, along with his wife Kristi and their two young boys, Bennett and Bryson, is deeply connected to the community and committed to helping families find their perfect home.
913 Gulf Breeze Parkway, Gulf Breeze, Florida 32561, United States -
MICHELLE BEARE, American Valor Realty LLC
● ClosedWelcome to Michelle Beare, American Valor Realty LLC, your trusted partner in real estate located in the heart of Pace, Florida. Situated at 4632 U.S. 90, our office is dedicated to serving the vibrant communities of Pace and the surrounding areas with exceptional real estate services. At Michelle Beare, American Valor Realty LLC, we pride ourselves on our commitment to integrity, personalized service, and a deep understanding of the local real estate market. Whether you are buying, selling, or investing, our experienced team is here to guide you through every step of the process, ensuring a seamless and rewarding experience.
4632 U.S. 90, Pace, Florida 32571, United States -
Coastal Realty Group
● ClosedWelcome to Coastal Realty Group, your ultimate resource for discovering exceptional coastal properties along Florida's Forgotten Coast. Conveniently located at 1252 Cape San Blas Road, Port St. Joe, Florida, we are a leading real estate agency specializing in Gulf Coast real estate and waterfront homes. Our dedicated team of professionals is committed to navigating you through the vibrant real estate market, ensuring you make informed decisions that align with your lifestyle and investment goals. Coastal Realty Group stands out as the top-performing agency in the area, successfully closing more deals for Gulf Coast buyers and sellers than any other local company. With multiple offices and a team of experienced agents, we provide unparalleled service and expertise. Our extensive portfolio spans the picturesque regions of Cape San Blas, Mexico Beach, Port St. Joe, Indian Pass, and beyond, including charming locales like Apalachicola and St. George Island.
1252 Cape San Blas Road, Port St. Joe, Florida 32456, United States -
Jerry Voth, Realtor
● ClosedWelcome to Jerry Voth, Realtor, your premier real estate partner located in the heart of Port St. Joe, Florida. Situated at 310 Third Street, our office is dedicated to serving the local community with unparalleled expertise and personalized service in the real estate market. Whether you're buying, selling, or investing in property, Jerry Voth brings years of experience and a deep understanding of the Gulf Coast area to help you achieve your real estate goals. Our commitment to client satisfaction and our passion for the Port St. Joe community set us apart as a trusted resource for all your real estate needs. Visit us today and let us guide you through every step of your real estate journey with professionalism and care.
310 Third Street, Port St. Joe, Florida 32456, United States
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