Investment management in Leesburg, FL
14 results found
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a prestigious financial institution located at 10715 U.S. 441 in Leesburg, Florida, United States. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Merrill Lynch provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is dedicated to providing top-tier financial services tailored to your individual needs.
10715 US-441, Leesburg, FL 34788, United States -
Arise Property Management, LLC
● ClosedArise Property Management, LLC is a reputable property management company based in Leesburg, Florida, United States. Our dedicated team offers professional services to help property owners efficiently manage their rental properties. Whether you have a single-family home, apartment complex, or commercial property, we provide comprehensive management solutions to meet your needs. From tenant screening and lease agreements to maintenance and rent collection, we handle every aspect of property management with expertise and care. Trust Arise Property Management, LLC to maximize the value of your investment property and ensure a smooth rental experience for both landlords and tenants. Visit us at 1175 Bentley Road to learn more about our services.
1175 Bentley Rd, Leesburg, FL 34748, United States -
Drew Davis - State Farm Insurance Agent
● ClosedDrew Davis - State Farm Insurance Agent is a reputable insurance agency located at 1009 North 14th Street in Leesburg, Florida, United States. Conveniently situated on Hwy 27, across from McDonald's and next to Pizza Hut, this agency offers a range of insurance services to meet your needs. Whether you are looking for auto insurance, home insurance, life insurance, or pet insurance, Drew Davis and his team are here to help. If you are in need of insurance coverage for your golf cart, the knowledgeable agents at Drew Davis - State Farm Insurance Agent can help you decide between gas and electric options based on your specific needs and budget. They are committed to providing personalized service and helping you make informed decisions about your insurance policies.
1009 N 14th St, Leesburg, FL 34748, United States -
Ramon Fonseca
● OpenRamon Fonseca is a healthcare institution located at 110 South Woodland Street in Winter Garden, Florida, United States. We offer a wide range of medical, dental, and specialty care services for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to their personal health information. Our patients can also refill prescriptions online and view a list of our caring medical providers. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. We are committed to providing quality and compassionate primary healthcare services to the diverse communities of Central Florida. Our services include family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. We have locations in Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including those from the Health Insurance Marketplace, and offer a sliding discount program for eligible patients. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website. Contact us to report any errors and for general inquiries, billing, records, and feedback.
110 S Woodland St, Winter Garden, FL 34787, United States -
Legaci Financial Services
● ClosedLegaci Financial Services is a reputable finance institution located at 711 West Main Street in Leesburg, Florida, United States. With a focus on providing top-notch financial services to individuals and businesses, Legaci Financial Services offers a wide range of solutions including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you make the most of your finances.
711 W Main St #126, Leesburg, FL 34748, United States -
JENKINS WEALTH
● OpenJenkins Wealth is a reputable finance institution located in Leesburg, Florida, United States. With a team of experienced financial advisors, Jenkins Wealth offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Jenkins Wealth is dedicated to providing personalized solutions tailored to your specific needs. Trust Jenkins Wealth to guide you towards financial success and security.
Leesburg, FL 34748, United States -
Polly Watson
● OpenPolly Watson is a reputable finance institution located at 2100 Citrus Boulevard in Leesburg, Florida, United States. With a strong focus on providing top-notch financial services, Polly Watson offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, loan options, or wealth management services, Polly Watson is committed to providing personalized and reliable financial solutions to help you succeed.
2100 Citrus Blvd, Leesburg, FL 34748, United States -
Sarah Payne - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSarah Payne - Financial Advisor, part of Ameriprise Financial Services, LLC, is located at 8112 Centralia Court in Leesburg, Florida, United States. Sarah Payne holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Sarah Payne is dedicated to providing expert financial advice and personalized services to help individuals achieve their financial goals.
8112 Centralia Ct Ste 105, Leesburg, FL 34788, United States -
Edward Jones - Financial Advisor: Craig A Dykstra, AAMS™
● OpenEdward Jones - Financial Advisor: Craig A Dykstra, AAMS™ is a trusted financial institution located in Leesburg, Florida. With a focus on personalized service and tailored financial planning, Craig Dykstra and his team provide expert advice and guidance to help clients achieve their financial goals. As an Accredited Asset Management Specialist, Craig brings a high level of expertise and professionalism to every client interaction. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us at 26540 Ace Avenue to learn more about our services and how we can help you reach your financial goals.
26540 Ace Ave Suite F104, Leesburg, FL 34748, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 1029 West Magnolia Street in Leesburg, Florida, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are planning for retirement, saving for college, or managing your wealth, Wells Fargo Advisors is here to help you navigate the complexities of the financial world.
1029 W Magnolia St, Leesburg, FL 34748, United States -
American Retirement Specialists
● ClosedAmerican Retirement Specialists, located at 1300 Citizens Boulevard in Leesburg, Florida, is a trusted finance institution dedicated to helping retirees optimize their wealth through strategic tax planning programs. With over 50 years of combined in-office experience, our team of Certified Financial Fiduciaries, Annuity Specialists, and IRA/Legacy Planners will work with you to create a detailed retirement plan tailored to your individual needs. From income planning to tax-free retirement investments, we are here to help you feel confident about your financial future. Our experts will help you navigate the complexities of estate taxes and ensure that your wealth is preserved for future generations. As a fiduciary, we always operate in your best interests. Contact us today to start securing a prosperous financial future with American Retirement Specialists.
1300 Citizens Blvd Suite 325, Leesburg, FL 34748, United States -
Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS™ is a reputable financial institution located at 1450 North Boulevard East in Leesburg, Florida, United States. With a focus on providing personalized financial planning services, Jeananne C Niemann, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Edward Jones is committed to helping you make informed decisions and secure your financial future.
1450 North Blvd E #7, Leesburg, FL 34748, United States -
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTrey W Clark, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8112 Centralia Court, Leesburg, Florida, offers a wide range of financial services. Trey W Clark holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Trey W Clark provides specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. With a focus on ethical practices and continuing education, Trey W Clark is dedicated to providing personalized financial advice to clients.
8112 Centralia Ct #105, Leesburg, FL 34788, United States -
Trustco Bank
● ClosedTrustco Bank is a trusted institution located at 1330 Citizens Boulevard in Leesburg, Florida, United States. Specializing in ATM, banking, and finance services, Trustco Bank offers a variety of accounts and lending options to meet your financial needs. From Home Town Investment Checking Accounts to Home Equity Lines of Credit, Trustco Bank is committed to providing exceptional service to its customers. With over 140 convenient locations and a state-of-the-art mobile app, Trustco Bank makes managing your finances easy and convenient. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs nationwide. Trustco Bank has been recognized for its excellence in banking, earning awards such as the "Bestie Award" and being named the Best Small Bank in New York State by Newsweek.
1330 Citizens Blvd, Leesburg, FL 34748, United States
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