Investment management in Sunrise, FL
43 results found
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Evelyn Tai, Financial Services Professional - New York Life
● OpenEvelyn Tai, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, is dedicated to providing custom-tailored solutions for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other financial needs. With over thirty years of experience, Evelyn Tai is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states. Additionally, as a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Evelyn Tai provides services in several states. Registered Representative of NYLIFE Securities LLC, Evelyn Tai offers securities products and services in specific states. It is important to note that neither Evelyn Tai nor her affiliates provide tax, legal, or accounting advice, and individuals should consult their own professionals for guidance. For more information and to check the background of this investment professional, please contact the office at (954) 958-4246 or visit the website.
1300 Concord Terrace 5th floor, Sunrise, FL 33323, United States -
Edward Jones - Financial Advisor: Jonathan Willingham
● OpenEdward Jones - Financial Advisor: Jonathan Willingham is a reputable finance institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida. Jonathan Willingham is a knowledgeable and experienced financial advisor who provides personalized investment and wealth management services to help individuals reach their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with Jonathan's guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan Willingham is committed to helping you achieve financial success.
2455 E Sunrise Blvd Suite 1105, Fort Lauderdale, FL 33304, United States -
Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is a renowned financial institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals led by William F Biddle, who holds certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers top-notch financial advisory services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial plan, Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is committed to providing personalized solutions tailored to meet your individual needs. Trust in their expertise and experience to secure your financial future.
2455 E Sunrise Blvd Suite 1105, Fort Lauderdale, FL 33304, United States -
Kasey Robbins, Financial Professional - New York Life
● OpenKasey Robbins, Financial Professional at New York Life, located in Sunrise, Florida, offers a range of financial and insurance services. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, managing investments with market potential, and creating education and retirement savings plans. They also offer insurance options for businesses and employees. Kasey Robbins is dedicated to helping clients understand their financial needs and goals, providing personalized strategies for long-term financial security. With a focus on giving back to the community and charitable initiatives, Kasey Robbins and New York Life aim to support clients through all stages of life.
1300 Concord Terrace 5th floor, Sunrise, FL 33323, United States -
EVOLVE FINANCIAL SERVICES
● ClosedEvolve Financial Services is a leading accounting and finance institution located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management, tax planning, and investment strategies. Whether you are looking for assistance with budgeting, bookkeeping, or retirement planning, we are here to provide personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you evolve your financial future.
7771 W Oakland Park Blvd Suite 155, Sunrise, FL 33351, United States -
Jean Tax and associates
● ClosedJean Tax and Associates is a reputable finance institution located at 6082 West Oakland Park Boulevard in Sunrise, Florida. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with tax preparation, financial planning, or investment management, you can trust Jean Tax and Associates to deliver personalized solutions tailored to your specific needs. With a focus on integrity and customer satisfaction, we strive to help our clients achieve their financial goals and secure a stable future. Contact us today to learn more about how we can assist you with your financial needs.
6082 W Oakland Park Blvd, Sunrise, FL 33313, United States -
Premium Tax & Financial Group
● OpenPremium Tax & Financial Group is a reputable accounting and finance institution located at 1371 Northwest 61st Avenue in Sunrise, Florida, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax and financial needs. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific goals. Trust Premium Tax & Financial Group for all your accounting and finance needs.
1371 NW 61st Ave, Sunrise, FL 33313, United States -
Bruckner Mitchell W
● OpenBruckner Mitchell W is a reputable accounting and finance institution located at 4300 North University Drive in Sunrise, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment advice. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs. Visit Bruckner Mitchell W today for expert guidance and support in managing your finances.
4300 N University Dr, Sunrise, FL 33351, United States -
DiRocco & Moss
● ClosedDiRocco & Moss is a prestigious accounting and finance institution located at 7800 West Oakland Park Boulevard in Sunrise, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their dedication to providing top-notch financial solutions has earned them a reputation as a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to grow your wealth, DiRocco & Moss is the perfect choice for all your financial needs.
7800 W Oakland Park Blvd # 306, Sunrise, FL 33322, United States -
MVP Financial Services
● ClosedMVP Financial Services is a leading accounting and finance institution located at 1395 West Sunrise Boulevard in Fort Lauderdale, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to investment management, we offer a wide range of services to help our clients achieve their financial goals. Contact us today to learn more about how MVP Financial Services can help you secure a stable financial future.
1395 W Sunrise Blvd # 2, Fort Lauderdale, FL 33311, United States -
KAY Outlet
● ClosedKAY Outlet is a financial institution and jewelry store located at 12801 West Sunrise Boulevard in Sunrise, Florida, United States. Offering a wide range of services including jewelry sales, financing options, and store merchandise, KAY Outlet is a one-stop shop for all your financial and luxury shopping needs. With a reputation for quality products and exceptional customer service, KAY Outlet is a trusted destination for those looking to invest in fine jewelry or manage their finances efficiently. Visit us today to experience the KAY Outlet difference.
12801 W Sunrise Blvd Ste. 343, Sunrise, FL 33323, United States -
Alex Doce - The Doce Group
● ClosedAlex Doce - The Doce Group is a leading finance institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a reputation for excellence in financial services, Alex Doce and his team provide expert guidance and support to clients seeking to achieve their financial goals. Offering a wide range of services including investment management, financial planning, and retirement strategies, The Doce Group is dedicated to helping individuals and businesses make informed decisions and secure their financial future. With a commitment to personalized service and a track record of success, Alex Doce - The Doce Group is a trusted partner in finance.
2598 E Sunrise Blvd #2104, Fort Lauderdale, FL 33304, United States -
TOTAL REALTY SERVICES
● ClosedWelcome to Total Realty Services, Inc., your premier real estate agency located at 13030 Gulf Lane, Madeira Beach, Florida. Specializing in condo-hotels and seasonal investment properties, we are passionate about selling real estate in the Sunshine State and are experts in the buying and selling of condos across our beautiful Gulf Beaches. Our website is a comprehensive resource for both buyers and sellers, featuring the best real estate tools available. It is easy to use and updated every 15 minutes by the official Realtor®’s database. You can save searches, receive daily email alerts of new listings, price changes, sold data, and market reports, and even use our Interactive Map Search to view properties on a map or refine your search by drawing boundaries around your desired area. Bookmark our page for your home, condo, and investment property searches—it’s the only site you’ll ever need!
13030 Gulf Lane, Madeira Beach, Florida 33708, United States
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