Investment management strategies in Tallahassee, FL
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7G Wealth Management - Ameriprise Financial Services, LLC
● Closed7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award in 2023. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time from any device. The institution also provides estate planning services to help clients pass wealth to the next generation. Ameriprise financial advisors are registered in certain U.S. states and can provide guidance on preserving wealth, tax implications, and asset division among loved ones. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
Florida Local Government Investment Trust
● ClosedThe Florida Local Government Investment Trust is a finance institution located at 3544 Maclay Boulevard in Tallahassee, Florida. It serves as a trusted investment option for local government entities in the state of Florida, providing them with opportunities to securely invest their funds and manage their financial resources. With a focus on stability and growth, the institution offers a range of investment products and services tailored to meet the unique needs of local governments. The Florida Local Government Investment Trust is committed to helping its clients achieve their financial goals and support the communities they serve.
3544 Maclay Blvd, Tallahassee, FL 32312, United States -
PAC Financial Management
● OpenPAC Financial Management is a reputable financial institution located at 1103 Hays Street in Tallahassee, Florida, United States. With a team of experienced professionals, PAC Financial Management offers a wide range of financial services including investment management, retirement planning, tax planning, and wealth management. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
1103 Hays St, Tallahassee, FL 32301, United States -
Republic Asset Management Corp.
● ClosedRepublic Asset Management Corp. is a leading finance institution located at 2321 Hansen Court in Tallahassee, Florida, United States. With a strong reputation for excellence in asset management, our team of experienced professionals provides top-tier financial services to help clients achieve their investment goals. Whether you are an individual investor or a corporate entity, we offer personalized solutions tailored to meet your specific needs. Trust Republic Asset Management Corp. to safeguard and grow your assets for a secure financial future.
2321 Hansen Ct, Tallahassee, FL 32301, United States -
J.J.A Management
● ClosedJ.J.A Management is a reputable accounting and finance institution located at 113 South Monroe Street in Tallahassee, 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 financial planning, we offer a wide range of services to meet our clients' needs. Trust J.J.A Management to handle all your accounting and finance needs with precision and expertise.
113 S Monroe St #136, Tallahassee, FL 32301, United States -
Vineyards Property Management, LLC
● ClosedVineyards Property Management, LLC is a reputable finance and real estate agency located at 1616 Metropolitan Circle in Tallahassee, Florida. Specializing in property management services, they offer expert guidance and support for clients looking to buy, sell, or rent residential and commercial properties. With a team of experienced professionals, Vineyards Property Management, LLC is dedicated to providing top-notch customer service and ensuring the best outcomes for their clients. Whether you are a first-time homebuyer or a seasoned investor, this institution is committed to helping you achieve your real estate goals.
1616 Metropolitan Cir STE E, Tallahassee, FL 32308, United States -
Magnolia Properties & Investments, Realtors
● ClosedMagnolia Properties & Investments, Realtors is a leading real estate agency located at 4416 West Shannon Lakes in Tallahassee, Florida, United States. With a team of experienced and knowledgeable real estate professionals, Magnolia Properties & Investments, Realtors is dedicated to helping clients buy, sell, and invest in properties in the Tallahassee area. Whether you are looking to find your dream home, sell your current property, or make a smart investment, the team at Magnolia Properties & Investments, Realtors is committed to providing top-notch service and expertise every step of the way. Contact them today to see how they can help you achieve your real estate goals.
4416 W Shannon Lakes, Tallahassee, FL 32309, United States -
U-Vest Financial
● ClosedU-Vest Financial is a reputable finance institution located at 1673 Mahan Center Boulevard in Tallahassee, Florida, United States. We specialize in providing expert financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or wealth preservation, U-Vest Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1673 Mahan Center Blvd, Tallahassee, FL 32308, United States -
Lanzoto Smart Services LLC
● OpenLanzoto Smart Services LLC is a finance institution located at 2892 East Park Avenue in Tallahassee, Florida, United States. Our team of professionals is dedicated to providing smart financial solutions for individuals and businesses alike. With a focus on innovation and customer service, we strive to help our clients achieve their financial goals. Whether you need assistance with investments, budgeting, or financial planning, Lanzoto Smart Services LLC is here to help. Visit us today to see how we can help you secure a brighter financial future.
2892 E Park Ave Suite 3, Tallahassee, FL 32301, United States -
Mattox Realty Inc
● ClosedMattox Realty Inc is a reputable real estate agency located at 810 Thomasville Road in Tallahassee, Florida, United States. With a strong presence in the local market, Mattox Realty Inc offers a wide range of services including buying, selling, and renting residential and commercial properties. Their team of experienced real estate agents is dedicated to providing exceptional customer service and helping clients achieve their real estate goals. Whether you are looking to buy your dream home, sell your property, or find the perfect rental, Mattox Realty Inc is the go-to agency in Tallahassee. Contact them today to experience their professional and personalized approach to real estate.
810 Thomasville Rd Suite 100, Tallahassee, FL 32303, United States -
Millenia Realty of Florida
● ClosedMillenia Realty of Florida is a premier real estate agency located in Tallahassee, Florida. Our team of experienced agents are dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, an investment property, or a rental, we are here to assist you every step of the way. With our extensive knowledge of the local market and commitment to customer satisfaction, you can trust Millenia Realty of Florida to help you achieve your real estate goals. Visit us at 6265 Old Water Oak Road to learn more about how we can help you with all of your real estate needs.
6265 Old Water Oak Rd, Tallahassee, FL 32312, United States -
Triadium Holdings, Inc.
● ClosedTriadium Holdings, Inc. is a premier travel agency located at 1625 Summit Lake Drive in Tallahassee, Florida, United States. With a commitment to providing exceptional service and unforgettable travel experiences, Triadium Holdings, Inc. specializes in creating custom vacation packages tailored to each client's unique preferences and needs. Whether you're looking for a relaxing beach getaway, an adventurous outdoor expedition, or a luxurious cruise vacation, our team of experienced travel experts is dedicated to making your dream vacation a reality. Contact Triadium Holdings, Inc. today to start planning your next unforgettable travel experience.
1625 Summit Lake Dr, Tallahassee, FL 32317, United States -
Stephen Randolph Hunter: Primerica - Financial Services
● OpenStephen Randolph Hunter: Primerica - Financial Services is a reputable finance and insurance agency located at 3365 North Monroe Street in Tallahassee, Florida, United States. With a focus on providing top-notch financial services, Stephen Randolph Hunter and his team are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, the experts at this institution are here to guide you every step of the way. Trust in Stephen Randolph Hunter: Primerica - Financial Services for all your financial needs.
3365 N Monroe St Suite B, Tallahassee, FL 32303, United States -
Waterhouse Insurance and Financial Services
● ClosedWaterhouse Insurance and Financial Services is a reputable insurance agency located at 2880 Apalachee Parkway in Tallahassee, Florida. With a strong focus on providing top-notch insurance and financial services to individuals and businesses, our experienced team is dedicated to helping our clients secure their future and protect their assets. Whether you are in need of auto, home, life, or business insurance, our knowledgeable agents are here to guide you through the process and find the best coverage options for your specific needs. Trust Waterhouse Insurance and Financial Services to be your go-to source for all your insurance and financial planning needs.
2880 Apalachee Pkwy, Tallahassee, FL 32301, United States -
Bankers Life
● ClosedBankers Life, located at 1500 Mahan Drive in Tallahassee, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones about planning for the future.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
PFS Financial Services
● ClosedPFS Financial Services is a finance institution located at 1250 Blountstown Street in Tallahassee, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment advice, wealth management, and retirement planning. We strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
1250 Blountstown St Ste B Bldg 3, Tallahassee, FL 32304, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable institution located at 113 South Monroe Street in Tallahassee, Florida. As a leading bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong commitment to customer service and financial expertise, TIAA is dedicated to providing personalized solutions to meet the unique needs of each client. Visit TIAA Financial Services today to experience professional and reliable financial services in the heart of Tallahassee.
113 S Monroe St, Tallahassee, FL 32301, United States -
Avant Financial Group
● ClosedAvant Financial Group is a leading finance institution located at 259 John Knox Road in Tallahassee, Florida, United States. Specializing in a wide range of financial services, Avant Financial Group offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Avant Financial Group is committed to providing personalized and innovative financial strategies tailored to each client's unique needs. Whether you are looking for investment guidance, retirement planning, or wealth management services, Avant Financial Group is dedicated to helping you secure a stable financial future.
259 John Knox Rd, Tallahassee, FL 32303, United States -
Consumer Financial Services
● ClosedConsumer Financial Services is a renowned finance institution located at 1700 North Monroe Street in Tallahassee, Florida, United States. We are dedicated to providing top-notch financial services to consumers, helping them achieve their financial goals and secure their future. Our team of experts offers a wide range of services including loans, credit counseling, investment advice, and more. With a strong focus on customer satisfaction and financial literacy, Consumer Financial Services is committed to empowering individuals to make informed financial decisions and build a stable financial future. Visit us today and let us help you take control of your finances.
1700 N Monroe St #10, Tallahassee, FL 32303, United States -
Six Pillars Financial Advisors
● ClosedSix Pillars Financial Advisors is a finance institution located at 3343 Thomasville Road in Tallahassee, Florida, United States. They can be reached at (850) 488-0035, ext 2107 or via email at saustin@sixpillarfa.com. Securities are offered through LPL Financial, a registered broker-dealer, and insurance products are offered through LPL or its licensed affiliates. Investment advice is provided by Independent Advisor Alliance, a separate entity from LPL Financial. First Commerce Credit Union and Six Pillars Advisors are not registered as broker-dealers or investment advisors. Registered representatives of LPL offer products and services using Six Pillars Financial Advisors and may also be employees of First Commerce Credit Union. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Florida, Georgia, Alabama, Michigan, New York, Illinois, Louisiana, Montana, South Carolina, and Texas. It is recommended to check the background of this investment professional before engaging in any transactions.
3343 Thomasville Rd, Tallahassee, FL 32308, United States -
Money Tree of Florida Inc
● OpenMoney Tree of Florida Inc is a finance institution located at 1350 East Tennessee Street in Tallahassee, Florida, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and reliable financial solutions to meet the unique needs of our clients. Whether you need assistance with budgeting, investing, or obtaining a loan, Money Tree of Florida Inc is here to help. Visit us today to learn more about how we can help you grow your financial future.
1350 E Tennessee St # B1, Tallahassee, FL 32308, United States -
Computer Training & Consulting
● ClosedComputer Training & Consulting (CTC) is a leading institution located at 2709 Killarney Way, Tallahassee, Florida, United States. Our Professional Services support custom application development, networking devices, and complete network infrastructures for organizations of all sizes. Our team uses process management and automation tools to help increase efficiency, productivity, and reduce costs while improving quality and consistency. If you are facing IT issues, CTC offers custom software and tech solutions for both government and private sector communities. We provide a wide range of training materials for professionals in any field and offer free resources on our YouTube channel. Unsure if CTC is right for you? Explore our client history and watch a demo of one of our custom solutions to see the quality of our work.
2709 Killarney Way STE 5, Tallahassee, FL 32309, United States -
Prudential: Steve Halsell, CFP , ChFC , WMCP , RICP , CASL
● ClosedPrudential, headed by Steve Halsell, CFP, ChFC, WMCP, RICP, CASL, is a renowned finance and insurance agency located at 281 Pinewood Drive in Tallahassee, Florida, United States. With a team of highly qualified professionals, Prudential offers a wide range of financial services and insurance solutions to help individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Prudential is dedicated to providing personalized and expert guidance to meet your needs. Visit us today to learn more about our services and how we can help you plan for a more secure financial future.
281 Pinewood Dr, Tallahassee, FL 32303, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 3849 Killearn Court in Tallahassee, Florida, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their team of experienced financial advisors and insurance agents are committed to providing top-notch customer service and expert guidance to clients. Whether you are looking to plan for retirement, invest for the future, or secure your family's financial well-being, Northwestern Mutual is a trusted partner in helping you navigate the complexities of personal finance.
3849 Killearn Ct STE A, Tallahassee, FL 32309, United States -
Goode Financial
● ClosedGoode Financial is a reputable insurance agency located at 6688 Chevy Way in Tallahassee, Florida. With a commitment to providing top-notch financial services, Goode Financial offers a range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Goode Financial is dedicated to helping you find the perfect coverage at competitive rates. Trust Goode Financial for all your insurance needs and experience peace of mind knowing you are in good hands.
6688 Chevy Way, Tallahassee, FL 32317, United States -
Michelle Dolce, Bankers Life Agent
● ClosedMichelle Dolce, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a dedicated Bankers Life agent, Michelle Dolce provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Michelle Dolce offers expert guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking to secure your loved ones' future or plan for your own retirement, Michelle Dolce, Bankers Life Agent is committed to providing exceptional service and tailored insurance solutions to meet your specific goals and needs.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Robert Toolan - Prudential Financial
● OpenRobert Toolan - Prudential Financial is a reputable finance and insurance agency located at 281 Pinewood Drive in Tallahassee, Florida, United States. With a dedication to providing top-notch financial services and insurance products, the institution offers personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Robert Toolan - Prudential Financial is committed to helping you achieve your financial goals and secure your future. Contact them today to schedule a consultation and see how they can assist you in managing your finances effectively.
281 Pinewood Dr, Tallahassee, FL 32303, United States -
First Choice Life & Annuity, Inc.
● ClosedFirst Choice Life & Annuity, Inc. is a reputable insurance agency located at 113 South Monroe Street in Tallahassee, Florida, United States. Specializing in life insurance and annuities, our experienced team is dedicated to helping clients make informed decisions to secure their financial future. With a commitment to providing personalized service and tailored solutions, First Choice Life & Annuity, Inc. is the top choice for individuals looking to protect their loved ones and assets. Contact us today to learn more about our comprehensive insurance options.
113 S Monroe St, Tallahassee, FL 32301, United States -
North Florida Agents Network
● OpenNorth Florida Agents Network is an insurance agency located at 1342 Timberlane Road in Tallahassee, Florida. As a member of the SIAA network, we offer a range of opportunities for independent agents looking to expand their business. Whether you are already established in the industry or just starting out, we have a solution for you. Our goal is to support the growth and success of local independent insurance agencies by providing resources and support. Join NFAN to increase your agency's income and value.
1342 Timberlane Rd #202, Tallahassee, FL 32312, United States -
Randall Rust - Prudential Financial
● OpenRandall Rust - Prudential Financial is a reputable finance and insurance agency located at 3301 Thomasville Road in Tallahassee, Florida, United States. With a strong commitment to providing top-notch financial services and insurance solutions, this institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Randall Rust - Prudential Financial are here to assist you every step of the way. Trustworthy, reliable, and customer-focused, this institution is a trusted partner for all your financial needs.
3301 Thomasville Rd, Tallahassee, FL 32308, United States
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