TOP 30 Investment performance tracking in Florida

62 results found

Raymond James Financial Services is a finance institution located at 7785 Baymeadows Way in Jacksonville, Florida, United States. With a commitment to providing personalized financial advice and services, Raymond James helps individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Raymond James offers a wide range of financial services to meet your needs. With a team of experienced financial advisors and a reputation for excellence, Raymond James Financial Services is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor E Lee Bledsoe is located at 50 North Laura Street in Jacksonville, Florida, United States. Supported by the global resources of Merrill, the team at Bledsoe Baker Busch & Associates is committed to building strong client relationships based on trust and personalized service. Jim, a key member of the team, focuses on performance analysis of various asset classes and development of portfolio strategies. With a bachelor's degree in business and the Certified Investment Management Analyst® designation, Jim conducts ongoing investment research to help clients capitalize on available opportunities. The institution offers personalized financial advice and services to help clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, the team at Merrill Lynch aims to understand clients' investing preferences and customize financial approaches accordingly. The institution also provides tools to help clients track changes in their lives and financial goals. By working closely with clients to design and implement personalized plans, the team at Merrill Lynch strives to help clients manage, grow, and preserve their wealth. With a focus on understanding clients' priorities and providing tailored solutions, Merrill Lynch Financial Advisor E Lee Bledsoe is dedicated to helping clients achieve their financial aspirations.

Antonetti Capital Management LLC is a finance institution located at 721 1st Avenue North in St. Petersburg, Florida, United States. Since 1995, we have been providing superior investment advice and management services to clients. Our team, led by Pat Antonetti, works closely with each client to develop personalized investment strategies that align with their financial goals and risk tolerance. As fee-only investment advisors, we prioritize professional advice and friendly service. We offer quarterly performance comparisons to help clients make informed decisions about their investments. Our investment philosophy focuses on clear and concise strategies, avoiding complex financial products that may be costly and less effective.

Merrill Lynch Financial Advisor Mark J Anderson, located at 222 Lakeview Avenue in West Palm Beach, Florida, offers personalized wealth management planning tailored to address your unique financial concerns and goals. With a disciplined planning process and access to a global network of research and specialists, the team at Merrill Lynch can help you optimize your short- and long-term financial objectives, such as retirement planning, education funding, and wealth transfer. By starting with a conversation to understand your aspirations and priorities, the team at Merrill Lynch can help you develop a customized financial approach that aligns with your goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can gain deeper insights into your investing preferences and create a personalized plan centered on your objectives.

Merrill Lynch Financial Advisor Lawrence P Shields is located at 1 Town Center Road, Boca Raton, Florida, United States. Lawrence has been in the financial services industry since 1980 and is a Senior Financial Advisor and Senior Vice President. He specializes in helping clients build wealth management strategies tailored to their individual needs. Lawrence and his team at Merrill Lynch focus on developing comprehensive wealth management plans centered around clients' goals and aspirations. They provide personalized service and utilize the global resources of Merrill to build strong client relationships based on trust. Lawrence believes in understanding each client's unique financial situation and goals in order to design and implement personalized plans to help them pursue financial success while managing investment risk. Through Merrill Personal Wealth Analysis™, clients can work with Lawrence to create a personalized plan focused on achieving their objectives.

Emerald Financial Group is a leading finance institution located at 5301 North Federal Highway in Boca Raton, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Whether you are looking to grow your investments or plan for your future, Emerald Financial Group is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their personalized financial solutions.

Merrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.

PrietoCruz Advisors is a leading financial institution located at 2700 Southwest 3rd Avenue in Miami, Florida, United States. With a team of experienced advisors, we provide expert financial guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, PrietoCruz Advisors is here to help. Trust us to provide you with the knowledge and expertise needed to make sound financial decisions and secure your financial future.

Martin Norcini, CIMA - UBS Financial Services Inc. is a leading finance institution located in the heart of Miami, Florida. Specializing in investment management and financial planning, our team of experts, led by Martin Norcini, CIMA, are dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of professionalism and expertise in the industry. Visit us at 100 Southeast 2nd Street to learn more about how we can help you secure your financial future.

BMB Financial Services is a premier accounting and finance institution located at 120 East Oakland Park Boulevard in Oakland Park, Florida, United States. With a team of experienced professionals, BMB Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are a small business owner or an individual looking to secure your financial future, BMB Financial Services is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact us today to learn more about how we can assist you with your financial needs.

The Property Management Division of RE/MAX Premier Realty, located in Ocala, Florida, offers full-service property management and real estate services in Northern Florida, including Ocala, The Villages, and Mount Dora. Specializing in residential and multi-family properties, we take the stress out of managing your rental property by handling everything from tenant screening to rent collection to maintenance issues. Our market analysis tools help landlords make informed decisions about their investments, while our detailed financial reporting tools make it easy to track your property's performance. With 24/7 portal access for tenants and owners, we provide a convenient way to manage properties efficiently. Our team of experienced professionals is dedicated to providing exceptional service and ensuring your investment is well taken care of. Let us help you maximize your rental income and minimize the headaches of property management. Contact us today for a free rental analysis and see how we can help you succeed in the rental market.

Kon & Associates LLC is a reputable law firm located at 2131 Hollywood Boulevard in Hollywood, Florida. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of expert representation. Specializing in various areas of law, including personal injury, criminal defense, and family law, we strive to achieve the best possible outcomes for our clients. With a commitment to excellence and a track record of success, Kon & Associates LLC is the go-to law firm for all your legal needs in Hollywood, Florida.

Champion Capital is a prestigious financial institution located at 3510 Kraft Road in Naples, Florida, United States. With a strong focus on providing top-tier financial services and investment opportunities, Champion Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Our team of experienced professionals is committed to delivering personalized and strategic financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Champion Capital is here to guide you every step of the way.

Welcome to VG Motors, the premier LoJack dealer in the United States, conveniently located at 6710 Embassy Boulevard, Port Richey, Florida 34668. As the highest-rated and most reviewed LoJack dealer nationwide, we specialize in providing top-tier vehicle recovery solutions to ensure your peace of mind. At VG Motors, we offer a seamless online shopping experience for purchasing LoJack devices. Once you make a purchase, our certified local technicians will deliver the LoJack device to your location and perform the installation at a time and place that suits you best—completely free of charge. Our efficient installation process typically takes less than an hour, allowing you to enjoy the comfort of your home while we work on securing your vehicle.

Welcome to HUBER Contracting, LLC Located at 2401 West Bay Drive, Largo, Florida, HUBER Contracting, LLC is your trusted partner for all your construction needs in the Tampa Bay Area. As a leading general contractor, we pride ourselves on bringing extensive experience and forward-thinking solutions to every project we undertake. Whether it's commercial new builds, renovations, or select residential projects, we are committed to delivering quality workmanship and professionalism.

nonsense 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.

Welcome to Castle Roofing & Construction – Your Trusted Roofing Experts in Palm Harbor and Clearwater, Florida! Located at 29399 US Highway 19 North, Clearwater, Florida 33761, Castle Roofing & Construction is your go-to general and roofing contractor with over 25 years of trusted service in the Tampa Bay area. Whether you need a minor roof repair or a complete roof replacement, our certified technicians are here to provide you with reliable, high-quality service. We offer FREE estimates to help you make informed decisions about your roofing needs.

Welcome to The Roofing Company of Tampa Bay, your trusted roofing contractor located at 5635 State Road 54, New Port Richey, Florida 34652. We are proud to serve the New Port Richey community and surrounding areas with top-notch residential and commercial roofing services. With over 4,500 projects completed, our dedication to quality and customer satisfaction is reflected in our 800 positive reviews and an A BBB rating. Our expert team specializes in both residential and commercial roofing solutions, ensuring your home or business is well-protected with quality installations and reliable repairs. We also offer fast emergency roof repairs, with a dedicated rapid response team ready to protect your property from further damage.

Welcome to HUBER Contracting LLC, your trusted partner in construction excellence, located at 6272 B 147th Ave, Clearwater, Florida. As a forward-thinking general contractor, we proudly serve the Tampa Bay Area with a comprehensive range of construction services tailored to meet your every need. Our expertise encompasses all phases of commercial new builds, renovations, and select residential projects, with a steadfast commitment to delivering quality workmanship and professionalism. At HUBER Contracting, we understand that quality counts. This is why we collaborate with some of the best architects and builders in the local industry, ensuring that every project we undertake meets the highest standards. Our team is equipped with exceptional time management skills, ensuring that each level of your construction project is completed on schedule and within budget.

Welcome to Manasota Commercial Construction Co., your trusted general contractor located in the heart of Bradenton, Florida, at 1310 4th Avenue West. With over 34 years of experience in the construction industry, we pride ourselves on enhancing your construction experience through personalized service and innovative ideas tailored to each project. Our unwavering commitment to customer satisfaction drives us to deliver 100% functional and aesthetically pleasing buildings at optimal costs, adhering to required performance standards and your specific needs. At Manasota, we understand the critical importance of staying on schedule and within budget. Our exceptional track record in cost and schedule control is a testament to our dedication to sound management and decision-making. We collaborate closely with your staff and architects to create a project approach that meets your unique requirements, ensuring that every detail is meticulously managed from start to finish.

experience and a commitment to excellence, Spray Foam Architects of Florida is your go-to general contractor for premier insulation services. Located at 8336 Breeze Drive, North Fort Myers, Florida, we specialize in delivering customized insulation solutions designed to enhance energy efficiency and indoor comfort for both residential and commercial properties. Our mission is simple: to provide exceptional service and superior insulation products that meet the specific needs of our clients. With a deep understanding of Fort Myers’ humid subtropical climate, our team is adept at addressing the challenges of high humidity, intense heat, and occasional severe weather. We offer moisture-resistant insulation materials that combat mold growth and deterioration, as well as solutions that improve thermal performance year-round.

Welcome to My Eye Guy Coffee Guy, your one-stop destination for exceptional eye care and delightful coffee experiences in Pensacola, Florida. Conveniently located at 6700 N Davis Hwy, Pensacola, FL 32504, our unique business combines the best of both worlds: top-notch vision services and a cozy café atmosphere. Vision Services: At My Eye Guy Coffee Guy, we believe everyone deserves to see clearly and confidently, without breaking the bank. We offer a FREE eye exam with the purchase of a complete pair of glasses or $59 OFF your eyeglass purchase when you bring your doctor's prescription. As part of the renowned Fifty Dollar Eye Guy, we provide Florida’s best prices for eyewear and glasses, featuring over 2,500 designer eyeglass frames. Our experienced and friendly staff are experts in helping you select frames that perfectly match your face shape and personal style. With more than 6,000 styles in stock, you'll never feel pressured to settle for anything less than perfect.

Welcome to Synovus Bank, located at 4018 Tampa Road, Oldsmar, Florida 34677. As a trusted provider of banking, ATM, and financial services, we are committed to helping you manage your finances with ease and confidence. Our digital banking platform offers a secure and user-friendly experience, allowing you to perform everyday banking tasks, pay bills, and set alerts from anywhere at any time. With over 130 years of experience, Synovus Bank has built a strong reputation for trust and reliability. Our roots trace back to a simple act of kindness at a Georgia textile mill in 1888, and we have grown to become a proud part of communities across the Southeast, including Alabama, Georgia, Florida, Tennessee, North Carolina, and South Carolina.

Welcome to Ameriprise Financial, Spring Hill, Florida At Ameriprise Financial, located at 5085 Commercial Way, Spring Hill, Florida 34606, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. As a reputable institution in the banking and finance industry, we pride ourselves on our commitment to ethical standards, comprehensive education, and personalized client service.

Welcome to Merrill Lynch Financial Advisor Stephen T Jerome, your trusted partner in navigating the complexities of finance and investment. Located at 1401 Manatee Avenue West, Bradenton, Florida, we are dedicated to providing you with access to a wide range of investment solutions from Merrill and banking products from Bank of America. Our commitment is to deliver timely insights into market trends and the global economy, helping you stay informed and on track with your financial goals. At Merrill Lynch Financial Advisor Stephen T Jerome, our mission is to understand your unique financial aspirations and what matters most to you. We take the time to listen and comprehend your current wealth status and future objectives. With this understanding, we work together to design a personalized plan aimed at helping you and your family achieve financial goals while managing investment risks effectively. Our approach focuses on transforming your aspirations into reality.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome to Travis J Pettengil PLLC, Charles Rutenberg Realty, Inc., your trusted real estate agency located at 1545 South Belcher Road, Clearwater, Florida. With a commitment to excellence and a deep understanding of the local market, Travis J Pettengil is dedicated to helping you achieve your real estate goals in Pinellas County and beyond. Whether you're buying your first home, searching for a perfect investment property, or looking to sell quickly, Travis brings unparalleled expertise, market knowledge, and a client-first approach to every transaction. Known for his responsiveness and dedication, Travis goes above and beyond to ensure his clients' success and satisfaction.

Welcome to SWFL Real Estate Guide Discover the pinnacle of real estate in Southwest Florida with SWFL Real Estate Guide, located at 1210 Del Prado Boulevard South, Cape Coral, Florida. As a premier real estate agency, we specialize in providing comprehensive services for buyers and sellers throughout the vibrant communities of Southwest Florida.