The 30 Best Investment philosophy in Florida

Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.

Frey Masterson Investment Advisors is a renowned finance institution located at 2713 1st Avenue North, St. Petersburg, Florida, United States. With a team of experienced and knowledgeable advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Our commitment to excellence and integrity sets us apart in the industry, and we strive to build long-lasting relationships with our clients based on trust and transparency. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frey Masterson Investment Advisors is here to help you every step of the way.

Alhambra Investments, located at 8925 Southwest 148th Street in Palmetto Bay, Florida, is a finance institution that prides itself on its thorough market and economic research. This research drives their investment strategies, setting them apart from their competitors. They challenge mainstream economic and financial theories to deliver better results for their clients. With over 100 years of combined experience, their team of experts provides customized portfolios tailored to each client's needs. Alhambra Investments focuses on minimizing risk and delivering solid returns, positioning themselves as a conservative choice for investors. Their Fortress Portfolio strategy aims to protect clients from market downturns by leveraging commodity and real estate investments. The institution's core philosophy is to be a fortress against market storms, offering a unique and effective approach to investing.

INCA Investments is a finance institution located at 8950 Southwest 74th Court, Miami, Florida, United States. Founded in 2004, INCA manages over $500 million in assets for institutional clients. With a team representing diverse nationalities from the region and over 100 years of direct Latin American investment experience, INCA Investments uses a disciplined fundamental approach to invest in the equity markets of Latin America. Their investment philosophy is based on three main pillars: focusing on companies over countries, seeking mispriced opportunities in small and mid-cap companies, and investing in companies with strong business franchises and sustainable advantages. INCA Investments believes these companies are well-positioned to benefit from Latin America's secular consumer growth story.

All American Realty & Investment Group is a real estate agency located at 68 Beal Parkway Southwest in Fort Walton Beach, Florida. Specializing in property management and real estate sales, our team is dedicated to providing top-notch service to our clients, particularly military personnel looking to rent out and manage their homes. As veterans ourselves, we understand the unique needs of military service members and strive to exceed expectations. Our management philosophy is centered around an "owners mentality" approach, where we consider our clients as partners and only profit when they do. We prioritize long-term tenants over quick turnovers, helping to minimize vacancies and expenses for property owners. With a customized marketing plan, thorough tenant screening process, and efficient rent collection system, we take care of everything to ensure a smooth and hassle-free experience for both property owners and tenants.

Park Maitland Preschool, located at 2440 Howell Market Lane in Winter Park, Florida, is a top-notch educational institution dedicated to providing quality education and care to children in the surrounding communities. Our Links to Learning curriculum prepares young learners for success in elementary school and beyond, focusing on academic, social, and emotional development. Our experienced teachers create a stimulating environment where children can explore, learn, and play. Many of our graduates continue their education at our sister elementary schools in Winter Park and Maitland. In addition to preschool, we also offer grades K-8, before and after school programs, and summer camp. Spring Education Group, our parent company, is backed by Primavera Holdings Limited, an investment firm with operations in Hong Kong, China, Singapore, and the United States. Parents rave about our dedicated teachers and engaging curriculum, making Park Maitland Preschool a top choice for families in the area.

Chesterbrook Academy Preschool in Coconut Creek, located at 5520 Alexandria Boulevard in Florida, is a top-notch educational institution dedicated to providing exceptional care and education to children in the surrounding communities. Our Links to Learning curriculum is designed to prepare children for success in elementary school and beyond, focusing on academic, social, and emotional development. Our passionate teachers create a nurturing environment where children can explore, learn, and grow. As part of the Spring Education Group, we are backed by Primavera Holdings Limited, an investment firm with a global presence, ensuring a high standard of quality and excellence in education. Join us at Chesterbrook Academy Preschool for an enriching and rewarding learning experience for your child.

Morning Star School, located at 210 East Linebaugh Avenue in Tampa, Florida, is a primary school specializing in educating elementary and junior-high age children with learning disabilities and related challenges. Recognized as a School of Excellence by the National Association of Special Education Teachers in 2018-2019 and 2022-2023, Morning Star School offers a proven approach to help students achieve success in life. With small classes of 10-12 students and dedicated Special Education Instructors, the school provides a supportive and nurturing environment for children to thrive. Additionally, the institution offers a Tuition Assistance Program to help families with expenses, as well as an Extended Day Program. Prospective families can learn more about the admissions process for the 2024-2025 school year by making an inquiry on the school's website. Morning Star School is committed to investing in children and providing a quality education for those with special learning needs.

Els & Associates Inc is a finance, health, and insurance agency located at 437 Apollo Beach Boulevard, Apollo Beach, Florida, United States. Our mission is to help people manage their risks and achieve their dreams through proper advising. We have been serving the Southeast community by helping individuals meet their financial goals using insurance products. Our team values building close relationships with our clients to address their financial concerns and provide confidence for their future. We understand the challenges of market fluctuations and economic uncertainty, which is why we are dedicated to earning your trust and helping you achieve financial security. With integrity and transparency, we assess your financial situation and make suitable recommendations to meet your needs. Our founder, Eric, believes in a philosophy of doing the right thing for clients, based on shared values, quality service, trust, integrity, and financial strength. We offer informational reports to help pre and post retirees maximize their retirement benefits, with a focus on providing valuable insights for your financial future.

Retallick Financial Group, located at 27911 Crown Lake Boulevard in Bonita Springs, Florida, is a trusted institution offering a range of services including accounting, finance, health, and insurance. Led by Don Retallick, the team at Retallick Financial Group is dedicated to helping clients achieve their long-term financial goals through the use of insurance products. They believe in honesty, integrity, and simplifying the complexities of retirement planning. Their seminars, held at upscale restaurants, provide clients with gourmet meals while offering valuable information on retirement in today's volatile climate. With a focus on protecting principal, providing a reasonable rate of return, and keeping things simple, Retallick Financial Group ensures that clients can retire well and enjoy the fruits of their labor.

Sharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.

Retallick Financial Group, located at 9160 Forum Corporate Parkway in Fort Myers, Florida, is a finance institution dedicated to helping customers achieve their long-term financial goals through the use of insurance products. Led by Don Retallick, the institution prioritizes honesty, integrity, and a commitment to simplifying the complexities of retirement planning. At Retallick Financial Group, seminars are held at upscale restaurants where attendees can enjoy gourmet meals while receiving valuable information about retirement planning in today's uncertain economic climate. The institution focuses on discussing strategies, markets, and ways to protect principal and provide a reasonable rate of return.

Couples Seeking Solutions is a health institution located at 3038 North Federal Highway in Fort Lauderdale, Florida, United States. The institution focuses on building a strong foundation for relationships to flourish and create a lasting love legacy that brings joy. Couples are encouraged to commit to creating a partnership rooted in truth, skill, and secure emotional intimacy, going beyond the honeymoon phase to deepen their connection. Services offered include communication skills development, increasing intimacy, and discovering new ways to understand each other. The institution aims to help couples feel heard, respected, and acknowledged, investing in the vitality of their relationships. The Sacred Partners membership provides access to masterclasses, communication programs, and new offerings hosted by Dr. Eva Brown, a licensed Marriage and Family Therapist with 15 years of experience.

Seed & Bean Market is a unique bakery, cafe, food, and store located at 1520 Broadway in Fort Myers, Florida, United States. Founded in 2018 by four individuals with cannabis industry backgrounds, our passion for CBD, great coffee, unique beer, and delicious food has transformed into a comfortable lifestyle destination for our community. As the first CBD marketplace of its kind, we are committed to offering only the highest quality foods and beverages, rigorously tested CBD products, and a relaxed atmosphere that sets us apart in the region. Our philosophy is simple: Our community is our home, and our customers are our family.

Kooler Ice Vending Machine is a food and grocery store located at 1000 U.S. 98 in Mexico Beach, Florida, United States. Are you a retailer looking for a safer and more convenient way to sell ice and water while increasing profits? Download Kooler Ice's The Retailers Guide to Ice Vending to learn more about the benefits of adding an ice vending machine to your business. Since 2007, all Kooler Ice Vending Machines have been built using our patented “Touch-less Ice Delivery System”, ensuring that you are the first person to touch the bag of ice. This eliminates human interaction with the ice, decreasing the possibility of contamination and making our machines the safest option for purchasing ice and water in your area.

Oppenheim Law is a boutique law firm located at 2500 Weston Road in Weston, Florida, United States. Founded in 1989 by a husband and wife legal team, Oppenheim Law is known for treating clients like family and providing comprehensive legal solutions. Specializing in real estate law, the firm also offers services in areas such as business law, consumer rights, commercial litigation, foreclosure, employment, and contract law. With a team of experienced attorneys, Oppenheim Law is dedicated to providing high-quality legal services based on over 75 years of collective legal experience. The firm's philosophy is rooted in the golden rule, ensuring that clients are treated with the same respect and care as the attorneys would want for themselves.

Nolan IP Law, located at 6615 Boynton Beach Boulevard in Boynton Beach, Florida, is dedicated to promoting the progress of science and useful arts through the protection of patents and trademarks. Specializing in assisting individual inventors, start-up and small businesses, as well as large companies, Nolan IP Law offers experienced legal representation to secure intellectual property rights in a cost-effective and timely manner. With a focus on client satisfaction, the firm provides flat fee pricing to ensure clients can stick to their budgets without fear of unexpected costs. The firm's philosophy is built on respect, honesty, and fairness, aiming to help clients obtain the rewards they deserve for their contributions. With a deep understanding of the complexities of IP law, Nolan IP Law guides clients through the process of securing patents, trademarks, copyrights, and trade secrets. The firm also offers flexible payment options to accommodate clients with limited budgets. Unlike traditional law firms that bill by the hour, Nolan IP Law prioritizes client satisfaction and transparency in pricing, offering a more client-friendly approach to legal services.

Amerity Financial, located at 15310 Amberly Drive in Tampa, Florida, is a finance institution dedicated to helping clients protect and grow their retirement savings. With a conservative old school philosophy of "grow it and keep it," Amerity Financial focuses on ensuring that the assets accumulated over a lifetime last through retirement. The institution provides leading solutions for safety, growth, and income to guarantee financial independence in the face of longer, healthier lives. Safety is always the top priority, and Amerity Financial believes that market fluctuations should not put retirement savings at risk. By prioritizing competitive returns and access to funds for financial obligations, Amerity Financial aims to give clients peace of mind and security for their future.

Waters Wealth Management is a leading finance institution located at 6392 1st Avenue North in St. Petersburg, Florida, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. At Waters Wealth Management, we are dedicated to helping our clients build and preserve their wealth for a secure financial future.

Merrill Lynch Financial Advisor Cindy L Hall is a finance institution located at 1401 Manatee Avenue West, Bradenton, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Cindy Hall can help create a flexible strategy tailored to your specific needs, with access to the investment insights of Merrill and banking solutions from Bank of America. With a focus on community involvement, Cindy Hall volunteers with organizations in the local area. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan based on your goals. Your financial advisor will prioritize what matters most to you, whether it's planning for retirement, saving for a home, or funding education. By understanding your investment personality through an assessment, Cindy Hall can customize a financial approach to help you achieve your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track. With a dedicated focus on understanding your priorities, Cindy Hall works with you to design and implement a personalized plan to manage investment risk and pursue financial goals. By staying informed of changes in your life and the financial markets, Cindy Hall helps you achieve what's most important to you. Through a one-on-one relationship, Merrill Lynch Wealth Management Advisors provide tailored investment strategies and comprehensive financial solutions to address your needs and goals. With a commitment to personalized service, Cindy Hall is available to listen, guide, and help you navigate the financial complexities of life.

WealthGen Advisors is a finance institution located at 650 Central Avenue, Sarasota, Florida, United States. We specialize in offering all-inclusive, fee-only retirement planning and wealth management services at a low cost, leveraging technology to provide efficient solutions. Our retirement plan consultants design and maintain low-cost plans while ensuring compliance with established processes. Our library of free resources is regularly updated to keep clients informed about the latest changes in the financial industry. At WealthGen Advisors, we believe in proactive financial planning to help clients achieve their dream lifestyle. Our team of Certified Financial Planners® offers second opinions to ensure clients make informed decisions. We cater to affluent clients in Sarasota, Florida, helping them manage and enhance their financial prosperity throughout retirement using a sophisticated yet cost-effective approach.

J.W. Cole Financial, Inc. is a finance institution located at 4301 Anchor Plaza Parkway in Tampa, Florida, United States. Our belief is that time is the most valuable resource in the world, and we help people make better use of it so they can live their best lives. We work exclusively with Relationship-Driven, Client-Centric, Fiercely-Independent Financial Professionals. At J.W. Cole, our Financial Professionals have names, not numbers, and we prioritize personalized service over automated messages. Our professionals have praised us for our proactive approach, flexibility, and commitment to core values of honesty, integrity, and personalized services.

White Oaks Wealth Advisors is a finance institution located at 1717 2nd Street in Sarasota, Florida, United States. Established in 1986, we are a dedicated team of professionals with over 100 years of combined industry experience. We pride ourselves on being a client-focused family, offering the most respected designations in the industry to provide expert advice in various fields. What sets us apart is our unique approach to wealth management. We follow the investment philosophy of ultra-wealthy families, giving our clients access to a broader range of investments. As a fiercely independent firm, we have the freedom to choose from any investment option available in the market. Our clients have the advantage of working directly with our investment committee, ensuring personalized decision-making.

Oakwood Capital Advisors, LLC is a finance institution located at 12510 World Plaza Lane in Fort Myers, Florida, United States. They offer a range of financial services including investment management, financial planning, and wealth management. With a team of experienced professionals, Oakwood Capital Advisors, LLC provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Oakwood Capital Advisors, LLC can help guide you towards a secure financial future.

Merrill Lynch Financial Advisor William Sims is a finance institution located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. At Merrill Lynch, managing your wealth begins with a comprehensive understanding of your financial situation and goals. William Sims can help create a flexible strategy tailored to today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. William Sims is dedicated to participating in the local community and volunteers with organizations to give back. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your financial advisor, William Sims focuses on what matters most to you, whether it's family, goals, or priorities that evolve over time.

Prescott Financial is a boutique financial services firm located at 111 South Moody Avenue in Tampa, Florida. Our team of financial professionals offers customized guidance, strategies, and planning to help clients achieve their financial goals. Whether you need help developing a financial strategy, creating an executive benefits program for your business, or analyzing your asset allocation, we are here to assist you every step of the way. We provide asset management services designed to help individuals implement a disciplined investment strategy that aligns with their goals. Our comprehensive financial planning approach considers both your financial and personal life, taking into account your hopes, values, and dreams. We aim to protect you and your family from various financial risks, such as those associated with loss of life, disability, and estate taxes.

Crash Proof Retirement, located at 2056 Vista Parkway in West Palm Beach, Florida, is a unique finance institution founded by Retirement Phase Expert Phil Cannella. The institution offers a one-of-a-kind retirement strategy that focuses on protecting and growing investors' nest eggs in preparation for the retirement phase of life. With over 5,000 Crash Proof® Consumers potentially earning double-digit interest returns each year, the institution provides exclusive insights on the future of the economy from leading minds in the industry. The Crash Proof Retirement System is designed to preserve principal investments at no market risk, utilizing a variety of interest-bearing investment vehicles that do not erase gains in the event of a market downturn. Phil Cannella and his team of Crash Proof® Analysts conduct Financial MRIs on current investment portfolios to identify potential risks to clients' retirement futures. Each Crash Proof® consumer receives a complimentary Annual Review to modify strategies within their customized Crash Proof Retirement System, tailored to address their unique financial concerns and retirement goals. The institution prides itself on being consumer-driven, with all Crash Proof investments completely absent of fees to protect clients from losing their principal.

Lee Wealth Management is a premier financial institution located at 1662 U.S. 1 in the beautiful city of Jupiter, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Lee Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Amerity Financial, located at 1500 Gateway Boulevard in Boynton Beach, Florida, is a finance institution dedicated to helping clients protect and grow their retirement savings. With a conservative, old school philosophy of "grow it and keep it," Amerity Financial focuses on providing solutions that guarantee safety, growth, and income for their clients' assets. In a world where people are living longer, healthier lives, Amerity Financial helps clients reevaluate their financial independence and ensure that their accumulated assets will last through retirement. Safety is always the top priority at Amerity Financial, and they believe that just because the market experiences ups and downs, it doesn't mean your retirement savings have to. With a focus on competitive returns and access to funds for meeting financial obligations, Amerity Financial aims to give clients peace of mind and help them secure their financial future.

Amerity Financial, located at 1645 Palm Beach Lakes Boulevard in West Palm Beach, Florida, is a finance institution that focuses on protecting and growing retirement savings. With a conservative approach, Amerity Financial believes in the philosophy of "grow it and keep it" rather than risking potential losses. The institution provides leading solutions to ensure safety, growth, and income for clients, especially considering the longer lifespan of individuals today. Safety is always the top priority at Amerity Financial, and they strive to provide competitive returns on investments while ensuring access to funds for financial obligations. With a focus on income planning, Amerity Financial aims to give clients peace of mind and financial independence for the future.