Investment plans in Lake City, Florida
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Compass Lake In the Hills
● ClosedCompass Lake In the Hills is a picturesque institution located at 645 Compass Lake Drive in Alford, Florida. This multifaceted establishment offers a variety of services including lodging, real estate agency, RV park, and travel agency. Nestled in the heart of nature, guests can enjoy a tranquil stay surrounded by the beauty of Compass Lake. Whether you're looking to buy or rent property, plan a vacation, or simply relax in a cozy cabin, Compass Lake In the Hills has something for everyone. Experience the charm and hospitality of this unique institution in the United States.
645 Compass Lake Dr, Alford, FL 32420, United States -
East Lake Insurance & Taxes Tarpon Springs
● ClosedEast Lake Insurance & Taxes Tarpon Springs is a trusted institution located at 3033 Ridgeline Boulevard in Tarpon Springs, Florida. Specializing in accounting, finance, and insurance services, they provide expert guidance and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services to help clients navigate the complexities of tax preparation, insurance coverage, and financial planning. Whether you are looking for assistance with taxes, insurance policies, or investment strategies, East Lake Insurance & Taxes Tarpon Springs is dedicated to helping you achieve your financial goals.
3033 Ridgeline Blvd b2, Tarpon Springs, FL 34688, United States -
Madison Planning Group
● ClosedMadison Planning Group is a trusted finance and insurance agency located at 6415 Lake Worth Road in Greenacres, Florida, United States. With a team of experienced professionals, they provide personalized financial planning and insurance solutions to help individuals and businesses achieve their goals and protect their assets. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Madison Planning Group is dedicated to providing expert guidance and exceptional service. Contact them today to start planning for a more secure tomorrow.
6415 Lake Worth Rd STE 212, Greenacres, FL 33463, United States -
The Lake Sumter Group - Morgan Stanley
● OpenThe Lake Sumter Group - Morgan Stanley is a leading financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Specializing in wealth management, investment banking, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in all areas of finance. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, The Lake Sumter Group - Morgan Stanley is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you and your family for years to come.
832 Lake Sumter Landing, The Villages, FL 32162, United States -
Lake Advisory Group
● ClosedLake Advisory Group is a leading finance institution located at 108 South Old Dixie Highway in the picturesque town of Lady Lake, Florida. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Lake Advisory Group is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
108 S Old Dixie Hwy, Lady Lake, FL 32159, United States -
Traditions Wealth and Legacy Planning
● ClosedTraditions Wealth and Legacy Planning is a finance institution located at 801 International Parkway in Lake Mary, Florida, United States. Our mission is to help you make financial independence a new family tradition by creating a multi-generational plan for your family wealth. We believe in preserving wealth for the next generation by helping your beneficiaries understand and implement the legacy you pass on to them. Our Founder & President, Lemar Williams, was recognized by the Association of African American Financial Advisors for his excellence in the field. At Traditions Wealth and Legacy Planning, we treat our clients like family and aim to build a trusting relationship so we can anticipate your needs and provide proactive strategies and solutions. We offer comprehensive wealth and legacy planning strategies for you, your family, and future generations. Please consult your legal advisor for specific legal advice. Visit our Resource Center for articles and resources on wealth and legacy planning, retirement planning, estate planning, investing, and more. Contact us at (407) 553-3573 or email [email protected] for more information. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Remember, no offers may be made or accepted from residents of states where our representatives are not properly registered or licensed.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United States -
Virji Investments Inc
● ClosedVirji Investments Inc is a leading finance institution located at 1331 International Parkway in Lake Mary, Florida, United States. With a strong reputation for providing expert financial advice and investment strategies, Virji Investments Inc is dedicated to helping its clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Virji Investments Inc is here to help. Trustworthy, reliable, and committed to excellence, Virji Investments Inc is your partner in financial success.
1331 International Pkwy STE 2291, Lake Mary, FL 32746, United States -
Collaborative Wealth of Lake Nona
● ClosedCollaborative Wealth of Lake Nona is a finance and insurance agency located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Our dedicated Wealth Advisor, Brenton, specializes in creating comprehensive financial strategies and wealth preservation for individuals, including physicians, government employees, and small businesses. With a focus on guiding clients through the phases of wealth accumulation, consolidation, and distribution, Brenton brings a wealth of experience to our team. Prior to joining Collaborative Wealth, Brenton served as a financial advisor with Securian Financial Services and as a member of the U.S. Marine Corps, where he was deployed to Afghanistan and Iraq in support of Operation Enduring and Iraqi Freedom. His military service was recognized with several prestigious medals and ribbons. Brenton holds a Bachelor of Science in Business Administration in Finance from the University of Central Florida. At Collaborative Wealth of Lake Nona, we offer a range of services including investment advisory, risk management, charitable trusts and estate planning, insurance, and group benefits. Our team is committed to providing personalized financial solutions to help our clients achieve their goals. We are registered with the SEC as an Investment Advisor, and Brenton is a CERTIFIED FINANCIAL PLANNER™ with licenses in Series 66, Life, Health, and Variable Annuity. Contact us today to learn more about how we can help you secure your financial future.
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827, United States -
Great Lakes Benefits and Wealth Management
● ClosedGreat Lakes Benefits and Wealth Management is a leading institution in accounting and finance located at 150 153rd Avenue, Madeira Beach, Florida, United States. With a team of experienced professionals, we provide top-notch financial services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, we offer a wide range of services tailored to meet our clients' needs. Trust us to help you secure your financial future and grow your wealth.
150 153rd Ave #302, Madeira Beach, FL 33708, United States -
C Garrett Moore, CFP® - Retirement & Investment Advisor
● ClosedC Garrett Moore, CFP® is a trusted retirement and investment advisor located at 12343 Whisper Lake Drive in Bradenton, Florida. With a focus on financial planning and wealth management, C Garrett Moore provides personalized services to help clients achieve their financial goals. As a Certified Financial Planner, C Garrett Moore offers expertise in retirement planning, investment strategies, and overall financial well-being. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, C Garrett Moore is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
12343 Whisper Lake Dr, Bradenton, FL 34211, United States -
Aksala Wealth Advisors - Retirement Planning & Portfolio Management
● ClosedAksala Wealth Advisors is a leading institution specializing in retirement planning and portfolio management. Located in Sarasota, Florida, our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals. Whether you are preparing for retirement or looking to optimize your investment portfolio, we offer personalized solutions tailored to your unique needs. With a focus on integrity and transparency, Aksala Wealth Advisors is committed to providing top-notch financial guidance and support to help you secure a prosperous future. Contact us today at 6260 Lake Osprey Drive to learn more about our services.
6260 Lake Osprey Dr, Sarasota, FL 34240, United States -
JTomik Investment Planning Group
● ClosedJTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.
6151 Lake Osprey Dr 3rd floor, Sarasota, FL 34240, United States -
Lakes Financial Services
● ClosedLakes Financial Services is a reputable finance institution located at 5131 Laurel Oak Court in North Port, Florida, United States. With a commitment to providing top-notch financial services, Lakes Financial Services offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced professionals at Lakes Financial Services are dedicated to helping you achieve your financial goals. Trust Lakes Financial Services to provide you with expert advice and personalized service to help secure your financial future.
5131 Laurel Oak Ct, North Port, FL 34287, United States -
Charles Todd Investment Consulting - UBS Financial Services Inc.
● OpenCharles Todd Investment Consulting - UBS Financial Services Inc. is a reputable finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a focus on providing top-notch investment consulting services, they offer personalized financial advice and solutions to help clients reach their financial goals. Their team of experienced professionals is dedicated to helping clients make informed decisions and navigate the complex world of investments. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Charles Todd Investment Consulting - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.
7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907, United States -
415 Tax Service, Korkis Financial Services East Lake
● Closed415 Tax Service, Korkis Financial Services East Lake is a reputable institution located at 3033 Ridgeline Boulevard in Tarpon Springs, Florida. Specializing in accounting and finance, they offer expert tax services and financial advice to individuals and businesses in the area. With a team of experienced professionals, clients can trust that their financial needs will be handled with care and precision. Whether you need help with tax preparation, financial planning, or investment advice, 415 Tax Service, Korkis Financial Services East Lake is dedicated to providing top-notch service to help you achieve your financial goals.
3033 Ridgeline Blvd b2, Tarpon Springs, FL 34688, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned financial institution located at 1057 Lake Sumter Landing in The Villages, Florida, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options, retirement planning services, and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments is dedicated to providing expert guidance and personalized support every step of the way. Visit their office in The Villages to learn more about their services and how they can help you make the most of your finances.
1057 Lake Sumter Landing, The Villages, FL 32162, United States -
The Floyd Investment Group
● ClosedThe Floyd Investment Group is a finance institution located at 1901 State Road 60 in Lake Wales, Florida, United States. We specialize in providing expert financial advice and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and make informed decisions about your money. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Floyd Investment Group is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.
1901 State Rd 60 Suite A, Lake Wales, FL 33853, United States -
Lake Lucerne Lifestyle Dentistry
● ClosedLake Lucerne Lifestyle Dentistry is a top cosmetic and implant dental institution located in Orlando, Florida. Since 2015, our dentists have been dedicated to providing holistic patient care, focusing on root causes of dental issues and educating patients on optimal treatment plans. Our team invests heavily in cutting-edge technology to minimize pain, speed up healing, and enhance the quality of care for each individual. Using Digital Smile Design technology, our cosmetic dentists can create a customized smile that fits your facial structure and preferences. We believe in creating natural-looking smiles that are unique to each patient. Our philosophy of integrated care allows us to provide most treatments in-house, reducing the need for costly specialists or third-party laboratories.
112 S Lucerne Cir E, Orlando, FL 32801, United States -
A & E All In One Services LLC
● ClosedA & E All In One Services LLC is a professional accounting and finance institution located at 7046 Peninsula Lake Court in Lake Worth Beach, Florida, United States. With a team of experienced experts, they provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment advice, A & E All In One Services LLC is dedicated to helping their clients achieve their financial goals. Contact them today to see how they can assist you with all your accounting and finance needs.
7046 Peninsula Lake Ct, Lake Worth Beach, FL 33467, United States -
Lake and Sea Beach House LLC
● OpenLake and Sea Beach House LLC is a premier real estate and travel agency located at 108 Carillon Market Street in the beautiful coastal town of Sunnyside, Florida. Specializing in beachfront properties, our agency offers a wide range of luxurious vacation rentals and investment opportunities for those looking to experience the ultimate beach lifestyle. Whether you're searching for a cozy cottage by the lake or a stunning seaside villa, our experienced team of agents is dedicated to helping you find the perfect property to meet your needs. Contact Lake and Sea Beach House LLC today to start planning your next seaside getaway or real estate investment.
108 Carillon Market St #2, Inlet Beach, FL 32413, United States -
Mill Dam Lake Resort
● ClosedMill Dam Lake Resort is a charming lodging destination nestled in the heart of Silver Springs, Florida. Conveniently located at 18975 Florida 40, this resort offers a tranquil escape for those looking to relax and unwind in the beauty of nature. As a real estate agency, Mill Dam Lake Resort also provides opportunities for guests to invest in their own slice of paradise. With a dedicated travel agency on site, guests can easily plan their next adventure or explore the surrounding area. Whether you're looking for a weekend getaway or a long-term investment, Mill Dam Lake Resort has something for everyone.
18975 FL-40, Silver Springs, FL 34488, United States -
Lake Smart
● OpenLake Smart is a finance institution located at 3724 Julius Estates Boulevard in Winter Haven, Florida, United States. We specialize in providing smart financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients make informed decisions and manage their finances wisely. Whether you need assistance with budgeting, investing, or saving for the future, Lake Smart is here to help. Contact us today to learn more about how we can assist you with your financial needs.
3724 Julius Estates Blvd, Winter Haven, FL 33881, United States -
MAA Mandarin Lakes
● ClosedMAA Mandarin Lakes is a premier real estate agency located in Jacksonville, Florida. Situated at 11001 Old Saint Augustine Road, this institution offers top-notch services for those looking to buy, sell, or rent properties in the area. With a team of experienced and knowledgeable real estate agents, MAA Mandarin Lakes is dedicated to providing excellent customer service and helping clients achieve their real estate goals. Whether you are looking for a new home, investment property, or rental, MAA Mandarin Lakes has the expertise to guide you through the process with ease. Contact them today to see how they can help you with all your real estate needs.
11001 Old St Augustine Rd, Jacksonville, FL 32257, United States -
Valencia Lakes Hoa
● OpenWelcome to Valencia Lakes HOA, your trusted financial partner located in the heart of Naples, Florida. Situated at 849-807 12th Avenue South, our dedicated team is committed to providing exceptional financial services tailored to meet the unique needs of our community. At Valencia Lakes HOA, we understand the importance of financial stability and growth, and we are here to guide you every step of the way. Whether you are looking for expert advice on budgeting, investment strategies, or financial planning, our experienced professionals are ready to assist you. We pride ourselves on delivering personalized service, ensuring transparency and trust in all our interactions. Discover the difference with Valencia Lakes HOA, where your financial well-being is our top priority. Visit us today and let us help you achieve your financial goals.
849-807 12th Avenue South, Naples, Florida 34102, United States -
Coit Group Fine Homes- Charles Rutenberg Realty- Real Estate Agents- Trinity- Tarpon Springs- Land O Lakes- Odessa- Florida
● ClosedWelcome to Coit Group Fine Homes, a premier real estate agency located in the heart of Tarpon Springs, Florida. Situated at 229 East Lemon Street, our agency proudly serves the vibrant communities of Trinity, Tarpon Springs, Land O Lakes, and Odessa. As a native of Clearwater, Florida, I bring a deep understanding and intricate knowledge of the Tampa Bay area to each client interaction, ensuring you receive the highest level of personalized service for all your real estate needs. Our agency specializes in a wide array of real estate services, including residential buying and selling, commercial and investment opportunities, luxury and vacation homes, and second homes. Whether you're in search of a single-family home, an office building, vacant land, or a condominium, we have the expertise to guide you through every step of the process. Our concierge service and commitment to client confidentiality are just the beginning of the exceptional service we provide.
229 East Lemon Street, Tarpon Springs, Florida 34689, United States -
Ragsdale Residential Realty Highland Lakes Residential Brokerage
● ClosedWelcome to Ragsdale Residential Realty Highland Lakes Residential Brokerage, your trusted partner in navigating the vibrant real estate market of Palm Harbor, Florida. Located at 3300 Macgregor Drive, our agency is dedicated to helping you find your dream home or sell your property with ease and confidence. At Ragsdale Residential Realty, we pride ourselves on our personalized approach to real estate. Whether you're a first-time homebuyer, looking to downsize, or seeking investment opportunities, we have the expertise and local knowledge to meet your needs. Our team, led by seasoned professional Sheri Larson Ragsdale, is committed to providing exceptional service with integrity and sincerity.
3300 Macgregor Drive, Palm Harbor, Florida 34684, United States -
ANY Process Services Inc
● ClosedANY Process Services Inc is a reputable finance institution located at 2755 Border Lake Road in Apopka, Florida, United States. We specialize in providing a wide range of financial services to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investing, or financial planning, we are here to help. Contact us today to learn more about how ANY Process Services Inc can help you secure your financial future.
2755 Border Lake Rd Suite #106, Apopka, FL 32703, United States -
Media Financial Services
● OpenMedia Financial Services is a leading accounting and finance institution located in West Palm Beach, Florida. With a commitment to providing top-notch financial services to media companies, our team of experts offers a wide range of services including financial planning, investment strategies, tax preparation, and more. Our convenient location at 1655 Palm Beach Lakes Boulevard makes us easily accessible to clients in the area. Trust Media Financial Services for all your financial needs and let us help you achieve your financial goals.
1655 Palm Beach Lakes Blvd #903, West Palm Beach, FL 33401, 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 -
First Commerce Credit Union
● ClosedFirst Commerce Credit Union is a trusted financial institution located at 2073 Summit Lake Drive in Tallahassee, Florida. Offering a wide range of financial services including ATM access, insurance, and various finance options, First Commerce Credit Union is dedicated to helping members achieve their financial goals. With a commitment to providing excellent customer service and personalized financial solutions, this credit union is a valuable resource for individuals and families in the Tallahassee area.
2073 Summit Lake Dr #100, Tallahassee, FL 32317, United States
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