TOP 10 Investment product recommendations in Florida

Freedom Financial Investment Advisor Group, located at 2069 First Street in Fort Myers, Florida, is a trusted and reliable financial institution dedicated to providing personalized financial strategies with a focus on tax savings. Founded in 2006 as an Independent Financial Services Company, Freedom Tax & Financial offers a wide range of Complete Financial Services to meet the unique needs and goals of their clients. Led by experienced Financial Advisor Mike Stone, who has been serving clients since 1989 and holds multiple securities registrations, including Series 7, 8, 24, 63, and 65, Freedom Tax & Financial prides itself on offering independent advice and recommendations without any proprietary products or sales quotas. Whether you are planning for retirement or already enjoying it, Freedom Tax & Financial has the tools and knowledge to help you reach your financial goals.

Dick Duffy - State Farm Insurance Agent is a trusted insurance agency located at 1832 Capital Circle Northeast in Tallahassee, Florida, United States. Our team is dedicated to providing comprehensive insurance solutions to protect you and your loved ones. We offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products offered by U.S. Bank National Association. Our team is also equipped to help you navigate through financial challenges such as divorce and spending habits, offering valuable advice and guidance.

Chuck Satterwhite - State Farm Insurance Agent is a reputable insurance agency located at 521 South 6th Street in Macclenny, Florida, United States. Chuck Satterwhite has been a State Farm Agent since 1982 and holds a B.A. from the University of Central Florida. With years of experience, he has achieved various qualifications and is dedicated to serving the community of Baker County. At Chuck Satterwhite - State Farm Insurance Agent, customers can receive assistance with auto, homeowners, life, and health insurance needs. The agency also offers valuable advice on financial matters, such as avoiding money mistakes in college and staying safe while driving on rural roads. Whether you are looking to purchase an RV or need guidance on insurance options, Chuck Satterwhite and his team are here to help.

Six 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.

Bruce Hagan CFP, located at 3116 Capital Circle Northeast in Tallahassee, Florida, is a finance institution that specializes in retirement planning and financial advising. With decades of experience, Bruce Hagan CFP offers personalized and comprehensive services to help you reach your financial goals. They provide a consultative service that includes a thorough review of your current retirement strategy, an evaluation of your financial standing, and a determination of essential retirement income needs. Using the most up-to-date financial tools and strategies, Bruce Hagan CFP offers a disciplined investment approach that is designed to help your assets last a lifetime. Their unique method of investing includes a core portfolio that matches income to known liabilities and a satellite portfolio that aims to outpace inflation and provide growth.

Canopy Roads Advisors is a finance institution located at 3320 Thomasville Road in Tallahassee, Florida, United States. This institution offers securities-related services to residents of specific states listed above, and may not provide services to individuals residing outside of the U.S. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions, comments, and actions taken on social media platforms are those of third parties and do not necessarily reflect the views of Canopy Roads Advisors. By clicking on links to third-party websites, you are leaving the Wells Fargo Advisors website and entering a privately owned website with different privacy and security policies. It is recommended to review the third-party's policies and terms and conditions before providing any personal information.

Western & Southern Life Insurance Company, located at 1060 Maitland Center Commons Boulevard in Maitland, Florida, is an insurance agency that offers a range of products to help you plan for your financial future. Whether you are looking for life insurance, retirement planning, or investment options, we can provide personalized guidance tailored to your specific needs. Our company is committed to providing the highest quality products and services to help you achieve your financial goals. With a comprehensive rewards package and world-class training opportunities, we are dedicated to your personal success.

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.

Briggs Family Insurance, located at 611 East Bloomingdale Avenue in Brandon, Florida, is a trusted insurance agency offering a wide range of insurance products to meet both personal and commercial needs. As an independent insurance brokerage firm, we have the ability to shop with various providers to find the best coverage at a great rate for our clients. Our experienced agents can help you with auto insurance, homeowners insurance, renters insurance, boat insurance, jet ski insurance, mobile home insurance, motorcycle insurance, ATV insurance, general liability insurance, workers comp insurance, commercial auto, business owners policies, and surety bonds. We are committed to providing personalized service and helping you protect what matters most to you.

Annuity Consult - Joseph Roberts is an insurance agency located at 115 US Highway 27 North in Sebring, Florida, United States. Our team of independent licensed insurance agents is dedicated to helping you compare every annuity in one place at your fingertips. Please note that product availability, features, and rates may vary by state, and the information provided does not constitute a recommendation specific to your situation. While we strive to provide reliable annuity information, we advise you to check with the annuity company for current product details and thoroughly review all rates, terms, conditions, and costs before making a purchasing decision. Rest assured, annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Contact Annuity Consult - Joseph Roberts today for personalized assistance with your annuity needs.

Welcome to Craig Holloway - State Farm Insurance Agent, located at 1695 U.S. 41 Bypass South in Venice, Florida. We are a full-service insurance agency serving the entire state of Florida, with a focus on the communities of Venice, North Port, Port Charlotte, Englewood, Nokomis, Osprey, Sarasota, and Wellen Park. Our services include Auto insurance, Home insurance, Renters insurance, Life insurance, Health insurance, Business insurance, and more. As a Florida native with over 36 years of experience with State Farm, I am passionate about providing personalized service and meeting the needs of our customers. My team and I are dedicated to exceeding your expectations and building lasting relationships with our clients. We believe in the value of working with a local agent who understands your unique needs and can provide tailored solutions.

EM Insurance and Financial Services Broward is a trusted institution located in Sunrise, Florida. We specialize in providing a wide range of financial services, health insurance, and insurance products to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the insurance and financial world. Whether you are looking for health insurance coverage, retirement planning, or investment advice, we are here to help. Visit us at 10500 Northwest 50th Street to learn more about how we can assist you in securing your financial future.

Jim Diaz - State Farm Insurance Agent is a trusted insurance agency located at 14850 Southwest 26th Street in Miami, Florida. Our office is conveniently situated on the first floor of a building next to Walmart by 149 Ave. We specialize in helping individuals manage the risks of everyday life, recover from unexpected events, and achieve their dreams. Our team is dedicated to providing top-notch insurance and financial services to our customers. At Jim Diaz - State Farm Insurance Agent, we offer a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company. We also provide deposit products through U.S. Bank National Association and credit cards issued by U.S. Bank National Association under a license from Visa U.S.A. Inc.

Jim Diaz - State Farm Insurance Agent is a reputable insurance agency located at 13550 Southwest 88th Street in Miami, Florida. Situated on the 2nd floor next to the Starbucks Coffee Shopping Center at 137 Ave SW 88 Street, this agency offers a range of insurance products and services to meet your needs. Whether you are looking for auto insurance, life insurance, or pet insurance, Jim Diaz and his team are here to help. Driving on rural roads can be peaceful, but it also comes with its own set of risks. Jim Diaz - State Farm Insurance Agent provides valuable tips to help you stay safe while driving in the countryside. Additionally, if you are considering financing a new vehicle, they can assist you in understanding the basics and using an auto loan calculator to make an informed decision.

Bob Gibbs - State Farm Insurance Agent is a trusted insurance agency located at 5495 Fort Caroline Road in Jacksonville, Florida. With over 30 years of insurance experience, Bob Gibbs is a Business Partner with Fort Caroline Elementary School and Edward Waters College, specializing in Business Administration. As an Honor Agent Qualifier, Legion of Honor Qualifier, and National Convention Qualifier, Bob Gibbs is dedicated to providing top-notch insurance services to his clients. At Bob Gibbs - State Farm Insurance Agent, safety is a top priority. They offer tips on how to kick bad driving habits to stay safe on the road and provide advice on fire-resistant tactics for your home. Additionally, they offer information on DIY auto maintenance to combat rising repair costs.

David Beam - State Farm Insurance Agent is a reputable insurance agency located at 3400 Kori Road in Jacksonville, Florida. David Beam, a University of Florida Graduate with a major in Finance and minor in Economics, has been a part of the State Farm family since 2011. A resident of Jacksonville since 1980, David Beam is dedicated to providing excellent insurance services to the community. At David Beam - State Farm Insurance Agent, you can learn about the differences between a moped, scooter, and e-bike, and whether a license and insurance are needed for each. Additionally, you can find valuable information on the dangers of drunk driving and tips to avoid it. The agency also provides insights on the growing popularity of organic eating.

AmeriLife of North Florida, LLC is a finance, health, and insurance agency located at 8081 Philips Highway in Jacksonville, Florida, United States. Since 2012, we have been helping individuals create programs and strategies to meet their long-term goals. Whether you have questions about insurance, retirement planning, investments, taxes, or estate planning, we can provide assistance or refer you to a trusted professional. Our team is dedicated to ethics and integrity, with a commitment to providing knowledgeable recommendations. Jake Purvis, the founder, started his career as an insurance agent focused on Medicare and Final Expense and has since expanded his expertise in advanced planning concepts. Jake and his team of business partners are licensed in various areas of insurance and retirement planning, and if they are not able to assist you, they can refer you to a local professional.

Sonya Wood - State Farm Insurance Agent is an insurance agency located at 1944 Southside Boulevard in Jacksonville, Florida, United States. Sonya Wood has been a part of the State Farm family for 32 years, starting in the claims department and now serving as a local State Farm agent. She is dedicated to building real relationships with her customers, getting to know them and their unique situations to provide personalized coverage options. Sonya and her experienced team offer quality customer service and are available to answer any questions or provide recommendations. They also serve Spanish-speaking customers. Sonya is actively involved in the Jacksonville community, supporting organizations like Big Brothers and Sisters and local first responders. The office offers a range of insurance services including auto, home, renters, business, and life insurance, as well as financial services. The team at Sonya Wood - State Farm Insurance Agent is passionate about making a difference in the lives of others and takes pride in their fun and energetic work environment.

Adam Williams - State Farm Insurance Agent is a trusted insurance agency located at 7250 Red Bug Lake Road in Oviedo, Florida. Our office is dedicated to providing efficient and professional service to State Farm customers in the Oviedo, Winter Springs, and Central Florida area. We offer a range of insurance products including Auto, Motorcycle, Home, Renters, and Life Insurance. Our team takes the time to conduct personalized reviews of each customer's insurance needs to ensure they receive the best coverage possible. In addition to traditional insurance services, we also offer helpful tips for safe driving practices, including advice for pregnant drivers and those navigating rural roads. Our goal is to be the preferred choice for all your insurance needs, whether you are located in Florida or elsewhere in the United States.

Craig Campbell - State Farm Insurance Agent is an insurance agency located at 712 Southeast Becker Road in Port St. Lucie, Florida, United States. They offer a variety of insurance options, including life insurance and annuities, to protect your future. Whether you are looking for coverage for your home, car, or health, Craig Campbell and his team are here to help. With a focus on senior living, State Farm provides information on different types of senior housing options available. They also offer tips for safe driving on rural roads, where farm vehicles and other risks may be present.

Eternal Insurance Agency, located at 433 Plaza Real in Boca Raton, Florida, is a premier health and insurance agency dedicated to providing the best insurance deals for your needs. Our commitment to your future is unrivaled, with values that go beyond the norm to ensure you receive the highest level of protection and coverage. Our team, led by the amazing Priscilla, takes a personal approach to ensure your insurance needs are met without any compromises. Whether you are looking for health, life, annuity, vision, dental, or Medicare plans, we have you covered across all 50 states and D.C.

Northwestern Mutual: Ty Miller is a trusted financial institution located at 5621 Woodbine Road in Pace, Florida, United States. Specializing in providing comprehensive financial planning and investment services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, including financial advisor Ty Miller, clients can expect personalized guidance and tailored solutions to secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or protect your assets, Northwestern Mutual: Ty Miller is here to help you every step of the way.

Jeff Love - State Farm Insurance Agent is a trusted insurance agency located at 722 Beal Parkway Northwest in Fort Walton Beach, Florida. Conveniently situated just 1 block south of Sams Club and across the street from Pep Boys, our team is dedicated to helping you protect what matters most. We offer a variety of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Our credit card services are provided by U.S. Bank National Association, licensed by Visa U.S.A. Inc.

Ann Teel Hatcher - State Farm Insurance Agent is an insurance agency located at 497 North Ferdon Boulevard, Crestview, Florida, United States. They offer a range of services including house hunting, mortgage prequalification, and tips for rural road driving safety. The institution also provides information on avoiding animal collisions while driving and offers investment products through State Farm VP Management Corp. Customers can contact them at (850) 682-7522 for assistance. Please note that sensitive personal information should not be shared online. Securities and insurance products are offered by separate entities within State Farm. For tax or legal advice, it is recommended to consult a professional advisor.

Pattye Baxter-Hill - State Farm Insurance Agent is a trusted insurance agency located at 9444 West Colonial Drive in Ocoee, Florida, United States. They offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company. State Farm teams up with WattBuy to help you calculate your home carbon footprint and find renewable energy options in your area. At Pattye Baxter-Hill - State Farm Insurance Agent, they understand the importance of protecting what's important to you. They provide valuable tips to help you avoid the dangers of drinking and driving, as well as information on various financial services such as deposit products offered by U.S. Bank National Association and credit cards issued by U.S. Bank National Association.

Allstate Personal Financial Representative: Michael Melvin is a finance and insurance agency located at 4280 County Road 19A in Mount Dora, Florida, United States. Michael Melvin is dedicated to providing personalized financial planning services to help individuals and families achieve their financial goals. With a focus on insurance products and investment strategies, clients can trust in Michael Melvin's expertise and guidance to secure their financial future. Whether you are looking for retirement planning, insurance coverage, or investment advice, Allstate Personal Financial Representative: Michael Melvin is here to help you every step of the way. Contact them today to schedule a consultation and start planning for a secure financial future.

Bernell Hunter - State Farm Insurance Agent is a trusted insurance agency located at 116 Marcia Drive, Altamonte Springs, Florida, United States. Situated west of Kohl's plaza, just a quarter mile on the right on S.R. 436, they offer a range of insurance services including life insurance, annuities, and pet insurance. Their experienced team provides valuable information on senior housing options, the dangers of drunk driving, and tree pruning and trimming tips to keep your property looking great. They prioritize the protection of your personal information and offer assistance for those using screen readers.

Clive Gavin - State Farm Insurance Agent is a trusted insurance agency located at 11141 US Highway 19 North, Clearwater, Florida, United States. We are here to help you understand the basics of insurance and guide you in building a solid financial foundation. Our services include providing information on security and burglar alarm systems to protect your home, as well as tips for safe rural road driving. Please remember to avoid sharing sensitive personal information such as social security numbers or credit card details on our website. If you have difficulty accessing our site, please call us at (727) 799-4665 for assistance. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association.

David Singletary - State Farm Insurance Agent is a trusted insurance agency located at 305 North 6th Avenue in Wauchula, Florida. Specializing in Auto insurance and Homeowners insurance, our services go beyond just these offerings. With David's background in commercial insurance and farming, we are well-equipped to serve the rural community. We also provide assistance with Life Insurance and retirement planning to ensure your loved ones are protected and your financial goals are met. At our agency, we are dedicated to supporting the youth in our community and have been a leading supporter of the Hardee County Fair's 4-H and FFA programs since 2005. We are committed to preparing tomorrow's leaders for success.

Truist is a financial institution located at 4101 South Tamiami Trail in Venice, Florida, United States. We offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, mortgage products, and more. Our affiliates, including Truist Bank and Truist Investment Services, provide these services to our customers. If you're looking for a credit card or a loan, we can help you find the right option. Please note that tax and legal advice is not provided by Truist, so we recommend consulting with a professional in those areas before making any decisions. Our team of Truist Advisors can assist with wealth management, estate planning, business ownership, and more. We strive to provide resources for consumers with Limited English Proficiency, including translation services. Visit us at Truist in Venice to learn more about how we can help you achieve your financial goals.