TOP 30 Investment products in The Villages, Florida

23 results found

MIDFLORIDA Credit Union - The Villages - Oxford Branch is a convenient financial institution located at 2285 Parr Drive in The Villages, Florida, United States. This branch offers a range of financial services including ATM access for members and non-members alike. Whether you're looking to deposit or withdraw funds, manage your accounts, or seek financial advice, MIDFLORIDA Credit Union - The Villages - Oxford Branch is here to help you with all your financial needs. Visit us today and experience the excellent service and convenience that we have to offer.

Welcome to Bayshore Village Holdings Group, your trusted partner in banking and finance, conveniently located at 9250 Sedgefield Road, North Fort Myers, Florida. As a cornerstone of the local community, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to delivering exceptional service and innovative financial products that help you achieve your financial goals. Whether you're looking to open a personal account, secure a loan, or explore investment opportunities, Bayshore Village Holdings Group is here to guide you every step of the way. Visit us today and experience the difference of a community-focused financial institution that truly values your success.

Blackston Financial Advisory Group is a finance, health, and insurance agency located at 8564 East County Road 466 in The Villages, Florida, United States. Our team is dedicated to helping you build and preserve your assets for a confident financial future. We offer a range of services, including retirement income strategies and wealth management. Our independent firm uses a variety of investment and insurance products to custom suit your needs and objectives. Tune in to "Simplifying Retirement" on WQBQ 1410 AM on Tuesdays at 12 noon for valuable information. Attend one of our informational seminars or request a free copy of our book to learn more about achieving your ideal retirement. We are registered with the U.S. Securities and Exchange Commission and our Form ADV Part 2A disclosure document is available for review. Contact us today to discover how we can help you plan for a secure future.

Principal Financial Group is an insurance agency located at 1950 Laurel Manor Drive in The Villages, Florida, United States. We specialize in helping individuals protect what matters most to them through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. We offer accounts tailored for long-term goals such as retirement or education, allowing you to feel confident about investing in your future. By dedicating a portion of each paycheck to big goals, you can work towards financial security. Our firm is dedicated to helping you meet your money goals with personalized guidance in your area.

Caz Piurowski - State Farm Insurance Agent is a premier insurance agency located at 1818 Harden Boulevard in Lakeland, Florida, United States. April is Distracted Driving Awareness month, making it the perfect time to review your auto insurance liability coverage with us. Caz Piurowski, along with his wife and children, takes great pride in serving the Lakeland community. As a long-time resident of Central Florida, Caz believes in the quality of life offered in this region. We are a local, family-run small business that serves not only Polk County but also Hillsborough County, Seminole County, Osceola County, and all of Central Florida. Our personalized approach to insurance and financial services ensures exceptional, Good Neighbor service. We actively support local causes and are dedicated to the growth of Lakeland.

Lori Kennedy - State Farm Insurance Agent is a trusted insurance agency located at 223 US Highway 27 North, Sebring, Florida. Situated in the Village Fountain Plaza, next to the Sebring Chamber of Commerce/Welcome Center, they offer a range of insurance services to help protect you and your assets. From lightning protection to boat trailer safety tips, they are dedicated to helping you mitigate risks and stay safe. Please refrain from sharing sensitive personal information when contacting them. For assistance with their website, call (863) 385-2505. State Farm Life Insurance Company provides life insurance and annuities, while U.S. Bank National Association offers deposit products and credit cards. Rocket Mortgage, LLC provides mortgage services in various states. Remember, investing involves risk and it's important to seek advice from a tax or legal advisor for personalized guidance.

Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a strong commitment to providing reliable financial services and insurance solutions, Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Prudential Financial offers a wide range of products and services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Prudential Financial is here to provide you with expert guidance and support.

Arleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.

Haagen-Dazs Ice Cream Shop at 1001 Lake Shore Drive in The Villages, Florida is a food store offering a wide variety of decadent ice cream flavors. Indulge in unique creations like cinnamon churro ice cream with dulce de leche sauce, or tangy raspberry ribbons in white chocolate ice cream. Treat yourself to classic favorites like chocolate ice cream with peanut butter swirls and pretzel pieces. With options like crunchy cone pieces and caramel ribbons in caramel ice cream, Haagen-Dazs offers unforgettable indulgence. Visit the shop to find your favorite flavors or check out other locations that carry Haagen-Dazs products. Additionally, Haagen-Dazs is dedicated to supporting underrepresented creators with a $1.5M investment.

MasonWays Indestructible is a renowned institution located at 580 Village Boulevard in West Palm Beach, Florida, United States. This institution specializes in providing high-quality, durable food and grocery store fixtures and equipment for supermarkets. With a reputation for indestructible products that are built to last, MasonWays Indestructible is the go-to destination for businesses looking to invest in long-lasting and reliable store fixtures. Visit us today to discover our wide range of products designed to withstand the demands of a busy supermarket environment.

Ward Financial is a leading finance institution located at 948 Cypress Village Boulevard in Ruskin, Florida, United States. With a strong reputation for providing top-notch financial services, Ward Financial offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the team at Ward Financial is dedicated to providing personalized and expert guidance every step of the way. Visit us today to see how we can help you secure your financial future.

Ameriprise Financial is a finance institution located at 3507 Wedgewood Lane in The Villages, Florida, United States. Our financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Visit our website for important disclosures and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Contact us to schedule a consultation and start planning for your financial future.

David DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.

Tom Romanac is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you are not currently a client of Ameriprise, you can schedule a complimentary initial consultation with Tom Romanac to discuss your financial future. Please note that during the initial consultation, you will receive an overview of financial planning concepts but not written analysis or recommendations. Ameriprise Financial Services, LLC offers investment products that are not insured by the FDIC, NCUA, or any federal agency, and may involve investment risks. Securities offered by Ameriprise Financial Services, LLC are member FINRA and SIPC. Tom Romanac is registered to conduct securities business with residents of specific states, as listed on FINRA's BrokerCheck website.

Wells Fargo Advisors Financial Network is a leading financial institution located at 1070 Lake Sumter Landing in The Villages, Florida, United States. As a part of the Wells Fargo network, we provide a wide range of financial services and investment solutions tailored to meet the unique needs of our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and strategic planning. Contact us today to learn more about how we can help you secure your financial future.

Chad Noble, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Originally from Fort Wayne, Indiana, Chad now resides in Ocala with his wife Lisa and their daughter Shaelyn. Chad enjoys travel, biking, and spending time with his family. If you are not already a client of Ameriprise, you can take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Chad. During this consultation, you will receive an overview of financial planning concepts, although no written analysis or recommendations will be provided.

Dale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.

TD Ameritrade is a leading finance institution located at 1048 Lake Sumter Landing in The Villages, Florida, United States. As a trusted name in the financial industry, TD Ameritrade offers a wide range of investment services and products to help individuals achieve their financial goals. Whether you are a seasoned investor or just starting out, TD Ameritrade provides expert guidance and resources to help you make informed decisions about your finances. With a commitment to transparency and customer service, TD Ameritrade is dedicated to helping you build a secure financial future.

Alex Umansky - Financial Advisor, Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States, is a finance institution that prioritizes your goals, whether it be retirement, education, or a major purchase. They provide investment recommendations based on your individual goals and risk tolerance, regularly review and update your progress, and offer secure access to your investments and accounts. With a focus on helping you achieve a more confident financial future, they offer complimentary initial consultations and tools like the Retirement InteractiveSM tool to address common retirement questions and challenges. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment advisory products and services, with securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Alex Umansky, the financial advisor, can only conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. They prioritize privacy and security, and appreciate referrals to help others achieve their financial goals.

Matthew Rapson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Matthew holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matthew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and retirement planning, Matthew is committed to helping clients achieve their financial goals. Contact Matthew Rapson at Ameriprise Financial Services, LLC for expert financial advice and personalized financial planning solutions.

Chase Bank, located at 837 Village Oak Lane in Lake Mary, Florida, is a full-service institution offering ATM, banking, and financial services. Please note that coin transactions are not available at this location, with cash transactions only possible through ATMs. With Business Banking, customers can benefit from expert guidance on improving cash flow, credit solutions, and payroll management. Chase also provides online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. Investment services are offered through J.P. Morgan Wealth Management, a subsidiary of JPMorgan Chase & Co. Please be aware that all account documents related to Chase products are available in English only. Chase Private Client is a specialized banking and investment service offering, subject to approval. Member FDIC.

VyStar Credit Union is a trusted financial institution located at 100 Village Lake Drive in Ponte Vedra Beach, Florida. As a member-owned credit union, VyStar is dedicated to providing personalized and reliable financial services to its members. With a focus on helping individuals and families achieve their financial goals, VyStar offers a wide range of products and services, including savings accounts, loans, and investment options. Whether you're looking to save for the future, buy a home, or plan for retirement, VyStar Credit Union is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Welcome to Joe Gibbons with Lipply Real Estate, your trusted partner in navigating the Tampa Bay real estate market. Located at 3302 U.S. 19 Alternate, Palm Harbor, Florida, Joe Gibbons brings a wealth of experience and a dedication to customer satisfaction that is second to none. As a licensed real estate professional in the State of Florida, Joe is committed to providing the highest standards of service to both buyers and sellers. Joe Gibbons is renowned for his patience, no-pressure approach, and willingness to go the extra mile for his clients. His dedication to understanding your needs ensures that your real estate journey is smooth and relaxed. Joe's expertise in analyzing market trends in Clearwater, St. Pete, and the broader Tampa Bay area positions his clients to secure the best deals in this competitive market. Whether you're a growing family, a young professional, or a retiree, Joe is here to help you find the perfect home.