TOP 10 Investment services in DeLand, FL
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Westside Title Services
Westside Title Services is a reputable insurance agency located at 339 New York Avenue West in DeLand, Florida. With a commitment to providing exceptional title services to their clients, Westside Title Services offers a range of insurance products to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to delivering personalized service and ensuring a smooth and efficient process for all their customers. Whether you are in need of title insurance for a new home purchase or commercial property transaction, Westside Title Services is here to help protect your investment. Contact them today to learn more about their services and how they can assist you with your insurance needs.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 142 East New York Avenue in DeLand, Florida, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence set them apart in the industry.
Mark LaFlamme - Financial Advisor, Ameriprise Financial Services, LLC
Mark LaFlamme - Financial Advisor at Ameriprise Financial Services, LLC, located at 120 South Woodland Boulevard in DeLand, Florida, offers a wide range of financial services. Mark LaFlamme holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications ensure that he has the expertise and knowledge to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Mark LaFlamme is equipped to assist you. With a focus on ethics and professionalism, Mark LaFlamme is dedicated to helping clients achieve their financial goals. Contact him today for expert financial advice and guidance.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 211 East Rich Avenue in DeLand, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and personalized wealth management solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and exceptional customer service to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
New York Life
New York Life, located at 2230 Depot Street in DeLand, Florida, is an insurance agency that offers a range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. They provide assistance for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. New York Life offers bundled investments with low fees, education expense coverage, and income options with additional earnings potential.
Capron and Associates LLC
Capron and Associates LLC is a reputable finance and insurance agency located at 1702 North Woodland Boulevard in DeLand, Florida, United States. With a team of experienced professionals, we provide personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, our dedicated team is here to help you navigate the complexities of the financial world. Trust Capron and Associates LLC to provide you with expert guidance and exceptional service for all your financial and insurance needs.
New Growth Care
New Growth Care is a health institution located at 112 East New York Avenue in DeLand, Florida, United States. We offer unique, comprehensive, and evidence-based therapy services to help you reach your goals. Our goal at New Growth Care is to go beyond the limits of traditional managed care settings and focus on the individual needs and goals of our clients. Our highly trained and caring clinicians work collaboratively to ensure that the unique context of your life is taken into consideration during therapy sessions. We invest time in research and training to provide effective, evidence-based care using various therapy techniques such as Accelerated Resolution Therapy (ART), Eye Movement Desensitization and Reprocessing (EMDR), Internal Family Systems (IFS), Emotionally Focused Therapy, Gottman Method Couples Therapy, Expressive Arts, Sand Tray, and Psychodrama.
Remedy Surface Care
Remedy Surface Care, located at 1726 Grand Avenue in DeLand, Florida, is a trusted general contractor specializing in restoring the beauty of your stone and tile surfaces. With a focus on honesty, integrity, and professionalism, we guarantee that every job is done right the first time to your satisfaction. Our team delivers dramatic results, from minor repairs to complete restoration, for your stone floors, countertops, showers, and more. As a Certified Surface Care PROS PRO Partner, we uphold a high standard of quality and expertise in the industry.
Collins Cabinet Shop
Collins Cabinet Shop, located at 302 Stewart Avenue in DeLand, Florida, is a premier furniture store, general contractor, and home goods store all in one. Specializing in custom kitchen cabinets, laminate, solid surface countertops, entertainment centers, bookcases, wine racks, vanities, armoires, and wet bars, Collins Cabinet Shop is dedicated to helping you create the design of your dreams for a lasting investment. With award-winning designs and a commitment to using only the highest quality materials, Collins Cabinet Shop is the perfect choice for owners of new luxury homes or those looking to remodel their existing space for added equity and comfort. When you choose custom, the possibilities are endless, and there are no limitations to what you can create for your home.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. Our team of skilled financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to integrity, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
Oxford Advisory Group
Oxford Advisory Group, located at 100 East New York Avenue in DeLand, Florida, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security. The institution is recognized by various media outlets for their financial services and insights. They offer resources to help individuals navigate through the complexities of tax and income, empowering them to preserve more of their wealth. Oxford Advisory Group also helps individuals and families achieve their ideal retirements and is a proud member of AdventHealth Foundation Central Florida’s Professional Advisory Network, collaborating with AdventHealth to ensure charitable needs are met. Please note that the information provided on the Oxford Advisory Group website is general in nature and for informational purposes only. It is not intended as investment advice or a recommendation to purchase or sell any specific security. Past performance is not a guarantee of future results. Individuals are advised to consult with their own tax or legal advisers before entering into any advisory contract. Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. The UCF Knights and The UCF Athletics are not affiliated with or endorsing Oxford Wealth Group LLC. Oxford Advisory Group is a member of the Forbes Finance Council.
DRT Financial Advisors
DRT Financial Advisors is a reputable accounting and finance institution located at 1006 North Woodland Boulevard in DeLand, Florida, United States. Our team of experienced professionals provides expert financial advice and services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax planning, investment strategies, or retirement planning, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Tom Robertson, CFP PPC | Robertson Advisory Inc
Tom Robertson, CFP PPC | Robertson Advisory Inc is a finance institution located at 505 East New York Avenue, DeLand, Florida, United States. Tom Robertson is a CERTIFIED FINANCIAL PLANNER™ Professional and a Professional Plan Consultant™, offering financial planning services as an Investment Advisor Representative of Robertson Advisory Inc, a Registered Investment Advisor of the State of Florida. Additionally, Tom offers securities as a Registered Representative and advisory services as an Investment Advisor Representative of LPL Financial, a Registered Investment Advisor. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning is offered through Robertson Advisory Inc, a registered investment advisor and separate entity. The LPL Financial registered representative associated with this website may only conduct business with residents of the states in which he is properly registered or licensed. Investment advisory services may only be offered through this website to residents of Florida. Robertson Advisory does not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, or gender expression. All are welcome at this institution.
WV Wealth Management Solutions
WV Wealth Management Solutions is a leading finance institution located at 324 East Church Street in DeLand, Florida, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, estate planning, and more. With a focus on transparency, integrity, and personalized service, WV Wealth Management Solutions is dedicated to helping our clients build and preserve their wealth for the future. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Gunby & Company - Raymond James
Gunby & Company - Raymond James is a reputable finance institution located in DeLand, Florida. With a prime location at 632 North Woodland Boulevard, this establishment offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced team at Gunby & Company - Raymond James is dedicated to helping you achieve your financial goals. Trustworthy and professional, this institution is committed to providing top-notch service to all of its clients.
NEWKIRK & Co Financial
NEWKIRK & Co Financial is a trusted accounting, finance, and insurance agency located at 440 New York Avenue West in DeLand, Florida. Our experienced team offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Trust NEWKIRK & Co Financial to navigate the complexities of the financial world and secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 230 North Woodland Boulevard in DeLand, Florida, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides tailored wealth planning strategies to help clients navigate both rising and turbulent markets. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management advisors can assist with concentrated stock positions and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to identify their goals and create financial strategies designed to meet their long-term objectives.
Ann J. Rigsby, CPA/CFP
Ann J. Rigsby, CPA/CFP is a reputable accounting and finance institution located at 1006 North Woodland Boulevard in DeLand, Florida, United States. With a team of highly qualified professionals, including Certified Public Accountants and Certified Financial Planners, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or investment advice, Ann J. Rigsby, CPA/CFP is dedicated to providing personalized solutions to meet your specific needs. Visit their office today to learn more about how they can help you achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1776 South Woodland Boulevard in DeLand, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advisory. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions tailored to your specific needs. Visit us today and let us help you achieve your financial goals.
Edward Jones - Financial Advisor: Eric C Chvisuk
Edward Jones - Financial Advisor: Eric C Chvisuk is a reputable finance institution located at 101 North Woodland Boulevard in DeLand, Florida, United States. As a trusted financial advisor, Eric C Chvisuk provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric C Chvisuk is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
David Welsh - Morgan Stanley
David Welsh - Morgan Stanley is a reputable finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. Specializing in wealth management and investment services, the team at David Welsh - Morgan Stanley is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, they strive to provide tailored solutions to meet the unique needs of each individual or business. Trustworthy and experienced, David Welsh - Morgan Stanley is a trusted partner in navigating the complexities of the financial world.
Jim Huster - Morgan Stanley
Jim Huster - Morgan Stanley is a reputable finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment management, wealth planning, and retirement solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jim Huster - Morgan Stanley is committed to providing personalized and comprehensive financial solutions tailored to your specific needs.
Thomas Fleishel - Certified Financial Planner - Raymond James
Thomas Fleishel is a highly regarded Certified Financial Planner at Raymond James in DeLand, Florida. With a commitment to providing personalized financial advice and solutions, Thomas helps clients navigate the complexities of wealth management and investment planning. Located at 812 North Woodland Boulevard, Thomas Fleishel's office is a trusted resource for individuals and families looking to secure their financial future. Whether you are seeking retirement planning, estate planning, or investment management services, Thomas Fleishel and his team are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial security.
Edward Jones - Financial Advisor: Wren M Jones, CFP®
Edward Jones - Financial Advisor: Wren M Jones, CFP® is a reputable finance institution located at 512 New York Avenue West in DeLand, Florida, United States. As a Certified Financial Planner, Wren M Jones offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on providing top-notch customer service and building long-term relationships, Edward Jones is a trusted partner in helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™ is a reputable finance institution located at 101 North Woodland Boulevard, DeLand, Florida, United States. With a team of experienced professionals led by Eric Nompleggi, who holds various certifications including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust in Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™ for expert financial advice and guidance.
Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA®
At Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA®, located in DeLand, Florida, United States, clients can expect personalized and comprehensive financial planning services. Sean M Tamm, a Certified Financial Planner and Certified Private Wealth Advisor, offers expert advice and guidance to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Sean M Tamm can create a customized strategy tailored to your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA® is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Donna Jean Flood
Edward Jones - Financial Advisor: Donna Jean Flood is a trusted finance institution located at 505 East New York Avenue in DeLand, Florida, United States. Donna Jean Flood is a highly experienced and knowledgeable financial advisor who is dedicated to helping her clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Donna Jean Flood can provide personalized guidance and expertise to help you make informed decisions. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Donna Jean Flood is a reliable choice for all your financial needs.
Edward Jones - Financial Advisor: Cliff Boyd
Edward Jones - Financial Advisor: Cliff Boyd is a reputable finance institution located at 843 North Woodland Boulevard in DeLand, Florida, United States. As a trusted financial advisor, Cliff Boyd provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Edward Jones - Financial Advisor: Cliff Boyd.
KBT Wealth Solutions
KBT Wealth Solutions is a reputable finance and insurance agency located at 324 East Church Street in DeLand, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, our experts provide personalized solutions tailored to each client's unique needs. Visit us today to experience the difference that KBT Wealth Solutions can make in your financial future.
Edward Jones - Financial Advisor: Evin Lynch, CFP®
Edward Jones - Financial Advisor: Evin Lynch, CFP® is a reputable finance institution located at 121 Victoria Commons Boulevard in DeLand, Florida, United States. Evin Lynch, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Evin Lynch, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence.
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