Investment strategy development in Florida
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Paula Gerard - Mutual of Omaha
● OpenWelcome to Paula Gerard - Mutual of Omaha Insurance Agency Located at 7650 West Courtney Campbell Causeway in the heart of Tampa, Florida, Paula Gerard - Mutual of Omaha is your trusted partner in navigating the complexities of insurance and investment. As a dedicated insurance agency, we are committed to providing our clients with personalized guidance and consistent service to develop, implement, and maintain comprehensive business and individual strategies.
7650 West Courtney Campbell Causeway, Tampa, Florida 33607, United States -
Merrill Lynch Financial Advisor Stephen T Jerome
● ClosedWelcome to Merrill Lynch Financial Advisor Stephen T Jerome, your trusted partner in navigating the complexities of finance and investment. Located at 1401 Manatee Avenue West, Bradenton, Florida, we are dedicated to providing you with access to a wide range of investment solutions from Merrill and banking products from Bank of America. Our commitment is to deliver timely insights into market trends and the global economy, helping you stay informed and on track with your financial goals. At Merrill Lynch Financial Advisor Stephen T Jerome, our mission is to understand your unique financial aspirations and what matters most to you. We take the time to listen and comprehend your current wealth status and future objectives. With this understanding, we work together to design a personalized plan aimed at helping you and your family achieve financial goals while managing investment risks effectively. Our approach focuses on transforming your aspirations into reality.
1401 Manatee Avenue West, Bradenton, Florida 34205, United States -
Coastal Wealth - Fort Myers
● ClosedWelcome to Coastal Wealth - Fort Myers, your trusted partner in navigating the financial landscape with integrity and innovation. Located at 9530 Marketplace Road, Fort Myers, Florida, we pride ourselves on being the most innovative, collaborative, and trusted financial solutions firm in the nation. Our commitment to excellence is anchored in unwavering integrity and ethical conduct, ensuring that our clients receive transparent and responsible financial guidance. At Coastal Wealth, we embrace diversity and foster an inclusive environment to deliver unparalleled financial expertise. Our dedicated team collaborates to offer comprehensive financial services that exceed individual capabilities. We tailor dynamic solutions to meet your evolving needs, whether through strategic tax planning, personalized financial plans, or meticulously crafted investment strategies.
9530 Marketplace Road, Fort Myers, Florida 33912, United States -
Paul Alongi - Mutual of Omaha
● OpenWelcome to Paul Alongi - Mutual of Omaha, your trusted insurance agency located in the heart of Fort Myers, Florida. Situated at 9530 Marketplace Road, our office is dedicated to serving the diverse insurance and financial planning needs of individuals and businesses in the community. At Paul Alongi - Mutual of Omaha, we are committed to providing our clients with the guidance and consistent service necessary to develop, implement, and maintain comprehensive strategies tailored to their unique situations. Whether you're seeking coverage for personal or business needs, we strive to offer solutions that provide peace of mind and financial security.
9530 Marketplace Road, Fort Myers, Florida 33912, United States -
Mutual of Omaha® Advisors - Fort Myers
● ClosedWelcome to Mutual of Omaha® Advisors - Fort Myers, your trusted partner in finance and insurance solutions. Conveniently located at 9530 Marketplace Road, Fort Myers, Florida 33912, our agency is dedicated to providing exceptional financial services and guidance to individuals and businesses in our community. At Mutual of Omaha® Advisors, we pride ourselves on a long history of developing talented professionals through our comprehensive advisor training program. Designed akin to a graduate school education in entrepreneurship, our advanced curriculum equips advisors with the knowledge, skills, and tools needed to confidently embark on a career as a Mutual of Omaha financial advisor.
9530 Marketplace Road, Fort Myers, Florida 33912, United States -
Rafael Casillas - Mutual of Omaha Advisor
● ClosedWelcome to Rafael Casillas - Mutual of Omaha Advisor, your trusted partner in navigating the complexities of insurance and investment planning. Conveniently located at 9530 Marketplace Road, Fort Myers, Florida, we are dedicated to serving the needs of our community and beyond. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, I am committed to providing my clients with the expert guidance and consistent service required to develop, implement, and maintain comprehensive business and individual strategies. Whether you're looking to secure your financial future, protect your assets, or plan for retirement, I am here to help you every step of the way.
9530 Marketplace Road, Fort Myers, Florida 33912, United States -
Mowatt Financial
● ClosedWelcome to Mowatt Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 12451 Twin Eagles Boulevard, Naples, Florida 34120, we specialize in providing personalized financial solutions tailored to meet the unique needs of our clients. At Mowatt Financial, we understand that every financial journey is different. Whether you're planning for retirement, investing in your future, or seeking strategies to manage your wealth, our team of experienced financial advisors is here to guide you every step of the way. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction.
12451 Twin Eagles Boulevard, Naples, Florida 34120, United States -
Charles Braniff - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Charles Braniff - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida 34110. Our mission is to provide personalized financial advice to help you achieve your financial goals. Charles Braniff is a highly qualified financial advisor, bringing a wealth of knowledge and expertise in various aspects of financial planning and asset management. Holding multiple prestigious designations, Charles is dedicated to offering comprehensive financial services tailored to your unique needs.
1004 Collier Center Way, Naples, Florida 34110, United States -
Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida. As a dedicated financial advisor, Benjamin Dreon is committed to providing personalized financial solutions tailored to meet the diverse needs of individuals, retirees, and small business owners. With a robust suite of certifications and designations, Benjamin Dreon offers expertise in various aspects of financial planning and asset management. Our services are underpinned by a strong ethical foundation and a commitment to excellence, as demonstrated by our advisor's numerous certifications. These include the AAMS™ certification, which focuses on asset allocation and investment strategies, and the APMA™ designation, which emphasizes portfolio management. Our advisor is also an ADPA™ Accredited Domestic Partnership Advisor™, skilled in addressing the unique financial needs of domestic partners, and a holder of the AEP® designation, specializing in estate planning.
1004 Collier Center Way, Naples, Florida 34110, United States -
John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1004 Collier Center Way, Naples, Florida, John Reamer is your dedicated partner in navigating the complex world of personal finance. Specializing in comprehensive wealth management, John brings a wealth of knowledge and expertise to help you achieve your financial goals.
1004 Collier Center Way, Naples, Florida 34110, United States -
Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.
9015 Strada Stell Court, Naples, Florida 34109, United States -
Frank Sakowski - Morgan Stanley
● OpenWelcome to Frank Sakowski - Morgan Stanley, your trusted partner in financial services, located at 8889 Pelican Bay Boulevard, Naples, Florida. We specialize in offering personalized financial solutions tailored to meet your unique needs and goals. With years of experience in the finance industry, our team is committed to providing comprehensive wealth management, investment strategies, and retirement planning services. At Frank Sakowski - Morgan Stanley, we understand that every client's financial journey is different. That's why we take the time to listen and develop customized strategies that align with your aspirations. Whether you're planning for retirement, managing your investments, or seeking advice on estate planning, our dedicated professionals are here to guide you every step of the way.
8889 Pelican Bay Boulevard, Naples, Florida 34108, United States -
Kodie S Fridley - Morgan Stanley
● OpenWelcome to Kodie S Fridley - Morgan Stanley, your trusted partner in financial planning and investment management located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our dedicated team is committed to providing personalized financial solutions tailored to meet the unique needs of each client. At Kodie S Fridley - Morgan Stanley, we pride ourselves on our comprehensive approach to wealth management, offering a wide range of services including investment strategies, retirement planning, estate planning, and risk management. Our goal is to help you achieve financial success through careful planning and informed decision-making.
8889 Pelican Bay Boulevard, Naples, Florida 34108, United States -
Lutgert Insurance
● OpenWelcome to Lutgert Insurance, your trusted partner in navigating the complexities of insurance and risk management. Conveniently located at 1395 Panther Lane, Naples, Florida, we are dedicated to providing tailored and comprehensive insurance solutions designed to meet all your business needs. As part of the Gallagher family, a global leader in insurance, risk management, and consulting services since 1927, we uphold a tradition of excellence and integrity known as The Gallagher Way. Our mission is to help you face any risk, anywhere in the world, with strategic approaches that safeguard your assets and promote organizational wellbeing.
1395 Panther Lane, Naples, Florida 34109, United States -
J.P. Morgan Private Bank
● OpenWelcome to J.P. Morgan Private Bank in Naples, Florida, where we put the power of the World’s Best Private Bank to work for you. Located at 850 Park Shore Drive, our Naples team is dedicated to helping you build, preserve, and transfer your wealth with an elevated private banking experience tailored specifically to your needs. At J.P. Morgan Private Bank, we do more than just manage wealth; we add value to your life. Our team of specialists is here to open doors, explore new opportunities, and help you fully realize the possibilities your wealth can create. We are committed to your success, offering a comprehensive array of capabilities designed to meet your financial goals.
850 Park Shore Drive, Naples, Florida 34103, United States -
Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.
12330 Tamiami Trail East, Naples, Florida 34113, United States -
Edward Jones - Financial Advisor: James C Reilly
● OpenWelcome to Edward Jones - Financial Advisor: James C Reilly, your trusted partner in navigating the complexities of financial planning. Conveniently located at 13235 Sr52, Hudson, Florida 34669, we are dedicated to providing personalized financial services tailored to your unique needs. Our mission is to help you achieve your financial goals through informed decision-making and strategic planning. At Edward Jones, we understand the importance of protecting your personal information. For details on how we use and safeguard your data, please visit our Privacy and Security page. We collect information to enhance our services, provide tailored content, and improve your digital experience, ensuring our offerings align with your financial aspirations.
13235 Sr52, Hudson, Florida 34669, United States -
Lutgert Insurance
● ClosedWelcome to Lutgert Insurance, your trusted insurance agency located at 740 North Collier Boulevard, Marco Island, Florida. As a proud member of the Gallagher family, we have been delivering world-class insurance solutions since 1927. At Lutgert Insurance, we understand that every business has unique needs, which is why we offer tailored and comprehensive insurance solutions designed to protect your assets and reduce your total cost of risk. Our team is dedicated to developing effective risk management strategies that safeguard your people and your business. We believe in a strategic approach to organizational wellbeing, investing in your team's health, financial security, and career growth, aligning with your long-term goals.
740 North Collier Boulevard, Marco Island, Florida 34145, United States -
Africa Education Pathways Inc.
● OpenWelcome to Africa Education Pathways Inc., located at 127 South Bahama Avenue, Marco Island, Florida 34145. We are dedicated to transforming lives through education, driven by the belief that education is a God-given right for every child. Our mission is to empower children by providing them with the knowledge and skills needed to make informed choices and succeed in life. At Africa Education Pathways, we focus on supporting promising but underprivileged African children and youths, giving them the opportunity to overcome obstacles and achieve their full potential. We believe that quality education is crucial for personal growth and is an essential investment for social and economic development.
127 South Bahama Avenue, Marco Island, Florida 34145, United States -
KLR
● ClosedWelcome to KLR, your trusted partner in accounting and finance, conveniently located at 1201 6th Avenue West, Bradenton, Florida. At KLR, we offer a comprehensive suite of financial and management assurance services designed to help your business reach its full potential. Our expertise spans traditional financial due diligence, complex transaction finance, and the implementation of robust policies and infrastructure to safeguard against cyber threats. Understanding the tax implications of every business and investment decision is crucial. That's why we provide tailored tax strategies for individuals and families, focusing on income, estate, and gift tax planning. Our valuation and litigation professionals are nationally accredited and highly trained, ensuring top-notch service in these specialized areas.
1201 6th Avenue West, Bradenton, Florida 34205, United States -
Intentional Accounting
● ClosedWelcome to Intentional Accounting, your trusted partner in financial success, conveniently located at 4851 Tamiami Trail North, Naples, Florida 34103. As a premier finance business, we are dedicated to empowering small business owners and professionals through expert financial management and innovative tax solutions. Our Part-Time CFO service offers you the expertise of a professional financial manager, helping guide your business towards sustainable success. We understand that tax preparation can be daunting, but with our strategic approach, tax planning becomes a valuable investment with substantial returns. Our team will craft creative and legal tax strategies tailored to your unique situation, saving you thousands of dollars annually.
4851 Tamiami Trail North, Naples, Florida 34103, United States -
NAI Pensacola
● ClosedWelcome to NAI Pensacola, the premier full-service commercial real estate company in Northwest Florida, proudly serving the Escambia, Santa Rosa, and surrounding counties since 1983. Located at 24 West Chase Street, Pensacola, Florida, we bring over 300 years of combined experience to the table, ensuring exceptional results for our clients in the finance and real estate sectors. At NAI Pensacola, our team of seasoned commercial professionals is committed to providing unparalleled service to local, regional, and national firms, expertly catering to their office and industrial real estate needs. Our specialists possess deep local market knowledge, conducting thorough analyses of market conditions and incentive opportunities to tailor strategies that meet each client's unique requirements.
24 West Chase Street, Pensacola, Florida 32502, United States -
Melissa Simpson Commercial Real Estate Specialist
● ClosedWelcome to Melissa Simpson Commercial Real Estate Specialist, your trusted partner in navigating the dynamic world of commercial real estate. Conveniently located at 5561 Woodbine Road, Milton, Florida, Melissa Simpson brings years of expertise and a personalized approach to meet all your commercial property needs. Whether you're looking to buy, sell, lease, or invest, our agency is dedicated to providing tailored solutions that align with your business objectives. At Melissa Simpson Commercial Real Estate Specialist, we pride ourselves on our deep understanding of the local market and our commitment to exceptional client service. Our team works diligently to ensure you have access to the best opportunities and insights, empowering you to make informed decisions. From retail spaces and office buildings to industrial properties and land development, we cover a wide range of commercial real estate sectors.
5561 Woodbine Road, Milton, Florida 32571, United States -
Cooper McMartin Real Estate Agent
● ClosedWelcome to Cooper McMartin Real Estate Agent, your trusted partner in navigating the vibrant real estate market of Belleair, Florida, and the greater Tampa Bay area. Located at 603 Indian Rocks Road, Belleair, Florida 33756, our business is dedicated to providing personalized service tailored to your unique needs and preferences. As a proud member of the Kerryn Ellson team, the leading team at Coastal Properties Group & Forbes Global Properties since 2014, I bring a wealth of expertise and a commitment to excellence in every transaction. Specializing in beachfront properties, I utilize cutting-edge marketing strategies and advanced tools to ensure first-time homebuyers and investors alike can achieve their real estate goals.
603 Indian Rocks Road, Belleair, Florida 33756, United States -
Dave Doherty w/ Tom Tucker Realty
● OpenWelcome to Dave Doherty with Tom Tucker Realty, your premier real estate agency located at 1497 Main Street, Dunedin, Florida. Serving the vibrant communities of Dunedin, Pinellas County, and the greater Tampa Bay area, we are your trusted partner whether you’re looking to buy, sell, or invest in real estate. Dave Doherty, one of Dunedin’s most recognizable Realtors, has been dedicated to helping buyers and sellers achieve their real estate goals since 2014. As a Dunedin native, Dave leverages his deep understanding of the local community and a wide network of real estate professionals to connect clients with their ideal homes at the best possible prices. His personalized approach ensures that each client’s needs are met, making him a reliable guide in the home buying journey.
1497 Main Street, Dunedin, Florida 34698, United States -
Prestige Lifestyles Realty
● OpenWelcome to Prestige Lifestyles Realty, your premier real estate agency located in the heart of Clearwater, Florida. Situated at 30133 US Highway 19 North, our team of dedicated professionals is committed to helping you find your dream home or the perfect investment opportunity in the vibrant Tampa Bay area. At Prestige Lifestyles Realty, we pride ourselves on our extensive local knowledge, personalized service, and a passion for helping clients navigate the dynamic real estate market. Whether you're buying, selling, or investing, our experienced agents are here to guide you every step of the way, ensuring a seamless and stress-free experience.
30133 US Highway 19 North, Clearwater, Florida 33761, United States -
Coastal Key Realty
● OpenWelcome to Coastal Key Realty, your premier real estate agency located at 6750 Gulf of Mexico Drive, Longboat Key, Florida. As a leading realtor in the vibrant areas of Anna Maria Island and Longboat Key, Amy Jones and her dedicated team are committed to providing personalized service and expert guidance for all your real estate needs. Whether you are looking to buy, sell, or invest, Coastal Key Realty offers the experience and expertise necessary to navigate the dynamic Florida real estate market. Our website showcases a diverse range of listings, each offering unique opportunities to find your perfect vacation home or permanent residence. From the picturesque community of Cedars Longboat Key to the luxurious Key Royale golf community on Anna Maria Island, we provide comprehensive guides to help you make informed decisions.
6750 Gulf of Mexico Drive, Longboat Key, Florida 34228, United States -
Ignited Realty
● ClosedWelcome to Ignited Realty, your trusted partner in real estate located at 9530 West Cedar Street, Crystal River, Florida 34428. As a locally-owned full-service real estate agency, we are dedicated to building lifetime relationships with our clients by offering tailored solutions and resources for all your real estate needs. Whether you're buying, selling, or investing in properties or businesses, our personalized approach ensures that your unique requirements are met with precision and care. At Ignited Realty, we pride ourselves on our comprehensive services, which include pre-planning, strategic planning, and implementation to make your real estate journey seamless and successful. Our team works diligently across several counties in Florida, meeting each client individually to understand and fulfill their specific needs.
9530 West Cedar Street, Crystal River, Florida 34428, United States -
RE/MAX Alliance Group
● ClosedWelcome to RE/MAX Alliance Group, your premier real estate agency located at 5221 Ocean Boulevard, Sarasota, Florida. Nestled in the heart of the beautiful Siesta Key, our office is perfectly positioned to serve the diverse real estate needs of Sarasota and the surrounding areas. At RE/MAX Alliance Group, we pride ourselves on our commitment to excellence, offering unparalleled service and expertise in the real estate market. Our team of experienced and dedicated real estate professionals is here to guide you through every step of the buying, selling, or renting process. Whether you are searching for your dream home, looking to invest in a property, or need assistance with selling your current residence, we have the knowledge and resources to ensure a seamless and successful experience.
5221 Ocean Boulevard, Sarasota, Florida 34242, United States -
Kevin Bartlett | Knowledge Base Real Estate
● OpenWelcome to Kevin Bartlett | Knowledge Base Real Estate, your trusted partner in navigating the vibrant and thriving real estate market of Southwest Florida. Nestled in the heart of Estero at 23160 Fashion Drive, our agency is perfectly positioned to offer you unparalleled expertise and personalized service as you embark on your real estate journey. Experience the unique allure of Lee County, where pristine beaches meet a bustling city life, offering an exceptional lifestyle amidst lush landscapes and a vibrant cultural scene. Whether you're drawn to the tranquil shores of the Gulf of Mexico or the dynamic communities of Southwest Florida, our team is here to guide you every step of the way.
23160 Fashion Drive, Estero, Florida 33928, United States
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