The 30 Best Investments for retirees in Florida
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Hennessey Roofing
Welcome to Hennessey Roofing, your trusted roofing contractor located at 13 Palafox Place, Pensacola, Florida 32502. As a locally owned and operated business, we are dedicated to serving our community with the highest quality roofing services. At Hennessey Roofing, we believe that you deserve a beautiful roof, and our expert team is committed to installing it right the first time. Whether you need a roof repair due to weather damage, aging, or regular wear and tear, or you're considering a full roof replacement, Hennessey Roofing is here to guide you every step of the way. We understand that maintaining and replacing your roof is a significant investment, and we strive to make the process as smooth and stress-free as possible.
Saint James City Mobile Home Park
Welcome to Saint James City Mobile Home Park Nestled in the serene surroundings of Saint James City, Florida, the Saint James City Mobile Home Park offers a peaceful retreat for those seeking a blend of comfort and convenience. Located at Saint James Mobile Home Park, Saint James City, Florida 33956, our park provides an ideal lodging and RV park experience for both short-term visitors and long-term residents.
OneAscent Wealth Management
Welcome to OneAscent Wealth Management, your trusted partner in financial growth and security, located at 625 East Romana Street, Pensacola, Florida. We specialize in providing comprehensive financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals through personalized strategies and expert guidance. At OneAscent Wealth Management, we understand that every financial journey is unique. That's why we offer a wide range of services, including investment management, retirement planning, estate planning, and more, all designed to align with your values and aspirations. Our commitment to integrity and transparency ensures that you receive the highest level of service and support.
Fifth Third Bank & ATM
Welcome to Fifth Third Bank & ATM, your trusted financial partner located at 1698 South Missouri Avenue, Clearwater, Florida. We are committed to providing our community with exceptional banking services and financial solutions tailored to meet your needs. Whether you're managing personal finances or handling business accounts, our friendly and knowledgeable staff is here to assist you every step of the way. At Fifth Third Bank, we offer a wide range of services, including personal and business banking, loans, mortgages, and investment options. Our state-of-the-art ATMs provide convenient access to your accounts, allowing you to perform transactions quickly and securely at any time.
RetireWise
Welcome to RetireWise, your trusted insurance agency located in the heart of Clearwater, Florida. Situated at 2171 Gulf to Bay Boulevard, we specialize in providing personalized insurance solutions to help you secure your financial future with confidence. At RetireWise, we understand that planning for retirement can be both exciting and challenging. That's why our experienced team is dedicated to offering expert advice and tailored insurance products that meet your unique needs. Whether you're looking for life insurance, annuities, or long-term care options, we are here to guide you every step of the way. Our commitment to exceptional customer service ensures that you receive the attention and care you deserve. Visit us today and discover how RetireWise can help you achieve peace of mind and a secure retirement plan.
Affinity Financial
Welcome to Affinity Financial, your trusted partner in financial services located conveniently at 6821 U.S. 19, New Port Richey, Florida. At Affinity Financial, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you achieve your financial goals with confidence and peace of mind. Whether you're looking for expert advice on investments, retirement planning, or wealth management, we offer a comprehensive range of services designed to guide you through every stage of your financial journey. Visit us today to discover how Affinity Financial can help secure your financial future. Your success is our priority.
Elite Recreational Finance
Welcome to Elite Recreational Finance, your trusted partner in financial solutions located in the heart of Oldsmar, Florida. Situated at 720 Brooker Creek Boulevard, our team is dedicated to helping you achieve your financial goals with tailored services that meet your unique needs. Specializing in comprehensive financial planning and management, Elite Recreational Finance offers a range of services including investment advisory, retirement planning, and wealth management. Our experienced professionals are committed to providing personalized, high-quality advice to ensure your financial success. Whether you're planning for the future or looking to optimize your current financial strategy, Elite Recreational Finance is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
Bank of the West
Welcome to Bank of the West, your trusted financial partner located at 4502 Cortez Road West, Bradenton, Florida. As a leading bank in the region, we are committed to providing exceptional banking and financial services tailored to meet your personal and business needs. Our dedicated team of professionals is here to offer you a wide range of products, including savings and checking accounts, personal and business loans, investment options, and more. At Bank of the West, we prioritize customer satisfaction and financial well-being, ensuring you have access to the tools and resources necessary to achieve your financial goals. Visit us today to experience personalized banking services in a friendly and welcoming environment.
Ameriprise Financial
Welcome to Ameriprise Financial, Spring Hill, Florida At Ameriprise Financial, located at 5085 Commercial Way, Spring Hill, Florida 34606, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. As a reputable institution in the banking and finance industry, we pride ourselves on our commitment to ethical standards, comprehensive education, and personalized client service.
MIDFLORIDA Credit Union - Bradenton - Cortez Branch
Welcome to the MIDFLORIDA Credit Union - Bradenton - Cortez Branch, your trusted partner for all your financial needs, conveniently located at 1320 Cortez Road West, Bradenton, Florida 34205. As a member-focused credit union, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Whether you're looking to open a savings account, apply for a loan, or simply access our ATM services, our friendly and knowledgeable staff are here to assist you every step of the way. We pride ourselves on delivering personalized service and competitive rates in a welcoming environment. Visit us today and experience the MIDFLORIDA difference. Your financial well-being is our priority!
First Horizon Bank
Welcome to First Horizon Bank, your trusted partner in financial services located at 9101 College Pointe Court, Fort Myers, Florida 33919. We are committed to providing exceptional banking solutions tailored to meet the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or utilize our convenient ATM services, our dedicated team is here to assist you every step of the way. At First Horizon Bank, we prioritize customer satisfaction and offer a comprehensive range of financial services designed to help you achieve your financial goals. Our offerings include personal and business banking, investment advice, and wealth management services. With a focus on innovation and customer care, we provide secure online and mobile banking options, ensuring you have access to your accounts anytime, anywhere.
Retirement Wealth Advisors
Welcome to Retirement Wealth Advisors, your trusted partner in financial planning and wealth management, located conveniently at 9990 Coconut Road, Bonita Springs, Florida. Specializing in retirement planning, we are dedicated to helping you achieve financial security and peace of mind for your golden years. Our team of experienced advisors offers personalized strategies tailored to your unique needs and goals, ensuring a comprehensive approach to managing your wealth. Whether you are just starting to plan for retirement or looking to optimize your existing portfolio, we are here to guide you every step of the way. At Retirement Wealth Advisors, we prioritize building long-lasting relationships with our clients, providing expert advice and exceptional service to help you navigate the complexities of financial planning with confidence. Visit us today and take the first step towards a secure and prosperous retirement.
Samantha Huber - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Samantha Huber - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida 34110. As a dedicated financial advisor, Samantha Huber is committed to helping you navigate your financial journey with confidence and clarity. Our initial consultation offers an introduction to key financial planning concepts tailored to your unique needs and priorities. Please note that this meeting does not include written analysis or specific recommendations, as it is designed to provide a foundational understanding of financial strategies. At Ameriprise Financial, we value the trust you place in us, although we cannot guarantee future financial results. We are proud to offer securities through Ameriprise Financial Services, LLC, a member of FINRA and SIPC, ensuring your investments are handled with the utmost professionalism and care.
Charles Braniff - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome 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.
Allstate Personal Financial Representative: Frank Aiello
Welcome to Allstate Personal Financial Representative: Frank Aiello, your trusted partner in financial planning and insurance solutions located at 12820 Tamiami Trail North, Naples, Florida. We specialize in offering personalized financial strategies and comprehensive insurance services to help you achieve your financial goals and secure your future. With years of experience and a commitment to exceptional customer service, Frank Aiello is dedicated to understanding your unique needs and providing tailored solutions that fit your lifestyle. Whether you're looking to protect your assets, plan for retirement, or ensure your family's financial security, we are here to guide you every step of the way. Visit us today to discover how we can help you navigate the complexities of financial management with confidence and peace of mind.
Fifth Third Private Bank - Christopher Milne
Welcome to Fifth Third Private Bank - Christopher Milne, your trusted partner in financial success, located at 999 Vanderbilt Beach Road, Naples, Florida 34108. As a premier finance institution, we specialize in providing personalized wealth management services tailored to meet your unique financial goals. Our dedicated professionals are committed to delivering exceptional guidance and advice, ensuring you make informed decisions for your financial future. Whether you're planning for retirement, managing investments, or seeking estate planning solutions, our team is here to support you every step of the way. Discover the difference of working with Fifth Third Private Bank and let us help you achieve financial confidence and security. Visit us today and find out how our expertise can make a difference in your financial journey.
Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome 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.
Private Bank, Bank of America
Welcome to Private Bank, Bank of America, located at 9128 Strada Place, Naples, Florida. We are a premier financial institution dedicated to providing personalized banking and wealth management services tailored to meet the unique needs of our clients. Our team of experienced financial professionals is committed to delivering exceptional service and expert guidance to help you achieve your financial goals. Whether you are looking to manage your investments, plan for retirement, or secure a loan, we offer a comprehensive range of services designed to support your financial well-being. Visit us today and discover how we can partner with you to build a secure and prosperous future.
Jetstream Finance Corporation
Welcome to Jetstream Finance Corporation, your trusted partner in navigating the financial landscape. Conveniently located at 1169 8th Street South in beautiful Naples, Florida, we specialize in providing comprehensive financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to delivering personalized service and expert advice to help you achieve your financial goals. Whether you're looking for investment management, retirement planning, or wealth preservation strategies, Jetstream Finance Corporation is committed to guiding you every step of the way. Visit us today and discover how we can help you streamline your financial future with confidence and clarity.
Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
CENTURY 21 AMERISOUTH REALTY
Welcome to CENTURY 21 AmeriSouth Realty, your premier real estate partner in Pensacola and Gulf Breeze, Florida. Conveniently located at 2400 West 9 Mile Road, Pensacola, FL 32534, and 3254 Fordham Pkwy, Gulf Breeze, FL 32563, we proudly serve the greater Escambia and Santa Rosa counties with unmatched dedication and expertise. As the recipient of the esteemed CENTURY 21® Gold Medallion Office Award, Quality Service Pinnacle Award, and BBB Torch Awards, we stand out as a full-service real estate brokerage committed to excellence. Our global reach, combined with local ownership, ensures that you receive personalized service tailored to your unique needs.
Shipwatch Realty
Welcome to Shipwatch Realty, your trusted partner in real estate located on Walsingham Road in Largo, Florida. As a premier real estate agency, we specialize in serving the diverse needs of home buyers, sellers, seniors, retirees, real estate investors, and second home vacationers. Our expertise extends inland and along the coast, ensuring that we meet the unique requirements of our clientele. Shipwatch Realty is proud to be the exclusive broker for the Shipwatch Yacht and Tennis Club, a distinguished Homeowners Condominium Association. Nestled in a serene setting, the community features both a Yacht Club and a Tennis Club, offering an unparalleled lifestyle experience. With 404 residential units, including exquisite villas and modern mid-rise buildings, we provide an array of living options to suit your preferences.
Joe Gibbons with Lipply Real Estate
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.
Synergistic Real Estate
Welcome to Synergistic Real Estate, your trusted partner in finding the perfect home in the vibrant city of Clearwater, Florida. Nestled in the heart of the Tampa-St. Petersburg-Clearwater metropolitan area, Clearwater offers a unique blend of coastal beauty, rich history, and modern amenities, making it an ideal place to live, work, and play. Located at 2673 Sabal Springs Circle, Clearwater, FL 33761, Synergistic Real Estate is dedicated to providing exceptional real estate services to both buyers and sellers. Our team of experienced professionals is committed to helping you navigate the local market with ease, whether you're looking to buy your dream home, sell your current property, or explore investment opportunities.
Synergistic Real Estate
Welcome to Synergistic Real Estate Located at 667 Folsom Street South, St. Petersburg, Florida, Synergistic Real Estate is your trusted partner in navigating the vibrant and diverse property market of this unique city. Nestled between the Gulf of Mexico and Tampa Bay, St. Petersburg, also known as 'Sunshine City', offers a perfect blend of cultural richness, stunning waterfronts, and a lively community atmosphere.
Synergistic Real Estate
Welcome to Synergistic Real Estate, your trusted partner in finding the perfect home or investment property in the vibrant city of St. Petersburg, Florida. Conveniently located at 4527 26th Avenue South, St. Petersburg, FL 33711, our agency specializes in providing personalized real estate services that cater to your unique needs and preferences. Nestled between the Gulf of Mexico and Tampa Bay, St. Petersburg is a thriving city known for its revitalized waterfront, historic charm, and sunny disposition—it’s no wonder it’s affectionately called ‘Sunshine City’. Whether you’re drawn to award-winning beaches, cultural landmarks, or the bustling downtown district, St. Petersburg offers an exceptional quality of life for residents and visitors alike.
Karen Bailey Future Home Realty
Welcome to Karen Bailey Future Home Realty, where dreams of Florida living come true! Located at 7051 Cita Lane, New Port Richey, Florida, we specialize in helping you find your perfect home on the stunning Gulf Coast. As a British expatriate, I have embraced the beautiful Florida weather and coastal lifestyle, and I am passionate about assisting home buyers and sellers in this vibrant and ever-growing community. With over 15 years of experience, I have helped a diverse range of clients, from first-time homebuyers and investors to retirees looking to downsize and professionals relocating to the Sunshine State. My in-depth knowledge of the West Florida real estate market, including new builds and coastal investments, ensures you receive expert guidance tailored to your needs.
Joan Tribulas SouthWest Florida Realtor
Welcome to Joan Tribulas SouthWest Florida Realtor, your trusted partner in navigating the vibrant real estate market of SouthWest Florida. Located at 4133 Southeast 10th Court, Cape Coral, Florida 33904, our agency is dedicated to turning your property dreams into reality with unmatched enthusiasm and expertise. Joan Tribulas brings a unique blend of passion for adventure and a deep commitment to serving the community. From scuba diving and sailing to swimming with her dogs, Bud Light and Nellie, Joan's adventurous spirit is mirrored in her approach to real estate. She navigates the complex world of property transactions with the same enthusiasm, ensuring her clients discover their own "diamond in the sand" in this beautiful region.
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