TOP 30 Investments in The Villages, Florida

209 results found

Keriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann holds multiple 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.

Linn Financial is a reputable finance institution located at 561 Fieldcrest Drive in The Villages, Florida, United States. With a commitment to providing top-notch financial services, Linn Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Linn Financial is dedicated to helping you achieve your financial goals. Their team of experienced professionals is ready to provide personalized and expert guidance to help you navigate the complexities of the financial world. Trust Linn Financial to be your partner in financial success.

Edward Jones - Financial Advisor: Jena Sullivan is a reputable financial institution located at 8483 Southeast 165th Mulberry Lane in The Villages, Florida, United States. Specializing in providing expert financial advice and personalized investment strategies, Jena Sullivan and her team are dedicated to helping clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones offers a range of services including retirement planning, wealth management, and investment guidance. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Jena Sullivan is here to help you every step of the way.

Edward Jones - Financial Advisor: Luke Emerson, CFP®|AAMS™ is a reputable financial institution located at 1150 Paige Place in The Villages, Florida, United States. With a focus on providing personalized financial planning services, Luke Emerson, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Luke Emerson, CFP®|AAMS™ offers expert advice and guidance to help you make informed financial decisions. Trust in Luke Emerson and his team to provide you with the support and resources you need to navigate the complex world of finance with confidence.

TADA Wealth Advisors, Inc. is a leading finance institution located at 1126 Bichara Boulevard in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and transparency, TADA Wealth Advisors, Inc. is committed to providing top-notch financial guidance and support to individuals and families looking to secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.

John Glendinning - Morgan Stanley is a renowned financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. With a focus on providing expert financial advice and services, the team at John Glendinning - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, the experienced professionals at this institution are here to guide you every step of the way. Trust in John Glendinning - Morgan Stanley for all your financial needs.

Merrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.

Merrill Lynch Financial Advisor Anthony Gould is located at 1100 Canal Street in The Villages, Florida, United States. The institution is a finance type, offering personalized financial strategies and wealth management services for affluent families, individuals, and successful business owners. With over two decades of experience in Central Florida, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams", Merrill Lynch advisors are committed to setting the standard for exemplary client service. With access to the global resources of Merrill, the team is comprised of talented and experienced individuals who work together seamlessly to deliver appropriate solutions that address all aspects of their clients' financial lives. By embodying core values such as integrity, knowledge, respect, and teamwork, Merrill Lynch advisors strive to provide the highest level of service and support to help clients achieve their financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, advisors tailor financial strategies to reflect each client's unique needs, priorities, and goals. The team works with clients to develop a customized financial approach designed to help manage, grow, and preserve wealth for the long-term. With a focus on personalized advice and professional management, Merrill Lynch advisors help clients stay on track towards pursuing their objectives. By building a dedicated one-on-one relationship with clients, Merrill Lynch Wealth Management Advisors are committed to providing comprehensive financial solutions to help navigate the financial and economic landscapes. Whether it's planning for retirement, managing future health care expenses, or passing wealth to future generations, Merrill Lynch advisors are dedicated to helping clients pursue their goals and live their best financial life.

Merrill Lynch Financial Advisor Fred Siyufy is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. We work together with our clients to help them understand their unique priorities and full financial picture, especially when planning for retirement. Whether you are considering rolling over your 401(k) or need advice on managing future health care expenses, college savings, or passing wealth to future generations, our team is here to help. We offer personalized investment strategies and access to comprehensive financial solutions to help you pursue your goals. Our mission is to understand you and what matters most to you, so we can create a personalized plan to help you manage, grow, and preserve your wealth. With the support of Merrill's global resources and banking solutions from Bank of America, we are committed to helping you achieve your financial goals. Contact us today to start planning for your financial future.

Alec Thomas is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Alec Thomas holds multiple 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®, 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®. These certifications demonstrate Alec Thomas' expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Alec Thomas is dedicated to providing comprehensive financial planning services to clients, including veterans and military personnel.

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.

Merrill Lynch Financial Advisor Robert A Luther is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth starts with a comprehensive understanding of your financial situation. By focusing on what matters most to you, Robert A Luther can help create a flexible strategy that adapts to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial goals.

Bank of America is a reputable financial institution located at 2565 Burnsed Boulevard in The Villages, Florida. Known for its exceptional customer service and wide range of banking and financial services, Bank of America offers convenient drive-thru ATM services for quick and easy access to your funds. Whether you're looking to deposit checks, withdraw cash, or manage your accounts, Bank of America is a trusted choice for all your banking needs. Visit us today and experience the convenience and reliability of Bank of America.

Royal Fund Management is a prestigious finance institution located at 1515 Buenos Aires Boulevard in The Villages, Florida, United States. With a reputation for providing top-notch financial services and expert investment advice, Royal Fund Management is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Royal Fund Management is here to assist you every step of the way. Trust in Royal Fund Management to provide personalized financial solutions tailored to your individual needs and goals.

Merrill Lynch Financial Advisor Patrick Kavanaugh is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Specializing in personalized wealth management strategies, Patrick Kavanaugh helps clients create flexible financial plans tailored to their individual goals and priorities. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients have access to a comprehensive approach to managing their wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Patrick Kavanaugh works to understand each client's unique financial situation and preferences, helping them pursue their long-term goals. With a focus on building lasting relationships and staying informed about changes in clients' lives, Patrick Kavanaugh aims to provide ongoing support and guidance to help clients achieve financial success. As a registered advisor in multiple states and holding certifications as an Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™, Patrick Kavanaugh is dedicated to helping clients navigate the complexities of investing and financial planning.

Merrill Lynch Financial Advisor Travis Bowersox is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We have been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, showcasing our dedication to our clients. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, we cater to affluent families, individuals, and successful business owners. Our mission is to be the trusted advisor of our clients, offering personalized financial planning services tailored to their unique needs and goals. By embodying core values such as integrity, knowledge, and teamwork, we ensure that our clients receive the highest level of service and support. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial approach that suits you best. We believe in helping you pursue your aspirations and goals, providing consistent, personalized advice to keep you on track towards achieving your long-term objectives. Let Merrill Lynch Financial Advisor Travis Bowersox guide you towards financial success and help you live your best financial life.

Edward Jones - Financial Advisor: Kristina Dhountal, AAMS™ is a reputable financial institution located at 13574 Village Park Drive in Orlando, Florida. Kristina Dhountal, a certified Accredited Asset Management Specialist, provides expert financial advice and services to individuals and businesses looking to achieve their financial goals. With a focus on personalized service and tailored financial plans, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you're planning for retirement, saving for college, or growing your investment portfolio, Kristina Dhountal and the team at Edward Jones are dedicated to helping you secure a prosperous financial future.

Wells Fargo Advisors Financial Network is a leading financial institution located at 934 Cypress Village Blvd in Ruskin, Florida, United States. Our team of experienced financial advisors provides a wide range of services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, we are here to provide personalized guidance and support. With a commitment to excellence and a focus on building long-term relationships, Wells Fargo Advisors Financial Network is dedicated to helping you secure your financial future.

Edward Jones - Financial Advisor: Kristie Wells is a trusted financial institution located at 3345 Bobcat Village Center Road in North Port, Florida. As a dedicated finance professional, Kristie Wells offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Kristie Wells can provide expert advice tailored to your individual needs. With a commitment to customer service and a wealth of financial knowledge, Edward Jones - Financial Advisor: Kristie Wells is the go-to destination for all your financial planning needs in North Port.

Edward Jones - Financial Advisor: Linda L Coules is a reputable financial institution located in North Port, Florida. As a dedicated financial advisor, Linda L Coules offers personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Linda L Coules can provide expert guidance and support. Visit us at 3365 Bobcat Village Center Road to start planning for a secure financial future today.

Keith Winter - Financial Advisor, Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. By scheduling a complimentary initial consultation, you can learn more about how we can assist you in achieving a more confident financial future. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to discuss what's most important to you and take the next step towards your financial goals.

Mary Romaine is a Financial Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. Mary holds various certifications such as 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®. These certifications demonstrate Mary's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Mary is dedicated to providing comprehensive and personalized financial advice to individuals and businesses, ensuring they achieve their financial goals and secure their financial future.

Ferreira Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. If you know someone who has financial questions, please introduce them to our practice. Our financial advisors are registered to do business only in certain U.S. states, and personalized advice can help you reach your financial goals. The Confident Retirement® approach is not a guarantee of future financial results. Visit FINRA's BrokerCheck website for background and qualification information. We offer initial consultations to discuss important financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. We appreciate referrals and strive to help your friends and family achieve their financial goals. Contact us to start a conversation about what's most important to you.

Michael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira holds multiple 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®, 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®. These certifications demonstrate Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their 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.

Stephen Donald Kuhn is a financial advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Stephen holds multiple 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®, 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®. These certifications demonstrate Stephen's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. Stephen is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.

Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. The institution offers a wide range of financial services and is known for its team of highly qualified professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution is committed to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, professionalism, and expertise, Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner for all your financial needs.