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Lawgix Advisory Group
● ClosedLawgix Advisory Group is a professional service firm located in Ocala, Florida, United States. We specialize in helping professional service firms optimize their business processes to achieve success based on their unique definition of success. With over 25 years of administrative leadership experience, our team offers innovative solutions and industry-recognized best practices in business operations, leadership, management, strategic planning, and marketing. Whether you are a new start-up firm or a well-established practice, we can help you take your business to the next level. Our services include business structure and operational process design, technology review and implementation, change management support, and location selection to position your firm as a market leader.
13456 SW 9th Ln, Ocala, FL 34481, United States -
DG Advisors
● ClosedDG Advisors is a finance institution located at 333 South Tamiami Trail in Venice, Florida, United States. Our dedicated team is committed to helping you achieve your dream retirement by designing and implementing successful financial strategies tailored to your unique goals and lifestyle. We offer a range of services to help you build a financial strategy that fits your needs, including investment options and insurance products through our affiliate DG Insurance, LLC. Please note that all investments come with risks, and no strategy can guarantee a profit.
333 S Tamiami Trail #279, Venice, FL 34285, United States -
Merrill Lynch Financial Advisor Dmitriy G Stepanov
● OpenMerrill Lynch Financial Advisor Dmitriy G Stepanov is a finance institution located at 9128 Strada Place, Naples, Florida, United States. As your Merrill advisor, Dmitriy focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your full financial picture. With a focus on what matters most to you, Dmitriy can create a flexible strategy tailored to today's changing market conditions, providing access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Dmitriy believes in participating in the communities they serve, spending time volunteering with organizations in the community. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on your goals. By understanding your goals and priorities, Dmitriy can provide personalized wealth management strategies to help you pursue what matters most to you.
9128 Strada Pl Suite 301, Naples, FL 34108, United States -
Merrill Lynch Financial Advisor Toby D Garner
● ClosedMerrill Lynch Financial Advisor Toby D Garner, located at 9128 Strada Place in Naples, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Toby Garner offers comprehensive wealth management services to address the evolving needs of clients. By participating in the community and volunteering with local organizations, Toby Garner upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, clients can work with Toby Garner to create a personalized plan centered on their goals and aspirations.
9128 Strada Pl Suite 301, Naples, FL 34108, United States -
Neil Jesani Advisors
● ClosedNeil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
1300 Sawgrass Corporate Pkwy #130, Sunrise, FL 33323, United States -
SVR Consulting
● ClosedSVR Consulting is a reputable accounting and finance institution located in Doral, Florida, United States. With a focus on providing top-notch financial services and consulting to individuals and businesses alike, SVR Consulting is dedicated to helping clients achieve their financial goals. The institution's experienced team of professionals offers a wide range of services, including tax preparation, financial planning, and bookkeeping. Whether you are looking for assistance with personal finances or need help managing your business's financial affairs, SVR Consulting is the go-to destination for all your accounting and finance needs.
8350 NW 52nd Terrace Suite 301 #320, Doral, FL 33166, United States -
Mellig Group - Wealth Advisors
● ClosedMellig Group - Wealth Advisors is a finance institution located at 400 University Drive, Coral Gables, Florida, United States. At Mellig Group, we help you understand your choices, plan with confidence, and empower your life by achieving your financial goals with personalized investment recommendations tailored to your unique needs. Whether it's life insurance, asset protection, or college savings, we navigate life's financial milestones with you, crafting personalized plans that make sense for your individual goals. Our team of expert advisors partners with you to maximize your savings, minimize your tax burden, and provide peace of mind knowing your hard-earned money is securely invested and professionally managed. We empower you to make informed decisions with the highest potential for success, guiding you towards achieving your financial goals.
400 University Dr STE 400, Coral Gables, FL 33134, United States -
V&T Wealth Strategies
● ClosedV&T Wealth Strategies is a finance institution located at 2100 Ponce de Leon in Coral Gables, Florida, United States. Our team offers thorough analysis to find the proper solutions for your personal or business financial needs, with special attention to your unique situation. We approach working with you based on what you want and need your results to be. Our four-step process ensures that you efficiently achieve your goals and remain on course as life unfolds. Before recommending strategies, we understand your financial objectives. Once you're satisfied with a strategy, we help implement it to achieve the results you seek. We offer periodic reviews to monitor the strategies in place and their ability to meet your goals as your financial situation changes.
2100 Ponce de Leon # 600, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Prescott B Rowe
● ClosedMerrill Lynch Financial Advisor Prescott B Rowe is located at 824 A1A North, Ponte Vedra Beach, Florida, United States. Prescott Rowe, a Wealth Management Advisor with Merrill Lynch Wealth Management, has over 12 years of experience in the financial industry, with 10 years specifically at Merrill. Holding various certifications and licenses, including the CERTIFIED FINANCIAL PLANNER CFP certification, Prescott focuses on customer service, retirement planning, and investment planning for his clients. Prescott follows a four-step planning process, starting with getting to know his clients and their individualized goals. He then works with them to create a personalized plan, implement strategies, and regularly review the plan to ensure it aligns with their changing needs. Prescott believes in providing customized solutions for each client, understanding that everyone has unique financial goals and needs.
824 A1A N, Ponte Vedra Beach, FL 32082, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Axtegrity Consulting
● ClosedAxtegrity Consulting is a leading institution located at 5850 T G Lee Boulevard in Orlando, Florida, United States. Our Rapid Deployment Solutions allow businesses to go from purchase to production seamlessly. We specialize in streamlining business processes with our reliable ERP solutions, such as Finance & Operations and Business Central. Our qualified implementation experts will help set up and configure your business on the solution that best suits you. At Axtegrity Consulting, we add value to our customer's business by providing them with platforms to do exceptional things. We implement solutions for the present while planning for the future. Our fixed cost, fixed time base implementation with D365 ensures that your time is well spent. We offer pre-configured systems based on best practice templates, reducing the complexity of ERP implementation for your employees.
5850 T G Lee Blvd STE 520, Orlando, FL 32822, United States -
Advocate Consulting Legal Group, PLLC
● ClosedAdvocate Consulting Legal Group, PLLC is a premier institution located at 3555 Kraft Road in Naples, Florida, United States. Specializing in aviation law, our legal department assists in new aircraft acquisitions on a daily basis. Our accounting department handles aviation tax compliance and examinations, serving over 1,500 aviation clients. Our services are tailored to provide aviation "TLC" - Tax, Legal, and Compliance services in one comprehensive engagement. We offer a flat fee three-year contract specific to each aircraft, including the design, implementation, and monitoring of ownership/operational structures to meet the owner's needs.
3555 Kraft Rd Suite 240, Naples, FL 34105, United States -
The Nu-Age Group
● ClosedThe Nu-Age Group is a boutique technology services firm located at 11954 Narcoossee Road in Orlando, Florida. Specializing in managed IT services, cybersecurity, Cloud solutions, and strategic IT consulting, we are dedicated to bringing enterprise-level productivity and scalability to small and medium-sized businesses. As a HIPAA and SOC 2 Certified services provider, we have a passion for delivering cutting-edge technology solutions that enable our clients to focus on growing their business. When you partner with The Nu-Age Group, you can expect on-time, on-budget delivery, access to professional teams, trusted partnerships with top technology companies, and industry expertise in Financial Services, Healthcare, and Manufacturing. Founded in 1997, The Nu-Age Group is based in Secaucus, NJ, and Orlando, FL. Our team designs, implements, manages, and monitors the networks, servers, computers, and information systems that our clients rely on daily. By partnering with us, organizations experience less downtime, increased efficiency, productivity, and higher levels of data integrity and system security. We believe that technology should be an enabler, not a disruptor, and we excel at leveraging technology to create big opportunities for our clients.
11954 Narcoossee Rd Suite 182, Orlando, FL 32832, United States -
Tribox Private Wealth
● ClosedTribox Private Wealth, located at 601 Heritage Drive in Jupiter, Florida, is a finance institution that focuses on the pillars of cash, protection, and investments to secure and build sustainable wealth for its clients. With a commitment to exceptional client service, Tribox Private Wealth offers personalized advice, 24/7 account access, and concierge-level support. The institution helps clients assess their protection plans, health care needs, tax liabilities, and estate planning to create customized financial plans. The team at Tribox Private Wealth believes in putting client interests first and stewarding both wealth and wellbeing. Securities are offered through LPL Financial, while investment advisory services are offered through NewEdge Advisors, LLC. The institution believes in the importance of having protection in place to minimize the financial impact of unexpected events, allowing clients to have confidence and clarity when making investment decisions. Through the ELITE Roadmap™, clients are guided through the process of creating a fully implemented multi-generational financial plan personalized to their individual needs and goals.
601 Heritage Dr # 214, Jupiter, FL 33458, United States -
Merrill Lynch Financial Advisor Brian P. McKenna
● ClosedLocated at 601 East Atlantic Avenue in Delray Beach, Florida, Merrill Lynch Financial Advisor Brian P. McKenna offers personalized financial advice and guidance to help clients develop a customized financial strategy. With a focus on connecting all aspects of each client's life, Brian McKenna helps prioritize and pursue the financial goals that matter most to clients and their families. Specializing in wealth management services for high-net worth individuals, Brian McKenna addresses a wide range of complex issues including portfolio strategies, wealth transfer, risk management, retirement planning, and more. With certifications in private wealth advising and various FINRA registrations, Brian McKenna is equipped to provide clients with access to investment insights, trust services, and banking solutions from Merrill Lynch and Bank of America. Using a goals-based approach, Brian McKenna works with individuals, families, executives, business owners, and philanthropic organizations to help them achieve their financial goals. By understanding each client's unique needs and aspirations, Brian McKenna designs and implements personalized financial plans to help manage investment risk and turn goals into reality. With a focus on building strong client relationships based on trust and personalized service, Brian McKenna and his team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives. Whether it's planning for retirement, funding a child's education, or transferring wealth to future generations, Brian McKenna is committed to helping clients achieve their financial goals and stay on track, regardless of market fluctuations. With a focus on understanding each client's goals, priorities, and financial situation, Brian McKenna works to design a customized approach that reflects the unique needs of each client. By staying informed with the latest investment insights and strategies, clients can live their best financial life with the help of Brian McKenna and the team at Merrill Lynch Wealth Management.
601 E Atlantic Ave, Delray Beach, FL 33483, United States -
RSM US LLP
● ClosedRSM US LLP is a leading accounting and finance institution located at 1555 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated economic team and robust research program to support clients in implementing strategic changes aligned with global industry trends. With a focus on understanding clients' business issues and offering a wide range of services and global technical resources, RSM is committed to designing solutions that drive businesses forward. The institution's team members embody values of excellence and understanding, helping clients make confident decisions in the face of uncertainty.
1555 Palm Beach Lakes Blvd #500, West Palm Beach, FL 33401, United States -
Borer Financial Communications, Inc.
● OpenBorer Financial Communications, Inc. is a finance and legal institution located at 3909 North Ocean Boulevard, Fort Lauderdale, Florida, United States. As a registered SEC EDGAR Filing Agent and Financial Printer, Borer Financial specializes in handling regulatory filings with the SEC from start to finish. They offer quick and accurate turnaround times at cost-effective rates. Additionally, Borer Financial provides comprehensive solutions for distributing press releases to major news outlets worldwide. With over 28 years of experience in the securities industry, Borer Financial offers high-quality and accurate EDGAR and iXBRL compliance filing services for publicly traded companies, hedge funds, trading firms, individuals, and start-ups. They work with both domestic and international clients, providing services such as document printing, binding, mailing, and delivery.
3909 N Ocean Blvd APT 107, Fort Lauderdale, FL 33308, United States -
Atlantix Partners
● OpenAtlantix Partners is a leading institution located at 800 Corporate Drive in Fort Lauderdale, Florida, United States. Specializing in financial analysis, our team of experienced professionals utilizes the best tools for precision analysis and modeling to help you understand your company's financial health and make informed decisions for improvement. In addition to financial analysis, our interim executives provide strategic guidance and support during critical times, with a focus on proven leadership skills and successful track records. We are dedicated to helping clients overcome the Data Paradox by organizing and synthesizing data for clear financial and operational insights.
800 Corporate Dr # 320, Fort Lauderdale, FL 33334, United States -
Merrill Lynch Financial Advisor Benjamin Beauharnais
● ClosedMerrill Lynch Financial Advisor Benjamin Beauharnais is located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. As a finance institution, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on individual goals and aspirations. The financial advisor at Merrill Lynch Wealth Management focuses on understanding what matters most to clients, whether it's family, goals, or priorities that may evolve over time. The mission is to create a tailored plan to help clients pursue their financial goals while managing investment risk effectively. By focusing on potential solutions that can turn aspirations into reality, the advisor works with clients to design and implement a personalized financial strategy. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach to address their financial needs. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each individual. By utilizing the Investment Personality Assessment, the advisor gets to know clients better as investors and can customize the financial approach to align with their unique preferences and priorities. Regular check-ins help ensure that the financial approach reflects any changes in clients' lives or the market conditions. The goal is to help clients stay on track to achieve what's important to them, whether it's planning for retirement, saving for a home, or funding a child's education. By getting to know clients personally and understanding their priorities, the advisor can offer a financial approach tailored to their life goals and provide ongoing guidance to address fluctuations in the market. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Benjamin Beauharnais aims to help clients navigate the complexities of their financial lives and pursue their goals effectively.
401 E Las Olas Blvd, Fort Lauderdale, FL 33301, United States -
SES ESOP Strategies
● ClosedSES ESOP Strategies is a finance institution located at 2201 Wilton Drive in Fort Lauderdale, Florida, United States. Specializing in Employee Stock Ownership Plans (ESOP), they provide expert guidance and strategic planning for companies looking to implement ESOPs as part of their employee benefits package. With a team of experienced professionals, SES ESOP Strategies offers personalized solutions to help businesses maximize the benefits of ESOPs and ensure long-term financial success for both the company and its employees.
2201 Wilton Dr Suite 7, Fort Lauderdale, FL 33305, United States -
Merrill Lynch Financial Advisor Cezar Minozzo
● ClosedMerrill Lynch Financial Advisor Cezar Minozzo is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Specializing in managing wealth, Cezar Minozzo offers personalized wealth management strategies tailored to your financial goals and priorities. By providing access to Merrill's investment insights and Bank of America's banking solutions, Cezar Minozzo can help you navigate today's changing market conditions. With a focus on community involvement and volunteering, Cezar Minozzo follows the Merrill tradition of serving the communities they operate in. By conducting a Merrill Personal Wealth Analysis™, Cezar Minozzo can create a personalized financial plan centered around your aspirations and objectives. Through ongoing conversations and assessments, Cezar Minozzo aims to help you make informed investment decisions and trade-offs to achieve your meaningful goals. With a deep understanding of your investment personality and preferences, Cezar Minozzo can customize a financial approach that aligns with what matters most to you. By regularly reviewing and adjusting your financial strategy, Cezar Minozzo ensures that your plan reflects changes in your life and goals. Committed to prioritizing your financial well-being, Cezar Minozzo works with you to design and implement a personalized plan that manages investment risk while pursuing your financial goals. With a focus on building a dedicated one-on-one relationship, Cezar Minozzo provides comprehensive financial solutions tailored to your individual needs. As a Merrill Lynch Wealth Management Advisor, Cezar Minozzo is registered to do business in multiple states and holds the CPWA® certification. Remember, investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Let Cezar Minozzo help you achieve your financial goals and live your best financial life.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Cameron Smith
● ClosedMerrill Lynch Financial Advisor Cameron Smith, located at 815 South Palafox Street in Pensacola, Florida, offers personalized wealth management strategies to help you achieve your financial goals. With a focus on understanding your individual needs and priorities, Cameron Smith can assist you in developing a comprehensive approach to managing your wealth. From retirement planning to investment choices and banking services, including customized lending and credit from Bank of America, Cameron is dedicated to helping you position yourself for the future you desire. As a First Vice President with over a decade of experience in the financial services industry, Cameron Smith follows the Merrill tradition of community involvement, volunteering with organizations in the local area. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Cameron can help you build and document a personalized financial plan centered on your goals and aspirations.
815 S Palafox St, Pensacola, FL 32502, United States -
Merrill Lynch Financial Advisor Margie Moore
● ClosedMerrill Lynch Financial Advisor Margie Moore is a finance institution located at 815 South Palafox Street, Pensacola, Florida, United States. The institution is dedicated to building and maintaining strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Margie Moore and her team are passionate about helping clients make important financial decisions that will impact their lives and their families' futures. Their mission is to understand each client's unique needs and goals, and to design and implement personalized financial plans to help them pursue their financial objectives while managing investment risk. They focus on providing solutions that can turn goals into reality, whether it's planning for future healthcare expenses, saving for college, or passing wealth to future generations.
815 S Palafox St, Pensacola, FL 32502, United States -
Merrill Lynch Financial Advisor Shane A. O'Dell
● ClosedMerrill Lynch Financial Advisor Shane A. O'Dell is located at 45 Eglin Parkway Northeast, Fort Walton Beach, Florida, United States. Shane is a Certified Financial Planner with a focus on strengthening client relationships, acquiring new clients, and providing corporate retirement income strategies. He has received recognition from Forbes for his outstanding service and has been named to multiple prestigious lists for his expertise in wealth management. Shane is dedicated to serving his community and is actively involved in various civic organizations. With the support of Merrill's global resources, Shane and his team are committed to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, Shane helps design and implement personalized financial plans to help clients pursue their financial goals while managing investment risk. Through thoughtful conversations and a deep understanding of each client's needs, Shane works to develop tailored solutions to turn goals into reality. By utilizing the Investment Personality Assessment, Shane can better understand each client's investing preferences and customize financial approaches to align with their individual goals and priorities. Whether it's planning for future healthcare expenses, saving for college, or passing wealth to future generations, Shane is dedicated to helping clients manage, grow, and preserve their wealth for years to come.
45 Eglin Pkwy NE Suite 102, Fort Walton Beach, FL 32548, United States -
Merrill Lynch Financial Advisor Nina McClanahan
● OpenMerrill Lynch Financial Advisor Nina McClanahan, located at 34990 Emerald Coast Parkway, Destin, Florida, United States, is a finance institution that leverages the strength of one of the world's leading wealth management firms while delivering resources with the agility and intimacy of a family-owned business. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, customizing your financial approach, or providing advice and guidance. The institution believes in achieving financial success by making investment-related decisions that align with your goals. Through tools like the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. Services include personalized financial planning, investment strategies, and access to banking solutions from Bank of America. The institution's mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you pursue financial goals and manage investment risk. With a focus on potential solutions that can turn goals into reality, Merrill Lynch Financial Advisor Nina McClanahan is dedicated to helping you achieve your financial aspirations.
34990 Emerald Coast Pkwy, Destin, FL 32541, United States -
Advocate Consulting Legal Group, PLLC
● ClosedAdvocate Consulting Legal Group, PLLC is a legal institution located at 1300 North Westshore Boulevard in Tampa, Florida, United States. Specializing in aviation law, our legal department assists in new aircraft acquisitions on a daily basis. Our accounting department focuses on aviation tax compliance and examinations, serving over 1,500 aviation clients. Our services are designed to provide aviation "TLC" - Tax, Legal, and Compliance services in a single engagement to streamline the process of acquiring a business aircraft and managing tax concerns and compliance needs. We offer a flat fee three-year contract specific to each client's aircraft, including the design, implementation, and monitoring of an ownership/operational structure tailored to their needs.
1300 N Westshore Blvd Suite 220, Tampa, FL 33607, United States -
Derek Ifasi, CFS, CRPC, APMA
● OpenDerek Ifasi, CFS, CRPC, APMA is a finance institution located at 5331 Primrose Lake Circle, Tampa, Florida, United States. We specialize in helping clients achieve their dream retirement without financial stress and deathbed regrets. Our trademarked Retirement DIET Plan™ process is designed to remove financial stress so that clients can truly live every day with possibility. We offer a ton of value during our connection calls, regardless if we end up working together or not. Our team is committed to guiding you through every step so that you can achieve your dream retirement with the smallest amount of effort. Schedule a connection call today to learn more about our process and how we can assist you in developing a Retirement DIET Plan tailored to your financial needs. Please note that we do not provide legal or tax advice, and it is recommended to consult with a qualified professional before implementing any strategy. Annuity guarantees rely on the financial strength of the issuing insurer, and fixed insurance products are not offered by RetireSharp Wealth Management, LLC.
5331 Primrose Lake Cir, Tampa, FL 33647, United States -
Merrill Lynch Financial Advisor Carina Gerscovich Borkon
● ClosedMerrill Lynch Financial Advisor Carina Gerscovich Borkon is a finance institution located at 4705 South Apopka Vineland Road, Orlando, Florida, United States. Every relationship at this institution begins with a conversation to help identify and prioritize your goals. They believe in achieving financial success by making investment decisions that align with your personal goals. Through an Investment Personality Assessment, they tailor their financial approach to meet your individual needs. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains relevant. Their mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you pursue your financial goals while managing investment risk. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services including personalized investment strategies and comprehensive financial solutions. The institution provides the latest investment insights, tips, and strategies to help you achieve your financial goals. Please note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice.
4705 S Apopka Vineland Rd, Orlando, FL 32819, United States -
Merrill Lynch Financial Advisor Gregory Scott Baird
● ClosedMerrill Lynch Financial Advisor Gregory Scott Baird is a finance institution located at 14374 Narcoossee Road, Orlando, Florida, United States. Every relationship with this institution begins with a conversation to help you identify and prioritize your most important goals. Whether you're looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or receive advice to stay informed, they start by listening to learn more about you and your family. Their belief is that financial success can be achieved when you're able to make investment-related decisions that align with your personally meaningful goals. Through research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand you as an investor and help tailor a financial approach that suits your preferences. By gaining insights into how you think and feel about investing, they can customize a plan to help you pursue what matters most to you.
14374 Narcoossee Rd Suite B, Orlando, FL 32832, United States -
Merrill Lynch Financial Advisor Timothy J Shaughnessy
● ClosedMerrill Lynch Financial Advisor Timothy J Shaughnessy is a finance institution located at 1401 Manatee Avenue West, Bradenton, Florida, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The Portfolio Manager can help clients pursue their objectives by managing discretionary strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. Through conversations, the advisors help identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding education. By understanding your investment personality and goals, the advisors develop a personalized financial approach to help you achieve what matters most to you. The institution offers tools to help you track changes in your life and reflect them in your financial approach. With access to investment insights and banking solutions, the advisors work with you to develop a plan to address your financial needs. The advisors at Merrill Lynch Wealth Management are dedicated to understanding you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals. Through regular check-ins and reviews, the advisors help you stay on track to achieve what's important to you. The institution offers a range of services, including personal wealth analysis and customized investment approaches. By working with a dedicated Merrill advisor, you can receive personalized investment strategies and comprehensive financial solutions from Bank of America. The institution is committed to putting you first, offering one-on-one relationships with Merrill Lynch Wealth Management Advisors. The advisors help you navigate the financial complexities of your life, building a customized investment approach to address your needs and pursue your goals. Whether you have questions, need guidance, or want to stay informed, the advisors at Merrill Lynch Financial Advisor Timothy J Shaughnessy are there to help you live your best financial life.
1401 Manatee Ave W 7th floor, Bradenton, FL 34205, United States
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- It implementation in Gainesville
- It implementation in Groveland
- It implementation in Gulf Breeze
- It implementation in Haines City
- It implementation in Hialeah
- It implementation in Hollywood
- It implementation in Homestead
- It implementation in Homosassa
- It implementation in Hudson
- It implementation in Immokalee
- It implementation in Jacksonville
- It implementation in Jupiter
- It implementation in Key Largo
- It implementation in Kissimmee
- It implementation in LaBelle
- It implementation in Lake City
- It implementation in Lake Mary
- It implementation in Lake Worth Beach
- It implementation in Lakeland
- It implementation in Lantana
- It implementation in Largo
- It implementation in Lauderhill
- It implementation in Lecanto
- It implementation in Leesburg
- It implementation in Lehigh Acres
- It implementation in Lighthouse Point
- It implementation in Lithia
- It implementation in Longwood
- It implementation in Lutz
- It implementation in Lynn Haven
- It implementation in Macclenny
- It implementation in Marco Island
- It implementation in Marianna
- It implementation in Mary Esther
- It implementation in Miami
- It implementation in Miami Beach
- It implementation in Miami Gardens
- It implementation in Miami Lakes
- It implementation in Miami Springs
- It implementation in Middleburg
- It implementation in Miramar
- It implementation in Naples
- It implementation in Navarre
- It implementation in New Port Richey
- It implementation in Newberry
- It implementation in Niceville
- It implementation in North Fort Myers
- It implementation in North Palm Beach
- It implementation in North Port
- It implementation in Oakland Park
- It implementation in Ocala
- It implementation in Ocoee
- It implementation in Oldsmar
- It implementation in Orange Park
- It implementation in Orlando
- It implementation in Oviedo
- It implementation in Pace
- It implementation in Palm Beach
- It implementation in Palm Beach Gardens
- It implementation in Palm Harbor
- It implementation in Palm Springs
- It implementation in Palmetto
- It implementation in Panama City
- It implementation in Panama City Beach
- It implementation in Pensacola
- It implementation in Pinellas Park
- It implementation in Plant City
- It implementation in Plantation
- It implementation in Pompano Beach
- It implementation in Ponte Vedra Beach
- It implementation in Port Charlotte
- It implementation in Port Richey
- It implementation in Port St. Joe
- It implementation in Quincy
- It implementation in Riverview
- It implementation in Sanford
- It implementation in Sanibel
- It implementation in Sarasota
- It implementation in Sebring
- It implementation in Spring Hill
- It implementation in St. Pete Beach
- It implementation in St. Petersburg
- It implementation in Stuart
- It implementation in Sun City Center
- It implementation in Sunny Isles Beach
- It implementation in Sunrise
- It implementation in Tallahassee
- It implementation in Tampa
- It implementation in Tarpon Springs
- It implementation in Tavares
- It implementation in Temple Terrace
- It implementation in Tequesta
- It implementation in The Villages
- It implementation in Trenton
- It implementation in Trinity
- It implementation in Valrico
- It implementation in Venice
- It implementation in Wellington
- It implementation in Wesley Chapel
- It implementation in West Palm Beach
- It implementation in Weston
- It implementation in Williston
- It implementation in Winter Garden
- It implementation in Winter Haven
- It implementation in Winter Park
- It implementation in Yulee
- It implementation in Zephyrhills
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