It strategy consulting in Boca Raton, FL
18 results found
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SunTax Consulting, LLC
● OpenSunTax Consulting, LLC is a finance institution located at 2200 Corporate Boulevard Northwest, Boca Raton, Florida, United States. Our services go beyond traditional financial reports and IRS forms, as we understand the complexity and challenges of modern finance. By delegating your financial affairs to our experienced professionals, you can make the best decision for your financial well-being. We offer high-quality services both in-person and remotely, utilizing innovative IT technologies and secure online communication methods. Our goal is to provide excellent professional services while creating the best customer experience for our clients. Cybersecurity and data safety are always our top priorities.
2200 Corporate Blvd NW Ste. 205, Boca Raton, FL 33431, United States -
BOSSA CORPORATION
● OpenBOSSA CORPORATION is a prestigious school located at 1001 West Palmetto Park Road in Boca Raton, Florida, United States. Known for its commitment to excellence in education, BOSSA CORPORATION offers a wide range of academic programs designed to prepare students for success in their future endeavors. With a dedicated faculty and state-of-the-art facilities, students at BOSSA CORPORATION receive a top-notch education that equips them with the skills and knowledge needed to thrive in today's competitive world. Choose BOSSA CORPORATION for a transformative educational experience.
1001 W Palmetto Park Rd, Boca Raton, FL 33486, United States -
SOC Plantation
● OpenSOC Plantation is a leading health institution located at 17960 North Military Trail in Boca Raton, Florida. Specializing in providing top-notch healthcare services, SOC Plantation is committed to improving the health and well-being of its patients. With a team of highly skilled healthcare professionals and state-of-the-art facilities, SOC Plantation offers a wide range of medical services to meet the needs of the community. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust SOC Plantation to provide compassionate and personalized care. Visit us today and experience the difference that quality healthcare can make in your life.
17960 N Military Trl, Boca Raton, FL 33496, United States -
Violeta B Chiong Medical
● OpenVioleta B Chiong Medical is a trusted medical institution located at 660 Glades Road in Boca Raton, Florida. Specializing in providing expert healthcare services, this facility is dedicated to improving the well-being of its patients. Whether you are seeking routine check-ups or treatment for a specific health concern, the doctors at Violeta B Chiong Medical are committed to providing top-notch care in a comfortable and welcoming environment. Trust in their expertise and experience to help you achieve optimal health and wellness.
660 Glades Rd # 340, Boca Raton, FL 33431, United States -
The Presser Law Firm, P.A.
● OpenThe Presser Law Firm, P.A. is a legal institution located in Boca Raton, Florida, United States. Specializing in asset protection, their team of experienced lawyers helps clients safeguard their hard-earned wealth from various threats such as lawsuits, creditors, and malpractice claims. By utilizing proven strategies and tools, their attorneys can assist in shielding assets from potential risks and liabilities. With a focus on proactive financial self-defense, The Presser Law Firm, P.A. emphasizes the importance of protecting assets before they are at risk. Through advanced planning and a commitment to asset protection, clients can secure their financial future and have more options available in times of need.
6830 N Federal Hwy, Boca Raton, FL 33487, United States -
Adam Klein - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam Klein - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5200 Town Center Circle, Boca Raton, Florida, United States. Adam Klein holds various certifications and designations 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 cover a wide range of financial planning and management topics, ensuring that Adam Klein is well-equipped to assist clients with their financial needs. Whether it's retirement planning, estate planning, investment strategies, or insurance products, Adam Klein has the expertise to help individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Adam Klein provides comprehensive financial advisory services to clients in Boca Raton and beyond.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States -
The Ramazio and Jacobs Group - Morgan Stanley
● OpenThe Ramazio and Jacobs Group at Morgan Stanley is a renowned finance institution located at 4855 Technology Way in Boca Raton, Florida, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The expert team at The Ramazio and Jacobs Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and sound advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, The Ramazio and Jacobs Group at Morgan Stanley is here to support you every step of the way.
4855 Technology Way #600, Boca Raton, FL 33431, United States -
Merrill Lynch Financial Advisor Joshua R Feigelman
● OpenMerrill Lynch Financial Advisor Joshua R Feigelman, located at 1 Town Center Road in Boca Raton, Florida, is dedicated to helping clients achieve their financial goals. With a focus on personalized service, the institution begins each relationship with a conversation to understand the unique priorities of each individual or family. By utilizing the Investment Personality Assessment, the team at Merrill Lynch can tailor a financial approach to align with the client's values and objectives. The institution offers a range of potential solutions, premier customer service, and financial tools based on each client's circumstances. Whether clients are planning for retirement, education expenses, wealth transfer, or other goals, Merrill Lynch works to develop a customized plan to help manage, grow, and preserve wealth for the long term.
1 Town Center Rd, Boca Raton, FL 33486, United States -
James Bradley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Bradley is a financial advisor at Ameriprise Financial Services, LLC located at 5200 Town Center Circle in Boca Raton, Florida, United States. James specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He offers complimentary initial consultations to help clients plan for retirement, education, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. James is committed to diversity and inclusion, and strives to create a better financial future for all. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Bradley is registered in states where securities business is conducted. Ameriprise Financial has received recognition for its support of the military community and disability inclusion initiatives. For more information or to schedule a consultation, visit the website or contact James Bradley directly.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States -
Merrill Lynch Financial Advisor Lawrence P Shields
● OpenMerrill Lynch Financial Advisor Lawrence P Shields is located at 1 Town Center Road, Boca Raton, Florida, United States. Lawrence has been in the financial services industry since 1980 and is a Senior Financial Advisor and Senior Vice President. He specializes in helping clients build wealth management strategies tailored to their individual needs. Lawrence and his team at Merrill Lynch focus on developing comprehensive wealth management plans centered around clients' goals and aspirations. They provide personalized service and utilize the global resources of Merrill to build strong client relationships based on trust. Lawrence believes in understanding each client's unique financial situation and goals in order to design and implement personalized plans to help them pursue financial success while managing investment risk. Through Merrill Personal Wealth Analysis™, clients can work with Lawrence to create a personalized plan focused on achieving their objectives.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Archer Financial
● OpenArcher Financial is a finance institution located at 100 Plaza Real South in Boca Raton, Florida, United States. With a strong reputation for providing top-notch financial services, Archer Financial offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Archer Financial is here to support you every step of the way.
100 Plaza Real S Ste F, Boca Raton, FL 33432, United States -
Merrill Lynch Financial Advisor William LaPato
● OpenMerrill Lynch Financial Advisor William LaPato is a prestigious finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. This institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They focus on understanding your family, goals, and priorities to create a personalized investment strategy tailored to your lifestyle goals, taking into account your objectives, time horizon, liquidity needs, investment style, and risk sensitivity. The team at Merrill Lynch believes in helping you make investment-related decisions that align with your personally meaningful goals, whether it's planning for retirement, buying a home, or funding a child's education. They utilize the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The team at Merrill Lynch is committed to helping you reach your goals through a personalized planning strategy, addressing financial challenges, and potential opportunities. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals and focused on what you want to achieve. With a focus on ongoing communication and adjustments to your financial approach as your life and goals change, Merrill Lynch Financial Advisor William LaPato is here to help you achieve your financial goals.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Merrill Lynch Financial Advisor Jeffrey Tompkins
● OpenMerrill Lynch Financial Advisor Jeffrey Tompkins, located at 1 Town Center Road, Boca Raton, Florida, United States, offers personalized financial planning services tailored to your life priorities. By understanding what matters most to you and your family, we collaborate to create a customized plan to help you achieve your goals and aspirations. Our team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. We begin every relationship with a conversation to identify and prioritize your goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. Through our Investment Personality Assessment, we gain a deeper understanding of how you think and feel about investing, allowing us to customize a financial approach that aligns with your values and objectives.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Merrill Lynch Financial Advisor Aja Nixon
● OpenMerrill Lynch Financial Advisor Aja Nixon is a finance institution located at 1 Town Center Road, Boca Raton, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. They start every relationship with a conversation to identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. By using the Investment Personality Assessment, Merrill can better understand your investing preferences and customize a financial approach to help you achieve your goals. The advisors at Merrill Lynch work with you to develop a personalized plan that addresses your financial needs and helps you manage, grow, and preserve your wealth. They regularly review your goals and progress to ensure you stay on track and adjust your approach as needed. With a focus on understanding you personally, the advisors at Merrill Lynch aim to help you achieve your financial goals and provide the guidance you need to navigate market fluctuations and life changes. As Merrill Lynch Wealth Management Advisors, they offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals. With a commitment to putting you first, Merrill Lynch Financial Advisor Aja Nixon is dedicated to helping you live your best financial life.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Intire Professional Services, Inc.
● OpenIntire Professional Services, Inc. is a leading accounting and finance institution located in Boca Raton, Florida. Our team of experienced professionals offers a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us at Florida 7 to learn more about how Intire Professional Services, Inc. can assist you with all of your accounting and finance needs.
FL-7, Boca Raton, FL 33428, United States -
CGI Realty
● OpenCGI Realty is a trusted general contractor and real estate agency located at 1159 Royal Palm Beach Boulevard in Royal Palm Beach, Florida. Specializing in property success in Miami and Florida, CGI Realty is your preferred partner for all your real estate needs in Palm Beach County. Whether you are looking to buy, sell, rent, or become a top agent, CGI Realty is here to guide you through the process with expert services. When it comes to selling your property in West Palm Beach, CGI Realty is dedicated to making the process seamless for you. Our team works tirelessly to list your property, attract reliable buyers, and ensure a swift and efficient sale. We understand the importance of your investment and our top agents will showcase all the standout features of your property to maximize its value.
1159 Royal Palm Beach Blvd, Royal Palm Beach, FL 33411, United States -
Champagne & Parisi Real Estate
● OpenChampagne & Parisi Real Estate is a premier real estate agency located at 21073 Powerline Road in Boca Raton, Florida. Specializing in the luxury real estate market, our professional analysis includes data on recent sales and current market trends in the Boca Raton area. Known for its upscale lifestyle, magnificent beaches, and outstanding quality of life, Boca Raton offers a wide selection of luxury homes, waterfront condos, modern townhomes, and country club properties. Our team at Champagne & Parisi Real Estate provides expert guidance and personalized service to help clients find their dream home in Boca Raton. With a focus on the diverse range of properties available in the area, from gated communities like The Oaks to exclusive waterfront estates in The Sanctuary, we ensure that each client finds the perfect fit for their lifestyle and preferences.
21073 Powerline Rd #63, Boca Raton, FL 33433, United States -
Dewhurst Associates
● OpenDewhurst Associates is a premier store located at 939 Clint Moore Road in Boca Raton, Florida. Offering a wide range of products and services, Dewhurst Associates is known for its exceptional customer service and high-quality merchandise. Whether you're looking for home decor, gifts, or accessories, Dewhurst Associates has something for everyone. Visit us today and experience the difference that Dewhurst Associates can make in your shopping experience.
939 Clint Moore Rd, Boca Raton, FL 33487, United States
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