Legacy financial planning in Florida
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CPS Investment Advisors
● OpenCPS Investment Advisors is a wealth management institution located at 11962 County Road 101 in The Villages, Florida, United States. The institution offers the CPAlliance® program, a Turnkey Asset Management Program (TAMP) specifically designed by CPAs for CPAs. As a network of elite CPA Financial Planners who are registered investment advisors, CPS Investment Advisors is uniquely qualified to help clients achieve and protect financial independence. The CPAlliance® program provides asset management, performance reporting, trade reconciliation, and billing services, allowing CPAs to focus on their client's goals while CPS Investment Advisors takes care of the rest. With an understanding of the limited time CPAs have, the CPAlliance® program is designed to meet the growing need for CPA Financial Planners.
11962 Co Rd 101, The Villages, FL 32162, United States -
Merrill Lynch Private Wealth Advisor James Richard Millar
● OpenMerrill Lynch Private Wealth Advisor James Richard Millar, located at 4705 South Apopka Vineland Road in Orlando, Florida, offers personalized financial services to a limited number of clients. With industry-leading research and expert analysis, the institution provides customized strategies to help clients achieve their financial goals. The team of rigorously trained private wealth advisors at Merrill Private Wealth Management focuses on building lasting relationships and understanding the unique priorities of each client. The institution offers access to a broad range of services, including cash management, family wealth transitions, and capital markets capabilities. With a focus on managing risk and delivering absolute returns, the institution strives to simplify the complexities of significant wealth for its clients. Merrill Private Wealth Management is committed to providing personalized, one-on-one service to help clients pursue what's most important to them.
4705 S Apopka Vineland Rd, Orlando, FL 32819, United States -
KBT Wealth Solutions
● OpenKBT Wealth Solutions is a reputable finance and insurance agency located at 324 East Church Street in DeLand, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, our experts provide personalized solutions tailored to each client's unique needs. Visit us today to experience the difference that KBT Wealth Solutions can make in your financial future.
324 E Church St, DeLand, FL 32724, United States -
Fifth Third Preferred - John Flanagan
● OpenFifth Third Preferred - John Flanagan is a financial institution located at 12360 Indian Rocks Road in Largo, Florida, United States. As a preferred banking service provider, we offer personalized financial solutions and dedicated customer service to meet the unique needs of our clients. Whether you are looking for wealth management, investment advice, or banking services, our team of experienced professionals led by John Flanagan is here to help you achieve your financial goals. Visit us today to experience the Fifth Third Preferred difference.
12360 Indian Rocks Rd, Largo, FL 33774, United States -
Michael Glennon - Raymond James
● OpenMichael Glennon - Raymond James is a reputable finance institution located at 547 1st Street South in St. Petersburg, Florida, United States. With a focus on providing top-notch financial services, they offer a wide range of investment options and advice to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized service and expert guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Michael Glennon - Raymond James is committed to helping you succeed.
547 1st St S Suite 101, St. Petersburg, FL 33701, United States -
BILLFISH Wealth Management
● OpenBILLFISH Wealth Management is an independent finance firm located in Bradenton, Florida. Our team, including Registered Representatives Daniel Wood and Ryan Buckle, is dedicated to helping clients pursue their financial goals through personalized guidance and education. We offer a range of services, from retirement planning to legacy planning, all tailored to meet the unique needs of each individual client. At our office on Manatee Avenue West, we provide a welcoming environment for clients to discuss their financial goals over coffee and pastries. Our team is committed to exceeding client expectations and delivering clear, concise approaches to financial management. We believe in a team approach, working closely with clients' tax advisors and attorneys to ensure all aspects of their financial needs are met.
2005 Manatee Ave W, Bradenton, FL 34205, United States -
Adamchak, Bordes & Associates Wealth Management
● OpenAdamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Jerry Reimer - Thrivent
● OpenJerry Reimer - Thrivent is a finance institution located at 945 Tidewater Shores Loop in Bradenton, Florida, United States. Licensing for the institution can be obtained through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
945 Tidewater Shores Loop, Bradenton, FL 34208, United States -
Michael Dietrich - Morgan Stanley
● OpenMichael Dietrich - Morgan Stanley is a reputable financial institution located at 4114 Woodlands Parkway in Palm Harbor, Florida, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Michael Dietrich - Morgan Stanley provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, this institution can provide the expertise and guidance needed to navigate the complex world of finance.
4114 Woodlands Pkwy # 200, Palm Harbor, FL 34685, United States -
HN Wealth Management
● OpenHN Wealth Management is a leading accounting and finance institution located at 13452 Boyette Road in Riverview, Florida, United States. Our dedicated team of professionals specializes in providing top-notch wealth management services to help individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or manage your finances more effectively, HN Wealth Management is here to help you every step of the way.
13452 Boyette Rd, Riverview, FL 33569, United States -
Sagace Wealth Management, LLC
● OpenSagace Wealth Management, LLC is a finance institution located at 877 Executive Center Drive West in St. Petersburg, Florida, United States. The name "Sagace" is Italian for having wisdom and good judgment, reflecting the institution's process of providing integrated tax and estate planning expertise alongside wealth management professionals to deliver comprehensive solutions. The wise owl in their logo symbolizes this wisdom. As you reach the point of retirement after years of hard work, Sagace Wealth Management is here to help answer important questions and provide guidance with a coordinated group of professional services experts. In today's global economy where work and personal time are often blurred, many professionals struggle to optimize their personal financial situation. Sagace Wealth Management can help ensure that your financial future is secure and on the right track.
877 Executive Center Dr W #100, St. Petersburg, FL 33702, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 1701 Rickenbacker Drive in Sun City Center, Florida, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence.
1701 Rickenbacker Dr Suite 101, Sun City Center, FL 33573, United States -
Private Client Group
● OpenPrivate Client Group is a premier financial institution located at 9130 South Dadeland Boulevard in Miami, Florida. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships based on trust and integrity, we offer customized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your legacy, Private Client Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
9130 S Dadeland Blvd, Miami, FL 33156, United States -
Michael Joeckel - Thrivent
● OpenMichael Joeckel - Thrivent is a finance institution located at 1307 West Fletcher Avenue in Tampa, Florida, United States. This institution is licensed in multiple states including CT, FL, GA, IL, IN, KY, MI, NC, TN, TX, and VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.
1307 W Fletcher Ave, Tampa, FL 33612, United States -
Apollon Wealth Management
● OpenApollon Wealth Management is a prestigious finance institution located at 4016 Henderson Boulevard in Tampa, Florida, United States. With a team of experienced financial experts, Apollon Wealth Management offers a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Apollon Wealth Management provides personalized solutions tailored to each client's unique needs. Trust Apollon Wealth Management to guide you towards financial success and security.
4016 Henderson Blvd Suite H, Tampa, FL 33629, United States -
William Chase - Raymond James
● OpenWilliam Chase - Raymond James is a reputable financial institution located at 1301 Grasslands Boulevard in Lakeland, Florida, United States. With a focus on providing top-notch financial services, they specialize in investment management, wealth planning, and retirement solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, William Chase - Raymond James is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.
1301 Grasslands Blvd, Lakeland, FL 33803, United States -
Smith Wealth Advisory Group
● OpenSmith Wealth Advisory Group is a leading finance institution located at 1560 West Cleveland Street in Tampa, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, our experts are here to help. With a focus on transparency, integrity, and client satisfaction, Smith Wealth Advisory Group is committed to delivering exceptional service and results for our clients. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1560 W Cleveland St, Tampa, FL 33606, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 1943 Morrill Street in Sarasota, Florida, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
1943 Morrill St #1, Sarasota, FL 34236, United States -
The Grubb Group - Morgan Stanley
● OpenThe Grubb Group - Morgan Stanley is a leading financial institution located at 611 US Highway 27 South in Sebring, Florida. As part of the prestigious Morgan Stanley network, we provide comprehensive financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers expert advice and customized solutions in investment management, wealth planning, retirement planning, and more. With a commitment to excellence and a focus on client satisfaction, The Grubb Group - Morgan Stanley is your trusted partner in financial success.
611 US Hwy 27 S, Sebring, FL 33870, United States -
The Schwartzbaum Urfer Group - Morgan Stanley
● OpenThe Schwartzbaum Urfer Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn how we can help you secure your financial future.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
David Contessa - Thrivent
● OpenDavid Contessa - Thrivent is a finance institution located at 3811 Airport-Pulling Road North, Naples, Florida, United States. As part of Momentum Wealth Advisors, they work with clients to achieve their financial goals, provide security for their families, and leave a legacy for loved ones and important causes. Whether you need a short-term solution or a long-term financial plan, they are dedicated to helping you reach your goals. Services range from insurance to college funding, investments, retirement accounts, and legacy planning. Thrivent provides advice and guidance through its Financial Planning Framework, with the option for further planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through licensed financial advisors. Visit their website for more information on services and professional designations.
3811 Airport-Pulling Rd N Suite 100-B, Naples, FL 34105, United States -
The Legend Group
● OpenThe Legend Group is a prestigious institution located at 6111 Tidewater Island Circle in Fort Myers, Florida, United States. Known for its excellence in education and commitment to academic success, The Legend Group offers a wide range of programs and resources to help students achieve their goals. With a dedicated faculty and state-of-the-art facilities, students at The Legend Group receive a top-notch education in a supportive and nurturing environment. Whether you are looking to further your career or pursue higher education, The Legend Group is the perfect place to start your journey towards success.
6111 Tidewater Island Cir, Fort Myers, FL 33908, United States -
Venture Visionary Partners
● OpenVenture Visionary Partners is a finance institution located at 27400 Riverview Center Boulevard in Bonita Springs, Florida, United States. Led by Craig Findley, the firm has been recognized for its excellence in wealth advisory services, being named to prestigious lists such as Forbes Top 250 Wealth Advisors, Barron's America's Top 1200 Financial Advisors, and Financial Times Top 400 Financial Advisors. With additional accolades such as Forbes Best in State Wealth Advisors and Top Registered Investment Advisors, Venture Visionary Partners prides itself on providing top-notch financial advice to clients. The firm is registered with the SEC and offers investment advisory services in states where it is registered or exempt.
27400 Riverview Center Blvd #3, Bonita Springs, FL 34134, United States -
Andrew Hill Investment Advisors, Inc.
● OpenAndrew Hill Investment Advisors, Inc. is a finance institution located at 4081 Tamiami Trail North, Naples, Florida, United States. They specialize in sustainable investing and offer conscious financial strategies that set clients up for success now and in the future. With a focus on building portfolios with sustainable investments and making ethical decisions, Andrew Hill Investment Advisors aims to create a legacy of financial security for their clients. Their experienced team provides strategic financial advisory services to help clients live confidently and be prepared for whatever life may bring. They also offer a Business Continuity and Succession Plan to ensure continuity of service for clients in the event of significant business disruptions. With a commitment to protecting the privacy of client information, Andrew Hill Investment Advisors limits the use, collection, and retention of nonpublic personal information and only shares information with service providers when necessary. They maintain strict safeguards to protect clients' information and offer an opt-out provision for clients who do not wish to disclose their information to non-affiliated third parties.
4081 Tamiami Trail N Suite 105, Naples, FL 34103, United States -
Paul M. Zoch CFP , CRPC , CRPS
● OpenPaul M. Zoch CFP, CRPC, CRPS is a finance institution located at 11555 Heron Bay Boulevard in Parkland, Florida, United States. Specializing in personalized financial planning and wealth management, Prosperitus Wealth Advisors is dedicated to helping clients achieve lasting prosperity. With a holistic approach that considers all aspects of finances, including insurance, taxes, and investments, the institution crafts tailored financial plans aligned with each client's unique goals. Operating with fiduciary excellence and empowered insights, the team at Prosperitus Wealth Advisors provides peace of mind and clarity every step of the way. Services offered include personalized financial planning, business success architecture, retirement planning, legacy protection, tax-efficient strategies, wealth management, financial shielding, and educational planning. With a team of dedicated professionals committed to providing unparalleled financial guidance, Prosperitus Wealth Advisors is the ideal choice for those looking to achieve their financial goals.
11555 Heron Bay Blvd STE 305, Parkland, FL 33076, United States -
Atlantic Family Wealth
● OpenAtlantic Family Wealth is a premier finance institution located in the heart of Coral Gables, Florida. Our team of experienced professionals is dedicated to helping families achieve their financial goals and secure their legacy for future generations. We offer a wide range of services, including investment management, financial planning, estate planning, and risk management. At Atlantic Family Wealth, we prioritize personalized service and tailor our strategies to each client's unique needs. Visit us at 6705 South Red Road to start building your family's wealth today.
6705 S Red Rd, Coral Gables, FL 33143, United States -
Rosie Pachon - TD Wealth Relationship Manager
● OpenRosie Pachon - TD Wealth Relationship Manager is a finance institution located at 6601 South Dixie Highway in Miami, Florida, United States. As a dedicated wealth relationship manager, Rosie Pachon provides personalized financial guidance and services to clients looking to grow and manage their wealth effectively. With a commitment to building strong and lasting relationships, Rosie Pachon offers expert advice and assistance in investment strategies, retirement planning, estate planning, and more. Whether you are a seasoned investor or just starting out, Rosie Pachon - TD Wealth Relationship Manager is here to help you achieve your financial goals.
6601 S Dixie Hwy, Miami, FL 33143, United States -
T&L Wealth Advisory of Raymond James
● OpenT&L Wealth Advisory of Raymond James is a premier financial institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term investment strategies and expert financial planning, we are dedicated to helping our clients build and preserve their wealth. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, United States -
Jorge Rodriguez - Raymond James
● OpenJorge Rodriguez - Raymond James is a renowned financial institution located at 2800 Ponce de Leon in Coral Gables, Florida, United States. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and support in navigating the complexities of the financial world. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Jorge Rodriguez - Raymond James is here to help you every step of the way.
2800 Ponce de Leon, Coral Gables, FL 33134, United States -
Family Wealth Advisors
● OpenFamily Wealth Advisors is a leading financial institution located at 1400 Prudential Drive in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping families manage and grow their wealth for future generations. We offer personalized financial planning services tailored to each client's unique goals and objectives. Whether you are looking to build a retirement portfolio, plan for your children's education, or protect your assets, our experts are here to provide sound guidance and advice. Trust Family Wealth Advisors to safeguard your financial future and create a legacy for your loved ones.
1400 Prudential Dr Suite 4, Jacksonville, FL 32207, United States
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