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TOP 30 Life insurance and retirement in Florida
1402 results found
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Michael W Kane - Financial Advisor, Ameriprise Financial Services, LLC
Michael W Kane is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 International Parkway in Lake Mary, Florida, United States. He 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Michael W Kane is dedicated to providing comprehensive financial advice and services to his clients, including individuals, retirees, small business owners, and high net worth clients.
Terald Shaw - Thrivent
Terald Shaw - Thrivent is a financial institution located at 9100 Conroy Windermere Road in Windermere, Florida, United States. Licensed in multiple states including FL, IL, IN, MI, NC, NE, OH, and TX, we specialize in creating personalized financial plans tailored to each individual's unique goals and needs. Our approach focuses on getting to know our clients on a personal level before discussing numbers, allowing us to build fully custom financial strategies. From protecting valuable assets to planning for retirement, education, and important purchases, we help our clients build a solid foundation for their financial future. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. For more information on our services and licensed financial advisors, visit Thrivent.com.
Thrivent Financial - Lutherans
Thrivent Financial - Lutherans is a finance institution located at 1099 Hempel Avenue, Gotha, Florida, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our Money Canvas™ virtual coaching service helps you build healthier money habits at your own pace. We prioritize your unique needs to create a financial plan that aligns with your goals. Whether you're just starting out or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Our mission is to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through licensed financial advisors. Visit Thrivent.com for more information.
Tom Eisenhuth - Financial Advisor, Ameriprise Financial Services, LLC
Tom Eisenhuth is a Financial Advisor at Ameriprise Financial Services, LLC located at 101 South New York Avenue, Winter Park, Florida, United States. Tom holds various 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®. Tom specializes in providing comprehensive financial planning services and expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Tom is dedicated to upholding the highest standards of ethics and professionalism to best serve his clients' financial needs.
Erika Heredia Link - Financial Advisor, Ameriprise Financial Services, LLC
Erika Heredia Link is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 South Orange Avenue, Orlando, Florida, United States. She 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®. Erika is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills in the field of finance. Contact Erika Heredia Link for expert advice on investment opportunities, asset management, estate planning, retirement planning, insurance products, and more.
Paul Fimognari, Financial Advisor - Fimognari Financial
Paul Fimognari, Financial Advisor at Fimognari Financial, located at 1201 South Orlando Avenue in Winter Park, Florida, is dedicated to providing professional financial services through New York Life. With a focus on creating a legacy of love and financial security, Paul offers personalized financial planning and investment advisory services to clients in various states. Whether you are prioritizing retirement savings, balancing family expenses, or planning for your future, Paul can help you navigate the complex world of finance. As a registered representative of NYLIFE Securities LLC and licensed insurance agent with New York Life Insurance Company, Paul is equipped to assist individuals in states such as CA, FL, GA, KS, MO, NC, NY, and SC.
Wanda Decker - Financial Advisor, Ameriprise Financial Services, LLC
Wanda Decker - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 South Orange Avenue, Orlando, Florida, United States. Wanda Decker 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®. Wanda Decker is dedicated to providing expert financial advice and planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth client, or have specific financial needs related to domestic partnerships, veterans, or special needs planning, Wanda Decker has the expertise and knowledge to help you achieve your financial goals. Contact Wanda Decker at Ameriprise Financial Services, LLC for personalized and comprehensive financial planning services.
Italo S Hermoza: Primerica - Financial Services
Italo S Hermoza: Primerica - Financial Services is a reputable finance and insurance agency located at 7550 Futures Drive in Orlando, Florida, United States. With a focus on providing top-notch financial services to individuals and businesses, Italo S Hermoza: Primerica is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Italo S Hermoza: Primerica are here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
Alex Bueno - Associate Financial Advisor, Ameriprise Financial Services, LLC
Alex Bueno is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 18167 US Highway 19 North, Clearwater, Florida, United States. Alex holds various 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®. Alex is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Alex is committed to helping clients achieve their financial goals. Contact Alex Bueno today for personalized financial advice and guidance.
John Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC
John Joseph Lomba is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10410 Seminole Boulevard in Seminole, Florida, United States. John holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, John is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you're looking for guidance on investments, insurance products, estate planning, or other financial matters, John Joseph Lomba is a trusted professional to help you navigate your financial future.
Kimberly R Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Kimberly R Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 513 North Parramore Avenue in Orlando, Florida, United States. Kimberly holds various 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®. Kimberly specializes in 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, estate planning, investment strategies, and risk management, Kimberly is dedicated to helping clients achieve their financial goals. Whether you are looking for advice on investments, retirement planning, insurance products, or estate planning, Kimberly R Stewart is here to provide expert guidance and support.
Russell Wilson - Financial Advisor, Ameriprise Financial Services, LLC
Russell Wilson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 East Robinson Street, Orlando, Florida, United States. Russell Wilson holds various certifications, including 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®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Russell Wilson's expertise and commitment to providing comprehensive financial planning services to clients. The institution specializes in various areas such as retirement planning, estate planning, investment management, insurance products, and financial planning for specific groups like veterans and individuals with special needs. Russell Wilson is dedicated to helping clients achieve their financial goals and navigate complex financial situations with professionalism and integrity.
BARR Financial Services LLC
BARR Financial Services LLC is a finance institution located at 2160 North Park Avenue, Winter Park, Florida, United States. At BARR Financial Services, we are dedicated to helping people imagine, create, and live joyful lives. Our founder, Kirk, established the firm with this mission at its core. We believe in educating our clients about their financial options and providing resources to assist them in making informed decisions. Stay informed with Kirk Barr Young's monthly economic review, and take advantage of our complimentary introductory session to see if we are the right fit for your financial goals. With a focus on simplifying life and addressing common financial concerns, we aim to help individuals secure their financial future. Whether it's retirement savings, managing risks, or exploring the world of cryptocurrency, we are here to guide you every step of the way. Securities offered through Triad Advisors, LLC, Member FINRA & SIPC, and advisory services offered through BARR Financial Services LLC. Contact us today to schedule a conversation and start your journey towards financial well-being.
First Summit Financial
First Summit Financial is a leading insurance agency located at 100 Colonial Center Parkway in Lake Mary, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. At First Summit Financial, we strive to build long-lasting relationships with our clients by delivering exceptional service and expert advice. Contact us today to learn more about how we can protect what matters most to you.
Jerry Reimer - Thrivent
Jerry 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.
Kathleen Merriman - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen Merriman is a financial advisor at Ameriprise Financial Services, LLC located at 11065 Gatewood Drive in Bradenton, Florida, United States. Kathleen 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 Kathleen's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Kathleen is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.
Marco Sandusky - Financial Advisor, Ameriprise Financial Services, LLC
Marco Sandusky is a Financial Advisor at Ameriprise Financial Services, LLC located at 28100 US Highway 19 North, Clearwater, Florida, United States. Marco holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Marco's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Marco specializes in asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. With a focus on ethical practices and real-world application of investment concepts, Marco is dedicated to helping clients achieve their financial goals.
Florida Financial Strategies
Florida Financial Strategies is a finance institution located at 698 North Maitland Avenue in Maitland, Florida, United States. Our focus is on building long-term relationships with our clients and helping them achieve their financial goals. Our team of Financial Professionals offers personalized services to help grow and conserve your wealth efficiently. We provide objective guidance and prudent investments to build a healthy investment portfolio over time. Our agents have decades of experience in helping people from all backgrounds achieve their financial dreams. We offer services such as investment management, life insurance planning, retirement planning, and annuity stress tests. Our independent advisors are regulated by the Financial Conduct Authority (FCA) and provide sound financial advice tailored to your unique needs. Contact us today to start your journey towards financial independence and a more prosperous life. 2020 Florida Financial Strategies. All Rights Reserved. Web Design by [Website Name].
Anthony Russo - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Russo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2605 Enterprise Road East, Clearwater, Florida, United States. He 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®. His expertise includes asset management, wealth transfers, retirement planning, estate planning, investment strategies, and financial planning for special needs families and military personnel. With a commitment to ethics and continuing education, Anthony Russo provides comprehensive financial advice and services to his clients.
Ingram & Marks Financial Resources
Ingram & Marks Financial Resources is a finance institution located at 3000 Bayport Drive, Tampa, Florida, United States. According to a survey by Gallup, many Americans are worried about having enough money saved for retirement. The institution offers financial professionals to help individuals achieve their retirement goals and dreams by evaluating their financial situation, assessing the economic landscape, and recommending a strategy for financial stability. Donald Marks and Steven Ingram are licensed to sell insurance through New York Life Insurance Company and offer securities products & services through NYLIFE Securities LLC. The institution is dedicated to helping individuals in states such as CA, FL, IL, NC, NY, and SC. They are also associated with The Million Dollar Round Table (MDRT), a global standard of excellence in the insurance and financial services industry. Please consult your own tax, legal, or accounting professional before making any financial decisions. Let Ingram & Marks Financial Resources help you secure your financial future.
Bryon Holz & Associates
Bryon Holz & Associates is a finance institution located at 207 Cindy Lane in Brandon, Florida, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement strategies, or tax preparation, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Edward Jones - Financial Advisor: Dan Sammons, ChFC®|CLU®
Edward Jones - Financial Advisor: Dan Sammons, ChFC®|CLU® is a reputable financial institution located at 3616 Erindale Drive in Valrico, Florida, United States. With a focus on providing personalized financial planning and investment services, Dan Sammons, a Chartered Financial Consultant and Chartered Life Underwriter, is dedicated to helping clients achieve their financial goals. Whether it's retirement planning, wealth management, or insurance solutions, clients can trust in the expertise and professionalism of Dan Sammons and the Edward Jones team. Visit their office today to start planning for a secure financial future.
Michael Joeckel - Thrivent
Michael 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.
Curt Eskew, Financial Advisor - Eskew Financial Group
At Curt Eskew, Financial Advisor - Eskew Financial Group, located at 2639 Fruitville Road in Sarasota, Florida, our team is dedicated to helping clients navigate their financial journey. Founder Curt Eskew, who is also a pilot, draws parallels between flying a plane and financial planning, emphasizing the importance of having a solid plan in place to reach your goals safely and efficiently. With over 40 years of experience, our team can assist you no matter where you are on your financial path. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Curt Eskew offers insurance products and services in multiple states. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Curt Eskew provides securities and advisory services to clients in select states.
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 201 North Franklin Street in Tampa, Florida, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a wide range of options such as investments and insurance tailored to each client's specific needs. With top ratings from major financial agencies and a focus on customer experience, Northwestern Mutual is committed to helping clients navigate life events and plan for a secure future. Through their inclusive and diverse workplace culture, Northwestern Mutual strives to create a supportive environment for employees, advisors, clients, and communities. Whether you are looking to grow your investments, protect your assets, or plan for retirement, Northwestern Mutual can help you create a financial plan that works for you. Connect with an advisor today to start your journey towards financial security and the life you've always wanted.
WealthCare Financial
WealthCare Financial is a finance institution located at 401 East Jackson Street, Tampa, Florida, United States. Our services include disability insurance, life insurance, retirement planning, and investing. Our experienced team of financial experts will work with you to design a custom strategy that fits your individual needs and helps you reach your financial goals. We believe in providing personalized financial solutions for each client, regardless of their career, age, or living situation. Whether you need assistance setting up a retirement account or navigating the complexities of insurance, our team is here to help. We invest in our staff to ensure that you receive the highest quality of service. Schedule a meeting with one of our advisors to learn how our services can improve your financial situation.
Jennifer Baltic Osgood - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jennifer Baltic Osgood is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1103 West Cleveland Street in Tampa, Florida, United States. Jennifer 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®, CFP®, Certified Fund Specialist, ChFC®, 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 Jennifer's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for investment strategies, estate planning, retirement planning, or advice on insurance products, Jennifer Baltic Osgood has the knowledge and skills to help you achieve your financial goals. Contact Jennifer today to schedule a consultation and start planning for your financial future.
Beacon Pointe Advisors
Beacon 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.
Medallion Financial Resources
Medallion Financial Resources, located in Venice, Florida, is a finance and insurance agency that specializes in helping individuals maximize their Social Security benefits, plan for retirement, and secure their financial future. With a focus on providing peace of mind and financial protection, the institution offers services such as life insurance, long-term care planning, annuities, and tax-free retirement accounts like Roth IRAs and HSAs. The experienced team at Medallion Financial Resources takes the time to understand each client's unique needs and goals, providing personalized recommendations and guidance to help them achieve financial security and stability. By offering comprehensive financial and estate planning services, the institution ensures that clients can protect their assets and create a lasting legacy for future generations.
The Ordonez Financial Group
The Ordonez Financial Group, located at 2831 Ringling Boulevard in Sarasota, Florida, is a finance institution dedicated to providing a range of services including investments, retirement planning, and wealth management. Led by Alfredo (Al) Ordonez, who has been recognized as one of Forbes' Best-In-State Financial Security Professionals in Florida, the institution is committed to helping clients build a bridge to a sound financial future. With a focus on serving professional advisors, The Ordonez Financial Group aims to help clients leave a legacy of love and financial security by making life insurance a priority. The institution offers a range of services to help individuals and families plan for their financial futures, with a focus on personalized strategies tailored to each client's unique needs.
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- Life insurance and retirement in St. Pete Beach
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- Life insurance and retirement in Sunny Isles Beach
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- Life insurance and retirement in Tamarac
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- Life insurance and retirement in The Villages
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- Life insurance and retirement in Winter Haven
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- Life insurance and retirement in Winter Springs
- Life insurance and retirement in Yulee
- Life insurance and retirement in Zephyrhills
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