Life strategy in The Villages, FL
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Life Transitions Counseling
● OpenLife Transitions Counseling is a reputable health institution located at 6000A Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. Our dedicated team of counselors specializes in providing support and guidance to individuals facing major life changes or transitions. Whether you are dealing with career changes, relationship issues, loss, or any other significant event, our experienced counselors are here to help you navigate through these challenges. We offer a safe and confidential environment where you can explore your feelings, gain insight, and develop coping strategies to successfully transition to the next phase of your life. Contact us today to schedule a consultation and start your journey towards healing and personal growth.
6000A Sawgrass Village Cir UNIT 14, Ponte Vedra Beach, FL 32082, United States -
Youth Village, Inc
● OpenYouth Village, Inc is a school located at 644 Anchors Street Northwest in Fort Walton Beach, Florida. Our institution is dedicated to providing a safe and nurturing environment for young people to learn and grow. We offer a variety of educational programs and support services to help students reach their full potential. Our experienced staff is committed to helping students succeed academically, socially, and emotionally. At Youth Village, Inc, we strive to cultivate a sense of community and empowerment among our students, preparing them for a successful future.
644 Anchors St NW, Fort Walton Beach, FL 32548, United States -
Essential Life Solutions LLC
● OpenEssential Life Solutions LLC is a reputable insurance agency located at 2721 Village Boulevard in West Palm Beach, Florida, United States. With a commitment to providing essential life insurance solutions for individuals and families, our experienced team of professionals is dedicated to helping clients find the perfect coverage to protect their loved ones and assets. Whether you are looking for term life insurance, whole life insurance, or disability insurance, Essential Life Solutions LLC is here to guide you through the process and find the best policy to meet your needs. Contact us today to learn more about our services and how we can help you secure your future.
2721 Village Blvd, West Palm Beach, FL 33409, United States -
The Griffith Group at Downing-Frye Realty - Chris Griffith & Associates
● OpenWelcome to The Griffith Group at Downing-Frye Realty - Chris Griffith & Associates, your premier real estate agency in Bonita Springs, Florida. Located at 27399 Riverview Center Boulevard, our team specializes in providing exceptional real estate services throughout southwest Florida, including Bonita Springs, Bonita Beach, Estero, Naples, Fort Myers, and beyond. With deep roots in Bonita Springs since the mid-1980s, we offer unparalleled insight into the local real estate market and what it's truly like to live in this vibrant community. Our seasoned team, backed by a network of skilled support staff and tradespeople, is dedicated to making your real estate journey seamless and stress-free.
27399 Riverview Center Boulevard, Bonita Springs, Florida 34134, United States -
Timothy John LLC
● OpenTimothy John LLC is a reputable general contractor located at 1400 Village Square Boulevard in Tallahassee, Florida, United States. With years of experience in the construction industry, Timothy John LLC offers a wide range of services including residential and commercial construction, remodeling, and renovation projects. Their team of skilled professionals is dedicated to providing high-quality workmanship and exceptional customer service. Whether you are looking to build a new home, remodel your existing space, or undertake a commercial construction project, Timothy John LLC is the perfect partner to bring your vision to life. Contact them today to discuss your project requirements and receive a personalized quote.
1400 Village Square Blvd, Tallahassee, FL 32312, United States -
Aneeta Joseph
● OpenAneeta Joseph is a reputable health institution located at 2955 Brownwood Boulevard in The Villages, Florida, United States. Specializing in providing top-notch medical care and services, Aneeta Joseph is a leading hospital in the region. With a dedicated team of healthcare professionals and state-of-the-art facilities, this institution is committed to ensuring the well-being and recovery of its patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Aneeta Joseph is here to meet your healthcare needs with compassion and excellence.
2955 Brownwood Blvd, The Villages, FL 321632036, United States -
UF/IFAS Extension Sumter County Annex
● OpenThe UF/IFAS Extension Sumter County Annex is a school located at 8015 East County Road 466 in The Villages, Florida, United States. This institution offers a variety of educational programs and resources to the community, focusing on agriculture, natural resources, and youth development. With a commitment to research-based information and outreach, the UF/IFAS Extension Sumter County Annex serves as a valuable resource for residents looking to learn more about sustainable practices and improve their quality of life.
8015 E County Rd 466, The Villages, FL 32162, United States -
Home CEO Academy
● OpenHome CEO Academy is a prestigious school located at 16541 Pointe Village Drive in Lutz, Florida, United States. Our institution offers a unique and innovative approach to education, focusing on empowering students to become leaders in their homes and communities. With a strong emphasis on practical skills and real-world experience, Home CEO Academy prepares students for success in both their personal and professional lives. Our dedicated faculty and staff are committed to providing a supportive and nurturing learning environment where students can thrive and reach their full potential. Join us at Home CEO Academy and discover the difference a quality education can make in your life.
16541 Pointe Village Dr, Lutz, FL 33558, United States -
TREI Real Estates institute
● OpenTREI Real Estates Institute is a family-oriented institution located at 13526 Village Park Drive in Orlando, Florida, United States. We pride ourselves on creating a community of students who are eager to learn and grow together. Our experienced instructors are dedicated to providing top-notch education in the real estate industry, helping you take that first step towards professionalism and success. By enrolling in one of our courses, you will have access to excellent educational content that will enhance your knowledge of the real estate world. We provide ongoing support and guidance to ensure that you achieve your learning goals. Our online platform offers flexibility, allowing you to learn at your own pace and on your own schedule.
13526 Village Park Dr, Orlando, FL 32837, United States -
Desrochers Counseling, LLC
● OpenDesrochers Counseling, LLC is a health institution located at 7552 Navarre Parkway in Navarre, Florida, United States. Our dedicated team of licensed therapists provides professional counseling services to individuals, couples, and families seeking support and guidance. We offer a safe and confidential environment where clients can explore their thoughts and emotions, work through challenges, and develop coping strategies. Whether you are dealing with anxiety, depression, relationship issues, or any other mental health concern, Desrochers Counseling, LLC is here to help you on your journey to wellness. Contact us today to schedule an appointment and take the first step towards a healthier, happier life.
Harvest Village, 7552 Navarre Pkwy UNIT 7, Navarre, FL 32566, United States -
New Season Treatment Center – Leesburg
● ClosedNew Season Treatment Center in Leesburg, Florida offers a comprehensive opioid addiction treatment program that includes Medication-Assisted Treatment (MAT) along with counseling. Our dedicated team of doctors, nurses, and counselors provide personalized care to each patient in the surrounding areas such as Eustis, Mount Dora, Okahumpka, Sumterville, and The Villages. Our Intensive Outpatient Program (IOP) is now available at multiple treatment centers in West Palm Beach, Jacksonville, Orlando, Mid Florida, Duval, and Vero Beach. This program allows individuals to receive treatment while maintaining their work, family, and social obligations, promoting long-lasting recovery without the need for residential treatment.
704 Doctors Ct, Leesburg, FL 34748, United States -
Collective Healing Counseling
● OpenCollective Healing Counseling, located in Tampa, Florida, is dedicated to providing a safe and supportive environment for individuals facing challenges such as anxiety, depression, substance abuse, and more. Christianne Porta, a licensed therapist, offers personalized therapy sessions to address each individual's unique needs and help them overcome obstacles to lead a happier life. Whether you are struggling with self-esteem, feeling lost, or experiencing emotional difficulties, Collective Healing Counseling is here to help. Through therapy, clients can gain a better understanding of their issues, discover their strengths, and learn coping strategies to navigate life's challenges.
13919 Carrollwood Village Run, Tampa, FL 33618, United States -
Barbara Conrad, Counselor
● OpenBarbara Conrad, Counselor is a trusted mental health institution located at 1400 U.S. 441 in The Villages, Florida, United States. As a skilled counselor, Barbara Conrad provides professional support and guidance to individuals seeking help with their mental health and emotional well-being. With a compassionate and personalized approach, Barbara Conrad helps clients navigate through life's challenges and develop coping strategies for a healthier and happier life. Whether you are struggling with anxiety, depression, relationship issues, or any other mental health concern, Barbara Conrad is dedicated to helping you find healing and growth.
North Sharon, Morse Building, The Villages Regional Medical Center, 1400 US-441 Suite 553, The Villages, FL 32159, United States -
Arise Counseling Corp.
● OpenArise Counseling Corp. is a leading health institution located at 13550 Village Park Drive in Orlando, Florida, United States. Our team of experienced counselors and therapists are dedicated to providing high-quality mental health services to individuals and families in need. We offer a wide range of counseling services to address various mental health issues, including anxiety, depression, trauma, and relationship problems. At Arise Counseling Corp., we strive to create a safe and supportive environment where clients can explore their thoughts and emotions, gain insight, and develop coping strategies. Contact us today to schedule an appointment and take the first step towards a healthier, happier life.
13550 Village Park Dr Suite 370, Orlando, FL 32837, United States -
Arleatha Henderson - Prudential Financial
● OpenArleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
560 Village Blvd #100, West Palm Beach, FL 33409, United States -
Kyle Beerman Counseling
● OpenKyle Beerman Counseling is a trusted mental health institution located at 3470 Woodridge Drive in The Villages, Florida. Our team of experienced counselors is dedicated to providing high-quality therapy services to individuals seeking support and guidance. Whether you are struggling with anxiety, depression, relationship issues, or any other mental health concern, we are here to help. Our goal is to create a safe and supportive environment where you can explore your thoughts and feelings, develop coping strategies, and work towards achieving a healthier and happier life. Contact us today to schedule an appointment and take the first step towards mental wellness.
3470 Woodridge Dr, The Villages, FL 32162, United States -
Kathleen A. Patneau, LMFT
● OpenKathleen A. Patneau, LMFT is a mental health institution located at 1100 Sawgrass Village Drive in Ponte Vedra Beach, Florida. As a Licensed Marriage and Family Therapist (LMFT), Kathleen provides professional counseling services to individuals, couples, and families seeking support with their mental health and relationship issues. With a compassionate and client-centered approach, Kathleen helps her clients navigate through challenges, develop coping strategies, and improve their overall well-being. Whether you are dealing with anxiety, depression, communication issues, or other mental health concerns, Kathleen A. Patneau, LMFT is dedicated to helping you achieve positive outcomes and lead a fulfilling life.
1100 Sawgrass Village Dr UNIT 100, Ponte Vedra Beach, FL 32082, United States -
Merrill Lynch Financial Advisor Lesli Luther
● OpenMerrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Lesli Luther specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By combining the investment insights of Merrill and the banking solutions of Bank of America, clients can have access to a comprehensive approach to wealth management. Lesli Luther is committed to serving the community through volunteering and believes in building long-term relationships with clients by understanding their evolving needs and priorities. With a focus on personalized financial planning, Lesli Luther helps clients navigate important life decisions such as retirement planning, education funding, and legacy planning. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help achieve their financial objectives. Lesli Luther is dedicated to helping clients stay on track towards their goals by regularly reviewing and adjusting their financial approach. With a mission to understand each client's unique situation, Lesli Luther offers a personalized approach to wealth management that aligns with individual aspirations and risk tolerance. As a registered advisor in multiple states, Lesli Luther is equipped to provide expert guidance on investment strategies and financial planning. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.
1100 Canal St, The Villages, FL 32162, United States -
Parady Financial
● OpenParady Financial is a well-respected retirement services firm located at 3602 Kiessel Road in The Villages, Florida. Led by Greg Parady, a renowned income and annuity professional, the institution has been helping clients protect and maximize their assets since 2001. With over 27 years of experience and a career sales record exceeding $1 billion in annuities, the team at Parady Financial is dedicated to providing personalized retirement strategies for conservative-minded adults. Greg Parady is known for his expertise in income planning and his commitment to building strong relationships with clients. The institution prides itself on empowering individuals to make informed financial decisions based on their unique needs. Through continuous education and specialized knowledge, the staff at Parady Financial is able to leverage retirement assets to ensure a secure and tax-efficient retirement for their clients.
3602 Kiessel Rd, The Villages, FL 32163, United States -
Merrill Lynch Financial Advisor Michael E Rose
● OpenMerrill Lynch Financial Advisor Michael E Rose, located at 1100 Canal Street in The Villages, Florida, is a finance institution dedicated to helping clients plan for the retirement they've always envisioned. Supported by the global resources of Merrill, the team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch will work with you to understand your unique priorities and full financial picture, offering options for managing your 401(k) or other plan-sponsored accounts. They can help you rollover to an IRA, convert to a Roth IRA, rollover a 401(k) from a prior employer, take a distribution, or leave the account where it is, all while considering different investment options, services, fees, and tax implications.
1100 Canal St, The Villages, FL 32162, United States -
Cebert Wealth - Ameriprise Financial Services, LLC
● OpenCebert Wealth - Ameriprise Financial Services, LLC is a finance institution located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. They have been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. The institution offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They provide regular meetings to review progress, update strategies as life changes, and help clients track their financial goals. Clients can access their investments and accounts from any device securely. Ameriprise financial advisors are registered in certain U.S. states and clients can schedule a complimentary initial consultation to get started. The institution also offers a Retirement Interactive tool to explore important retirement income issues. Ameriprise Financial Services, LLC cannot guarantee future financial results and clients agree to the terms of the website rules and regulations. They are a member of FINRA and SIPC.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCatherine Harris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. Catherine Harris holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Catherine Harris is dedicated to providing ethical and professional financial advice to help clients achieve their financial goals.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Keriann Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKeriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Clay C Palmer
● OpenMerrill Lynch Financial Advisor Clay C Palmer is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in financial industry publications and by Bank of America Corporation. The team is supported by the global resources of Merrill and is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, Merrill Lynch serves affluent families, individuals, and successful business owners. They believe in helping clients achieve what matters most to them through personalized financial planning services tailored to their unique needs and goals. The team at Merrill Lynch operates with core values of integrity, knowledge, respect, dedication, reliability, optimism, and teamwork, ensuring that clients always receive the highest level of service and support. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch gets to know clients better as investors and customizes financial approaches to help them pursue their goals. The team at Merrill Lynch believes that the best financial approach is one that helps clients pursue their aspirations, whether it be managing future health care expenses, planning for college, or passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch works with clients to develop strategies designed to address their financial needs. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them by regularly reviewing goals and progress. With a focus on personalized advice and professional management, Merrill Lynch helps clients build customized financial strategies that reflect their unique priorities and goals. By developing a personalized plan centered on goals and aspirations, Merrill Lynch helps clients navigate the financial landscape and achieve their objectives. The team at Merrill Lynch is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. With certifications such as Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, and Certified Financial Planner™, the team at Merrill Lynch is well-equipped to help clients navigate their financial journey and live their best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Anthony Gould
● OpenMerrill Lynch Financial Advisor Anthony Gould is located at 1100 Canal Street in The Villages, Florida, United States. The institution is a finance type, offering personalized financial strategies and wealth management services for affluent families, individuals, and successful business owners. With over two decades of experience in Central Florida, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams", Merrill Lynch advisors are committed to setting the standard for exemplary client service. With access to the global resources of Merrill, the team is comprised of talented and experienced individuals who work together seamlessly to deliver appropriate solutions that address all aspects of their clients' financial lives. By embodying core values such as integrity, knowledge, respect, and teamwork, Merrill Lynch advisors strive to provide the highest level of service and support to help clients achieve their financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, advisors tailor financial strategies to reflect each client's unique needs, priorities, and goals. The team works with clients to develop a customized financial approach designed to help manage, grow, and preserve wealth for the long-term. With a focus on personalized advice and professional management, Merrill Lynch advisors help clients stay on track towards pursuing their objectives. By building a dedicated one-on-one relationship with clients, Merrill Lynch Wealth Management Advisors are committed to providing comprehensive financial solutions to help navigate the financial and economic landscapes. Whether it's planning for retirement, managing future health care expenses, or passing wealth to future generations, Merrill Lynch advisors are dedicated to helping clients pursue their goals and live their best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Alec Thomas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlec Thomas is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Alec Thomas holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Alec Thomas' expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Alec Thomas is dedicated to providing comprehensive financial planning services to clients, including veterans and military personnel.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Robert A Luther
● OpenMerrill Lynch Financial Advisor Robert A Luther is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Managing your wealth starts with a comprehensive understanding of your financial situation. By focusing on what matters most to you, Robert A Luther can help create a flexible strategy that adapts to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial goals.
1100 Canal St, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Travis Bowersox
● OpenMerrill Lynch Financial Advisor Travis Bowersox is a prestigious finance institution located at 1100 Canal Street, The Villages, Florida, United States. Our team of talented and experienced individuals is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We have been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, showcasing our dedication to our clients. With over two decades of experience in providing financial strategies and wealth management services in Central Florida, we cater to affluent families, individuals, and successful business owners. Our mission is to be the trusted advisor of our clients, offering personalized financial planning services tailored to their unique needs and goals. By embodying core values such as integrity, knowledge, and teamwork, we ensure that our clients receive the highest level of service and support. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial approach that suits you best. We believe in helping you pursue your aspirations and goals, providing consistent, personalized advice to keep you on track towards achieving your long-term objectives. Let Merrill Lynch Financial Advisor Travis Bowersox guide you towards financial success and help you live your best financial life.
1100 Canal St, The Villages, FL 32162, United States -
Mary Romaine - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary Romaine is a Financial Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. Mary holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mary's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Mary is dedicated to providing comprehensive and personalized financial advice to individuals and businesses, ensuring they achieve their financial goals and secure their financial future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States
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