Long term care financial planning in Tallahassee, FL
22 results found
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Randall Rust - Prudential Financial
● OpenRandall Rust - Prudential Financial is a reputable finance and insurance agency located at 3301 Thomasville Road in Tallahassee, Florida, United States. With a strong commitment to providing top-notch financial services and insurance solutions, this institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Randall Rust - Prudential Financial are here to assist you every step of the way. Trustworthy, reliable, and customer-focused, this institution is a trusted partner for all your financial needs.
3301 Thomasville Rd, Tallahassee, FL 32308, United States -
American Heritage Financial
● OpenAmerican Heritage Financial is a finance institution located at 1560 Capital Circle Northwest in Tallahassee, Florida, United States. Our team of dedicated agents provides unbiased guidance to help you achieve your financial goals, whether you are just starting out in your career or planning for retirement. We take the time to understand your unique situation and develop a personalized strategy to help you succeed financially. Our mission is to lead you to financial independence by mapping out a unique route to your ideal retirement, much like a GPS guides you to your dream vacation spot. We offer a range of services, including retirement income analysis, addressing your concerns about retirement, and helping you plan for long-term care needs.
1560 Capital Cir NW STE 14, Tallahassee, FL 32303, United States -
Dougherty Financial Planning, LLC
● ClosedDougherty Financial Planning, LLC is a finance institution located at 2457 Care Drive in Tallahassee, Florida. As a "fee only" advisor, we prioritize client needs and risk tolerances over commissions. Our team utilizes statistical and fundamental analysis to manage client assets, representing a wide range of clients including everyday working people, local business owners, and high net worth individuals. We use econometric models to analyze market conditions and develop investment strategies, combining intrinsic value, dividends, income, and hedges based on your risk tolerance and demographics. Our proprietary 20 variable statistical model, along with traditional and complex analyses, helps us determine the relative value of both "value" and "growth" stocks. Edward W. Dougherty III, Principal and Investment Advisor Representative, leads our team in providing personalized financial planning services. Visit our website or contact us for more information about our services and how we can assist you with your financial goals.
2457 Care Dr Suite 102, Tallahassee, FL 32308, United States -
Jenny T Nash - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJenny T Nash is a Financial Advisor at Ameriprise Financial Services, LLC located on Timberlane Road in Tallahassee, Florida. Jenny holds several 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®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, and investment strategies. Jenny specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jenny is dedicated to helping clients achieve their financial goals.
1382 A, Timberlane Rd, Tallahassee, FL 32312, United States -
Jackson Gardner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJackson Gardner is a financial advisor at Ameriprise Financial Services, LLC located at 1953 Thomasville Road in Tallahassee, Florida, United States. He 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®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Jackson Gardner is dedicated to providing comprehensive financial advice and guidance to individuals and businesses, helping them achieve their financial goals.
1953 Thomasville Rd, Tallahassee, FL 32303, United States -
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenThomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution offers a range of certifications and designations for professionals in the finance industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. The professionals at Thomas Harbour are dedicated to providing expert advice and guidance to help clients achieve their financial goals.
1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308, United States -
Merrill Lynch Financial Advisor Clinton Alexander
● OpenMerrill Lynch Financial Advisor Clinton Alexander is located at 1276 Metropolitan Boulevard, Tallahassee, Florida, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service based on trust and personalized service. The institution offers a range of services, including wealth management, financial planning, and investment advice. The team at Merrill Lynch focuses on helping clients achieve their personal financial goals, such as funding education, planning for retirement, and managing potential health care costs. By getting to know each client individually, the advisors can create a customized financial strategy that reflects their investment personality and life priorities. The institution also offers tools such as the Investment Personality Assessment to help clients refine their investing preferences. With a focus on understanding each client's goals and priorities, Merrill Lynch Financial Advisor Clinton Alexander aims to help clients navigate the financial landscape and achieve their objectives.
1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312, United States -
Bankers Life
● OpenBankers Life, located at 1500 Mahan Drive in Tallahassee, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones about planning for the future.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Angel Black, Bankers Life Agent
● OpenAngel Black, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Medicare Advantage plans to find the coverage that best suits your needs. As the need for long-term care planning becomes increasingly important, our agents are here to guide you through the process and help you prepare for the future.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Michelle Dolce, Bankers Life Agent
● OpenMichelle Dolce, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a dedicated Bankers Life agent, Michelle Dolce provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Michelle Dolce offers expert guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking to secure your loved ones' future or plan for your own retirement, Michelle Dolce, Bankers Life Agent is committed to providing exceptional service and tailored insurance solutions to meet your specific goals and needs.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Keandre Leaks, Bankers Life Agent
● OpenKeandre Leaks, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a Bankers Life Agent, Keandre Leaks specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Keandre Leaks is committed to helping clients find the right insurance coverage to meet their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Keandre Leaks, Bankers Life Agent is dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
WoodmenLife
● OpenWoodmenLife is an insurance agency located at 3051 Highland Oaks Terrace in Tallahassee, Florida, United States. With a focus on providing financial security and peace of mind to its members, WoodmenLife offers a range of insurance products and services tailored to meet the needs of individuals and families. With a long history of serving the community, WoodmenLife is committed to helping its members plan for the future and protect what matters most.
3051 Highland Oaks Terrace #2, Tallahassee, FL 32301, United States -
Alexandria Moore, Bankers Life Agent
● OpenAlexandria Moore, Bankers Life Agent is a trusted insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. Specializing in providing personalized insurance solutions, Alexandria Moore is dedicated to helping clients protect their financial futures. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, Alexandria Moore is committed to providing expert guidance and exceptional customer service. Contact Alexandria Moore, Bankers Life Agent today to discuss your insurance needs and start securing your financial well-being.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Tonisha Scott, Bankers Life Agent
● OpenTonisha Scott, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a representative of Bankers Life, Tonisha Scott provides a wide range of insurance products and services to help individuals protect their financial future. With a commitment to personalized service and a deep understanding of the insurance industry, Tonisha Scott is dedicated to helping clients find the right coverage to meet their needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Tonisha Scott, Bankers Life Agent is here to help you navigate the complex world of insurance and secure your financial well-being.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Justin Calcagino, Bankers Life Agent
● OpenJustin Calcagino, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a dedicated Bankers Life agent, Justin Calcagino provides expert guidance and personalized insurance solutions to help clients protect their financial future. With a focus on integrity and professionalism, Justin Calcagino helps individuals and families navigate the complexities of insurance coverage, offering peace of mind and security. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Justin Calcagino is committed to providing top-notch service and support to meet your needs. Contact Justin Calcagino, Bankers Life Agent today to learn more about how they can help you safeguard your assets and achieve your financial goals.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Christopher Beckley, Bankers Life Agent
● OpenChristopher Beckley, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a trusted Bankers Life Agent, Christopher Beckley provides personalized insurance solutions to help individuals and families protect their financial future. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Christopher Beckley is dedicated to helping clients find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Christopher Beckley, Bankers Life Agent is here to help you navigate the complex world of insurance and secure your financial well-being.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Cashaada Gilbert, Bankers Life Agent
● OpenCashaada Gilbert, Bankers Life Agent is a reputable insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. Specializing in providing personalized insurance solutions, Cashaada Gilbert is committed to helping clients protect their financial futures. With a focus on integrity and customer service, this agency offers a wide range of insurance products to meet the unique needs of each individual. Whether you are looking for life insurance, retirement planning, long-term care coverage, or annuities, Cashaada Gilbert, Bankers Life Agent is dedicated to helping you secure your financial well-being. Contact them today to discuss your insurance needs and start planning for a secure future.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Latonya Sconyers, Bankers Life Agent
● OpenLatonya Sconyers, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a representative of Bankers Life, Latonya Sconyers offers a range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Latonya Sconyers is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Latonya Sconyers can help you find the right policy to fit your needs. Contact Latonya Sconyers, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure your financial well-being.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Daniqua Malone, Bankers Life Agent
● OpenDaniqua Malone, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a representative of Bankers Life, Daniqua Malone provides personalized insurance solutions to help individuals and families protect their financial futures. With a focus on customer service and expertise in a variety of insurance products, Daniqua Malone is dedicated to helping clients navigate the complexities of insurance planning. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial products, Daniqua Malone, Bankers Life Agent is committed to providing you with the guidance and support you need to make informed decisions about your insurance needs.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Edward Bolden, Bankers Life Agent
● OpenEdward Bolden, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. As the need for long-term care becomes increasingly important, we are here to help you plan for the future and have discussions with your loved ones.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Hunter Adams, Bankers Life Agent
● OpenHunter Adams, Bankers Life Agent is a reputable insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a trusted provider of insurance solutions, Hunter Adams offers a wide range of products to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, or retirement planning services, their team of experienced agents is dedicated to helping you find the right coverage for your unique situation. With a commitment to excellent customer service and a strong reputation for reliability, Hunter Adams, Bankers Life Agent is the go-to destination for all your insurance needs in Tallahassee.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States -
Tammy Hodges, Bankers Life Agent
● OpenTammy Hodges, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a Bankers Life agent, Tammy Hodges specializes in providing a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, Tammy Hodges is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Tammy Hodges, Bankers Life Agent is here to help you navigate the complex world of insurance and secure your financial well-being.
1500 Mahan Dr Ste 150, Tallahassee, FL 32308, United States
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