Long term investing in Marco Island, FL
12 results found
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 928 North Collier Boulevard in Marco Island, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on delivering exceptional customer service and expert financial advice, Morgan Stanley Financial Advisors is committed to providing clients with the tools and resources they need to make informed decisions about their financial future. Contact us today to learn more about how we can help you reach your financial goals.
928 N Collier Blvd 3rd Fl, Marco Island, FL 34145, United States -
Vincent Magee - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVincent Magee - Financial Advisor, located at 914 Park Avenue in Marco Island, Florida, is part of Ameriprise Financial Services, LLC. Vincent Magee provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. For those interested in learning more or scheduling a complimentary initial consultation, Vincent Magee offers insights on stock market trends and financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services with potential risks and rewards. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.
914 Park Ave Ste B, Marco Island, FL 34145, United States -
Edward Jones - Financial Advisor: Kevin O'Fee
● ClosedEdward Jones - Financial Advisor: Kevin O'Fee is a reputable financial institution located at 1857 San Marco Road in Marco Island, Florida, United States. Kevin O'Fee is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and financial planning. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Kevin O'Fee is committed to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Kevin O'Fee and his team are here to provide expert guidance and support every step of the way.
1857 San Marco Rd # C-205, Marco Island, FL 34145, United States -
Fifth Third Preferred - Austin Elliott
● ClosedFifth Third Preferred - Austin Elliott is a prestigious financial institution located at 650 West Elkcam Circle in Marco Island, Florida. Specializing in personalized financial services, Fifth Third Preferred offers top-notch banking solutions to meet the unique needs of its clients. With a team of experienced professionals led by Austin Elliott, customers can expect expert advice and tailored financial strategies to help them achieve their goals. Whether you're looking for investment opportunities, retirement planning, or wealth management, Fifth Third Preferred is committed to providing exceptional service and guidance. Visit us today to experience the difference that personalized finance can make in your life.
650 W Elkcam Cir, Marco Island, FL 34145, United States -
Terrence McCreanor - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTerrence McCreanor is a Financial Advisor at Ameriprise Financial Services, LLC located at 914 Park Avenue in Marco Island, Florida, United States. Terrence 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Terrence is dedicated to providing comprehensive financial planning and investment advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and real-world application of financial concepts, Terrence is committed to helping clients achieve their financial goals and secure their future.
914 Park Ave Ste B, Marco Island, FL 34145, United States -
Brad Bersh - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrad Bersh - Financial Advisor, Ameriprise Financial Services, LLC is located at 914 Park Avenue in Marco Island, Florida, United States. Brad Bersh holds various certifications and designations 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®. Brad Bersh specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Brad Bersh is dedicated to helping clients achieve their financial goals and navigate complex financial situations.
914 Park Ave Ste B, Marco Island, FL 34145, United States -
Woodruff Real Estate & Property Management Naples Florida
● ClosedWoodruff Real Estate & Property Management in Naples, Florida is your go-to agency for all your property management needs. Our dedicated team takes personal pride in managing both long and short-term residential and rental investments. Serving Naples, Collier, Lee, and Miami-Dade counties, our licensed brokers and property managers are ready to assist you in NAPLES, NORTH NAPLES, EAST NAPLES, ESTERO, SAN CARLOS PARK, BONITA SPRINGS, MARCO ISLAND, FORT MYERS, FORT MYERS BEACH, as well as in MIAMI, HIALEAH, FORT LAUDERDALE, PEMBROKE PINES, HOLLYWOOD, POMPANO BEACH, WEST PALM BEACH, MIAMI BEACH, BOCA RATON, KENDALL, BOYNTON BEACH, HOMESTEAD, DELRAY BEACH, CUTLER BAY, JUPITER, DORAL, and CORAL GABLES. Whether you need full-service property management, landlord leasing service, home finder service, or help selling a home, Woodruff Real Estate & Property Management is here to assist you. Contact us at (239) 571 8176 or info@woodruffpropertymgmt.com for more information.
557 104th Ave N, Naples, FL 34108, United States -
Lutgert Insurance
● ClosedWelcome to Lutgert Insurance, your trusted insurance agency located at 740 North Collier Boulevard, Marco Island, Florida. As a proud member of the Gallagher family, we have been delivering world-class insurance solutions since 1927. At Lutgert Insurance, we understand that every business has unique needs, which is why we offer tailored and comprehensive insurance solutions designed to protect your assets and reduce your total cost of risk. Our team is dedicated to developing effective risk management strategies that safeguard your people and your business. We believe in a strategic approach to organizational wellbeing, investing in your team's health, financial security, and career growth, aligning with your long-term goals.
740 North Collier Boulevard, Marco Island, Florida 34145, United States -
*Tim White* - Your Luxury Pool Home REALTOR: Estero & Bonita Springs, Florida
● ClosedWelcome to Tim White - Your Luxury Pool Home REALTOR, serving the beautiful areas of Estero and Bonita Springs, Florida! Located at 3409 Pelican Landing Parkway, Bonita Springs, our real estate agency is dedicated to providing exceptional service and expertise in the luxury pool home market. Our easy-to-use website offers the best real estate search for homes, condos, land, and foreclosure properties across Florida and Puerto Rico, updated every 5 minutes by the official Realtor®’s database. Whether you're just browsing or ready to make your next move, explore our extensive property listings, local resources, and market insights. By creating a complimentary account, you can unlock exclusive search features, save searches, and receive daily email alerts for new listings, price changes, sold data, and custom local market reports.
3409 Pelican Landing Parkway, Bonita Springs, Florida 34134, United States -
Carla Masse | Sunrizon Realty
● OpenWelcome to Carla Masse | Sunrizon Realty, your trusted partner in the vibrant real estate market of Southwest Florida. Located at 3757 Tamiami Trail North, Naples, Florida, our agency specializes in helping clients navigate the dynamic housing landscape, whether you're buying or selling a home. With a proven track record and deep knowledge of the local community, our team, led by the exceptional Carla Masse, is dedicated to delivering seamless and successful real estate experiences. Clients commend Carla and her team for their professionalism, efficiency, and personalized service, which ensure that every transaction is smooth and stress-free.
3757 Tamiami Trail North, Naples, Florida 34103, United States -
The Real Estate Agency
● ClosedWelcome to The Real Estate Agency, your premier destination for finding luxury homes in the breathtaking city of Naples, Florida. Located at 700 11th Street South, Naples, Florida 34102, our agency is dedicated to helping you discover your own slice of paradise in one of the most desirable locations in the United States. Nestled along the stunning Gulf Coast, Naples is renowned for its pristine white sand beaches, award-winning golf courses, and unforgettable water activities. Whether you are captivated by the vibrant sunsets or the charming local culture, life in Naples truly is life in paradise.
700 11th Street South, Naples, Florida 34102, United States -
SUNRIZON REALTY
● ClosedWelcome to SUNRIZON REALTY, your trusted real estate agency located at 1721 San Marco Road, Marco Island, Florida. At SUNRIZON REALTY, we pride ourselves on delivering exceptional service and expertise to our clients, whether you're buying, selling, or investing in property. Our team, led by the renowned Carla and Kara, is dedicated to ensuring a seamless and successful real estate experience. With extensive knowledge of the Marco Island and Naples markets, we cater to your specific needs, guiding you through every step of the process with professionalism and care.
1721 San Marco Road, Marco Island, Florida 34145, United States
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