TOP 30 Long term investment plans in Sunrise, Florida

18 results found

Luis Ugalde - Insurance Agent & Investment Adviser is a reputable finance and insurance agency located at 13789 Northwest 4th Street in Sunrise, Florida, United States. With years of experience in the industry, Luis Ugalde provides expert guidance and personalized solutions to meet the insurance and investment needs of individuals and businesses. Whether you are looking for comprehensive insurance coverage or seeking to grow your wealth through strategic investments, Luis Ugalde is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and secure your financial future.

Bankers Life, located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options from core products provided by 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 best coverage for their needs. With the rising costs of healthcare and the importance of long-term care planning, our agents are here to guide you through the process and ensure you are prepared for the future.

New York Life: Thomas Perla is an insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution helps pay for everyday tasks, replace lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They also provide guidance on creating an investment strategy, setting up an estate plan, and offer insurance options for employees, executives, and business owners. With a focus on charitable giving and community support, New York Life: Thomas Perla aims to make a difference at both local and national levels. Their Registered Representative & Insurance Agent, Perla Thomas, is dedicated to helping clients understand their options and achieve their financial goals. Whether you're looking for life insurance, long-term care insurance, or investment solutions, New York Life: Thomas Perla is committed to helping you protect your family's future and achieve financial security.

New York Life South Florida, located at 1300 Concord Terrace in Sunrise, Florida, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. They provide coverage for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with market potential. Additionally, they offer guidance on investment strategies, estate planning, and insurance options for employees, executives, and business owners. New York Life is committed to charitable giving and community support, and offers opportunities for personal and professional growth within a diverse and welcoming workplace. As a New York Life partner, individuals can become financial advisors with the support of a Fortune 100 company, allowing them to build their own practice and make a difference in people's lives. With access to industry-leading tools, training, and resources, New York Life offers flexibility and potential benefits for those looking to pursue a career in the financial industry.

Guy Shashaty - Primerica is a finance and insurance agency located in Sunrise, Florida. With a focus on providing financial services and insurance products to individuals and families, this institution is dedicated to helping clients achieve their financial goals and protect their assets. With a convenient location at 13798 Northwest 4th Street, clients can easily access the expertise and resources of Guy Shashaty - Primerica to secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the team at Guy Shashaty - Primerica is committed to providing personalized solutions to meet your needs.

New York Life: Weissbaum Alan is an insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, and guidance for creating an estate plan. They also offer insurance for employees, executives, and business owners, as well as charitable giving and financial support for bereavement, education, and local initiatives. The institution is led by Registered Representative & Insurance Agent Alan I. Weissbaum, who helps clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term strategies, they aim to protect families now and into the future. Their services range from life insurance to financial planning, helping clients navigate life's biggest moments and prepare for retirement. With a diverse and welcoming workplace, New York Life: Weissbaum Alan is recognized as an industry leader in providing financial security and peace of mind for their clients.

Kevaughn McCalla, Bankers Life Agent is an insurance agency located at 1000 Sawgrass Corporate Parkway in Sunrise, Florida, United States. Specializing in providing personalized insurance solutions, Kevaughn McCalla offers a range of products and services to meet the unique needs of each client. With a focus on building long-lasting relationships and providing exceptional customer service, Kevaughn McCalla is dedicated to helping individuals and families protect their financial future. Contact them today to learn more about their insurance offerings and how they can help you secure peace of mind.

Vintage Financial Services LLC is a finance institution located at 1975 East Sunrise Boulevard in Fort Lauderdale, Florida. Specializing in providing a range of financial services, Vintage Financial Services LLC offers personalized investment strategies, retirement planning, wealth management, and more. With a team of experienced financial advisors, Vintage Financial Services LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Vintage Financial Services LLC is here to provide expert guidance and support.

Wealth Core Financial is a leading financial institution located at 803 Shotgun Road in Sunrise, Florida, United States. Specializing in finance, our team of experts is dedicated to providing personalized financial solutions to help clients achieve their wealth management goals. From investment advising to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual. With a commitment to excellence and a focus on building long-term relationships, Wealth Core Financial is the trusted partner for all your financial needs.

Raymond James Financial Services is a leading finance institution located at 1580 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to clients. Whether you are looking for retirement planning, portfolio management, or investment advice, Raymond James Financial Services has the expertise and resources to help you achieve your financial goals. Trust in Raymond James to provide you with personalized and professional financial guidance.

W FINANCIAL, LLC is a finance and insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. At our institution, we strive to help individuals understand the connection between their day-to-day finances and emotions to take control of their financial situation. We offer interesting calculators and videos on our website to assist you in managing your finances effectively. Budgeting doesn't have to be intimidating - we provide simple tips and tricks to help even beginners get started. Whether you're considering merging your finances after marriage or navigating the financial aspects of divorce, our experienced agent, Steven Weinkle, can guide you through the process.

Cetera Investors is a finance institution located at 13450 West Sunrise Boulevard in Sunrise, Florida, United States. Our team of financial professionals are independent, allowing them to provide personalized guidance and recommendations based on your unique goals. Whether you are planning for retirement or looking to invest tax-smart, we are here to help you navigate the path to financial success. With years of experience serving the community, we are dedicated to helping you achieve a stronger financial future. Our partnership with you is built on trust, clarity, and transparency, as we work together towards greater financial well-being. Contact us today to learn more about how we can help you plan for a brighter tomorrow.

Eulette Edwards, Financial Professional - New York Life is a finance and insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution provides expert guidance on creating investment strategies, planning for future financial needs, and setting up estate plans to protect legacies. They also offer insurance options for employees, executives, business owners, and small businesses, as well as charitable giving and financial support for bereavement, education, and workplace initiatives. Eulette Edwards, a Registered Representative & Insurance Agent, is dedicated to helping clients understand their financial options and achieve their goals through personalized approaches tailored to their unique needs and circumstances. The institution aims to provide peace of mind and financial security for clients and their families, helping them navigate life's journey with confidence and support.

Edward Jones - Financial Advisor: Jonathan Willingham is a reputable finance institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida. Jonathan Willingham is a knowledgeable and experienced financial advisor who provides personalized investment and wealth management services to help individuals reach their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with Jonathan's guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan Willingham is committed to helping you achieve financial success.

Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is a renowned financial institution located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals led by William F Biddle, who holds certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers top-notch financial advisory services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial plan, Edward Jones - Financial Advisor: William F Biddle, CFP®|ChFC®|AAMS™|CRPC™ is committed to providing personalized solutions tailored to meet your individual needs. Trust in their expertise and experience to secure your financial future.

Kasey Robbins, Financial Professional at New York Life, located in Sunrise, Florida, offers a range of financial and insurance services. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, managing investments with market potential, and creating education and retirement savings plans. They also offer insurance options for businesses and employees. Kasey Robbins is dedicated to helping clients understand their financial needs and goals, providing personalized strategies for long-term financial security. With a focus on giving back to the community and charitable initiatives, Kasey Robbins and New York Life aim to support clients through all stages of life.

Evolve Financial Services is a leading accounting and finance institution located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management, tax planning, and investment strategies. Whether you are looking for assistance with budgeting, bookkeeping, or retirement planning, we are here to provide personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you evolve your financial future.

Welcome to Total Realty Services, Inc., your premier real estate agency located at 13030 Gulf Lane, Madeira Beach, Florida. Specializing in condo-hotels and seasonal investment properties, we are passionate about selling real estate in the Sunshine State and are experts in the buying and selling of condos across our beautiful Gulf Beaches. Our website is a comprehensive resource for both buyers and sellers, featuring the best real estate tools available. It is easy to use and updated every 15 minutes by the official Realtor®’s database. You can save searches, receive daily email alerts of new listings, price changes, sold data, and market reports, and even use our Interactive Map Search to view properties on a map or refine your search by drawing boundaries around your desired area. Bookmark our page for your home, condo, and investment property searches—it’s the only site you’ll ever need!