Managed care plan advisor in DeLand, Florida

Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™ is a reputable finance institution located at 101 North Woodland Boulevard, DeLand, Florida, United States. With a team of experienced professionals led by Eric Nompleggi, who holds various certifications including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust in Edward Jones - Financial Advisor: Eric Nompleggi, CFP®|CEPA®|AAMS™|CRPC™ for expert financial advice and guidance.

At Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA®, located in DeLand, Florida, United States, clients can expect personalized and comprehensive financial planning services. Sean M Tamm, a Certified Financial Planner and Certified Private Wealth Advisor, offers expert advice and guidance to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Sean M Tamm can create a customized strategy tailored to your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean M Tamm, CFP®|CPWA® is committed to helping clients secure their financial future.

Lincoln Investment Planning is a reputable finance institution located at 1350 Holly Drive in DeLand, Florida, United States. Our experienced financial advisors are dedicated to helping you navigate the complexities of financial planning to achieve your goals. Whether you are looking to invest, save for retirement, or plan for the future, our team is here to provide personalized and flexible solutions tailored to your needs. Our office is affiliated with Capital Analysts and Lincoln Investment, Registered Investment Advisers, and we are a member of FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not provided by or supervised by Lincoln Investment or Capital Analysts. Visit us at our Fort Washington, PA office or search for us by name for the best results in financial planning.

Edward Jones - Financial Advisor: Eric C Chvisuk is a reputable finance institution located at 101 North Woodland Boulevard in DeLand, Florida, United States. As a trusted financial advisor, Eric C Chvisuk provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric C Chvisuk is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Mark LaFlamme - Financial Advisor at Ameriprise Financial Services, LLC, located at 120 South Woodland Boulevard in DeLand, Florida, offers a wide range of financial services. Mark LaFlamme holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications ensure that he has the expertise and knowledge to provide tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Mark LaFlamme is equipped to assist you. With a focus on ethics and professionalism, Mark LaFlamme is dedicated to helping clients achieve their financial goals. Contact him today for expert financial advice and guidance.

Merrill Lynch Financial Advisor Lisa Marie Ogram is a finance institution located at 230 North Woodland Boulevard, DeLand, Florida, United States. At Merrill Lynch, managing your wealth begins with a deep understanding of your full financial picture. Lisa Marie Ogram can help create a flexible strategy tailored to your goals, provide access to investment insights from Merrill, and offer banking convenience and lending solutions from Bank of America. With a team of talented and experienced individuals, personalized wealth management strategies are developed to help you pursue your financial goals. The Merrill Personal Wealth Analysis™ can assist in building a personalized plan focused on your aspirations. The institution focuses on building strong client relationships based on trust and personalized service. By getting to know you personally, Lisa Marie Ogram can design and implement a personalized plan to help you and your family pursue financial goals while managing investment risk. The institution offers a variety of financial services and resources to help you achieve your goals and stay on track. With a focus on understanding your priorities and financial situation, Lisa Marie Ogram works with you to create a financial approach that reflects your personality and unique needs. Let's work together to help you live your best financial life.

Jackson Hewitt Tax Service is a finance institution located at 1699 North Woodland Boulevard in DeLand, Florida, United States. Our Tax Pros are ready to help you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our Tax Pros take care of the rest, including a quick call to review your final return and convenient e-signing. Our professionals speak both English and Spanish, catering to Hispanic clients. Located inside Walmart, you can get your taxes done while you shop, with a guaranteed biggest refund. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, book an appointment online or call (386) 258-3278. Trust Jackson Hewitt at this location for expert tax preparation services in both English and Spanish. Remember, when every dollar matters, it matters who does your taxes™.

Tom Robertson, CFP PPC | Robertson Advisory Inc is a finance institution located at 505 East New York Avenue, DeLand, Florida, United States. Tom Robertson is a CERTIFIED FINANCIAL PLANNER™ Professional and a Professional Plan Consultant™, offering financial planning services as an Investment Advisor Representative of Robertson Advisory Inc, a Registered Investment Advisor of the State of Florida. Additionally, Tom offers securities as a Registered Representative and advisory services as an Investment Advisor Representative of LPL Financial, a Registered Investment Advisor. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning is offered through Robertson Advisory Inc, a registered investment advisor and separate entity. The LPL Financial registered representative associated with this website may only conduct business with residents of the states in which he is properly registered or licensed. Investment advisory services may only be offered through this website to residents of Florida. Robertson Advisory does not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, or gender expression. All are welcome at this institution.

Thomas Fleishel is a highly regarded Certified Financial Planner at Raymond James in DeLand, Florida. With a commitment to providing personalized financial advice and solutions, Thomas helps clients navigate the complexities of wealth management and investment planning. Located at 812 North Woodland Boulevard, Thomas Fleishel's office is a trusted resource for individuals and families looking to secure their financial future. Whether you are seeking retirement planning, estate planning, or investment management services, Thomas Fleishel and his team are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial security.

Raymond James Financial Services is a finance institution located at 211 East Rich Avenue in DeLand, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and personalized wealth management solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and exceptional customer service to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Oxford Advisory Group, located at 100 East New York Avenue in DeLand, Florida, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security. The institution is recognized by various media outlets for their financial services and insights. They offer resources to help individuals navigate through the complexities of tax and income, empowering them to preserve more of their wealth. Oxford Advisory Group also helps individuals and families achieve their ideal retirements and is a proud member of AdventHealth Foundation Central Florida’s Professional Advisory Network, collaborating with AdventHealth to ensure charitable needs are met. Please note that the information provided on the Oxford Advisory Group website is general in nature and for informational purposes only. It is not intended as investment advice or a recommendation to purchase or sell any specific security. Past performance is not a guarantee of future results. Individuals are advised to consult with their own tax or legal advisers before entering into any advisory contract. Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. The UCF Knights and The UCF Athletics are not affiliated with or endorsing Oxford Wealth Group LLC. Oxford Advisory Group is a member of the Forbes Finance Council.

Jim Huster - Morgan Stanley is a reputable finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment management, wealth planning, and retirement solutions. Their team of experienced professionals 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, Jim Huster - Morgan Stanley is committed to providing personalized and comprehensive financial solutions tailored to your specific needs.

Lane Financial Strategies is a leading finance institution located at 838 East New York Avenue in DeLand, Florida. With a dedicated team of financial experts, we provide personalized strategies and solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure a loan, our experienced professionals are here to guide you every step of the way. At Lane Financial Strategies, we are committed to helping you make sound financial decisions and build a secure financial future. Contact us today to schedule a consultation.

Sidney Taylor - Morgan Stanley is a finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. As a branch of the renowned Morgan Stanley financial services firm, Sidney Taylor offers a wide range of financial services and investment opportunities to individuals and businesses in the DeLand area. With a team of experienced financial advisors and experts, Sidney Taylor - Morgan Stanley 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 invest in the stock market, Sidney Taylor - Morgan Stanley is committed to providing personalized financial solutions tailored to your specific needs and objectives.