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TOP 30 Military financial services in Florida
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USF - University of South Florida | Office of Financial Aid
The USF - University of South Florida Office of Financial Aid is dedicated to assisting students in navigating the financial aspects of their education. Located at 4202 East Fowler Avenue in Tampa, Florida, this institution provides resources and support to help students secure financial aid, scholarships, and other funding opportunities to make their educational goals a reality. Whether you are a current student or a prospective student, the Office of Financial Aid is here to help you achieve your academic ambitions without the burden of financial stress.
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas 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.
USFSP Military and Veterans Success Center
The USFSP Military and Veterans Success Center is a dedicated resource center located in St. Petersburg, Florida, United States. This institution provides support and assistance to military service members, veterans, and their families as they navigate their educational journey. From academic advising to financial aid guidance, the center offers a range of services to ensure the success of those who have served our country. Whether transitioning from active duty to civilian life or seeking to further their education, the USFSP Military and Veterans Success Center is committed to helping these individuals achieve their academic and career goals.
Derival Financial Kingdom
Derival Financial Kingdom is a comprehensive financial institution located at 7459 South Military Trail in Lake Worth Beach, Florida. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, investment management, health insurance coverage, or risk management, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Trust Derival Financial Kingdom to be your partner in financial success.
Apple Insurance and Financial Services
Apple Insurance and Financial Services is a reputable insurance agency located in Boca Raton, Florida. Our dedicated team of professionals provides a wide range of insurance and financial services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Additionally, our financial services can help you plan for a secure future. Visit us at 3010 North Military Trail to learn more about how we can assist you with your insurance and financial needs.
aquin financial services llc
Aquin Financial Services LLC is a reputable insurance agency located at 7136 South Military Trail, Lake Worth Beach, Florida, United States. They offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. With a team of experienced professionals, Aquin Financial Services LLC is dedicated to providing personalized and quality insurance solutions to their clients. Whether you are looking for auto, home, life, or business insurance, you can trust Aquin Financial Services LLC to help you find the right coverage at the best price. Contact them today to learn more about their offerings and how they can help protect what matters most to you.
Tidemark Financial Services & Insurance
Tidemark Financial Services & Insurance is a finance and insurance agency located at 11065 Gatewood Drive in Bradenton, Florida, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics from asset management to estate planning, retirement planning, and specialized areas like military financial advising and long-term care planning. The institution is dedicated to providing comprehensive and specialized training for financial professionals to better serve their clients' needs.
Ellis Rodriguez: Primerica - Financial Services
Ellis Rodriguez: Primerica - Financial Services is a reputable finance and insurance agency located at 9121 North Military Trail in Palm Beach Gardens, Florida. With a focus on providing top-notch financial services, our team is dedicated to helping individuals and families achieve their financial goals. Whether you're looking for investment advice, retirement planning, or insurance solutions, our experienced professionals are here to assist you every step of the way. Trust Ellis Rodriguez: Primerica - Financial Services to provide you with personalized and comprehensive financial guidance tailored to your specific needs.
Fastest Services
Fastest Services is a leading financial institution located at 1271 South Military Trail in West Palm Beach, Florida. With a reputation for providing swift and efficient services, our team of experienced professionals is dedicated to meeting your financial needs quickly and accurately. Whether you require assistance with loans, investments, or other financial matters, we are committed to delivering the fastest and most reliable services to help you achieve your financial goals. Visit us today to experience the speed and efficiency of Fastest Services.
Bravo Tax Services LLC
Bravo Tax Services LLC is a reputable accounting and finance institution located at 1738 North Military Trail in West Palm Beach, Florida, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring compliance with all relevant laws and regulations. Whether you need assistance with tax preparation, planning, or filing, Bravo Tax Services LLC is dedicated to helping you navigate the complexities of the tax system with ease and efficiency. Trustworthy, reliable, and customer-focused, they are committed to providing top-notch financial services to meet your specific needs.
Bay Area Legal Services
Bay Area Legal Services is a non-profit organization located at 7340 Little Road in New Port Richey, Florida, dedicated to providing legal assistance to low-income individuals and families in the Tampa Bay area. Our team of experienced attorneys and volunteers work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. We specialize in a variety of legal areas, including family law, housing issues, consumer rights, and more. Our Low-Income Taxpayer Clinics have helped secure over $6.7 million in refunds for low-income taxpayers nationwide, while our work with survivors of Military Sexual Trauma (MST) has brought much-needed support to those who have suffered.
Winged Wealth Management and Financial Planning LLC
Winged Wealth Management and Financial Planning LLC is a finance institution located at 4203 Cougar Circle in Niceville, Florida, United States. Specializing in comprehensive financial planning for military personnel, veterans, and their families, Winged Wealth helps busy families define and achieve their financial goals. The institution offers expertise in utilizing '529' plans as wealth transfer tools and provides tailored financial planning services for members of the military. With a focus on serving the military and veteran communities, Winged Wealth aims to help clients navigate the complexities of financial planning with confidence. As a registered investment advisor in Florida and Texas, Winged Wealth is committed to providing personalized investment advice while adhering to jurisdiction requirements. Disclaimer: All information provided on this website is for informational purposes only, and individuals are advised to consult with a financial advisor, accountant, or legal counsel before making any financial decisions.
First Command Financial Planning
First Command Financial Planning is a finance institution located in Altamonte Springs, Florida, United States. Specializing in providing financial advice to military personnel, veterans, and their families, First Command is dedicated to helping clients become financially disciplined and confident from the beginning of their military careers to retirement and beyond. They offer resources for military families facing Permanent Change of Station moves and are recognized as a Military Friendly® Brand. First Command also supports various causes important to military families and partners with organizations that contribute to their well-being. Securities offered by First Command are not FDIC insured and may lose value, and the institution is not affiliated with federal employee benefit programs or the U.S. government. In the United Kingdom, investment and insurance products are offered through First Command Europe Ltd, a subsidiary of First Command Financial Services, Inc. The First Command Educational Foundation is a separate charity not affiliated with First Command Financial Services, Inc. Sentient Decision Science compiled the Financial Behaviors Index® for First Command, providing expertise in behavioral science and consumer psychology within the financial services industry.
Harris Financial Coaching
Harris Financial Coaching, located at 11111 San Jose Boulevard in Jacksonville, Florida, is dedicated to helping individuals achieve their financial goals. Led by Annette Harris, an Accredited Financial Counselor and certified Financial Fitness Coach, the institution offers personalized guidance to help clients understand their financial situation, set goals, and create a plan for the future. As a military veteran, Annette understands the unique challenges that come with retirement, disability, and transitioning to civilian life. She works closely with clients to ensure they are prepared and equipped to make informed decisions about their financial future.
813 Financial
813 Financial is an independent financial services firm located at 400 North Ashley Drive in Tampa, Florida. Specializing in serving military service members, veterans, and federal employees, 813 Financial offers personalized financial planning tailored to each individual's unique situation. As a Navy veteran, the founder of 813 Financial understands the sacrifices made for the country and is dedicated to helping clients make the most of their benefits. With expertise in military and federal employee benefits, 813 Financial offers unbiased guidance to help clients reach their financial goals. Services include retirement planning, insurance needs, tax diversification strategies, and investment portfolio reviews. As an independent firm affiliated with Cambridge Investment Research, clients can trust that their best interests are always the top priority. The process at 813 Financial involves a thorough assessment of each client's financial outlook, identifying risks, setting tangible goals, and creating a customized plan for success. Ongoing monitoring and adjustments ensure that clients stay on track to achieve their financial goals with confidence. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. 813 Financial is dedicated to providing exceptional service to individuals residing in specific states, including AL, FL, GA, MN, MT, OK, and TX.
Boca Raton Wealth Consulting Group at UBS Financial Services Inc.
Boca Raton Wealth Consulting Group at UBS Financial Services Inc. is a leading finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust in our expertise and dedication to help you secure a prosperous financial future.
The Buetel Wealth Management Group - UBS Financial Services Inc.
The Buetel Wealth Management Group - UBS Financial Services Inc. is a finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. With a focus on wealth management, the institution offers a range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to help clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Buetel Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
The Gleeman Wealth Management Group - UBS Financial Services Inc.
The Gleeman Wealth Management Group at UBS Financial Services Inc. is a premier financial institution located in Boca Raton, Florida. With a focus on providing top-notch wealth management services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the individual needs of each client. Visit us at 1800 North Military Trail to learn more about how we can help you grow and protect your wealth.
TIAA Financial Services
TIAA Financial Services is a trusted institution located at 1800 North Military Trail in Boca Raton, Florida. As a leading bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, TIAA is dedicated to providing personalized solutions and expert advice to its clients. Whether you are looking to invest, save for the future, or protect your assets, TIAA Financial Services is here to help you every step of the way.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a prestigious finance institution located at 1801 North Military Trail in Boca Raton, Florida, United States. As one of the leading financial services firms in the world, Morgan Stanley provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of highly skilled and experienced financial advisors, Morgan Stanley is dedicated to providing personalized solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complexities of the financial world with confidence and success.
Adelson Group - Ameriprise Financial Services, LLC
Adelson Group - Ameriprise Financial Services, LLC is a prestigious finance institution located at 2700 North Military Trail in Boca Raton, Florida, United States. Recognized as one of the Forbes Best-in State Wealth Management Teams for 2024, we are dedicated to providing a personalized experience to help our clients achieve their financial goals. Our team of Ameriprise financial advisors offer expert advice tailored to individual needs, with a focus on building long-term relationships based on trust and integrity. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, we are here to help. Contact us for a complimentary initial consultation and find out how personalized advice can make a difference in your financial journey. Please note that Ameriprise financial advisors are registered to do business only in certain U.S. states, so be sure to check with your advisor for more details. We look forward to meeting with you and discussing what matters most to you. Remember, Ameriprise Financial Services, LLC cannot guarantee future financial results, but we are committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Thank you for considering Adelson Group for your financial needs.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading financial institution located at 1800 North Military Trail in Boca Raton, Florida, United States. Specializing in finance, UBS offers a wide range of financial services to individuals, businesses, and institutions. With a reputation for excellence and expertise in the financial industry, UBS is committed to providing clients with personalized solutions to help them achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.
First Command Financial Advisor - Fred Semasko
First Command Financial Advisor - Fred Semasko is a finance institution located at 319 John Sims Parkway, Niceville, Florida, United States. As a trusted financial advisor, Fred Semasko provides personalized financial planning services to help clients achieve their financial goals. The institution is affiliated with First Command Financial Services, Inc. and adheres to strict ethical standards. Testimonials from satisfied clients highlight the dedication and expertise of the advisors at First Command. Clients can trust in the professional guidance and support provided by Fred Semasko and the team at First Command for their financial planning needs.
Amanda Payne - Financial Advisor, Ameriprise Financial Services, LLC
Amanda Payne - Financial Advisor, Ameriprise Financial Services, LLC is located at 14557 Northwest US Highway 441, Alachua, Florida, United States. Amanda 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 her expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Amanda also specializes in serving military personnel and veterans through her Certified Military Financial Advisor® designation. With a commitment to ethical practices and ongoing education, Amanda provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3520 Northwest 43rd Street, Gainesville, Florida, United States. The institution offers a range of certifications and designations to its professionals, 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 cover a variety of financial planning and investment topics, ensuring that advisors at Trey W Clark are well-equipped to provide expert advice to their clients. Additionally, the institution offers specialized training for advisors working with military personnel. With a focus on ethics, professionalism, and expertise, Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and businesses achieve their financial goals.
William Faucher - Financial Advisor, Ameriprise Financial Services, LLC
William Faucher is a Financial Advisor at Ameriprise Financial Services, LLC located at 2611 Keystone Road in Tarpon Springs, Florida, United States. William 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 William's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, William is also trained to serve veterans and active duty military personnel. With a focus on ethical practices and comprehensive financial planning, William Faucher is dedicated to helping individuals achieve their financial goals.
Jennifer Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jennifer Miller is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 110 Myrtle Ridge Road in Lutz, Florida, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, 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®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Jennifer provides comprehensive financial services to individuals and small business owners. As a Certified Military Financial Advisor®, Jennifer also specializes in serving veterans and active duty military personnel. Contact Jennifer Miller for expert financial advice tailored to your unique needs and goals.
Sarah Payne - Financial Advisor, Ameriprise Financial Services, LLC
Sarah Payne - Financial Advisor, part of Ameriprise Financial Services, LLC, is located at 8112 Centralia Court in Leesburg, Florida, United States. Sarah Payne 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Sarah Payne is dedicated to providing expert financial advice and personalized services to help individuals achieve their financial goals.
Alec Thomas - Financial Advisor, Ameriprise Financial Services, LLC
Alec 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.
Raoul Schneider - Financial Advisor, Ameriprise Financial Services, LLC
Raoul Schneider - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7432 Monika Manor Drive, Tampa, Florida, United States. The institution offers a wide range of financial services and is certified in various areas 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®. The institution is dedicated to providing expert financial advice and planning to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial services such as long-term care planning and military financial advice. The team at Raoul Schneider - Financial Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest standards of professionalism and ethics in the financial industry.
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