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TOP 30 Money management advice in Florida
174 results found
A convenient service for searching for businesses, places and services
Juan Calix - State Farm Insurance Agent
Juan Calix - State Farm Insurance Agent is an insurance agency located at 600 East Altamonte Drive in Altamonte Springs, Florida, United States. Conveniently situated just two blocks from the Altamonte Mall and in front of AdventHealth Hospital Altamonte Springs, our agency is dedicated to helping you save money for your future financial goals. We offer a range of insurance services including Auto Insurance, Homeowner's insurance, Renter's insurance, Life insurance, and Business/Commercial Insurance throughout the Altamonte Springs and Central Florida Area. Our mission is to establish a personal relationship with you, helping you understand the risks you face every day. Whether you need advice on marriage, rural road driving safety, or financial planning, our team is ready to assist you and your family. Please note that for your protection, we advise against including sensitive personal information on our website.
Alliance Insurance
Alliance Insurance, located at 1734 Kingsley Avenue in Orange Park, Florida, is a top-rated health and insurance agency serving clients in the United States. With a team of knowledgeable and helpful agents, Alliance Insurance is dedicated to finding the best insurance plans for their customers at affordable rates. Customers have praised Alliance Insurance for their excellent service and substantial savings on various insurance policies. Whether it's auto insurance, home insurance, flood insurance, workers comp, general liability, group health, or commercial auto insurance, Alliance Insurance has helped clients save hundreds of dollars each year.
Rick Fowler - State Farm Insurance Agent
Rick Fowler - State Farm Insurance Agent is an insurance agency located at 2700 Corrine Drive in Orlando, Florida. Just 2 blocks east of Leu Gardens, you'll find us on the right after passing Bumby. At our agency, we offer tips on improving fuel efficiency, smart home monitoring, and DIY auto maintenance to help you save money and protect your assets. We prioritize your security and privacy, so please refrain from sharing sensitive personal information online.
Lakitsia Gaines - State Farm Insurance Agent
Lakitsia Gaines - State Farm Insurance Agent is a trusted insurance agency located at 1920 East Hallandale Beach Boulevard, Hallandale Beach, Florida, United States. With over 20 years of State Farm experience, we specialize in Auto Insurance, Home Insurance, Life Insurance, and Small Business Insurance. Our team is dedicated to helping you protect your loved ones and assets, while also giving back to the community by raising money for underprivileged college students. We provide valuable information on topics such as drunk driving, house hunting, and identity theft to help you make informed decisions. Contact us for all your insurance and financial service needs, and let us help you manage the risks of everyday life and achieve your dreams. Remember, for your protection, please refrain from sharing sensitive personal information.
Jeff Duval - State Farm Insurance Agent
Jeff Duval - State Farm Insurance Agent is an insurance agency located at 2709 Southwest 27th Avenue in Ocala, Florida, United States. With 9 years of prior State Farm claims experience and a Bachelor of Science in Marketing, Jeff Duval is dedicated to providing top-notch insurance services. As a State Farm agent since 2001, Jeff Duval is committed to helping clients navigate vehicle safety recalls, money market savings accounts, and rural road driving risks. For your protection, sensitive personal information should not be included in communications. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. State Farm VP Management Corp. is a separate entity that provides banking and insurance products, and investing involves risk. Please consult a tax or legal advisor for personalized advice. If you are using a screen reader and experiencing difficulties with the website, please call (352) 237-5499 for assistance.
Nilda M Cintron: Primerica - Financial Services
Nilda M Cintron: Primerica - Financial Services is a reputable finance and insurance agency located in Land O' Lakes, Florida, United States. With a commitment to helping individuals and families achieve financial security and success, they offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their experienced team of professionals is dedicated to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Trust Nilda M Cintron: Primerica - Financial Services to help you build a solid financial foundation for a secure future.
Farmers Insurance - Tanya Rodriques
Farmers Insurance - Tanya Rodriques is an insurance agency located at 2660 West State Road 434 in Longwood, Florida, United States. As a local Farmers® agent in Central Florida, Tanya Rodriques helps customers identify the insurance coverage that best fits their needs. They offer a range of insurance options including auto, home, renters, business, life, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage in the event of disasters such as fires or other covered causes of loss. Clients can also benefit from multi-line insurance discounts to save money on their policies. Tanya Rodriques can help clients navigate the complexities of selecting the right insurance coverage for their unique situation. Contact Farmers Insurance - Tanya Rodriques today to discuss your insurance needs and create a plan to protect what matters most to you.
Fraga Financial Group
Fraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.
Mark Swain - State Farm Insurance Agent
Mark Swain - State Farm Insurance Agent is an insurance agency located at 5283 Office Park Boulevard in Bradenton, Florida, United States. They offer a range of insurance products and services to help protect your home, auto, and more. With a focus on home maintenance, budgeting tips, and DIY auto repair, they strive to help their clients save money and protect their assets. They also provide information on investment options and pet insurance. For more information, visit their website or contact them at (941) 739-0055. Please note that State Farm VP Management Corp. is a separate entity providing banking and insurance products, and neither State Farm nor its agents provide tax or legal advice.
Matthew Wessel - State Farm Insurance Agent
Matthew Wessel - State Farm Insurance Agent is located at 14653 Southwest 42nd Street in Miami, Florida. This insurance agency offers a range of services to help individuals protect their most valuable assets, including automobiles, homes, lives, and more. With over 14 years of experience, the team at Matthew Wessel State Farm is dedicated to providing personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, homeowners, life, condo, motorcycle, boat, jet ski, or commercial vehicle insurance, the experienced professionals at Matthew Wessel State Farm can help. They also offer valuable tips and advice on money management, budgeting, and safe driving practices, particularly in rural areas.
David Padilla - State Farm Insurance Agent
David Padilla - State Farm Insurance Agent is an insurance agency located at 8301 Cypress Plaza Drive in Jacksonville, Florida, United States. Our dedicated team of insurance professionals is committed to helping you save money and make educated decisions about your insurance coverage. With years of experience in the industry, we have the expertise needed to guide you through the complex world of insurance, ensuring you have the right coverage at the right price. We pride ourselves on providing exceptional customer service and making the insurance process as seamless and stress-free as possible. Our team is fluent in Spanish, ensuring that language is never a barrier when it comes to protecting what matters most to you. We are passionate about helping you with your life insurance needs and guiding you through choosing the right policy for your family's future.
Jim Ackerman - State Farm Insurance Agent
Jim Ackerman - State Farm Insurance Agent is an established insurance agency located at 922 Lake Baldwin Lane in Orlando, Florida. With a background in field management and fire claims experience, Jim Ackerman has been a State Farm Agent since 2000, specializing in transfers to Baldwin Park and focusing on home, life, business, and auto insurance. Offering discounts for car insurance and homeowners insurance, Jim Ackerman and his team provide fast and accurate insurance quotes for residents in Winter Park, FL and the surrounding areas. In addition to insurance services, Jim Ackerman - State Farm Insurance Agent is dedicated to community involvement, volunteering with organizations such as UCF Renters Insurance, Wounded Warriors Outdoors, and Mission at Ease. The agency also offers helpful tips and resources on home improvement projects, ladder safety, and DIY auto maintenance to help clients save money and stay safe.
Teshler Senat: Primerica - Financial Services
Teshler Senat: Primerica - Financial Services is a finance and insurance agency located at 5401 South Kirkman Road in Orlando, Florida, United States. Specializing in financial planning, investment strategies, and insurance services, our team at Teshler Senat: Primerica is dedicated to helping individuals and families achieve their financial goals. With a focus on education and empowerment, we provide personalized solutions to help clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
James Guerrier Sr: Primerica - Financial Services
James Guerrier Sr: Primerica - Financial Services is a reputable finance and insurance agency located in North Palm Beach, Florida, United States. With a focus on providing top-notch financial services to individuals and families, James Guerrier Sr and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. From retirement planning to insurance coverage, they offer a wide range of services tailored to meet the unique needs of each client. Trust James Guerrier Sr: Primerica - Financial Services for expert financial guidance and peace of mind.
Jacques Jean-felix: Primerica - Financial Services
Jacques Jean-felix: Primerica - Financial Services is a finance and insurance agency located at 1665 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. With a focus on providing comprehensive financial services, including insurance and investment solutions, the institution is dedicated to helping individuals and families achieve their financial goals. The experienced team at Jacques Jean-felix: Primerica is committed to providing personalized guidance and support to clients, ensuring they receive the best possible financial advice and assistance. Whether you are looking to protect your assets with insurance coverage or plan for the future with investment strategies, Jacques Jean-felix: Primerica is here to help you every step of the way.
Jean Elie Augustin: Primerica - Financial Services
Jean Elie Augustin: Primerica - Financial Services is a reputable finance and insurance agency located at 7401 Wiles Road in Coral Springs, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Jean Elie Augustin: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to their clients. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Alafaya Trail Animal Hospital
Alafaya Trail Animal Hospital, located at 2985 Alafaya Trail in Oviedo, Florida, is a full-service veterinary practice that has been serving the East Orlando area for over 30 years. Our team of veterinarians in Oviedo, FL are dedicated to providing the best care for your pet, using the latest medical technology and techniques. We offer a variety of services, including preventative care, dental cleanings, surgeries, and more. With our VIP Program, you can save money while ensuring your pet receives the care they need to stay healthy. Contact us today to schedule an appointment for your cat or dog and meet our compassionate staff at Alafaya Trail Animal Hospital.
HomeLab Solutions
HomeLab Solutions, located in Miami, Florida, is a general contractor and home goods store that aims to save you time and money with their customizable services. From remodeling to designing the perfect bathroom or kitchen, they provide ideas, planning, and advice to make your dreams a reality. With a commitment to perfection, every installation is clean and professional, ensuring your satisfaction. Their communication-focused approach guarantees that you will always be in touch with the company's management, making the process stress-free and enjoyable. With a strong dedication to quality craftsmanship and customer service, HomeLab Solutions delivers exceptional results, no matter the size of the job. Visit their gallery for inspiration and see the rave reviews from satisfied clients who have experienced the magic of HomeLab Solutions.
Plenty Pennys, LLC
Plenty Pennys, LLC is a finance institution located at 1825 Corporate Boulevard Northwest in Boca Raton, Florida, United States. Specializing in financial services, Plenty Pennys offers a range of solutions to help individuals and businesses manage their money effectively. With a team of experienced professionals, they provide expert advice and personalized strategies to help clients achieve their financial goals. Whether you need assistance with investments, budgeting, or planning for the future, Plenty Pennys is dedicated to helping you make the most of your money.
Accident Lawyer John Fagan
Accident Lawyer John Fagan is a personal injury law firm located at 1063 Park Avenue in Orange Park, Florida, United States. With a 40-year track record of successfully recovering cash settlements for clients involved in car accidents, motorcycle accidents, big truck accidents, work accidents, medical malpractice, nursing home abuse, social security disability, falls, and dog bites, the firm is dedicated to ensuring that justice comes in the form of a check for their clients. Specializing in handling adjusters, workers' compensation claims, nursing home abuse cases, and property damage claims, Accident Lawyer John Fagan takes the confusion and worry off your back by managing your medical treatment, paperwork, and interactions with insurance adjusters. With a team of experienced accident attorneys, the firm is committed to providing personalized service and legal knowledge to accident victims in Orange Park, Middleburg, Palatka, Starke, and across North East Florida. Offering free consultations and working on a contingency fee basis, Accident Lawyer John Fagan ensures that there is never a fee unless they get money for you. With multiple locations throughout Florida, including Palatka, Middleburg, Starke, Keystone Heights, Gainesville, and Ocala, Accident Lawyer John Fagan is ready to fight for your rights and provide the legal representation you need during challenging times.
thrivent financial lutherans
Thrivent Financial Lutherans is a finance institution located at 4001 Maltese Way in Pensacola, Florida, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our services include matching you with resources based on your top financial concerns, understanding your unique situation and goals, and creating strategies to help you achieve those goals. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities life presents.
John Pharr CPA LLC
John Pharr CPA LLC is a trusted accounting and finance institution located at 105 East Gregory Street in Pensacola, Florida, United States. Along with accounting and tax services, our team of experienced professionals provides relevant and timely business and financial advice tailored to meet your unique needs and goals. We work closely with each client to understand their business and industry, offering suggestions and insights to improve their bottom line. With over 25 years of combined financial and tax experience, our team exhibits a hands-on management approach, ensuring that senior members are directly involved in servicing each client. We offer a full range of services, including tax compliance and planning, payroll filings, estate planning, bookkeeping, and daily money management.
Match Point Financial
Match Point Financial is a reputable finance institution located in Ocala, Florida. With a prime location at 1740 Southeast 18th Street, our experienced team of financial experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Match Point Financial is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure a stable financial future.
SpendWiser Inc.
SpendWiser Inc. is a finance institution located at 628 Cleveland Street in Clearwater, Florida, United States. We specialize in helping individuals and businesses make smarter financial decisions. Our team of experts offers personalized financial advice, budgeting assistance, and investment strategies to help our clients achieve their financial goals. Whether you are looking to save for retirement, purchase a home, or start a business, SpendWiser Inc. is here to help you make the most of your money. Contact us today to schedule a consultation and start on the path to financial success.
JE Financial Services
JE Financial Services is a leading institution located at 639 Mercado Court in Kissimmee, Florida, United States. Specializing in accounting and finance, we offer a range of services to help individuals and businesses manage their financial needs. Our dedicated team of outsourced accountants and bookkeepers provide personalized accounting and bookkeeping services tailored to your specific requirements. Whether you need assistance with tax preparation, payroll management, or financial planning, we are here to help.
Carson Wealth
Carson Wealth is a finance institution located at 7958 Via Dellagio Way in Orlando, Florida, United States. Our team of financial advisors specializes in tax planning, retirement income planning, and financial planning, as well as estate planning, portfolio management, and risk management. We are dedicated to helping families in Orlando and surrounding areas define True Wealth – the things money can't buy and death can't take away. Our investment process is designed to create and maintain portfolios aligned with specific goals while managing risk. We offer straightforward fees and always prioritize the needs of our clients. Our team is committed to providing personalized advice and guidance in these uncertain times. Additionally, we are proud recipients of prestigious awards such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC, an SEC Registered Investment Advisor. Visit our website for more information about our services and advisors.
Maximum Solutions Financial Services
Maximum Solutions Financial Services is a trusted institution located at 4938 West Colonial Drive, Orlando, Florida, United States. Specializing in accounting and finance, we are dedicated to helping individuals and businesses navigate the complexities of taxes and financial management. With our expert team, you can expect a smooth and successful transition towards financial stability. Our services include managing your books with precision and care, ensuring that all tax obligations are met on time and accurately. Whether you are a small business owner or an individual looking for financial guidance, Maximum Solutions Financial Services is here to help.
21st Century Financial LLC
21st Century Financial LLC is a leading finance institution located at 4300 West Cypress Street in Tampa, Florida, United States. We specialize in providing comprehensive financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to invest, save for the future, or secure a loan, 21st Century Financial LLC is here to assist you every step of the way. Trust us to guide you towards a secure and prosperous financial future.
Sage Point Financial
Sage Point Financial is a finance institution located at 5310 Clark Road in Sarasota, Florida, United States. They offer a wide range of financial services to help individuals and businesses manage their money effectively. With a team of experienced professionals, Sage Point Financial provides personalized advice and solutions to help clients reach their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Sage Point Financial is dedicated to providing excellent service and expertise to help you secure your financial future.
Principal Financial Group
Principal Financial Group is a finance institution located at 19 Del Prado Boulevard North in Fort Myers, Florida, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. Download your tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. With 8 simple steps to help your money adapt as life changes and information on the 5 challenges workers may face in retirement planning, Principal Financial Group is here to help you plan for the future. You can research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about Principal SimpleInvest and its services. Remember, all investments have inherent risks and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. The Retirement Wellness Planner information and Retirement Wellness Score are limited to financial assumptions and are not intended to be financial advice. Insurance products issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Remember, individual results may vary and participants should regularly review their savings progress and post-retirement needs.
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