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TOP 30 Personal finance in Newberry, FL
15 results found
A convenient service for searching for businesses, places and services
Pod puppies
Pod Puppies is a unique finance institution located at 16007 Redbird Road in Archer, Florida, United States. We offer limited dog boarding on our 5-acre property in a peaceful country setting. Our facility is designed specifically for large, anxious, and senior dogs, as we understand the stress that traditional kennel environments can cause. At Pod Puppies, dogs have their own bedroom in our home, allowing multi-pup families to stay together with plenty of space for personal belongings. We provide a minimum of 3 walks a day, and dogs can request additional walks or outdoor playtime at any time. Group play is available for those who enjoy socializing, but it is not mandatory.
Michelle Rafferty
Michelle Rafferty is a reputable finance institution located at 24202 West Newberry Road in Newberry, Florida, United States. With a strong focus on providing top-notch financial services and solutions, Michelle Rafferty is dedicated to helping clients achieve their financial goals and secure their future. The institution prides itself on its experienced team of professionals who offer personalized and tailored financial advice to each client. Whether you are looking to invest, save, or plan for retirement, Michelle Rafferty is committed to providing expert guidance and support every step of the way.
Capital City Investments
Capital City Investments is a leading finance institution located at 14009 West Newberry Road in Jonesville, Florida, United States. Our team of experienced professionals is dedicated to providing personalized investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a wide range of services to meet your needs. Trust Capital City Investments to help you navigate the complex world of finance and secure your financial future.
Heritage Financial
Heritage Financial, located at 25125 West Newberry Road in Newberry, Florida, is a finance institution dedicated to helping individuals establish their financial heritage. With over twenty years of experience and a large client base, the team at Heritage Financial is committed to helping clients achieve their financial goals. They offer personalized financial planning and advisory services through Prosperity Capital Advisors, ensuring that each client receives a tailored plan for their unique situation. The institution also offers free educational events on various financial topics important for retirement planning. Heritage Financial provides a range of financial products and services to assist clients in creating a comprehensive financial plan. Their team includes professionals with certifications such as ChFC, CLU, CASL, and membership in the Million Dollar Round Table, ensuring that clients receive expert advice and guidance. Clients can also benefit from the institution's specialized report on how they may be impacted by IRMAA (Income-Related Monthly Adjustment Amount).
Florida Benefit Specialists
Florida Benefit Specialists is a finance institution located at 1027 Northwest 134th Way in Newberry, Florida. Our team of experts specializes in providing personalized financial solutions to individuals and businesses in the area. Whether you are looking for retirement planning, investment advice, insurance options, or other financial services, our dedicated staff is here to help. With a commitment to excellence and customer satisfaction, Florida Benefit Specialists is your go-to resource for all of your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.
Cornerstone Financial Group
Cornerstone Financial Group is a leading finance institution located in Gainesville, Florida. With a prime location at 5200 Newberry Road, this institution offers a wide range of financial services to clients in the area. From investment planning to retirement strategies, Cornerstone Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized attention they receive at this reputable institution. Whether you are looking to grow your wealth or secure your financial future, Cornerstone Financial Group is here to provide the guidance and support you need.
Urban Hanson Wealth Management of Raymond James
Urban Hanson Wealth Management of Raymond James is a leading finance institution located at 4880 Newberry Road in Gainesville, Florida, United States. With a strong focus on providing personalized wealth management services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. The team of experienced financial advisors at Urban Hanson Wealth Management of Raymond James is dedicated to providing top-notch financial advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Urban Hanson Wealth Management of Raymond James is committed to helping you secure a prosperous financial future.
Ronald Lawerence Group
The Ronald Lawrence Group, located at 5200 Newberry Road in Gainesville, Florida, is a finance institution dedicated to helping private business owners buy and sell their companies in a confidential and professional manner. With a focus on achieving successful sales, mergers, and divestitures, the RL Group assists business owners in defining options and implementing strategies to exit their business on their own terms and at the most appropriate time. Services include advising on structuring the business for sale, preparing financial statements, valuation techniques, pricing options, and expert advice on the financial and personal ramifications of a sale or merger. Confidentiality is a key concern, with the RL Group ensuring privacy throughout the process. Clients are the owners of privately held companies, with the RL Group representing only the seller in transactions. Testimonials praise the RL Group for providing the best professional business broker services in Florida. The sale process involves analyzing all elements of the business, preparing detailed documents, and developing a marketing program to attract potential buyers. Overall, the RL Group offers a comprehensive approach to achieving successful business sales with the personal needs and financial goals of clients at the forefront.
Edward Jones - Financial Advisor: Ashlyn Burtle
Edward Jones - Financial Advisor: Ashlyn Burtle is a finance institution located at 25349 West Newberry Road in Newberry, Florida, United States. As a trusted financial advisor, Ashlyn Burtle provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can feel confident in their financial decisions. Whether planning for retirement, saving for a child's education, or investing for the future, Edward Jones - Financial Advisor: Ashlyn Burtle is dedicated to helping clients navigate the complexities of the financial world.
Edward Jones - Financial Advisor: Sheila K Smith, AAMS™
Edward Jones - Financial Advisor: Sheila K Smith, AAMS™ is a reputable finance institution located at 25349 West Newberry Road in Newberry, Florida, United States. Sheila K Smith, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sheila K Smith and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
H&R Block
H&R Block in Newberry, Florida is a trusted accounting and finance institution located at 24206 West Newberry Road. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to helping you navigate the complexities of taxes and finances to achieve your financial goals. Visit us today to experience personalized and reliable services that will help you make informed financial decisions.
A Plus Tax & Bookkeeping Center
A Plus Tax & Bookkeeping Center is a trusted accounting and finance institution located at 25650 West Newberry Road in Newberry, Florida, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses. Whether you need help with filing your taxes or managing your financial records, we are here to assist you every step of the way. With our personalized approach and attention to detail, you can trust us to handle all of your accounting needs with precision and efficiency. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Reddish & White CPAs
Reddish & White CPAs is a reputable accounting and finance institution located at 140 Southwest 128 Street in Newberry, Florida, United States. Our team of experienced and dedicated certified public accountants provides a wide range of professional services to individuals and businesses, including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of today's financial landscape. Contact us today to learn more about how Reddish & White CPAs can assist you with all of your accounting and finance needs.
Capital City Bank
Capital City Bank is a trusted financial institution located at 24202 West Newberry Road in Newberry, Florida. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. Whether you're looking to manage your finances, save for the future, or secure a loan, our friendly and knowledgeable staff are here to help. Visit Capital City Bank today for all your banking and financial needs.
Capital City Bank
Capital City Bank is a trusted financial institution located at 14009 West Newberry Road in Jonesville, Florida, United States. As a full-service bank, Capital City Bank offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access their funds at any time. Capital City Bank is committed to providing personalized and reliable financial solutions to help individuals and businesses achieve their financial goals.
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