Personal financial planning advice in Ellenton, Florida

Paula Funderburke is a Financial Advisor at Ameriprise Financial Services, LLC located at 7216 U.S. 301, Ellenton, Florida, United States. Paula holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Paula specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Paula Funderburke for personalized financial planning services.

Michael Piccione is a financial advisor at Ameriprise Financial Services, LLC located at 7216 U.S. 301 in Ellenton, Florida. As a seasoned professional in the finance industry, Michael specializes in helping clients achieve their financial goals through personalized strategies. With a focus on areas such as retirement planning, investment management, and wealth preservation, Michael offers comprehensive financial services tailored to each client's unique needs. When choosing Michael as your advisor, you can trust in his expertise, credentials, and experience to guide you towards a secure financial future. By filling out the "Request consultation" form on the Ameriprise website, you can connect with Michael for a complimentary initial consultation. During this meeting, Michael will work with you to develop a customized financial plan that aligns with your goals and aspirations. Take the first step towards financial success by scheduling a consultation with Michael Piccione today.

Edward Jones - Financial Advisor: Peter Z Hofstra is a reputable financial institution located at 7915 U.S. 301 in Ellenton, Florida, United States. As a trusted advisor, Peter Z Hofstra provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a range of services including retirement planning, investment management, and estate planning. Whether you are planning for the future or looking to grow your wealth, Peter Z Hofstra and the team at Edward Jones are dedicated to providing expert guidance and support every step of the way.

Liberty Tax is a finance institution located at 7014 U.S. 301 in Ellenton, Florida. They offer a wide range of financial services including tax preparation, filing, and planning. With a team of experienced tax professionals, Liberty Tax provides reliable and accurate assistance to individuals and businesses. Whether you need help with personal taxes or complex business filings, Liberty Tax is committed to helping you navigate the tax process with ease and efficiency. Visit their office in Ellenton for expert financial guidance and support.