TOP 30 Personalized financial planning services in Plantation, Florida

185 results found

Chris Nickas - State Farm Insurance Agent is located at 9542 Argyle Forest Boulevard in Jacksonville, Florida, United States. Situated in the Publix Shopping Center at OAKLEAF Plantation, this insurance agency is conveniently located across from the Oakleaf Town Center. Chris Nickas has been serving as a local State Farm agent since 2003, bringing a wealth of experience to the table. With a background in handling auto insurance claims dating back to 1988, Chris and his team are dedicated to providing personalized service to their customers. The agency offers a wide range of insurance coverage options, including auto, homeowners', renters', condo, motorcycle, boat, RV, life, and health insurance.

Tami Satterfield - State Farm Insurance Agent is a reputable insurance agency located at 218 South University Drive in Plantation, Florida. Serving the areas of Plantation, Sunrise, Davie, Ft Lauderdale, and beyond, this agency offers a wide range of insurance services including Auto Insurance, Homeowner’s Insurance, Condo Insurance, Renter's Insurance, Pet Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Business Insurance, and Financial Services. With a focus on resident relocations to Broward County, Tami Satterfield and her team of licensed Insurance Professionals are dedicated to providing personalized insurance coverage tailored to each client's specific needs. Whether you're in need of Car Insurance, Home Insurance, Condo Insurance, Renter’s Insurance, Pet Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, or Financial Services, this agency has you covered.

Nancy Wolfe-Smith - State Farm Insurance Agent is located at 7803 Southwest 6th Court, Plantation, Florida, United States. This insurance agency is conveniently situated close to the Broward Mall and The Fountains, between University and Pine Island. The goal of the institution is to simplify your insurance needs, including car, home, condominium, renters, life, and motorcycle insurance. The team at Nancy Wolfe-Smith - State Farm Insurance Agent is available 24/7 by phone or in person to assist you with all your insurance requirements. They cater to all real-life problems, not just auto or home insurance, and serve clients in Broward County, Miami-Dade County, Collier County, Palm Beach County, and all of Florida. The team at Nancy Wolfe-Smith - State Farm Insurance Agent is bilingual and dedicated to ensuring you and your family have the protection and peace of mind you need. They offer a range of insurance options, including life insurance, health insurance, umbrella insurance, coverage for jewelry and fine arts, small business insurance, workers' compensation, rental properties, and even pet insurance. The team is passionate about providing exceptional and friendly service to clients in Plantation, Sunrise, Tamarac, Coral Springs, Lauderhill, Davie, Weston, Miramar, Hollywood, Southwest Ranches, Cooper City, Wilton Manors, Pembroke Pines, Pompano Beach, Parkland, Fort Lauderdale, Lauderdale Lakes, and beyond.

HealthMarkets Insurance - Dwight Wilson is a reputable health insurance agency located at 711 North Pine Island Road in Plantation, Florida. With a focus on providing personalized insurance solutions to meet the unique needs of individuals and families, Dwight Wilson and his team are dedicated to helping clients find the right coverage at the right price. Whether you are looking for health, dental, vision, or life insurance, HealthMarkets Insurance is committed to guiding you through the process and ensuring you have the protection you need. Visit their office today to learn more about their services and how they can help you secure your health and financial future.

Prudential Insurance Co is a reputable insurance agency located at 2 South University Drive in Plantation, Florida, United States. With a long-standing history of providing reliable and comprehensive insurance coverage, Prudential is dedicated to helping individuals and families protect their assets and plan for the future. Their team of experienced agents are committed to delivering personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for life, health, auto, or home insurance, Prudential Insurance Co has you covered. Trust in Prudential for peace of mind and financial security.

Imma Pierre - State Farm Insurance Agent is an insurance agency located at 6099 Hollywood Boulevard, Hollywood, Florida, United States. Our office is conveniently located directly across the street from the Duty Free Americas Building, Half a Mile East of the Turnpike. We proudly serve the communities of Hollywood, Fort Lauderdale, Pembroke Pines, Weston, Miramar, Coconut Creek, Davie, Plantation, Lauderhill, Hallandale Beach, Oakland Park, Lauderdale Lakes, Margate, Miami Gardens, Aventura, Parkland, Deerfield Beach, Delray Beach, Boynton Beach, Coral Springs and other surrounding areas in Florida. As your local State Farm Agent, I, Imma Pierre, am a Florida Native dedicated to helping you with all your insurance needs, including Auto Insurance, Home Insurance, Condo Insurance, Renter's Insurance, Boat Insurance, Life Insurance, Business Insurance, and Financial Services. My team and I are committed to providing outstanding service to our policyholders and ensuring that they have the coverage they need to protect what matters most to them.

Zabella Insurance & Taxes is a trusted insurance agency located in Plantation, Florida. Our dedicated team is committed to providing top-notch insurance and tax services to our valued clients. Whether you need coverage for your home, car, or business, we are here to help you find the best options to suit your needs. Our knowledgeable staff is always available to answer any questions and provide expert guidance. Visit us at 81 South State Road 7 to experience the personalized service and peace of mind that Zabella Insurance & Taxes can offer.

Rupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.

Mil Familias is an insurance agency located at 10650 Northwest 12th Drive in Plantation, Florida. Our mission is to provide quality insurance services to families in the United States. With a team of experienced professionals, we strive to protect our clients and their loved ones with comprehensive insurance coverage. Whether you are looking for auto, home, life, or health insurance, Mil Familias is dedicated to finding the best policies to meet your needs. Visit us today to learn more about our services and how we can help you secure your family's future.

Alfredo Ostos, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida, United States. Our dedicated team of professionals is committed to helping individuals and families secure their financial future through a range of insurance products and services. With a focus on providing personalized solutions and exceptional customer service, we strive to build long-lasting relationships with our clients. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Alfredo Ostos, Bankers Life Agent is here to help you navigate the complex world of insurance and make informed decisions that meet your specific needs and goals. Contact us today to learn more about how we can assist you in protecting what matters most.

Welcome to Tom Martinez - State Farm Insurance Agent located at 7900 Nova Drive in Davie, Florida. Our 2-story building is conveniently situated just north of the current local, on the Southwest corner of University Drive and Nova Drive behind Fred Hunters. Our experienced team has over 35 years of combined experience in the insurance industry and is dedicated to providing personalized insurance plans tailored to meet the unique needs of you and your loved ones. Whether you are in need of Auto, Homeowners, Renters, Health, Life, Business, Boat, Motorcycle, or Commercial Insurance, we are here to help. Our team takes pride in serving the Davie community, as well as Fort Lauderdale, Plantation, Cooper City, Lauderhill, Pembroke Pines, Sunrise, Weston, and surrounding areas throughout the state of Florida.

Patrick Nwa, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare® and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and the importance of long-term care planning, our agents are here to guide you through the process and help you prepare for the future.

Brian Rowe, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida. As a trusted representative of Bankers Life, Brian Rowe offers a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and expert advice, Brian Rowe is dedicated to helping individuals and families find the insurance solutions that best meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Brian Rowe, Bankers Life Agent is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial well-being.

Allstate is a well-known insurance agency located at 8952-8970 Cleary Boulevard in Plantation, Florida. As a trusted provider of insurance products and services, Allstate offers a wide range of coverage options for individuals and businesses. With a commitment to customer service and financial stability, Allstate is dedicated to helping clients protect what matters most. Whether you need auto, home, life, or business insurance, Allstate has you covered with personalized solutions to meet your unique needs. Visit their office in Plantation to speak with a knowledgeable agent and get started on securing your future today.

Juan Hernandez-Meza, Bankers Life Agent is a reputable insurance agency located at 150 South Pine Island Road in Plantation, Florida. As a trusted Bankers Life Agent, Juan Hernandez-Meza provides personalized insurance solutions to meet the needs of individuals and families. With a focus on customer service and financial security, this institution offers a range of insurance products including life insurance, health insurance, and retirement planning. Whether you are looking to protect your loved ones or plan for your future, Juan Hernandez-Meza, Bankers Life Agent is dedicated to helping you find the right insurance coverage.

Gelbwaks Executive Marketing Corporation is a renowned insurance agency located at 10051 Northwest 1st Court, Plantation, Florida, United States. With decades of experience in the insurance industry, we specialize in helping clients prepare for the unknown by providing access to top insurance products and carriers in the nation. Our team takes a collaborative approach to research and create the best financial solutions for each client. Peter Gelbwaks, a seasoned professional with over 50 years in the industry, is a distinguished member of the Leading Producers Round Table and has received numerous accolades for his contributions to the field of insurance. Marjorie Gelbwaks Schaefer, a top performer in Life and Disability insurance, is also a member of the Million Dollar Round Table.

Elizabeth Elf, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida. As a trusted agent for Bankers Life, Elizabeth Elf offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Elizabeth Elf strives to provide clients with the peace of mind they deserve. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Elizabeth Elf is dedicated to helping you find the right solutions for your needs. Visit us today to learn more about how we can help you secure your financial future.

Dave Taylor, Bankers Life Agent is a reputable insurance agency located at 150 South Pine Island Road in Plantation, Florida, United States. Specializing in providing clients with personalized insurance solutions, Dave Taylor is a knowledgeable and experienced agent who is dedicated to helping individuals and families protect their financial future. Whether you are in need of life insurance, long-term care insurance, or retirement planning services, Dave Taylor can help you find the right coverage to meet your needs. With a commitment to excellent customer service and a strong focus on building long-lasting relationships with clients, Dave Taylor, Bankers Life Agent is a trusted choice for all your insurance needs.

Christopher Norvilus, Bankers Life Agent is an insurance agency located at 150 South Pine Island Road in Plantation, Florida, United States. As a trusted representative of Bankers Life, Christopher Norvilus offers a range of insurance products and services to help clients protect their financial future. With a focus on personalized service and tailored solutions, clients can rely on Christopher Norvilus to provide expert advice and guidance to meet their insurance needs. Whether it's life insurance, long-term care insurance, or retirement planning, Christopher Norvilus is dedicated to helping clients make informed decisions and secure their financial well-being.

Cumsille and Associates, LLC is a finance institution located in Plantation, Florida, United States. We specialize in providing expert tax services for individuals and small businesses. Our experienced team of tax professionals is dedicated to helping clients navigate the complex tax landscape and maximize their returns. We offer tax planning, preparation, filing, audit representation, and bookkeeping services to ensure our clients' financial success. Our goal is to minimize tax liability and help clients achieve their financial goals. Schedule a Zoom meeting with us today to learn more about how we can help you with your tax needs.

Signature Sessions Notary is a reputable finance institution located at 5 South Pine Island Road in Plantation, Florida, United States. We specialize in providing top-notch notary services to our clients, ensuring that all important documents are properly authenticated and legally binding. Our experienced team of notaries are dedicated to providing excellent customer service and ensuring that all transactions are conducted with professionalism and efficiency. Whether you need to notarize a contract, deed, or any other legal document, Signature Sessions Notary is here to help. Trust us to handle all your notary needs with precision and care.

Mikhail's Notary is a trusted financial institution located at 261 North University Drive in Plantation, Florida. Our team of experienced professionals offers a wide range of notary services to meet all your financial needs. Whether you require assistance with legal documents, real estate transactions, or other important paperwork, we are here to provide efficient and reliable service. Visit us today and experience the convenience and professionalism of Mikhail's Notary.

Jason R. Mosley, LLM is an institution located at 6706 Plantation Road in Pensacola, Florida, United States. Specializing in accounting, finance, and legal services, Mosley Estate Law PA helps individuals and businesses plan ahead for their wealth and estate. Attorney Jason R. Mosley is dedicated to providing personalized and effective solutions tailored to each client's unique needs. From creating long-term plans for asset protection to navigating the probate system, Mosley Estate Law PA offers experienced legal guidance to ensure a secure financial future. Whether you are managing your own finances or planning for your heirs, Attorney Mosley is equipped to handle a wide range of business, tax, and estate planning matters. Schedule a consultation today to start building value and security for your assets with the help of Mosley Estate Law PA.

Nowack & Olson, PLLC is a law firm located at 8551 West Sunrise Boulevard in Plantation, Florida. Specializing in helping individuals overcome debt problems, the experienced bankruptcy lawyers at Nowack & Olson, PLLC have been providing relief to clients for over 20 years. With a focus on Chapter 7 bankruptcy, the firm offers personalized solutions to fit each client's unique needs. From foreclosure to credit card debt, the dedicated team at Nowack & Olson, PLLC is committed to guiding clients through difficult financial times with honesty and integrity. With offices in Fort Lauderdale, Miami, Boca Raton, and Jupiter, the firm is conveniently located to serve clients throughout southern Florida. Don't let financial stress take over your life - contact Nowack & Olson, PLLC for a free consultation and start your journey towards financial freedom today.

Dsouza and Walton Law Group is a finance and lawyer institution located at 8751 West Broward Boulevard, Plantation, Florida, United States. They understand that life is a journey filled with dreams, aspirations, and milestones, and they are here to help you plan for the future to ensure your legacy is preserved and your loved ones are taken care of. The institution offers comprehensive business planning services for entrepreneurs, tax planning services for individuals and business owners, and legal services for bankruptcy, credit restoration, debt collection, and foreclosure defense. Their team of dedicated professionals provides personalized legal solutions tailored to your unique needs, with a focus on empathy, understanding, and respect for their clients' experiences. They believe in providing accessible and affordable legal services for all and strive to be trusted partners in navigating the complex world of law.

The Law Office of John Bristol, located at 1776 North Pine Island Road in Plantation, Florida, offers legal services for individuals facing financial difficulties. Specializing in bankruptcy law, the office provides assistance with Chapter 7 bankruptcy, which is ideal for those with significant credit card, medical, and personal loan debt and few assets. Clients can file for bankruptcy with no money down and pay fees at a manageable rate of $100 per month. Chapter 7 bankruptcy can help individuals eliminate debt and start fresh, particularly if they are behind on mortgage payments, car loans, or owe money to the IRS. The office can help clients work out a payment plan to keep their home or other property, stop foreclosure proceedings, and halt aggressive debt collection actions. With the expertise of the Law Office of John Bristol, clients can navigate the complexities of bankruptcy law and find a solution to their financial challenges.

David W Langley Pa is a finance and legal institution located at 8551 West Sunrise Boulevard in Plantation, Florida, United States. Specializing in financial and legal services, this institution offers expert advice and guidance to clients in need of assistance with their finances or legal matters. With a team of experienced professionals, David W Langley Pa is dedicated to providing top-notch service and support to help clients achieve their financial and legal goals.

The Law Office of Stephanie L. Schneider P.A. is a compassionate and dedicated institution located at 1776 North Pine Island Road in Plantation, Florida, United States. Specializing in elder law, Stephanie L. Schneider and her team provide quality services to seniors, young adults, and persons with disabilities of all ages. The firm takes a holistic approach to ensure that clients' legal, social, psychological, medical, and financial needs are met as they age. Collaborating with other professionals such as life care managers, social workers, and financial planners, the institution aims to be a trusted advisor through life's challenges. Services include long-term care planning, navigating public benefit programs, and creating legal documents such as wills, trusts, and powers of attorney. Stephanie L. Schneider is a Board Certified elder law attorney, offering expertise and knowledge in the field. Conveniently located in Broward County, the firm serves individuals and families throughout the State of Florida. Contact the Law Office of Stephanie L. Schneider P.A. at 954-382-1997 for a consultation fee quote and personalized legal advice.

Carlos M. Amor, P.A. is a finance and legal institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Specializing in a wide range of financial and legal services, including estate planning, tax law, business law, and more, our team of experienced professionals is dedicated to providing top-notch advice and representation to our clients. With a commitment to excellence and personalized service, Carlos M. Amor, P.A. is the go-to institution for all your financial and legal needs.

The Butler Law Firm, P.A. is a reputable finance and legal institution located at 8201 Peters Road in Plantation, Florida, United States. Specializing in providing expert legal services in various areas such as finance, estate planning, business law, and more, the firm is dedicated to representing clients with professionalism and integrity. With a team of experienced lawyers who are committed to achieving the best possible outcomes for their clients, The Butler Law Firm, P.A. is known for their personalized approach and attention to detail. Whether you are in need of legal advice or representation, this institution is here to help you navigate through complex legal matters with confidence.