TOP 10 Personalized financial services in Wildwood, Florida

R&K White Financial Corp is an insurance agency located at 4076 Florida 44, Wildwood, Florida, United States. Specializing in the Medicare market, R&K White Financial offers a range of insurance and financial services to clients in Clermont and the surrounding Marion, Lake, Polk, and Sumter counties since 2007. As the #1 United Healthcare Medicare Agency in Florida for multiple years, R&K White Financial exclusively offers United Healthcare products and services. Owners Ryan and Kiersten White, along with their team of experienced Medicare agents, are dedicated to helping clients navigate the complexities of Medicare Advantage, Medicare Supplements, and Medicare Part D Prescription Drug Coverage. Whether you are turning 65 or are already eligible for Medicare, the team at R&K White Financial can assist you in planning for your future medical financial requirements.

Elite Tax Notary Accounting Services is a finance institution located at 4807 County Road 466A, Wildwood, Florida, United States. The institution offers a wide range of services including individual, business, and trust tax preparation on federal, state, and local levels. They also have a Florida Licensed Notary on-site and can assist with tax strategies to enhance financial plans. The team at Elite Tax Notary Accounting Services values client relationships and believes in providing close, personal attention to each client. With years of advanced training and technical expertise, they offer services such as income tax preparation, payroll reporting, QuickBooks® setup and training, business startup services, monthly bookkeeping, and financial statement creation and maintenance. Their commitment to excellence is evident through their investment in professional education, software, and community relationships. With extensive experience in IRS audit processes and resolution procedures, Elite Tax Notary Accounting Services guarantees that your business is in good hands. Testimonials praise the team for their reasonable, timely, and accurate services that keep clients on track with their financial obligations. The founder, Kelli, has a Bachelor’s Degree in Accounting, an MBA, and a Graduate Certificate in Accounting with a concentration in Taxation, with over 20 years of tax experience in various industries. Elite Tax Notary Accounting Services offers individualized attention and expertise to help clients achieve their financial goals.

Michael R Stephens is a financial advisor at Ameriprise Financial Services, LLC located at 4807 County Road 466A in Wildwood, Florida. He offers personalized financial planning consultations to discuss your individual needs and goals. While the initial consultation provides an overview of financial planning concepts, you will not receive written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. As a member of FINRA and SIPC, Michael Stephens is dedicated to helping clients achieve their financial goals. Referrals are appreciated, and those referred can expect to hear from Michael soon. Privacy and security are a top priority at Ameriprise Financial, with strict rules and regulations in place to protect clients' information.

Advance America is a finance institution located at 318 Shopping Center Drive in Wildwood, Florida. With a focus on providing convenient and accessible financial solutions, Advance America offers a variety of services such as payday loans, installment loans, and money transfers. Customers can rely on their professional staff to assist them with their financial needs in a timely and efficient manner. Whether you need quick cash for unexpected expenses or simply want to transfer money to a loved one, Advance America is here to help. Visit their location in Wildwood today to learn more about their services and how they can assist you with your financial needs.

Jerry Blackburn Retirement Strategies is an insurance agency located at 317 Northeast 36th Avenue, Ocala, Florida, United States. Led by President & Founder Jerry Blackburn, the institution has been providing safe retirement strategies for pre-retirees and retirees for many years. With a focus on honesty, integrity, and simplicity, Jerry works diligently to help clients achieve their long-term financial objectives using insurance products. As an A member of the Better Business Bureau and a member of the National Ethics Association, Jerry ensures personalized service to protect clients' hard-earned retirement assets from market losses. By asking specific questions to tailor financial strategies to individual needs, JB Retirement Strategies aims to protect, grow, and preserve clients' assets. Jerry, who values integrity and hard work, believes in providing the retirement planning that clients deserve. The institution offers no-cost, no-obligation discovery meetings to kickstart the retirement planning process. With office locations in Winter Park, Gainesville, and Wildwood, JB Retirement Strategies is committed to helping clients secure their financial future.

Victoria Carosella - State Farm Insurance Agent is a dedicated insurance agency located at 617 U.S. 301 in Sumterville, Florida. Our team is motivated, knowledgeable, and passionate, ready to assist you with all your insurance needs. We aim to provide you with the information and guidance necessary to make informed decisions to protect what matters most to you. As a State Farm agent since 2015, I have a deep belief in State Farm's products and have been a loyal customer since I first started driving. Our office offers a range of insurance products including auto, home, life, business, pet insurance, Quicken loans, and other banking products. We serve the towns of The Villages, Clermont, Wildwood, Webster, Bushnell, Lake Panasoffkee, Fruitland Park, Leesburg, and other surrounding areas. Our team is committed to providing efficient and professional service to our customers in Sumterville and the surrounding areas. We conduct personalized comprehensive reviews of our customers' insurance needs to ensure they have the right coverage. Whether you need auto, home, life, or small business insurance, we are here to help. We prioritize building lasting relationships with our customers, family, and community to make a positive impact.

Kelly Matz - State Farm Insurance Agent is a trusted insurance agency located at 4386 Warm Springs Avenue in Wildwood, Florida, United States. Across the street from The Villages of Fenney, we are dedicated to helping you secure your future with a variety of insurance options. From Life Insurance to Motorcycle Insurance, we offer personalized quotes to protect your loved ones and ensure financial security. Our team of professionals at Kelly Matz State Farm prioritizes service, integrity, and professionalism to deliver exceptional customer care. Whether you're looking for Auto, Home, Renters, Health, or Life insurance, we are here to assist you. Serving The Villages, Wildwood, Sumter County, and all of Florida, we are committed to safeguarding your assets and supporting your aspirations.

Millhorn Elder Law Planning Group, PLLC is a renowned law firm specializing in elder law located in Wildwood, Florida. With a team of experienced lawyers, they provide expert legal advice and assistance in areas such as estate planning, Medicaid planning, long-term care planning, and more. Their dedication to helping seniors and their families navigate complex legal issues sets them apart in the field. Visit them at 9481 U.S. 301 for personalized and professional legal services tailored to your specific needs.

Shannon Barley PA is a reputable accounting and finance institution located at 4426 Northeast 83rd Road in Wildwood, Florida, United States. With a team of experienced professionals, Shannon Barley PA offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can expect personalized attention and expert guidance to help them achieve their financial goals. Whether you are an individual or a business owner, Shannon Barley PA is dedicated to providing top-notch financial solutions to meet your needs.

Gwen N Smith Sec & Accounting is a reputable institution located at 708 North Main Street in Wildwood, Florida. Specializing in securities and accounting services, our team of experienced professionals is committed to providing high-quality financial solutions to individuals and businesses. With a focus on integrity and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your securities and accounting needs.

Arocfax is a leading accounting and finance institution located at 4534 Northeast 32nd Road in Wildwood, Florida, United States. Our team of experienced professionals provide expert guidance and services in tax preparation, financial planning, and business accounting. With a commitment to excellence and personalized service, Arocfax is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Suncoast Credit Union is a trusted financial institution located at 5625 Seven Mile Drive in Wildwood, Florida, United States. As a member-owned cooperative, Suncoast Credit Union offers a wide range of financial services to help individuals and families achieve their financial goals. With a focus on providing personalized service and competitive rates, Suncoast Credit Union is committed to helping members save money and build a strong financial future. Whether you need a checking account, savings account, loan, or investment services, Suncoast Credit Union is dedicated to providing exceptional service and support to its members.

VyStar Credit Union is a leading financial institution located in Wildwood, Florida, United States. With a commitment to providing exceptional service and innovative financial solutions to its members, VyStar Credit Union offers a wide range of banking products and services including savings accounts, checking accounts, loans, mortgages, and investment options. Their convenient location at 5857 Seven Mile Drive makes it easy for members to access their accounts and receive personalized assistance from knowledgeable staff. Join VyStar Credit Union today to experience the benefits of membership and take control of your financial future.

Welcome to Coldwell Banker Realty - St Pete Central, your trusted real estate partner located at 6730 22nd Avenue North, St. Petersburg, Florida. Serving the vibrant communities of Largo, Seminole, Saint Pete Beach, and beyond, we are proud to be at the heart of one of the most dynamic regions in Florida. St. Petersburg is a city rich in cultural attractions, from the Dali Museum to the Mahaffey Theater, and is home to major sports teams like the Tampa Bay Buccaneers, Tampa Bay Lightning, and Tampa Bay Rays. Not to mention the stunning, white sandy beaches perfect for relaxing and enjoying breathtaking sunsets. Our office comprises over 55 dedicated associates, fluent in English, Spanish, French, and Portuguese, all committed to delivering exceptional service to both buyers and sellers. We specialize in Residential and Condominium Sales, Builder/Developer Services, Property Management, and Commercial Marketing and Sales. With over 35 years of experience, our centrally located office in Pinellas County offers comprehensive real estate services, including complete Mortgage and Title Services, ensuring a seamless and enjoyable experience for all your real estate needs.