Preserving wealth in Clearwater, Florida

Becky L Johnson, a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Clearwater, Florida, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Becky is dedicated to providing comprehensive and tailored financial solutions to her clients. Specializing in asset management, retirement planning, estate planning, and investment strategies, Becky ensures that her clients receive the highest level of service and support. Whether you are a retiree, small business owner, or high net worth individual, Becky's knowledge and experience can help you achieve your financial goals. Contact Becky L Johnson today to start planning for a secure financial future.

Jennifer Miller is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2500 Northeast Coachman Road in Clearwater, Florida, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jennifer's expertise in asset management, investment strategies, estate planning, retirement planning, and various other financial services. With a focus on providing personalized and comprehensive financial advice, Jennifer is committed to helping individuals and families achieve their financial goals.

Daily, Montfort & Toups Sarasota Estate Planning Lawyer is a professional legal institution located at 2014 4th Street, Sarasota, Florida, United States. Specializing in estate planning, elder law, and tax defense, our experienced attorneys serve the communities of St. Petersburg, Venice, Osprey, Clearwater, and St. Augustine. We offer a range of services including Medicaid planning, probate, civil litigation representation, and business tax strategies. Our team of attorneys, including Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, are dedicated to helping clients navigate complex legal issues and achieve peace of mind. With over two decades of experience, we provide personalized solutions to protect your assets and plan for the future. Contact us for a free consultation and learn more about our legal services today.

Longa Law Firm, P.A. is a reputable institution located at 400 North Ashley Drive in Tampa, Florida. Specializing in estate planning, probate, estate and gift tax planning, and living wills and other advance directives, this firm has been serving the Tampa Bay area since 2008. Their knowledgeable attorneys provide reliable counsel to clients in the Tampa area, with a thorough understanding of Florida law. Longa Law Firm, P.A. is dedicated to helping clients achieve the best possible results in their legal matters. They serve clients throughout the state of Florida, including Tampa, Brandon, Plant City, Apollo Beach, Lutz, Dunedin, Clearwater, St. Petersburg, Seminole, as well as Manatee, Sarasota, Charlotte, and Polk County. Trust Longa Law Firm, P.A. to handle your estate planning and probate needs with professionalism and expertise.

Welcome to Bridget Loring - Insurance Concierge Group, your trusted partner in navigating the complexities of insurance and financial planning. Conveniently located at 2240 Belleair Road, Suite 260 in Clearwater, Florida, we specialize in providing personalized insurance solutions to meet your unique needs. With a focus on life insurance, including final expense, mortgage protection, business solutions, and legacy generation, we are dedicated to helping you secure your future and protect what matters most. Bridget Loring, the founder of Insurance Concierge Group, brings nearly two decades of experience in the insurance industry. She began her career in April 2004 with Liberty Mutual Insurance Company, now known as Comparion Insurance, and in 2023, she embarked on a new journey to establish her own agency. Her mission is to guide clients through the ever-evolving landscape of insurance, offering expertise in auto, home, life, retirement planning, and long-term care & disability options.

Welcome to the practice of Jeffrey Alan Wipfli, MD, located at 43309 US Highway 19 North, Tarpon Springs, Florida. Dr. Wipfli is a highly esteemed, board-certified ophthalmologist specializing in advanced cataract and refractive surgeries. With a wealth of experience and over 50,000 cataract surgeries to his name, Dr. Wipfli is dedicated to providing exceptional eye care tailored to meet the unique vision goals of each patient. Dr. Wipfli's academic journey began at Southwestern Oklahoma State University, where he graduated with honors and was recognized as Pre-Professional Student of the Year. He went on to earn his medical degree with honors and special distinction from the University of Oklahoma College of Medicine, becoming a member of the prestigious Alpha Omega Alpha Honor Medical Society. His residency at the St. Louis University Eye Institute in Missouri further honed his skills, earning him the Rabani Award for Excellence in Patient Care.

Explore the Natural Beauty and Rich History of Fort De Soto Nestled in the vibrant landscape of St. Petersburg, Florida, Fort De Soto is a breathtaking natural feature located on Anderson Boulevard. Spanning 1,136 acres across five interconnected islands, this stunning park offers a tapestry of ecological diversity and historical intrigue, making it a must-visit destination for nature lovers and history enthusiasts alike.

Welcome to Fort De Soto Beachside Picnic Pavilions, a captivating blend of natural beauty and historical significance located in Tierra Verde, Florida. Nestled at 3500 Pinellas Bayway South, our site serves as a unique museum experience within the expansive Fort De Soto Park, the largest park in the Pinellas County Park System. Spanning 1,136 acres across five interconnected islands, Fort De Soto offers an unparalleled diversity of ecosystems. From lush beach plants and mangroves to tranquil wetlands and palm hammocks, our park is a sanctuary for an incredible array of native flora and fauna. Bird enthusiasts will be delighted by the over 328 species documented here, while our shores provide a safe haven for the nesting loggerhead sea turtles.

Welcome to Gulf Fishing Pier: Your Gateway to Nature and History Nestled in the heart of Tierra Verde, Florida, Gulf Fishing Pier offers an unparalleled experience for both locals and visitors alike. Located at Anderson Boulevard, our pier serves as a serene escape into the natural beauty and rich history of the region, while also providing convenient online services for permitting, inspection scheduling, fee payments, and more, available 24/7.

Daily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.

LEWIN & ASSOCIATES, Inc. is a finance and insurance agency located at 2737 Westchester Drive North, Clearwater, Florida, United States. We specialize in financial and investment planning both within Florida and nationwide. Our goal is to help you plan a bright future with individualized strategies tailored to your needs. Our fixed indexed annuities offer guaranteed growth and protection of your principle and gains, making them a safe investment option for financial planning. We also offer various insurance options to protect you and your family from unforeseen financial loss and to help with wealth accumulation.

Ackerman Financial Group is a leading finance institution located at 111 North Belcher Road in Clearwater, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, estate planning, and more. Their personalized approach ensures that each client receives tailored solutions to meet their specific financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ackerman Financial Group is dedicated to helping you achieve financial success.

Chambers Financial Group is an independent financial firm located in Largo, Florida, specializing in providing personalized financial planning services to pre-retirees and retirees in Pinellas County. With over 25 years of experience, we focus on optimizing retirement portfolios and helping clients understand their finances in a practical way. Our team of professionals offers objective advice and disciplined strategies to help individuals, families, and business owners achieve their financial goals. Whether you are in Largo, Clearwater, St. Petersburg, or anywhere in the United States, we are here to create a customized financial plan tailored to your unique situation. Contact us today to start planning for your financial future with Chambers Financial Group.

Raymond James Financial Services is a finance institution located at 28050 US Highway 19 North in Clearwater, Florida, United States. The institution offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide personalized solutions to meet your needs.

Successful Portfolios LLC is an independent SEC Registered Investment Advisor located in Clearwater, Florida. Founded in 2010 by Parker Evans, CFA, CFP, and Joe Baer, APMA, the firm focuses on transparency, resilience, and dedication to clients. Managing over $210 million in assets for 150 clients, Successful Portfolios offers personalized investment portfolios managed in-house. By partnering with Charles Schwab and Interactive Brokers, clients receive expert guidance tailored to their unique financial goals and dreams. With a focus on effective risk management and planning for a secure retirement, Successful Portfolios is committed to helping clients grow and protect their wealth. Schedule a complimentary consultation today to start your financial journey with a trusted partner.

Cambridge Investment Research is a reputable finance and insurance agency located at 2454 McMullen Booth Road in Clearwater, Florida, United States. With a focus on providing top-notch financial services to clients, Cambridge Investment Research offers personalized investment strategies and insurance solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring that they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, protect your assets, or plan for the future, Cambridge Investment Research is committed to helping you navigate the complex world of finance and insurance with confidence and peace of mind.

Tim Daily is a reputable financial institution located at 587 South Duncan Avenue in Clearwater, Florida, United States. With a strong commitment to providing top-notch financial services to its clients, Tim Daily offers a wide range of financial solutions including investment advice, wealth management, retirement planning, and more. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for a secure future, Tim Daily is the trusted partner you can rely on.

Welcome to Fort De Soto Park Parking, your gateway to exploring one of Florida's most captivating natural and historical destinations. Conveniently located at 3500 Pinellas Bayway South, St. Petersburg, Florida, our parking facility offers seamless access to a sprawling 1,136-acre park comprised of five interconnected islands. As the largest park within the Pinellas County Park System, Fort De Soto is a haven for nature lovers and history enthusiasts alike. Immerse yourself in the park's diverse ecosystems, home to a rich tapestry of beach plants, mangroves, wetlands, and a myriad of native species. Birdwatchers will delight in spotting some of the 328 documented bird species, while beachgoers may encounter the protected loggerhead sea turtles nesting along the shores.

Welcome to The Bank of Tampa, your trusted financial partner located at 900 South Fort Harrison Avenue, Clearwater, Florida. As a premier banking institution, we are dedicated to providing personalized financial solutions to meet the unique needs of our clients. Our comprehensive range of services includes personal and business banking, loans, wealth management, and investment advice, all tailored to help you achieve your financial goals. At The Bank of Tampa, we pride ourselves on our commitment to exceptional customer service and community involvement. Our team of experienced professionals is here to offer expert guidance and support, ensuring a seamless and rewarding banking experience. Whether you're looking to open a new account, secure a loan, or plan for your financial future, we are here to help every step of the way.

Welcome to The Zoe Abbott, your trusted partner in financial excellence located at 626 Lakeview Road, Clearwater, Florida. At The Zoe Abbott, we are dedicated to empowering individuals and businesses by providing tailored financial solutions that cater to your unique needs and aspirations. Our seasoned team of financial experts is committed to delivering comprehensive services, from financial planning and investment management to retirement strategies and wealth preservation. We pride ourselves on our client-centric approach, ensuring that every interaction is personalized and results-driven. Whether you're looking to secure your financial future, navigate complex financial landscapes, or optimize your investment portfolio, The Zoe Abbott is here to guide you every step of the way with integrity and expertise.

Welcome to Green Era Financial, your trusted partner in navigating the financial landscape. Conveniently located at 1100 Cleveland Street in the heart of Clearwater, Florida, we specialize in providing personalized financial solutions tailored to meet your unique needs. At Green Era Financial, we understand that managing your finances can be complex and overwhelming. Our dedicated team of experienced professionals is here to offer expert guidance and support, whether you're planning for retirement, investing for the future, or seeking strategies to manage your wealth. We pride ourselves on our commitment to integrity, transparency, and client-focused service. Discover the difference with Green Era Financial and let us help you achieve your financial goals for a prosperous future. Visit us today to learn more about how we can assist you on your financial journey.

Welcome to American Momentum Bank, your trusted partner in banking and financial services, conveniently located at 1001 South Fort Harrison Avenue, Clearwater, Florida. As a premier bank, we are committed to providing exceptional financial solutions tailored to meet the needs of individuals, families, and businesses in our community. Our state-of-the-art facility offers a range of services including personal and business banking, loans, mortgages, and investment opportunities. With a dedicated team of experienced professionals, we prioritize customer satisfaction and strive to deliver personalized service with a focus on helping you achieve your financial goals. Visit us today and experience the difference at American Momentum Bank, where your financial future is our priority.

Welcome to Karma Capital Inc., your trusted partner in financial success. Conveniently located at 2449 McMullen Booth Road in the heart of Clearwater, Florida, we specialize in providing comprehensive financial services tailored to meet your unique needs. At Karma Capital Inc., we understand that navigating the financial landscape can be complex, which is why our team of experienced professionals is dedicated to offering personalized solutions that empower you to achieve your financial goals. Whether you're seeking investment advice, wealth management, or financial planning, our commitment to excellence and integrity ensures that you receive the highest quality service. We pride ourselves on building long-lasting relationships with our clients by prioritizing transparency, trust, and a deep understanding of your financial aspirations.

The Thomas G. Tripp Law Offices, located at 4930 Park Boulevard in Pinellas Park, Florida, is a trusted estate planning law firm with over 20 years of experience serving the individuals and families of Pinellas County. Attorney Thomas Tripp and his legal team specialize in helping clients create solid estate plans to preserve their wealth for future generations, avoid probate, and make important healthcare decisions as they age. With a focus on making the estate planning process simple and personalized, the Law Offices of Thomas G. Tripp offer services such as creating wills, trusts, powers of attorney, and advance healthcare directives. Clients can trust that their legal needs are being handled by experienced professionals who prioritize communication and understanding individual needs.

Charles Schwab is a financial institution located at 28200 US Highway 19 North in Clearwater, Florida, United States. Specializing in finance, Charles Schwab offers a range of services including investment advice, retirement planning, wealth management, and brokerage services. With a reputation for providing expert financial guidance and personalized solutions, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future. Visit their Clearwater location to learn more about how they can help you achieve your financial goals.

ProVise Management Group Inc. is a finance institution located at 611 Druid Road in Clearwater, Florida, United States. With a team of experienced financial advisors, ProVise specializes in providing comprehensive wealth management services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or estate planning strategies, ProVise Management Group Inc. is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take control of your financial future.

Welcome to The Pedaling Pelican Bike Rental, your go-to destination for exploring the stunning landscapes of St. Petersburg, Florida, on two wheels. Located conveniently at 3500 Pinellas Bayway S, St. Petersburg, FL 33715, we offer an extensive range of high-quality bikes suitable for all ages and skill levels, making it easy for you to embark on an unforgettable adventure. Whether you're a local resident or a visitor, you'll find our services tailored to meet your needs. We provide seamless online access to bike rentals, reservations, and payments, available 24/7 for your convenience. Discover the breathtaking beauty of Fort De Soto Park, renowned for its rich ecology and historical significance, all while enjoying a leisurely bike ride. With over 1,136 acres of interconnected islands, the park is home to diverse ecosystems, including mangroves, wetlands, and palm hammocks. Spot some of the 328 documented bird species or witness the nesting loggerhead sea turtles along the pristine beaches.

Welcome to Bank OZK, your trusted partner in financial services located at 2175 Nursery Road, Clearwater, Florida. As a premier banking institution, we are dedicated to providing exceptional financial solutions tailored to meet the unique needs of our community. Whether you're looking to open a personal checking account, secure a loan for your dream home, or manage your business finances, our experienced team is here to guide you every step of the way. At Bank OZK, we pride ourselves on delivering personalized service, innovative banking products, and a commitment to helping you achieve your financial goals. Visit us today and discover the difference of banking with a community-focused institution that values your success.

Fidelity Investments is a renowned finance institution located at 28100 US Highway 19 North in Clearwater, Florida, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Fidelity Investments is committed to providing exceptional service and expert advice to help you make informed financial decisions.

Cooney Financial Services is a well-established institution located at 2555 Enterprise Road in Clearwater, Florida, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is committed to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, investment planning, or insurance coverage, Cooney Financial Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.