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TOP 30 Productivity planner in Jacksonville, FL
9 results found
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Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10161 Centurion Parkway North, Jacksonville, Florida, United States. Rene Gonzalez holds several 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 expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Additionally, Rene Gonzalez specializes in serving veterans, active duty, Reserve, National Guard, and domestic partners. With a commitment to ethical standards and continuing education, Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing clients with personalized and strategic financial advice to help them achieve their financial goals.
Sonny Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sonny Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Sonny Smith holds various certifications such as 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®, among others. These certifications demonstrate Sonny Smith's expertise and commitment to providing comprehensive financial planning and wealth management services. Sonny Smith specializes in helping individuals and families with a wide range of financial needs, including retirement planning, estate planning, investment management, and insurance products. Sonny Smith is dedicated to providing personalized and ethical financial advice to help clients achieve their financial goals.
Daniel Johnson - Thrivent
Daniel Johnson - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109, Jacksonville, Florida, United States. With expertise and the CERTIFIED FINANCIAL PLANNER® Professional designation, they offer tailored financial planning services to help clients achieve their goals. Licensed in multiple states, including CA, CO, DE, FL, GA, IL, MD, MI, MN, and NC, they provide advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Elicia Mundy - Financial Advisor, Ameriprise Financial Services, LLC
Elicia Mundy, a Financial Advisor at Ameriprise Financial Services, LLC located at 4601 Touchton Road, Jacksonville, Florida, United States, offers a wide range of financial services to individuals and small business owners. Elicia Mundy 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 Elicia Mundy's expertise and commitment to providing comprehensive financial planning services to her clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Elicia Mundy has the knowledge and experience to help you achieve your financial goals.
Ted Ade - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ted Ade is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Ted 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ted is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products, Ted is committed to helping clients achieve their financial goals and secure their financial future. Contact Ted Ade today for personalized wealth management solutions tailored to your specific needs and objectives.
Miller wealth management
Miller Wealth Management is a finance institution located at 1011 3rd Street North in Jacksonville Beach, Florida, United States. We specialize in navigating your financial journey with skill and collaboration, recognizing that every client has a unique story and set of needs. Our team of Certified Financial Planners is dedicated to providing personalized financial planning and tailored investment solutions to empower families and business owners to feel confident in their financial future. We offer comprehensive financial planning tools, guidance, and investment solutions to help you achieve your short-term and long-term financial goals. With expertise in navigating today's planning challenges, we prioritize your best interests and uphold the highest ethical standards. By partnering with a CFP Professional, you can trust that your assets are managed with care and expertise.
Event Sound
Event Sound is a premier institution located at 9745 Touchton Road in Jacksonville, Florida, United States. Owned by Chadwick Sorensen, who has been providing top-notch DJ services for weddings and corporate events for over 8 years. Specializing in creating the perfect balance between classy and fun, Event Sound is the go-to choice for those seeking a non-cheesy solution for their event needs. At Event Sound, we only use the best equipment including BOSE, QSC, Pioneer, VDJ, and Apple products. We offer a wide range of services such as string lighting, gobos, environmental projection, monograms, tables, chairs, chargers, linens, decor items, and arbors. Our experienced DJs and planners are willing to travel all over the southeast to make your event a success.
D-Kay Wholesale Florist
D-Kay Wholesale Florist is a premier floral supplier located in Jacksonville, Florida. We offer a wide variety of fresh flowers, plants, and floral supplies at competitive wholesale prices. Our experienced team is dedicated to providing top-quality products and exceptional customer service to florists, event planners, and retail businesses. Whether you are looking for a single bouquet or bulk floral orders, D-Kay Wholesale Florist has everything you need to create beautiful arrangements for any occasion. Visit us at 4625 Subchaser Court to see our extensive selection and let us help you bring your floral vision to life.
Carlstedt's Wholesale Florist
Carlstedt's Wholesale Florist is a premier floral supplier located at 2252 Dennis Street in Jacksonville, Florida. With a wide selection of fresh flowers, plants, and floral supplies, Carlstedt's is the go-to destination for florists, event planners, and DIY enthusiasts. Our knowledgeable staff is dedicated to providing exceptional customer service and assisting with all your floral needs. Whether you are looking for the perfect bouquet for a special occasion or supplies for a large event, Carlstedt's Wholesale Florist has you covered. Visit us today to experience the beauty and quality of our products firsthand.
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