Professional financial advisors in DeFuniak Springs, Florida
4 results found
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Leslie Stricklin - Regions Wealth Advisor
● ClosedLeslie Stricklin - Regions Wealth Advisor is a finance institution located at 261 US 90, DeFuniak Springs, Florida, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Leslie Stricklin focuses on your complete financial picture to develop a comprehensive strategy to meet your goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This institution provides education and general marketing purposes only and is not providing impartial investment advice. Please contact us with any questions. Thank you for your time.
261 US-90, Defuniak Springs, FL 32433, United States -
Jim Dickerson - State Farm Insurance Agent
● ClosedJim Dickerson - State Farm Insurance Agent, located at 1225 U.S. 331, DeFuniak Springs, Florida, has over 40 years of experience in helping families manage their insurance needs. Jim is married to Yvonne for 32 years and has a 12-year-old German Shorthair Pointer Bird Dog. He also has 3 granddaughters that his daughter Jennifer, who is a State Farm agent in Fort Walton Beach, Florida, gave him. At this busy insurance agency, the team is passionate about making a difference in the lives of others and bettering the community. They are committed to excellence and personal achievement, and are dedicated to serving their clients.
1225 US-331, Defuniak Springs, FL 32435, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 873 U.S. 331 in DeFuniak Springs, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the H&R Block difference.
873 US-331 Ste 147, Defuniak Springs, FL 32435, United States -
Crescent Advisory & Accounting
● ClosedCrescent Advisory & Accounting, located at 694 Baldwin Avenue in DeFuniak Springs, Florida, is a trusted institution offering expert guidance in accounting and finance. Our dedicated team of professionals not only prepares tax returns but also provides tax consulting and planning services year-round. We are committed to helping our clients reach their financial goals by educating them on various options and strategies. Your success is our success, and we strive to be your trusted advisor and partner in achieving financial stability.
694 Baldwin Ave #1, Defuniak Springs, FL 32435, United States
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