Professional financial advisors in Orange City, Florida
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Vonnie Wiggins - State Farm Insurance Agent
● ClosedVonnie Wiggins - State Farm Insurance Agent is an insurance agency located at 3546 Saint Johns Bluff Road South in Jacksonville, Florida. Just one mile north of St. John Town Center on St. John's Bluff Rd, our team is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer insurance and financial services to customers in Jacksonville, Orange Park, and St. Augustine, FL on a full-time basis. Our mission is to provide personalized assistance with insurance and financial planning needs, including retirement planning and protection against unforeseen events. Whether you need help with life insurance, annuities, or investment products, our team is here to guide you through the process and help you make informed decisions.
3546 St Johns Bluff Rd S UNIT 112, Jacksonville, FL 32224, United States -
Primerica
● OpenPrimerica is a renowned insurance agency located at 6900 South Orange Blossom Trail in Orlando, Florida, United States. With a strong commitment to helping individuals and families secure their financial future, Primerica offers a wide range of insurance products and services tailored to meet the unique needs of each client. Whether you are looking for life insurance, auto insurance, or retirement planning, Primerica's team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Visit Primerica today to learn more about how they can help you protect what matters most.
6900 S Orange Blossom Trl #301, Orlando, FL 32809, United States -
Peggy Waite - State Farm Insurance Agent
● ClosedPeggy Waite - State Farm Insurance Agent is a local insurance agency located at 5397 Orange Drive in Davie, Florida, United States. Peggy and her team are dedicated to helping individuals, families, and businesses with their insurance and financial service needs. They offer a wide range of insurance options including Auto Insurance, Home Insurance, Condo Insurance, Renter's Insurance, Boat Insurance, Life Insurance, and Business Insurance. Peggy Waite is a Penn State graduate originally from Pennsylvania who has been serving the South Florida community for over two decades. She and her team are licensed to assist clients throughout the state of Florida, including Monroe County, Broward County, and Palm Beach County. They are committed to providing excellent service and support to their clients, whether they are long-time residents or newcomers to the area.
5397 Orange Dr STE 102, Davie, FL 33314, United States -
Prosperity Investment Services
● OpenProsperity Investment Services, located in Eustis, Florida, is a finance institution led by President Lisa Rae LaBoo, who holds multiple certifications in the field. Our goal at Prosperity Investment Services is to help clients navigate the ever-changing investment landscape by providing them with the necessary tools and resources. We offer securities through Securities America, Inc., and our team is dedicated to assisting clients in making informed financial decisions. Please note that Prosperity Investment Services is not affiliated with Securities America, Inc. Our services are available to residents of the United States for informational purposes only. We encourage you to check the background of our investment professionals and reach out to us with any inquiries.
1804 E Orange Ave, Eustis, FL 32726, United States -
Polley Wealth Management
● ClosedPolley Wealth Management, located in Orlando, Florida, is a finance institution dedicated to providing tailored solutions for affluent and high net worth individuals. Our team of seasoned professionals offers sophisticated strategies to optimize investments and address all aspects of financial well-being, including tax optimization, estate planning, risk management, and philanthropic initiatives. We prioritize exceptional service, building long-term relationships based on trust, integrity, and open communication. As an independent, fiduciary financial advisor, we provide unbiased advice and personalized wealth planning, including retirement income planning, education planning, and advanced tax planning. Our unique offering allows us to work with clients through every stage of life, utilizing institutional-class money managers for the best-in-class investment solutions. Don't wait to prioritize your financial future - contact us at 250 N. Orange Ave., Suite 1116, Orlando, Florida 32801, United States, for expert guidance and support.
250 N Orange Ave UNIT 1116, Orlando, FL 32801, United States -
Reynolds & Associates Inc
● OpenReynolds & Associates Inc is a reputable accounting and finance institution located at 125 May Street in Orange City, Florida, United States. Our mission is to provide quality, personalized, and professional services to growth-oriented companies and individuals at reasonable fees. We prioritize building strong relationships with our clients, viewing each partnership as crucial to our mutual success. Our dedicated team offers close, personal attention to every client, drawing on years of experience, technical expertise, and sound judgment. We continually invest in professional education, cutting-edge technology, and extensive business networks to ensure excellence in our services. Specializing in the unique needs of small businesses, we are committed to providing personalized services and going the extra mile to help our clients succeed. Our rates are competitive and transparent, and our friendly staff is always ready to assist you every step of the way.
125 May St, Orange City, FL 32763, United States -
Synergy Wealth Alliance
● ClosedSynergy Wealth Alliance is a finance institution located at 921 Town Center Drive in Orange City, Florida, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized guidance and customized solutions to help individuals and businesses navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking to protect your assets, Synergy Wealth Alliance is dedicated to helping you build and preserve your wealth. Contact us today to learn more about how we can help you secure a prosperous financial future.
921 Town Center Dr Suite 900, Orange City, FL 32763, United States -
Christopher J. Dixon, RFC
● ClosedChristopher J. Dixon, RFC is a reputable finance institution located at 111 North Orange Avenue in Orlando, Florida. With a strong emphasis on providing personalized financial services, Christopher J. Dixon, RFC is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of financial planning and investment services to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Christopher J. Dixon, RFC is committed to providing expert guidance and support every step of the way.
Premiere Trade Plaza Office Tower II, 111 N Orange Ave #775, Orlando, FL 32801, United States -
Gulf Coast Accounting and Tax
● ClosedGulf Coast Accounting and Tax is a reputable financial institution located at 401 Orange Street in Palm Harbor, Florida, United States. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial guidance and assistance to individuals and businesses in the area. With a commitment to accuracy, efficiency, and personalized service, Gulf Coast Accounting and Tax is the go-to destination for all your accounting and finance needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
401 Orange St, Palm Harbor, FL 34683, United States -
CPS Group CPAs
● OpenCPS Group CPAs, located at 205 East Orange Street in Lakeland, Florida, is a trusted CPA firm focused on providing exceptional client service. With a team of experienced professionals, we offer practical, real-world solutions to a wide range of accounting and finance needs. Our firm has a long history of building lasting relationships with our clients, many of whom we consider to be like family. We have worked with multiple generations of family members and organizational leaders, earning their trust and confidence over the years.
205 E Orange St, Lakeland, FL 33801, United States -
Securities America Inc
● ClosedSecurities America Inc is a finance institution located at 165 Wells Road in Orange Park, Florida, United States. They offer a wide range of financial services, including investment advice, retirement planning, and wealth management. With a team of experienced financial professionals, Securities America Inc is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Securities America Inc is committed to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start building a secure financial future.
165 Wells Rd Suite 407, Orange Park, FL 32073, United States -
First Command
● ClosedFirst Command is a trusted financial institution located at 590 Wells Road in Orange Park, Florida, United States. As a bank, finance, and insurance agency, we provide comprehensive financial services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and expert advice to help our clients secure their financial future. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, First Command is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.
590 Wells Rd Suite 2, Orange Park, FL 32073, United States -
Albert Ray - Raymond James
● OpenAlbert Ray - Raymond James is a reputable financial institution located at 1560 Orange Avenue in Winter Park, Florida, United States. Specializing in financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Albert Ray - Raymond James provides personalized financial advice and tailored strategies to meet the unique needs of each client. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, you can trust Albert Ray - Raymond James to provide expert guidance and support every step of the way.
1560 Orange Ave Ste 650, Winter Park, FL 32789, United States -
For CRE Brokers
● OpenFor CRE Brokers is a leading finance institution located at 200 South Orange Avenue in Orlando, Florida, United States. Our institution specializes in providing financial services tailored specifically for commercial real estate brokers. With a team of experienced professionals, we offer a wide range of financial solutions to help brokers navigate the complexities of the real estate market and achieve their business goals. Whether you are looking for loans, investment opportunities, or expert financial advice, For CRE Brokers is here to support you every step of the way. Visit us today to learn more about how we can help you succeed in the competitive world of commercial real estate.
200 S Orange Ave, Orlando, FL 32801, United States -
Kaltbaum Capital Management
● OpenKaltbaum Capital Management is a renowned finance institution located at 201 South Orange Avenue in Orlando, Florida, United States. With a strong reputation for excellence in financial management, Kaltbaum Capital Management offers a wide range of services to help clients achieve their investment goals. Their team of experienced professionals provides personalized guidance and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kaltbaum Capital Management is dedicated to helping you succeed.
201 S Orange Ave suite 1017, Orlando, FL 32801, United States -
FirsTrust - Private Wealth Management
● ClosedFirsTrust - Private Wealth Management is a prestigious financial institution located at 121 South Orange Avenue in Orlando, Florida, United States. Specializing in private wealth management, FirsTrust provides expert financial advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, FirsTrust is dedicated to providing top-notch service and innovative strategies to help clients build and preserve their wealth. Whether you are looking to grow your investments, plan for retirement, or protect your assets, FirsTrust is the trusted partner you can rely on for all your financial needs.
121 S Orange Ave #1500, Orlando, FL 32801, United States -
Ronald J Gruninger
● ClosedRonald J Gruninger is a reputable finance institution located at 390 North Orange Avenue in Orlando, Florida, United States. With a strong focus on providing expert financial services to individuals and businesses, Ronald J Gruninger is committed to helping clients achieve their financial goals. From investment management to retirement planning, the institution offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced professionals, Ronald J Gruninger is dedicated to providing top-notch financial guidance and support to help clients secure their financial future.
390 N Orange Ave #1875, Orlando, FL 32801, United States -
Peter J. Freuler & Associates, CPA
● ClosedPeter J. Freuler & Associates, CPA is a reputable accounting and finance institution located at 37 North Orange Avenue in Orlando, Florida, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, auditing, financial consulting, and more. Their dedication to providing personalized and professional service to each client sets them apart from other accounting firms. Whether you are an individual or a business in need of financial guidance, Peter J. Freuler & Associates, CPA is the go-to institution for all your accounting needs.
The Angebilt Building, 37 N Orange Ave UNIT 519, Orlando, FL 32801, United States -
Accounting Alliance For Small Business
● ClosedThe Accounting Alliance For Small Business is a professional institution located at 6453 South Orange Avenue in Orlando, Florida. Specializing in accounting and finance services, this institution is dedicated to helping small businesses manage their financial needs effectively. With a team of experienced professionals, they offer a range of services including bookkeeping, tax preparation, financial planning, and more. Whether you are a startup or an established small business, the Accounting Alliance For Small Business is committed to providing personalized and reliable financial solutions to help you succeed.
6453 S Orange Ave #3, Orlando, FL 32809, United States -
Jay Scarola Sage Settlement Consulting
● OpenJay Scarola Sage Settlement Consulting is a financial institution specializing in providing expert guidance and support for individuals navigating the complexities of settlement planning. Located at 609 North Orange Avenue in Jupiter, Florida, our team of experienced professionals offers personalized solutions to help clients achieve their financial goals and secure their future. Whether you are seeking assistance with structured settlements, trust management, or financial planning, we are dedicated to providing top-notch service and expertise. Trust Jay Scarola Sage Settlement Consulting to provide the support and guidance you need to make informed financial decisions and secure your financial future.
609 N Orange Ave Unit 3, Jupiter, FL 33458, United States -
Florida Public Assets for Liquidity Management (FL PALM)
● ClosedFlorida Public Assets for Liquidity Management (FL PALM) is a finance institution located at 300 South Orange Avenue in Orlando, Florida. FL PALM specializes in managing public assets for liquidity, providing financial solutions for government agencies and public entities. With a strong focus on maximizing returns while maintaining safety and liquidity, FL PALM offers a range of investment options tailored to meet the unique needs of its clients. Trusted by government entities across Florida, FL PALM is committed to providing professional and reliable financial management services.
300 S Orange Ave #1170, Orlando, FL 32801, United States -
tamefinancial
● OpenT.A.M.E. Financial is a tax institution located at 951 North Volusia Avenue in Orange City, Florida, United States. Founded in 2019 by two sisters who were inspired to make a positive change in the tax industry after facing their own negative experiences, T.A.M.E. Financial aims to break down barriers by providing education and empowering the community to make informed decisions. With a focus on knowledge and transparency, our team of tax professionals is dedicated to helping individuals navigate the complexities of taxes with confidence. Join us at T.A.M.E. Financial and let us help you tame your financial worries.
951 N Volusia Ave, Orange City, FL 32763, United States -
Fifth Third Securities - Val Janschutz
● ClosedFifth Third Securities - Val Janschutz is a finance institution located at 5000-70 Highway 17 in Orange Park, Florida, United States. They offer a wide range of financial services and investment opportunities to help clients achieve their financial goals. With a team of experienced professionals, Fifth Third Securities - Val Janschutz provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Val Janschutz is dedicated to helping you make informed financial decisions.
5000 -70 Hwy 17, Orange Park, FL 32003, United States -
Vicki L Middlekauff CMA, EA, PA
● ClosedVicki L Middlekauff CMA, EA, PA is a reputable accounting and finance institution located at 1555 Kingsley Avenue in Orange Park, Florida, United States. Led by Vicki Middlekauff, CMA, and her team of experienced tax professionals, the institution specializes in reducing tax liability and maximizing profits for businesses. With over 50 years of combined experience, Vicki and her team provide expert guidance on business accounting, offering services such as tax preparation, bookkeeping, tax planning, and IRS representation. The institution's staff includes Certified Managerial Accountants (CMA), Enrolled Agents (EA), Tax Preparers, and Bookkeepers, all dedicated to helping businesses succeed in the economy. Vicki Middlekauff CMA, EA, PA offers year-round tax services in Orange Park, Florida, catering to corporate tax preparation, business entity setup, sales tax compliance, and individual tax returns for clients across the U.S. Additionally, the institution provides audit protection, audit assistance, and IRS representation services for businesses and individuals, ensuring peace of mind in case of any IRS or state notices.
1555 Kingsley Ave STE 305, Orange Park, FL 32073, United States -
Moisand Fitzgerald Tamayo, LLC
● ClosedMoisand Fitzgerald Tamayo, LLC is a finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with financial planning, investment management, retirement planning, or estate planning, Moisand Fitzgerald Tamayo, LLC is dedicated to providing personalized and comprehensive solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
300 S Orange Ave #1170, Orlando, FL 32801, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 6325 North Orange Blossom Trail in Orlando, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable support. Visit us today to see how we can help you achieve your financial goals.
6325 N Orange Blossom Trl Ste 109, Orlando, FL 32810, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2845 South Orange Avenue in Orlando, Florida, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses alike. Whether you need assistance with filing your taxes or managing your finances, H&R Block's team of professionals is dedicated to helping you achieve your financial goals. Visit their office in Orlando today for personalized and reliable accounting services.
2845 S Orange Ave, Orlando, FL 32806, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 3317 South Orange Blossom Trail in Kissimmee, Florida, United States. With a reputation for providing expert financial services, H&R Block offers a wide range of tax preparation and financial planning solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or financial consulting, H&R Block is committed to providing top-notch service and expertise. Visit their location in Kissimmee to experience their exceptional financial services firsthand.
3317 S Orange Blossom Trail, Kissimmee, FL 34746, United States -
Kairos Tax Solutions
● ClosedKairos Tax Solutions is a finance institution located at 411 East Vine Street in Kissimmee, Florida. We also have a second location at 5300 South Orange Avenue in Orlando, Florida. Our team of experienced professionals is dedicated to providing top-notch tax solutions for individuals and businesses. Whether you need help with tax preparation, planning, or resolution, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
411 E Vine St, Kissimmee, FL 34744, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 12399 South Orange Blossom Trail in Orlando, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment guidance. Whether you are an individual looking to file your taxes or a business in need of financial consulting, H&R Block is dedicated to providing expert assistance and personalized solutions to help you achieve your financial goals.
12399 S Orange Blossom Trl Ste E-20, Orlando, FL 32837, United States
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