Professional financial advisory services in Celebration, FL
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Palestra Financial
● ClosedPalestra Financial, located at 2701 North Rocky Point Drive in Tampa, Florida, is a finance institution celebrating nearly 35 years of service from 1986 to 2020. The institution has recently expanded to Trinity, Florida, with new main offices that are fully operational and equipped with advanced video conferencing capabilities for face-to-face meetings during the COVID-19 pandemic. Founded by Francis R. Palestra, a Certified Financial Planner Practitioner and Investment Advisor Representative with over 50 years of experience, Palestra Financial is a family practice that focuses on helping individuals, families, and businesses achieve financial security. Together with his son, Damon A. Palestra, who serves as Chief Operations Officer and Managing Director, the Palestra team offers comprehensive financial planning services tailored to each client's unique needs and goals.
2701 N Rocky Point Dr # 530, Tampa, FL 33607, United States -
SCORE
● ClosedSCORE is a finance institution located at 11962 County Road 101 in The Villages, Florida, United States. Our mentors are highly successful business professionals and entrepreneurs ready to help you achieve your small business goals. Whether you're looking for resources, workshops, or a business mentor, SCORE has what you need. If you're interested in giving back and becoming a mentor yourself, we would love to have you join our team. Our volunteers are celebrated for their dedication and expertise in guiding small business owners.
11962 Co Rd 101, The Villages, FL 32162, United States -
GiaVic Consulting, LLC
● ClosedGiaVic Consulting, LLC is a trusted accounting and finance institution located at 4623 Northwest 53rd Avenue in Gainesville, Florida, United States. Our team of experienced professionals is dedicated to providing detailed accounting services so that you can focus on growing your business and making informed decisions. We offer financial reporting, cash flow tracking, and financial analysis to help you plan for the future of your company. Whether you're struggling with bookkeeping, tired of complicated software, or spending too much time managing finances, we are here to help. Our services are tailored to integrate seamlessly with your business systems, keeping you organized and on track with bills, invoices, and cash flow.
4623 NW 53rd Ave suite 6a, Gainesville, FL 32653, United States -
Marcello Reis E Silva - Regions Wealth Advisor
● OpenMarcello Reis E Silva - Regions Wealth Advisor is a finance institution located at 50 Blake Boulevard in Celebration, Florida, United States. Catering to 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. Marcello Reis E Silva is a dedicated Wealth Advisor at this institution, focusing on your complete financial picture to develop a comprehensive strategy to meet your goals. With a team of professionals, they can help you maximize the return of your portfolio. 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 educational and general marketing purposes only and does not provide impartial investment advice. Consult their website for further information and appointment scheduling.
50 Blake Blvd Building D, Celebration, FL 34747, United States -
Truist Mortgage
● OpenWelcome to Truist Mortgage, your trusted partner in banking and finance, located at 1502 Southeast US Highway 19, Crystal River, Florida. At Truist, we are committed to helping you achieve your financial goals with a comprehensive range of services, including Personal & Commercial Banking, Credit Cards, Loans, and Investments. Explore our offerings to find the perfect financial solutions tailored to your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan for your next big project, our team is here to guide you every step of the way. Turn everyday activities like grocery runs and fuel stops into rewarding experiences with the Truist Enjoy Cash credit card, offering no overdraft-related fees and easy, quick application processes.
1502 Southeast US Highway 19, Crystal River, Florida 34429, United States -
SunTrust ATM
● OpenWelcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
15050 North Cleveland Avenue, North Fort Myers, Florida 33903, United States -
School Choice CPA & Associates
● ClosedWelcome to School Choice CPA & Associates, your premier destination for accounting and financial advisory services tailored specifically for educational institutions. Conveniently located at 63 Patricia Avenue, Dunedin, Florida, we are passionate about unlocking your school's financial potential through expert guidance, strategic insights, and personalized advice. Our commitment to top-notch customer service and comprehensive planning sets us apart as the go-to choice for schools seeking precise and reliable financial reporting. Specializing in the Florida Tax Credit AUP Audit, we possess extensive experience in education finance, enabling us to navigate its complexities with ease. Our accurate, thorough, and compliant audit services help schools maintain financial transparency and accountability. Effective communication is at the core of our client relationships, fostering open and transparent dialogue to ensure you are informed every step of the way. Our team is always ready to address your questions and concerns, providing guidance and peace of mind throughout the audit process.
63 Patricia Avenue, Dunedin, Florida 34698, United States
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