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TOP 30 Regions financial advisor in Florida
119 results found
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Allstate: John Butler
Allstate: John Butler is an Independent Insurance Agency located at 3080 Northwest Old Blitchton Road in Ocala, Florida, United States. Specializing in finance and insurance services, we offer a wide range of personal and commercial insurance coverages to clients in Florida. Our dedicated team of experts is committed to addressing all your concerns and providing you with the best insurance solutions tailored to your needs. From ATV and boat insurance to business owners policy and commercial property coverage, we have you covered. Give us a call today to save money on your insurance and experience the exceptional service that has made us one of the top insurance agencies in the region. Welcome to Butler Insurance Group: Your premier destination for personal and commercial insurance in Florida.
Caz Piurowski - State Farm Insurance Agent
Caz Piurowski - State Farm Insurance Agent is a premier insurance agency located at 1818 Harden Boulevard in Lakeland, Florida, United States. April is Distracted Driving Awareness month, making it the perfect time to review your auto insurance liability coverage with us. Caz Piurowski, along with his wife and children, takes great pride in serving the Lakeland community. As a long-time resident of Central Florida, Caz believes in the quality of life offered in this region. We are a local, family-run small business that serves not only Polk County but also Hillsborough County, Seminole County, Osceola County, and all of Central Florida. Our personalized approach to insurance and financial services ensures exceptional, Good Neighbor service. We actively support local causes and are dedicated to the growth of Lakeland.
Primerica- Armando & Valerie Torres, RVP
Primerica- Armando & Valerie Torres, RVP is a reputable finance and insurance agency located at 7799 Styles Boulevard in Kissimmee, Florida, United States. With a team of experienced professionals led by Regional Vice Presidents Armando & Valerie Torres, this institution is dedicated to providing top-notch financial services and insurance solutions to clients in the Kissimmee area and beyond. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica- Armando & Valerie Torres, RVP is committed to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in securing your financial future.
Hamilton Mikes, P.A.
Hamilton Mikes, P.A. is a law firm located at 3301 Bonita Beach Road Southwest in Bonita Springs, Florida. Specializing in providing legal services for community associations and clubs in Southwest Florida, Tampa Bay, and Central Florida, Hamilton Mikes aims to empower clients with sound legal counsel for peace of mind and prosperity. The firm has been involved in high-profile cases involving property management fraud, embezzlement, and financial losses within community associations. With nearly 20 years of experience, the team at Hamilton Mikes prides themselves on bringing wisdom, knowledge, and experience to successfully navigate legal, political, and emotional perils for their clients. They serve as trusted advisors and counselors, offering comprehensive legal services for HOAs, condominium associations, commercial property owners, and small to midsize businesses in the region. Their goal is to foster community connections and promote joy, peace, and connectivity among neighbors through patient, kind, and selfless service.
Saltmarsh, Cleaveland & Gund
Saltmarsh, Cleaveland & Gund is a renowned accounting and finance institution located at 900 North 12th Avenue in Pensacola, Florida, United States. As an independent member firm of the BDO Alliance USA, Saltmarsh has the expertise and resources to help clients achieve their financial goals. From tax planning and accounting services to information technology and employee benefits consulting, Saltmarsh offers a comprehensive range of professional services for individuals and businesses. With a history dating back to the early 1940s, Saltmarsh has built a solid reputation for providing sound advice and building strong relationships with clients. The firm offers a wide range of compliance and consulting services to various industries and high net worth individuals, including audit and assurance, tax planning, investment and wealth management, estate planning, and more.
Saltmarsh, Cleaveland & Gund
Saltmarsh, Cleaveland & Gund is a reputable accounting and finance institution located at 34990 Emerald Coast Parkway in Destin, Florida, United States. As of June 1, 2018, Saltmarsh became an independent member firm of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. With a team of professionals with extensive experience and industry knowledge, Saltmarsh offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits consulting. At Saltmarsh, clients can expect personalized attention, access to the right professionals, and rapid responses to their needs. The firm has a strong reputation for building solid relationships through sound advice and has been serving individuals and businesses since the early 1940s. Saltmarsh provides a full range of compliance and consulting services to various industries and high net worth individuals, including external/internal audit and assurance, tax planning, investment and wealth management, estate planning, and more.
Warren Averett
Warren Averett is a leading accounting, finance, and health institution located at 1904 Wilson Avenue in Panama City, Florida. As one of the largest and most resourceful accounting firms in the Southeast, we offer a range of services including corporate accounting, specialized audits, and business solutions tailored to meet our clients' needs. Our team of expert advisors is committed to helping businesses thrive and achieve their goals. At Warren Averett, we go beyond traditional accounting services to provide value-added solutions that can help businesses succeed. Whether you need assistance with tax savings opportunities, selling a company, or navigating the challenges of today's market, our experienced professionals are here to help. We also offer comprehensive guides and resources on a variety of topics that matter to our clients.
North Florida Money Management Kris Gibson & Alan Hagopian
North Florida Money Management is a well-established accounting and finance institution located in Gainesville, Florida. Led by experienced professionals Kris Gibson and Alan Hagopian, the institution offers expert financial advice and management services to individuals and businesses in the North Florida region. With a focus on personalized solutions and a commitment to client satisfaction, North Florida Money Management is a trusted partner for all your financial needs. Visit us at 4631 Northwest 53rd Avenue to learn more about how we can help you achieve your financial goals.
Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is a finance institution located at 5545 Pasco Way in Port Richey, Florida, United States. As a region of Cetera Advisor Networks, Summit Financial Networks offers a range of financial services including securities and advisory services. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA/SIPC, while some advisory services are provided by Cetera Advisor Networks LLC and others by Cetera Advisor Networks LLC, registered investment advisers. It is important to note that Cetera firms are independently owned. The professionals affiliated with Summit Brokerage Services may offer brokerage services, investment advisory services, or both, depending on their registration. Be sure to check the background of any investment professional you choose to work with. Visit our website to explore helpful calculators and learn more about our services.
JTomik Investment Planning Group
JTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.
Xavier Pujol
Xavier Pujol is a finance institution located at 1511 North Westshore Boulevard, Tampa, Florida, United States. Their Tampa office is situated on the 11th floor of the Regions Bank building at the intersection of Laurel and Westshore Blvd. They offer Securities and Investment Advisory Services through Osaic Wealth, Inc, a member of FINRA/SIPC. Xavier Pujol is registered to sell Securities in multiple states including Alabama, California, Florida, and Texas, and licensed to sell Insurance Products in states such as Georgia and North Carolina. Please note that when you visit any external websites linked on their website, you assume full responsibility for your use of those sites. Make sure to check the background of their investment professionals before proceeding.
The Americas Group of Raymond James
The Americas Group of Raymond James is a leading finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. With a reputation for excellence in financial services, they offer a wide range of investment opportunities and wealth management solutions to clients in the Americas region. Their team of experienced professionals is dedicated to providing personalized advice and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, The Americas Group of Raymond James is committed to helping you succeed.
BDO
BDO, located at 1301 Riverplace Boulevard in Jacksonville, Florida, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines to stay ahead of the curve in the legal tech industry. Discover how businesses can enable new growth and find competitive advantage through valuable data and strategic business planning. Our team in Jacksonville offers world-class resources and exceptional service to clients in the North Florida/South Georgia region. With a deep understanding of various industries, including healthcare, construction, real estate, manufacturing, and nonprofit organizations, BDO provides innovative solutions to help clients thrive in today's competitive environment. Our comprehensive portfolio of accounting, assurance, tax, and advisory services can assist businesses at every stage of their development, from supply chain management to implementing cutting-edge technology.
Caldwell & Company Accounting
Caldwell & Company Accounting is a reputable accounting and finance institution located at 7501 Northwest 4th Street in Plantation, Florida, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the area. From tax preparation and financial planning to bookkeeping and payroll services, Caldwell & Company Accounting is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized approach sets them apart from other accounting firms in the region. Visit them today to see how they can assist with your financial needs.
Nature Coast Overage Associates
Nature Coast Overage Associates is a leading institution located at 5745 Southwest 75th Street in Gainesville, Florida, United States. Specializing in environmental conservation and sustainability, our team is dedicated to protecting the natural beauty and resources of the Nature Coast region. Through research, education, and community outreach, we strive to promote a harmonious relationship between humans and the environment. Join us in our mission to preserve and protect the stunning landscapes and wildlife that make the Nature Coast so unique.
Sports Facilities Advisory
Sports Facilities Advisory (SFA) is your ultimate partner for developing and operating sports, recreation, events, and entertainment facilities. Located at 600 Cleveland Street in Clearwater, Florida, United States, we make facility ownership easy for local governments and private developers alike. With SFA by your side, you can achieve the results your community is counting on. Our experience in planning, developing, and managing the nation's premiere sports, recreation, and entertainment venues speaks for itself. We have received awards for our work in communities both in the United States and internationally.
Day Hagan Asset Management
Day Hagan Asset Management is a finance institution located at 1000 South Tamiami Trail in Sarasota, Florida, United States. They offer a quantitative, scientific, unemotional, and model-based approach to the markets, aiming to provide better risk-adjusted returns. The institution provides services such as Third-Party Advisory investment management for brokers/dealers, RIAs, non-profit organizations, corporate pension services, and other institutional organizations. Their investment process focuses on tactical asset management, actively managing portfolios to reduce portfolio risk. They offer various portfolios including Day Hagan/Ned Davis Research Smart Sector Balanced Portfolios, International, Fixed Income, and more. The institution provides market research, investing insights, market commentary, and analysis across U.S. equity asset classes, global regions, fixed-income sectors, and comprehensive investment strategies.
Adam Klohr - Thrivent
Adam Klohr - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109 in Jacksonville, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY. Thrivent Financial is a Fortune 500 Company that aims to help Christians make wise financial decisions and live generously. The Regional Development Director at Thrivent focuses on identifying, training, and mentoring individuals who share the organization's core values. Licensing information can be found on the State Insurance Department's website. Thrivent offers financial planning and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Northern Trust
Northern Trust is a premier financial institution located at 770 East Atlantic Avenue in Delray Beach, Florida. Specializing in wealth management services for individuals, families, businesses, and foundations, Northern Trust has over 130 years of experience and serves some of the wealthiest Americans. With a focus on technology, service excellence, and expertise in financial planning, Northern Trust offers a comprehensive range of services including wealth transfer, banking, insurance, investments, tax management, and philanthropy. Backed by The Northern Trust Institute, a research center staffed by over 175 experts, our advisors provide personalized advice based on real-world outcomes and specialized knowledge. Trust Northern Trust for all your financial needs in the Mid-Atlantic and East Florida regions.
INCA Investments
INCA Investments is a finance institution located at 8950 Southwest 74th Court, Miami, Florida, United States. Founded in 2004, INCA manages over $500 million in assets for institutional clients. With a team representing diverse nationalities from the region and over 100 years of direct Latin American investment experience, INCA Investments uses a disciplined fundamental approach to invest in the equity markets of Latin America. Their investment philosophy is based on three main pillars: focusing on companies over countries, seeking mispriced opportunities in small and mid-cap companies, and investing in companies with strong business franchises and sustainable advantages. INCA Investments believes these companies are well-positioned to benefit from Latin America's secular consumer growth story.
P M Group-Gulf Coast Inc
P M Group-Gulf Coast Inc is a leading accounting and finance institution located at 6119 Village Oaks Drive in Pensacola, Florida. With a strong reputation for excellence in financial services, they offer a wide range of accounting solutions for businesses and individuals in the Gulf Coast region. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, P M Group-Gulf Coast Inc is the go-to institution for all your accounting and finance needs.
Gulf Coast Tax
Gulf Coast Tax is a reputable accounting and finance institution located at 6202 North 9th Avenue in Pensacola, Florida. With a team of experienced professionals, Gulf Coast Tax specializes in providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses in the Gulf Coast region. Whether you need help with tax preparation, bookkeeping, or financial consulting, Gulf Coast Tax is committed to delivering expert advice and personalized assistance to help you achieve your financial goals. Visit Gulf Coast Tax today to experience the difference that quality service and expertise can make in managing your finances.
David W. Jordan Lake County Tax Collector's Office
The David W. Jordan Lake County Tax Collector's Office is a local government office located at 1800 David Walker Drive in Tavares, Florida. Our institution specializes in accounting and finance services, providing assistance with property taxes, driver license and motorist services, motor vehicle registrations, Concealed Weapon Permits, and more. Our team is dedicated to providing swift and accurate service with exceptional customer service. We are easily accessible to the community through our website, social media, communications center, and three regional service centers. We are committed to serving the residents of Lake County and look forward to assisting you with your financial needs. Additionally, we are proud supporters of the Florida Veterans Foundation and strive to ensure that no Florida veteran is left behind. Our office is a 501(C)(3) Public Charity and we are dedicated to upholding the highest standards of accountability and transparency. For more information, please visit www.helpflvets.org or contact us at P. O. Box 1058, Tallahassee, FL 32302.
Gustavo A Viera CPA
Gustavo A Viera CPA is a renowned accounting and finance institution located at 9780 East Indigo Street, Miami, Florida, United States. The institution offers a range of services, including financial audits for domestic and multinational companies such as Ford and Samsung. The team at Gustavo A Viera CPA is led by a Senior Audit Manager who oversees all aspects of engagements, from planning to financial preparation. The institution also offers services such as Chief Operating Officer and Director of Finance for the Latin America Region, providing expertise in overseeing financial activities, budgeting, and risk management for companies in the region. Outsourcing accounting services to Gustavo A Viera CPA offers numerous benefits, including cost reduction, quality of work, focus on core areas, access to a pool of expertise, and faster turnaround times. The institution also provides tax services to help clients navigate tax season with ease. Gustavo A Viera CPA is authorized to meet specific financial requirements set by the Florida Statutes and ensures that all financial statements are prepared in accordance with generally accepted accounting principles (GAAP).
Accountants in Miami
Accountants in Miami is a prestigious institution located at 8950 Southwest 74th Court, Miami, Florida, United States. Specializing in accounting and finance, the institution offers a range of services to domestic and multinational companies, including financial audits for companies such as Ford and Samsung. The team at Accountants in Miami includes experienced professionals in various positions, such as Senior Audit Manager, Chief Operating Officer, and Director of Finance for the Latin America Region. Outsourcing accounting services to Accountants in Miami can provide numerous benefits to businesses, including cost reduction, quality of work, focus on core areas, access to a pool of expertise, and faster turnaround times. The institution also offers Tax Services to help alleviate the stress and anxiety that often comes with tax season.
Hartman Blitch & Gartside Certified Public Accountants
Hartman Blitch & Gartside Certified Public Accountants, located at 6817 Southpoint Parkway in Jacksonville, Florida, is a trusted institution with over 90 years of experience in providing insightful tax preparation and financial planning services to individuals, families, and businesses. With a modern approach to serving clients, HBG CPAs utilize state-of-the-art tools and their expertise to ensure a profitable and worry-free future for their clients. With offices in the Southpoint area of Jacksonville and the Jacksonville Beaches, HBG CPAs offer exclusive Next Chapter advisory services for businesses, helping them achieve their growth goals through personalized counsel and customized tools. The firm is known for its high-tech yet high-touch approach, providing nimble and proactive services to clients across the region.
Gulf Coast Accounting Services, LLC - Destin
Gulf Coast Accounting Services, LLC in Destin is a reputable accounting and finance institution located at 256 North Driftwood Bay in Miramar Beach, Florida. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the Gulf Coast region. From tax preparation and bookkeeping to financial consulting and payroll services, Gulf Coast Accounting Services is dedicated to providing top-notch financial solutions tailored to meet the needs of their clients. Trustworthy and reliable, this institution is committed to helping their clients achieve their financial goals.
Gulf Coast Accounting
Gulf Coast Accounting is a leading accounting and finance institution located at 28411 Del Lago Way in Bonita Springs, Florida, United States. Our team of expert accountants and financial advisors provide a wide range of services to individuals and businesses in the Gulf Coast region. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and success. Whether you need help with tax preparation, bookkeeping, financial planning, or other accounting services, Gulf Coast Accounting is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you with your financial needs.
American Venture Solutions
American Venture Solutions (AVS) is a Miami-based investment immigration company that offers reliable EB-5 Investment opportunities to accredited foreign investors and their families looking to obtain permanent residency in the United States. AVS is the only USCIS-approved Regional Center that exclusively offers projects owned and controlled by a Forbes-400 U.S. operating partner group. Operating in full U.S. Securities and Exchange Commission compliance, AVS works with vetted attorneys and financial advisors to assist qualified investors in the EB-5 Program. One of AVS's first EB-5 projects, Lake Point Holdings, funded a limestone quarry near Lake Okechobee in Florida. The company also offers investment opportunities in job-creating enterprises like heavy materials transport through projects such as Lake Point Logistics Limited Partnership.
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