TOP 30 Retirees financial needs in Davie, Florida

Davis Financial Group is a finance institution located at 115 North Seminole Avenue in Inverness, Florida, United States. We specialize in creating custom plans to help you preserve your assets and achieve the life of your dreams. As a client of Davis Financial Group, you are not just a number, you are part of our family. During a meeting with us, you will have the opportunity to share your goals and dreams, allowing us to fully understand your vision for retirement. With your goals in mind, we will create a personalized Davis Financial Group Plan to help turn your retirement dreams into actionable steps.

Merrill Lynch Financial Advisor Frank E Davis is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. Davis, Westerburg & Associates believe in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique needs. They offer access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their financial objectives. They specialize in retirement income planning, estate planning, and working with intergenerational families and professional practices. The team is dedicated to providing personalized service and building strong client relationships based on trust. Clients can expect collaboration, communication, and customization in their wealth management strategies. The Merrill Lynch team also hosts tailgate events for Florida Gators fans and college football enthusiasts, welcoming all to join in the fun. With Merrill Lynch Financial Advisor Frank E Davis, clients can expect personalized financial planning and support to help them achieve their goals.

Coralia "Corie" Jennings is an independent health insurance agent located at 481 Sumter Avenue in Davie, Florida. As a dedicated professional in the insurance industry, Corie specializes in helping individuals and families find the right health insurance coverage to meet their needs. With a commitment to personalized service and attention to detail, Corie works closely with clients to navigate the complex world of health insurance and find the best options available to them. Whether you are looking for individual coverage, family plans, or assistance with Medicare, Corie Jennings is here to help you every step of the way. Contact her today to schedule a consultation and take the first step towards securing your health and financial future.