Retirement fund in Florida
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Merrill Lynch Financial Advisor Daniel Corrigan Fine
● OpenMerrill Lynch Financial Advisor Daniel Corrigan Fine is a finance institution located at 355 Alhambra Circle in Coral Gables, Florida, United States. Their financial planning process is centered around your goals and priorities, starting with a conversation to understand what matters most to you. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. With access to the global resources of Merrill and banking solutions from Bank of America, their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis, they can customize a financial approach tailored to your unique needs and goals. They believe in staying connected with you over time to adjust your approach as your life and goals evolve. Let Merrill Lynch Financial Advisor Daniel Corrigan Fine help you achieve your financial goals and navigate the complexities of your financial life.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Rebecca Samandar
● OpenMerrill Lynch Financial Advisor Rebecca Samandar, located at 701 Brickell Avenue, Miami, Florida, United States, offers personalized financial strategies to help clients pursue their long-term goals. Whether it's wealth transfer, retirement planning, or funding education, the institution works one-on-one with clients to understand their priorities and provide tailored solutions. Using the Investment Personality Assessment, the team at Merrill Lynch gets to know clients on a deeper level to customize financial approaches. With access to Merrill's investment insights and banking solutions from Bank of America, clients can develop a plan to manage, grow, and preserve their wealth. The team is committed to building strong client relationships based on trust and personalized service. Through ongoing discussions and updates, clients can stay on track to achieve their financial goals. As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the complexities of their financial lives and build customized investment approaches. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Rebecca Samandar is dedicated to helping clients achieve their goals.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Alan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAlan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. The institution has a team of professionals with various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice on asset management, retirement planning, estate planning, investment opportunities, and more. Whether you are an individual looking to secure your financial future or a small business owner seeking investment strategies, Alan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC, can provide the expertise you need.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Daniel Landrau - Complex Director, Ameriprise Financial Services, LLC
● OpenDaniel Landrau is the Complex Director at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and insurance products. Daniel Landrau is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Atif Sakrani - TIAA Wealth Management Advisor
● OpenAtif Sakrani - TIAA Wealth Management Advisor is a leading financial institution located in Coral Gables, Florida. With a focus on providing personalized wealth management services, Atif Sakrani and his team offer expert financial advice to help individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Atif Sakrani - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit their office at 20 Giralda Avenue to learn more about how they can help you secure your financial future.
20 Giralda Ave, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Michael R Cannegieter
● OpenMerrill Lynch Financial Advisor Michael R Cannegieter is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. The Cannegieter Wealth Management Group believes in building strong relationships through teamwork and involvement. Their advisors, wealth management client associates, and access to global investment capabilities of Merrill and banking convenience of Bank of America aim to be your primary source for financial advice and guidance. They focus on understanding your needs and goals, creating personalized plans to help you pursue financial success while managing investment risk. The institution offers personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help you achieve your financial goals. Their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are dedicated to helping you navigate the financial landscape and achieve what's most important to you.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Wilgberto E Gonzalez
● OpenMerrill Lynch Financial Advisor Wilgberto E Gonzalez, located at 701 Brickell Avenue in Miami, Florida, is a prestigious institution in the finance industry. Our team of experienced and talented advisors is committed to providing exemplary client service, setting the standard for excellence in the industry. Our advisors have received recognition from financial industry publications like Forbes, showcasing our dedication to personalized service and trust-based relationships. We believe in working collaboratively with our clients to develop personalized investment strategies that align with their goals and priorities, no matter the financial environment.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Thomas x Lequerica
● OpenMerrill Lynch Financial Advisor Thomas X Lequerica is a trusted institution located at 701 Brickell Avenue, Miami, Florida, United States. Specializing in finance, their team of experienced professionals is dedicated to helping clients create wealth for the future, preserve it, and implement charitable funds. With over 23 years at Merrill and a wealth management background spanning over 35 years, the Lequerica Group offers personalized financial advice on a global scale. By starting with a conversation to understand your goals and priorities, Merrill Lynch Financial Advisor Thomas X Lequerica can create a customized financial approach tailored to meet your needs. Through the Investment Personality Assessment, they gain insights into how you think and feel about investing, allowing them to provide you with resources and strategies to help you pursue what matters most to you.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Joao Alvarez
● OpenMerrill Lynch Financial Advisor Joao Alvarez, located at 701 Brickell Avenue, Miami, Florida, United States, is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. The institution focuses on understanding each individual's unique needs and aspirations, offering one-on-one guidance to create tailored plans that address financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joao Alvarez is committed to building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to achieve what matters most to them. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch Financial Advisor Joao Alvarez is dedicated to helping clients achieve their goals and live their best financial life.
701 Brickell Ave 18th Floor, Miami, FL 33131, United States -
Lonnie Gordon Financial Group
● OpenThe Lonnie Gordon Financial Group is a prominent financial institution located at 4400 Biscayne Boulevard in Miami, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how the Lonnie Gordon Financial Group can help you reach your financial goals.
4400 Biscayne Blvd, Miami, FL 33137, United States -
Merrill Lynch Financial Advisor Fernando A Coello de Portugal
● OpenMerrill Lynch Financial Advisor Fernando A Coello de Portugal is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. As part of the New York International Group, we believe in building strong relationships through teamwork and involvement. Our advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America to provide you with comprehensive financial advice and guidance. Our mission is to understand you and your financial goals, asking thoughtful questions and listening carefully to create a personalized plan to help you pursue your aspirations while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.
701 Brickell Ave 10th floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Mario Black
● OpenMerrill Lynch Financial Advisor Mario Black is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Mario Black, a Chartered Financial Analyst, is dedicated to providing excellent service and personalized investment strategies tailored to your goals and priorities. With Merrill Personal Wealth Analysis™, Mario can help you build a personalized plan focused on what you want to achieve. By understanding what matters most to you, Mario can help you manage, grow, and preserve your wealth while also considering the impact for years to come. The institution offers a range of financial solutions and investment insights to help you achieve your goals. Mario Black is registered to do business in DE, FL, and WY. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. With a dedicated advisor by your side, you can receive personalized strategies and comprehensive financial solutions to help you live your best financial life.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Josie Edmonds - Registered Practice Associate, Ameriprise Financial Services, LLC
● OpenJosie Edmonds is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Josie holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Josie's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals and businesses. Josie is committed to upholding the highest ethical standards and providing comprehensive financial advice to clients.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Merrill Lynch Financial Advisor Ruy de Barros Maciel
● OpenMerrill Lynch Financial Advisor Ruy de Barros Maciel is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Ruy de Barros Maciel is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Ruy de Barros Maciel can help you navigate the changing market conditions and achieve your aspirations. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed to help you pursue what matters most to you. Ruy de Barros Maciel believes in building long-lasting relationships with clients by understanding their priorities, whether it's saving for retirement, buying a home, or funding education. By utilizing the Investment Personality Assessment, Ruy de Barros Maciel can customize a financial approach that aligns with your investing preferences and goals. Regular check-ins and updates to your financial approach ensure that it reflects changes in your life and goals. The ultimate goal is to help you achieve your financial objectives and turn your aspirations into reality. Contact Ruy de Barros Maciel to start your personalized wealth management journey today.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Fernando Pepper Costa
● OpenMerrill Lynch Financial Advisor Fernando Pepper Costa is a renowned finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Whether you're planning for retirement, saving for a home, or funding a child's education, we are here to help you make investment-related decisions that align with your personal goals. With access to the investment insights of Merrill and banking solutions from Bank of America, we can help address your financial needs and adapt your approach as your life and goals change. Let us work together to help you achieve your financial goals and build a customized investment approach that suits your unique needs and priorities.
701 Brickell Ave 18th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Guy Gustavo Loret-de-Mola
● OpenMerrill Lynch Financial Advisor Guy Gustavo Loret-de-Mola, located at 701 Brickell Avenue in Miami, Florida, is a finance institution supported by the global resources of Merrill. Comprised of talented and experienced individuals, the institution is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Through conversations, the advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Lauren Salas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLauren Salas is a financial advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. She holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various aspects of finance, including asset management, estate planning, retirement planning, and investment analysis. With a strong commitment to ethics and ongoing education, Lauren Salas is dedicated to providing comprehensive and personalized financial advice to her clients.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Merrill Lynch Financial Advisor Ryan Knight
● OpenMerrill Lynch Financial Advisor Ryan Knight is a finance institution located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to changes over time. Through conversations, your advisor helps you identify and prioritize goals that matter most to you, whether it's planning for retirement, saving for a home, or funding education. By understanding your investment personality through assessments, Merrill can tailor a financial approach to help you achieve your goals. With access to investment insights and banking solutions, Merrill helps you manage, grow, and preserve your wealth. Your advisor will regularly review your goals and financial approach to keep you on track. Together, you can create a personalized plan designed to address your financial needs and turn your goals into reality. With a focus on what matters most to you, Merrill Lynch Financial Advisor Ryan Knight is committed to helping you achieve your financial aspirations.
401 E Las Olas Blvd, Fort Lauderdale, FL 33301, United States -
Merrill Lynch Financial Advisor Corey B. Daniels
● OpenMerrill Lynch Financial Advisor Corey B. Daniels, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Corey can create a flexible strategy tailored to today's market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, Corey is committed to helping you pursue your goals through personalized wealth management strategies. Corey Daniels follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations. By focusing on what matters most to you - whether it's transferring wealth, planning for retirement, or funding a child's education - Corey works to develop a financial approach that aligns with your values and priorities.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Steven Sacoolas: Primerica - Financial Services
● OpenSteven Sacoolas: Primerica - Financial Services is a reputable finance and insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida, United States. With a strong focus on providing top-notch financial services, Steven Sacoolas and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is committed to providing personalized solutions tailored to your individual needs. Trust in Steven Sacoolas and Primerica for expert financial advice and exceptional customer service.
905 E Martin Luther King Jr Dr STE 206, Tarpon Springs, FL 34689, United States -
Marco E Edmiston - Morgan Stanley
● OpenMarco E Edmiston - Morgan Stanley is a finance institution located at 100 North Tampa Street in Tampa, Florida, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Marco E Edmiston - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to providing personalized solutions tailored to your individual needs.
100 N Tampa St # 3000, Tampa, FL 33602, United States -
Money Tree Advisors
● OpenMoney Tree Advisors is a financial institution located at 8358 West Oakland Park Boulevard in Sunrise, Florida. Our team of experienced advisors is dedicated to helping our clients grow and protect their wealth through personalized financial planning and investment strategies. Whether you are looking to save for retirement, build a college fund, or simply maximize your financial potential, Money Tree Advisors is here to guide you every step of the way. Trust us to help you plant the seeds for a prosperous financial future.
8358 W Oakland Park Blvd, Sunrise, FL 33351, United States -
Bette Hochberger, CPA, CGMA
● OpenWelcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 3980 North 42nd Terrace, Hollywood, Florida, delivering cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. With a focus on industries driving South Florida’s economy, such as real estate investment and foreign investor-backed companies, Bette specializes in catering to clients with overseas business interests. Bette, an MIT alumna, supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals. As Florida’s business-friendly climate attracts talent from high-tax states, Bette offers expertise in swiftly establishing Florida domicile and minimizing taxation from former states.
3980 N 42nd Terrace, Hollywood, FL 33021, United States -
Aurora Multiservices
● OpenAurora Multiservices, located at 7706 North Florida Avenue in Tampa, Florida, is a finance institution dedicated to helping individuals and startups manage their funds and grow their investments. With hassle-free applications and easy training from the comfort of your home, Aurora Multiservices is the perfect place to become a Financial Professional today. Our team of strategy consultants are here to shape the future, focusing on building businesses on balanced foundations of empathy, foresight, insight, humanity, and technology. We treat organizations as partners, emphasizing collaboration, and our team members as family, supporting them throughout their journey.
7706 N Florida Ave, Tampa, FL 33604, United States -
McMillen & Company Tax Services
● OpenMcMillen & Company Tax Services is a reputable accounting and finance institution located at 225 South Swoope Avenue in Maitland, Florida, United States. We specialize in providing Federal & State Individual Income Tax Return preparation and e-Filing services. Our team can also assist with Tax Planning for retirement, education funding, and long-term care, as well as any outstanding IRS issues you may have. In addition, we offer comprehensive Corporate & Small Business services including Federal, State & Local Corporate Income Tax Return preparation and filing, Tax Planning, Payroll, monthly bookkeeping services, depreciation calculations, and asset tracking.
225 S Swoope Ave Suite 111, Maitland, FL 32751, United States -
Emerald LP
● OpenEmerald LP is a prestigious institution located at 244 Northwest 72nd Terrace in Miami, Florida, United States. Known for its excellence in providing top-notch financial services, Emerald LP is dedicated to helping clients achieve their investment goals and secure their financial future. With a team of experienced professionals and a commitment to transparency and integrity, Emerald LP is a trusted partner for individuals and businesses looking to grow and protect their wealth. Whether you are looking to diversify your portfolio, plan for retirement, or navigate complex financial markets, Emerald LP is here to provide expert guidance and personalized solutions tailored to your unique needs.
244 NW 72nd Terrace, Miami, FL 33150, United States -
The Vespians
● OpenThe Vespians, also known as the Village Thespians, is a senior ensemble theatrical company based in The Villages, Florida. Led by retired professional performers, this group has been entertaining the community with original comic theater productions since 2018. While tickets are free, donations are gratefully accepted at the door. The Vespians' main production is typically held in the Spring, with a smaller show in the Fall. Proceeds from their Spring productions are donated to charities, including the local Honor Flight chapter. Members of this talented ensemble take on various roles, from acting to directing and technical support. To continue their mission, The Vespians rely on donations to cover production costs and fund essential equipment purchases. Your support is greatly appreciated, and donations can be made through their GoFundMe page. Join The Vespians for a night of laughter and entertainment while supporting a great cause!
813 Eaglemont Ave, The Villages, FL 32162, United States -
Synovus Bank
● OpenSynovus Bank is a financial institution located at 8390 Navarre Parkway in Navarre, Florida, United States. As a full-service bank, Synovus offers a wide range of banking services including checking and savings accounts, loans, and investment services. With convenient ATM locations, customers can easily access their funds and manage their finances. Synovus Bank is committed to providing personalized service and helping customers achieve their financial goals.
8390 Navarre Pkwy, Navarre, FL 32566, United States -
Innovations Financial Credit Union
● OpenInnovations Financial Credit Union is a trusted financial institution located at 1038 Harrison Avenue in Panama City, Florida, United States. As a full-service credit union, we offer a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a focus on innovation and customer satisfaction, Innovations Financial Credit Union is dedicated to helping our members achieve their financial goals.
1038 Harrison Ave, Panama City, FL 32401, United States -
Capital City Bank
● OpenCapital City Bank is a leading financial institution located at 10241 North Florida Avenue in Citrus Springs, Florida. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds anytime, anywhere. With a commitment to providing exceptional customer service and personalized financial solutions, Capital City Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Capital City Bank.
10241 N Florida Ave, Citrus Springs, FL 34434, United States
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