Retirement planning for business owners in Coral Springs, Florida

Parlin Insurance Agency, located at 24520 Production Circle in Bonita Springs, Florida, has been a trusted family-owned and operated business since 1980. We pride ourselves on providing the best coverages, premiums, and service to each of our insureds, one policy at a time. Unlike larger insurance companies that promise savings with a quick phone call, we believe in the value of personal relationships with our clients. Our experienced agents, including owner Dee Parlin, a Certified Insurance Counselor (CIC), are dedicated to getting to know you and your insurance needs. We offer a wide range of insurance options, including homeowners, auto, commercial, life, and health policies.

Kelly Richards State Farm Insurance Agency, located at 2220 Logan Boulevard North in Naples, Florida, is a trusted insurance agency serving the communities of Naples, Bonita Springs, Ft Myers, Cape Coral, and surrounding areas. The agency offers a range of insurance products including car insurance, home insurance, life insurance, business insurance, and supplemental health insurance. With a team of knowledgeable and friendly professionals, the agency is committed to providing personalized service to meet the needs of each client. Kelly Richards, the agency owner, is a Florida State University graduate with a passion for serving the community. Alongside her dedicated team, Kelly is focused on providing professional advice and assistance to help clients protect what matters most to them. The agency also offers services in Spanish and provides notary services for added convenience.

Merrill Lynch Wealth Management is a finance institution located at 3301 North University Drive, Coral Springs, Florida, United States. The branch offers personalized financial strategies and guidance for individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment advice, the advisors at Merrill Lynch are dedicated to helping clients achieve their long-term financial goals. Additionally, the branch is actively involved in supporting local communities through volunteerism and charitable outreach. As a client of Merrill Lynch, you have access to industry-skilled advisors, investing insights, and a range of wealth management services to help you navigate market fluctuations and achieve your financial objectives. Whether you are a seasoned professional or considering a career as a financial advisor, Merrill Lynch provides training, mentoring, and technology to support your growth and success. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.

Kristen Hernandez is a Financial Advisor at Ameriprise Financial Services, LLC located at 210 North University Drive, Coral Springs, Florida, United States. Kristen holds various certifications such as 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®. Kristen's expertise includes asset management, estate planning, retirement planning, investment management, risk management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Kristen is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.