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TOP 30 Retirement planning for seniors in Florida
221 results found
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Melissa Bergman - Financial Advisor, Ameriprise Financial Services, LLC
Melissa Bergman is a Financial Advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. She 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®. Melissa Bergman specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is dedicated to helping clients make informed decisions and achieve their financial goals.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Merrill Lynch Financial Advisor Diego Urrutia
Merrill Lynch Financial Advisor Diego Urrutia, located at 249 Royal Palm Way in Palm Beach, Florida, offers insights, observations, and ideas to help clients pursue their financial goals. As a Senior Vice President, Mr. Urrutia provides personalized advice and guidance to ultra-high net worth individuals and their families, helping them build, preserve, and manage their wealth for future generations. With a background in technology logistics and private wealth management, Mr. Urrutia brings a unique perspective to financial planning, focusing on tailored strategies to address each client's unique needs. His team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's personal financial goals, Mr. Urrutia designs and implements personalized plans to help manage investment risk and turn goals into reality. Through conversations and the Investment Personality Assessment, clients can work with Mr. Urrutia to develop a customized financial approach that reflects their personality and life priorities. With a commitment to delivering results and creating shared value, Mr. Urrutia helps clients navigate the complexities of the financial markets and achieve their goals.
Merrill Lynch Financial Advisor Alfredo Aguirre
Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida, is a finance institution offering a range of services to meet the needs of individuals seeking wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Edward Wacks are equipped to provide expert guidance on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, the team at Edward Wacks is committed to upholding a code of ethics and delivering personalized solutions to help you achieve your financial goals. With a focus on client assessment, risk management, and investment performance, the advisors at Edward Wacks strive to provide comprehensive and tailored portfolio management services. Whether you are seeking advice on fixed-rate and variable annuities, estate planning, retirement planning, or specialized financial planning for seniors or individuals with special needs, the team at Edward Wacks has the expertise and experience to guide you through the complexities of financial planning. Contact Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Douglas I Schwartz
Merrill Lynch Financial Advisor Douglas I Schwartz is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. As your Merrill advisor, Douglas I. Schwartz, CFP®, CAIA®, CPFA, focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With a background in law and finance, Douglas is a Senior Vice President and Wealth Management Advisor who can provide traditional advice as well as personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is dedicated to helping both business owners and individuals identify their investment goals, create appropriate strategies, and implement them with a core and satellite discipline approach. Douglas has earned multiple certifications and has a strong educational background, including a Master of Business Administration from Cornell University and a Juris Doctor from Tulane University School of Law. He is committed to helping clients achieve their financial goals by understanding their investment personality and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Douglas can develop a customized financial approach that reflects your goals and values.
Bank of America Private Client Advisor Jose Pujol
Bank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.
Merrill Lynch Financial Advisor Enrique Falla
Merrill Lynch Financial Advisor Enrique Falla is located at 200 South Biscayne Boulevard in Miami, Florida. Enrique Falla, Jr. is a Senior Vice President International Wealth Advisor with over 14 years of experience in financial and sales management. He specializes in working with high net worth families and their businesses, drawing on his extensive multinational background. Enrique holds an MBA in International Business and a BA in Business Administration from the University of Miami. He is actively involved in the community and values building personalized financial plans centered on individual goals. With a focus on understanding clients' priorities and evolving needs, Enrique offers tailored investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether planning for retirement, saving for education, or managing wealth transfer, Enrique is dedicated to helping clients achieve their financial goals. Through ongoing communication and adjustments to financial approaches, Enrique aims to guide clients through life's changes and market fluctuations. As a registered advisor in multiple states, Enrique Falla is committed to providing personalized service and investment insights to help clients live their best financial life.
Home Dental To You
Home Dental To You is a convenient and comfortable dental care option located at 9079 4th Street North in St. Petersburg, Florida. We specialize in bringing quality dental care directly to your office, residence, or community, making it easy for residents of assisted living facilities, nursing homes, retirement communities, senior living centers, and rehabilitation centers to receive the dental care they need. Our experienced team of professional dentists and hygienists use the latest technology and provide the highest level of care to our patients. We work with most dental insurance plans by reimbursement, and offer concierge dental services where we treat you like family. Poor oral health can have serious implications for overall health, including cardiovascular disease, stroke, diabetes, Alzheimer's, dementia, rheumatoid arthritis, and respiratory disorders. By providing on-site dental services, we aim to improve the quality of life and health of our older patients.
Baker Financial Group
Baker Financial Group is a reputable accounting and finance institution located at 7494 Southwest 60th Avenue in Ocala, Florida, United States. With a team of experienced professionals, Baker Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust in the expertise and personalized attention provided by the team at Baker Financial Group to help them achieve their financial goals.
Grand Realty Inc.
Grand Realty Inc. is a reputable real estate agency located at 4011 Pace Road in Pace, Florida. Specializing in properties for sale or rent in Santa Rosa County, including homes, apartments, land, and foreclosures, Grand Realty's team of local realtors are experts in the Pace, Milton, and Pensacola real estate markets. Whether you are buying or selling a home, their dedicated agents and property managers are committed to making the process smooth and easy for you, providing access to all the professional services you need. Known for their in-depth local knowledge and expertise, Grand Realty's real estate agents can help you find your dream home within your budget in the beautiful neighborhoods of Pace, Milton, and Pensacola. From gated communities to senior living homes, they offer a wide range of property options to suit your needs.
The Crossings at Riverwalk
The Crossings at Riverwalk is a premier senior living community located at 190 Riverwalk Boulevard in Freeport, Florida. Our beautifully landscaped grounds and upscale amenities provide a comfortable and luxurious environment for residents to enjoy their retirement years. With a variety of living options, including independent living, assisted living, and memory care, we offer personalized care plans to meet the unique needs of each individual. Our dedicated staff is committed to providing top-notch care and support, while our engaging activities and social events ensure that residents can live life to the fullest. Come experience the exceptional lifestyle offered at The Crossings at Riverwalk.
Osprey Park 62+ Apartments and Cottages
Osprey Park 62 Apartments and Cottages is a vibrant senior living community located at 151 N Osprey Park Road in Poinciana, Florida, United States. Our beautifully landscaped grounds offer a peaceful and serene setting for residents to enjoy. Our apartments and cottages are designed with the needs of seniors in mind, featuring spacious layouts and modern amenities. Residents at Osprey Park 62 Apartments and Cottages can take advantage of a variety of on-site activities and amenities, including a fitness center, swimming pool, and community clubhouse. Our friendly staff is dedicated to providing top-notch service and creating a warm and welcoming atmosphere for all residents.
Arbors at Belleair
The Arbors at Belleair is a premier senior living community located in Clearwater, Florida. Situated at 2230 Nursery Road, our institution offers a beautiful and tranquil environment for residents to enjoy their retirement years. Our community provides a range of amenities and services including spacious living accommodations, delicious dining options, engaging activities and events, and personalized care plans to meet the individual needs of each resident. With a focus on promoting independence, wellness, and a high quality of life, the Arbors at Belleair is the perfect place for seniors to call home.
Westside Village
Westside Village is a charming institution located at 3102 Sammonds Road in Plant City, Florida. This welcoming community offers a range of services and activities for residents to enjoy, including fine dining, social events, and recreational opportunities. With a focus on creating a comfortable and engaging environment, Westside Village is the perfect place for seniors to call home. Come visit us today and see why Westside Village is a top choice for retirement living in the United States.
Presbyterian Towers Inc
Presbyterian Towers Inc is a health institution located at 430 Bay Street Northeast in St. Petersburg, Florida, United States. This facility provides high-quality healthcare services to individuals in need, with a focus on promoting wellness and improving the overall health of its residents. With a dedicated team of healthcare professionals, Presbyterian Towers Inc offers a range of medical services and programs to support the physical and mental well-being of its patients. The institution is committed to providing compassionate care and personalized treatment plans to ensure the best possible outcomes for all who seek their services.
Heritage at Tampa
Heritage at Tampa is a premier senior living community located at 5586 Granada Boulevard in Tampa, Florida. Our institution offers a luxurious and comfortable living environment for seniors looking to enjoy their retirement years in style. With a wide range of amenities and services, including fine dining, wellness programs, social activities, and personalized care plans, residents can enjoy a fulfilling and vibrant lifestyle. Our dedicated staff is committed to providing top-notch care and support to ensure the well-being and happiness of all residents. Come experience the exceptional lifestyle at Heritage at Tampa and discover the perfect place to call home in sunny Florida.
Arbours At Garden Grove
Arbours At Garden Grove is a real estate agency located at 4900 Cypress Gardens Road in Winter Haven, Florida, United States. Our website offers an optimized web accessible version for easy browsing. We use cookies to store your preferences and help you find the perfect home in our community. Our spacious floor plans include one, two, and three bedroom apartments designed for comfort, with features such as plush carpeted bedrooms, wood plank flooring, ceiling fans, walk-in closets, and fully equipped kitchens. Additional amenities include balconies or patios, central air and heating, double vanities, vaulted ceilings, and accent walls. Our pet-friendly community also welcomes furry friends. Enjoy amenities like a swimming pool, fitness center, outdoor grilling station, basketball court, and more. Conveniently located off Cypress Gardens Boulevard, our community provides easy access to essential amenities, shopping centers, entertainment options, and outdoor activities. Come and make Arbours At Garden Grove your new home today!
Windsor Manor
Windsor Manor is a premier assisted living facility located at 8610 Pine Tree Court in Tampa, Florida. Our serene and welcoming community offers personalized care and support for seniors in a comfortable and safe environment. Our dedicated staff provides round-the-clock assistance with daily tasks, medication management, and personalized care plans to ensure each resident's unique needs are met. Residents can enjoy delicious meals prepared by our culinary team, engage in a variety of activities and social events, and relax in beautifully landscaped outdoor spaces. At Windsor Manor, we strive to create a warm and inviting atmosphere where residents can thrive and enjoy their golden years with peace of mind.
Sage on Palmer Ranch
Sage on Palmer Ranch is a luxurious apartment community located in Sarasota, Florida. Situated in the heart of Palmer Ranch, this new development offers one-, two-, and three-bedroom apartment homes with modern amenities. Residents can enjoy easy access to Venice Beach and Siesta Key Beach, as well as the nearby Legacy Trail for outdoor activities. The community features a large pool with a pool shelf, outdoor kitchen, hot tub, fitness center, Cyber Café, Pickle Ball Courts, and clubhouse with billiards. Residents can relax and rejuvenate in this resort-style setting.
Vistas At Heritage Bay
Vistas At Heritage Bay is a luxurious retirement community located in Naples, Florida. Situated at 9072 Gervais Circle, this institution offers stunning views of the surrounding Heritage Bay area. Residents can enjoy a wide range of amenities, including a clubhouse, fitness center, swimming pools, and beautifully landscaped grounds. The community provides a vibrant and active lifestyle for seniors looking to enjoy their golden years in a picturesque setting. With easy access to shopping, dining, and entertainment options, Vistas At Heritage Bay is the perfect place to call home for those seeking a relaxing and upscale retirement experience.
Sandalwood Village
Sandalwood Village is a premier senior living community located at 3511 Vanderbilt Beach Road in Naples, Florida. Our beautifully landscaped grounds and modern facilities provide a comfortable and welcoming environment for residents to live their best lives. With a range of amenities and services, including restaurant-style dining, fitness programs, social activities, and personalized care plans, Sandalwood Village offers a vibrant and fulfilling lifestyle for older adults. Our dedicated staff are committed to providing exceptional care and support to our residents, ensuring their safety, well-being, and happiness. Experience the luxury and convenience of senior living at Sandalwood Village in Naples, Florida.
Villa Pines at Baymeadows
Villa Pines at Baymeadows is a senior living community located in Jacksonville, Florida. Situated at 8145 San Jose Manor Drive East, our institution offers a peaceful and welcoming environment for residents to enjoy their retirement years. Our facility provides a range of amenities and services to support the well-being and comfort of our residents, including spacious accommodations, delicious dining options, engaging activities, and personalized care plans. With a focus on promoting independence and quality of life, Villa Pines at Baymeadows is the perfect place for seniors to call home.
Calirosa Winter Park 55+ Active Adult Luxury Apartments
Calirosa Winter Park 55 Active Adult Luxury Apartments is a premier real estate agency located at 3045 Aloma Avenue in Winter Park, Florida. Our exclusive community is designed for active adults aged 55 and above, offering luxurious and modern apartment living in a beautiful setting. Enjoy upscale amenities, spacious floor plans, and a vibrant social atmosphere in our well-maintained grounds. Experience the best in senior living at Calirosa Winter Park, where comfort and convenience meet luxury and style. Come home to a place where you can live your best life in retirement.
Encore at Tradition
Encore at Tradition is a premier real estate agency located in the heart of Port St. Lucie, Florida. Our team of experienced and dedicated agents are committed to helping clients find their dream home in the beautiful community of Tradition. Whether you are looking to buy, sell, or rent a property, Encore at Tradition is here to provide exceptional service and guidance every step of the way. With a focus on personalized attention and a deep knowledge of the local real estate market, we strive to make the buying or selling process as smooth and stress-free as possible. Visit us at 8500 SW America Walks Blvd to learn more about our services and how we can help you achieve your real estate goals.
Villa Lago
Villa Lago is a luxurious senior living community located in Boynton Beach, Florida, United States. Nestled in a tranquil and picturesque setting, Villa Lago offers a wide range of amenities and services designed to enhance the quality of life for its residents. From beautifully landscaped grounds to elegant interiors, this institution provides a comfortable and welcoming environment for seniors looking to enjoy their retirement years. With personalized care plans, gourmet dining options, and a variety of recreational activities, Villa Lago is the perfect place for seniors to thrive and create lasting memories.
The Village at Gainesville
The Village at Gainesville is a health institution located at 8000 Northwest 27 Boulevard in Gainesville, Florida, United States. Our sprawling campus offers a variety of residential options, amenities, and accommodations to fit any lifestyle or budget. Whether you're seeking independent living, assisted living, or memory support, we provide the perfect balance of independence and assistance tailored to your needs. Our team is dedicated to engaging residents with memory loss in a way that preserves their choices and dignity in a safe environment, while also providing support for family members. With 19 different floor plans available, ranging from cozy efficiencies to roomy cottage homes, you're sure to find the perfect fit for your needs.
Woodmen of the World Insurance
Woodmen of the World Insurance is a trusted insurance agency located at 9050 Ashland Avenue in Pensacola, Florida, United States. With a focus on providing quality insurance products and services to individuals and families, Woodmen of the World Insurance offers a range of coverage options to meet the needs of their clients. Whether you are looking for life insurance, health insurance, or retirement planning services, their team of knowledgeable agents is dedicated to helping you find the right policy to protect you and your loved ones. Visit Woodmen of the World Insurance today to learn more about their offerings and start securing your financial future.
Moorings Park Grande Lake
Welcome to Moorings Park Grande Lake, Naples’ premier retirement community, where elegance meets exceptional living. Nestled at 7410 Little Lane, Naples, Florida, this stunning community is a collaboration between Moorings Park and London Bay Development Group, two visionaries renowned for their commitment to excellence. Moorings Park Grande Lake redefines retirement living, offering breathtaking lake and golf course views alongside unparalleled personalized healthcare services. Our community seamlessly blends natural beauty with sophisticated design, providing residents a vibrant lifestyle enriched with a plethora of amenities and activities.
Venus Med Spa
Welcome to Venus Med Spa, where your journey to enhanced beauty and wellness begins. Nestled in the heart of Clearwater, Florida, at 2543 Countryside Boulevard, our spa offers a sophisticated and welcoming environment dedicated to elevating your appearance and boosting your confidence. At Venus Med Spa, we understand that beauty is unique to each individual, and so are their skincare needs. Our expert team is passionate about helping you achieve your aesthetic goals through a blend of experience, science, and artistry. We offer a range of advanced treatments, from fillers and injectables to microneedling and chemical peels, all tailored to deliver long-lasting and effective results.
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