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TOP 30 Retirement savings plans in Florida
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Christina Coen - Raymond James
Christina Coen - Raymond James is a leading financial institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is dedicated to providing personalized solutions tailored to your individual needs. Trust Christina Coen - Raymond James to help you navigate the complexities of the financial world and secure your financial future.
Merrill Lynch Financial Advisor Edward Bastidas
specific investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. Merrill Lynch Financial Advisor Edward Bastidas, located at 355 Alhambra Circle in Coral Gables, Florida, is dedicated to helping clients achieve their long-term financial goals. Through personalized one-on-one consultations, clients can develop a financial strategy tailored to their individual needs and aspirations. The institution offers services such as wealth transfer, retirement planning, education funding, and investment management.
Julie Betoni - Raymond James
Julie Betoni - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Julie Betoni - Raymond James offers expert guidance and tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.
AXA Advisors, LLC
AXA Advisors, LLC is a finance institution located at 225 Water Street in Jacksonville, Florida, United States. As a leading provider of financial services, AXA Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of knowledgeable advisors, AXA Advisors is dedicated to providing personalized solutions and expert guidance to help clients secure their financial future. Whether you are planning for retirement, saving for college, or protecting your assets, AXA Advisors is committed to helping you make informed decisions and build a strong financial foundation.
Edward Jones - Financial Advisor: Stephen G Sanders III, CRPC™
Edward Jones - Financial Advisor: Stephen G Sanders III, CRPC™ is a reputable financial institution located at 9823 Tapestry Park Circle in Jacksonville, Florida, United States. As a Certified Retirement Planning Counselor (CRPC™), Stephen G Sanders III is dedicated to providing personalized financial advice and guidance to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is committed to helping you make informed financial decisions. With a focus on building long-lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephen G Sanders III, CRPC™ is a trusted partner in helping clients secure their financial future.
Chris Leeper - Raymond James
Chris Leeper - Raymond James is a finance institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, we are here to help. Visit us at 9822 Tapestry Park Circle to learn more about how we can assist you in reaching your financial aspirations.
Cory Nye - Financial Advisor, Ameriprise Financial Services, LLC
Cory Nye is a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, United States. Cory Nye holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cory Nye's expertise and commitment to providing comprehensive financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for specific circumstances such as divorce or military service, Cory Nye has the knowledge and skills to help you achieve your financial goals. Contact Cory Nye at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS™
Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS™ is a reputable financial institution located at 463155 State Road 200 in Yulee, Florida, United States. Specializing in providing personalized financial planning services, Jodi Collins is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) who is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jodi Collins and her team are committed to providing expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Onycha Baker
Merrill Lynch Financial Advisor Onycha Baker is a finance institution located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial approaches to help clients pursue their goals, whether it's retirement planning, saving for a home, funding education, or wealth transfer. The Monahan & Todd Wealth Management Group at Merrill focuses on advising high net worth families, professionals, and business leaders in retirement planning, asset preservation, and wealth transfer. They provide customized wealth solutions based on client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The institution believes in staying updated with changes in clients' lives and financial markets to help them achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients and offer personalized investment strategies. They focus on getting to know clients and their financial situations to design approaches that reflect their unique needs and priorities. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals.
Jacob Luther - Regions Financial Advisor
Jacob Luther - Regions Financial Advisor is a trusted institution located at 9356 San Jose Boulevard in Jacksonville, Florida. Jacob Luther is a Financial Advisor with Regions Investment Solutions, dedicated to helping clients with their immediate financial needs as well as developing a comprehensive strategy for long-term financial goals. As a trusted partner, Jacob Luther aims to make the journey towards financial success as easy as possible for clients. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc.
Edward Jones - Financial Advisor: Brandon J Danielson
Edward Jones - Financial Advisor: Brandon J Danielson is a reputable financial institution located at 13241 Bartram Park Boulevard in Jacksonville, Florida, United States. As a trusted financial advisor, Brandon J Danielson provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Brandon J Danielson is dedicated to providing top-notch financial guidance and support. Whether you are planning for retirement, saving for education, or investing for the future, Brandon J Danielson and his team are here to help you navigate the complex world of finance with confidence.
Merrill Lynch Financial Advisor Stephanie L Shelton
Merrill Lynch Financial Advisor Stephanie L Shelton, located at 50 North Laura Street in Jacksonville, Florida, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, including experienced individuals like Jim, focuses on performance analysis, portfolio strategies, and ongoing investment research to ensure clients are prepared to capitalize on opportunities. With a commitment to understanding your goals and priorities, Merrill Lynch Wealth Management Advisors offer personalized financial approaches tailored to your unique needs. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the team can help you create a plan to manage, grow, and preserve your wealth. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to address your financial needs and help you achieve your goals. Whether you're planning for retirement, saving for a home, or preparing to pass on your wealth to future generations, Merrill Lynch Financial Advisor Stephanie L Shelton is here to help you navigate the complexities of your financial life and build a customized investment approach to pursue your aspirations.
Ellisor Wealth Management - Ameriprise Financial Services, LLC
Ellisor Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. They offer complimentary initial consultations to discuss retirement planning and other financial goals. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. Clients can explore the Retirement InteractiveSM tool to address common retirement concerns such as income sustainability and market fluctuations. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution values referrals and is committed to helping friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.
Fox, Forrestel & Associates - Ameriprise Financial Services, LLC
Fox, Forrestel & Associates - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer a range of financial services including investment advice, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. They prioritize what is most important to each client, whether it be retirement planning, education savings, or major purchases. The institution values privacy and security, with strict rules and regulations in place to protect client information. Clients can refer friends or family members to the institution for assistance in achieving their financial goals.
Olivia Ade - Financial Advisor, Ameriprise Financial Services, LLC
Olivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.
Amy Woodson - WMC Financial Advisor
Amy Woodson - WMC Financial Advisor is a reputable financial institution located at 4345 Southpoint Boulevard in Jacksonville, Florida, United States. Specializing in providing expert financial advice and guidance, Amy Woodson and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and tailored solutions, they offer a range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Amy Woodson - WMC Financial Advisor is committed to providing you with the expertise and support you need.
Merrill Lynch Financial Advisor E Lee Bledsoe
Merrill Lynch Financial Advisor E Lee Bledsoe is located at 50 North Laura Street in Jacksonville, Florida, United States. Supported by the global resources of Merrill, the team at Bledsoe Baker Busch & Associates is committed to building strong client relationships based on trust and personalized service. Jim, a key member of the team, focuses on performance analysis of various asset classes and development of portfolio strategies. With a bachelor's degree in business and the Certified Investment Management Analyst® designation, Jim conducts ongoing investment research to help clients capitalize on available opportunities. The institution offers personalized financial advice and services to help clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, the team at Merrill Lynch aims to understand clients' investing preferences and customize financial approaches accordingly. The institution also provides tools to help clients track changes in their lives and financial goals. By working closely with clients to design and implement personalized plans, the team at Merrill Lynch strives to help clients manage, grow, and preserve their wealth. With a focus on understanding clients' priorities and providing tailored solutions, Merrill Lynch Financial Advisor E Lee Bledsoe is dedicated to helping clients achieve their financial aspirations.
Edward Jones - Financial Advisor: David E McDonough, CFP®
Edward Jones - Financial Advisor: David E McDonough, CFP® is a reputable financial institution located at 13171 Atlantic Boulevard in Jacksonville, Florida. As a Certified Financial Planner, David E McDonough offers expert advice and personalized financial planning services to clients seeking to achieve their financial goals. With a focus on building long-term relationships and providing sound investment strategies, Edward Jones is a trusted partner for individuals looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, David E McDonough and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Andrew Newton, AAMS™
Edward Jones - Financial Advisor: Andrew Newton, AAMS™ is a reputable finance institution located at 95766 Amelia Concourse in Fernandina Beach, Florida, United States. Andrew Newton, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for education, or investing for the future, Andrew Newton and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Nicklas Wealth Management
Nicklas Wealth Management is a premier financial institution located at 501 Centre Street in Fernandina Beach, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide expert guidance and tailored solutions to help you succeed. Trust Nicklas Wealth Management to navigate the complexities of the financial world and secure your financial future.
Linda H. MacLeod, AAMS™ - Raymond James
Linda H. MacLeod, AAMS™ - Raymond James is a finance institution located at 1416 Park Avenue in Fernandina Beach, Florida, United States. With a focus on providing personalized financial services, Linda H. MacLeod, AAMS™ - Raymond James offers expertise in investment management, retirement planning, and wealth management. Their team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Jason York
Edward Jones - Financial Advisor: Jason York is a renowned financial institution located at 14595 Philips Highway in Jacksonville, Florida, United States. Specializing in personalized financial planning and investment services, Jason York and his team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jason York provides expert guidance and tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Jason York and his team are committed to providing top-notch financial advice and exceptional service.
Merrill Lynch Financial Advisor Tony Recco
Merrill Lynch Financial Advisor Tony Recco, located at 50 North Laura Street in Jacksonville, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution offers a comprehensive approach to financial management. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their financial goals while managing investment risk. By understanding each client's unique needs and aspirations, the institution aims to create a customized plan designed to help clients achieve their long-term financial objectives. With a range of certifications and expertise, including the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations, Merrill Lynch Financial Advisor Tony Recco is equipped to provide clients with the guidance and support they need to navigate the complexities of the financial markets. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping clients make informed decisions that align with their personal goals. With a focus on building long-term relationships and staying attuned to clients' changing needs, Merrill Lynch Financial Advisor Tony Recco is committed to helping clients achieve their financial aspirations.
World Financial Group Inc.
World Financial Group Inc. is a leading financial institution located at 8081 Philips Highway in Jacksonville, Florida, United States. As a finance institution, World Financial Group Inc. offers a wide range of financial services to individuals and businesses, including investment planning, retirement savings, insurance, and wealth management. With a team of experienced financial advisors, World Financial Group Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, World Financial Group Inc. is committed to providing personalized financial solutions tailored to your specific needs.
Phillip Batchelder - Prudential Financial
Phillip Batchelder - Prudential Financial is a reputable finance and insurance agency located at 701 San Marco Boulevard in Jacksonville, Florida, United States. With a focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Phillip Batchelder - Prudential Financial is committed to delivering personalized and professional service to each client, ensuring they receive the best possible advice and support. Whether you are looking for investment advice, retirement planning, or insurance coverage, Phillip Batchelder - Prudential Financial is the go-to institution for all your financial needs.
Deanna Hartwell - Ameriprise Financial Services, LLC
Deanna Hartwell - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, retirement planning, estate planning, and other financial services. They are committed to upholding a code of ethics and providing personalized financial solutions to meet the needs of individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, the team at Deanna Hartwell - Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals.
Edward Jones - Financial Advisor: Deborah Lennon, AAMS™
Edward Jones - Financial Advisor: Deborah Lennon, AAMS™ is a reputable finance institution located at 46 Tuscan Way in St. Augustine, Florida, United States. Deborah Lennon, a certified AAMS™ advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Deborah Lennon and the team at Edward Jones are dedicated to helping clients navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Deborah Lennon, AAMS™ is committed to providing tailored solutions to meet your financial needs.
VyStar Investment Services
VyStar Investment Services is a financial institution located at 76 South Laura Street in Jacksonville, Florida. As a part of VyStar Credit Union, we offer a wide range of investment services to help our members reach their financial goals. Whether you're looking to save for retirement, plan for your children's education, or simply grow your wealth, our experienced financial advisors are here to assist you every step of the way. Visit us at our convenient location or utilize our online services to take control of your financial future.
Troy L Bankston - Financial Advisor, Ameriprise Financial Services, LLC
Troy L Bankston - Financial Advisor, Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, is a trusted institution in the finance industry. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. With a focus on personalized financial advice, Troy L Bankston takes the time to understand your goals and priorities, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Ameriprise helps clients feel more confident and in control of their financial future. Ameriprise provides a complimentary initial consultation to individuals interested in improving their financial well-being. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by Member FINRA and SIPC. Troy L Bankston is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.
Kevin Driscoll CFP / The Driscoll Group Inc.
Kevin Driscoll CFP / The Driscoll Group Inc. is a leading financial institution located in Jacksonville, Florida. With a focus on providing comprehensive financial planning services, Kevin Driscoll and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, the experienced professionals at The Driscoll Group Inc. can provide personalized guidance and strategies to help you succeed. Visit their office at 8825 Perimeter Park Boulevard to learn more about how they can assist you in managing your finances and securing your financial future.
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