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TOP 30 Risk management in financial services in Dade City, FL
8 results found
A convenient service for searching for businesses, places and services
Merrill Lynch Financial Advisor Charu Narain
Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.
Manny Morin - State Farm Insurance Agent
Manny Morin - State Farm Insurance Agent is a reputable insurance agency located at 10651 North Kendall Drive, Miami, Florida. With over 20 years of experience, the Miami agency has been serving customers since 2000, specializing in helping people relocate their auto and home insurance to various areas in Miami-Dade, Broward, and Palm Beach counties. The agency offers great prices on Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Boat Insurance, Commercial Insurance, and Small Business Insurance. The team consists of 14 professional members ready to assist with any insurance needs. Additionally, the agency provides guidance on RV protection, DIY auto maintenance, retirement annuities, and pet insurance. State Farm Chairman's Circle Qualifier and Lifetime Member of the Presidents Club, Manny Morin and his team are dedicated to helping customers manage risks, recover from unexpected events, and achieve their dreams. Contact the office for a free quote and personalized assistance with insurance and financial services.
Jordan Paul - State Farm Insurance Agent
Jordan Paul - State Farm Insurance Agent is a reputable insurance agency located at 6820 Lyons Tech Cir, Coconut Creek, Florida. The agency offers a wide range of insurance services including car, home, renters, life, health, golf cart, UTV, boat, and business insurance. The office is conveniently located off Lyons Road, just half a mile north of the Coconut Creek Promenade. As April is Distracted Driving Awareness month, the agency emphasizes the importance of checking auto insurance liability coverage to ensure proper protection for you and your family. The friendly staff at Jordan Paul State Farm Agency is dedicated to assisting individuals and families in Broward, Palm Beach, and Miami-Dade counties, as well as other areas across Florida.
Nancy Wolfe-Smith - State Farm Insurance Agent
Nancy Wolfe-Smith - State Farm Insurance Agent is located at 7803 Southwest 6th Court, Plantation, Florida, United States. This insurance agency is conveniently situated close to the Broward Mall and The Fountains, between University and Pine Island. The goal of the institution is to simplify your insurance needs, including car, home, condominium, renters, life, and motorcycle insurance. The team at Nancy Wolfe-Smith - State Farm Insurance Agent is available 24/7 by phone or in person to assist you with all your insurance requirements. They cater to all real-life problems, not just auto or home insurance, and serve clients in Broward County, Miami-Dade County, Collier County, Palm Beach County, and all of Florida. The team at Nancy Wolfe-Smith - State Farm Insurance Agent is bilingual and dedicated to ensuring you and your family have the protection and peace of mind you need. They offer a range of insurance options, including life insurance, health insurance, umbrella insurance, coverage for jewelry and fine arts, small business insurance, workers' compensation, rental properties, and even pet insurance. The team is passionate about providing exceptional and friendly service to clients in Plantation, Sunrise, Tamarac, Coral Springs, Lauderhill, Davie, Weston, Miramar, Hollywood, Southwest Ranches, Cooper City, Wilton Manors, Pembroke Pines, Pompano Beach, Parkland, Fort Lauderdale, Lauderdale Lakes, and beyond.
Beverly Crawford - State Farm Insurance Agent
Beverly Crawford - State Farm Insurance Agent is a reputable insurance agency located at 7950 Northwest 155th Street in Miami Lakes, Florida. With over 32 years of experience in the Insurance and Financial Services Industry, Beverly Crawford has been serving Florida residents for the last 24 years, offering a wide range of suitable products to meet their unique needs. The agency provides various insurance products such as Personal Liability Insurance Coverage, pet insurance, E&O insurance, professional liability coverage, health insurance, boat insurance, RV coverage, and motorcycle insurance. The bilingual English, Spanish, French & Creole team of Insurance Account Representatives are dedicated to understanding your needs and helping you make informed decisions.
George Meroni - State Farm Insurance Agent
George Meroni - State Farm Insurance Agent is an insurance agency located at 1801 North Krome Avenue in Homestead, Florida. The agency offers a variety of insurance products including Auto, Renters, Homeowners, Boat, and Life Insurance. The team at George Meroni is dedicated to providing personalized service to individuals and families in South Dade, Homestead, Florida City, and the FL Keys. With over 175 years of collective experience, the team is committed to delivering exceptional service and building lasting relationships with customers. The agency's mission is to help customers successfully manage the risks of everyday life, recover from the unthinkable, and realize their dreams. Whether you need assistance with Auto Insurance, Home Insurance, Boat Insurance, or Life Insurance, George Meroni - State Farm Insurance Agent is here to help. Contact us today for a complimentary Insurance and Financial Review to ensure you have the right coverage in place.
Jimmy Burkhart - State Farm Insurance Agent
Jimmy Burkhart - State Farm Insurance Agent is a reputable insurance agency located at 10709 Southwest 104th Street in Miami, Florida. Situated in Killian Professional Village next to Miami Dade College Kendall Campus, our agency proudly serves The Falls, Kendall, Palmetto Bay, Pinecrest, and all of Miami and the entire State of Florida. As a State Farm Insurance Agent since 2001 and a lifelong resident of Kendall, I am committed to providing top-notch customer service and assisting with all of your insurance needs. With a team of agents boasting over 100 years of combined insurance experience, we offer a wide range of insurance products including Auto, Motorcycle, Home, Flood, Condo, Renters, Business, and Life insurance.
EnFiCIA CPS Inc
EnFiCIA CPS Inc is a finance institution located at 13960 7th Street, Dade City, Florida, United States. We specialize in Contract Oversight Technical Specialist (COTS) services, providing management, compliance, and support for contract standards and delivery to federal, state, and local agencies. Our team of specialists offers unbiased recommendations and guidance based on financial risks and harm, with a focus on housing and financial servicing regulators. We conduct outreach to various communities and provide financial literacy through workshops and webinars. As a Florida-based for-profit organization, we advocate for consumer redress and offer bilingual support in English and Spanish. Our experienced advocates offer guidance for first-time home buyers and existing homeowners, helping them navigate current market conditions. Contact us for a free consultation and let us help you protect your financial interests.
- Financial consulting
- Financial advisor
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Tax consultant
- risk management in financial services in Coconut Creek
- risk management in financial services in Homestead
- risk management in financial services in Miami
- risk management in financial services in Miami Lakes
- risk management in financial services in Plantation
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