Risk management planning in Orange City, FL
32 results found
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Polley Wealth Management
● ClosedPolley Wealth Management, located in Orlando, Florida, is a finance institution dedicated to providing tailored solutions for affluent and high net worth individuals. Our team of seasoned professionals offers sophisticated strategies to optimize investments and address all aspects of financial well-being, including tax optimization, estate planning, risk management, and philanthropic initiatives. We prioritize exceptional service, building long-term relationships based on trust, integrity, and open communication. As an independent, fiduciary financial advisor, we provide unbiased advice and personalized wealth planning, including retirement income planning, education planning, and advanced tax planning. Our unique offering allows us to work with clients through every stage of life, utilizing institutional-class money managers for the best-in-class investment solutions. Don't wait to prioritize your financial future - contact us at 250 N. Orange Ave., Suite 1116, Orlando, Florida 32801, United States, for expert guidance and support.
250 N Orange Ave UNIT 1116, Orlando, FL 32801, United States -
Marilyn Vazquez - TD Wealth Relationship Manager
● ClosedMarilyn Vazquez - TD Wealth Relationship Manager is a finance institution located at 2405 South Orange Avenue, Orlando, Florida, United States. As part of TD Wealth, clients have access to a wide range of banking, lending, investment, and trust services through TD Bank. With over 175 Advisors ready to connect with clients, TD Wealth provides personalized financial solutions tailored to individual needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. TD Investment Services (US) offers non-bank products and services, while TD Automated Investing and TD Automated Investing Plus are digital platform offerings. High Net Worth and TD Investment Services (US) provide fully managed account options. Epoch Investment Partners, Inc. is a registered investment adviser that offers investment management services to TD Wealth clients. TD Wealth Management Services Inc., an insurance agency, also offers insurance products. Please read the Legal Disclaimers for more information.
2405 S Orange Ave, Orlando, FL 32806, United States -
Mouly Financial Management, Inc.
● ClosedMouly Financial Management, Inc. is a finance institution located at 12401 Orange Drive in Davie, Florida, United States. Specializing in financial planning and management services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to make informed financial decisions. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Mouly Financial Management, Inc. is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
12401 Orange Dr #223, Davie, FL 33330, United States -
DOET SERVICES LLC
● ClosedDOET Services LLC is a comprehensive institution located at 1730 Kingsley Avenue in Orange Park, Florida, United States. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch solutions for all your financial and insurance needs. With a focus on personalized service and attention to detail, DOET Services LLC is committed to helping individuals and businesses achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you in managing your finances and securing your future.
1730 Kingsley Ave Suite F, Orange Park, FL 32073, United States -
Orlando Insurance Group, Inc.
● ClosedOrlando Insurance Group, Inc. is a reputable insurance agency located at 5104 North Orange Blossom Trail in Orlando, Florida. With a commitment to providing top-notch insurance solutions and personalized service, they have become a trusted choice for individuals and businesses in the area. Their team of experienced agents is dedicated to helping clients find the right coverage to meet their unique needs and budget. Whether you are looking for auto, home, life, or business insurance, Orlando Insurance Group, Inc. is here to help. Visit their office today to learn more about their comprehensive insurance options and see why they are a leading insurance agency in the Orlando area.
5104 N Orange Blossom Trl #218, Orlando, FL 32810, United States -
Ballator Insurance Group
● ClosedBallator Insurance Group is a leading insurance agency located at 20 North Orange Avenue in Orlando, Florida, United States. With a team of experienced professionals, Ballator Insurance Group offers a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, health, or commercial insurance, Ballator Insurance Group is dedicated to providing personalized solutions to protect what matters most to you. Contact us today to learn more about how we can help you secure your future.
20 N Orange Ave # 500, Orlando, FL 32801, United States -
PrimeOBGYN
● ClosedPrimeOBGYN is a leading healthcare institution located at 1111 South Orange Avenue in Orlando, Florida, United States. Specializing in obstetrics and gynecology, our team of expert doctors provides comprehensive care and personalized treatment options for women of all ages. With a focus on promoting women's health and wellness, PrimeOBGYN offers a range of services including prenatal care, annual exams, family planning, and menopause management. Our state-of-the-art facility and compassionate staff ensure that every patient receives the highest quality care in a comfortable and supportive environment. Visit PrimeOBGYN today and experience excellence in women's healthcare.
1111 S Orange Ave, Orlando, FL 32806, United States -
Rachel Humphrey, MD
● ClosedRachel Humphrey, MD is a renowned perinatologist located at 2415 North Orange Avenue in Orlando, Florida. As the Director of AdventHealth for Women's Maternal-Fetal Medicine Program, Dr. Humphrey specializes in high-risk pregnancies, genetic screening, and comprehensive maternity care. Her expertise also includes fetal and maternal testing, delivery care, multiple gestation management, and prenatal counseling. Patients benefit from her compassionate approach to maternal care and have access to advanced diagnostic tools at AdventHealth Orlando. Dr. Humphrey is a board-certified physician with numerous accolades, including being named a 'Top Doctor' by Orlando Magazine. She completed her medical training at Michigan State University College of Human Medicine and fellowship training in maternal-fetal medicine at Washington University School of Medicine in St. Louis. Dr. Humphrey's personal experiences with complications during her own pregnancies have shaped her empathetic approach to patient care.
2415 N Orange Ave # 402, Orlando, FL 32804, United States -
Alliance Insurance
● ClosedAlliance Insurance, located at 1734 Kingsley Avenue in Orange Park, Florida, is a top-rated health and insurance agency serving clients in the United States. With a team of knowledgeable and helpful agents, Alliance Insurance is dedicated to finding the best insurance plans for their customers at affordable rates. Customers have praised Alliance Insurance for their excellent service and substantial savings on various insurance policies. Whether it's auto insurance, home insurance, flood insurance, workers comp, general liability, group health, or commercial auto insurance, Alliance Insurance has helped clients save hundreds of dollars each year.
1734 Kingsley Ave Suite 2, Orange Park, FL 32073, United States -
Justin Fielding - State Farm Insurance Agent
● ClosedJustin Fielding - State Farm Insurance Agent is a locally owned insurance agency located at 1209 Saxon Boulevard in Orange City, Florida. Situated between I4 and Advent Health Fish Memorial Hospital, our agency is dedicated to educating and protecting the community we serve. With 11 years of experience in the insurance and financial services industry, 8 of which with State Farm, we are passionate about helping individuals and families realize the importance of having the proper insurance protection in place. We offer free quotes for auto insurance, homeowners insurance, renters insurance, condo insurance, life insurance, and more throughout Florida and Georgia, with a focus on Volusia, Seminole, Lake, and Orange Counties. Our goal is to assist small business owners with their insurance and planning needs, as we understand the unique challenges they face.
1209 Saxon Blvd Ste 2, Orange City, FL 32763, United States -
Stephen Tornay, Bankers Life Agent
● ClosedStephen Tornay, Bankers Life Agent is an insurance agency located at 2751 Enterprise Road in Orange City, Florida, United States. As a Bankers Life Agent, Stephen Tornay specializes in providing insurance solutions to individuals and families. With a focus on financial planning and risk management, the agency offers a range of insurance products such as life insurance, long-term care insurance, and retirement planning. Stephen Tornay is dedicated to helping clients protect their assets and achieve their financial goals through personalized and comprehensive insurance coverage. Contact Stephen Tornay, Bankers Life Agent today for expert advice and assistance with your insurance needs.
2751 Enterprise Rd Ste 201, Orange City, FL 32763, United States -
Katherine Baustert - State Farm Insurance Agent
● ClosedKatherine Baustert - State Farm Insurance Agent is a trusted insurance agency located at 2219 County Road 220 in Middleburg, Florida. Serving the community since 1999, Katherine Baustert offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. The agency is dedicated to helping customers manage risks, recover from unexpected events, and achieve their dreams. Katherine Baustert is actively involved in supporting the local community through various initiatives such as Mercy Support Services and sponsorship of Clay County Schools. The agency also assists residents relocating to Middleburg, Orange Park, Green Cove Springs, Lake Asbury, and Fleming Island areas. Customers can expect competitive prices and personalized service when working with Katherine Baustert and her team. Contact the office today for your Personal Prince Plan and secure your insurance needs.
2219 County Rd 220 Suite 301, Middleburg, FL 32068, United States -
Chris O'farrell - State Farm Insurance Agent
● ClosedChris O'Farrell - State Farm Insurance Agent is a reputable insurance agency located at 731 Duval Station Road in Jacksonville, Florida. With 8 years of State Farm experience and a Bachelor's degree in Business from Florida State University, Chris O'Farrell is dedicated to providing top-notch insurance services to the community. As a member of the North Jacksonville Chamber and a lifelong Florida resident, Chris O'Farrell proudly serves Amelia Island, Fernandina, Saint Johns, Orange Park, and Yulee. Whether you need auto, homeowner's, life, renter's, or commercial auto insurance, Chris O'Farrell is here to help. Parking tips, driving tips for rural roads, and business promotion advice are just a few of the valuable resources available at this agency. For personalized quotes and expert insurance guidance, visit Chris O'Farrell - State Farm Insurance Agent today.
731 Duval Station Rd Ste 113, Jacksonville, FL 32218, United States -
Chris Bedford - State Farm Insurance Agent
● ClosedChris Bedford - State Farm Insurance Agent is a reputable insurance agency located at 3943 Baymeadows Road in Jacksonville, Florida. As a local State Farm agent, Chris Bedford takes pride in serving the community of Jacksonville and surrounding areas including Saint Johns, Saint Augustine, and Orange Park. With over 28 years of experience in the insurance industry, Chris and his team of licensed professionals offer a wide range of insurance services including Auto, Homeowners, Renters, Motorcycle, Boat Insurance, Commercial business Insurance, and Life Insurance. Chris Bedford graduated from Florida State University with a degree in Risk Management and Insurance, and has been with State Farm since 1995. His dedication to the company led him to open his own office in 2005, where he continues to provide exceptional service to his customers. Jacqui Bedford, the office manager, also brings 26 years of experience with State Farm and a passion for helping customers navigate the complexities of the insurance industry.
3943 Baymeadows Rd #1, Jacksonville, FL 32217, United States -
Bill Wagner Insurance, LLC
● ClosedBill Wagner Insurance, LLC is a reputable insurance agency located at 1842 Park Avenue in Orange Park, Florida. With a commitment to providing top-notch insurance services to individuals and businesses in the area, Bill Wagner Insurance, LLC offers a wide range of insurance products to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the best coverage at competitive rates. Trust Bill Wagner Insurance, LLC for all your insurance needs in Orange Park and beyond.
1842 Park Ave, Orange Park, FL 32073, United States -
Vonnie Wiggins - State Farm Insurance Agent
● ClosedVonnie Wiggins - State Farm Insurance Agent is an insurance agency located at 3546 Saint Johns Bluff Road South in Jacksonville, Florida. Just one mile north of St. John Town Center on St. John's Bluff Rd, our team is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer insurance and financial services to customers in Jacksonville, Orange Park, and St. Augustine, FL on a full-time basis. Our mission is to provide personalized assistance with insurance and financial planning needs, including retirement planning and protection against unforeseen events. Whether you need help with life insurance, annuities, or investment products, our team is here to guide you through the process and help you make informed decisions.
3546 St Johns Bluff Rd S UNIT 112, Jacksonville, FL 32224, United States -
Eric J. N Florida Obgyn Cpu Live
● OpenEric J. N Florida Obgyn Cpu Live is a trusted healthcare institution located at 1680 Eagle Harbor Parkway in Orange Park, Florida. Specializing in obstetrics and gynecology, this facility offers comprehensive medical services for women of all ages. With a team of experienced doctors and staff, patients can expect personalized care and treatment plans tailored to their individual needs. Whether you are in need of routine check-ups, prenatal care, or specialized gynecological procedures, Eric J. N Florida Obgyn Cpu Live is dedicated to providing top-quality healthcare in a comfortable and welcoming environment.
1680 Eagle Harbor Pkwy Suite C, Orange Park, FL 320034821, United States -
2A Legal
● Open2A Legal is a reputable legal institution located at 1349 South Orange Blossom Trail in Apopka, Florida. Our dedicated team of experienced attorneys specializes in protecting the rights of individuals in the United States. With a focus on the Second Amendment, we provide expert legal counsel and representation for cases involving firearms, self-defense, and other related issues. At 2A Legal, we are committed to upholding the constitutional rights of our clients and ensuring that their voices are heard in the legal system. Contact us today to learn more about how we can assist you with your legal needs.
1349 S Orange Blossom Trail, Apopka, FL 32703, United States -
AlignX Law
● ClosedAlignX Law is a prestigious law firm located in Davie, Florida. Our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law including business law, real estate law, and estate planning, we are committed to helping our clients navigate the complexities of the legal system with ease. Conveniently located at 12555 Orange Drive, our office is easily accessible for clients in the Davie area. Contact AlignX Law today for all your legal needs.
12555 Orange Dr Suite 4159, Davie, FL 33330, United States -
LJAKE FINANCIAL GROUP
● ClosedLJAKE Financial Group, located at 111 North Orange Avenue in Orlando, Florida, is a finance and insurance agency that has been providing expert financial advice and services since 2011. Our team works closely with clients to document their goals and create personalized investment strategies that align with their risk tolerance and financial objectives. We offer a full range of services, including professional consulting, investments, insurance, asset protection, and estate planning. Our experienced team is dedicated to helping both businesses and individuals diversify their portfolios, manage assets, analyze market trends, and reduce financial risk.
111 N Orange Ave Suite 800, Orlando, FL 32801, United States -
Samuel J. Dixon, RFC | Oxford Advisory Group
● ClosedSamuel J. Dixon, RFC | Oxford Advisory Group is a finance institution located at 111 North Orange Avenue in Orlando, Florida, United States. Specializing in retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners, Samuel J. Dixon, RFC is dedicated to helping clients achieve their retirement goals through strategic financial planning. With a background in risk management and insurance, Samuel provides educational classes on taxes in retirement and assists clients in developing reliable retirement plans. His expertise has been featured in financial publications such as Kiplinger Financial, Newsmax, and The Street. Samuel holds Series 65 securities exam certification and insurance licenses in Florida and South Carolina. Alongside his wife and three children, Samuel enjoys coaching sports, teaching youth at his church, and boating on Lake Butler. Some of Samuel's articles include "Crafting a Budget For Your Retirement Income Needs" on The Street, "3 Moves Millennials Must Make to Retire Early" on Newsmax Finance, and "The Dos and Don'ts to Help Safeguard Your Retirement Future" on Finance Insights.
111 N Orange Ave #775, Orlando, FL 32801, United States -
Merrill Lynch Financial Advisor J. Judd Peterson
● ClosedMerrill Lynch Financial Advisor J. Judd Peterson is a renowned financial institution located at 300 South Orange Avenue in Orlando, Florida, United States. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Merrill Lynch Financial Advisor J. Judd Peterson is a trusted partner for individuals and businesses seeking financial stability and success.
300 S Orange Ave Suite 800, Orlando, FL 32801, United States -
Merrill Lynch Financial Advisor Richard Dwyer
● ClosedMerrill Lynch Financial Advisor Richard Dwyer is a renowned finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. With a strong reputation for providing expert financial advice and personalized investment strategies, Richard Dwyer and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Richard Dwyer is dedicated to helping you navigate the complexities of the financial world with confidence and success.
300 S Orange Ave Suite 800, Orlando, FL 32801, United States -
PRH, LLC
● OpenPRH, LLC is a reputable accounting and finance institution located at 1560 North Orange Avenue in Winter Park, Florida, United States. With a team of experienced professionals, PRH, LLC offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, PRH, LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact PRH, LLC today to learn more about how they can assist you with your accounting and finance needs.
1560 N Orange Ave #600, Winter Park, FL 32789, United States -
Michael Howe - Financial Consultant, Ameriprise Financial Services, LLC
● OpenMichael Howe - Financial Consultant at Ameriprise Financial Services, LLC, located at 300 South Orange Avenue, Orlando, Florida, United States, is a finance institution that offers personalized financial planning services. Whether your goals include retirement, education, or a major purchase, Michael Howe provides investment, asset allocation, and portfolio recommendations tailored to your individual needs and risk tolerance. Regular meetings are scheduled to review progress, adjust strategies as needed, and track your financial journey. Clients can access their investments and accounts securely from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how Michael Howe can help them achieve their financial goals. Investment products are not FDIC insured and may involve risks. Ameriprise Financial Services, LLC is a registered investment adviser and offers securities through its member FINRA and SIPC. Michael Howe is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution follows strict rules and regulations to ensure privacy and security for its clients. Referrals are welcomed, and prospective clients can expect to hear from Michael Howe soon after being referred.
300 S Orange Ave Ste 750, Orlando, FL 32801, United States -
Dennis E Lott Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDennis E Lott Jr - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1555 Kingsley Avenue, Orange Park, Florida, United States. The advisors at this institution hold 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®. These certifications ensure that the advisors are equipped with the necessary knowledge and skills to provide expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution focuses on asset management, investment strategies, estate planning, retirement planning, risk management, and other financial services.
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAbby Santiago is a financial advisor at Ameriprise Financial Services, LLC located at 1555 Kingsley Avenue, Orange Park, Florida, United States. Abby 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®. Abby specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. Abby is dedicated to helping clients make informed financial decisions and achieve their long-term financial goals."
1555 Kingsley Ave STE 304, Orange Park, FL 32073, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1560 Orange Avenue in Winter Park, Florida, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to individual and institutional clients. With a team of experienced financial advisors and analysts, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James Financial Services is committed to providing personalized solutions tailored to your specific needs.
1560 Orange Ave Ste 650, Winter Park, FL 32789, United States -
SEDG Financial Services Corp
● OpenSEDG Financial Services Corp is a leading financial institution located at 12555 Orange Drive in Davie, Florida, United States. With a team of experienced professionals, SEDG offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, SEDG Financial Services Corp is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial solutions.
12555 Orange Dr, Davie, FL 33330, United States -
Florida Injury Medical Centers
● OpenWelcome to Florida Injury Medical Centers, your trusted partner in comprehensive injury care located at 2180 Immokalee Road, Naples, Florida. Specializing in whiplash and auto accident injuries, our team of experienced physicians, including Dr. Bradley Frick, Dr. Kayla Smith, and Dr. Kevin Huffman, is dedicated to providing top-tier medical and chiropractic services around the clock across the state of Florida. Our Naples Medical Injury Center, also known as Collier Chiropractic and Accident Rehabilitation Center, offers a full spectrum of services designed to accelerate your recovery from car accidents, including treatments for whiplash, back injuries, soft tissue spine injuries, and sciatica, all under one roof. With decades of experience, our team ensures that you receive the highest standard of care while navigating the complexities of the auto insurance process, working closely with your auto injury attorney to document your injuries accurately and promptly.
2180 Immokalee Road, Naples, Florida 34110, United States
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