Risk management strategies in Fort Walton Beach, FL
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Jay Roberts, Esq.
● OpenJay Roberts, Esq. is a legal institution located at 348 Miracle Strip Parkway in Fort Walton Beach, Florida, United States. Specializing in representing community associations and developers in planned community developments throughout Northwest Florida, Jay Roberts is a dedicated attorney who helps clients protect their property and assets. With a focus on staying up-to-date on changing laws and identifying potential risks, Jay works to manage his clients' reputational, financial, and operational concerns. As one of only 190 attorneys in the state who is a Board Certified Specialist in Condominium and Planned Development Law, Jay Roberts, Esq. is a trusted resource for legal advice and representation in the Emerald Coast area. Please note that sending an e-mail through the website does not establish an attorney-client relationship, and confidential information should not be shared through this platform.
348 Miracle Strip Pkwy suite 7, Fort Walton Beach, FL 32548, United States -
Edward Jones
● OpenEdward Jones is a renowned finance institution located at 11 Racetrack Road Northwest in Fort Walton Beach, Florida, United States. With a commitment to providing personalized financial services to individuals, families, and businesses, Edward Jones offers a wide range of investment options and financial planning services. Their team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones is here to provide expert guidance and support every step of the way.
11 Racetrack Rd NW, Fort Walton Beach, FL 32547, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 139 Beal Parkway Northwest in Fort Walton Beach, Florida. As a part of the Raymond James network, this institution offers a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Raymond James Financial Services is committed to providing personalized solutions tailored to your individual needs.
139 Beal Pkwy NW #103, Fort Walton Beach, FL 32548, United States -
Merrill Lynch Financial Advisor Shane A. O'Dell
● OpenMerrill Lynch Financial Advisor Shane A. O'Dell is located at 45 Eglin Parkway Northeast, Fort Walton Beach, Florida, United States. Shane is a Certified Financial Planner with a focus on strengthening client relationships, acquiring new clients, and providing corporate retirement income strategies. He has received recognition from Forbes for his outstanding service and has been named to multiple prestigious lists for his expertise in wealth management. Shane is dedicated to serving his community and is actively involved in various civic organizations. With the support of Merrill's global resources, Shane and his team are committed to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, Shane helps design and implement personalized financial plans to help clients pursue their financial goals while managing investment risk. Through thoughtful conversations and a deep understanding of each client's needs, Shane works to develop tailored solutions to turn goals into reality. By utilizing the Investment Personality Assessment, Shane can better understand each client's investing preferences and customize financial approaches to align with their individual goals and priorities. Whether it's planning for future healthcare expenses, saving for college, or passing wealth to future generations, Shane is dedicated to helping clients manage, grow, and preserve their wealth for years to come.
45 Eglin Pkwy NE Suite 102, Fort Walton Beach, FL 32548, United States -
O'Sullivan Creel LLP: Amend Julia a CPA
● OpenO'Sullivan Creel LLP: Amend Julia, a CPA, is a trusted accounting and finance institution located at 45 Eglin Parkway Northeast, Fort Walton Beach, Florida, United States. Specializing in corporate accounting, specialized audits, and other business solutions, our team at Warren Averett is dedicated to helping you thrive and accomplish more of what's important to you. Our extensive experience and resources allow us to keep pace with client demand across the Southeast region. We work with leaders in various industries, providing tailored solutions to meet their specific needs. From R&D tax credit eligibility to private equity trends and technology contributions to profitability, we offer a wide range of services to help your business succeed.
45 Eglin Pkwy NE # 301, Fort Walton Beach, FL 32548, United States
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