Secure financial future insurance in The Villages, Florida
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Kelly Matz - State Farm Insurance Agent
Kelly Matz - State Farm Insurance Agent is a trusted insurance agency located at 4386 Warm Springs Avenue in Wildwood, Florida, United States. Across the street from The Villages of Fenney, we are dedicated to helping you secure your future with a variety of insurance options. From Life Insurance to Motorcycle Insurance, we offer personalized quotes to protect your loved ones and ensure financial security. Our team of professionals at Kelly Matz State Farm prioritizes service, integrity, and professionalism to deliver exceptional customer care. Whether you're looking for Auto, Home, Renters, Health, or Life insurance, we are here to assist you. Serving The Villages, Wildwood, Sumter County, and all of Florida, we are committed to safeguarding your assets and supporting your aspirations.
Blackston Financial Advisory Group
Blackston Financial Advisory Group is a finance, health, and insurance agency located at 8564 East County Road 466 in The Villages, Florida, United States. Our team is dedicated to helping you build and preserve your assets for a confident financial future. We offer a range of services, including retirement income strategies and wealth management. Our independent firm uses a variety of investment and insurance products to custom suit your needs and objectives. Tune in to "Simplifying Retirement" on WQBQ 1410 AM on Tuesdays at 12 noon for valuable information. Attend one of our informational seminars or request a free copy of our book to learn more about achieving your ideal retirement. We are registered with the U.S. Securities and Exchange Commission and our Form ADV Part 2A disclosure document is available for review. Contact us today to discover how we can help you plan for a secure future.
Family First Life - Life Insurance
Family First Life - Life Insurance is a trusted insurance agency located in The Villages, Florida. Our team is dedicated to helping families secure their financial future by providing top-quality life insurance policies tailored to their individual needs. With a commitment to putting family first, we prioritize the well-being and protection of our clients above all else. Whether you are looking for term life insurance, whole life insurance, or any other type of coverage, our experienced agents are here to guide you through the process and ensure you have the peace of mind knowing your loved ones are taken care of. Visit us at 17635 Southeast 86th Briarcliffe Court to learn more about how we can help you protect what matters most.
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located in The Villages, Florida. Our dedicated team of professionals provides personalized financial planning and insurance solutions to help individuals and families prepare for their long-term care needs. With a focus on protecting assets and ensuring peace of mind, LTC Financial Partners is committed to helping clients navigate the complexities of long-term care planning. Visit us at 8417 Southeast 168th Kittredge Loop to learn more about our services and how we can assist you in securing your financial future.
Parady Financial Group
Parady Financial Group is a comprehensive finance, health, and insurance agency located at 340 Heald Way in The Villages, Florida, United States. With a commitment to providing top-notch financial services, personalized health solutions, and reliable insurance options, Parady Financial Group is dedicated to helping individuals and families achieve their financial goals and secure their future. Our experienced team of professionals is here to offer expert advice and support to ensure our clients receive the best possible care and coverage. Visit us today to discover how Parady Financial Group can help you plan for a secure and prosperous future.
Principal Financial Group
Principal Financial Group is an insurance agency located at 1950 Laurel Manor Drive in The Villages, Florida, United States. We specialize in helping individuals protect what matters most to them through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. We offer accounts tailored for long-term goals such as retirement or education, allowing you to feel confident about investing in your future. By dedicating a portion of each paycheck to big goals, you can work towards financial security. Our firm is dedicated to helping you meet your money goals with personalized guidance in your area.
Scott Nelms - State Farm Insurance Agent
Scott Nelms - State Farm Insurance Agent is a trusted insurance agency located at 4853 34th Street South in St. Petersburg, Florida. With a strong presence in the Marina Village shopping center, our agency is committed to serving the community and helping individuals manage the risks of everyday life. Our team is led by Scott Nelms, a dedicated professional with over 25 years of experience in the insurance industry. Scott is a licensed agent in Property & Casualty, Life and Health lines, and is passionate about providing personalized service to each customer. Born and raised in Florida, Scott understands the unique insurance needs of the St. Pete area and is proud to help both long-time residents and newcomers alike.
Elite Insurance Agents Corp
Elite Insurance Agents Corp is a leading insurance agency located at 13574 Village Park Drive, Orlando, Florida, United States. We provide security, well-being, and prosperity through health, life, and supplemental insurance. Our commitment is to offer a wide range of protection solutions, including health insurance, supplemental insurance, and life insurance to ensure the safety and well-being of families. We stand out for providing training and opportunities for agents in the health sector with competitive incomes. Our mission is to protect and guarantee a safer future for all. We offer comprehensive protection services backed by the Obamacare program, providing affordable medical coverage with essential benefits.
Craig Dewhurst - State Farm Insurance Agent
Craig Dewhurst - State Farm Insurance Agent is a trusted health and insurance agency located at 315 West Town Place, St. Augustine, Florida, United States. Conveniently situated by the World Golf Village main entrance off International Golf Parkway, Craig Dewhurst has been serving the community as a State Farm Agent for 23 years. Craig, a proud Florida State University Alumni, is deeply rooted in the community and actively gives back through partnerships with local schools and youth sports programs. His agency, recognized for outstanding service, has won several awards including the Community Service Award from NAIFA and the St. Augustine Record's Agency of the Year.
John Buchholz - State Farm Insurance Agent
John Buchholz - State Farm Insurance Agent is located at 13574 Village Park Drive in Orlando, Florida. As a State Farm Agent since 2000, John Buchholz has been serving the Hunter's Creek community with insurance services. With a background in communications for business and extensive experience in agency management, John is dedicated to helping his clients protect what matters most to them. Located behind the Ale House in The Village at Hunter's Creek, John Buchholz's office is easily accessible for all residents. Whether you need auto, home, life, or business insurance, John is here to help you navigate the complexities of insurance coverage. Additionally, he can provide guidance on credit card selection, landlord responsibilities, and other financial matters.
PWG Financial
PWG Financial is a reputable finance and insurance agency located at 800 Village Square Crossing in Palm Beach Gardens, Florida, United States. With a team of experienced professionals, PWG Financial provides a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, PWG Financial is dedicated to providing personalized solutions tailored to your individual needs. Visit us today to learn more about how we can help you reach your financial goals.
Arleatha Henderson - Prudential Financial
Arleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
First Charter Financial Corporation
First Charter Financial Corporation is a leading finance and legal institution located at 6108 Village Oaks Drive in Pensacola, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services and legal expertise to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, estate planning, or legal advice, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust First Charter Financial Corporation to guide you towards a secure financial future.
Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2791 Brownwood Boulevard in The Villages, Florida, United States. Meg Black, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), leads the team of experienced professionals dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals. With a strong commitment to integrity and client-centered service, Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a trusted partner for individuals and families seeking expert guidance in managing their finances and planning for the future.
The Lake Sumter Group - Morgan Stanley
The Lake Sumter Group - Morgan Stanley is a leading financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Specializing in wealth management, investment banking, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in all areas of finance. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, The Lake Sumter Group - Morgan Stanley is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you and your family for years to come.
Evershore Financial Group
Evershore Financial Group is a leading financial institution located at 3130 Glenview Road in The Villages, Florida, United States. Specializing in finance, Evershore offers a wide range of services including investment management, retirement planning, insurance, and wealth management. With a team of experienced professionals, Evershore is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or protect your assets, Evershore Financial Group is committed to providing personalized solutions tailored to your unique needs.
Johns Brothers Financial
Johns Brothers Financial is a trusted finance institution located at 322 Heald Way in The Villages, Florida, United States. With a commitment to providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Johns Brothers Financial is here to guide you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
K Prus Advisory - Estate and Financial Planning
K Prus Advisory - Estate and Financial Planning is a finance institution located in Bonita Springs, Florida. With a focus on integrity and security, our team is dedicated to providing personalized care for all your retirement concerns. We offer a comprehensive approach to estate planning, financial planning, and Medicare solutions to ensure your financial future is secure. Estate planning is crucial for protecting your assets in retirement, and our team can help tailor a plan that aligns with your financial goals. Our financial planning services include options for guaranteed lifetime income and long-term care protection to ensure you never run out of wealth in retirement.
Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™
Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™ is a reputable financial institution located at 4520 West Village Drive in Tampa, Florida, United States. Specializing in finance, they provide expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™ is dedicated to helping individuals and families make sound financial decisions for a secure future.
Edward Jones - Financial Advisor: Michael A Johnson
Edward Jones - Financial Advisor: Michael A Johnson is a trusted financial institution located at 2202 Everglades Lane in The Villages, Florida, United States. Michael A Johnson is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Michael A Johnson can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael A Johnson is committed to helping clients secure their financial future.
Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC
Reed Stephens is a financial advisor at Ameriprise Financial Services, LLC located at 4807 County Road 466A in The Villages, Florida, United States. The institution offers financial planning consultations to discuss what is most important to each individual. While no written analysis or recommendations are provided during the initial consultation, Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website must agree to the terms and regulations outlined by Ameriprise Financial. Reed Stephens is dedicated to helping friends and family members achieve their financial goals, and referrals can expect to hear from him soon. The institution also provides resources on privacy and security, online security guarantees, and information about email fraud.
Edward Jones - Financial Advisor: David A Merrick, AAMS™
Edward Jones - Financial Advisor: David A Merrick, AAMS™ is a reputable finance institution located at 715 Kristine Way in The Villages, Florida, United States. David A Merrick is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ designation. With a focus on personalized financial planning and investment strategies, Edward Jones provides top-notch services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, David A Merrick and his team are dedicated to providing expert guidance and support every step of the way. Trust Edward Jones to help you secure your financial future.
David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
David DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.
Tom Romanac - Financial Advisor, Ameriprise Financial Services, LLC
Tom Romanac is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you are not currently a client of Ameriprise, you can schedule a complimentary initial consultation with Tom Romanac to discuss your financial future. Please note that during the initial consultation, you will receive an overview of financial planning concepts but not written analysis or recommendations. Ameriprise Financial Services, LLC offers investment products that are not insured by the FDIC, NCUA, or any federal agency, and may involve investment risks. Securities offered by Ameriprise Financial Services, LLC are member FINRA and SIPC. Tom Romanac is registered to conduct securities business with residents of specific states, as listed on FINRA's BrokerCheck website.
Stephen Peterson - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Peterson is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. As an individual registered to do business in certain U.S. states, Stephen Peterson offers personalized financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Ameriprise Financial cannot guarantee future financial results, but strives to help clients make informed decisions about their finances. Clients can rest assured that their privacy and security are top priorities, as Ameriprise Financial adheres to strict rules and regulations. By referring friends or family members to Stephen Peterson, clients can help their loved ones achieve financial success as well. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial advice. Feel free to contact Stephen Peterson to schedule a meeting and discuss what's most important to you.
Wells Fargo Advisors Financial Network
Wells Fargo Advisors Financial Network is a leading financial institution located at 1070 Lake Sumter Landing in The Villages, Florida, United States. As a part of the Wells Fargo network, we provide a wide range of financial services and investment solutions tailored to meet the unique needs of our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and strategic planning. Contact us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Luke Emerson, CFP®|AAMS™
Edward Jones - Financial Advisor: Luke Emerson, CFP®|AAMS™ is a reputable financial institution located at 1150 Paige Place in The Villages, Florida, United States. With a focus on providing personalized financial planning services, Luke Emerson, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Luke Emerson, CFP®|AAMS™ offers expert advice and guidance to help you make informed financial decisions. Trust in Luke Emerson and his team to provide you with the support and resources you need to navigate the complex world of finance with confidence.
Chad Noble - Financial Advisor, Ameriprise Financial Services, LLC
Chad Noble, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Originally from Fort Wayne, Indiana, Chad now resides in Ocala with his wife Lisa and their daughter Shaelyn. Chad enjoys travel, biking, and spending time with his family. If you are not already a client of Ameriprise, you can take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Chad. During this consultation, you will receive an overview of financial planning concepts, although no written analysis or recommendations will be provided.
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
Edward Jones - Financial Advisor: Kristina Dhountal, AAMS™
Edward Jones - Financial Advisor: Kristina Dhountal, AAMS™ is a reputable financial institution located at 13574 Village Park Drive in Orlando, Florida. Kristina Dhountal, a certified Accredited Asset Management Specialist, provides expert financial advice and services to individuals and businesses looking to achieve their financial goals. With a focus on personalized service and tailored financial plans, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you're planning for retirement, saving for college, or growing your investment portfolio, Kristina Dhountal and the team at Edward Jones are dedicated to helping you secure a prosperous financial future.
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