TOP 30 Self directed investing in Florida
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I & I - Investment & Insurance, Administration
● OpenI & I - Investment & Insurance, Administration is a finance and insurance agency located at 710 Oakfield Drive, Brandon, Florida, United States. With over 20 years of experience in various roles within small, mid-size, non-profit, and Fortune 500 companies, Andrew, the founder, brings a unique perspective to the industry. Andrew's background as the son of hardworking Caribbean immigrants instilled in him a strong work ethic and commitment to helping others achieve their financial goals. Having graduated with a degree in Sociology & Anthropology from Washington & Lee University, Andrew has honed his analytical skills and business acumen in various positions, including as an Acquisitions Analyst and Direct Sales leader. He has also been involved in community service, serving on the board of local government and non-profit organizations.
710 Oakfield Dr #262, Brandon, FL 33511, United States -
IV Lounge + YMD Facial Plastic Surgery
● ClosedIV Lounge YMD Facial Plastic Surgery is a health institution located at 8690 Point Cypress Drive in Orlando, Florida, United States. We prioritize preventive care over corrective action, offering a range of services to help you optimize your health and wellness. Our mission-driven approach focuses on providing the right amount of nutrients and intervention for each individual, ensuring the safest path to optimal health. At IV Lounge, you can enjoy customized IV Therapy to replenish electrolytes, fluids, vitamins, and nutrients, while also benefiting from anti-aging vitamin therapy. We offer a variety of women's and men's sexual health and performance services, as well as treatments such as Thermiva vaginal rejuvenation and STI testing and treatment.
8690 Point Cypress Dr suite 210, Orlando, FL 32836, United States -
Charles Schwab
● ClosedCharles Schwab is a reputable finance institution located at 2047 Northwest 43rd Street in Gainesville, Florida, United States. Known for its expertise in investment and financial services, Charles Schwab offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to customer satisfaction, Charles Schwab is a trusted name in the finance industry. Visit their Gainesville location to learn more about their services and how they can help you secure your financial future.
2047 NW 43rd St STE 20, Gainesville, FL 32605, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and innovation in the finance industry, Charles Schwab is dedicated to providing personalized solutions and expert guidance to clients. Whether you are looking to invest, save for retirement, or manage your wealth, Charles Schwab is committed to helping you secure a brighter financial future.
500 E Broward Blvd Ste 101, Fort Lauderdale, FL 33394, United States -
IRA Financial Group
● ClosedIRA Financial Group is a leading finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. Specializing in self-directed retirement accounts, IRA Financial Group provides expert guidance and innovative solutions to help individuals take control of their financial futures. With a team of experienced professionals, IRA Financial Group offers a wide range of services to assist clients in maximizing their retirement savings and investments. Whether you are looking to diversify your portfolio, invest in alternative assets, or plan for a secure retirement, IRA Financial Group is committed to providing personalized and comprehensive financial solutions to meet your individual needs.
1691 Michigan Ave # 335, Miami Beach, FL 33139, United States -
Advanta IRA
● ClosedAdvanta IRA, located at 13191 Starkey Road in Largo, Florida, is a leading institution in the finance industry specializing in self-directed IRAs. These retirement plans allow account owners to invest in alternative assets such as real estate and private equity, providing a powerful way to build wealth for retirement. Real estate IRAs are particularly popular among those looking for diversification and protection against stock market volatility. With Advanta IRA, you have the freedom to choose your own assets, including commercial and residential properties, raw land, tax liens, and deeds.
13191 Starkey Rd Suite 2, Largo, FL 33773, United States -
Own Your Future Now
● OpenOwn Your Future Now is a finance and storage institution located at 5979 Northwest 151st Street in Miami Lakes, Florida. Our mission is to empower individuals to take control of their financial future by providing a range of services including investment opportunities, retirement planning, and secure storage solutions. With a team of experienced professionals, we strive to help our clients make informed decisions and secure their assets for the long term. Visit us today and start building a brighter future for yourself and your loved ones.
5979 NW 151st St #210, Miami Lakes, FL 33014, United States -
NuView Trust
● ClosedNuView Trust is a premier institution located in Longwood, Florida, United States, offering a unique approach to alternative asset investing. With over 20 years of experience, NuView is dedicated to providing clients with a wide range of investment options for their retirement accounts. Unlike traditional custodians, NuView specializes in non-traditional investments, making it a top choice for those looking to diversify their portfolios. With a focus on exceptional customer service, NuView offers personalized solutions for investors of all levels, from beginners to experienced individuals seeking alternative assets. Their industry-leading educational content, competitive pricing structures, and reliable custodial services set them apart from other financial institutions. Whether you are interested in real estate, precious metals, private equity, or other alternative investments, NuView has the expertise and resources to help you achieve your financial goals.
NuView IRA Processing Office, 280 S Ronald Reagan Blvd #200, Longwood, FL 32750, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 1531 East 9 Mile Road in Pensacola, Florida, is a trusted financial institution offering a range of services including ATM, banking, and finance. With Digital Investor’s tools, you can start investing in just 10 minutes, whether through automated or self-directed means. Our financial advisors are also available to provide personalized guidance to help you create an investing strategy that suits your needs. For business owners, we offer information on selecting the right credit card for your company, as well as assistance programs tailored to entrepreneurs. Our military exclusives provide low rates, special offers, and discounts for those who have served, while our member-exclusive offers can help you save money on various services.
1531 E 9 Mile Rd, Pensacola, FL 32514, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 3723 U.S. 301 in Riverview, Florida, is a full-service financial institution offering a range of services including banking, ATM access, and investment opportunities. With Digital Investor tools, you can start investing in just 10 minutes, whether you prefer automated or self-directed options. Our financial advisors are also available to provide personalized guidance to help you create an investing strategy tailored to your needs. For business owners, Navy Federal offers assistance programs and resources to help you choose the right business credit card and manage your finances effectively. Military members can take advantage of exclusive offers and discounts, including special rates and benefits. Whether you're looking for a new credit card, auto loan, or business financing, Navy Federal has solutions to meet your needs.
3723 US-301, Riverview, FL 33578, United States -
Amedisys Home Health Care
● ClosedWelcome to Amedisys Home Health Care, located at 3637 Del Prado Boulevard South, Cape Coral, Florida 33904. We are dedicated to providing high-quality health care services in the comfort of your home. Our compassionate and skilled team is available 24/7 to address your urgent needs. Simply call us at (239) 242-0541 for immediate assistance. At Amedisys, we tailor our services to meet your unique health care needs. Our registered nurses collaborate with you, your doctor, and our home health team to develop a personalized care plan. Our comprehensive nursing services include pain management, health monitoring, and education to ensure you receive the best care possible.
3637 Del Prado Boulevard South, Cape Coral, Florida 33904, United States -
Burn Boot Camp
● ClosedWelcome to Burn Boot Camp, your ultimate fitness destination located at 31075 US Highway 19 North, Palm Harbor, Florida 34684. At Burn Boot Camp, we believe in transforming lives through empowering workouts, a supportive community, and a holistic approach to health and fitness. Join us for a free camp and discover what makes our gym unique! Our trial offer is available exclusively to first-time visitors and local residents aged 18 and older, with special conditions for minors aged 13 and above. Offers are valid at participating locations only, so be sure to check with us for details.
31075 US Highway 19 North, Palm Harbor, Florida 34684, United States -
Personal Training with Master Trainer Rob
● ClosedWelcome to "Personal Training with Master Trainer Rob"—your ultimate destination for transformative fitness journeys and life-changing results. Located at 3296 Commercial Way, Spring Hill, Florida 34606, our mission is to help you transform your body, elevate your fitness, and unleash your full potential. At "The Personal Training Transformation Body Shop," we believe in redirecting the energy spent on doubt and hesitation into a focused plan of action. With Master Trainer Rob, imagine the extraordinary outcomes awaiting you. Our clients have experienced remarkable progress, from astounding weight loss and muscle gain to overcoming health challenges and achieving personal milestones.
3296 Commercial Way, Spring Hill, Florida 34606, United States -
Amedisys Home Health Care
● ClosedWelcome to Amedisys Home Health Care in Pensacola, FL At Amedisys Home Health Care, located at 4900 Bayou Blvd Suite 201 in Pensacola, FL, we are dedicated to providing exceptional health care services directly to your home. Our mission is to offer personalized, compassionate care that helps you or your loved ones recover from illness, surgery, or injury, regain independence, and improve overall quality of life.
4900 Bayou Blvd Suite 201, Pensacola, FL 32503, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, located at 5550 Heritage Oaks Drive, Pensacola, Florida 32526. As a premier financial institution, we specialize in banking and finance solutions, offering a wide range of services including ATMs, investment tools, and personalized financial guidance tailored to meet your needs. Our innovative Digital Investor platform allows you to start investing in as little as 10 minutes, whether you prefer automated or self-directed tools. For those seeking personalized advice, our experienced financial advisors are here to help you develop an investing strategy that aligns with your goals. Embrace the ever-changing landscape of investing with our seven proven strategies, designed to boost your confidence and navigate challenges effectively.
5550 Heritage Oaks Drive, Pensacola, Florida 32526, United States -
Navy Federal Credit Union - ATM
● OpenWelcome to the Navy Federal Credit Union - ATM located at 5510 Heritage Oaks Drive, Pensacola, Florida 32526. As a trusted financial service provider, we are committed to serving the military community and their families with a wide range of financial solutions designed to meet your unique needs. Our ATM services are available 24/7, offering free withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal Credit Union accounts using your Navy Federal Debit Card and PIN. Conveniently situated for easy access, our ATMs can be found at most branches or nearby locations.
5510 Heritage Oaks Drive, Pensacola, Florida 32526, United States -
Navy Federal Credit Union - GPO Building 5
● OpenWelcome to Navy Federal Credit Union - GPO Building 5, your trusted financial partner located at 1101 Navy Federal Way, Pensacola, Florida. As a member-focused institution, we are dedicated to serving the unique needs of the military community and their families with a comprehensive range of financial services. At Navy Federal, we strive to make investing accessible and straightforward. Whether you prefer automated or self-directed investment tools, you can start investing in as little as 10 minutes. For those seeking personalized guidance, our experienced financial advisors are ready to help you craft an investment strategy tailored to your individual goals and preferences.
1101 Navy Federal Way, Pensacola, Florida 32526, United States -
ATM
● OpenWelcome to Navy Federal Credit Union's ATM located at 9070 U.S. 98, Pensacola, Florida 32506. As a trusted financial institution serving the military and their families, we are committed to providing exceptional financial services tailored to your needs. Whether you're looking to invest with our automated or self-directed tools in as little as 10 minutes, or seeking personalized guidance from our financial advisors, we've got you covered. Our innovative strategies can help you navigate the ever-changing investment landscape with confidence. At our Pensacola location, you can access a variety of services using your Navy Federal Debit Card and PIN. Enjoy fee-free withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal Credit Union accounts. Plus, take advantage of our exclusive offers for military members, including low rates and special discounts.
9070 U.S. 98, Pensacola, Florida 32506, United States -
Navy Federal Credit Union ATM
● OpenWelcome to the Navy Federal Credit Union ATM, conveniently located at 6200 North Davis Highway, Pensacola, Florida 32504. As part of a trusted financial institution, we are dedicated to serving the unique needs of our members, including military personnel and their families. Our ATM offers a range of financial services designed to make your banking experience smooth and efficient. In as little as 10 minutes, you can start investing with our Digital Investor tools, whether you prefer automated guidance or a self-directed approach. For those seeking personalized investment strategies, our financial advisors are available to help tailor a plan that suits your individual goals. Embrace the ever-changing world of investing with our seven proven strategies, designed to boost your confidence and help you navigate financial challenges.
6200 North Davis Highway, Pensacola, Florida 32504, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, conveniently located at 1153 Gulf Breeze Parkway, Gulf Breeze, Florida 32561. As a premier financial institution, we cater to the banking and financial needs of our valued members, specializing in providing exceptional ATM and banking services. At Navy Federal Credit Union, we understand the dynamic nature of investing. In as little as 10 minutes, you can start investing with our Digital Investor's automated or self-directed tools. For those seeking personalized guidance, our experienced financial advisors are ready to craft an investment strategy tailored to your unique needs and preferences. Explore our seven tried-and-true strategies to navigate challenges and become a more confident investor.
1153 Gulf Breeze Parkway, Gulf Breeze, Florida 32561, United States -
Navy Federal Credit Union ATM
● OpenWelcome to the Navy Federal Credit Union ATM located in Gulf Breeze, Florida 32561. As a trusted financial partner, we are dedicated to serving the military community and their families with exceptional financial services and support. Our ATM provides convenient access to your Navy Federal accounts, allowing you to make withdrawals, deposits, loan payments, balance inquiries, and transfers with ease. At Navy Federal, we offer a wide range of financial solutions tailored to your needs. Whether you're looking to start investing with our Digital Investor tools, seeking personalized advice from our financial advisors, or exploring the best business credit card options, we have the resources to help you succeed. Our commitment to military exclusives means you can enjoy low rates, special offers, and discounts as a token of our appreciation for your service.
Gulf Breeze, Florida 32561, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, located at 4891 U.S. 90, Pace, Florida 32571, your trusted partner in banking, finance, and financial guidance. Whether you're looking to invest in as little as 10 minutes with our Digital Investor's automated or self-directed tools, or seeking personalized investment strategies from our experienced financial advisors, we are here to support your financial journey. At Navy Federal, we understand that change is the only constant, especially in investing. That's why we offer seven tried and true strategies to help you navigate challenges and become a more confident investor. For business owners, we provide comprehensive resources to help you choose the perfect business credit card and explore assistance programs tailored for entrepreneurs.
4891 U.S. 90, Pace, Florida 32571, United States -
Edison Private School West
● ClosedWelcome to Edison Private School West, where the best investment is a good education. Located at 5844 Pine Hill Road, Port Richey, Florida, our school is recognized for its academic excellence and commitment to shaping a bright future for your children. At Edison Private School, we believe that education is the foundation for developing better individuals, and we are dedicated to supporting your child’s growth through a comprehensive and nurturing learning environment. At EPS, we prioritize your child’s education with a curriculum that includes essential subjects such as English, foreign languages, health and physical education, history, mathematics, and technology. Our experienced educators and administrative team review and enhance the curriculum regularly to ensure it is both challenging and innovative, preparing students to become successful college students and adults.
5844 Pine Hill Road, Port Richey, Florida 34668, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, located at 2607 Gulf to Bay Boulevard, Clearwater, Florida. As a leading financial institution, we proudly serve our members with a wide array of services including ATMs, banking, and financial solutions tailored to meet your needs. Our Digital Investor tools empower you to begin investing in as little as 10 minutes, with options for both automated and self-directed management. For those seeking personalized advice, our experienced financial advisors are ready to help you develop an investing strategy that aligns with your goals and preferences. Embrace change with confidence through our seven proven investment strategies.
2607 Gulf to Bay Boulevard, Clearwater, Florida 33759, United States -
Navy Federal
● OpenWelcome to Navy Federal Credit Union, proudly serving the St. Petersburg community at 6600 22nd Avenue North, Florida. As a trusted financial institution since 1933, we are dedicated to providing exceptional banking and financial services to our members, especially those in the armed forces and their families. With over 13 million members, our mission is to be the most preferred and trusted financial institution for military personnel and their families. Explore a wide range of services tailored to meet your financial needs. Whether you are interested in starting your investment journey with our Digital Investor tools or seeking personalized guidance from our financial advisors, Navy Federal is here to help you grow your wealth and secure your future. Discover our 7 tried and true strategies to become a more confident investor, and learn how you can manage your business finances independently with the right business credit card.
6600 22nd Avenue North, St. Petersburg, Florida 33710, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, located at 2172 Tyrone Boulevard North, St. Petersburg, Florida 33710. As a premier institution specializing in ATM, banking, and financial services, we are dedicated to serving the unique needs of our members. Since our founding in 1933, we have grown from a small group of 7 members to a vast community of over 13 million, all while maintaining our vision: "Be the most preferred and trusted financial institution serving the military and their families." Our comprehensive suite of services is designed to empower you with financial confidence. Whether you're looking to invest with ease using Digital Investor’s automated or self-directed tools, or seeking personalized guidance from our financial advisors, we are here to support you. Explore our seven tried-and-true investment strategies to navigate a constantly changing financial landscape with confidence.
2172 Tyrone Boulevard North, St. Petersburg, Florida 33710, United States -
Coastal Wealth - Fort Myers
● ClosedWelcome to Coastal Wealth - Fort Myers, your trusted partner in navigating the financial landscape with integrity and innovation. Located at 9530 Marketplace Road, Fort Myers, Florida, we pride ourselves on being the most innovative, collaborative, and trusted financial solutions firm in the nation. Our commitment to excellence is anchored in unwavering integrity and ethical conduct, ensuring that our clients receive transparent and responsible financial guidance. At Coastal Wealth, we embrace diversity and foster an inclusive environment to deliver unparalleled financial expertise. Our dedicated team collaborates to offer comprehensive financial services that exceed individual capabilities. We tailor dynamic solutions to meet your evolving needs, whether through strategic tax planning, personalized financial plans, or meticulously crafted investment strategies.
9530 Marketplace Road, Fort Myers, Florida 33912, United States -
First Citizens Bank ATM
● OpenWelcome to the First Citizens Bank ATM located at 8891 Timberwilde Drive, Bonita Springs, Florida 34135. As part of one of America's largest family-controlled banks, our ATM provides convenient financial services to meet your needs. With us, you can invest how you want, when you want, in real-time through Self-Directed Investing. We are proud supporters of Teen Cancer America, working to improve the quality of care for teens battling cancer. Stay informed with insights from our experts like Phil Neuhart and Nerre Shuriah, who discuss the significance of financial planning and potential impacts of the 2024 election cycle. Additionally, we are excited to announce our acquisition of Silicon Valley Bridge Bank, further expanding our capabilities.
8891 Timberwilde Drive, Bonita Springs, Florida 34135, United States -
First Citizens Bank ATM
● OpenWelcome to the First Citizens Bank ATM, conveniently located at 1125 Immokalee Road, Naples, Florida 34110. As a trusted name in finance, we offer a range of services to meet your financial needs. Whether you’re looking to invest on your own terms with our Self-Directed Investing options or seeking support for impactful causes like Teen Cancer America, we are here to help. Our bank is proud to be one of America’s largest family-controlled banks, with leadership spanning three generations. We prioritize your financial well-being with insights from experts like Phil Neuhart and Nerre Shuriah, who provide valuable perspectives on financial planning and potential policy impacts of the 2024 election cycle.
1125 Immokalee Road, Naples, Florida 34110, United States
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