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TOP 30 Senior financial planning in Florida
347 results found
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Merrill Lynch Financial Advisor Enrique Falla
Merrill Lynch Financial Advisor Enrique Falla is located at 200 South Biscayne Boulevard in Miami, Florida. Enrique Falla, Jr. is a Senior Vice President International Wealth Advisor with over 14 years of experience in financial and sales management. He specializes in working with high net worth families and their businesses, drawing on his extensive multinational background. Enrique holds an MBA in International Business and a BA in Business Administration from the University of Miami. He is actively involved in the community and values building personalized financial plans centered on individual goals. With a focus on understanding clients' priorities and evolving needs, Enrique offers tailored investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether planning for retirement, saving for education, or managing wealth transfer, Enrique is dedicated to helping clients achieve their financial goals. Through ongoing communication and adjustments to financial approaches, Enrique aims to guide clients through life's changes and market fluctuations. As a registered advisor in multiple states, Enrique Falla is committed to providing personalized service and investment insights to help clients live their best financial life.
Baker Financial Group
Baker Financial Group is a reputable accounting and finance institution located at 7494 Southwest 60th Avenue in Ocala, Florida, United States. With a team of experienced professionals, Baker Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust in the expertise and personalized attention provided by the team at Baker Financial Group to help them achieve their financial goals.
Senior Accountant Kathleen Flynn
Senior Accountant Kathleen Flynn is a reputable accounting and finance institution located at 1314 Cape Coral Parkway East in Cape Coral, Florida, United States. With years of experience and expertise in the field, Kathleen Flynn offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Senior Accountant Kathleen Flynn is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Kathleen Flynn and her team to help you navigate the complexities of financial management with confidence and ease.
Ameriprise Financial
Welcome to Ameriprise Financial, Spring Hill, Florida At Ameriprise Financial, located at 5085 Commercial Way, Spring Hill, Florida 34606, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. As a reputable institution in the banking and finance industry, we pride ourselves on our commitment to ethical standards, comprehensive education, and personalized client service.
Charles Braniff - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Charles Braniff - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida 34110. Our mission is to provide personalized financial advice to help you achieve your financial goals. Charles Braniff is a highly qualified financial advisor, bringing a wealth of knowledge and expertise in various aspects of financial planning and asset management. Holding multiple prestigious designations, Charles is dedicated to offering comprehensive financial services tailored to your unique needs.
Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida. As a dedicated financial advisor, Benjamin Dreon is committed to providing personalized financial solutions tailored to meet the diverse needs of individuals, retirees, and small business owners. With a robust suite of certifications and designations, Benjamin Dreon offers expertise in various aspects of financial planning and asset management. Our services are underpinned by a strong ethical foundation and a commitment to excellence, as demonstrated by our advisor's numerous certifications. These include the AAMS™ certification, which focuses on asset allocation and investment strategies, and the APMA™ designation, which emphasizes portfolio management. Our advisor is also an ADPA™ Accredited Domestic Partnership Advisor™, skilled in addressing the unique financial needs of domestic partners, and a holder of the AEP® designation, specializing in estate planning.
John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1004 Collier Center Way, Naples, Florida, John Reamer is your dedicated partner in navigating the complex world of personal finance. Specializing in comprehensive wealth management, John brings a wealth of knowledge and expertise to help you achieve your financial goals.
Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.
Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.
Health Insurance at 65+
Health Insurance at 65 is a leading insurance agency located at 401 East Jackson Street in Tampa, Florida, United States. Our institution specializes in providing comprehensive health insurance plans tailored specifically for individuals aged 65 and older. With a team of experienced professionals, we offer personalized assistance to help seniors navigate the complex world of health insurance and find the coverage that best suits their needs. Contact us today to learn more about our services and how we can help you secure the right insurance plan for your health and well-being.
HEALTH&WEALTH ADVISORS
Health&Wealth Advisors is a leading institution located at 3119 Capri Isle Way in Orlando, Florida, United States. Specializing in accounting and finance, our team of experts offers the Medicare Planning Fringe Benefit® program, which helps transition Eligible Plan Members to Medicare in a CMS compliant process. This program not only reduces employee benefit costs, but also saves you money in annual Medicare out of pocket expenses. Our analysis is prepared by a Federally Licensed Financial Advisor, ensuring that you receive the best financial advice possible. As a Registered Investment Adviser (RIA) through Sequent Planning, LLC, a subsidiary of Senior Market Sales (SMS), we offer financial planning and investment advisory services to help you achieve your financial goals.
Independent Life Insurance Company
Independent Life Insurance Company is a trusted insurance provider located at 135 West Bay Street in Jacksonville, Florida. With a commitment to providing personalized and comprehensive insurance solutions, Independent Life Insurance Company is dedicated to helping individuals and families protect their financial future. Their team of experienced professionals is ready to assist clients in finding the right life insurance coverage to meet their unique needs and goals. Whether you are looking for term life insurance, whole life insurance, or other insurance products, Independent Life Insurance Company is here to help you secure peace of mind for the future.
Solutions Insurance
Solutions Insurance is a trusted insurance agency located at 1110 Pinellas Bayway South in Tierra Verde, Florida, United States. We provide a wide range of insurance solutions to meet the needs of individuals and businesses. Our knowledgeable agents are dedicated to helping clients find the best coverage at the most competitive rates. Whether you are looking for auto, home, life, or commercial insurance, Solutions Insurance is here to provide you with personalized service and peace of mind. Contact us today to discuss your insurance needs and get a free quote.
The General Auto Insurance
The General Auto Insurance is a reputable insurance agency located at 8305 Sheldon Road in Tampa, Florida. Specializing in auto insurance, this institution offers a wide range of coverage options to meet the needs of drivers in the United States. With a commitment to providing quality service and competitive rates, The General Auto Insurance is a trusted choice for individuals looking to protect their vehicles and assets on the road. Contact them today for a personalized insurance quote and peace of mind while driving.
Annuity.org
Annuity.org is a trusted institution located in Orlando, Florida, United States, specializing in finance. Whether you are interested in selling structured settlement payments, planning for retirement, or taking control of your personal finances, Annuity.org is here to help you make informed decisions that shape your financial future. Our team of certified financial experts and licensed professionals provide impartial, reliable insights to educate you about your financial options. With a focus on financial literacy and empowering individuals to make informed decisions, Annuity.org offers a range of resources, including articles, podcasts, and educational materials on topics such as annuities, retirement planning, and financial security. Stay up to date with the latest news on annuities, finance, and retirement planning with Annuity.org, where real people provide real financial advice.
Ironclad Accounting & Finance
Ironclad Accounting & Finance is a premier institution located at 7751 Belfort Parkway in Jacksonville, Florida, United States. Founded by a team of finance, technology, and marketing professionals with successful exits, we specialize in providing customized accounting and finance solutions for businesses of all sizes. At Ironclad, we understand the importance of having a solid grasp on your finances for the success of your business. Our team works closely with you to create a tailored package that aligns with your business goals, all for a flat monthly fee. By optimizing your budget and providing the right mix of expertise at the right seniority levels, we offer a cost-effective alternative to hiring full-time team members.
Social Care Services, LLC
Social Care Services, LLC, located at 8833 Perimeter Park Boulevard in Jacksonville, Florida, is a health institution dedicated to helping individuals and families achieve self-sufficiency and wellness. Our comprehensive program offers supportive services such as educational assistance, employment support, financial and medical benefits, medication management, mental health counseling, psychiatric medication management, and targeted case management. At Social Care Services, we believe in the inherent worth and strength of every individual. We are committed to helping our community members build their lives and reach their full potential by providing high-quality and personalized support. Our team understands that each person has unique talents and qualities that shape their life's journey, and we are here to empower them to define and achieve their own quality of life.
Keith Williams - State Farm Insurance Agent
Keith Williams - State Farm Insurance Agent is a reputable insurance agency located at 4646 US 90, Marianna, Florida, United States. Our team specializes in helping customers save money by bundling their auto and home insurance policies. With over 30 years of experience, we are dedicated to providing comprehensive protection and financial efficiency for our clients in Jackson, Washington, Holmes, Calhoun, North Bay Counties, and surrounding areas. We have received numerous awards for our excellence in the insurance industry, including the President's Club Award, Chairman Circle, Senior Vice President's Club, State Farm Business Premier Award, and Crystal Excellence. Our team is committed to creating unique insurance plans tailored to your specific needs, whether it's for auto, homeowners, renters, business, or life insurance.
Dave Williams - State Farm Insurance Agent
Dave Williams - State Farm Insurance Agent is a reputable insurance agency located at 800 Capital Circle Southeast in Tallahassee, Florida. With over 33 years of experience, Dave Williams is dedicated to helping individuals and families protect what matters most to them. As a Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Advisor for Senior Living, Dave provides specialized expertise and guidance in various aspects of insurance planning. Recognized as a Silver Scroll Honor agent, Dave is committed to excellence and exceptional service for his customers. The team at Dave Williams - State Farm Insurance Agent consists of highly experienced professionals who are ready to assist with all insurance needs. From disability insurance to auto repair coverage, they offer personalized options and guidance to ensure customer satisfaction. With a passion for helping others and a love for hobbies like fishing, boating, and exploring new restaurants, Dave Williams is dedicated to providing top-quality customer service. Contact Dave Williams - State Farm Insurance Agent today for all your insurance needs.
Bankers Life
Bankers Life, located at 1500 Mahan Drive in Tallahassee, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones about planning for the future.
WoodmenLife
WoodmenLife is an insurance agency located at 4425 Lafayette Street in Marianna, Florida, United States. With a focus on providing financial security and peace of mind for individuals and families, WoodmenLife offers a range of insurance products and services. Their dedicated team of professionals is committed to helping clients navigate the complexities of insurance and plan for the future. Whether you're looking for life insurance, retirement planning, or investment solutions, WoodmenLife is here to support you every step of the way. Visit their office in Marianna to learn more about how they can help you protect what matters most.
State Farm Insurance
State Farm Insurance is a reputable health insurance agency located at 4646 US 90 in Marianna, Florida, United States. With a strong commitment to providing quality coverage and exceptional customer service, State Farm Insurance offers a wide range of health insurance options to meet the needs of individuals and families. Whether you are looking for comprehensive coverage or a more affordable plan, State Farm Insurance can help you find the right policy to fit your needs. Trust in State Farm Insurance to protect your health and well-being.
Shawn E Brown Insurance - Health & Medicare Advisors
Shawn E Brown Insurance - Health & Medicare Advisors is a trusted insurance agency located in Tallahassee, Florida. Our experienced team of advisors specialize in health and Medicare insurance, helping individuals and families find the right coverage to meet their needs. With a commitment to personalized service and expert guidance, we strive to make the insurance process easy and stress-free. Visit us at 113 South Monroe Street to learn more about how we can help you protect your health and financial well-being.
Globe Life Liberty National Division: Jonathan Brooks
Globe Life Liberty National Division: Jonathan Brooks is an insurance agency located at 1342 Timberlane Road in Tallahassee, Florida. Our team is dedicated to providing personalized insurance solutions to meet the needs of our clients. With a focus on customer service and expertise in the insurance industry, we strive to help individuals and families protect what matters most. Contact us today to learn more about our insurance products and how we can help you secure your financial future.
Met Life
MetLife is an insurance agency located on Capital Circle Northeast in Tallahassee, Florida, United States. At MetLife, protecting your information is a top priority. They offer a range of services to help you protect yourself and your family, all in one place. Whether you need dental coverage, health savings accounts, disability insurance, or retirement planning, MetLife has you covered. They offer various dental programs, including preferred dental programs and Dental Health Maintenance Organizations (HMOs), to suit your needs. Employees can access and manage their benefits online through MyBenefits. MetLife also offers insights and resources for employers looking to support their workers with disability insurance and paid leave. Join the global community of individuals at MetLife who are dedicated to helping you build a more confident future.
New York Life Insurance
New York Life Insurance, located at 2623 Centennial Boulevard in Tallahassee, Florida, is a reputable finance and insurance agency. With a strong presence in the United States, New York Life Insurance offers a wide range of insurance products and financial services to help individuals and families protect their assets and secure their future. Their team of experienced agents is dedicated to providing personalized solutions tailored to each client's unique needs. Trust New York Life Insurance to provide reliable and trustworthy insurance coverage for all your needs.
Angel Black, Bankers Life Agent
Angel Black, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Medicare Advantage plans to find the coverage that best suits your needs. As the need for long-term care planning becomes increasingly important, our agents are here to guide you through the process and help you prepare for the future.
Michelle Dolce, Bankers Life Agent
Michelle Dolce, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida. As a dedicated Bankers Life agent, Michelle Dolce provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on life insurance, long-term care insurance, and retirement planning, Michelle Dolce offers expert guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking to secure your loved ones' future or plan for your own retirement, Michelle Dolce, Bankers Life Agent is committed to providing exceptional service and tailored insurance solutions to meet your specific goals and needs.
Keandre Leaks, Bankers Life Agent
Keandre Leaks, Bankers Life Agent is an insurance agency located at 1500 Mahan Drive in Tallahassee, Florida, United States. As a Bankers Life Agent, Keandre Leaks specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Keandre Leaks is committed to helping clients find the right insurance coverage to meet their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Keandre Leaks, Bankers Life Agent is dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
Kansas City Life Insurance Co
Kansas City Life Insurance Co is an insurance agency located at 2933 Kerry Forest Parkway in Tallahassee, Florida. They offer a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and reliable coverage, Kansas City Life Insurance Co is dedicated to helping clients find the right policies to meet their needs. Their experienced team of agents is ready to assist customers with expert advice and guidance on choosing the best insurance options for their unique situations. Trust Kansas City Life Insurance Co to provide peace of mind and security for you and your loved ones.
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