TOP 10 Senior financial planning in Fort Myers, FL
15 results found
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Ajay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAjay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1560 Matthew Drive, Fort Myers, Florida, United States, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Ajay Verma is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and comprehensive financial planning, Ajay Verma is dedicated to helping clients achieve their financial goals and secure their financial future.
1560 Matthew Dr Ste J, Fort Myers, FL 33907, United States -
Carl F Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCarl F Nicolosi is a financial advisor at Ameriprise Financial Services, LLC located at 14311 Metropolis Avenue, Fort Myers, Florida, United States. Carl 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®, 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®. Carl specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Carl is committed to helping clients achieve their financial goals. Whether you are looking for advice on annuities, seniors' issues, divorce financial planning, or exit planning, Carl can provide tailored solutions to meet your needs. Contact Carl F Nicolosi today for expert financial advice and guidance.
14311 Metropolis Ave Ste 205, Fort Myers, FL 33912, United States -
Lowest Insurance Agency, LLC
● ClosedLowest Insurance Agency, LLC is a trusted health insurance agency located at 583 Pondella Road in North Fort Myers, Florida. With a commitment to providing affordable and comprehensive health insurance options to individuals and families, Lowest Insurance Agency, LLC is dedicated to helping clients find the best coverage to meet their needs. Whether you are looking for individual health insurance, group health insurance, or Medicare options, our knowledgeable team is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your health insurance coverage.
583 Pondella Rd unit b, North Fort Myers, FL 33903, United States -
Estrella Insurance #241
● ClosedEstrella Insurance #241, located at 11150 South Cleveland Avenue in Fort Myers, Florida, is a reputable health and insurance agency. Our licensed agents are dedicated to finding the best insurance coverage for each client's individual needs and budget. With over 40 years of experience in the industry, we offer a variety of insurance products including auto, home, renters, commercial, business, life, and health insurance. Our commitment to quality, reliability, and trust is reflected in the positive feedback we receive from our satisfied customers. We work with over 25 insurance carriers to ensure that you get the best coverage at the best price. Contact us today for assistance and guidance with your insurance needs.
11150 S Cleveland Ave #110, Fort Myers, FL 33907, United States -
Mr. Auto Insurance
● ClosedMr. Auto Insurance is a trusted insurance agency located at 4120 Cleveland Avenue in Fort Myers, Florida. We specialize in providing affordable and comprehensive auto insurance coverage to drivers in the United States. Our experienced agents are dedicated to helping you find the best policy to meet your specific needs and budget. Whether you are a new driver or have years of experience on the road, we are here to ensure you have the protection you need. Visit us today to learn more about our services and get a personalized quote for your auto insurance needs.
4120 Cleveland Ave Suite B, Fort Myers, FL 33901, United States -
Bankers Life
● ClosedBankers Life, located at 13461 Parker Commons Boulevard in Fort Myers, 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 right coverage for their needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. At Bankers Life, we are here to help you prepare for the future and have important discussions with your loved ones. We are currently recruiting for agent, manager, and investment professional positions, offering award-winning training programs and opportunities for career advancement. Join us at Bankers Life and help your community achieve a financially secure retirement.
13461 Parker Commons Blvd Ste 205, Fort Myers, FL 33912, United States -
Law Office of Ted Wolfendale
● ClosedWelcome to the Law Office of Ted Wolfendale Located at 2180 West First Street, Fort Myers, Florida, the Law Office of Ted Wolfendale is dedicated to serving the unique legal needs of seniors in Southwest Florida. With a singular focus on elder law and estate planning, our mission is to help seniors and their families plan for the future in a legal, ethical, and professional manner.
2180 West First Street, Fort Myers, Florida 33901, United States -
Goldman Babboni Fernandez Murphy & Walsh
● OpenWelcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.
8359 Beacon Boulevard, Fort Myers, Florida 33907, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, your trusted financial partner located at 10200 Cypress Cove Drive, Fort Myers, Florida 33908. We are committed to offering exceptional service and a comprehensive range of banking, trust, and investment solutions tailored to meet your individual needs. At FineMark, we prioritize making a positive impact in the communities we serve. Explore our video resource library for step-by-step guidance on managing your online accounts and customizing your banking experience. Our private wealth advisors and senior bankers share their expertise on a variety of financial topics, helping you stay informed and financially savvy. Don't miss the insights from our Second Quarter Virtual Event, featuring FineMark’s Chief Investment Officer and Senior Portfolio Manager.
10200 Cypress Cove Drive, Fort Myers, Florida 33908, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, where exceptional service meets comprehensive financial solutions. Located at 10010 Coconut Road, Bonita Springs, Florida, we are committed to delivering the highest level of service to our clients. As a full-service bank, we offer a wide range of banking, trust, and investment options tailored to meet your financial needs. Our dedication extends beyond financial services; we strive to make a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers is here to provide expert insights and guidance, helping you stay informed and financially savvy.
10010 Coconut Road, Bonita Springs, Florida 34135, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, located at 26800 South Tamiami Trail, Bonita Springs, Florida. As a distinguished provider of banking, trust, and financial services, we are committed to delivering the highest level of service to our clients. Our comprehensive offerings include personalized banking solutions, expert trust management, and innovative investment strategies designed to meet your unique financial needs. At FineMark, we prioritize making a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers are dedicated to sharing their expertise, ensuring you remain informed and financially savvy. Explore our exclusive video resource library for detailed guidance on accessing and customizing your online banking experience, as well as insightful discussions on various financial topics.
26800 South Tamiami Trail, Bonita Springs, Florida 34134, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, located at 701 Retreat Drive, Naples, Florida 34110. As a premier provider of ATM, banking, and financial services, we are committed to delivering the highest level of service to our clients. Our comprehensive suite of offerings includes banking, trust, and investment solutions designed to meet your unique financial needs. At FineMark, we strive to make a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers are dedicated to sharing their expertise on a variety of financial topics, helping you stay informed and financially savvy. Explore our exclusive video resource library for detailed instructions on managing your online accounts and customizing your banking experience.
701 Retreat Drive, Naples, Florida 34110, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, located at 120 Moorings Park Drive, Naples, Florida. We are committed to offering an unparalleled level of service to our clients, providing a comprehensive range of banking, trust, and investment solutions. Our mission is to make a positive impact in the communities we serve while helping you achieve your financial goals. At FineMark, we understand the importance of staying informed and financially savvy. Our private wealth advisors and senior bankers are here to share their expertise on a variety of topics through our exclusive video resource library. Whether you are looking to maximize your online banking experience or explore investment opportunities like a 529 plan, we have you covered. A 529 plan, for instance, is a versatile investment account that offers tax-free withdrawals for qualified education expenses, including college, K-12 tuition, apprenticeship programs, and even student loan repayments.
120 Moorings Park Drive, Naples, Florida 34105, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, your trusted partner in banking, finance, and investment services. Located at 800 Laurel Oak Drive, Naples, Florida 34108, we are committed to delivering exceptional service and a comprehensive range of financial solutions to our valued clients. Our offerings include personalized banking, trust, and investment services tailored to meet your unique needs. At FineMark, we believe in making a positive impact in the communities we serve. Our team of private wealth advisors and senior bankers are dedicated to sharing their expertise, helping you stay informed and financially savvy. Explore our exclusive video resource library for detailed instructions on managing your online accounts and customizing your banking platform.
800 Laurel Oak Drive, Naples, Florida 34108, United States -
FineMark National Bank & Trust
● ClosedWelcome to FineMark National Bank & Trust, conveniently located at 275 8th Street South, Naples, Florida 34102. As a premier provider of banking, trust, and investment services, we are committed to delivering the highest level of personalized service to our clients. Our comprehensive suite of financial offerings is designed to meet the diverse needs of individuals, families, and businesses, ensuring your financial well-being and success. At FineMark, we pride ourselves on making a positive impact in the communities we serve. Our dedicated team of private wealth advisors and senior bankers are here to guide you with expert knowledge on a variety of financial topics. We invite you to explore our video resource library, where you'll find detailed instructions on managing your online accounts and customizing your banking experience to suit your lifestyle. Additionally, our exclusive library features insightful videos to help you stay informed and financially savvy.
275 8th Street South, Naples, Florida 34102, United States
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