Special needs financial planning in Tallahassee, Florida

U-Vest Financial is a reputable finance institution located at 1673 Mahan Center Boulevard in Tallahassee, Florida, United States. We specialize in providing expert financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or wealth preservation, U-Vest Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Avant Financial Group is a leading finance institution located at 259 John Knox Road in Tallahassee, Florida, United States. Specializing in a wide range of financial services, Avant Financial Group offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Avant Financial Group is committed to providing personalized and innovative financial strategies tailored to each client's unique needs. Whether you are looking for investment guidance, retirement planning, or wealth management services, Avant Financial Group is dedicated to helping you secure a stable financial future.

Florida Medical Practice Plan is a geriatric primary care and consulting practice located at 1115 West Call Street in Tallahassee, Florida. Our dedicated providers specialize in managing the care of older adults, focusing on health issues that commonly affect aging patients such as memory loss, incontinence, medication side effects, and fall prevention. We also offer treatment for chronic conditions like diabetes and heart disease. With two outpatient clinic locations and partnerships with multiple assisted living facilities, we are committed to helping our patients live active and healthy lives. Whether you are in need of a geriatrics specialist, reside in one of our affiliated assisted living facilities, or simply have questions about common medical issues in older adults, our team is here to assist you.

TNB Financial Services is a reputable finance institution located at 1705 Metropolitan Boulevard in Tallahassee, Florida, United States. With a team of experienced professionals, TNB Financial Services offers a wide range of financial solutions to individuals and businesses. Whether you need assistance with investments, retirement planning, or loans, TNB Financial Services is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure your financial future.

Jenny T Nash is a Financial Advisor at Ameriprise Financial Services, LLC located on Timberlane Road in Tallahassee, Florida. Jenny holds several 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, and investment strategies. Jenny specializes in providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jenny is dedicated to helping clients achieve their financial goals.

Jackson Gardner is a financial advisor at Ameriprise Financial Services, LLC located at 1953 Thomasville Road in Tallahassee, Florida, United States. He 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®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Jackson Gardner is dedicated to providing comprehensive financial advice and guidance to individuals and businesses, helping them achieve their financial goals.

Ameriprise Financial is a finance institution located at 2292 Wednesday Street in Tallahassee, Florida, United States. Each Ameriprise advisor specializes in specific areas of focus to help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation to discuss your financial situation. Choose Ameriprise Financial to help you plan for a secure financial future.

Merrill Lynch Financial Advisor Jamie Wright is located at 1276 Metropolitan Boulevard in Tallahassee, Florida, United States. This finance institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Wright, Robinson, & Associates team consists of experienced wealth management advisors and client associates who specialize in managing the financial lives of high net worth to ultra-high net worth families, businesses, and retirees in over 40 states. They provide services such as investment & cash management, estate planning, retirement planning, and charitable gifting strategies. The team prides itself on its high level of service, commitment to problem-solving, and access to sophisticated portfolio and wealth planning strategies. Clients can expect personalized plans tailored to their unique circumstances and goals, with a focus on transparency and ongoing adjustments as needed. The institution also offers access to alternative investments for sophisticated, high-net-worth investors. Whether you are looking to bring fresh perspectives to your financial life or make informed decisions about your investments, Merrill Lynch Financial Advisor Jamie Wright is dedicated to helping you pursue your financial goals.

Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution offers a range of certifications and designations for professionals in the finance industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications cover various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. The professionals at Thomas Harbour are dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Edward Jones - Financial Advisor: James A Garcia, AAMS™|CRPC™, located at 1725 Capital Circle Northeast in Tallahassee, Florida, is a trusted financial institution specializing in providing personalized investment and wealth management services. With a focus on building long-term relationships with clients, James A Garcia, a knowledgeable and experienced advisor with designations including AAMS™ and CRPC™, offers expert guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Edward Jones is committed to providing tailored solutions to meet your unique needs. Visit us today to start planning for a secure financial future.

DeWitt Law, PC is a renowned institution of tax attorneys located in Tallahassee, Florida. Situated at 113 South Monroe Street, this firm specializes in providing expert legal advice and representation in matters related to accounting, finance, and tax law. With a team of highly skilled professionals, DeWitt Law, PC is dedicated to helping individuals and businesses navigate the complexities of tax regulations and ensure compliance with the law. Whether you are facing tax issues or need assistance with financial planning, DeWitt Law, PC is committed to providing top-notch legal services tailored to meet your specific needs.

James Moore & Co is a CPA tax accountant firm located in Tallahassee, Florida. With a focus on accounting, finance, and local government services, we provide comprehensive tax solutions for businesses and individuals. Our team specializes in payroll taxes, ensuring that your company remains compliant with federal and state regulations. We offer expert guidance on FICA and FUTA taxes, as well as assistance with reporting requirements to the IRS. Our experienced international tax advisors can help navigate the complexities of payroll tax laws, providing tailored advice for your unique business setup. Whether you need tax planning, auditing, or other financial services, our team at James Moore is here to support you. Contact us at our Tallahassee office to learn more about how we can help your business succeed.

Accounting and Business Financial Solutions, LLC is a reputable institution located at 6825 Skyrock Road in Tallahassee, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you are a small business owner or an individual looking for personalized financial advice, our experienced professionals are here to help. Trust Accounting and Business Financial Solutions, LLC to help you navigate the complex world of finance and achieve your financial goals.

Rivers Mobile Notary is a trusted finance institution located at 2566 West Tennessee Street in Tallahassee, Florida, United States. We specialize in providing convenient and reliable notary services on the go, ensuring that all your important financial documents are properly authenticated and legally binding. Our team of experienced professionals is dedicated to delivering exceptional customer service and ensuring your peace of mind. Trust Rivers Mobile Notary for all your notary needs.

Notary EZ 4 U is a trusted finance institution located at 2107 Faulk Drive in Tallahassee, Florida. We specialize in providing convenient notary services for all your important documents. Our team of experienced professionals is dedicated to making the notarization process easy and stress-free for our clients. Whether you need a document notarized for a real estate transaction, legal matter, or any other purpose, Notary EZ 4 U is here to help. Visit us today for fast and reliable notary services.

Tally Notary Services is a reputable finance institution located at 2221 East Orange Avenue in Tallahassee, Florida, United States. They specialize in providing notary services for a variety of financial documents, ensuring accuracy and legality in all transactions. With a team of experienced professionals, Tally Notary Services is dedicated to providing efficient and reliable services to their clients. Whether you need documents notarized for loans, real estate transactions, or other financial matters, you can trust Tally Notary Services to handle your needs with professionalism and expertise.

BeachBuilder Consulting and Investments is a premier general contractor located at 2510 Miccosukee Road in Tallahassee, Florida. With years of experience in the construction industry, we specialize in providing top-notch consulting services and investment opportunities for both residential and commercial projects. Our team of skilled professionals is dedicated to delivering high-quality results and exceeding our clients' expectations. Whether you are looking to build your dream home or invest in a new development, BeachBuilder Consulting and Investments is the trusted partner you need. Contact us today to learn more about how we can help bring your vision to life.

Proctor & Kole is a prestigious law firm located at 229 Pinewood Drive in Tallahassee, Florida, United States. With a team of experienced and dedicated lawyers, Proctor & Kole specializes in providing top-notch legal services to clients in various areas of law. From corporate law to family law, their attorneys are committed to delivering personalized and effective solutions to meet their clients' needs. Whether you are facing a complex legal issue or simply need legal advice, Proctor & Kole is here to help you navigate the legal system with confidence and peace of mind.

Footman Law Firm, P.A. is a prestigious finance and legal institution located at 1345 Cross Creek Circle in Tallahassee, Florida, United States. Specializing in a wide range of legal services, the firm is dedicated to providing expert legal advice and representation to clients in need. With a team of experienced and knowledgeable lawyers, Footman Law Firm, P.A. is committed to delivering top-notch legal solutions and ensuring the best possible outcomes for their clients. Whether you are facing a financial dispute, need assistance with estate planning, or require representation in a legal matter, Footman Law Firm, P.A. is here to help. Trust in their expertise and professionalism to guide you through the legal process and achieve a favorable resolution.

Triadium Holdings, Inc. is a premier travel agency located at 1625 Summit Lake Drive in Tallahassee, Florida, United States. With a commitment to providing exceptional service and unforgettable travel experiences, Triadium Holdings, Inc. specializes in creating custom vacation packages tailored to each client's unique preferences and needs. Whether you're looking for a relaxing beach getaway, an adventurous outdoor expedition, or a luxurious cruise vacation, our team of experienced travel experts is dedicated to making your dream vacation a reality. Contact Triadium Holdings, Inc. today to start planning your next unforgettable travel experience.

Adams and Reese is a prestigious law firm located at 108 East Jefferson Street in Tallahassee, Florida. With a strong reputation for providing top-notch legal services, the firm is known for its expertise in various practice areas including litigation, corporate law, real estate, and more. The team of experienced attorneys at Adams and Reese are dedicated to providing personalized solutions to their clients' legal needs, ensuring that they receive the highest level of service and representation. Whether you are in need of legal advice for your business or personal matters, Adams and Reese is committed to helping you navigate the complexities of the legal system with skill and professionalism.

The Boone Law Firm is a reputable finance and legal institution located at 317 East Park Avenue in Tallahassee, Florida, United States. With a team of experienced lawyers specializing in various areas of law, including finance, the firm is dedicated to providing top-notch legal services to its clients. Whether you are in need of assistance with financial matters or legal representation, The Boone Law Firm is committed to helping you navigate through your legal challenges with expertise and professionalism.

Talya Shahid is a reputable health institution located at 3700 Bradfordville Road in Tallahassee, Florida, United States. Specializing in pharmacy services, Talya Shahid offers a wide range of medications and health products to cater to the needs of its customers. With a team of experienced pharmacists and staff members, this institution is committed to providing top-notch healthcare services and ensuring the well-being of its clients. Visit Talya Shahid for all your pharmacy and health needs in the Tallahassee area.

Franklin Insurance Agency, Inc. is your local Tallahassee independent insurance agency, located at 209 Pinewood Drive in Tallahassee, Florida. With over thirty years of experience, we specialize in auto insurance, home insurance, life insurance, health insurance, and employee benefits. As independent agents, we work for you, not the insurance companies, to find the best coverage at the most competitive price. We pride ourselves on providing the highest levels of service and professional advice, becoming your trusted advisor for all your insurance needs. Our carefully selected group of financially strong, reputable insurance companies allows us to offer you the best coverage and service.

United Insurance Co of America is a reputable insurance agency located in Tallahassee, Florida. We provide a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our team of experienced agents is dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Visit us at 1839 South Monroe Street to learn more about how we can assist you with your insurance needs.

HUB International is an insurance agency located at 1117 Thomasville Road in Tallahassee, Florida, United States. Since 1959, we have been proud to serve the Tallahassee community, as well as clients throughout the Big Bend and Panhandle regions. Our experienced and licensed team offers a wide range of insurance products, including coverage for homes, businesses, cars, boats, health, life, and personal property. We work closely with our partner insurance companies to provide our clients with the latest options and competitive rates. Our staff goes beyond simply picking a policy and provider, offering personalized service to meet each client's specific needs. We also give back to our community through HUB Gives, supporting projects that benefit children, elders, and women in Tallahassee.

Brad Burns Insurance, located at 2069 North Monroe Street in Tallahassee, Florida, is a reputable health and insurance agency dedicated to providing top-notch service and coverage to secure businesses and homeowners alike. With a focus on tailored products and personalized services, Brad Burns Insurance works with clients to create value-driven solutions that match their budget and needs. Specializing in auto insurance, license & permit, construction, and commercial surety products, this agency serves clients in Alabama, Florida, Georgia, New Jersey, New York, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. As a second-generation agency established in 1974, Brad Burns Insurance continues to uphold the commitment and expectations set by its founder, Malcolm C. King, Sr. With a team of experts appointed with hundreds of insurance carriers, Brad Burns Insurance has been recognized as a Best Practices agency by the Independent Insurance Agents and Brokers of America multiple times, including being named the Top Performing Best Practices Agency in the nation by revenue size in 2021.

Avatar Property & Casualty is an insurance agency located at 325 John Knox Road, Tallahassee, Florida, United States. Currently in the liquidation process by the Florida Department of Financial Services, the institution has transferred claims data to the Florida Insurance Guaranty Association (FIGA) for processing. The institution has also transmitted data needed to process return premiums to FIGA. Agents who have not remitted unearned commissions are being referred to the Circuit Court for resolution. The most recent financial statements for 2023 are available on the website. Bank of America has ceased business with Avatar, and all uncashed claim checks will be handled by FIGA. Policies with Avatar were canceled on April 13, 2022. Premium refunds will be directly sent to policyholders. The Special Deputy Receiver is overseeing the liquidation process. A stay is in place prohibiting legal actions against the company. Claims related questions should be directed to FIGA. New claims should be reported to FIGA as well. Proof of Claim forms must be submitted by the deadline of March 14, 2023. Late-filed claims will be processed accordingly.

Alliance Insurance is a reputable insurance agency located at 1138 East Tennessee Street in Tallahassee, Florida. With a commitment to providing top-notch insurance solutions to individuals and businesses, Alliance Insurance offers a wide range of coverage options including auto, home, life, and commercial insurance. Their team of experienced agents is dedicated to helping clients find the best policies to suit their needs and budget. Whether you're looking for personal or business insurance, Alliance Insurance is your trusted partner for peace of mind and financial protection. Contact them today to discuss your insurance needs and get a personalized quote.

Doug Croley Insurance Services is a reputable health insurance agency located in Tallahassee, Florida. With a commitment to providing top-notch insurance services, our team at Doug Croley Insurance Services is dedicated to helping individuals and families find the best health insurance coverage to suit their needs. Located at 2814 Remington Green Circle, our agency offers personalized assistance and expert advice to ensure our clients receive the best possible insurance options. Contact us today to learn more about how we can help you protect your health and well-being.