Specialized retirement strategies in The Villages, FL
18 results found
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Tax Free Retirement Blog
● OpenThe Tax Free Retirement Blog is a trusted resource located at 2605 McLin Lane in The Villages, Florida, United States. Specializing in accounting and finance, this institution provides valuable insights and information on how to achieve a tax-free retirement. Whether you are looking to maximize your retirement savings or minimize your tax liabilities, the Tax Free Retirement Blog offers expert advice and strategies to help you plan for a financially secure future. Stay informed and empowered with the latest tips and trends in retirement planning by following the Tax Free Retirement Blog.
2605 McLin Ln, The Villages, FL 32163, United States -
Sawgrass Asset Management, LLC
● ClosedSawgrass Asset Management, LLC is a finance institution located at 5000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. They specialize in providing wealth management services, investment advice, and financial planning solutions to individuals and businesses. With a team of experienced professionals, Sawgrass Asset Management, LLC aims to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sawgrass Asset Management, LLC offers personalized services tailored to meet your specific needs.
5000 Sawgrass Village Cir UNIT 32, Ponte Vedra Beach, FL 32082, United States -
Life Transitions Counseling
● ClosedLife Transitions Counseling is a reputable health institution located at 6000A Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. Our dedicated team of counselors specializes in providing support and guidance to individuals facing major life changes or transitions. Whether you are dealing with career changes, relationship issues, loss, or any other significant event, our experienced counselors are here to help you navigate through these challenges. We offer a safe and confidential environment where you can explore your feelings, gain insight, and develop coping strategies to successfully transition to the next phase of your life. Contact us today to schedule a consultation and start your journey towards healing and personal growth.
6000A Sawgrass Village Cir UNIT 14, Ponte Vedra Beach, FL 32082, United States -
Merrill Lynch Financial Advisor Lesli Luther
● ClosedMerrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Lesli Luther specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By combining the investment insights of Merrill and the banking solutions of Bank of America, clients can have access to a comprehensive approach to wealth management. Lesli Luther is committed to serving the community through volunteering and believes in building long-term relationships with clients by understanding their evolving needs and priorities. With a focus on personalized financial planning, Lesli Luther helps clients navigate important life decisions such as retirement planning, education funding, and legacy planning. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help achieve their financial objectives. Lesli Luther is dedicated to helping clients stay on track towards their goals by regularly reviewing and adjusting their financial approach. With a mission to understand each client's unique situation, Lesli Luther offers a personalized approach to wealth management that aligns with individual aspirations and risk tolerance. As a registered advisor in multiple states, Lesli Luther is equipped to provide expert guidance on investment strategies and financial planning. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.
1100 Canal St, The Villages, FL 32162, United States -
Parady Financial
● ClosedParady Financial is a well-respected retirement services firm located at 3602 Kiessel Road in The Villages, Florida. Led by Greg Parady, a renowned income and annuity professional, the institution has been helping clients protect and maximize their assets since 2001. With over 27 years of experience and a career sales record exceeding $1 billion in annuities, the team at Parady Financial is dedicated to providing personalized retirement strategies for conservative-minded adults. Greg Parady is known for his expertise in income planning and his commitment to building strong relationships with clients. The institution prides itself on empowering individuals to make informed financial decisions based on their unique needs. Through continuous education and specialized knowledge, the staff at Parady Financial is able to leverage retirement assets to ensure a secure and tax-efficient retirement for their clients.
3602 Kiessel Rd, The Villages, FL 32163, United States -
Talon Wealth Management
● ClosedTalon Wealth Management is a leading financial institution located at 11974 County Road 101 in The Villages, Florida, United States. Specializing in wealth management, our team of experienced professionals provide personalized financial solutions to help clients achieve their financial goals. From investment planning to retirement strategies, Talon Wealth Management is dedicated to helping clients secure their financial future. Contact us today to learn more about our services and how we can help you grow and protect your wealth.
11974 Co Rd 101 #103, The Villages, FL 32162, United States -
David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid 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.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Clemente Palacios, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Clemente Palacios, AAMS™|CRPC™ is a reputable financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in finance, this institution offers personalized financial planning and investment services to help clients achieve their financial goals. With the expertise of Clemente Palacios, AAMS™|CRPC™, clients can expect tailored financial advice and strategies to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones is committed to providing top-notch financial guidance and support.
Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Niccole M Palacios
● ClosedEdward Jones - Financial Advisor: Niccole M Palacios is a trusted financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States. Specializing in providing personalized financial advice and services, Niccole M Palacios is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships, this institution offers a wide range of financial solutions tailored to meet the individual needs of each client. Whether you are planning for retirement, investing for the future, or simply looking to grow your wealth, Niccole M Palacios and her team are here to guide you every step of the way. Trust in Edward Jones - Financial Advisor: Niccole M Palacios for expert financial advice and a commitment to your financial success.
Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States -
Keriann Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKeriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann holds multiple 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®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Edward Jones - Financial Advisor: Jena Sullivan
● ClosedEdward Jones - Financial Advisor: Jena Sullivan is a reputable financial institution located at 8483 Southeast 165th Mulberry Lane in The Villages, Florida, United States. Specializing in providing expert financial advice and personalized investment strategies, Jena Sullivan and her team are dedicated to helping clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones offers a range of services including retirement planning, wealth management, and investment guidance. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Jena Sullivan is here to help you every step of the way.
8483 SE 165th Mulberry Ln Suite 100, The Villages, FL 32162, United States -
Alec Thomas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlec Thomas is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Alec Thomas holds multiple 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 Alec Thomas' expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Alec Thomas is dedicated to providing comprehensive financial planning services to clients, including veterans and military personnel.
11714 NE 62nd Terrace #100, The Villages, FL 32162, United States -
Merrill Lynch Financial Advisor Patrick Kavanaugh
● ClosedMerrill Lynch Financial Advisor Patrick Kavanaugh is a finance institution located at 1100 Canal Street in The Villages, Florida, United States. Specializing in personalized wealth management strategies, Patrick Kavanaugh helps clients create flexible financial plans tailored to their individual goals and priorities. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients have access to a comprehensive approach to managing their wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Patrick Kavanaugh works to understand each client's unique financial situation and preferences, helping them pursue their long-term goals. With a focus on building lasting relationships and staying informed about changes in clients' lives, Patrick Kavanaugh aims to provide ongoing support and guidance to help clients achieve financial success. As a registered advisor in multiple states and holding certifications as an Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™, Patrick Kavanaugh is dedicated to helping clients navigate the complexities of investing and financial planning.
1100 Canal St, The Villages, FL 32162, United States -
CPS Investment Advisors
● ClosedCPS Investment Advisors is a wealth management institution located at 11962 County Road 101 in The Villages, Florida, United States. The institution offers the CPAlliance® program, a Turnkey Asset Management Program (TAMP) specifically designed by CPAs for CPAs. As a network of elite CPA Financial Planners who are registered investment advisors, CPS Investment Advisors is uniquely qualified to help clients achieve and protect financial independence. The CPAlliance® program provides asset management, performance reporting, trade reconciliation, and billing services, allowing CPAs to focus on their client's goals while CPS Investment Advisors takes care of the rest. With an understanding of the limited time CPAs have, the CPAlliance® program is designed to meet the growing need for CPA Financial Planners.
11962 Co Rd 101, The Villages, FL 32162, United States -
Mary Romaine - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary Romaine is a Financial Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. Mary holds various certifications such as 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 Mary's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Mary is dedicated to providing comprehensive and personalized financial advice to individuals and businesses, ensuring they achieve their financial goals and secure their financial future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira holds multiple 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 Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Rapson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Matthew holds various certifications and designations, 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®. Matthew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and retirement planning, Matthew is committed to helping clients achieve their financial goals. Contact Matthew Rapson at Ameriprise Financial Services, LLC for expert financial advice and personalized financial planning solutions.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Walter Group Real Estate - Longboat Key Realtors
● ClosedWelcome to Walter Group Real Estate - Longboat Key Realtors, where over 22 years of expertise and a personalized approach have established us as Longboat Key's premier local real estate agency. Located at 440 Gulf of Mexico Drive, Longboat Key, Florida, we are your trusted partners in navigating the vibrant local real estate market. Janet and Steve Walter bring a wealth of local knowledge and a deep understanding of Longboat Key and its surrounding areas. Their commitment to providing personalized service and expert guidance ensures a smooth, stress-free experience whether you're buying or selling a property.
440 Gulf of Mexico Drive, Longboat Key, Florida 34228, United States
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