Stock market investment advice in Florida
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Client Focused Financial
● OpenClient Focused Financial, located at 433 Central Avenue in St. Petersburg, Florida, is a finance institution dedicated to helping clients reach their financial goals. As a Dave Ramsey SmartVestor Pro, the institution works in the best interest of clients to maximize wealth and create personalized financial plans. With a focus on transparency and fiduciary responsibilities, Client Focused Financial offers actively managed portfolios at a low fee to help clients achieve their investment objectives. Founder Dan Westfall, a CERTIFIED FINANCIAL PLANNER™ and Certified Fund Specialist, ensures that clients receive personalized financial advice tailored to their individual needs. From retirement planning for pastors to strategies for managing stock market volatility, Client Focused Financial offers a range of services to help clients navigate the complexities of the financial world. With a commitment to increasing wealth and putting clients first, Client Focused Financial is dedicated to providing top-notch financial services to clients in the Tampa Bay area and beyond.
433 Central Ave 4th floor, St. Petersburg, FL 33701, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 601 Cleveland Street in Clearwater, Florida, offers personalized financial strategies and guidance to individuals, families, business owners, executives, and institutions. Our experienced advisors go beyond traditional wealth planning advice to help with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. We are committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies. Our advisors have access to industry analysts and specialists to help clients pursue their long-term objectives. As a Merrill client, you benefit from the knowledge and experience of industry-skilled advisors supported by Merrill's investing insights and global financial resources. Our dedicated advisors focus on helping clients prepare for financial challenges and lifestyle changes, while providing ongoing professional training, mentoring, and technology. Whether you're just starting your career or looking to become a Merrill financial advisor, we offer the tools and resources to help you succeed.
601 Cleveland St Suite 900, Clearwater, FL 33755, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 6311 Atrium Drive in Lakewood Ranch, Florida, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch are dedicated to helping clients navigate both rising and turbulent markets to address their financial goals and challenges. In addition to providing financial advice, the branch actively engages in volunteerism and charitable outreach to support the economic, social, and cultural life of the communities in which they operate. Through fundraising activities, employees contribute to various causes and non-profit organizations to help maintain vibrant and healthy communities.
6311 Atrium Dr, Lakewood Ranch, FL 34202, United States -
Waller Financial Planning Group
● ClosedWaller Financial Planning Group is a leading finance institution located at 801 Laurel Oak Drive in Naples, Florida, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experts are here to guide you every step of the way. Trust Waller Financial Planning Group to provide you with the tools and knowledge needed to secure your financial future.
801 Laurel Oak Dr #710, Naples, FL 34108, United States -
Merrill Lynch Financial Advisor Michael J Kahn
● ClosedMerrill Lynch Financial Advisor Michael J Kahn is a reputable finance institution located at 2400 North Commerce Parkway in Weston, Florida, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Michael J Kahn has the expertise and experience to help you make informed decisions. Trust in their team of professionals to provide personalized solutions tailored to your individual needs and objectives.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Clarity Financial Planning
● ClosedClarity Financial Planning is a trusted finance institution located at 5491 North University Drive in Coral Springs, Florida, United States. Our team of experienced financial advisors are dedicated to providing personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a clear path towards financial success.
5491 N University Dr # 101, Coral Springs, FL 33067, United States -
The Financial Marketplace Inc.
● OpenThe Financial Marketplace Inc. is a finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions about their money. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today to see how we can assist you with your financial needs.
2881 E Oakland Park Blvd Ste 488, Fort Lauderdale, FL 33306, United States -
The Friedl Group - Morgan Stanley
● OpenThe Friedl Group - Morgan Stanley is a leading financial institution located at 50 North Laura Street in Jacksonville, Florida, United States. Specializing in finance, the institution offers a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, The Friedl Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Friedl Group - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.
50 N Laura St Ste 2000, Jacksonville, FL 32202, United States -
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV
● ClosedMerrill Lynch Financial Advisor Benjamin A. Oxnard IV is located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on building and maintaining strong relationships with clients, Ben is passionate about helping individuals and families make important financial decisions. He prides himself on creating lasting connections with clients through a goals-based wealth management approach, providing personalized investment advice and guidance. Ben has experience assisting clients with various financial milestones such as retirement planning, education funding, inheritance, and business sales. He also specializes in managing concentrated stock positions and minimizing tax liabilities. Ben graduated from James Madison University with a B.S. in Psychology and has been with Merrill since 2012. In his free time, he enjoys spending time near the water, playing golf, and relaxing with his family. Ben serves as an Assistant Wrestling Coach at the Episcopal School of Jacksonville and is on the Board of Directors for the St. Johns Riverkeeper. With access to the global resources of Merrill, Ben's team is dedicated to providing personalized service and building strong client relationships based on trust. As a Registered Senior Wealth Management Client Associate, Ben focuses on helping clients achieve their financial goals by creating customized investment strategies tailored to their individual needs and priorities. By utilizing the Investment Personality Assessment, Ben can better understand clients' investing preferences and create a financial approach that aligns with their goals. Whether clients are planning for future healthcare expenses, funding education, or passing wealth to future generations, Ben works closely with them to develop a comprehensive financial strategy. As life and goals change, Ben's team helps clients adjust their financial approach to reflect these changes and stay on track to achieve their objectives. Through ongoing communication and regular reviews, Ben ensures that clients' financial plans remain aligned with their evolving needs and market conditions. By focusing on the client's priorities and providing personalized advice, Ben helps individuals navigate financial transitions and make informed decisions to secure their financial future. Whether clients are planning for retirement, funding education, or managing tax liabilities, Ben's team is dedicated to providing comprehensive financial solutions tailored to their unique needs. With a commitment to putting clients first, Ben works with clients to create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ben helps clients navigate the complexities of their financial lives and build customized investment strategies to pursue their objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ben offers a comprehensive approach to addressing clients' financial needs. Contact Ben Oxnard at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
First Command
● ClosedFirst Command is a trusted financial institution located at 590 Wells Road in Orange Park, Florida, United States. As a bank, finance, and insurance agency, we provide comprehensive financial services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and expert advice to help our clients secure their financial future. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, First Command is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.
590 Wells Rd Suite 2, Orange Park, FL 32073, United States -
Raymond James
● OpenRaymond James is a leading finance institution located at 301 East Pine Street in Orlando, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Raymond James has a team of experienced professionals ready to assist you. Trust Raymond James to provide you with the tools and resources you need to secure your financial future.
301 E Pine St Ste 1100, Orlando, FL 32801, United States -
Merrill Lynch Financial Advisor Richard Dwyer
● ClosedMerrill Lynch Financial Advisor Richard Dwyer is a renowned finance institution located at 300 South Orange Avenue in Orlando, Florida, United States. With a strong reputation for providing expert financial advice and personalized investment strategies, Richard Dwyer and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Richard Dwyer is dedicated to helping you navigate the complexities of the financial world with confidence and success.
300 S Orange Ave Suite 800, Orlando, FL 32801, United States -
Evergreen Financial Group
● ClosedEvergreen Financial Group, located at 127 West Church Avenue in Longwood, Florida, offers expert financial advice tailored to your personal objectives and concerns. Specializing in annuities, they can provide you with guaranteed income for life, security of your principal, and a way to avoid stock market volatility. With their help, you can outperform CDs and government bonds while preserving your principal. Their consultations come with no obligation, and they respect your privacy by never sharing your information with anyone else. Please note that all information provided is for educational purposes only and it is recommended to consult with a licensed financial or insurance professional before making any investment decisions.
127 W Church Ave, Longwood, FL 32750, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 14374 Narcoossee Road in Orlando, Florida, is a trusted financial institution offering a wide range of wealth management services. With experienced advisors who cater to individuals, families, business owners, executives, and institutions, the branch is well-equipped to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management provide personalized financial strategies based on years of combined knowledge and experience in wealth management. Beyond wealth planning advice, they also offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. By collaborating with clients' outside professionals, such as accountants and tax attorneys, the advisors ensure a comprehensive approach to financial planning.
14374 Narcoossee Rd, Orlando, FL 32832, United States -
The 1801 Group - Morgan Stanley
● OpenThe 1801 Group - Morgan Stanley is a prestigious financial institution located at 1801 North Military Trail in Boca Raton, Florida, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, The 1801 Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced financial advisors and analysts, The 1801 Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The 1801 Group - Morgan Stanley is committed to providing you with expert advice and personalized solutions.
1801 N Military Trl #300, Boca Raton, FL 33431, United States -
Merrill Lynch Financial Advisor Manuel Leal Sanchez
● ClosedMerrill Lynch Financial Advisor Manuel Leal Sanchez, located at 3507 Kyoto Gardens Drive in Palm Beach Gardens, Florida, offers personalized financial advice and guidance to help clients achieve their goals. With a focus on family, goals, and priorities, Manuel Leal Sanchez works with clients to create a customized financial plan centered around their aspirations. By utilizing the insights and resources of Merrill Lynch and Bank of America, clients can develop a tailored approach to managing, growing, and preserving their wealth. Through ongoing collaboration and adjustments to the plan as needed, Manuel Leal Sanchez helps clients navigate changing life circumstances and market conditions. With a commitment to putting clients first, Manuel Leal Sanchez strives to help individuals achieve their financial goals and live their best financial life.
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410, United States -
The Friedlander Group, Morgan Stanley
● ClosedThe Friedlander Group, Morgan Stanley is a reputable finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services including investment advisory, wealth management, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. The institution is committed to excellence and transparency in all their dealings, making them a trusted partner for individuals and businesses seeking financial guidance.
350 E Las Olas Blvd Ste 1500, Fort Lauderdale, FL 33301, United States -
Adelson Group - Ameriprise Financial Services, LLC
● ClosedAdelson Group - Ameriprise Financial Services, LLC is a prestigious finance institution located at 2700 North Military Trail in Boca Raton, Florida, United States. Recognized as one of the Forbes Best-in State Wealth Management Teams for 2024, we are dedicated to providing a personalized experience to help our clients achieve their financial goals. Our team of Ameriprise financial advisors offer expert advice tailored to individual needs, with a focus on building long-term relationships based on trust and integrity. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, we are here to help. Contact us for a complimentary initial consultation and find out how personalized advice can make a difference in your financial journey. Please note that Ameriprise financial advisors are registered to do business only in certain U.S. states, so be sure to check with your advisor for more details. We look forward to meeting with you and discussing what matters most to you. Remember, Ameriprise Financial Services, LLC cannot guarantee future financial results, but we are committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Thank you for considering Adelson Group for your financial needs.
2700 N Military Trl Ste 390, Boca Raton, FL 33431, United States -
Financial Advisors Miami
● OpenFinancial Advisors Miami is located at 1300 Collins Avenue, Miami Beach, Florida, United States. As a finance institution, we believe that you deserve to receive the financial advice you need without any compromise. Our team offers simple and easy financial service advice, no obligation consultations, and clear explanations and offers. Don't settle for companies that over-complicate things or tie up your assets inappropriately. Our financial advisors are here to guide you on the right path, recommending investments that are suitable for your budget and lifestyle. We provide customized service and preparation, guaranteeing our work and results.
1300 Collins Ave, Miami Beach, FL 33139, United States -
First Financial Planners
● ClosedFirst Financial Planners is a leading finance institution located at 3900 Hollywood Boulevard in Hollywood, Florida, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to plan for retirement, invest in the stock market, or save for a major purchase, our team is here to guide you every step of the way. Trust First Financial Planners to provide you with the tools and knowledge you need to secure your financial future.
3900 Hollywood Blvd, Hollywood, FL 33021, United States -
Robert van Esso - Morgan Stanley
● OpenRobert van Esso - Morgan Stanley is a prestigious financial institution located in Aventura, Florida, United States. With a reputation for excellence in the finance industry, the institution offers a wide range of financial services to clients, including wealth management, investment banking, and advisory services. The team at Robert van Esso - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Robert van Esso - Morgan Stanley is committed to providing expert guidance and support every step of the way.
20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, United States -
Patrick T Bulger, Financial Advisor
● ClosedPatrick T Bulger, Financial Advisor is a reputable finance institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida, United States. With years of experience in the financial industry, Patrick T Bulger offers expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your children's education, Patrick T Bulger can provide personalized solutions tailored to your individual needs. Trust in Patrick T Bulger, Financial Advisor to help you navigate the complex world of finance with confidence and ease.
500 E Broward Blvd Ste. 1710, Fort Lauderdale, FL 33394, United States -
The Abers Group - Morgan Stanley
● OpenThe Abers Group - Morgan Stanley is a finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. As part of the prestigious Morgan Stanley network, The Abers Group offers a wide range of financial services and expertise to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, The Abers Group is committed to providing top-notch financial advice and support to individuals, families, and businesses in the Fort Lauderdale area and beyond. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, The Abers Group - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
350 E Las Olas Blvd Ste 1500, Fort Lauderdale, FL 33301, United States -
keith c. allen financial advisor
● OpenKeith C. Allen Financial Advisor is a trusted finance institution located at 4455 Bayou Boulevard in Pensacola, Florida, United States. With years of experience in the industry, Keith C. Allen offers personalized financial advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Keith C. Allen and his team are dedicated to providing expert guidance and support. Visit us today to start your journey towards financial success.
4455 Bayou Blvd, Pensacola, FL 32503, United States -
John E Huber - Morgan Stanley
● OpenJohn E Huber - Morgan Stanley is a renowned financial institution located in Pensacola, Florida. As a branch of the esteemed Morgan Stanley brand, they provide a wide range of financial services including wealth management, investment banking, and asset management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Located at 850 South Palafox Street, John E Huber - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance and support.
850 S Palafox St UNIT 200, Pensacola, FL 32502, United States -
Edward Jones
● OpenEdward Jones is a reputable finance institution located on Chumuckla Highway in Pace, Florida, United States. With a strong commitment to personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors provides tailored solutions to help clients build wealth, save for retirement, and plan for the future. Trustworthy and reliable, Edward Jones is a trusted partner in guiding clients towards financial success.
Chumuckla Hwy, Pace, FL 32571, United States -
Eric Carlson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Carlson is a financial advisor at Ameriprise Financial Services, LLC, located at 4481 Legendary Drive in Destin, Florida, United States. With a background and qualifications that can be verified on FINRA's BrokerCheck website, Eric offers personalized advice to help clients achieve their financial goals. He provides insights on stock prices and market trends, guiding clients towards a more confident financial future. Clients can schedule a complimentary initial consultation to discuss financial planning concepts and explore investment options. Ameriprise Financial Services, LLC, a registered investment adviser, offers a range of investment products and services to help clients navigate the complexities of the financial world. Eric Carlson is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website.
4481 Legendary Dr #100, Destin, FL 32541, United States -
Jared Kirby - Raymond James
● OpenJared Kirby - Raymond James is a reputable finance institution located at 116 North Pine Avenue in Inverness, Florida, United States. With a focus on providing expert financial advice and investment services, our team at Jared Kirby - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust Jared Kirby - Raymond James for all your financial needs.
116 N Pine Ave, Inverness, FL 34450, United States -
Ramy Georgy - Morgan Stanley
● OpenRamy Georgy - Morgan Stanley is a renowned finance institution located at 18302 Highwoods Preserve Parkway in Tampa, Florida, United States. With a strong reputation for excellence in the financial industry, the institution offers a wide range of services including wealth management, investment banking, and financial advisory. The team of professionals at Ramy Georgy - Morgan Stanley are dedicated to providing personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, you can trust Ramy Georgy - Morgan Stanley to provide expert advice and guidance to help you navigate the complexities of the financial market.
18302 Highwoods Preserve Pkwy, Tampa, FL 33647, United States -
Freedom Capital Advisors
● ClosedFreedom Capital Advisors, located at 12033 Garnet Drive in Clermont, Florida, is a finance institution dedicated to providing tailored investment advice to clients when they need it the most. With over three decades of experience, Freedom Capital Advisors ensures that your investments align with your risk tolerance and financial goals. As an independent fee-based advisor and fiduciary, the institution always puts your interests first and believes in the importance of integrity and experience in helping you achieve your financial goals. Proud to be a Pillar-One Advisor of the Oxford Club, one of the world's most respected financial publications, Freedom Capital Advisors offers expert guidance in navigating today's complex market and political environment. Using award-winning technology from Interactive Brokers LLC as the custodian of all client funds, the institution provides unbiased information and tools to help you maximize your investments.
12033 Garnet Dr, Clermont, FL 34711, United States
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