Tax advantaged investment strategies in Florida
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Iron Horse Wealth Strategies
● ClosedIron Horse Wealth Strategies is a leading finance institution located at 3000 Langley Avenue in Pensacola, Florida. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. With a focus on personalized, client-centered service, Iron Horse Wealth Strategies is committed to providing expert financial guidance and support to individuals and families in the Pensacola area.
3000 Langley Ave # 200, Pensacola, FL 32504, United States -
Tax Advantage
● ClosedTax Advantage is a reputable accounting and finance institution located at 1201 3rd Street North, Jacksonville Beach, Florida, United States. With a team of experienced professionals, Tax Advantage provides expert tax planning and financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Tax Advantage is dedicated to helping you maximize your tax advantages and financial opportunities. Contact us today to schedule a consultation and take control of your financial future.
1201 3rd St N, Jacksonville Beach, FL 32250, United States -
That's My Tax Guy
● OpenThat's My Tax Guy is a finance institution located at 2875 South Orange Avenue, Orlando, Florida, United States. We specialize in proactive tax planning to legally reduce taxes for individuals, small business owners, and large corporations. Our tax advisory services are tailored to meet the unique needs of each client, with a focus on implementing and maintaining tax planning strategies. Our founder, Terrance, is a seasoned professional with a passion for optimizing financial strategies and maximizing potential. We offer a wide range of tax planning strategies, from deductions to retirement planning, and keep up with new legislation to ensure our clients are taking advantage of all available opportunities. Our goal is to empower entrepreneurs and organizations by delivering tailored solutions that lead to financial success. Please note that the information provided on our website is for informational purposes only and should not be considered as financial, investment, or tax advice. We recommend consulting with a qualified professional before making any financial decisions.
2875 S Orange Ave, Orlando, FL 32806, United States -
Halcyon Tax Advisors
● ClosedWelcome to Halcyon Tax Advisors, your premier destination for expert tax preparation and financial consulting in North Fort Myers, Florida. Conveniently located at 3444 Marinatown Lane, our dedicated team of experienced tax preparers is committed to providing you with accurate, timely, and stress-free tax services. We specialize in maximizing your returns while ensuring compliance with the latest tax laws and regulations. At Halcyon Tax Advisors, we understand that navigating the complexities of tax filing can be daunting. That's why we offer personalized consultations to tailor our services to your unique financial needs and goals. Whether you're an individual seeking assistance with annual tax returns or a business owner in need of comprehensive financial advice, we are here to help.
3444 Marinatown Lane, North Fort Myers, Florida 33903, United States -
Massie & Associates Financial Planning
● ClosedMassie & Associates Financial Planning is a reputable institution located in Fort Myers, Florida, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on client satisfaction, Massie & Associates Financial Planning is your trusted partner in achieving financial success. Visit us at 15961 McGregor Boulevard to learn more about how we can help you secure your financial future.
15961 McGregor Blvd Ste 2, Fort Myers, FL 33908, United States -
BCJ Wealth Management
● ClosedBCJ Wealth Management is a premier finance institution located at 1292 Timberlane Road in Tallahassee, Florida, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, BCJ Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and start building a secure financial future.
1292 Timberlane Rd, Tallahassee, FL 32312, United States -
Clements Financial Services, Inc.
● ClosedClements Financial Services, Inc. is a reputable accounting and finance institution located at 3113 Capital Medical Boulevard in Tallahassee, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Contact Clements Financial Services, Inc. today for all your financial needs.
3113 Capital Medical Blvd, Tallahassee, FL 32308, United States -
Sarasota Health and Financial Services
● ClosedSarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.
2477 Stickney Point Rd #217b, Sarasota, FL 34231, United States -
Modern Woodmen of America
● ClosedModern Woodmen of America, located at 5260 96th Terrace North in Pinellas Park, Florida, is a finance and insurance agency that has been serving families and communities since 1883. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting current needs, achieving future dreams, and planning for all stages of life. The institution offers a portfolio of high-quality financial products to meet a wide range of life needs. Members can access fraternal member programs and impact their community. Modern Woodmen is dedicated to protecting families and helping communities, offering relationships rather than just sales. Meet a representative in your community to explore how shared values can work for you. Trust the knowledge and experience of Modern Woodmen representatives to help you make the right financial decisions.
5260 96th Terrace N, Pinellas Park, FL 33782, United States -
Athan Brooks, Bankers Life Agent
● ClosedAthan Brooks, Bankers Life Agent is an insurance agency located at 2818 Cypress Ridge Boulevard in Wesley Chapel, Florida, United States. As a Bankers Life Agent, Athan Brooks specializes in providing insurance solutions to individuals and families. With a focus on financial security and peace of mind, Athan Brooks offers a range of insurance products to meet the diverse needs of their clients. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Athan Brooks, Bankers Life Agent is dedicated to helping you protect what matters most. Contact them today to learn more about their personalized insurance solutions.
2818 Cypress Ridge Blvd. Suite #230, Wesley Chapel, FL 33544, United States -
Wilson Business Group
● ClosedWilson Business Group is a finance institution located at 1517 West Garden Street in Pensacola, Florida, United States. Our unique approach combines accounting, payroll, insurance, and financial planning services all under one roof, providing your company with a competitive advantage. Our team of experienced professionals is dedicated to reducing costs and helping your business thrive. We guarantee the best rates and coverage from trusted providers, as well as accredited investment advice to help grow your assets and wealth. Located near Downtown Pensacola, we offer free parking for your convenience. Experience the power of Wilson Business Group and let us help you achieve your business goals.
1517 W Garden St, Pensacola, FL 32502, United States -
Sax Financial Inc
● OpenSax Financial Inc is a reputable finance institution located at 27511 Cashford Circle in Wesley Chapel, Florida, United States. With a strong commitment to providing top-notch financial services, Sax Financial Inc offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Sax Financial Inc is dedicated to providing personalized and reliable financial guidance. Contact Sax Financial Inc today to learn more about how they can help you secure your financial future.
27511 Cashford Cir, Wesley Chapel, FL 33544, United States -
Elliott Wealth Management
● ClosedElliott Wealth Management is a financial services firm located at 16910 U.S. 441 in Summerfield, Florida. Our team is dedicated to helping clients achieve long-term financial success through a combination of experience and personalized services. We believe that the current investment climate offers opportunities for financial independence, and we work closely with our clients to develop strategies to take advantage of these opportunities. One of our innovative offerings is the Simply Financial podcast hosted by Christopher Calandra, which covers a wide range of financial topics to help listeners increase their financial knowledge. Our office is located at Baylee Plaza Suite 203 in Summerfield, and we can be reached at 888.959.5904.
16910 US-441 Suite 203, Summerfield, FL 34491, United States -
Braxton Advisory | Financial Advisor
● ClosedBraxton Advisory | Financial Advisor is a finance institution located at 3367 West Vine Street in Kissimmee, Florida, United States. Our mission is to help clients protect their retirement savings from the impact of rising taxes. We work with pre-retirees and retirees to build strategies that maximize savings and minimize tax obligations, using alternative investments and tax-focused planning. Our goal is to make retirement great again by providing tax-advantaged investment solutions and innovative technologies. We understand that taxes are a significant expense in retirement, and our team is dedicated to helping clients minimize their tax liabilities. Whether you're just starting to plan for retirement or already in retirement, it's never too early to start thinking about tax planning. Contact us today to learn more about how we can help you achieve your financial goals.
3367 W Vine St #203, Kissimmee, FL 34741, United States -
LSP Planning
● ClosedLSP Planning is a finance institution located at 650 Seminole Boulevard in Largo, Florida, United States. Specializing in financial planning and investment management, LSP Planning offers personalized services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LSP Planning provides expert guidance and strategic advice to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, LSP Planning is dedicated to helping you make informed decisions and secure your financial future.
650 Seminole Blvd, Largo, FL 33770, United States -
Walters Strategic Advisors
● ClosedWalters Strategic Advisors is a finance institution located at 5266 Office Park Boulevard in Bradenton, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
5266 Office Park Blvd STE 206, Bradenton, FL 34203, United States -
Jim Zientara - Raymond James
● ClosedJim Zientara - Raymond James is a reputable finance institution located at 11009 Gatewood Drive in Lakewood Ranch, Florida, United States. With a focus on providing personalized financial services, our experienced team is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet the individual needs of each client. Trust in Jim Zientara - Raymond James for expert financial advice and guidance.
11009 Gatewood Dr STE 101, Lakewood Ranch, FL 34211, United States -
Walters Strategic Advisors
● OpenWalters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients. Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.
3277 Fruitville Rd # E, Sarasota, FL 34237, United States -
Macke Financial Advisory Group
● ClosedMacke Financial Advisory Group is a leading finance institution located at 12699 New Brittany Boulevard in Fort Myers, Florida, United States. Our team of experienced financial advisors provides personalized guidance and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our dedicated professionals are here to help. At Macke Financial Advisory Group, we are committed to providing top-notch financial services tailored to meet the unique needs of each individual client. Contact us today to schedule a consultation and take the first step towards securing your financial future.
12699 New Brittany Blvd, Fort Myers, FL 33907, United States -
Ronald Gelok & Associates
● ClosedRonald Gelok & Associates is a finance institution located at 999 Vanderbilt Beach Road in Naples, Florida, United States. They offer investment advisory services through Ronald Gelok & Associates, LLC, and insurance products through Ronald Gelok & Associates, Inc. Securities are offered through AAG Capital, Inc. Member FINRA/SIPC. The team at RGA is dedicated to providing personalized planning to help clients achieve their dream retirements. The team at RGA includes professionals like Bethany, who handles graphic design, web development, and event planning, Tammie, the Director of Client Services, Christian, who focuses on income and expense projection, Alina, the Executive Assistant, Chrissy, who assists with marketing strategy, and Brian, a Financial Advisor and Certified Structured Settlement Consultant.
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108, United States -
Mellig Group - Wealth Advisors
● ClosedMellig Group - Wealth Advisors is a finance institution located at 400 University Drive, Coral Gables, Florida, United States. At Mellig Group, we help you understand your choices, plan with confidence, and empower your life by achieving your financial goals with personalized investment recommendations tailored to your unique needs. Whether it's life insurance, asset protection, or college savings, we navigate life's financial milestones with you, crafting personalized plans that make sense for your individual goals. Our team of expert advisors partners with you to maximize your savings, minimize your tax burden, and provide peace of mind knowing your hard-earned money is securely invested and professionally managed. We empower you to make informed decisions with the highest potential for success, guiding you towards achieving your financial goals.
400 University Dr STE 400, Coral Gables, FL 33134, United States -
GerrityandCo.
● ClosedWelcome to Gerrity & Co. Private Wealth Management, located at 5150 Belfort Road in Jacksonville, Florida, United States. We cater to a diverse client base of high-net-worth individuals, affluent clients, and individual trusts across the country. As an independently owned institution with no outside shareholders, we pride ourselves on building long-term relationships with our clients based on trust and understanding. Our team of professionals, with credentials such as Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), is dedicated to providing objective financial advice and investment management services. We believe in offering tailored strategies to help you navigate the various financial challenges you may encounter throughout your life.
5150 Belfort Rd UNIT 702, Jacksonville, FL 32256, United States -
Albertson Financial Group
● ClosedAlbertson Financial Group is a leading finance and insurance agency located at 1104 East Baker Street in Plant City, Florida, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Albertson Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning services, our team of experienced professionals is here to assist you every step of the way. Trust Albertson Financial Group to provide you with personalized solutions tailored to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.
1104 E Baker St, Plant City, FL 33563, United States -
BARR Financial Services LLC
● OpenBARR Financial Services LLC is a finance institution located at 2160 North Park Avenue, Winter Park, Florida, United States. At BARR Financial Services, we are dedicated to helping people imagine, create, and live joyful lives. Our founder, Kirk, established the firm with this mission at its core. We believe in educating our clients about their financial options and providing resources to assist them in making informed decisions. Stay informed with Kirk Barr Young's monthly economic review, and take advantage of our complimentary introductory session to see if we are the right fit for your financial goals. With a focus on simplifying life and addressing common financial concerns, we aim to help individuals secure their financial future. Whether it's retirement savings, managing risks, or exploring the world of cryptocurrency, we are here to guide you every step of the way. Securities offered through Triad Advisors, LLC, Member FINRA & SIPC, and advisory services offered through BARR Financial Services LLC. Contact us today to schedule a conversation and start your journey towards financial well-being.
2160 N Park Ave, Winter Park, FL 32789, United States -
Aishka Lugo - UBS Financial Services Inc.
● OpenAishka Lugo - UBS Financial Services Inc. is a finance institution located at 101 East Kennedy Boulevard in Tampa, Florida, United States. With a commitment to providing top-notch financial services, Aishka Lugo - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to providing personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Aishka Lugo - UBS Financial Services Inc. is here to help you navigate the complex world of finance with confidence and peace of mind.
101 E Kennedy Blvd 18th Floor, Tampa, FL 33602, United States -
J2 Capital Management
● ClosedJ2 Capital Management is a finance institution located at 1222 Southeast 47th Street in Cape Coral, Florida, United States. Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management, we offer a unique advantage to our clients by keeping all expertise in-house. This allows us to have a higher level of visibility into all your asset needs and provide better service compared to using multiple professionals for individual planning components. Our in-house CFP professionals ensure the most comprehensive view of your assets and build a plan aligned with your goals. We also utilize our internal CPAs to integrate and coordinate your tax & estate planning with your financial plan. Our in-house portfolio manager offers custom dynamic strategies designed to reduce and manage risk, providing a level of customization that is hard to find elsewhere.
1222 SE 47th St Office Suite C-1, Cape Coral, FL 33904, United States -
The Legend Group
● OpenThe Legend Group is a prestigious institution located at 6111 Tidewater Island Circle in Fort Myers, Florida, United States. Known for its excellence in education and commitment to academic success, The Legend Group offers a wide range of programs and resources to help students achieve their goals. With a dedicated faculty and state-of-the-art facilities, students at The Legend Group receive a top-notch education in a supportive and nurturing environment. Whether you are looking to further your career or pursue higher education, The Legend Group is the perfect place to start your journey towards success.
6111 Tidewater Island Cir, Fort Myers, FL 33908, United States -
Olivia Ade - Financial Advisor, Ameriprise Financial Services, LLC
● OpenOlivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
The Herman Rapport O'Connor Group - Morgan Stanley
● OpenThe Herman Rapport O'Connor Group at Morgan Stanley is a renowned finance institution located at 4114 Woodlands Parkway in Palm Harbor, Florida, United States. With a strong commitment to providing top-notch financial services and personalized investment strategies, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the market, we are here to provide you with the guidance and support you need. Trust in The Herman Rapport O'Connor Group at Morgan Stanley for all your financial needs.
4114 Woodlands Pkwy # 200, Palm Harbor, FL 34685, United States -
The Gudaitis CPA Firm PLLC
● OpenThe Gudaitis CPA Firm PLLC is a specialized accounting and finance institution located at 7035 Beracasa Way in Boca Raton, Florida, United States. Our firm focuses on working with Entrepreneurs to develop a customized "Tax Planning Strategy" that is tailored to their unique goals, circumstances, and retirement objectives. Our team will work with you to create a long-term tax planning strategy that aims to create wealth while minimizing all layers of taxation. We will help you create the most tax advantageous structure for your legal entity based on your trade or business, investment portfolio, and personal financial situation.
7035 Beracasa Way Suite 204, Boca Raton, FL 33433, United States
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- Tax advantaged investment strategies in Boca Raton
- Tax advantaged investment strategies in Bradenton
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