Tax planning for investment portfolios in The Villages, FL
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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 -
Senior Financial Security Inc
● ClosedSenior Financial Security Inc is a finance institution located at 8564 East County Road 466 in The Villages, Florida. Our mission is to provide comprehensive financial security solutions tailored specifically for seniors. Our team of experienced professionals is dedicated to helping seniors navigate the complexities of retirement planning, investment management, and estate planning. With a focus on personalized service and integrity, we strive to empower our clients to make informed financial decisions that will protect and secure their assets for the future. Trust Senior Financial Security Inc to safeguard your financial future.
8564 E County Rd 466 Suite 202, The Villages, FL 32162, United States -
Arleatha Henderson - Prudential Financial
● ClosedArleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
560 Village Blvd #100, West Palm Beach, FL 33409, United States -
Meridian Wealth Management, LLC
● ClosedMeridian Wealth Management, LLC is a premier financial institution located in The Villages, Florida. With a focus on providing top-notch wealth management services, our experienced team is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our team of experts is here to provide personalized solutions tailored to your unique needs. Visit us at 2462 Burnsed Boulevard to learn more about how Meridian Wealth Management can help you achieve financial success.
2462 Burnsed Blvd, The Villages, FL 32163, United States -
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
11714 NE 62nd Terrace #100, 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
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