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TOP 30 Understanding personal banking services in Florida
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R2 & Co. Notary Service
R2 & Co. Notary Service is a finance institution located at 6726 Pasadena Drive in Tallahassee, Florida, United States. They offer professional and reliable 24-hour mobile notary services in Tallahassee and surrounding areas. Whether you are an individual in need of one-time services or a business with long-term notary needs, R2 & Co. is available to assist you. They handle a wide range of documents including loan documents, trusts, power of attorney, titles, bills of sales, marriage licenses, last will and testaments, refinancing and mortgages, bank forms, divorce decrees, healthcare directives, structured settlements, guardianships, minor consent to travel forms, and more. Trust R2 & Co. Notary Service for all your notary needs.
Hancock Whitney Bank
Hancock Whitney Bank is a reputable financial institution located at 2900 Jefferson Street in Marianna, Florida, United States. As a full-service bank, Hancock Whitney offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing excellent customer service and innovative financial solutions, Hancock Whitney Bank is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit their branch in Marianna to experience the personalized service and expertise that sets Hancock Whitney Bank apart.
Tallahassee National Bank
Tallahassee National Bank is a trusted financial institution located at 1300 Metropolitan Boulevard in Tallahassee, Florida, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is committed to providing personalized and high-quality service to help our clients achieve their financial goals. Whether you are looking for a checking account, savings account, mortgage, or investment services, Tallahassee National Bank is here to help you every step of the way. Visit us today to experience the difference of banking with us.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Orlando, Florida, is dedicated to helping individuals and families achieve their financial goals and build a secure legacy. Our experienced team works with a diverse range of clients, including business owners, retirees, and wealth builders, to provide personalized advice and support. We believe in the importance of building strong relationships with our clients, understanding their unique stories, goals, and dreams. Additionally, we are committed to giving back to the community through charitable contributions and volunteer work. Our services include a range of investment and insurance products to help customize your income in retirement and protect your assets. Contact us today to start planning for your financial future.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Naples, Florida, is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including retirees, business owners, and corporate executives, to provide personalized advice and support. We believe in building strong relationships with our clients, understanding their unique stories, goals, and dreams on a human level. Additionally, we are committed to giving back to the community through charitable donations and volunteer work. Our services include investment and insurance products, retirement income planning, and family business succession strategies. Trust U.S. Bank to help you navigate your financial future with confidence and security.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank, located at 324 Royal Palm Way in Palm Beach, Florida, is dedicated to helping individuals and families achieve their financial goals. Our team has extensive experience working with retirees, business owners, and corporate executives, but we are equipped to assist clients with a wide range of unique needs. We believe in building strong relationships with our clients, understanding their stories, goals, concerns, and dreams on a personal level. In addition to providing financial advice, U.S. Bank is committed to giving back to the community. Our team in Florida has contributed over $877,000 in foundation and corporate giving, as well as 8,000 volunteer hours to organizations such as the Kravis Center for the Performing Arts and the World Affairs Council of Palm Beach.
Jeff Bank - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Bank, located at 3111 North University Drive in Coral Springs, Florida, is a financial advisor with Ameriprise Financial Services, LLC. With a focus on understanding your goals and priorities, they offer personalized financial advice to help you prepare for the future with confidence. Whether you are saving for college, planning for retirement, or making investments, Jeff Bank can help you navigate the expected and unexpected aspects of your financial life. Background and qualification information for Jeff Bank can be found on FINRA's BrokerCheck website, and they adhere to Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. They offer complimentary initial consultations to individuals in the United States, providing an overview of financial planning concepts.
Bank of America Private Client Advisor Robert C Manners
Bank of America Private Client Advisor Robert C Manners, located at 824 A1A North in Ponte Vedra Beach, Florida, is a finance institution that specializes in providing wealth management services to ultra-high-net-worth individuals, families, and non-profit organizations. As a Senior Vice President and Private Client Advisor, Robert Manners works closely with clients to help them manage their wealth, address risks, and achieve their financial goals in a thoughtful and strategic manner. With expertise in advising clients with unique needs such as hedge funds, private equity, and endowment funds, Robert also has extensive experience working with real estate professionals, corporate executives, entrepreneurs, and art collectors. Leading a dedicated team within the Private Bank, Robert offers personalized strategies for investment management, philanthropy, trust and estate planning, as well as customized credit and lending solutions. He takes the time to understand each client's priorities, values, and goals, tailoring his approach to their individual circumstances. With effective communication and collaboration across the Bank of America enterprise, Robert ensures that clients receive comprehensive and integrated financial solutions.
Bank of America Private Client Advisor David C. Cross
Bank of America Private Client Advisor David C. Cross, located at 250 South Park Avenue in Winter Park, Florida, offers personalized wealth management services to individuals, families, businesses, and institutions. Our team of experienced professionals is dedicated to building strong client relationships based on trust and personalized experiences. We take the time to listen and understand your unique needs and goals before creating customized strategies to help you achieve financial success now and in the future. With over 200 years of experience, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients navigate the complexities of managing significant wealth. Whether you are looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, our team is committed to making your goals our top priority.
Bank of America Private Client Advisor Kelly Gegerson
Bank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
Bank of America Private Client Advisor Marc Freitag
Bank of America Private Client Advisor Marc Freitag, located at 132 Royal Palm Way in Palm Beach, Florida, is a premier finance institution dedicated to providing personalized wealth management services. Our team of experienced professionals is committed to building strong client relationships based on trust and understanding. We take the time to listen and learn about you and your family before creating customized strategies to meet your financial goals and best interests. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by offering personalized solutions and access to the resources of Bank of America. Whether you are looking to preserve wealth, plan for future growth, or build philanthropic legacies, our team is dedicated to making your goals our priority.
TD Bank
TD Bank is a financial institution located at 4475 Weston Road in Weston, Florida, United States. As a full-service bank and ATM, TD Bank offers a wide range of financial services to meet your needs. Whether you are looking to open a new savings account, get a debit card, or discuss your financial goals with a TD Financial Advisor, our team of wealth professionals is here to help. Our dedicated Relationship Managers can assist you with private banking, credit, investments, and financial planning. We understand that life can be busy, which is why TD Bank operates on human hours, allowing you to visit us early, late, or even on weekends. Our branch also offers convenient services such as foreign currency exchange, notary services, safe deposit boxes, and more. If our location does not have what you need, we can help you find another TD Bank nearby.
First Horizon Bank
First Horizon Bank is a trusted financial institution located at 200 South Biscayne Boulevard in Miami, Florida. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. Our convenient ATM services make managing your finances easy and accessible. With a commitment to providing excellent customer service and innovative financial solutions, First Horizon Bank is your go-to destination for all your banking needs in Miami.
Cogent Bank Tampa Bay
Cogent Bank Tampa Bay is a state-chartered, Florida-based commercial bank located at 1715 North Westshore Boulevard in Tampa, Florida, United States. Our institution offers a wide range of financial services, including deposit accounts, commercial lending, treasury management, SBA lending, private banking, residential lending, and specialty financing. We cater to various industries such as Association Banking, Cannabis Banking, Business Aviation, and Public Finance. Our entrepreneurial spirit drives innovation, and we strive to provide customized solutions to help businesses grow. At Cogent Bank, we understand that every business is unique, which is why we offer personalized solutions to meet the specific needs of our clients. With a team of local banking experts and a variety of account options, we ensure that our clients find the perfect banking solution for their needs.
TD Bank
TD Bank, located at 215 U.S. 1 in Tequesta, Florida, is a full-service financial institution offering a wide range of banking services. From ATMs to wealth management, TD Bank has you covered. Visit our branch to work with a dedicated Relationship Manager and team of wealth professionals who can assist you with your banking, credit, investment, and financial planning needs. Our Financial Advisors will help you create a personalized TD Wealth Plan tailored to your unique financial goals. We understand that life doesn't always operate on a 9-5 schedule, which is why we offer extended hours including weekends. Stop by for all your banking needs, from opening a new savings account to getting an instant debit card. Our branch also offers additional services such as foreign currency exchange, notary services, and safe deposit boxes. If our branch doesn't have what you need, we will help you find another TD Bank nearby.
TFG Accounting and Tax
TFG Accounting and Tax, located at 1859 Banks Road, Margate, Florida, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, the institution offers value-added financial advisory services through its TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. The professional team at TFG understands the need for innovative financial solutions for individuals, families, entrepreneurs, and business owners. They offer tax-saving strategies, financial management, and consulting services tailored to meet the specific goals of each client. The industries served range from healthcare to technology, providing expertise for companies at every stage of growth. With a commitment to privacy and personalized service, TFG Accounting and Tax is dedicated to helping clients make informed financial decisions and build a lasting legacy.
Donny Panasis - Mortgage Loan Officer
Donny Panasis - Mortgage Loan Officer is a reputable finance institution located at 2675 West State Road 434 in Longwood, Florida, United States. Specializing in mortgage loans, Donny Panasis offers expert financial guidance and assistance to help clients secure the best loan options for their home purchase or refinancing needs. With a commitment to personalized service and a deep understanding of the mortgage industry, Donny Panasis is dedicated to helping clients achieve their financial goals and make informed decisions about their home financing.
Elaine Lowy - Mortgage Loan Officer
Elaine Lowy - Mortgage Loan Officer is a finance institution located at 14717 Southwest 42nd Street in Miami, Florida, United States. As a trusted mortgage loan officer, Elaine Lowy provides expert guidance and personalized solutions to help clients secure the best mortgage options for their needs. With a commitment to excellent customer service and a deep understanding of the mortgage industry, Elaine Lowy is dedicated to helping clients achieve their homeownership goals. Contact Elaine Lowy - Mortgage Loan Officer today to start your journey towards owning your dream home.
Gregg Delorenzo - PNC Mortgage Loan Officer (NMLS #286037)
Gregg Delorenzo is a knowledgeable and experienced PNC Mortgage Loan Officer, with NMLS #286037, located at 12000 Forest Hill Boulevard in Wellington, Florida. As a part of the finance industry, Gregg is dedicated to helping clients secure the right mortgage for their needs. With a commitment to excellent customer service and a deep understanding of the mortgage process, Gregg is a trusted professional in the field. Whether you are a first-time homebuyer or looking to refinance, Gregg Delorenzo can guide you through the process with expertise and care.
InstaLoan
InstaLoan, located at 938 Cassat Avenue in Jacksonville, Florida, is a finance institution offering signature loans that provide quick and easy access to cash. With a signature loan from InstaLoan, you can get up to $250 in Florida in about 30 minutes. Unlike payday loans, signature loans give you more time to pay back the loan. To be approved for a signature loan, you will need a valid government-issued ID, a checking account, proof of residence, and either a paystub or bank statement. The proceeds from the loan can be used for anything you want. In addition to signature loans, InstaLoan also offers 1st lien loans that allow you to get a large amount of cash in a short amount of time. The approval process for a 1st lien loan is based on the value of your car, with your credit score playing a small factor.
Richard Morris - State Farm Insurance Agent
Richard Morris - State Farm Insurance Agent is a reputable insurance agency located at 14793 U.S. 301 in Starke, Florida. With over 30 years of experience as a State Farm Agent, Richard Morris is dedicated to helping customers with their auto, home, and life insurance needs. He holds a B.A. from the University of Florida and a Master's degree in Business admin from the University of North Florida. Richard is a proud parent and grandparent who values spending time with his family. At Richard Morris - State Farm Insurance Agent, customers can expect remarkable customer service and personalized insurance solutions. Richard is a Crystal Excellence Legion of Honor Qualifier and has received various prestigious awards for his outstanding performance in the insurance industry.
Farm Credit of Northwest Florida
Farm Credit of Northwest Florida is a trusted financial institution located at 5052 US 90 in Marianna, Florida. As a leading bank specializing in agriculture and rural lending, we provide a wide range of financial services to farmers, ranchers, and rural residents in the Northwest Florida region. Our dedicated team of professionals is committed to helping our customers achieve their financial goals and support the growth and prosperity of the local agricultural community. Whether you need a loan for purchasing land, equipment, or operating expenses, Farm Credit of Northwest Florida is here to help. Visit us today to learn more about our competitive rates and personalized service.
TC Federal Mortgage Loan Production Office
TC Federal Mortgage Loan Production Office is a branch of TC Federal Bank, specializing in mortgage loan production services. Located at 2282 Killearn Center Boulevard in Tallahassee, Florida, this office is dedicated to helping individuals and families secure financing for their dream homes. With a team of experienced loan officers and financial experts, TC Federal Mortgage Loan Production Office offers personalized guidance and competitive rates to meet the unique needs of each client. Whether you are a first-time homebuyer or looking to refinance, trust TC Federal Mortgage Loan Production Office to provide top-notch service and support throughout the loan process.
Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 12635 North Main Street in Jacksonville, Florida. Whether you apply online or by phone, we are here to help you secure a fast and easy cash loan using your car title. Depending on the value of your car, the amount of money you need, and your ability to repay, you could receive up to $50,000. Your money can be sent directly to your bank account, debit card, or picked up at a MoneyGram location near you. Applications may be funded by Simple Cash Loans, Inc., dba Montana Capital Car Title Loans® or one of our lending partners. Loans are not available in all states, and in California, loans are made pursuant to the Department of Financial Protection and Innovation (DFPI). The credit decision may be based on information obtained from national databases. Loan amounts, terms, and APRs may vary. Loan proceeds are intended for personal, family, and household purposes. Minimum loan amounts vary by state, and consumers must demonstrate the ability to repay the loan.
InstaLoan
InstaLoan, located at 3100 East Colonial Drive in Orlando, Florida, is a finance institution offering signature loans for quick and easy access to cash. With the ability to get up to $250 in Florida within about 30 minutes, InstaLoan provides a convenient option for those in need of immediate funds. Unlike payday loans, signature loans allow for more time to pay back the loan. To be approved for a signature loan, customers need a valid government-issued ID, a checking account, proof of residence, and either a paystub or bank statement. The loan proceeds can be used for any purpose. In addition to signature loans, InstaLoan also offers 1st lien loans, which provide a larger amount of cash in a short amount of time. The approval process for 1st lien loans is based on the value of the customer's car, with credit score playing a minor role. Customers appreciate the friendly and helpful staff at InstaLoan, such as Mr. Johnny, Brittany, and Brad, who provide excellent customer service and make the loan process easy to understand. With various loan options available, including title-secured loans and personal loans, InstaLoan strives to meet the financial needs of customers in Florida and New Mexico.
Mike Frantz - State Farm Insurance Agent
Mike Frantz - State Farm Insurance Agent is an insurance agency located at 2063 North Monroe Street in Tallahassee, Florida. Situated across the street from Chick-Fil-A and El Jalisco, our team is dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. With over 50 years of combined experience, our professional staff is here to assist you with all of your auto, home, and financial services questions. We understand that life can be busy, which is why we are committed to adjusting our schedule to meet your needs. Whether you are looking for insurance in the Tallahassee area or need assistance with investment products, we are here to help. Our mission is to provide personalized service and support to ensure that you are properly protected.
Merrill Lynch Financial Advisor Jeffrey D Hart
Merrill Lynch Financial Advisor Jeffrey D Hart is a finance institution located at 301 Southeast 17th Street, Ocala, Florida, United States. Jeffrey D Hart has extensive experience assisting executives with managing concentrated stock positions, navigating important transition events like retirement or inheritance, and providing access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as wealth management, investment strategies, and access to Bank of America's banking solutions. Jeffrey Hart is a Registered Senior Wealth Management Client Associate and is registered to do business in multiple states across the US. The institution also offers investment insights, tips, and strategies to help clients achieve their financial goals. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Jeffrey D Hart aims to help clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals.
Merrill Lynch Financial Advisor William M Beck
Merrill Lynch Financial Advisor William M Beck, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, is a finance institution dedicated to helping clients achieve their financial goals. The team at Merrill Lynch believes in building strong client relationships based on trust and personalized service. They start by listening to your needs and priorities, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By understanding your investment personality through assessments, they can customize a financial approach to help you pursue what matters most to you. The advisors at Merrill Lynch work with you to develop a personalized plan that addresses your financial needs and goals. They offer investment insights, tips, and strategies to help you achieve your financial aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, they aim to help you manage, grow, and preserve your wealth for the future. Whether you need help with asset allocation, financial planning, or investment strategies, the team at Merrill Lynch is committed to helping you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor William M Beck to start working towards your financial goals today.
Merrill Lynch Financial Advisor Michael C Grant
Merrill Lynch Financial Advisor Michael C Grant is a finance institution located at 1276 Metropolitan Boulevard, Suite 201, Tallahassee, Florida, United States. The institution focuses on building strong client relationships based on trust and personalized service. They believe in starting every relationship with a conversation to identify and prioritize your financial goals. By listening to your needs and aspirations, they aim to provide a customized financial approach that helps you pursue what matters most to you. The team at Merrill Lynch understands that life and financial goals can change over time. They offer tools and resources to help you keep track of these changes and adjust your financial approach accordingly. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Michael C Grant can help you create a personalized plan to manage, grow, and preserve your wealth.
Merrill Lynch Financial Advisor Bobby Dick
Merrill Lynch Financial Advisor Bobby Dick is a prestigious finance institution located at 1276 Metropolitan Boulevard, Tallahassee, Florida, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in the industry. The team at Merrill Lynch focuses on understanding your personal financial goals and priorities, such as planning for education, retirement, and healthcare costs. They aim to simplify the complexities of investing and help you pursue and reach your goals. The advisors at Merrill Lynch use the Investment Personality Assessment to understand your investing preferences and customize a financial approach that aligns with your goals and priorities.
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