Usa financial advisor near me in Gainesville, Florida

Tracey Lovitz is a financial advisor at Ameriprise Financial Services, LLC located at 24 Northwest 33rd Court, Gainesville, Florida, United States. Tracey 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Tracey's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment analysis, and insurance products. Tracey is committed to providing comprehensive and personalized financial advice to clients, with a focus on meeting their individual needs and goals.

MetLife is a finance institution located at 12226 Tavares Ridge Court in Gainesville, Florida, United States. As a Senior Reverse Mortgage Advisor, our top priority is protecting your information and helping you make informed decisions to protect yourself and your family. We offer a range of services including dental networks, Health Savings Accounts (HSAs), disability insurance, and more. Our team of experts is dedicated to providing you with the tools and resources you need to achieve financial health and well-being. Whether you are looking for a trusted advisor for your reverse mortgage or need guidance on employee benefits, MetLife is here to help. Register online today to access and manage your benefits with ease.

The University of Florida - Financial Services, located in Gainesville, Florida, offers financial aid counseling services through phone, in-person at Criser Hall, or virtually through their OneStop platform. Students can request information or ask questions about financial aid by visiting the Office of Student Financial Aid and Scholarships. The office is open Monday to Friday from 9:00am to 4:30pm, excluding state holidays. Students can also access financial aid presentations and outreach events by contacting SFA-FinAid-Outreach@ad.ufl.edu. Additionally, students can visit the University Bursar for payment of tuition and fees. For specific financial aid inquiries, students can check their financial aid on ONE.UF or contact the office directly. For more information about attending the University of Florida, students can visit the UF homepage or the Admissions Office website.

Destiny Infinity Financial is a reputable finance institution located at 1020 Northwest 23rd Avenue in Gainesville, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, we are here to provide expert advice and personalized solutions. Trust Destiny Infinity Financial to guide you towards a secure and prosperous financial future.

Ruth Onkst is a Financial Advisor at Ameriprise Financial Services, LLC located at 3520 Northwest 43rd Street in Gainesville, Florida, United States. Ruth 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®, 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®. Ruth is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment opportunities, Ruth is committed to helping clients achieve their financial goals.

Marcus N Ford, a financial advisor at Ameriprise Financial Services, LLC, located at 24 Northwest 33rd Court in Gainesville, Florida, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, major purchases, and more, Marcus provides investment recommendations tailored to individual risk tolerance. Regular meetings ensure progress is tracked and adjustments are made as needed. Clients have secure access to their accounts and can track their goals online. Marcus is registered in multiple states and adheres to strict regulatory standards. Schedule a complimentary consultation to learn how Marcus can help you achieve financial success.

Merrill Lynch Financial Advisor Neil E Palka, located at 2850 Northwest 43rd Street, Gainesville, Florida, United States, is a finance institution dedicated to helping clients prioritize and achieve their financial goals. By starting with a conversation to understand your aspirations and preferences, the institution aims to provide personalized advice and guidance tailored to your unique needs. Through tools such as the Investment Personality Assessment, the team at Merrill Lynch can develop a customized financial approach to help you pursue what matters most to you. With a focus on building strong client relationships based on trust and personalized service, the experienced team at Merrill Lynch is committed to helping you manage, grow, and preserve your wealth for the future. By staying informed about changes in your life and revisiting your financial approach, the institution aims to help you stay on track to achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Neil E Palka offers a comprehensive approach to wealth management designed to address your financial needs and aspirations. Let the team at Merrill Lynch help you navigate the complexities of your financial life and create a personalized investment strategy to help you pursue your goals.

Merrill Lynch Financial Advisor Michele Rilko is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. The institution, known as Davis, Westerburg & Associates, focuses on building strong relationships through teamwork and involvement. They offer personalized financial advice and guidance, tailored to each client's individual goals and aspirations. With a diverse team of experienced advisors, they work closely with clients to create customized wealth management strategies and portfolios. They understand that managing wealth is complex and are committed to helping clients navigate through challenges and take advantage of opportunities. From retirement planning to estate planning, they offer a comprehensive range of services to individuals, families, and professional practices. The team at Davis, Westerburg & Associates believes in open communication, collaboration, and customization to help clients achieve their financial goals. They also host tailgate events for Florida Gators fans and college football enthusiasts, creating a fun and engaging environment for clients and community members to connect.

Carr and Associates - UBS Financial Services Inc. is a reputable finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Carr and Associates - UBS Financial Services Inc. can provide personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.

The Gainesville, FL Branch Office of UBS Financial Services Inc. is a leading finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The experienced team of professionals at this branch is dedicated to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Gainesville, FL Branch Office of UBS Financial Services Inc. is committed to helping you succeed.

Merrill Lynch Financial Advisor Frank E Davis is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. Davis, Westerburg & Associates believe in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique needs. They offer access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their financial objectives. They specialize in retirement income planning, estate planning, and working with intergenerational families and professional practices. The team is dedicated to providing personalized service and building strong client relationships based on trust. Clients can expect collaboration, communication, and customization in their wealth management strategies. The Merrill Lynch team also hosts tailgate events for Florida Gators fans and college football enthusiasts, welcoming all to join in the fun. With Merrill Lynch Financial Advisor Frank E Davis, clients can expect personalized financial planning and support to help them achieve their goals.

avis, Westerburg & Associates, located at 2850 Northwest 43rd Street in Gainesville, Florida, is a financial institution that believes in building strong relationships through teamwork and involvement. Led by financial advisor Ryan Z. Westerburg, the team at Davis, Westerburg & Associates provides access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. At Davis, Westerburg & Associates, each client is unique, and therefore, wealth management strategies are tailored to individual goals and aspirations. The experienced team takes the time to understand each client's relationship to wealth and how it impacts their lives, in order to provide thoughtful and customized financial planning solutions.

James Moore & Co. is a CPA Tax Accountant institution located in Gainesville, Florida. Specializing in accounting, finance, and local government services, James Moore & Co. offers a range of resources to help businesses navigate the complexities of tax obligations in the United States. From payroll taxes to federal and state income taxes, their team of experts provides guidance and support to ensure compliance and success. With a focus on building operational success and staying ahead of the latest trends in the industry, James Moore & Co. is a trusted partner for individuals, businesses, nonprofits, and government entities in the Gainesville area. Their team of experienced CPAs and tax consultants are dedicated to providing personalized and actionable financial insights to help clients thrive in a competitive market. Whether you're a startup, a well-established company, or a government agency, James Moore & Co. is committed to delivering value and support through their comprehensive accounting and tax planning services. Visit their office at 5931 Northwest 1st Place in Gainesville to learn more about how they can help you achieve your financial goals.

Gainesville Business Services Inc is a reputable accounting and finance institution located at 5000 Northwest 27th Court in Gainesville, Florida, United States. Our team of experienced professionals offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Gainesville Business Services Inc is dedicated to helping our clients achieve their financial goals.

Capital Tax Of Gainesville is a leading accounting and finance institution located at 3131 Northwest 13th Street in Gainesville, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Capital Tax Of Gainesville to help you navigate the complexities of the financial world and achieve your financial goals.

Prestige Accounting Financial Consultant- US is a reputable institution located at 3515 Southwest 39 Boulevard in Gainesville, Florida. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial consulting to individuals and businesses alike. With a commitment to excellence and a wealth of experience in the industry, we strive to help our clients achieve their financial goals and secure their financial future. Trust Prestige Accounting Financial Consultant- US to provide you with the professional guidance and support you need to succeed financially.

SunShine Global Financial is a reputable finance institution located at 3324 West University Avenue in Gainesville, Florida, United States. With a focus on providing top-notch financial services, SunShine Global Financial offers a wide range of solutions for individuals and businesses looking to manage their finances effectively. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, SunShine Global Financial is here to help. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.

Ruz Ogra - State Farm Insurance Agent is a dedicated insurance agency located at 3545 Southwest 34th Street in Gainesville, Florida. Our team of professionals is committed to helping you find the right insurance options for your family, focusing on State to State transfers and relocations to North Central Florida. We offer a wide range of insurance services, including Auto Insurance, Home Insurance, Life & Health Insurance, Small Business Insurance, Renters Insurance, Boat Insurance, Financial Services, and more. Our team is experienced in assisting transfer students with their insurance needs, as well as offering Condo Insurance and umbrella policies. We prioritize the protection of our customers and provide outstanding insurance and customer service to residents of Gainesville and the surrounding areas. Join our State Farm family today and meet our friendly team of professionals who are ready to assist you with all of your insurance needs.

Shamaneik Harrington, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in life insurance and financial planning, our team of experienced professionals is dedicated to helping clients protect their futures and achieve their financial goals. With a commitment to personalized service and tailored solutions, we strive to provide peace of mind and security for individuals and families. Contact us today to learn more about our services and how we can assist you in planning for a secure financial future.

Bankers Life, located at 6241 Northwest 23rd Street in Gainesville, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the importance of long-term care planning, it's crucial to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning your next steps and achieve more at Bankers Life.

Northwestern Mutual is a reputable finance and insurance agency located at 3620 Northwest 43rd Street in Gainesville, Florida, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of services including wealth management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Northwestern Mutual in Gainesville for expert advice and personalized financial solutions.

Fringe Benefit Coordinators, Inc. is a reputable insurance agency located at 4500 Northwest 27th Avenue in Gainesville, Florida. They specialize in coordinating fringe benefits for individuals and businesses, ensuring that their clients receive comprehensive coverage and personalized service. With a team of experienced professionals, Fringe Benefit Coordinators, Inc. is dedicated to helping clients navigate the complex world of insurance and find the best policies to meet their needs. Contact them today to learn more about their services and how they can help you secure your financial future.

Heritage Wealth Management is a finance and insurance agency located at 3600 Northwest 43rd Street in Gainesville, Florida, United States. Our institution offers a range of financial services, including securities and advisory services through Cetera Advisors LLC. We are dedicated to helping our clients achieve their financial goals and offer a variety of resources such as calculators and informative videos on our website. Our team of professionals are Registered Representatives of Cetera Advisors LLC and are licensed to sell insurance products in Florida and Georgia. You can trust Heritage Wealth Management to provide expert financial guidance and personalized solutions for your financial needs.

Ademola Mcoyett, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. As a dedicated Bankers Life agent, we specialize in providing insurance solutions to help protect our clients' financial futures. With a focus on personalized service and tailored insurance plans, we strive to help individuals and families achieve peace of mind and security. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Infinite Dream Builders Corp. is a versatile institution located at 2153 Southeast Hawthorne Road in Gainesville, Florida, United States. As a finance, general contractor, health, and insurance agency, we are committed to helping individuals and businesses achieve their dreams and goals. Our team of experts provides a wide range of services to support our clients in building a secure financial future, constructing their dream homes, maintaining optimal health, and protecting their assets with comprehensive insurance coverage. With a focus on innovation and excellence, Infinite Dream Builders Corp. is dedicated to helping our clients turn their dreams into reality.

Principal is a finance institution located at 1318 Northeast 15th Street, Gainesville, Florida, United States. Discover how insurance can help protect what matters most to you and easily access your tax forms. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages with our tailored accounts for long-term goals. Invest confidently in your future with Principal. Meet your money goals with a partner in your area and navigate life changes with our simple steps. Research our firm with FINRA's BrokerCheck and learn about our investment products. Plan for retirement with Principal's Retirement Wellness Planner and receive important information about our services and fees. Invest in your future with Principal Financial Group® and secure your financial well-being.

Jason Thompson - State Farm Insurance Agent is an insurance agency located at 119 Northwest 137th Drive in Newberry, Florida, United States. Our team is dedicated to finding the right insurance package for you, offering a "Personal Price Plan" to meet your individual needs. Whether you require Auto, Home, or Life Insurance, we are here to assist you. Jason Thompson, the State Farm Agent, was born and raised in Alachua County and is actively involved in the community. With a focus on providing Auto, Home, Life, and Health Supplemental policies to Gainesville, Newberry, and throughout Florida, we are committed to earning your business and ensuring your insurance needs are taken care of.

Bill Matchell - State Farm Insurance Agent is an insurance agency located at 140 Northwest 75 Drive in Gainesville, Florida. Serving the insurance needs of the North Central Florida area since 2003, Bill Matchell has over 10 years of experience in Claims Management in Florida. Located just a quarter mile south of Newberry Road on NW 75th Street (Tower Road), the agency offers free quotes for Auto Insurance, Home Insurance, and Life Insurance. It is recommended to have emergency kit supplies prepared ahead of time to ensure the safety of you and your family. Bill Matchell can provide advice and guidance on rebuilding your credit to help you achieve your financial goals. Additionally, some auto maintenance can be done at home to combat rising auto repair costs.

Roman Janos, CFP®, AEP®, ChFC®, RICP® is a prestigious finance and insurance agency located at 4965 Northwest 8th Avenue in Gainesville, Florida, United States. With a team of highly qualified professionals holding various certifications, including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), this institution offers expert financial and insurance services to help clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, estate planning, investment management, or insurance solutions, Roman Janos and his team are dedicated to providing personalized and comprehensive financial guidance to meet your needs. Visit their office in Gainesville or contact them to schedule a consultation today.

Rachel Gauthier, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing insurance solutions, Rachel Gauthier offers a range of products and services to meet the needs of individuals and families. With a commitment to excellent customer service and personalized care, clients can trust Rachel Gauthier to help them navigate the complexities of insurance coverage and find the best options for their specific needs. Contact Rachel Gauthier, Bankers Life Agent today to learn more about how they can assist you with your insurance needs.