TOP 10 Wealth in Plantation, Florida
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Integrative Medicine Plantation
Integrative Medicine Plantation is a health institution located at 8152 West Broward Boulevard in Plantation, Florida, United States. The institution is run by Lauren Seiderman, an Acupuncture Physician and Diplomate of Oriental Medicine who was born and raised in Plantation. Lauren Seiderman's personal struggles with various health issues led her to discover the benefits of acupuncture and integrative medicine. Now, she is dedicated to helping others overcome their pain and suffering, just like she did. With a background as the President of Beijing University of Chinese Medicine, she brings a wealth of knowledge and experience to her practice.
Alejandro Lopez Ins Agcy Inc
Welcome to Alejandro Lopez Insurance Agency Inc, located at 17140 Royal Palm Boulevard in Weston, Florida, United States. As an insurance agency, we specialize in providing auto insurance coverage to residents in Weston, Davie, Sunrise, Fort Lauderdale, Plantation, Cooper City, Coral Springs, Tamarac, Hollywood, and South West Ranches. With over 30 years of experience, our team is dedicated to helping our customers navigate the complexities of auto insurance and ensure they have the right coverage for their vehicles. In addition to auto insurance, we also offer homeowners insurance, life insurance, and business insurance to protect your assets and loved ones. Our bilingual team is committed to providing exceptional customer service and addressing all your insurance needs with a smile.
Integrity Wealth Planning, Inc. - Financial Advisor
Integrity Wealth Planning, Inc. is a reputable financial advisor located in Plantation, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 7901 Southwest 6th Court to learn more about how we can help you secure a brighter financial future.
Veritas Wealth Advisors Inc
Veritas Wealth Advisors Inc is a leading financial institution located at 10167 West Sunrise Boulevard in Plantation, Florida, United States. Our team of experienced advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Capital Wealth Strategies, Inc
Capital Wealth Strategies, Inc is a leading finance institution located at 1860 North Pine Island Road in Plantation, Florida. Our team of experienced financial experts are dedicated to helping individuals and businesses achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer personalized solutions to meet your unique needs. With a focus on building long-term relationships based on trust and integrity, Capital Wealth Strategies, Inc is committed to helping our clients secure their financial future. Contact us today to schedule a consultation and start planning for a more prosperous tomorrow.
Wealth Investment Group
Wealth Investment Group is a leading finance institution located at 8751 West Broward Boulevard in Plantation, Florida, United States. Our team of experienced financial experts is dedicated to helping our clients achieve their financial goals through strategic investment planning and wealth management services. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Wealth Investment Group is here to provide personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you build and protect your wealth for the long term.
Sterling Wealth Advisors®, Inc.
Sterling Wealth Advisors®, Inc. is a leading finance institution located at 8201 Peters Road in Plantation, Florida, United States. Our team of experienced advisors is dedicated to helping 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, we have the expertise and resources to guide you every step of the way. Trust Sterling Wealth Advisors® to provide you with the highest level of financial advice and support.
Legacy Wealth Management
Legacy Wealth Management is a leading financial institution located at 1250 South Pine Island Road in Plantation, Florida. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized wealth management strategies, we offer a range of services including investment management, retirement planning, estate planning, and more. Trust Legacy Wealth Management to provide you with the guidance and support you need to build and preserve your wealth for generations to come.
Coastal Wealth - Plantation
Coastal Wealth - Plantation is a leading finance institution located at 1200 South Pine Island Road, Plantation, Florida, United States. As the most innovative, collaborative, and trusted financial solutions firm in the nation, Coastal Wealth is dedicated to providing comprehensive financial services with unwavering integrity, transparency, and ethical conduct. Our team of experts offers tailored financial plans, investment strategies, and strategic tax planning to align with your unique goals. We go beyond traditional services to provide attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Our commitment to excellence, transparency, and integrity drives us to push boundaries and unlock new horizons for our clients. Through our involvement with local charitable and civic organizations, we strive to make a meaningful impact on the lives of individuals and families in need. Trust Coastal Wealth to guide you through a personalized financial journey aligned with your aspirations.
RBC Wealth Management
RBC Wealth Management is a leading financial institution located at 900 South Pine Island Road in Plantation, Florida, United States. Specializing in finance, RBC Wealth Management offers a wide range of services including investment advice, wealth planning, and asset management. With a team of experienced professionals, RBC Wealth Management 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 protect your assets, RBC Wealth Management is committed to providing personalized solutions to meet your individual needs.
Singer Wealth
Singer Wealth is a finance institution located at 1515 South Federal Highway in Boca Raton, Florida, United States. Our vision is to help you achieve your financial dreams by providing innovative strategies tailored to your needs. With the Singer Wealth plan, we analyze your current financial situation and create a customized strategy to help you reach your goals. Join us for a complimentary consultation and receive a copy of Keith Singer's book, "The Life You Deserve." Take the Checklist Challenge to assess your retirement readiness and tune into the "Prosper!" radio show with Keith Singer for financial insights. Our main office is located in Boca Raton, with additional locations in Aventura, Tampa, West Palm Beach, Plantation, and other areas for your convenience. Contact us today to schedule a meeting or attend a seminar. Singer Wealth Advisors, LLC, offers investment advisory services, and insurance products are backed by the issuing carrier's claims-paying ability. Let us help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.
MG&A Wealth
MG&A Wealth is a premier finance institution located at 8151 Peters Road in Plantation, Florida, United States. With a team of experienced financial advisors, MG&A Wealth offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, MG&A Wealth is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Trust MG&A Wealth to help you navigate the complexities of the financial world and secure a prosperous future.
Glades Wealth Partners - Ameriprise Financial Services, LLC
Glades Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 10050 Northwest 1st Court, Plantation, Florida, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we offer personalized financial advice to help you reach your long-term goals. Our team of financial advisors takes the time to understand your unique situation and provide tailored advice to keep you on track. We invite you to schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the security and privacy of our clients. Contact us today to discuss what's most important to you and start planning for your financial future.
Alex Palomino - TD Wealth Financial Advisor
Alex Palomino - TD Wealth Financial Advisor is a finance institution located at 12391 West Sunrise Boulevard in Plantation, Florida, United States. With over 175 advisors ready to connect with clients, TD Wealth offers a range of banking, lending, investment, and trust services through TD Bank. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Epoch Investment Partners, Inc. also provides investment management services to TD Wealth clients. TD Investment Services (US) and TD Automated Investing are digital platform offerings, while TD Wealth Management Services Inc. offers insurance products. TD Bank, N.A. and its affiliates are committed to providing comprehensive financial solutions for their clients.
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 10050 Northwest 1st Court, Plantation, Florida, United States. The team at Thomas Harbour specializes in providing personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. They offer a range of certifications and designations, 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 ensure that the advisors at Thomas Harbour have the expertise and knowledge to help clients make informed financial decisions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Thomas Harbour is committed to providing you with comprehensive and personalized financial solutions.
Christian Morales - TD Wealth Financial Advisor
Christian Morales - TD Wealth Financial Advisor is a trusted institution located at 1800 North Pine Island Road in Plantation, Florida. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Christian Morales and his team are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Christian Morales - TD Wealth Financial Advisor is here to help you every step of the way.
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Wacks is a private wealth advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Edward Wacks specializes in providing financial services to individuals, retirees, small business owners, and high net worth clients. He 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®. Edward Wacks is dedicated to providing expert financial advice and planning services to help clients achieve their financial goals.
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of financial services and is accredited with 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 ensure that the advisors at Richard B Bernstein are well-equipped to provide expert financial advice and services to their clients.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of certifications and designations for its advisors, 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®. This comprehensive list of certifications ensures that advisors are well-equipped to provide expert financial advice to individuals and businesses.
Sophie-Anne Viard - Coastal Wealth
Sophie-Anne Viard - Coastal Wealth is a leading financial solutions firm located at 1200 South Pine Island Road, Plantation, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solutions firm in the nation. Our core values include integrity, transparency, and ethical conduct, and we strive to provide unparalleled financial expertise in a diverse and inclusive environment. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique goals. Our team of experienced professionals is dedicated to guiding you through a personalized financial journey with integrity, diversity, innovation, collaboration, and responsibility. We are committed to upholding the highest standards of excellence and transparency in all that we do.
Coastal Wealth: Mateo Garcia
Coastal Wealth: Mateo Garcia is a reputable finance and insurance agency located at 8151 Peters Road in Plantation, Florida. With a focus on helping individuals and businesses secure their financial futures, Coastal Wealth offers a wide range of services including investment planning, retirement planning, insurance policies, and more. Led by experienced financial advisor Mateo Garcia, the team at Coastal Wealth is dedicated to providing personalized solutions tailored to each client's unique needs and goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Coastal Wealth: Mateo Garcia is here to help you navigate the complexities of the financial world.
Citi Personal Wealth Management
Citi Personal Wealth Management is a finance institution located at 8400 West Broward Boulevard in Plantation, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our advisors are here to provide expert guidance and support every step of the way. Trust Citi Personal Wealth Management to help you secure your financial future.
Bliss Wealth Management
Bliss Wealth Management is a leading financial institution located at 817 South University Drive in Plantation, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Bliss Wealth Management, we prioritize personalized service, strategic planning, and a commitment to excellence. Contact us today to schedule a consultation and start on the path to financial success.
New York Life
New York Life is an insurance agency located at 7282 Plantation Road in Pensacola, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement for sickness or injury, professionally managed investments, college savings plans, and estate planning. With over 12,000 agents nationwide, New York Life is committed to providing tailored solutions to meet the needs and budgets of their clients. They have a diverse and inclusive workplace culture and are dedicated to giving back to their communities through charitable initiatives. As the largest mutual insurer in the U.S., New York Life has a strong financial track record and a mission to make the world a better place. Their agents provide life insurance and other solutions to help individuals and families thrive. Visit their website for resources, tools, and information to help you plan for the future.
Krista Kant, MD
Krista Kant, MD is a reputable medical institution located at 220 Southwest 84th Avenue in Plantation, Florida, United States. Dr. Kant, who hails from coastal Alabama, has a wealth of experience in obstetrics and gynecology, having practiced as a general OB-Gyn in Clearwater, Florida for 10 years before relocating to Fort Lauderdale in 2019. She is known for her compassionate care and enjoys building personal connections with her patients. At Krista Kant, MD, patients can expect a wide range of services including well woman care, contraception, sexual health, obstetrics (both low-risk and high-risk), gynecologic surgery, treatment of abnormal uterine bleeding, and care for women in postmenopause and perimenopause. Dr. Kant completed her residency in Obstetrics and Gynecology at the University of South Florida and earned her Doctor of Medicine degree from the University of South Alabama.
Domenech Asbun, MD
Domenech Asbun, MD is a highly skilled hepatobiliary, pancreas, and foregut surgeon located at 1228 South Pine Island Road, Plantation, Florida. Dr. Asbun specializes in minimally invasive surgical procedures for liver, pancreatic, and upper gastrointestinal diseases at Baptist Health Miami Cancer Institute. With a fellowship from Mayo Clinic Florida in minimally invasive hepatopancreatobiliary and foregut surgery, Dr. Asbun brings a wealth of knowledge and expertise to his practice. He also has a strong interest in global surgery and surgical simulation, and has presented at national and international academic meetings. Patients can expect exceptional care and expertise from Dr. Asbun, as evidenced by his high Patient Satisfaction Rating. To schedule an appointment with Dr. Asbun, you can fill out the Appointment Request form online.
Dr. Marco A. Leon, MD
Dr. Marco A. Leon, MD is a reputable medical institution located at 7489 North University Drive in Tamarac, Florida, United States. Dr. Leon specializes in pediatrics and has a wealth of experience in the field, having graduated from the University of Miami-Jackson Memorial Hospital in 1993 and 1995. Patients can expect top-notch care and expertise from Dr. Leon and his team at this health-focused facility. Additionally, the institution also has a second location at 8430 W Broward Boulevard Suite 300 in Plantation, FL 33324.
Dr. Daniella Godoy
Dr. Daniella Godoy is a reputable institution located at 8320 West Sunrise Boulevard in Plantation, Florida, United States. Specializing in pediatric dentistry, Dr. Ana Hernandez, the lead dentist, brings a wealth of experience and expertise to the practice. Originally from Venezuela, Dr. Hernandez completed her Dental Degree and Pediatric Dentistry Residency Program before moving to the United States in 2016. She is a member of various dental associations and has received accolades for her excellence in General Dentistry. At Dr. Daniella Godoy, children and parents can expect a friendly and compassionate environment where their dental needs are met with care and expertise. The institution offers a range of services including regular cleanings, fluoride treatments, and sealants to prevent tooth decay. With flexible hours from Monday to Friday, families can easily schedule appointments to fit their busy schedules.
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