TOP 10 Wealth management strategies in Jay, Florida

The Merrill Lynch Financial Advisor Jay M McHargue institution is located at 871 Venetia Bay Boulevard in Venice, Florida, United States. The Picazio/McHargue Group at Merrill Lynch believes in building strong relationships through teamwork and involvement. They offer personalized financial advice and guidance, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The advisors at Merrill take the time to understand each client's unique financial goals and priorities, working together to develop a customized investment plan. They believe in staying connected with clients as their lives and goals evolve, providing ongoing support and adjustments to their financial approach. The team at Merrill Lynch is dedicated to helping clients achieve financial success and offers a range of services, from retirement planning to investment strategies. They are committed to providing exemplary client service and have received recognition from financial industry publications. Clients can expect personalized service, tailored investment strategies, and access to comprehensive financial solutions. Whether you are planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you navigate the complexities of wealth management and achieve your financial goals.

Bradley Jay Rubin - UBS Financial Services Inc. is a reputable financial institution located at 1800 North Military Trail in Boca Raton, Florida, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, and wealth preservation strategies. Whether you are looking to grow your wealth or secure your financial future, Bradley Jay Rubin - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions tailored to your unique needs.

Jay Malik is a renowned institution located at 11820 Miramar Parkway in Miramar, Florida, United States. Specializing in dental tax strategies, accounting, and financial coaching, Jay Malik helps dentists across the country lower their tax burden using approved IRS techniques. Founded in 2006, Less Tax For Dentists offers personalized tax and financial strategies to increase dentists' net wealth. Clients have saved up to 67% in taxes in the first year of implementation. Jay Malik also provides educational courses on tax strategies and financial management for dental practices at conferences and meetings in the US. Contact Jay Malik at 305-563-6000 for expert advice on optimizing your finances.

Equity Rx is a health-focused institution located at 14088 South Alabama Street in Jay, Florida, United States. As a pharmacy and store, Equity Rx is dedicated to providing quality healthcare products and services to its customers. With a focus on equity and accessibility, this institution aims to improve the health and well-being of the community it serves. Whether you're in need of prescription medications, over-the-counter remedies, or health-related products, Equity Rx is committed to meeting your needs with personalized care and attention. Visit us today to experience the difference that Equity Rx can make in your health journey.

Welcome to Francis Lauro, your trusted partner in cardiovascular health located at 14114 South Alabama Street, Jay, Florida 32565. Dr. Frank Lauro, a board-certified and fellowship-trained cardiologist, is dedicated to providing comprehensive care for your cardiovascular needs. Specializing in non-invasive cardiology and lifestyle medicine, Dr. Lauro is committed to delivering tailored treatment plans that meet your unique health conditions and goals. At Francis Lauro, we believe in making scheduling easy with our partnership with Baptist Heart & Vascular Institute. We are proud to be part of Baptist Health Care, a not-for-profit organization that is a leader in quality and service across Northwest Florida. Our affiliation ensures that our patients receive top-notch care and access to a wide network of resources.