Associated Planners Group, established in 1978, provides financial planning and investment advisory services to individuals, professionals, business owners and trusts. We are a small firm with a large reach due to our professional relationships with advisors in the related fields of law, accounting, investments, insurance and trusts. Richard D. (Rick) Patterson, CLU, ChFC, AIF is the sole principal of Associated Planners Group and works personally with every client in achieving their financial goals.
As wealth and legacy planners we offer comprehensive financial plans that include trust, estate, insurance and investments. We are dedicated to helping families create multi-generational wealth plans that align with their goals and values.
When it comes to protecting the ones you love from life's uncertainties, each person's needs are unique. When you contact me at my Orlando office, you'll receive personalized service based on your unique needs. My priority is to help you to create a strategy to give you and your loved ones the peace of mind you deserve.
CENTRAL FLORIDA BRANCH - Hiring and Serving Tampa, Orlando and Surrounding Areas. Helping people is what AXA Advisors is all about. We are a growing network of about 5,000 financial professionals throughout America who connect consumers and businesses in their communities with investment products and other financial products and services to help them address the futures they build for themselves and their families.
Anchor Financial has been working with individuals and businesses for over 33 years and has clients in Arkansas and all over the state of Florida, as well as other states such as Minnesota, Texas, California, Georgia, Alabama and Virginia. Each of our associates has extensive personal and professional experience. Randy Peters CRPC, ChFC, CLU, specializes in financial planning and developing personalized financial/retirement plans for his clients. Sheri Peters is licensed in insurance and securities. She specializes in a variety of insurance and investment products, as well as elder care issues.
David J. Blount, CFP, founded Investment & Insurance Planning services, LLC in 2005. He earned the CERTIFIED FINANCIAL PLANNERTM designation in 2007 allowing him to provide a broad range of financial advice. He has served as the guest financial expert on Orange Television's
We are successful at what we do because we consistently meet our client needs. We love what we do and we are passionate about helping others. No matter where you are in your life, we will be there to help you create your financial destiny.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Brandon Denson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Avenues Wealth, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
What makes Fortress Wealth Group different? Our client care. We make sure to take all your financial concerns into account before creating a financial strategy that evolves with you.
James A. Stokes, Jr., CFP has been a wealth management practitioner since 1986. Jay and his staff take great pride and satisfaction in helping their clients lead happy, healthy, financially independent lives.
Access to a wealth of knowledge and solutions.
Susan Dixon joined First Command Financial Services as a Financial Advisor in December 2005.
A graduate of the University of Santo Tomas in the Philippines, with a Bachelor of Science degree in Food Technology, Susan holds Series 6, 63 and 65 securities licenses plus state life, health and annuity insurance licenses for Florida, Georgia, California and South Carolina. She is a member of the Financial Planning Association.
As a First Command Financial Advisor, Susan is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves.
Susan regularly hosts Lunch & Learn presentations at federal agencies, and she enjoys helping federal employees pursue their financial goals by integrating their benefits into a comprehensive financial plan. She is a member of the Orlando Chamber of Commerce and an ambassador for the Jesus Film Project.
In her free time, Susan leads a bible study and enjoys reading, cooking, baking and singing.
Lilian Mesquita joined First Command Financial Services as a Financial Advisor in August 2013. She previously worked for 5 years as Corporate Accounts Especialist at Banco do Brasil S.A.
Lilian has a Bachelor's degree in Finances from UniFMU and a Master's degree in Business Administration from University of Central Florida. She holds Series 7 and 66 securities licenses plus life and health insurance licenses in Florida.
Understanding that the biggest obstacle to financial security for most people is their own behavior, Lilian serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Lilian will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in her community, Lilian is a member of Downtown Orlando Toastmasters.
In her free time, Lilian enjoys bike riding, reading, and traveling.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company's Mission of "Coaching those who serve in their pursuit of financial security."
Will Wilson joined First Command Financial Services as a Financial Advisor in May 2011.
A graduate of Middle Tennessee State University with a Bachelors of Business Administration degree in Marketing, Will holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses.
As a First Command Financial Advisor, Will is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Having witnessed the financial difficulties resulting from the loss of a family member, Will is committed to helping others prepare thoughtfully for the financial well-being of their loved ones.
He enjoys traveling, going to the beach, boating, hiking and spending time with his wife and family.
See our affiliate offices at:
978 Del Mar Drive - The Villages, FL 32159
921 Town Center Drive, Suite 900 - Orange City, FL 32763
13528 Prestige Place, Suite 106, Tampa, FL 33635
415 S. Babcock St., Suite C, Melbourne, FL 32901
This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.
Westshore Financial Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian's offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
At Repple Wealth Group we help provide you the financial strategies you need so you have choices when life events happen.
It's about giving you choices and understanding the strategies to help you plug the financial leaks that you could be transferring wealth in unknowingly and unnecessarily.
We solve financial problems. We teach you how to play the financial game and we do it very well.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Kimberly R Stewart will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Michael Howe will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Brandon Denson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Privada Wealth Management, our mission is to help our clients reach their financial goals.
This overarching mission informs everything we do.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winter Park, FL area, Jose Gabriel Lopez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Wanda Decker will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Caleb Sibley will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Jose Delgado will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Russell Wilson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Thomas Temeyer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Blake Robson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Maitland, FL area, Marla D Lambert will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Alberto Herran will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Paul C Prewitt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Maitland, FL area, Bryan Stewart will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winter Park, FL area, Tara Anne Pinchal will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Michael Brodsky will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Daniel Iachello will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Centennial Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Winter Park, FL area, Susan Conroy will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
We believe that financial planning consists of four major areas:
Investment planning
Risk Management Planning (AKA, Insurance Planning)
Tax Planning
Estate Planning
We help you coordinate all four of these areas together to help you become more efficient in reaching your goals. When you make a decision in one of these areas it will have an impact on the other three areas and most of the time it will have a negative impact in the other three areas if your plan is not well coordinated.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Jason Sandler will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, James B McLean will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
We are Anchor, a woman-owned financial planning and investment services firm dedicated to providing experienced guidance and exceptional bespoke services so you can gain confidence in your financial future. We offer comprehensive planning, investment counseling, and detailed execution of strategies carefully designed for each client.
The professionals at Estate & Business Planning Group are uniquely qualified to show you the right questions to ask and the answers you need provide the guidance that you want. For almost 25 years, the team at Estate & Business Planning Group has been helping families get to retirement....and stay there.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Our wealth management advisors in TIAA's Orlando, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Orlando, FL office is a smaller satellite office, so please call today to schedule an appointment (866) 220-6583.
First Command's Financial Advisors in Orlando, FL are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.
At The Prewitt Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Orlando, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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I am your State Farm Insurance Agent for the Apopka, FL and I am a second generation State Farm Agent. I have been a State Farm Agent here in Apopka since 2003. I am a graduate from the University of Florida with my BS. Our Agency has qualified for State Farm Awards over the years including State Farm Chairman's Circle, State Farm SVP Club, State Farm Ambassador Travel, and State Farm Silver Scroll Quality Award. 9X Paul Harris Fellow Award Rotary Club of Apopka, 2017 Apopka Chamber John H Land Community Award, and Orange County Schools Partners in Education award 2016. We enjoy on assisting resident relocations to the Apopka, FL area! We focus on Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance throughout the Apopka, FL area including Longwood, Mount Dora, Sorrento and the surrounding Florida areas with our competitive prices! Call or stop by the office for a free Car Insurance or Home Insurance Quote in Apopka, FL!
The John English State Farm Insurance Office is proud to serve Lake Mary, Sanford, Oviedo, Longwood, DeBary, Deltona and surrounding Florida areas with Auto Insurance, Home Insurance, Renter's Insurance, Life Insurance, and Financial Services, with a focus on relocations to the Seminole County area.
Give us a call if you are moving to Lake Mary, Sanford, Oviedo, Longwood, DeBary, Deltona, or the surrounding Florida areas. We are a family of highly skilled individuals working together to fulfill our moral obligations of protecting what's important to customer's so they can focus on accomplishing their life goals.
The Ceci McClure State Farm Insurance office is proud to serve Longwood, Lake Mary, Altamonte Springs, Sanford, Winter Springs, and surrounding Florida areas with Car Insurance, Homeowners Insurance, Renter's Insurance, Condo Insurance, Motorcycle Insurance, Life Insurance, Business Insurance, Boatowners Insurance, Golf Cart Insurance Pet Insurance and Financial Services, with a focus on resident relocations to the Seminole County area.
I have been a State Farm Insurance Agent since 2007 and am a graduate from The University of Phoenix. I am a Past Chairwoman of Board for the Sanford Chamber of Commerce and I am a member of the Seminole County Chamber of Commerce.
Give us a call if you are moving to Longwood, Lake Mary, Altamonte Springs, Sanford, Winter Springs, or the surrounding Florida areas. We are a family of highly skilled individuals working together to fulfill a community responsibility of giving outstanding service and also fulfilling our moral obligation of protecting what's important to customer's so they can focus on accomplishing their life goals.
My team of licensed Insurance Professionals is here to help get you Insurance coverage for your specific needs. Not only can we help with Auto Insurance, Home Insurance, Renter's Insurance, Condo Insurance, Life Insurance, Business Insurance, Motorcycle Insurance, Boatowners Insurance, Golf Cart Insurance and Pet Insurance, but we are also able to assist small business owners with their Commercial lines of Insurance. Call, Click, Text or Stop by the office today for a free Car Insurance, Homeowners Insurance or Life Insurance Quote!
Located in Orlando, FL Rocco English State Farm Insurance offers all types of insurance such as Auto Insurance, Home Insurance, Life Insurance, Health, Renters and Business Insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Hello everyone! It's an honor to be your local Oviedo Good Neighbor Agent! I have been a Central Florida resident for over 30 years and I am proud to serve the Oviedo, Orlando, Winter Springs, Winter Park, Casselberry, Altamonte Springs, Longwood, Waterford Lakes, Sanford and surrounding Florida communities. I enjoy helping our customers prepare for the unexpected as well as their everyday insurance needs
Give us a call if you are moving to Oviedo, Orlando, Winter Springs, Winter Park, Casselberry, Altamonte Springs, Longwood, Waterford Lakes, Sanford, or the surrounding Florida areas. We offer auto insurance, home insurance, renters insurance, life insurance, health insurance, business insurance, motorcycle insurance, boat insurance, and commercial insurance and much more.
We are a family of highly skilled individuals working together to fulfill a community by giving outstanding service and executing our moral obligation of protecting what's important to customer's so they can focus on accomplishing their life goals. We service Seminole County, Orange County, Osceola County and Volusia County with over 15 years of insurance experience.
We are here for you! Contact us for a FREE Quote: Click, Call, or Stop in to start SAVING on your Insurance.
My team is dedicated to making sense of insurance and making your goals a priority. Not only can we help with Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, Health Insurance and Financial Services, but we are also able to assist small business owners with their Commercial lines of Insurance. Call, Click, Text or Stop by the office today for a free Car Insurance, Home Insurance or Life Insurance Quote! Find insurance in Florida!
