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State DirectoryInvestment Management in Alachua, FL
1. Michelle Rafferty
15001 NW 140th St, Alachua, FL 32615
From Business: Financial Advisor, LPL Financial, serving Alachua, Chiefland, High Springs, Jonesville and Newberry, Fla.
3. Edward Jones - Financial Advisor: Matt Surrency
13100 Tech City Cir, Alachua, FL 32615
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
4. David H. Morgan, CSA, CEA, CFS, GEPC, CAS, RIA
5618 NW 80th Ave Suite 101, Gainesville, FL 32653
From Business: We at R.E.A.P., LLC. are proud to have helped many families and individuals over the years. Our firm uses a "team approach" to focus on retirement issues, estate planning needs…
Wheelchair accessible
6. Karen Harvey - Financial Advisor, Ameriprise Financial Services
3520 NW 43rd St, Gainesville, FL 32606
From Business: 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…
7. Covenant Wealth Management
2622 NW 43rd St Ste B4, Gainesville, FL 32606
From Business: Securities offered through LPL financial. Member FINRA / SIPC. Investment advice offered through Independent financial partners (IFP), a registered investment advisor and…
8. Chris Malphurs, CFP
5203 Newberry Rd, Gainesville, FL 32607
From Business: Financial Advisor, LPL Financial, serving Gainesville, Fla.
9. Michelle Rafferty
14009 W Newberry Rd, Jonesville, FL 32669
From Business: Capital City Bank Group, Inc. (NASDAQ: CCBG) is one of the largest publicly traded financial holding companies headquartered in Florida and has approximately $4.4 billion in…
10. Moreira Team
110 SE 1st St Fl 560, Gainesville, FL 32601
From Business: MOREIRA team is a boutique mortgage lender built from the ground UP to cater towards “your” financial needs. Finding the best home loans for your situation NOT ours.
13. Merrill Lynch Wealth Management
2850 NW 43rd St, Gainesville, FL 32606
From Business: Welcome to Merrill Lynch in Gainesville, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
14. Tracey Lovitz - Financial Advisor, Ameriprise Financial Services
24 NW 33rd Ct Ste B, Gainesville, FL 32607
From Business: 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…
15. TIAA Financial Services
5001 Celebration Pointe Ave Ste 120, Gainesville, FL 32608
From Business: Our wealth management advisors in TIAA’s Gainesville, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals.…
16. Allstate Personal Financial Representative: Hilda Miller
2950 SW Archer Rd Ste D, Gainesville, FL 32608
From Business: Every day, we help Allstate customers build holistic financial wellness for their families with life, retirement, and financial choices to realize their hopes and dreams. I…
19. Michelle Rafferty
18467 NW Us Highway 441 Ste 100, High Springs, FL 32643
From Business: Capital City Bank Group, Inc. (NASDAQ: CCBG) is one of the largest publicly traded financial holding companies headquartered in Florida and has approximately $4.4 billion in…
20. Michelle Rafferty
24202 W Newberry Rd Ste F, Newberry, FL 32669
From Business: Capital City Bank Group, Inc. (NASDAQ: CCBG) is one of the largest publicly traded financial holding companies headquartered in Florida and has approximately $4.4 billion in…
21. Brannan Sharon C Brannan CPA Pa
161 N Main St, Williston, FL 32696
From Business: At Sharon C. Brannan, CPA PA our goal is to be proactive with our clients needs. We have successfully provided and will continue to provide a wide range of services to meet our…
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