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State DirectoryInvestments in Florida, FL
63. Synovus Bank
101 Center Rd, Venice, FL 34285
From Business: We see potential everywhere, every day. It inspires us, gets us going, and drives us to help you reach your financial goals. Synovus provides solutions in commercial and retail…
64. Morgan Stanley Wealth Management
611 Us Highway 27 S, Sebring, FL 33870
69. Scottrade - Online Trading & Stock
1233 N University Dr, Coral Springs, FL 33071
From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions. -- Scottrade, Inc.,…
71. Currin Insurance and Investments Inc.
3298 Summit Blvd, Pensacola, FL 32503
76. Janney Montgomery Scott
200 SW 1st Ave Ste 900, Fort Lauderdale, FL 33301
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
77. Edward Jones - Financial Advisor: Bruce E Kallor
2137 N University Dr, Coral Springs, FL 33071
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
78. Ubs Financial Service
100 S Ashley Dr, Tampa, FL 33602
From Business: UBS Financial Services, located on South Ashley Drive in Tampa, Fla., is a branch office for its parent company, UBS Financial Services. UBS is a global financial services…
79. Zurbriggen Financial
695 Tarpon Bay Rd, Sanibel, FL 33957
From Business: Facing lifes transitions of retirement, life without a spouse, or receiving sudden wealth through inheritance can be challenging and overwhelming. Our mission at Zurbriggen…
80. Urban Private Wealth of Janney Montgomery Scott
3001 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
81. Falcon Financial Management Inc
2631 NW 41st St, Gainesville, FL 32606
From Business: Since 1994, Falcon Financial Management, Inc. and its associates have provided the Gainesville area and surrounding communities with a full range of financial planning and…
82. Sailfish Wealth Management-Michael Dadko of Janney Montgomery Scott
309 SE Osceola St Ste 207, Stuart, FL 34994
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
83. JTomik Investment Planning Group, LLC
5010 W Carmen St, Tampa, FL 33609
From Business: Certified Financial Planner in Tampa, specializing in retirement income strategies. Tax-Free Bonds, Mutual Funds, Annnuities, Stocks, Corporate Bonds, Investment Planning and…
85. Synovus Bank
521 Airport Center Dr, Jacksonville, FL 32218
From Business: We see potential everywhere, every day. It inspires us, gets us going, and drives us to help you reach your financial goals. Synovus provides solutions in commercial and retail…
87. Franklin Financial Planning, Inc.
120 S Woodland Blvd Ste 210, Deland, FL 32720
From Business: If you're tired of the "buy-and-hold" approach to investing that leaves your portfolio's performance at the mercy of the markets; consider Franklin Financial Planning, Inc. We…
88. Fidelity Investments
1400 Glades Rd Ste 180, Boca Raton, FL 33431
From Business: 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…
89. Certified Financial Group Inc
1111 Douglas Ave, Altamonte Springs, FL 32714
From Business: Central Florida's oldest and largest independent firm providing fee-based financial planning and investment management through an SEC Registered Investment Advisor.
90. Stifel | Ryan M. Schack
7111 Fairway Dr Ste 301, Palm Beach Gardens, FL 33418
From Business: Ryan Schack, CRPC, Senior Vice President/Investments and Branch Manager of Stifel - Palm Beach Market: I began my investment industry career in 1996 and joined Stifel in 2019.…