Investments in The Villages, FL

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1. Edward Jones - Financial Advisor: Luke Emerson

Edward Jones - Financial Advisor: Luke Emerson

1150 Paige Pl, Lady Lake, FL 32159

CLOSED NOW:9:00 am - 5:00 pm

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…

YP
103 Years
in Business

2. Edward Jones - Financial Advisor: Greg Harmon

Edward Jones - Financial Advisor: Greg Harmon

309 Colony Blvd, The Villages, FL 32162

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
103 Years
in Business

3. Edward Jones - Financial Advisor: Jena Sullivan

Edward Jones - Financial Advisor: Jena Sullivan

8483 SE 165th Mulberry Ln Ste 100, The Villages, FL 32162

CLOSED NOW:9:00 am - 5:00 pm

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…

YP
103 Years
in Business

4. Edward Jones - Financial Advisor: Jeremy J DiFiore

Edward Jones - Financial Advisor: Jeremy J DiFiore

715 Kristine Way, The Villages, FL 32163

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…

YP
103 Years
in Business

5. Notelink Financial

Notelink Financial

910 Old Camp Rd, The Villages, FL 32162

CLOSED NOW:9:00 am - 5:00 pm

From Business: We offer Medium to Long Term Investment/Retirement Planning strategies.

YP
11 Years
in Business

8. Terri Sandefer

Terri Sandefer

108 S Old Dixie Hwy, Lady Lake, FL 32159

11. Alleman Investments

Alleman Investments

2782 Privada Dr, The Villages, FL 32162

12. Scottrade

Scottrade

2462 Burnsed Blvd, The Villages, FL 32163

CLOSED NOW:8:00 am - 5:00 pm

14. Wells Fargo Advisors

Wells Fargo Advisors

1894 Laurel Manor Dr, The Villages, FL 32162

"Had great experience! Helped me with my retirement plan and really listened to my needs and is helping me accomplish them."

15. Tobias, Adam

Tobias, Adam

11714 NE 62nd Ter, The Villages, FL 32162

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…

16. Trustco Bank

Trustco Bank

873 Us Hwy 27/441, Lady Lake, FL 32159

CLOSED NOW:9:00 am - 5:00 pm

From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…

YP
123 Years
in Business

17. Prudential

Prudential

379 Fennell Blvd, Lady Lake, FL 32159

OPEN NOW:9:00 am - 8:00 pm

18. Lake Advisory Group

Lake Advisory Group

809 County Road 466 Ste C103, Lady Lake, FL 32159

CLOSED NOW:9:00 am - 4:00 pm

From Business: At Lake Advisory Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals…

YP
10 Years
in Business

19. TW Financial Group-Ameriprise Financial Services

TW Financial Group-Ameriprise Financial Services

809 County Road 466, Lady Lake, FL 32159

From Business: At TW Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

20. Charles Schwab

Charles Schwab

1048 Lake Sumter Lndg, The Villages, FL 32162

CLOSED NOW:8:30 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

21. Fidelity Investments

Fidelity Investments

1057 Lake Sumter Lndg, The Villages, FL 32162

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
12 Years
in Business

22. Tom Romanac - Financial Advisor, Ameriprise Financial Services

Tom Romanac - Financial Advisor, Ameriprise Financial Services

11714 NE 62nd Ter Ste 100, The Villages, FL 32162

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…

23. Chad Noble - Financial Advisor, Ameriprise Financial Services

Chad Noble - Financial Advisor, Ameriprise Financial Services

11714 NE 62nd Ter Ste 100, The Villages, FL 32162

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…

24. Catherine Harris - Financial Advisor, Ameriprise Financial Services

Catherine Harris - Financial Advisor, Ameriprise Financial Services

11714 NE 62nd Ter Ste 100, The Villages, FL 32162

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…

25. Fraher, Michael, CLTC

Fraher, Michael, CLTC

11714 NE 62nd Ter, The Villages, FL 32162

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…

26. Alec Thomas - Financial Advisor, Ameriprise Financial Services

Alec Thomas - Financial Advisor, Ameriprise Financial Services

11714 NE 62nd Ter Ste 100, The Villages, FL 32162

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…

27. Voorhees, Steven Van

Voorhees, Steven Van

3507 Wedgewood Ln, The Villages, FL 32162

CLOSED NOW:9:00 am - 5:00 pm

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…

28. Zirakian, Paul D

Zirakian, Paul D

3507 Wedgewood Ln, The Villages, FL 32162

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…

29. Fifth Third Bank & ATM

Fifth Third Bank & ATM

3910 Wedgewood Ln, The Villages, FL 32162

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Fifth Third Bank Buffalo Ridge. From using valuable tools like Online and Mobile Banking to taking advantage of our suite of banking products, we’ll help you find a…

30. Sullivan, Jena

Sullivan, Jena

8483 SE 165th Mulberry Ln, The Villages, FL 32162

CLOSED NOW:9:00 am - 5:00 pm

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…

We found 91 results for Investments in or near The Villages, FL.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Securities. 8 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including Summeral Park Heights, Downtown Leesburg, and Lake Saunders Manor. These businesses offer their services in one-or-more of the following languages: French, German, and Italian.