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State DirectoryInvestments in University Park, FL
1. Legacy Assurance Plan of America Inc
8039 Cooper Creek Blvd Ste 101, University Park, FL 34201
2. Edward Jones - Financial Advisor: Ashley E Scott, CFP®|AAMS™
8205 Natures Way Unit 215, Lakewood Ranch, FL 34202
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…
3. Elizabeth Lane-Financial Advisor, Ameriprise Financial Services
6710 Professional Pkwy, Lakewood Ranch, FL 34240
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. Big Olaf Creamery
8151 Lakewood Main St, Lakewood Ranch, FL 34202
8. Fidelity Investments
201 N Cattlemen Rd, Sarasota, FL 34243
"Poor customer service - waited 10 minutes for someone to wait on us. Wanted to deposit check made out to me and another person. Clerk said couldn't deposit since it was made…"
Wheelchair accessible9. Frank A Planes - Financial Advisor, Ameriprise Financial Services
6151 Lake Osprey Dr Ste 329, Lakewood Ranch, FL 34240
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…
10. Scott Brad Conti - Financial Advisor, Ameriprise Financial Services
6151 Lake Osprey Dr Ste 343, Lakewood Ranch, FL 34240
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…
11. Joseph A Zarlenga - Private Wealth Advisor, Ameriprise Financial Services
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240
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…
12. Timothy W Hornung - Private Wealth Advisor, Ameriprise Financial Services
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240
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…
13. TIAA Financial Services
6151 Lake Osprey Dr Ste 308, Lakewood Ranch, FL 34240
From Business: Our wealth management advisors in TIAA’s Sarasota, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial…
14. Charles Schwab
100 University Town Center Dr, Sarasota, FL 34243
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,…
15. Planes, Frank A
6151 Lake Osprey Dr, Lakewood Ranch, FL 34240
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. Conti, Scott Brad
6151 Lake Osprey Dr, Lakewood Ranch, FL 34240
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…
17. North South Wealth Management - Ameriprise Financial Services
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240
From Business: At North South Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
18. Christine Purser - Private Wealth Advisor, Ameriprise Financial Services
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240
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…
19. Casanueva, Dominic
6311 Atrium Dr, Lakewood Ranch, FL 34202
From Business: Welcome to Merrill Lynch in Lakewood Ranch, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…
20. Northern Trust
6320 Venture Dr, Lakewood Ranch, FL 34202
From Business: Northern Trust Bank offers a wide range of trust, fiduciary, investment, banking and financial planning services to businesses and individuals. The bank provides checking,…
27. Global Financial Advisory, Inc.
501 N Cattlemen Rd Ste 106, Sarasota, FL 34232
28. Colonial Group Metals LLC
Serving the University Park Area
From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…
29. Annuity General
Serving the University Park Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
30. Edward Jones - Financial Advisor: Cornelius Stover
5889 53rd Ave E, Bradenton, FL 34203
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…