Directory for financial advisors and representatives

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Showing 24 advisor(s) and rep(s)

Nick AndresVisit my website

Expertise: Financial Planning, Life Insurance Planning, Retirement Planning

Languages: English

Location: Ormond Beach FL, 32174

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Joe BelgradeVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning, Life Insurance Planning

Languages: English

Location: Gainesville FL, 32605

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Wayne Berna

CFP®, CLU®, RICP®

Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning

Languages: English

Location: Ormond Beach FL, 32174

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Shawn BostonVisit my website

Languages: English

Location: Ormond Beach FL, 32174

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George Carrasco Jr RICPVisit my website

Expertise: Business Succession Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Business Valuation Planning, Business Risk Management

Languages: English, Spanish

Location: Ocala FL, 34470

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Austin CarrolaVisit my website

Expertise: Retirement Planning, Financial Planning, Life Insurance Planning, Disability Income Planning

Languages: English

Location: Ocala FL, 34470

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Mike CaycedoVisit my website

Languages: English, Spanish

Location: Ormond Beach FL, 32174

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Chris ClarkI am a UF graduate with Gainesville roots and aim to be a strategic partner who can help you achieve your financial goals through an integrated and holistic planning approach. I enjoy developing long term relationships with individuals and families to develop plans that provide structure and security to their lives, as well as optimize financial outcomes from a risk, tax, and asset perspective.Visit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Retirement Income Planning, Qualified Plan Fiduciary Education, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Estate Planning, Employee and Executive Benefits Planning, Disability Income Planning, Education Funding

Languages: English

Location: Gainesville FL, 32605

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Corey CresenziCorey and his team will deliver a concierge-style of service to help you achieve your financial goals. Based in the center of Manhattan, let Corey and his team be the center of your financial future by helping you through strategic planning for long-term success.Visit my website

Expertise: Private Client Services, Trust Services, Wealth Management, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Ormond Beach FL, 32174

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Matthew DavisI started my career at Northwestern Mutual while wrapping up at the University of Florida with a Finance degree in Business Administration. I understand that financial planning means something unique to everyone. I’ll work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. Let’s talk!Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Qualified Plan Employee Education, Retirement Income Planning, Retirement Planning, Trust Services, Wealth Management, Estate Planning

Languages: English

Location: Gainesville FL, 32605

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