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Financial Advisory Services in Tallahassee, Florida

Seven Hills Financial LLC photos
Seven Hills Financial LLC, Tallahassee
Tallahassee / Florida / United States
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Seven Hills Financial, LLC is a Registered Investment Advisor with investment services including ; mutual funds, annuities, investment planning, D.R.O.P. and 401 ( k ) rollovers. Our insurance services include: life insurance, long term care insurance, disability income protection plans and insurance planning. Our business planning services include: group health insurance and supplemental benefits, pension planning and exit planning. Retirement is something we all work toward all our lives, if we are fortunate. But due to the technical nature of pensions, investments and the related insurance, retirement planning can be very stressful. Likewise for someone starting out, the prospect of pensions, investments and proper benefit planning can be overwhelming. Seven Hills Financial helps provide you with timely, well-formatted information which makes the planning process less stressful and your results more desirable. You may also visit our partners: Legacy Planning Centre, Inc and Portfolio Design Services, LLC
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Poppell Financial Group, LLC photos
Poppell Financial Group, LLC, Tallahassee
Tallahassee / Florida / United States
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Poppell Financial Group, LLC is a holistic financial services firm committed to helping you improve your long-term financial success. Our customized programs include strategies designed to help grow, and conserve your wealth, along with delivering an unprecedented level of personalized service.
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BB&T photos
BB&T, Tallahassee
Tallahassee / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Edward Jones - Financial Advisor: J Talbott Parten photos
Edward Jones - Financial Advisor: J Talbott Parten, Tallahassee
Tallahassee / Florida / United States
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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 tax-smart investor.
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Milt Bauguess & Associates photos
Milt Bauguess & Associates, Tallahassee
Tallahassee / Florida / United States
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For All Your Financial Products and Services.Milt Bauguess & Associates is a financial planning and insurance company located in Florida. Are you prepared for the unexpected? At the office of Milt Bauguess & Associates, you will be able to plan everything you will need for the future and get peace of mind!We have been assisting seniors with financial solutions and insurance options for over 30 years. We also have exceptional expertise in estate planning and assistance with living trusts and wills. The office of Milt Bauguess & Associates offers insurance in such areas as life, auto, homeowners, nursing home and even motorcycles. We specialize in the following areas: Retirement planning services Insurance coverage Financial products and services Investment advisory services Estate planning8% bonus 8% Guarantee for 18 years. 2 times income for a long term care.Call us today!
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Specialized Wealth and Tax Advisors, Inc. photos
Specialized Wealth and Tax Advisors, Inc., Tallahassee
Tallahassee / Florida / United States
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Our company is focused on helping the people who work with us to improve their current and future financial circumstances. This is where our experience, skill sets and resources are concentrated. Financial planning is a specialized, complex and vitally important, integrated process. We fully apply ourselves to those people who really want to make a difference in their lives and the lives of their family.
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TLeaf Smokeshop and Gallery photos
TLeaf Smokeshop and Gallery, Tallahassee
Tallahassee / Florida / United States
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With a love for glass art, TLeaf has been operated by glass lovers, for like minded smokers, since the very beginning. Founded in 2009, TLeaf originally started with its brick and mortar location in the state capital, and home of the Seminoles, Tallahassee, Florida. Since our opening, we have experienced enormous success at our physical location that has allowed us to continually expand and improve with online store and glassblowing studio being prime examples. TLeaf credits it’s continued success to the support of, industry leading pipe manufacturers, glass artists and local/online communities.
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Bank of America photos
Bank of America, Tallahassee
Tallahassee / Florida / United States
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Welcome to Bank of America in Tallahassee, FL, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.
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Jenny T Nash - Ameriprise Financial Services photos
Jenny T Nash - Ameriprise Financial Services, Tallahassee
Tallahassee / Florida / United States
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The advisor listed is an Ameriprise financial advisor in Tallahassee. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Bill Sittig CPA, LLC photos
Bill Sittig CPA, LLC, Tallahassee
Tallahassee / Florida / United States
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With over 30 years of experience, Bill Sittig CPA, LLC offers superior service in the areas of Tax, Accounting, Retirement, Insurance, and Estate Planning.
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Liberty Tax Service photos
Liberty Tax Service, Tallahassee
Tallahassee / Florida / United States
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Liberty Tax is a full service income tax preparation company. Visit your local Tallahassee FL Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
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Kuttin Wealth Management - Ameriprise Financial Services, Inc. photos
Kuttin Wealth Management - Ameriprise Financial Services, Inc., Tallahassee
Tallahassee / Florida / United States
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Planning for a confident retirementWe deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Stifel | The Huggins Winders Group photos
Stifel | The Huggins Winders Group, Tallahassee
Tallahassee / Florida / United States
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Combining nearly 65 years of investment experience, Stifel | The Huggins Winders Group is dedicated to helping our clients pursue their goals and address their needs through customized, long-term wealth management strategies. We serve a broad array of investors, including those who are saving for their first home, those getting ready to retire or in retirement, to those who want to leave a legacy for their heirs. Some of our clients prefer a fee-based relationship while others prefer a more traditional brokerage account. Many of our clients, however, are more suited to using a combination of two or three different types of investment platforms.
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JK Harris & Company photos
JK Harris & Company, Tallahassee
Tallahassee / Florida / United States
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Edward Jones - Financial Advisor: James A Garcia, AAMS®|CRPC® photos
Edward Jones - Financial Advisor: James A Garcia, AAMS®|CRPC®, Tallahassee
Tallahassee / Florida / United States
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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 tax-smart investor.
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H&R Block photos
H&R Block, Tallahassee
Tallahassee / Florida / United States
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Need help filing taxes, including your federal tax return and state tax return? Your local Tallahassee H&R Block office is here year-round to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!
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Impact Advance photos
Impact Advance, Tallahassee
Tallahassee / Florida / United States
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Edward Jones - Financial Advisor: Catrina Stith photos
Edward Jones - Financial Advisor: Catrina Stith, Tallahassee
Tallahassee / Florida / United States
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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 tax-smart investor.
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Republic Asset Management Corp. photos
Republic Asset Management Corp., Tallahassee
Tallahassee / Florida / United States
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With Republic Asset Management one call does it all! We can and will help save you time from your first phone call through nail and wax completion.
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Richard Bergstrom - Ameriprise Financial Services, Inc. photos
Richard Bergstrom - Ameriprise Financial Services, Inc., Tallahassee
Tallahassee / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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