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Financial Planners Certified in Longwood, Florida

Trustco Bank photos
Trustco Bank, Longwood
Longwood / Florida / United States
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Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 147 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2018, SNL Financial rated Trustco Bank the 15th best performing savings bank in the country.
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Siler Wealth Management photos
Siler Wealth Management, Longwood
Longwood / Florida / United States
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Siler Wealth Management (SWM) is an investment advisor providing strategies customized to help you manage your money and plan for your financial future. We accomplish this through financial planning and investment management. We are an investment alternative to your typical financial planner or stockbroker. We provide investment management using highly disciplined and data driven strategies which seek to capture the optimal shifts in the market to maximize our clients’ potential portfolio growth.
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IBERIABANK photos
IBERIABANK, Longwood
Longwood / Florida / United States
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IBERIABANK in Longwood, FL delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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Bremer, Frederick photos
Bremer, Frederick, Longwood
Longwood / Florida / United States
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IBERIABANK photos
IBERIABANK, Longwood
Longwood / Florida / United States
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IBERIABANK in Longwood, FL delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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BB&T photos
BB&T, Longwood
Longwood / 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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Legacy Financial Advisors Orlando photos
Legacy Financial Advisors Orlando, Longwood
Longwood / Florida / United States
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Orlando financial planning advisors specializing in financial planning, retirement planning, Medicare planning, caregiver planning & more.
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Trustco Bank Florida Headquarters and Personnel Department - (Non-Branch Location) photos
Trustco Bank Florida Headquarters and Personnel Department - (Non-Branch Location), Longwood
Longwood / Florida / United States
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Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 147 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2018, SNL Financial rated Trustco Bank the 15th best performing savings bank in the country.
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BB&T photos
BB&T, Longwood
Longwood / 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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Avanti Wealth Management photos
Avanti Wealth Management, Longwood
Longwood / Florida / United States
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Since 1986 Avanti Wealth Management has served clients with personalized financial advice through comprehensive, integrated, holistic planning. Our focus is on building long-term relationships and a plan based on values and visions that do not change with the markets. Our client-focused team members seek to better serve clients and a greater purpose. Your personal team at Avanti Wealth Management has the expertise and experience needed to develop an effective plan that is best suited for your individual situation. We have the support and resources of top local professionals and some of the largest financial institutions, while maintaining independence and the freedom to put your best interests first.
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