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Financial Planners Certified in Ocala, Florida

BB&T photos
BB&T, Ocala
Ocala / 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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Bankers Life photos
Bankers Life, Ocala
Ocala / Florida / United States
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Welcome to Bankers Life in Ocala, FL. Our team of experienced insurance agents and Financial Advisors believe in providing our customers with knowledgeable life and health insurance, and annuity recommendations to help them navigate their retirement needs. We proudly support the American Cancer Societys "Relay for Life" and Bankers Life’s annual “Forget Me Not Days” campaign, which helps raise funds for the Alzheimer’s Association. With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life in Ocala, FL office take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.
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Thrivent Financial photos
Thrivent Financial, Ocala
Ocala / Florida / United States
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Jane Fontaine - Ameriprise Financial Services, Inc. photos
Jane Fontaine - Ameriprise Financial Services, Inc., Ocala
Ocala / Florida / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first Explains things in understandable terms Understands me and shares my values Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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EIS Wealth Management - Ameriprise Financial Services, Inc. photos
EIS Wealth Management - Ameriprise Financial Services, Inc., Ocala
Ocala / Florida / United States
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We 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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Joan Coke - Ameriprise Financial Services, Inc. photos
Joan Coke - Ameriprise Financial Services, Inc., Ocala
Ocala / 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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Michael T Miller - Ameriprise Financial Services, Inc. photos
Michael T Miller - Ameriprise Financial Services, Inc., Ocala
Ocala / 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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Brick City Group photos
Brick City Group, Ocala
Ocala / Florida / United States
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Lindsay, Crabb & Associates LLC photos
Lindsay, Crabb & Associates LLC, Ocala
Ocala / Florida / United States
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Assisting Individuals and Businesses with smart Financial Management. Lindsay, Crabb and Associates, LLC is located in Ocala FL and provides smart financial solutions for both individuals and businesses through accounting and tax preparation services. A wide range of services is offered including financial planning, accounting, bookkeeping and tax return preparation. • New Business Setup • QuickBooks Training • Budgeting • Accounting and Bookkeeping • Business and Personal Financial Statements • Tax Liability Forecasting • Tax Return Preparation • Business Consulting • Analyze Growth Our business services include financial statements, payroll, reports, tax preparation and business analysis for corporations, LLCs, S-Corps, partnerships and sole proprietors. We can assist you with profit and loss sheets, W-2s, quarterly and monthly filings and more. Individuals will benefit from our expertise and assistance with monthly budgeting and cash flow, debt reduction, income tax preparation and personal financial statements. We can also help you with retirement plans and financial planning services. Call today and see how we can help you.
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Thomas Hudge photos
Thomas Hudge, Ocala
Ocala / Florida / United States
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Derek J Miller - Ameriprise Financial Services, Inc. photos
Derek J Miller - Ameriprise Financial Services, Inc., Ocala
Ocala / 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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