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Financial Planners 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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Christensen Financial photos
Christensen Financial, 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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Signature Insurance Group photos
Signature Insurance Group, Longwood
Longwood / Florida / United States
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Since 1979, Signature Insurance Group has provided families and businesses with comprehensive insurance options from the best carriers in the country. We offer a broad range of coverage options including auto, home, life, commercial, umbrella, among many others. We treat you as a person, not a number. We build personal relationships with our clients in order to connect their individual needs and goals to a policy to fits them, their family, and their business.
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Fidelity Bank of Florida photos
Fidelity Bank of Florida, Longwood
Longwood / Florida / United States
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Fidelity Mortgage Services photos
Fidelity Mortgage Services, Longwood
Longwood / Florida / United States
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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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Primerica Financial Service photos
Primerica Financial Service, Longwood
Longwood / Florida / United States
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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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Edward Jones - Financial Advisor: Brad Weston photos
Edward Jones - Financial Advisor: Brad Weston, Longwood
Longwood / 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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Presley Sylvia C Accountants photos
Presley Sylvia C Accountants, Longwood
Longwood / Florida / United States
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Providing Quality Tax & Accounting Since 1986
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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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Family Bank Design Center LLC photos
Family Bank Design Center LLC, Longwood
Longwood / Florida / United States
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Bateson Business Brokerage Inc photos
Bateson Business Brokerage Inc, Longwood
Longwood / Florida / United States
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Edward Jones - Financial Advisor: Brendan A Jones photos
Edward Jones - Financial Advisor: Brendan A Jones, Longwood
Longwood / 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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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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Sentry Management photos
Sentry Management, Longwood
Longwood / Florida / United States
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Founded in 1975 and located in Longwood, Fla., Sentry Management is approved by the Institute of Real Estate Management. Its staff members include community managers, leasing agents, bookkeepers, and administrative and maintenance officers. It provides various services, such as community manager backup and insurance and financial reporting association insurance services. The company also offers group training and education programs. It also provides support and assistance for clients and helps in management tracking system. The company also provides various services related to accounting, closings, collections and investment property and after-hour assistance. The company offers a variety of rental opportunities, including long-term and vacation rentals. Its Web site offers various informational resources for clients. Sentry Management has offices in Nashville, Tenn., Atlanta, Charleston, S.C., and Jacksonville, Clearwater and Leesburg, Fla.
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