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State DirectoryInvestment Management in Gainesville, FL
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From Business: MOREIRA team is a boutique mortgage lender built from the ground UP to cater towards “your” financial needs. Finding the best home loans for your situation NOT…
2. Chris Persandi - TD Wealth Relationship Manager
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial…
3. Covenant Wealth Management
From Business: Securities offered through LPL financial. Member FINRA / SIPC. Investment advice offered through Independent financial partners (IFP), a registered investment…
4. Chris Malphurs, CFP
From Business: Financial Advisor, LPL Financial, serving Gainesville, Fla.
5. North Florida Wealth Advisors
6. Summers Randy
7. Heritage Wealth Management
8. Edward Jones - Financial Advisor: Kent Walker
From Business: 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…
9. Allstate Personal Financial Representative: Hilda Miller
From Business: Every day, we help Allstate customers build holistic financial wellness for their families with life, retirement, and financial choices to realize their hopes…
10. Cindy Robinson - TD Wealth Financial Advisor
From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing…
11. Merrill Lynch Wealth Management
From Business: Welcome to Merrill Lynch in Gainesville, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
12. Karen Harvey - Financial Advisor, Ameriprise Financial Services
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…
13. TIAA Financial Services
From Business: Our wealth management advisors in TIAA’s Gainesville, FL office are available to help clients plan for lifelong income, save for retirement, and achieve…
14. David H. Morgan, CSA, CEA, CFS, GEPC, CAS, RIA
Wheelchair accessibleFrom Business: We at R.E.A.P., LLC. are proud to have helped many families and individuals over the years. Our firm uses a "team approach" to focus on retirement issues, estate…
15. Morgan Stanley Wealth Management
16. Morgan Stanley
17. Michelle Rafferty
From Business: Capital City Bank Group, Inc. (NASDAQ: CCBG) is one of the largest publicly traded financial holding companies headquartered in Florida and has approximately…
18. Michelle Rafferty
From Business: Financial Advisor, LPL Financial, serving Alachua, Chiefland, High Springs, Jonesville and Newberry, Fla.
20. Brannan Sharon C Brannan CPA Pa
From Business: At Sharon C. Brannan, CPA PA our goal is to be proactive with our clients needs. We have successfully provided and will continue to provide a wide range of…
21. Michelle Rafferty
From Business: Capital City Bank Group, Inc. (NASDAQ: CCBG) is one of the largest publicly traded financial holding companies headquartered in Florida and has approximately…
22. 3 Shacks Capital Partners
From Business: 3 Shacks Capital Partners is the premier real estate hard money lender in N. Florida. Our 21 years of experience in real estate investing throughout the greater…
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