Business Directory

Financial Services

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Ameriprise Financial – Stephens & Associates

In a world of account balances and market swings, it’s easy for the numbers to feel like the goal and to lose sight of what you’re working for in the long run. At Stephens & Associates, our Certified Financial Planners take the time to understand what’s truly important to you. Together, we’ll develop a holistic financial plan customized for your life – so that you can live more confidently today. And tomorrow.

Unlike some fully independent firms, Stephens & Associates is an independent private wealth advisory practice under Ameriprise Financial, a Fortune 250 company that’s been around for well over a century. Because we are an Ameriprise firm, we are able to leverage the cutting-edge technology and compliance systems that come with being one of the most well-respected and well-resourced companies in the industry. Further, we have more Certified Financial Planner professionals than any other company in the U.S., and we at Stephens & Associates actively encourage our advisors and staff to continuously take on further education and professional training.

Taking everything into account, we recommend that all people at least consult with a competent and ethical financial professional before deciding on a financial plan. In our opinion, that relationship is a sacred one because who else in your life will know everything there is to know about your finances. If you are still reading this and feel you or someone you care about could use a second set of eyes as to their financial life, please let us know. We welcome the opportunity to serve, because we truly believe that doing so is a privilege.

- The team at Stephens & Associates - Ameriprise FinancialBusiness Website Address (change): https://www.facebook.com/TheVillagesAmeripriseFinancial/

352-642-9043

4807 CR 466A
Wildwood, FL

34785
Blackston Financial Advisory Group

Financial and Estate Services

We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

Blackston Financial is committed to the financial independence and well-being of each and every client they serve. They work with friends and neighbors to meet their financial goals through the use of insurance and investment produc

http://www.blackstonfinancialgroup.com/
352-633-9046

8564 cr 466 Suite 302
Lady Lake, Fl

32162
Capital Choice

We are a financial services firm committed to helping people pursue their financial goals. We believe you will be better able to identify your goals; make sound decisions to help reach them by our providing sound financial information.

386-748-1462
3867481462
DuShane Management
DuShane Management

DuShane Management, Inc. is a Registered Investment Adviser headquartered in the state of Florida. Our investment approach utilizes the discipline as put forth in the book Beyond Folly: A Disciplined Approach to Investing in the Stock Market authored by Mark R. DuShane, president of DuShane Management, Inc.

352-561-6410

501 W. Berckman St.
Fruitland Park, FL

34731
PRIMERICA
PRIMERICA

For 40 years we’ve had a simple philosophy: just do what’s right. And that starts every time we sit down with a family – like yours – to educate them about how money works and to offer products and services to help them meet their goals.

Primerica helps people learn how to make their money work for them using simple financial concepts. The wealthy have used these principles for decades to achieve success, yet these concepts aren’t taught in schools. Primerica bridges that education gap, empowering the families we serve to make better financial choices and to use the products and services we offer to reach their goals.

We take great pride in being a company dedicated to bringing common sense solutions to families from all walks of life. We’re a Main Street Company for Main Street North America.

Let us show you how we can help your family.

http://www.primerica.com/ericperlman
908-687-8297
32163
The Mortage Firm
The Mortage Firm
,

Residential Mortages

We offer mortgages on primary, second and investment homes. Conventional, Jumbo, VA,FHA, USDA and Reverse.

http://themortgagefirm.com/
352-775-8233

16850 S Hwy 441, ste 305
Summerfield Fl

34491
Thrivent Financial
Thrivent Financial

Financial Rep with Fortune 500 christian not-for-profit firm. Licensed in Florida & Georgia.

Thrivent Financial
3527530177

2685 Formosa Ter
The Villages, Fl

32162
West Financial Group
West Financial Group

For more than 12 years, our focus at West Financial Group has been on our valued clients. We strive to address all of your concerns, ensure you understand the products we recommend and take pride in knowing you’re comfortable with the direction and strategy we provide you.

Whether it’s financial, retirement or legacy planning or optimizing your future wealth, our approach includes understanding your unique situation, exploring your goals and discovering the best ways to get there. By getting to know you and your family, we serve as financial guides who keep your best interests in mind throughout the entire process.

West Financial Group is here to help you reach your retirement-income goals. Our process includes working closely with you, helping you get what you want out of life. The hope we have for you when you leave our office is total confidence in your financial future.

West Financial Group
321-461-0645
3524610645

4713 E State Rd 44, Chesterfield Village Plaza Suite 300
Wildwood, Fl

34785