Companies similar to CONCIERGE CAPITAL MANAGEMENT
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  • www.conciergecap.com
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Concierge Capital Management is a comprehensive financial services firm with two offices in Florida: Jacksonville and Boca Raton... Proudly serving families, professionals, pre-retirees and retirees throughout Florida. CCM is committed to providing..
Relevance: 23.289606
  • myfsrbc.com
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The Florida School Retiree Benefits Consortium (FSRBC) is committed to providing Retirees of participating Districts with a program that is both comprehensive and competitive. FSRBC provides eligible retirees with access to employer-sponsored..
Relevance: 20.202105
  • jgrahamrealty.com
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J GRAHAM REALTY, LLC provides real estate services to help retirees in New Jersey purchase homes in Florida regions. Visit our website to learn more...
Relevance: 19.962126
  • strongretirementgroup.com
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Strong Retirement Group is committed to the Golden Rule by going above and beyond for each client, every time. Assisting retirees to plan for the retirement lifestyle they want is our passion. We are here to guide you through the process every step..
Relevance: 18.030775
  • www.nih-inc.com
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NIH National Insurance Holding was founded by Ron Wardell. With over 28 years of experience in providing insurance solutions for business owners, entrepreneurs, homeowners and retirees here in Florida, Ron is committed to working closely with..
Relevance: 17.699308
  • www.ubcwealthmanagement.com
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UBC Wealth Management is a South Florida financial firm located in Miami specializing in helping clients prepare their long-term financial and retirement income strategies... UBC Wealth Management provides clients with a holistic suite of financial..
Relevance: 17.315104
  • carlosdiasjr.com
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Carlos Dias Jr. is a trilingual wealth advisor, public speaker, and founder of Dias Wealth based in the Orlando, Florida area. He offers strategic financial planning services to business owners, executives, retirees and professional athletes.....
Relevance: 17.174053
  • www.theplantationfinancial.com
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We are a financial and insurance services firm based out of ​Fort Myers, Florida. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning... We provide links from its website to various third..
Relevance: 17.109241
  • lawrencefinancialplanning.com
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Lawrence Financial Planning is a fee-only financial planning firm located in Tampa, Florida, serving throughout the Tampa area, Sarasota, and Orlando. Lawrence Financial recently merged with Oasis Wealth Planning Advisors, allowing us to bring even..
Relevance: 16.452688
  • www.sherwinassociates.com
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Sherwin & Associates was founded by Sherwin Sargeant and brings more than 15 years of retirement, Tax and Insurance planning experience to their practice. To further bolster their services, Sherwin & Associates joined Fig Marketing... With these..
Relevance: 16.451359
  • www.larrymaggioredds.com
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At Larry L. Maggiore D.D.S., we know how important having a great smile is to looking and feeling good. That's why Dr. Larry L. Maggiore and the entire team at our Port Charlotte, Florida dental practice is committed to providing the highest quality..
Relevance: 16.040775
  • cashcohorts.com
As a Floridian retiree, investing is crucial to ensuring your golden years are truly golden. With a range of investment options at their disposal, retirees must find the right balance between risk and return, especially since their income is fixed to..
Relevance: 15.974822
  • powerfinancialpartners.com
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Power Financial Partners is a fee-based Registered Investment Advisor headquartered in Tampa, Florida. We specialize in a client centric approach to investment management and financial planning for busy professionals and retirees... Power Financial..
Relevance: 15.912223
  • csaretirees.org
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The Retiree Club organizes events for retirees. These events are subsidized and often include transportation offering retirees an opportunity to get together with fellow retirees. If you are interested in participating in any way, please contact us..
Relevance: 15.796071
  • clearincomeforlife.com
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Clear Income Strategies Group is a financial services firm providing guidance and income planning services to pre- and early retirees in states including North Carolina, Florida, and more... Looking ahead to your financial future may be a confusing,..
Relevance: 15.787959
  • www.mdpresleyfinancial.com
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MDPresley Financial Services is an individually owned and operated financial and investment planning firm located in Punta Gorda, Florida, servicing clients through much of the United States. We provide professional and personalized financial..
Relevance: 15.677648
  • its.fsu.edu
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Information Technology Services is the central IT organization for Florida State University, providing IT support and technology leadership to a diverse community of more than 50,000 students, faculty, staff, alumni and retirees... ITS is dedicated..
Relevance: 15.602239
  • www.nationalretirementplanservices.com
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National Retirement Plan Services is a full service financial firm committed to helping individuals, retirees, and business owners pursue their financial goals... National Retirement Plan Services is a Registered Investment Advisor (RIA) in the..
Relevance: 15.468452
  • www.floridavillasales.com
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We help future retirees realize the possibility of earning equity for their future retirement home, assisting vacationers in investing a second home for their holiday trips and make the possibility of investors realize their financial goals through..
Relevance: 15.411135
  • www.afassistancefund.org
AIR FORCE ASSISTANCE FUND - TAKING CARE OF OUR OWN... When natural disasters occur like Hurricane Michael in 2018, the Air Force Assistance Fund charities were there to lend a helping hand to our fellow Airmen and their families. After Hurricane..
Relevance: 15.389485
  • www.healthfirstbrokers.com
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Health First Brokers is Atlanta's premier resource for all your company's employee benefit needs. With over two decades of experience here in GA, Ryan has also obtained insurance licenses in Florida, South Carolina, Alabama, Tennessee, New York,..
Relevance: 15.356404
  • oneplusonewealth.com
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ONE+ONE Wealth Management is a nationwide firm located in South Florida. Our focus is on helping our clients prepare for the risks they see, and those they don't. We do this through our proprietary, ONE+ONE Method™... Our clients are individuals and..
Relevance: 15.226943
  • residencescogir.com
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Discover the Jardins Champfleury private seniors' residence in Québec's Limoilou District. You will find a reassuring environment, a family-like atmosphere and many services catering to independent retirees and seniors... For over 25 years, we have..
Relevance: 15.127261
  • www.thevillagesgolfguy.com
Retiring to The Villages offers retirees a rare opportunity to live the golfing dream. With 13 championship courses and growing this friendly golfing community is the ultimate destination for golfers looking to retire in Florida. The Villages..
Relevance: 15.0515375
  • yourlifefs.com.au
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Your Life Financial Services is a successful financial planning company dedicated to helping you achieve your hopes & dreams in life... We specialise in helping Business Owners, Executives and Pre/Post Retirees make smart decisions with their..
Relevance: 14.889736
  • www.telcoretirees.org
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TelCo Retirees Association is a charter member of the NRLN (National Retiree Legislative Network) which represents retirees to the U.S. Congress...
Relevance: 14.749
  • www.associationofdupontretirees.org
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The Association of DuPont Retirees is a Delaware non-profit corporation which has elected to be treated as a 501(c)(4) and is governed by an all-volunteer Board of Directors... The Association of DuPont Retirees Inc. is an organization dedicated to..
Relevance: 14.70147
  • www.shaynelaw.com
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The Law Offices of Gordon N. Shayne is located in Jacksonville, Florida. Our office has a combined experience of over 30 years fighting for the rights of its clients. Through our on-line presence via www.zoom.com, we can conduct family law mediations..
Relevance: 14.669732
  • www.wtsretirement.com
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WTS Financial is a business focused on not only helping their clients to the fullest extent, but also educating them so they're able to help themselves as well. WTS tries to be a one stop shop for many financial needs for both personal and business..
Relevance: 14.6487875
  • www.retireabundant.com
Changing the way retirees and soon-to-be-retirees understand, access and have more income opportunity..
Relevance: 14.643655