Investment Services in The Villages

Edward Jones - Financial Advisor: Jena Sullivan, AAMS®|CRPC™ Verified by Yext

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8483 SE 165th Mulberry Lane, Suite 100, The Villages, FL

352-350-1608

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Fidelity Investments Verified by Yext

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1057 Lake Sumter Landing, The Villages, FL

800-682-4749

Investment Services Firms Financial Planning Firms

Visit Your Local Investor Center Today!

Fidelity Investments Verified by Yext

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1057 Lake Sumter Landing, The Villages, FL

800-682-4749

Investment Services Firms Financial Planning Firms

Visit Your Local Investor Center Today!

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Wells Fargo Advisors Verified by Yext

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2415 Parr Dr, The Villages, FL

352-753-4669

Wells Fargo Advisors Verified by Yext

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2415 Parr Dr, The Villages, FL

352-753-4669

John Glendinning - Morgan Stanley

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John Glendinning - Morgan Stanley

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Jared Vock - Morgan Stanley

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Jared Vock - Morgan Stanley

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The Buzard Kinzer Group - Morgan Stanley

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The Buzard Kinzer Group - Morgan Stanley

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The Lake Sumter Group - Morgan Stanley

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The Lake Sumter Group - Morgan Stanley

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John Joseph Lomba - Ameriprise Financial Services, Inc.

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3507 Wedgewood Ln, The Villages, FL

352-350-2397

Investment Services Financial Planning

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John Joseph Lomba - Ameriprise Financial Services, Inc.

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3507 Wedgewood Ln, The Villages, FL

352-350-2397

Investment Services Financial Planning

Edward Jones - Financial Advisor: Jeremy J DiFiore Verified by Yext

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16850 U S Hwy 441, Suite 304, Summerfield, FL

352-307-6385

Edward Jones - Financial Advisor: Jeremy J DiFiore Verified by Yext

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16850 U S Hwy 441, Suite 304, Summerfield, FL

352-307-6385

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: David A Merrick, CRPC™ Verified by Yext

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715 Kristine Way, The Villages, FL

352-750-6285

Edward Jones - Financial Advisor: David A Merrick, CRPC™ Verified by Yext

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715 Kristine Way, The Villages, FL

352-750-6285

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS®|SE-AWMA® Verified by Yext

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2791 Brownwood Boulevard, Ste 104, The Villages, FL

352-750-9319

Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS®|SE-AWMA® Verified by Yext

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2791 Brownwood Boulevard, Ste 104, The Villages, FL

352-750-9319

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP® Verified by Yext

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5814 Seven Mile Drive, Suite 104, Wildwood, FL

352-307-2114

Edward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP® Verified by Yext

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5814 Seven Mile Drive, Suite 104, Wildwood, FL

352-307-2114

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Greg Panjian, AAMS® Verified by Yext

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309 Colony Blvd, The Villages, FL

352-750-9246

Edward Jones - Financial Advisor: Greg Panjian, AAMS® Verified by Yext

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309 Colony Blvd, The Villages, FL

352-750-9246

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Christian C Johnson

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8483 SE 165th Mulberry Lane, Suite 100, The Villages, FL

Edward Jones - Financial Advisor: Christian C Johnson

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8483 SE 165th Mulberry Lane, Suite 100, The Villages, FL

Edward Jones - Financial Advisor: Clemente Palacios, AAMS®|CRPC™

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3608 Wedgewood Lane, Buffalo Ridge Plaza Ii (466W), The Villages, FL

Edward Jones - Financial Advisor: Clemente Palacios, AAMS®|CRPC™

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3608 Wedgewood Lane, Buffalo Ridge Plaza Ii (466W), The Villages, FL

Edward Jones - Financial Advisor: Mike Micallef, CFP®|CPWA®|CWS®

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3608 Wedgewood Lane, Buffalo Ridge Plaza Ii (466W), The Villages, FL

352-674-0063

Edward Jones - Financial Advisor: Mike Micallef, CFP®|CPWA®|CWS®

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3608 Wedgewood Lane, Buffalo Ridge Plaza Ii (466W), The Villages, FL

352-674-0063

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Brittany Kendziora, AAMS®|CRPS™

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2791 Brownwood Boulevard, The Villages, FL

352-350-7157

Edward Jones - Financial Advisor: Brittany Kendziora, AAMS®|CRPS™

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2791 Brownwood Boulevard, The Villages, FL

352-350-7157

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Wells Fargo Advisors Verified by Yext

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2595 Burnsed Blvd, The Villages, FL

352-330-6698

Wells Fargo Advisors Verified by Yext

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2595 Burnsed Blvd, The Villages, FL

352-330-6698

Wells Fargo Advisors Verified by Yext

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13707 N US Hwy 441, Lady Lake, FL

352-751-4627

Wells Fargo Advisors Verified by Yext

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13707 N US Hwy 441, Lady Lake, FL

352-751-4627

Wells Fargo Advisors Verified by Yext

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1894 Laurel Manor Dr., The Villages, FL

352-259-3000

Wells Fargo Advisors Verified by Yext

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1894 Laurel Manor Dr., The Villages, FL

352-259-3000

Wells Fargo Advisors Financial Network Verified by Yext

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1070 Lake Sumter Landing, The Villages, FL

352-633-8248

Investment Services

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Wells Fargo Advisors Financial Network Verified by Yext

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1070 Lake Sumter Landing, The Villages, FL

352-633-8248

Investment Services