Your financial future deserves the best protection—let's discuss insurance and risk management. Are you confident in your current coverage? What are your concerns or questions about safeguarding your assets and loved ones? Give us a call to meet with a financial advisor! #Financial #FinancialFuture #FinancialPlanningMonth #financialadvisor #Insurance #RiskManagement
U-Vest® Financial
Financial Services
Tallahassee, Florida 68 followers
We invest in U! Investments | Financial Planning | Insurance
About us
Investments | Financial Planning | Insurance Our goal is to move financial planning forward by providing clients with an open atmosphere and a diverse pool of resources for their financial needs. - - - - - - - • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org and www.sipc.org) • Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
-
www.u-vestfinancial.com
External link for U-Vest® Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Tallahassee, Florida
- Type
- Partnership
- Founded
- 2019
- Specialties
- Investments , Financial Planning, Retirement Services, Legacy and Planned Giving, Education Funding, and Business Services
Locations
Employees at U-Vest® Financial
Updates
-
Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively? Contact us to talk to a financial advisor who can help you navigate those challenges! #Financial #CashFlow #MoneyManagement #FinancialPlanningMonth #financialadvisor
-
-
In honor of Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. Regular check-ups, healthy lifestyle choices, and open conversations can make a significant difference in prevention and early intervention. Take care of yourself! #BreastCancerAwarenessMonth #BreastCancerAwareness #EarlyDetection #SelfCare
-
-
As you know, being mindful of your savings is crucial for any financial plan. This National Savings Day, we recommend meeting with your financial advisor to discuss how your savings play a significant role in planning for a prosperous tomorrow. Give us a call or visit our website to get started today! #NationalSavingsDay #Savings #FinancialAdvisor #FinancialGoals #FinancialFuture
-
-
They say the one constant is change—changes in laws, how we do business, and even how we live from day to day. As time passes, your needs will inevitably change. Make sure your estate plan matches the life you’re leading. Contact us to inquire about estate planning! #FinancialPlanningMonth #EstatePlanning #FinancialAdvisor #FinancialGoals #FinancialFuture
-
-
October is Financial Planning Month! Take some time to pause and reflect on your financial path and your goals. Give us a call to meet with a financial advisor this month! #FinancialPlanningMonth #FinancialPlanning #October #FinancialAdvisor #FinancialGoals #FinancialFuture
-
-
Autumn is a time of transition, and your financial journey is no exception! Let's work together to review your financial plan and ensure it's aligned with your current priorities and goals. Give us a call to meet with a financial advisor! #FinancialAdvisor #FinancialAdvice #Autumn #FinancialReview #HelloFall
-
-
Amidst life's unpredictability, estate planning offers a sense of control and certainty. Your legacy deserves to be treated with care and consideration. Contact us today for help creating an estate plan that reflects your wishes and safeguards your family's future! #MakeAWillMonth #EstatePlanning #FinancialAdvisor #FinancialAdvice
-
-
Happy Birthday to U-Vest® CEO Mike Davino, CFP®! 🎈 #HappyBirthday #FinancialAdvisor #BirthdayPost #CEO
-