3 Best Financial Services in Gainesville, FL

“Chacon Diaz & Di Virgilio Wealth Management provides financial planning and investment management solely for your benefit. Each of their experts has specialized knowledge in various areas, ensuring that all of your wealth management needs are taken care of. They proactively manage your wealth, adjusting the strategy when needed to make sure that you continue to get optimal results. Chacon Diaz & Di Virgilio Wealth Management discusses your desires, goals, and needs, including those needs that you may not even be aware of. By learning about you, they deeply understand your needs, assess various options, and create a comprehensive plan that serves your present and future interests.”

“Roman Janos graduated from the University of Florida with a B.S. in Business Administration and pursued several professional designations. He has your big picture in focus; he will tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be. He will build your financial plan together and educate you on what's possible, and YOU make the decisions. From insurance for protection to strategies for growing your money and providing more flexibility, he will help you live the retirement you have always wanted. Roman Janos has earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.”

“Kiara Hall is the regional vice president and Primerica financial representative. She became a Primerica Financial Representative because she wanted to help her neighbors and the residents of Gainesville and the surrounding communities with their financial and life goals through a personalized investment strategy. Her highest priority is to provide value and peace of mind for her clients. She takes pride in providing great customer service to everyone who comes to her office. She strives to treat each person respectfully and honestly, just as she wants to be treated. She invites Gainesville residents to call or visit her office to see how she can help them reach their financial goals and dreams.”