Best estate planning services in Florida
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Lawrence W Catena - Morgan Stanley
● OpenWelcome to Lawrence W Catena - Morgan Stanley, your trusted partner in financial services, located at 8889 Pelican Bay Boulevard, Naples, Florida. As a leading financial advisory firm, we are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Our team is committed to providing comprehensive wealth management solutions, including investment planning, retirement strategies, and estate planning. With years of experience in the finance industry, we pride ourselves on delivering exceptional service and tailored advice to meet the unique needs of our clients. Visit us in Naples to discover how we can help you secure a prosperous financial future.
8889 Pelican Bay Boulevard, Naples, Florida 34108, United States -
Kodie S Fridley - Morgan Stanley
● OpenWelcome to Kodie S Fridley - Morgan Stanley, your trusted partner in financial planning and investment management located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our dedicated team is committed to providing personalized financial solutions tailored to meet the unique needs of each client. At Kodie S Fridley - Morgan Stanley, we pride ourselves on our comprehensive approach to wealth management, offering a wide range of services including investment strategies, retirement planning, estate planning, and risk management. Our goal is to help you achieve financial success through careful planning and informed decision-making.
8889 Pelican Bay Boulevard, Naples, Florida 34108, United States -
BNY Wealth Naples FL
● ClosedWelcome to BNY Wealth Naples FL, your trusted partner in wealth management located at 4850 Tamiami Trail North, Naples, Florida. As a distinguished member of the BNY Mellon family, we bring over 240 years of experience in guiding successful individuals and families in building, managing, and sustaining their wealth across generations and market cycles. At BNY Wealth, we believe that successful investing is not just about what you make, but what you keep. Our Chief Investment Officer, Sinead Colton Grant, shares insights on our mid-year 2024 outlook, helping investors navigate the complexities of today's financial landscape.
4850 Tamiami Trail North, Naples, Florida 34103, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 2092 9th Street North, Naples, Florida 34102. We are committed to providing a comprehensive range of financial services to meet your diverse needs. At Truist, you can explore a variety of banking products and services, including loans and deposit accounts, all offered by Truist Bank, a proud Member of FDIC. Looking to see if you qualify for a Truist credit card? We make it easy for you to check your pre-qualification status. Additionally, if you're in the market for a loan, we can guide you to find the right option tailored to your financial goals.
2092 9th Street North, Naples, Florida 34102, United States -
Northern Trust
● ClosedWelcome to Northern Trust, your trusted partner in financial services located in the heart of Naples, Florida. Situated at 500 5th Avenue South, our office is dedicated to providing exceptional financial solutions tailored to meet your individual and business needs. With a strong focus on personalized service, we offer a comprehensive range of financial services including wealth management, investment advice, and trust and estate planning. Our team of experienced professionals is committed to delivering innovative strategies and insights to help you achieve your financial goals. At Northern Trust, we pride ourselves on building lasting relationships with our clients, ensuring your financial future is secure and prosperous. Visit us today to discover how we can support your financial journey.
500 5th Avenue South, Naples, Florida 34102, United States -
Dunedin City Manager
● OpenWelcome to the Dunedin City Manager's Office, the cornerstone of effective governance and community development in Dunedin, Florida. Located at 737 Louden Avenue, we are dedicated to ensuring the smooth operation and administration of our vibrant city. Under the leadership of City Manager Jennifer K. Bramley since 2017, our team oversees the day-to-day operations of 380 dedicated employees who diligently serve our community of 37,500 residents. The City Manager's Office plays a pivotal role in establishing the city's organizational framework, directing and supervising all departments, and enforcing laws and policies. We are committed to keeping the City Commission informed on policy matters and presenting annual operating and capital budgets for their review. Our comprehensive reports on the financial and administrative activities ensure transparency and accountability.
737 Louden Avenue, Dunedin, Florida 34698, United States -
Sarasota Catering Company
● ClosedWelcome to Sarasota Catering Company, your premier choice for exceptional catering services in Sarasota, FL. Located at 6544 Superior Ave, Sarasota Catering Company is dedicated to delivering fabulous food and impeccable service with style, tailored to meet all your catering needs. Whether you're planning a wedding, corporate event, birthday celebration, Quinceañera, Bar or Bat Mitzvah, intimate dinner party, or any special occasion, we specialize in creating memorable experiences through exquisite cuisine and professional service. Our full-service, off-premise catering and party planning ensure that every detail of your event is flawlessly executed. As a fully licensed and insured catering company, we boast an impeccable reputation and a loyal clientele. One of the few caterers licensed to serve alcoholic beverages off-premise, we offer a comprehensive range of services to complement your event while respecting your budget.
6544 Superior Ave, Sarasota, FL 34231, United States -
HHM CPAs
● ClosedWelcome to HHM CPAs, located at 3250 West Navy Boulevard, Pensacola, Florida 32505. We are a leading accounting and finance firm dedicated to propelling your business forward. At HHM, we pledge to listen, understand, and exceed your expectations by offering the highest quality accounting, tax, and consulting services tailored to your unique needs. Whether you require specialized tax expertise or comprehensive accounting solutions, our team of experienced accountants and CPAs is here to simplify complex challenges and help your business thrive. Our integrity-driven client service is not just a promise but a core value that guides every decision we make, ensuring that we always act in your best interest.
3250 West Navy Boulevard, Pensacola, Florida 32505, United States -
Jewelry Appraisals by Chris Bowen
● ClosedWelcome to Jewelry Appraisals by Chris Bowen, your trusted partner for professional and accurate jewelry appraisal services in Pensacola, Florida. Conveniently located at 310 Perry Avenue, our business is dedicated to providing expert evaluations and assessments of your precious items. With a deep understanding of the intricacies of fine jewelry, Chris Bowen brings years of experience and a keen eye for detail to ensure that each appraisal reflects true market value. Whether you need an appraisal for insurance purposes, estate planning, or resale, we offer comprehensive services tailored to meet your unique needs. Our commitment to integrity and precision ensures that you receive reliable and unbiased assessments. At Jewelry Appraisals by Chris Bowen, we take pride in our transparent and customer-focused approach, providing you with peace of mind and confidence in the valuation of your treasured pieces.
310 Perry Avenue, Pensacola, Florida 32503, United States -
Max K. McGee, CPA, PA
● ClosedWelcome to Max K. McGee, CPA, PA, your trusted partner in accounting and financial services, conveniently located at 609 North Main Street, Chiefland, Florida. With a commitment to delivering personalized and professional financial solutions, we cater to both individuals and businesses, helping them navigate the complexities of today's financial landscape. At Max K. McGee, CPA, PA, we pride ourselves on our comprehensive range of services, including tax preparation and planning, bookkeeping, financial consulting, and estate planning. Our team of experienced professionals is dedicated to providing accurate and timely services tailored to meet your unique needs and goals.
609 North Main Street, Chiefland, Florida 32626, United States -
Walters & Associates, CPAs
● ClosedWelcome to Walters & Associates, CPAs, your trusted partner in accounting and financial services, located at 5858 Central Avenue, St. Petersburg, Florida. We are a team of dedicated professionals committed to reinventing your business success through personalized tax guidance and strategic financial solutions. Our refreshing approach to tax-based accounting ensures that your financial goals are met with precision and care. At Walters & Associates, we understand the complexities of the financial landscape and offer a comprehensive range of services to simplify your business operations. Our expertise in audit maximization, financial control analysis, and business performance ensures you receive the highest return on investment. With over 500 financial projections submitted to AHCA without denials, our track record speaks for itself.
5858 Central Avenue, St. Petersburg, Florida 33707, United States -
Lee's RV Resort
● ClosedWelcome to Lee's RV Resort, your premier destination for relaxation and adventure in the heart of Largo, Florida. Conveniently located at 1610 South Belcher Road, Lee's RV Resort offers a unique blend of lodging, real estate, and travel services, making it the perfect spot for both short-term stays and long-term living. Our RV park is designed to provide a comfortable and enjoyable experience for all our guests. Whether you're a traveler seeking a peaceful retreat or a local resident looking for a vibrant community, Lee's RV Resort has something for everyone. Our spacious and well-maintained RV sites are equipped with modern amenities to ensure a hassle-free stay.
1610 South Belcher Road, Largo, Florida 33771, United States -
Maven Accounting Solutions
● ClosedWelcome to Maven Accounting Solutions, your trusted partner in accounting and business consulting located in the heart of St. Petersburg, Florida. Situated at 11 Beach Drive Southeast, our firm is dedicated to delivering world-class, high-touch solutions tailored to meet the unique needs of organizations of all sizes. Whether you're a small startup or a large corporation, our team of seasoned professionals is here to guide you through every financial challenge with expertise and care. At Maven Accounting Solutions, we pride ourselves on our personalized approach, ensuring that each client receives the attention and customized strategies they deserve. Let us help you navigate the complexities of accounting and finance, so you can focus on what you do best—growing your business. Visit us today and discover how we can elevate your financial success.
11 Beach Drive Southeast, St. Petersburg, Florida 33701, United States -
KLR
● ClosedWelcome to KLR, your trusted partner in accounting and finance, conveniently located at 1201 6th Avenue West, Bradenton, Florida. At KLR, we offer a comprehensive suite of financial and management assurance services designed to help your business reach its full potential. Our expertise spans traditional financial due diligence, complex transaction finance, and the implementation of robust policies and infrastructure to safeguard against cyber threats. Understanding the tax implications of every business and investment decision is crucial. That's why we provide tailored tax strategies for individuals and families, focusing on income, estate, and gift tax planning. Our valuation and litigation professionals are nationally accredited and highly trained, ensuring top-notch service in these specialized areas.
1201 6th Avenue West, Bradenton, Florida 34205, United States -
Halcyon Tax Advisors
● ClosedWelcome to Halcyon Tax Advisors, your premier destination for expert tax preparation and financial consulting in North Fort Myers, Florida. Conveniently located at 3444 Marinatown Lane, our dedicated team of experienced tax preparers is committed to providing you with accurate, timely, and stress-free tax services. We specialize in maximizing your returns while ensuring compliance with the latest tax laws and regulations. At Halcyon Tax Advisors, we understand that navigating the complexities of tax filing can be daunting. That's why we offer personalized consultations to tailor our services to your unique financial needs and goals. Whether you're an individual seeking assistance with annual tax returns or a business owner in need of comprehensive financial advice, we are here to help.
3444 Marinatown Lane, North Fort Myers, Florida 33903, United States -
Wiltshire Whitley Richardson English PA : Certified Public Accountants
● ClosedWelcome to Wiltshire Whitley Richardson English PA: Certified Public Accountants, your trusted partner for professional accounting and financial services in Fort Myers, Florida. Located at 5249 Summerlin Commons Boulevard, our firm is dedicated to providing independent, unbiased advice that instills confidence and peace of mind in our clients. We pride ourselves on our independence, ensuring that our guidance is free from conflicts of interest—our team does not sell investment or insurance services, nor do we sit on the boards of lending institutions or Registered Investment Advisory firms. We are accountants, first and foremost. At WWRE, we leverage significant investments in advanced tax preparation and research software to deliver expert services across a diverse range of industries and entity types. Our comprehensive audit services offer valuable insights into financial statements and reporting, tailored to meet the specific assurance needs of your business.
5249 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United States -
Joseph C. English, CPA
● OpenWelcome to Joseph C. English, CPA, your trusted partner in accounting and finance located at 5249 Summerlin Commons Boulevard, Fort Myers, Florida. At our firm, we prioritize the independence of our advice, ensuring our clients receive unbiased and confident guidance. We do not sell investment or insurance services, and our team remains independent of lending institutions and Registered Investment Advisory firms. Simply put, we are dedicated accountants. Our experienced professionals at WWRE, equipped with advanced tax preparation and research software, are adept at serving a diverse range of industries and entity types. We offer comprehensive audit services to provide insights into financial statements and reporting, tailored to meet the level of assurance your financial statements require.
5249 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United States -
Dolphin Bay Vacation Rental
● OpenWelcome to Dolphin Bay Vacation Rental, your premier destination for unforgettable getaways in the heart of Bradenton, Florida. Nestled at 3608 Royal Palm Drive, our business uniquely combines the expertise of a real estate agency with the personalized service of a travel agency to offer you the ultimate vacation experience. At Dolphin Bay Vacation Rental, we specialize in providing a wide range of luxurious and comfortable accommodations that cater to all your needs. Whether you're seeking a serene beachfront retreat, a family-friendly home, or a romantic hideaway, our dedicated team is here to help you find the perfect rental that fits your desires and budget.
3608 Royal Palm Drive, Bradenton, Florida 34210, United States -
Citrus Cardiology Consultants, PLLC
● ClosedWelcome to Citrus Cardiology Consultants, PLLC, your premier destination for comprehensive heart care in The Villages, Florida. Conveniently located at 910 Old Camp Rd STE 210, our state-of-the-art cardiac care center is dedicated to providing exceptional healthcare services to our community. With a team of 25 board-certified doctors and nurse practitioners, we are committed to meeting all your cardiac needs with compassion and expertise. For over 37 years, Citrus Cardiology Consultants has been at the forefront of cardiac care in Central Florida, delivering high-quality, personalized treatment to each patient. Our extensive network includes 10 locations and a dedicated staff of over 200 professionals, ensuring that you receive seamless, coordinated care whether in-office or in-hospital.
910 Old Camp Rd STE 210, The Villages, FL 32162, United States -
Svelte Medical Weight Loss Centers
● ClosedWelcome to Svelte Medical Weight Loss Centers in Dr. Phillips, Orlando, FL Located at 7009 Dr Phillips Blvd #240, Orlando, FL 32819, Svelte Medical Weight Loss Centers is your premier destination for medically supervised weight loss programs in the heart of the Dr. Phillips community. We specialize in helping you achieve your weight loss goals without the need for surgery, hormones, or starvation diets. Our expert team focuses on stabilizing insulin levels through tailored nutrition plans, enabling your body to burn fat instead of sugar and effectively control hunger.
7009 Dr Phillips Blvd #240, Orlando, FL 32819, United States -
Capt Rich Wittig Realty
● ClosedWelcome to Capt Rich Wittig Realty, your trusted partner in real estate and general contracting services in Pensacola, Florida. Conveniently located at 5654 Innerarity Circle, we are dedicated to serving the vibrant community of Pensacola and its surrounding areas with integrity, expertise, and personalized attention. At Capt Rich Wittig Realty, we specialize in providing comprehensive real estate services, whether you're buying, selling, or investing in properties. Our experienced team is committed to guiding you through every step of the process, ensuring a seamless and satisfying experience. As a full-service real estate agency, we pride ourselves on our deep local knowledge and our ability to match clients with their ideal homes or investment opportunities.
5654 Innerarity Circle, Pensacola, Florida 32507, United States -
LaDonna Braidlow, Your Emerald Coast Realtor
● ClosedWelcome to LaDonna Braidlow, Your Emerald Coast Realtor, where finding your perfect home is more than just a transaction—it's a journey we embark on together. Nestled in the picturesque Perdido Key, Florida, at 14112 Perdido Key Drive, our realty service is dedicated to making your home-buying experience as seamless and enjoyable as possible. LaDonna Braidlow is passionate about people and real estate, bringing a wealth of knowledge and an unwavering commitment to each client’s unique needs. Whether you're searching for a charming family home, an investment property, or a tranquil retreat near the beach, LaDonna is here to listen, guide, and work tirelessly to match you with a property that feels just right.
14112 Perdido Key Drive, Perdido Key, Florida 32507, United States -
Team Perdido - Pete King Realtor/Team Leader
● ClosedWelcome to Team Perdido - Pete King Realtor/Team Leader, your trusted real estate agency located at 13578 Perdido Key Drive, Pensacola, Florida. As part of the renowned Pointe South Real Estate, one of the most productive realty companies in the Pensacola/Alabama Beaches area, we pride ourselves on offering unparalleled service in the real estate market. Our dedicated team, led by one of the top agents on the “Key,” is committed to providing expert guidance and support whether you are buying or selling a property. At Team Perdido, we understand the importance of having a Realtor who comprehends the market dynamics and customer reactions to pricing and value. Our knowledgeable and high-energy team, along with our diligent administrative staff, works tirelessly to build strong relationships with our clients. For sellers, we ensure that all disclosures and paperwork are meticulously handled, allowing you to make informed decisions about listing your property. For buyers, we focus on matching you with properties that meet your needs and financial criteria, guiding you through the entire process from contract signing to closing.
13578 Perdido Key Drive, Pensacola, Florida 32507, United States -
CENTURY 21 AMERISOUTH REALTY
● ClosedWelcome to CENTURY 21 AmeriSouth Realty, your premier real estate partner in Pensacola and Gulf Breeze, Florida. Conveniently located at 2400 West 9 Mile Road, Pensacola, FL 32534, and 3254 Fordham Pkwy, Gulf Breeze, FL 32563, we proudly serve the greater Escambia and Santa Rosa counties with unmatched dedication and expertise. As the recipient of the esteemed CENTURY 21® Gold Medallion Office Award, Quality Service Pinnacle Award, and BBB Torch Awards, we stand out as a full-service real estate brokerage committed to excellence. Our global reach, combined with local ownership, ensures that you receive personalized service tailored to your unique needs.
2400 West 9 Mile Road, Pensacola, Florida 32534, United States -
NAI Pensacola
● ClosedWelcome to NAI Pensacola, the premier full-service commercial real estate company in Northwest Florida, proudly serving the Escambia, Santa Rosa, and surrounding counties since 1983. Located at 24 West Chase Street, Pensacola, Florida, we bring over 300 years of combined experience to the table, ensuring exceptional results for our clients in the finance and real estate sectors. At NAI Pensacola, our team of seasoned commercial professionals is committed to providing unparalleled service to local, regional, and national firms, expertly catering to their office and industrial real estate needs. Our specialists possess deep local market knowledge, conducting thorough analyses of market conditions and incentive opportunities to tailor strategies that meet each client's unique requirements.
24 West Chase Street, Pensacola, Florida 32502, United States -
Coldwell Banker Realty - Pensacola
● ClosedWelcome to Coldwell Banker Realty - Pensacola Located in the heart of prestigious Northeast Pensacola at 1520 Airport Boulevard, Coldwell Banker Realty is your premier destination for all real estate needs in Pensacola and the surrounding areas. Proudly serving the vibrant communities of Jay, Gulf Breeze, Molino, Milton, Cantonment, Pace, Beulah, Bagdad, Crestview, Navarre, Pensacola Beach, Tampa, and many more, we are committed to helping you find your perfect home or investment property.
1520 Airport Boulevard, Pensacola, Florida 32504, United States -
31 South Realty Co
● OpenWelcome to 31 South Realty Co, your trusted partner in navigating the dynamic world of real estate in Pensacola, Florida. Conveniently located at 1204 East Gonzalez Street, we are a full-service real estate agency committed to helping you achieve your property goals, whether you’re buying, selling, or investing. At 31 South Realty Co, we understand that your success hinges on expert advice and exceptional service. Our experienced team is dedicated to providing you with professional services tailored to your unique needs. We pride ourselves on our proficiency, efficiency, and commitment to building strong relationships with our clients.
1204 East Gonzalez Street, Pensacola, Florida 32501, United States -
Abbott Martin Group | eXp Realty
● ClosedWelcome to Abbott Martin Group | eXp Realty, your premier destination for top-tier real estate services in Pensacola, Florida, and beyond. Located conveniently at 1105 North 9th Avenue, our team of dedicated professionals excels in both general contracting and real estate agency services. Proudly performing within the top 0.5% in real estate sales throughout Miramar Beach and the Florida Panhandle, and ranking in the top 1% nationally, we are committed to exceeding expectations for our clients and the real estate industry. At Abbott Martin Group, we are native experts in "Selling Paradise," serving the Emerald Coast from Pensacola to Destin, Santa Rosa Beach, 30A, and Panama City Beach. Our commitment to excellence is reflected in the glowing testimonials from our satisfied clients, who appreciate our professionalism, dedication, and exceptional service.
1105 North 9th Avenue, Pensacola, Florida 32501, United States -
Emerald Coast Property Group
● ClosedWelcome to Emerald Coast Property Group, your premier destination for comprehensive real estate, finance, and general contracting services in Pensacola, Florida. Conveniently located at 6901A North 9th Avenue, our dedicated team of professionals is committed to helping you achieve your property goals with ease and confidence. At Emerald Coast Property Group, we specialize in providing personalized solutions for all your real estate needs. Whether you're looking to buy, sell, or invest in properties, our experienced real estate agents leverage their deep knowledge of the local market to deliver exceptional results. Our extensive network and innovative strategies ensure you find the perfect property or buyer, tailored to your unique requirements.
6901A North 9th Avenue, Pensacola, Florida 32504, United States -
Gulf Breeze Realty
● ClosedWelcome to Gulf Breeze Realty, your trusted real estate agency located at 1000 Scenic Highway, Pensacola, Florida. Nestled in the heart of one of the most picturesque areas in the Sunshine State, we specialize in providing exceptional real estate services tailored to meet the needs of both buyers and sellers. Whether you're searching for your dream home, looking to invest in a vacation property, or planning to sell your existing home, our experienced team is here to guide you every step of the way. At Gulf Breeze Realty, we pride ourselves on our deep knowledge of the local market and our commitment to delivering personalized service. Our dedicated agents are passionate about helping you achieve your real estate goals with ease and confidence. With a focus on integrity, transparency, and expertise, we strive to make your real estate experience as seamless and rewarding as possible.
1000 Scenic Highway, Pensacola, Florida 32503, United States
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