TOP 20 Best Charitable trust planning in Orlando, Florida

The Tax Master of Orlando is a leading finance institution located at 222 Neighborhood Market Road in Orlando, Florida, United States. Our team of expert tax professionals is dedicated to providing top-notch services to individuals and businesses in need of tax assistance. Whether you're looking for help with tax preparation, planning, or resolution, we have the knowledge and experience to guide you through the process. Trust The Tax Master of Orlando to help you navigate the complex world of taxes and achieve financial success.

Wills & Trust Express is a reputable law firm located in Orlando, Florida, specializing in estate planning and asset protection. Our experienced lawyers provide expert guidance on creating wills, trusts, and other legal documents to ensure your assets are protected and distributed according to your wishes. With a commitment to personalized service and attention to detail, Wills & Trust Express is dedicated to helping clients navigate the complexities of estate planning with ease and peace of mind. Visit us at 10069 University Boulevard to discuss your legal needs today.

Located at 4705 South Apopka Vineland Road in Orlando, Florida, United States, U.S. Trust is a leading institution offering a range of financial services including banking, ATM services, and wealth management. With a team of professionals dedicated to creating personalized plans tailored to your needs, U.S. Trust is backed by Bank of America Private Bank, providing access to a wide range of resources and digital tools. Whether you're looking to grow your wealth, plan for the future, or navigate the art world, U.S. Trust offers customized solutions to help you achieve your goals. From estate planning to charitable giving, our advisors are here to support you every step of the way. Stay ahead of market trends with insights from our Chief Investment Office and guest speakers, and make informed decisions to secure your financial future. Trust in U.S. Trust to help you unlock powerful possibilities and amplify your vision for what's next.

General Accounting Company - Tax Services Orlando is a leading institution located in Orlando, Florida, United States. Specializing in providing expert accounting and finance services, we are dedicated to helping individuals and businesses navigate the complexities of tax regulations. Our team of experienced professionals is committed to delivering personalized solutions to meet our clients' specific needs. Whether you need assistance with tax preparation, planning, or filing, you can trust General Accounting Company - Tax Services Orlando to provide reliable and efficient services. Visit us at 10724 Oak Glen Circle to learn more about how we can assist you with your accounting and tax needs.

BURGOS & BREIN WEALTH MANAGEMENT is a prestigious finance institution located at 1060 Woodcock Road in Orlando, Florida, United States. With a strong reputation for providing expert financial advice and personalized wealth management services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, BURGOS & BREIN WEALTH MANAGEMENT is committed to providing tailored solutions to meet your individual needs. Experience the difference of working with a trusted partner in financial planning and investment management.

Patrick Gray - State Farm Insurance Agent is a trusted insurance agency located at 2743 Maguire Road in Ocoee, Florida. Situated at the corner of Maguire and Roberson, next to CVS Pharmacy, the agency is easily accessible to the local community. As spring approaches in Florida, it's essential to review your insurance coverage to protect against seasonal risks. From updating homeowners insurance for hurricane protection to ensuring comprehensive auto coverage for sudden storms, the team at Patrick Gray is dedicated to providing personalized options for all your insurance needs. Meet Patrick Gray, a friendly and dedicated Florida Insurance Agent with a background in technology and a Bachelor of Science degree in Computer Information Systems. Born and raised in Ft. Lauderdale, Patrick now resides in Gotha, FL, where he is actively involved in charitable endeavors and fundraising for scholarship funds. With over three decades of experience in the insurance industry, Patrick opened his own agency in 2001 to help families plan and prepare for the unexpected.

Central Florida Tax Preparation is a reputable accounting and finance institution located at 5448 Hoffner Avenue in Orlando, Florida. Our experienced team of professionals is dedicated to providing top-notch tax preparation services to individuals and businesses in the Central Florida area. Whether you need help with filing your personal taxes or require assistance with complex business tax matters, our experts are here to help. Trust Central Florida Tax Preparation to handle all of your tax needs with professionalism and precision.

Safe Tax is a reputable finance institution located at 916 South Ivey Lane in Orlando, Florida. We specialize in providing safe and reliable tax services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping clients navigate the complex world of taxes and maximize their financial well-being. With a commitment to transparency and accuracy, Safe Tax is your trusted partner for all your tax needs. Contact us today to learn more about how we can help you achieve your financial goals.

The Arnold Palmer Medical Center Foundation, located in Orlando, Florida, is a health institution dedicated to providing comprehensive medical care for children and women. Through donations and planned gifts, individuals can make a lasting impact on patient care and leave a legacy of philanthropy. Patients and their families can also express their gratitude to caregivers through charitable gifts. The foundation partners with individuals, foundations, and organizations to raise crucial funds for Orlando Health, including the Arnold Palmer Hospital for Children and Winnie Palmer Hospital for Women & Babies. Corporate partnerships offer branding opportunities and align with a trusted member of the Central Florida community. The foundation is grateful for the community's support and offers opportunities for corporate giving and sponsorships. Inspire magazine highlights the people, partners, and programs that enable the foundation to advance the level of care and services provided to patients.ER Wait Times are approximate and provided for informational purposes.

Collaborative Wealth of Lake Nona is a finance and insurance agency located at 6900 Tavistock Lakes Boulevard in Orlando, Florida, United States. Our dedicated Wealth Advisor, Brenton, specializes in creating comprehensive financial strategies and wealth preservation for individuals, including physicians, government employees, and small businesses. With a focus on guiding clients through the phases of wealth accumulation, consolidation, and distribution, Brenton brings a wealth of experience to our team. Prior to joining Collaborative Wealth, Brenton served as a financial advisor with Securian Financial Services and as a member of the U.S. Marine Corps, where he was deployed to Afghanistan and Iraq in support of Operation Enduring and Iraqi Freedom. His military service was recognized with several prestigious medals and ribbons. Brenton holds a Bachelor of Science in Business Administration in Finance from the University of Central Florida. At Collaborative Wealth of Lake Nona, we offer a range of services including investment advisory, risk management, charitable trusts and estate planning, insurance, and group benefits. Our team is committed to providing personalized financial solutions to help our clients achieve their goals. We are registered with the SEC as an Investment Advisor, and Brenton is a CERTIFIED FINANCIAL PLANNER™ with licenses in Series 66, Life, Health, and Variable Annuity. Contact us today to learn more about how we can help you secure your financial future.

Tripletail Wealth Management is a leading finance institution located at 224 East Marks Street in Orlando, Florida, United States. Our team of experienced financial experts are dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Tripletail Wealth Management offers personalized financial solutions tailored to your individual needs. Trust us to provide you with expert advice and guidance to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and start building a secure financial future.

B&B Divine Tax Experts is a trusted institution located in Orlando, Florida, specializing in accounting and finance services. Our team of experienced professionals provides expert tax advice and assistance to individuals and businesses alike. Whether you need help with tax planning, preparation, or financial consulting, we are here to help. Visit us at 750 South Orange Blossom Trail for personalized and reliable financial solutions.

YIFS Tax Preparation is a trusted accounting and finance institution located at 1728 South Bumby Avenue in Orlando, Florida. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses in the United States. Whether you need assistance with filing your personal taxes or managing your company's financial records, we are here to help. With our expertise and attention to detail, you can trust YIFS Tax Preparation to ensure that your financial matters are handled accurately and efficiently. Contact us today to schedule an appointment and take the stress out of tax season.

John E. Russi, CPA, PA is a reputable accounting and finance institution located at 7575 Doctor Phillips Boulevard in Orlando, Florida, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Clients can trust John E. Russi, CPA, PA for accurate and reliable financial advice and assistance.

Palm Gardens is a leading institution located at 929 West Colonial Drive in Orlando, Florida, United States. As a part of One Stop Housing, Palm Gardens specializes in the development, construction, and management of affordable workforce rental housing. With a strong presence in central Florida and Memphis, TN, One Stop Housing is known for providing a wide range of convenient and affordable rental options for the working class. At One Stop Housing, we are committed to creating stronger communities through our transformative multifamily development work. Our non-profit organization, One Stop Cares, offers educational, leadership, and financial support programs for residents living in our local communities. Our team is dedicated, compassionate, and resilient, and we are here to help provide housing for today's workforce. We are OSHSTRONG.

Merrill Lynch Wealth Management, located at 14374 Narcoossee Road in Orlando, Florida, is a trusted financial institution offering a wide range of wealth management services. With experienced advisors who cater to individuals, families, business owners, executives, and institutions, the branch is well-equipped to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management provide personalized financial strategies based on years of combined knowledge and experience in wealth management. Beyond wealth planning advice, they also offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. By collaborating with clients' outside professionals, such as accountants and tax attorneys, the advisors ensure a comprehensive approach to financial planning.

Brannon Deborah F CPA is a reputable accounting and finance institution located at 111 North Orange Avenue in Orlando, Florida, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, budgeting, auditing, or financial planning, Brannon Deborah F CPA is committed to delivering top-notch services with professionalism and integrity. Trust them to help you navigate the complexities of accounting and finance with ease and confidence.

CPS Group CPAs, located at 205 East Orange Street in Lakeland, Florida, is a trusted CPA firm focused on providing exceptional client service. With a team of experienced professionals, we offer practical, real-world solutions to a wide range of accounting and finance needs. Our firm has a long history of building lasting relationships with our clients, many of whom we consider to be like family. We have worked with multiple generations of family members and organizational leaders, earning their trust and confidence over the years.

Paul Fimognari, Financial Advisor at Fimognari Financial, located at 1201 South Orlando Avenue in Winter Park, Florida, is dedicated to providing professional financial services through New York Life. With a focus on creating a legacy of love and financial security, Paul offers personalized financial planning and investment advisory services to clients in various states. Whether you are prioritizing retirement savings, balancing family expenses, or planning for your future, Paul can help you navigate the complex world of finance. As a registered representative of NYLIFE Securities LLC and licensed insurance agent with New York Life Insurance Company, Paul is equipped to assist individuals in states such as CA, FL, GA, KS, MO, NC, NY, and SC.

Conrad Santiago is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 719 Peachtree Road, Orlando, Florida, United States. Conrad holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Conrad's expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and more. Conrad is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Conrad Santiago for professional and ethical wealth management services."

Merrill Lynch Financial Advisor Traci B Avila is a leading finance institution located at 300 South Orange Avenue, Orlando, Florida, United States. Traci Avila, a founding member of the team in 1999, holds a Finance degree from Illinois State University and is dedicated to building strong client relationships based on trust and personalized service. With the support of the global resources of Merrill, Traci and her team provide exemplary client service and access to a wide range of financial resources. The institution has received recognition from Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024. The team, including Natalia, offers operational and banking support to ensure services issues are handled in a timely manner. The institution's vision is to combine the resources of a prestigious wealth management firm with the personal service of a boutique, with a focus on understanding the unique needs and goals of each client. Through a disciplined and holistic approach to wealth management, the team at Merrill Lynch Wealth Management helps clients achieve their financial goals and navigate life's changes. With a commitment to providing exceptional advice and service, Merrill Lynch Financial Advisor Traci B Avila and her team are dedicated to helping clients achieve financial success and reach their life priorities.

Kristen E Prewitt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 207 East Livingston Street in Orlando, Florida. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kristen specializes in providing comprehensive financial planning services for individuals and families, with expertise in asset management, retirement planning, estate planning, and investment strategies. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge to better serve her clients. Kristen's extensive qualifications and commitment to excellence make her a trusted partner in helping clients achieve their financial goals.

Stanek Tax Services is a reputable accounting and finance institution located at 7345 West Sand Lake Road in Orlando, Florida. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, Stanek Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy, reliable, and customer-focused, Stanek Tax Services is your go-to destination for all your tax and financial needs.

Pristine Tax Solutions is a reputable tax consulting firm located at 6249 Edgewater Drive in Orlando, Florida. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need assistance with tax planning, preparation, or resolution, we are here to help. Trust Pristine Tax Solutions to handle all your tax needs with precision and expertise. Contact us today to schedule a consultation.

Reliance Tax Services LLC is a reputable accounting and finance institution located at 111 North Orange Avenue in Orlando, Florida, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses, ensuring accurate and efficient financial management. Our commitment to providing personalized solutions and excellent customer service sets us apart from other firms in the industry. Trust Reliance Tax Services LLC for all your accounting and finance needs.