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TOP 30 Customized estate planning in Gainesville, FL
24 results found
Search for local businesses, places and services near you
Koss Olinger Financial Advising, Wealth Management & Retirement Planning
Koss Olinger Financial Advising, Wealth Management & Retirement Planning is a finance institution located at 2700 Northwest 43rd Street, Gainesville, Florida, United States. Our goal is to help you capitalize on your greatest opportunities and avoid your worst fears to create the best lifetime experience. We offer a unique process designed to provide clarity around the sale of a business, real estate holding, or other illiquid asset. We understand that life and wealth present challenges outside of asset management, so we have developed tools to build a secure future for you.
Estero Homes For Sale | #1 Estero Real Estate Agents
Welcome to Estero Homes For Sale, your premier real estate agency located in the heart of Estero, Florida. Situated at 20352 Ardore Lane, Estero, FL 33928, our dedicated team of real estate professionals is committed to helping you navigate the vibrant Estero real estate market with ease and expertise. As the #1 real estate agents in Estero, we specialize in finding the perfect single-family homes for our clients, whether you're a first-time homebuyer, looking to downsize, or seeking a luxurious vacation retreat. Our extensive knowledge of the local market ensures that we can offer personalized guidance tailored to your specific needs and preferences.
Greater Financial Resources Llc
Greater Financial Resources LLC is a reputable finance institution located at 1703 North Main Street in Gainesville, Florida, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we have the resources and expertise to guide you every step of the way. Trust Greater Financial Resources LLC to help you secure a brighter financial future.
UBS Financial Services Inc.
UBS Financial Services Inc. is a finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. As a leading global financial services firm, UBS offers a wide range of services including wealth management, investment banking, asset management, and more. With a strong reputation for providing personalized financial solutions, UBS is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, UBS Financial Services Inc. has the expertise and resources to help you succeed.
Weinkle & Associates Financial Services Ltd
Weinkle & Associates Financial Services Ltd is a reputable finance, health, and insurance agency located at 3008 Northwest 13th Street in Gainesville, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or health savings accounts, we are here to provide expert guidance tailored to your specific needs. Trust Weinkle & Associates Financial Services Ltd to provide you with the personalized attention and comprehensive solutions you deserve.
Heritage Wealth Management
Heritage Wealth Management is a finance and insurance agency located at 3600 Northwest 43rd Street in Gainesville, Florida, United States. Our institution offers a range of financial services, including securities and advisory services through Cetera Advisors LLC. We are dedicated to helping our clients achieve their financial goals and offer a variety of resources such as calculators and informative videos on our website. Our team of professionals are Registered Representatives of Cetera Advisors LLC and are licensed to sell insurance products in Florida and Georgia. You can trust Heritage Wealth Management to provide expert financial guidance and personalized solutions for your financial needs.
Michael Cowart, Bankers Life Agent
Michael Cowart, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida. As a trusted agent representing Bankers Life, Michael Cowart provides a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and a deep understanding of the insurance industry, Michael Cowart is dedicated to helping clients find the right coverage to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Michael Cowart, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your peace of mind. Contact us today to learn more about our services and how we can assist you in planning for the future.
Kevan Ritner, Bankers Life Agent
Kevan Ritner, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Specializing in providing insurance products and services from Bankers Life, this institution is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Kevan Ritner, Bankers Life Agent is committed to helping clients navigate the complexities of insurance coverage and find the best options to meet their needs. Visit their office today to speak with a knowledgeable agent and learn more about the insurance products available.
Roberto Bouzas, Bankers Life Agent
Roberto Bouzas, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. As a dedicated Bankers Life agent, Roberto Bouzas provides personalized insurance solutions to help individuals and families protect their financial futures. With a commitment to excellent customer service and a wealth of knowledge in the insurance industry, clients can trust Roberto to provide expert guidance and tailored insurance plans to meet their specific needs. Contact Roberto Bouzas, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure your financial well-being.
Nicholas Geisenburg, Bankers Life Agent
Nicholas Geisenburg, Bankers Life Agent is an insurance agency located at 6241 Northwest 23rd Street in Gainesville, Florida, United States. Our dedicated team of professionals is committed to helping individuals and families secure their financial future by offering a range of insurance products and services. Whether you are looking for life insurance, health insurance, retirement planning, or long-term care coverage, we are here to provide personalized solutions to meet your specific needs. Trust Nicholas Geisenburg, Bankers Life Agent to guide you through the complexities of insurance and help you make informed decisions to protect what matters most.
Lauren Richardson Law
Lauren Richardson Law is a reputable institution located at 4623 Northwest 53rd Avenue, Gainesville, Florida, United States. With over 25 years of experience, Attorney Lauren Richardson specializes in protecting families through estate planning, probate, and trust administration. The institution offers a wide range of services including wills, trusts, probate, trust administration, power of attorney, special needs guardianship, family legacy planning, business succession, prenuptial and postnuptial agreements. Lauren N. Richardson, Attorney at Law, provides personalized legal services for clients throughout Florida. The institution offers estate planning packages for a flat fee or fee range and serves clients statewide. Lauren Richardson has extensive experience in designing customized estate plans, handling probate estates, guiding trustees through trust administration, appointing guardians, and assisting with family law matters. The institution also offers consultations by phone or Zoom for clients outside the Gainesville area. Lauren Richardson Law, PLLC serves various communities in Central Florida and North Central Florida for all practice areas. The firm provides in-person and remote appointments via video conference to accommodate clients. The institution also offers services for clients around the US and the world who need legal representation for a Florida estate, trust, or guardianship. Lauren Richardson Law is dedicated to providing high-quality, personalized legal services to clients both remotely and in person.
The Law Office of Robert J. Warren, P.A.
The Law Office of Robert J. Warren, P.A. is a trusted institution located at 703 North Main Street in Gainesville, Florida, United States. Specializing in real estate closing and estate planning, our team is dedicated to providing expert advice and guidance to ensure smooth and efficient transactions for our clients. Whether you are buying or selling a home, our experienced attorneys will help navigate the complex legal matters involved in real estate transactions. From negotiating contracts to ensuring proper title clearance, we are committed to providing the knowledge and experience necessary for a worry-free closing.
Alba & Straile, PLLC, Attorneys & Counselors at Law
Alba & Straile, PLLC, Attorneys & Counselors at Law is a reputable institution located in Ocala, Florida, United States. Specializing in Personal Injury, Family Law, Traffic & Criminal Defense, and Probate & Estate Planning, our team of experienced attorneys are dedicated to providing personalized attention to each client. With a compassionate yet aggressive approach, we strive to offer exceptional legal representation to those facing difficulties in their lives. At Alba & Straile, PLLC, we believe in developing strong relationships with our clients and tailoring our legal services to meet their specific needs. With decades of combined practice experience, Gilbert J. Alba and Christian A. Straile have been serving the community since 2004, offering focused and customized service to clients with a variety of concerns.
Merrill Lynch Financial Advisor Charles R Baker
Merrill Lynch Financial Advisor Charles R Baker is a finance institution located at 2850 Northwest 43rd Street, Gainesville, Florida, United States. Their mission is to understand each client individually to create a personalized financial plan that helps them achieve their goals while managing investment risks. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop a tailored approach to address their financial needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on the client's goals. By regularly checking in and revisiting the financial approach, they help clients stay on track to achieve what's most important to them.
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3520 Northwest 43rd Street, Gainesville, Florida, United States. The institution offers a range of certifications and designations to its professionals, 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 cover a variety of financial planning and investment topics, ensuring that advisors at Trey W Clark are well-equipped to provide expert advice to their clients. Additionally, the institution offers specialized training for advisors working with military personnel. With a focus on ethics, professionalism, and expertise, Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and businesses achieve their financial goals.
Merrill Lynch Financial Advisor Stephen J Cuneo
Merrill Lynch Financial Advisor Stephen J Cuneo, located at 2850 Northwest 43rd Street, Gainesville, Florida, United States, is part of Davis, Westerburg & Associates. This institution believes in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique wealth management challenges. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their aspirations. The institution offers collaboration, communication, and customization to help clients articulate and pursue their financial goals, including retirement planning, tax minimization, and estate planning. Clients range from intergenerational families to professional practices, with a focus on building lasting relationships and providing personalized service. The team at Merrill Lynch Financial Advisor Stephen J Cuneo is dedicated to helping clients achieve their financial goals through trust and personalized service.
Don Acosta - Financial Advisor, Ameriprise Financial Services, LLC
Don Acosta, a financial advisor at Ameriprise Financial Services, LLC, located at 24 Northwest 33rd Court in Gainesville, Florida, offers personalized investment and financial planning services. With a focus on your individual goals and risk tolerance, Don provides tailored recommendations to help you achieve financial success. Regular progress reviews and updates ensure that your approach aligns with any changes in your life. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Don can help you reach your financial goals. Don Acosta is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Member FINRA and SIPC.
Merrill Lynch Financial Advisor Michele Rilko
Merrill Lynch Financial Advisor Michele Rilko is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. The institution, known as Davis, Westerburg & Associates, focuses on building strong relationships through teamwork and involvement. They offer personalized financial advice and guidance, tailored to each client's individual goals and aspirations. With a diverse team of experienced advisors, they work closely with clients to create customized wealth management strategies and portfolios. They understand that managing wealth is complex and are committed to helping clients navigate through challenges and take advantage of opportunities. From retirement planning to estate planning, they offer a comprehensive range of services to individuals, families, and professional practices. The team at Davis, Westerburg & Associates believes in open communication, collaboration, and customization to help clients achieve their financial goals. They also host tailgate events for Florida Gators fans and college football enthusiasts, creating a fun and engaging environment for clients and community members to connect.
Merrill Lynch Financial Advisor Frank E Davis
Merrill Lynch Financial Advisor Frank E Davis is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. Davis, Westerburg & Associates believe in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique needs. They offer access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their financial objectives. They specialize in retirement income planning, estate planning, and working with intergenerational families and professional practices. The team is dedicated to providing personalized service and building strong client relationships based on trust. Clients can expect collaboration, communication, and customization in their wealth management strategies. The Merrill Lynch team also hosts tailgate events for Florida Gators fans and college football enthusiasts, welcoming all to join in the fun. With Merrill Lynch Financial Advisor Frank E Davis, clients can expect personalized financial planning and support to help them achieve their goals.
Merrill Lynch Financial Advisor Ryan Z. Westerburg
avis, Westerburg & Associates, located at 2850 Northwest 43rd Street in Gainesville, Florida, is a financial institution that believes in building strong relationships through teamwork and involvement. Led by financial advisor Ryan Z. Westerburg, the team at Davis, Westerburg & Associates provides access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. At Davis, Westerburg & Associates, each client is unique, and therefore, wealth management strategies are tailored to individual goals and aspirations. The experienced team takes the time to understand each client's relationship to wealth and how it impacts their lives, in order to provide thoughtful and customized financial planning solutions.
Looking Glass Apartments - Stadium Central
Looking Glass Apartments - Stadium Central is a premier real estate agency located in Gainesville, Florida. Situated at 105 Northwest 19th Street, this institution offers luxurious and modern apartments in a prime location near the stadium. With a focus on providing top-notch customer service and high-quality living spaces, Looking Glass Apartments - Stadium Central is the perfect choice for those seeking a comfortable and convenient living experience. Whether you're a student, young professional, or family, this institution has a variety of apartment options to suit your needs. Experience the best of Gainesville living at Looking Glass Apartments - Stadium Central.
StayGainesville
StayGainesville is a premier institution located at 205 Southeast 7th Street in the heart of Gainesville, Florida. As a unique combination of lodging, real estate agency, and travel agency, StayGainesville offers a one-stop solution for all your accommodation and travel needs in Gainesville. Whether you are looking for a short-term rental, a new home, or assistance with planning your next trip, our experienced team is here to help. With a focus on exceptional customer service and personalized attention, StayGainesville is your trusted partner for a comfortable and memorable stay in Gainesville.
University Realty
University Realty is a reputable real estate agency located at 1107 Southwest 2nd Avenue in Gainesville, Florida. Our team of friendly and knowledgeable Realtors is dedicated to providing superior service and expert advice to our clients. Whether you are looking to buy or sell property near the University of Florida, Shands Hospital, or Downtown Gainesville, we have the experience and expertise to assist you every step of the way. For buyers, we offer valuable information on market trends, listings that fit your specific needs, and properties in communities near UF campus. We understand the unique needs of different types of buyers, from parents purchasing for their undergraduate student to real estate investors. Our goal is to help you find the perfect property that meets your criteria and preferences.
SunShine Global Financial
SunShine Global Financial is a reputable finance institution located at 3324 West University Avenue in Gainesville, Florida, United States. With a focus on providing top-notch financial services, SunShine Global Financial offers a wide range of solutions for individuals and businesses looking to manage their finances effectively. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, SunShine Global Financial is here to help. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.
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