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TOP 30 Customized estate plans in Ocala, FL
15 results found
Search for local businesses, places and services near you
Blue Sky Homes of Ocala, LLC
Blue Sky Homes of Ocala, LLC is a general contractor and real estate agency located at 19514 Southwest Rainbow Lakes Boulevard, Dunnellon, Florida, United States. With the current real estate market facing record low inventory for new and existing homes and high rental rates, Blue Sky Homes offers investors the opportunity to build affordable housing and achieve an above-average ROI. The institution provides standard floor plans for investors or retail builds in the growing Ocala Metro market. The Freedom and Serenity home models offer modern designs with spacious living areas and custom craftsmanship. Blue Sky Homes' "Buy Land, Build New" Turnkey Investor Program focuses on ground-up construction for retail sale or long-term rental, providing investors with a unique investment strategy.
Merrill Lynch Financial Advisor Jeffrey D Hart
Merrill Lynch Financial Advisor Jeffrey D Hart is a finance institution located at 301 Southeast 17th Street, Ocala, Florida, United States. Jeffrey D Hart has extensive experience assisting executives with managing concentrated stock positions, navigating important transition events like retirement or inheritance, and providing access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as wealth management, investment strategies, and access to Bank of America's banking solutions. Jeffrey Hart is a Registered Senior Wealth Management Client Associate and is registered to do business in multiple states across the US. The institution also offers investment insights, tips, and strategies to help clients achieve their financial goals. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Jeffrey D Hart aims to help clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals.
Aspen Run II Apartments
Aspen Run II Apartments is a premier real estate agency located at 1128 Ocala Road in Tallahassee, Florida. Our apartments offer modern amenities and spacious floor plans, perfect for individuals and families looking for a comfortable and convenient living space. With a prime location in the heart of Tallahassee, residents enjoy easy access to shopping, dining, and entertainment options. Our friendly staff is dedicated to providing top-notch customer service and ensuring that our residents have an enjoyable living experience. Come visit Aspen Run II Apartments and see why we are the perfect place to call home in Tallahassee.
LC Insurance and Finanical
LC Insurance and Financial is a reputable insurance agency located at 7325 Southwest 80th Street in Ocala, Florida. Our dedicated team of professionals are committed to providing top-notch insurance and financial services to our clients. With years of experience in the industry, we offer a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, we have you covered. Trust LC Insurance and Financial to protect what matters most to you.
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.
Stauss Law, PA
Stauss Law, PA is a trusted law firm located at 603 East Fort King Street in Ocala, Florida. Owned and managed by Attorney Kali Brianne Stauss, a native of Marion County, Florida, Stauss Law is dedicated to providing top-notch legal services to individuals and organizations in need. Kali, a highly qualified attorney with a Masters of Law in Taxation, is committed to giving personalized attention to each client and ensuring that their legal needs are met with care and expertise. At Stauss Law, clients can expect a custom plan tailored to achieve their goals, whether it be resolving a legal matter or planning for the future. The team at Stauss Law has successfully helped numerous clients navigate the complexities of the law, providing them with peace of mind and confidence in their legal representation.
Chuck Johnson, Of Counsel, BowenSchroth
Chuck Johnson, Of Counsel at Bowen|Schroth, is located at 1330 Citizens Boulevard in Leesburg, Florida, United States. Bowen|Schroth is a law firm with a focus on serving Lake County businesses and citizens. With offices in Groveland, Eustis, and Leesburg, the firm has a team of experienced lawyers who have successfully handled real estate transactions, lawsuits, family law matters, corporate issues, estate planning, and probate cases. If you are in need of legal assistance for real estate closings, estate planning, litigation, family law, land use, or corporate matters, you can contact the firm at (352)-589-1414 or visit one of their Lake County offices. The lawyers at Bowen|Schroth are dedicated to helping clients with their legal needs and look forward to assisting you.
BowenSchroth
Bowen|Schroth is a reputable law firm located at 250 South Main Avenue in Groveland, Florida, United States. Our experienced lawyers primarily serve the residents and businesses of Lake County, with additional offices in Eustis and Leesburg. Specializing in real estate transactions, litigation, family law, estate planning, probate, and corporate matters, our team has a proven track record of successfully assisting clients with their legal needs. One notable achievement of our firm includes the successful appeal that led to the declaration of the City of Ocala's Fire User Fee as an unconstitutional illegal tax, resulting in millions of dollars in refunds to utility customers. Additionally, partner Zachary T. Broome played a key role in persuading the Clermont City Council to remove Lake Hiawatha Preserve from consideration as a new boat ramp site, resolving ongoing litigation.
BowenSchroth
Bowen|Schroth is a reputable institution located at 600 Jennings Avenue in Eustis, Florida, United States. Specializing in various legal matters, our experienced lawyers primarily serve the Lake County area, with offices in Groveland, Eustis, and Leesburg. With a track record of successfully handling real estate transactions, litigation, family law cases, corporate matters, estate planning, and probates, our team is dedicated to providing high-quality legal services to our clients. If you are in need of assistance with real estate closings, estate planning, litigation, family law, land use, or corporate matters, please feel free to contact us at (352)-589-1414 or visit one of our offices in Lake County. Our lawyers are ready to help you navigate through your legal issues with professionalism and expertise.
Merrill Lynch Financial Advisor Michael J. Hart
Merrill Lynch Financial Advisor Michael J. Hart is located at 301 Southeast 17th Street in Ocala, Florida, United States. This institution specializes in finance and offers services to address the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team works closely with clients to determine their financial goals and crafts customized strategies to help them pursue these goals. Michael Hart, a Wealth Management Advisor and Portfolio Manager, leads the Ocala office and is a managing partner of Hart, Greiner & Associates. He holds various certifications and degrees in financial planning and retirement counseling. The team at Merrill Lynch leverages their expertise to serve clients with diverse financial needs, including investments, insurance, tax strategies, retirement planning, and estate planning.
Feehan Wealth Management
Feehan Wealth Management is a leading finance institution located at 1027 East Fort King Street in Ocala, Florida, United States. With a team of experienced financial advisors, Feehan Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Feehan Wealth Management provides expert guidance and strategies tailored to your unique needs. Trustworthy, reliable, and dedicated, Feehan Wealth Management is committed to helping clients build and preserve their wealth for the future.
Match Point Financial
Match Point Financial is a reputable finance institution located in Ocala, Florida. With a prime location at 1740 Southeast 18th Street, our experienced team of financial experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Match Point Financial is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure a stable financial future.
Sandy Wealth Management
Sandy Wealth Management is a leading financial institution located at 704 Southwest 3rd Avenue in Ocala, Florida. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our comprehensive range of services can help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Kyle A. Kay, IAR
Kyle A. Kay, IAR is a reputable financial, health, and insurance agency located at 1740 Southeast 18th Street in Ocala, Florida, United States. With a team of experienced professionals, we strive to provide comprehensive financial planning, health insurance solutions, and insurance coverage tailored to meet the individual needs of our clients. Our commitment to excellence and personalized service sets us apart in the industry. Contact us today to learn how we can assist you in achieving your financial and insurance goals.
Dominique Roseberry, Realtor
Dominique Roseberry, Realtor is a general contractor and real estate agency located at 8014 Southwest 135th Street Road in Ocala, Florida, United States. At Deltona, they pride themselves on bringing families home by providing quality built, new construction homes at affordable prices in ideal locations. Their Florida homes for sale are known for their superior quality construction and customizable floor plans to meet the needs of each homeowner. Deltona has been building homes and successful communities in Florida since 1962, with a focus on durability and craftsmanship to withstand Florida's weather. From single family homes to multi-family residences, Deltona offers a variety of housing options in cities such as Ocala, St. Augustine, North Port, Sunny Hills, and Citrus Springs. Their communities provide access to all that makes Florida famous, whether it's sandy beaches, excellent fishing, or stress-free living. Deltona's homes are built with customer satisfaction in mind, with design studios and model homes available for viewing in various locations. Whether you're looking to live near nature preserves, theme parks, or golf resorts, Deltona can help you build your dream home in some of Florida's best cities.
List of local businesses, places and services in Florida
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