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TOP 30 Customized estate plans in Punta Gorda, FL
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Calenda Real Estate Group
Calenda Real Estate Group is a boutique real estate brokerage located at 16480 Burnt Store Road in Punta Gorda, Florida. With over 20 years of experience and more than $500,000,000 in real estate sales, our team is dedicated to serving home buyers and sellers in Punta Gorda, Burnt Store, and the surrounding areas. We offer a personalized boutique experience tailored to your unique needs, providing unparalleled customer service and guidance through the buying or selling process. Our expert Realtors use individualized marketing plans, home staging, professional pricing opinions, and exceptional photography and video to help sellers achieve the highest price for their property. Whether you are buying or selling a home, trust The Calenda Real Estate Group to make the process stress-free and simple. Contact us today for all your real estate needs.
Christopher Schultz, Modern Woodmen Fraternal Financial
Christopher Schultz, Modern Woodmen Fraternal Financial is a finance and insurance agency located at 265 East Marion Avenue, Punta Gorda, Florida, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting current needs, achieving future dreams, and planning for all stages of life. Modern Woodmen offers a portfolio of high-quality financial products to help meet a wide range of life needs. Members have access to benefits and programs that can impact their community. If you are unable to find a Modern Woodmen representative in your community, they are available to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Check the background of the firm or representative on FINRA's BrokerCheck. Products are available in most states.
Merrill Lynch Financial Advisor Jill S Spatola
Merrill Lynch Financial Advisor Jill S Spatola is a dedicated and experienced financial institution located at 1190 West Marion Avenue, Punta Gorda, Florida, United States. With over 25 years of industry experience, Jill is committed to providing exceptional wealth management and client service to help individuals and families achieve their financial goals. She offers personalized financial planning services, including retirement plans, income planning, life insurance, and estate planning. Jill takes a holistic approach to financial planning, working closely with clients' attorneys, CPAs, and Medicare specialists to ensure all plans are sound and aligned. She is actively involved in the community, volunteering with organizations such as Girls on the Run and Women United of Charlotte County.
Edward M Dancek - Financial Advisor, Ameriprise Financial Services, LLC
Edward M Dancek is a financial advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. Edward holds several 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®. Edward is dedicated to providing comprehensive financial planning services to individuals and small business owners, specializing in retirement planning, estate planning, asset management, and investment strategies. Edward's expertise and commitment to his clients' financial well-being make him a trusted advisor in the field of finance.
Deep Creek by Maronda Homes
Deep Creek by Maronda Homes is a general contractor and real estate agency located at 1009 Rio De Janeiro Avenue in Punta Gorda, Florida, United States. This community offers affordable living in Southwest Florida's Gulf region, with a prime location near the historic Punta Gorda where the Peace River meets Charlotte Harbor. The community features newer homes, many of which are less than 15 years old, bordering greenbelts and freshwater lakes or canals. Residents of Deep Creek can enjoy quick access to I-75 for commuting to nearby cities like Sarasota, Fort Myers, and Venice. The community also offers natural attractions such as waterside shopping, the Harborwalk, and Fishermen's Village on Charlotte Harbor. For golf enthusiasts, the Deep Creek Golf Club is a semi-private course designed by Mark McCumber, surrounded by native Florida wildlife.
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