Estate advisor in Cape Coral, FL
20 results found
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Edward Jones - Financial Advisor: Hector Gomez
● OpenEdward Jones - Financial Advisor: Hector Gomez is a trusted finance institution located at 2104 Del Prado Boulevard South in Cape Coral, Florida. Hector Gomez is a dedicated financial advisor who provides personalized investment strategies and retirement planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Hector Gomez is committed to helping individuals and families secure their financial future. Contact Hector Gomez today to schedule a consultation and start planning for a more secure tomorrow.
2104 Del Prado Blvd S Unit 4, Cape Coral, FL 33990, United States -
John DiPietro - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn DiPietro, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2804 Del Prado Boulevard South, Cape Coral, Florida, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John DiPietro is well-equipped to assist clients in asset management, retirement planning, estate planning, and investment strategies. Additionally, John DiPietro is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and other specialized areas to provide comprehensive financial planning services. With a commitment to professionalism and ethics, John DiPietro is dedicated to helping clients achieve their financial goals and secure their financial future.
2804 Del Prado Blvd S # 103, Cape Coral, FL 33904, United States -
Ajay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAjay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3717 Del Prado Boulevard South, Cape Coral, Florida, United States. The institution offers a range of certifications and designations for financial 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 various aspects of financial planning, investment management, retirement planning, estate planning, and more. The institution aims to provide expert advice and guidance to individuals and businesses in managing their wealth and achieving their financial goals.
3717 Del Prado Blvd S Ste 2, Cape Coral, FL 33904, United States -
Cape Waterfront Living
● OpenWelcome to Cape Waterfront Living, your trusted real estate agency located at 2326 Del Prado Boulevard South, Cape Coral, Florida. With over 27 years of experience in the real estate industry, we pride ourselves on our deep roots and commitment to the community of Southwest Florida. Our journey began in a small town in central Illinois, where we embraced mid-western values such as honesty, hard work, and loyalty. Since relocating to Cape Coral in 1985, we have dedicated ourselves to raising our family and serving our neighbors with the same principles. We understand that buying or selling a home is a significant milestone, and we are here to guide you through the process with trust and expertise.
2326 Del Prado Boulevard South, Cape Coral, Florida 33990, United States -
Kara Pleasant, Cape Coral & Fort Myers Realtor
● OpenWelcome to Kara Pleasant, Cape Coral & Fort Myers Realtor Located at 8191 College Parkway, Fort Myers, Florida, Kara Pleasant is your trusted real estate advisor in Southwest Florida. With a profound understanding of the local market and a commitment to excellence, Kara offers unparalleled guidance to both buyers and sellers.
8191 College Parkway, Fort Myers, Florida 33919, United States -
Alpizar Real Estate
● ClosedWelcome to Alpizar Real Estate, your trusted partner for navigating the vibrant Naples, Florida real estate market. Conveniently located at 3811 Airport-Pulling Road, Naples, FL 34105, our agency is dedicated to connecting you with experienced Real Estate Advisors—not just salespeople. Our team is committed to providing you with expert guidance and proven strategies, honed through years of experience in the local market, to help you make informed decisions. At Alpizar Real Estate, we understand that buying or selling a home is a significant life event. That's why we offer pressure-free consultations, allowing you to explore your options without any commitment. Whether you're interested in new construction pool homes, beachfront condos, or pet-friendly properties, we have something for everyone. Our comprehensive services cover a wide range of property types, including golf homes, gated communities, income properties, and more.
3811 Airport-Pulling Road, Naples, Florida 34105, United States -
Firpta Solutions Inc
● ClosedFirpta Solutions Inc is a leading institution in Cape Coral, Florida specializing in accounting and finance services, with a focus on the Foreign Investment in Real Property Tax Act (FIRPTA) of 1980. Located at 615 Cape Coral Parkway West, our team is dedicated to helping foreign individuals and those purchasing properties from foreigners understand and comply with FIRPTA regulations. If you are a foreigner involved in a property transaction in the United States, or if you work in the real estate industry, our Understanding FIRPTA Presentation is a valuable resource for you. Our experienced professionals are passionate about guiding clients and industry professionals through the complexities of FIRPTA, ensuring compliance and peace of mind.
615 Cape Coral Pkwy W #202, Cape Coral, FL 33914, United States -
Gelch & Associates, P.A.
● ClosedGelch & Associates, P.A. is a law firm located at 1500 Colonial Boulevard in Fort Myers, Florida, specializing in accident, negligence, and injury cases. Our experienced attorneys handle a wide range of cases including auto, motorcycle, and trucking accidents, slip and fall incidents, and more. We serve clients in Fort Myers and throughout Lee County, including Sanibel, Cape Coral, Bonita Springs, and Punta Gorda. In addition to personal injury cases, we also provide criminal defense counsel for individuals facing charges such as DUI/DWI, drug trafficking, and domestic violence. Our firm also assists clients with workers' compensation claims and insurance denials.
1026, 1500 Colonial Blvd # 225, Fort Myers, FL 33907, United States -
Peter Ardolino - Ameriprise Financial Services, LLC
● OpenPeter Ardolino - Ameriprise Financial Services, LLC is a finance institution located at 1319 Cape Coral Parkway East in Cape Coral, Florida, United States. The institution offers a variety of certifications and designations to its advisors, 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 wide range of financial planning topics, from asset management and retirement planning to estate planning and insurance products. The advisors at Peter Ardolino - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to their clients, including veterans and military personnel.
1319 Cape Coral Pkwy E, Cape Coral, FL 33904, United States -
J2 Capital Management
● ClosedJ2 Capital Management is a finance institution located at 1222 Southeast 47th Street in Cape Coral, Florida, United States. Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management, we offer a unique advantage to our clients by keeping all expertise in-house. This allows us to have a higher level of visibility into all your asset needs and provide better service compared to using multiple professionals for individual planning components. Our in-house CFP professionals ensure the most comprehensive view of your assets and build a plan aligned with your goals. We also utilize our internal CPAs to integrate and coordinate your tax & estate planning with your financial plan. Our in-house portfolio manager offers custom dynamic strategies designed to reduce and manage risk, providing a level of customization that is hard to find elsewhere.
1222 SE 47th St Office Suite C-1, Cape Coral, FL 33904, United States -
PTC Financial Solutions, LLC
● ClosedPTC Financial Solutions, LLC is a reputable accounting and finance institution located at 1423 Southeast 16th Place in Cape Coral, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, PTC Financial Solutions, LLC is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping you achieve your financial goals.
1423 SE 16th Pl SUITE 104, Cape Coral, FL 33990, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking, finance, and insurance services, conveniently located at 1533 Cape Coral Parkway West, Cape Coral, Florida 33914. At Truist, we are committed to providing a comprehensive range of financial solutions to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we've got you covered. Our diverse services are delivered through the esteemed affiliates of Truist Financial Corporation. Banking products and services, including loans and deposit accounts, are offered by Truist Bank, a proud Member FDIC. For trust and investment management services, you can rely on Truist Bank and Truist Delaware Trust Company.
1533 Cape Coral Parkway West, Cape Coral, Florida 33914, United States -
Contractor Services of Southwest Florida
● OpenWelcome to Contractor Services of Southwest Florida, your premier general contractor located at 3559 Veronica S Shoemaker Boulevard, Fort Myers, Florida 33916. As Southwest Florida’s trusted design resource, we specialize in crafting compelling digital and print marketing materials that elevate your brand. Our expertise spans corporate identity, advertising campaigns, and website development, ensuring your business stands out in today’s competitive landscape. Beyond design, we offer a comprehensive suite of services including marketing consultation, email marketing, event marketing, and print production. Our reputation extends nationwide, as we proudly serve businesses across the country and collaborate with numerous advertising agencies and marketing consultants as their preferred outsourcing partner.
3559 Veronica S Shoemaker Boulevard, Fort Myers, Florida 33916, United States -
Hayes Valencia
● OpenWelcome to Hayes Valencia, your trusted legal partner located in the heart of Cape Coral, Florida. Situated at 120 Del Prado Boulevard South, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community. At Hayes Valencia, we understand that navigating the legal system can be daunting, which is why we are committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Our team of experienced attorneys specializes in a wide range of practice areas, ensuring that you receive knowledgeable and effective representation. Whether you require assistance with family law, estate planning, real estate transactions, or business law, Hayes Valencia is here to guide you every step of the way. We pride ourselves on our client-focused approach, taking the time to listen to your concerns and develop strategies that align with your goals.
120 Del Prado Boulevard South, Cape Coral, Florida 33990, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 2223 Del Prado Boulevard South, Cape Coral, Florida 33990. As a leading provider of comprehensive banking and financial services, Truist is dedicated to helping you achieve your financial goals with confidence and ease. At Truist, we offer a wide range of services to meet your financial needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to assist you every step of the way. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of the FDIC.
2223 Del Prado Boulevard South, Cape Coral, Florida 33990, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 2223 Del Prado Boulevard South, Cape Coral, Florida 33990. As a trusted financial service provider, Truist offers a comprehensive range of services to meet your banking and financial needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan tailored to your needs, our team is here to assist you every step of the way. Truist, a member of FDIC, ensures your banking products and services, including loans and deposit accounts, are managed with utmost security and reliability. Our trust and investment management services are offered through Truist Bank and Truist Delaware Trust Company, while securities, brokerage accounts, and insurance options are available via Truist Investment Services, Inc., a registered broker-dealer with FINRA and SIPC.
2223 Del Prado Boulevard South, Cape Coral, Florida 33990, United States -
Truist - ATM
● OpenWelcome to Truist - ATM located at 2510 Santa Barbara Boulevard, Cape Coral, Florida 33914. As a trusted financial institution, we offer a wide array of services designed to meet your banking and financial needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, our team is here to assist you every step of the way. At Truist, we provide comprehensive banking products and services, including loans and deposit accounts, through Truist Bank, a proud Member FDIC. Our trust and investment management services are expertly handled by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, and insurance (including annuities), Truist Investment Services, Inc., a SEC registered broker-dealer and licensed insurance agency, is ready to serve you. Additionally, investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
2510 Santa Barbara Boulevard, Cape Coral, Florida 33914, United States -
Emily Lopez Rivera | Fairway Independent Mortgage Corporation Loan Officer
● OpenWelcome to Emily Lopez Rivera | Fairway Independent Mortgage Corporation Loan Officer, your trusted partner in navigating the mortgage landscape in Cape Coral, Florida. Conveniently located at 4706 Chiquita Boulevard South, our office is a cornerstone for individuals and families seeking expert guidance in securing the ideal home loan tailored to their unique needs. At Emily Lopez Rivera, we pride ourselves on delivering personalized service and a seamless mortgage experience. With a deep understanding of the local real estate market and a commitment to excellence, we work diligently to ensure our clients receive the most competitive rates and terms available. Whether you are a first-time homebuyer, looking to refinance, or exploring investment property opportunities, our team is here to support you every step of the way.
4706 Chiquita Boulevard South, Cape Coral, Florida 33914, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your trusted financial partner located at 1533 Cape Coral Parkway West, Cape Coral, Florida 33914. Our convenient ATM services are designed to meet your everyday banking needs with ease and efficiency. As part of Truist Financial Corporation, we offer a comprehensive range of financial services to help you achieve your financial goals. Explore the possibility of being pre-qualified for a Truist credit card or find the right loan tailored to your needs. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a Member FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
1533 Cape Coral Parkway West, Cape Coral, Florida 33914, United States -
Rick Harrison, REALTOR - MVP Realty
● OpenWelcome to Rick Harrison, REALTOR - MVP Realty, your trusted partner in real estate located at 16276 Willow Stream Lane, North Fort Myers, Florida 33917. As a premier real estate agency, we specialize in helping you find your dream home in the beautiful Southwest Florida area. Our commitment is to provide you with exceptional service, whether you're buying, selling, or investing in property. Explore our featured listings, including stunning homes like the impeccably upgraded 4-bed, 2.5-bath family residence in the serene, gated community of Gladiolus Preserve. This move-in-ready home boasts a new roof, impact glass windows, and a state-of-the-art electric hybrid water heater. With its modern design, open-concept living spaces, and luxurious master suite, it offers a perfect blend of elegance and functionality. Enjoy community amenities such as a sparkling pool, playground, and more, all with low HOA fees and no city or CDD taxes.
16276 Willow Stream Lane, North Fort Myers, Florida 33917, United States
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