Estate and legacy planning in Fort Myers, FL
20 results found
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Legacy Foundation at Shell Point
● OpenThe Legacy Foundation at Shell Point, located at 15010 Shell Point Boulevard in Fort Myers, Florida, is a specialized non-profit organization dedicated to providing financial and wealth planning concierge services exclusively for residents of Shell Point. The Legacy Family Service offers a complimentary review of estate plans and advance directives, wealth transfer planning, financial services, educational workshops, and referrals to trusted legal, financial, and tax professionals. The institution believes in helping individuals leave a lasting legacy that reflects their values, faith, relationships, and resources. Consultation with qualified advisors is recommended before making any decisions, as the institution prioritizes client confidentiality and data security.
15010 Shell Point Blvd, Fort Myers, FL 33908, United States -
Legacy Gateway Apartments
● ClosedLegacy Gateway Apartments is a premier real estate agency located at 10900 Legacy Gateway Circle in Fort Myers, Florida. Our luxurious apartments offer a perfect blend of comfort and convenience, with modern amenities and spacious floor plans. Nestled in a vibrant community, residents can enjoy easy access to shopping, dining, and entertainment options. Our professional staff is dedicated to providing top-notch customer service and ensuring a seamless living experience for all our residents. Experience the ultimate in upscale apartment living at Legacy Gateway Apartments.
10900 Legacy Gateway Cir, Fort Myers, FL 33913, United States -
Estate Planning Council of Lee County
● OpenWelcome to the Estate Planning Council of Lee County, your trusted local government office dedicated to serving the community of Fort Myers and the wider Lee County area. Conveniently located at 4841 Springline Drive, Fort Myers, Florida, we specialize in providing comprehensive estate planning services to help individuals and families secure their financial futures. Our experienced team is committed to offering expert guidance on wills, trusts, probate, and asset management, ensuring peace of mind for you and your loved ones. We are passionate about empowering our community with the knowledge and resources needed to make informed decisions about their estate planning needs. Visit us today to learn how we can assist you in safeguarding your legacy.
4841 Springline Drive, Fort Myers, Florida 33919, United States -
Prudential | June Paulsen | Life Insurance & Financial Services
● OpenPrudential | June Paulsen | Life Insurance & Financial Services is a reputable finance and insurance agency located at 6700 Winkler Road in Fort Myers, Florida, United States. With a focus on providing top-notch life insurance and financial services, our team is dedicated to helping clients secure their futures and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to guide you every step of the way. Trust Prudential | June Paulsen | Life Insurance & Financial Services to provide you with personalized solutions tailored to your individual needs.
6700 Winkler Rd #2, Fort Myers, FL 33919, United States -
Dorcey Law Firm
● ClosedDorcey Law Firm, located at 10181 Six Mile Cypress Parkway in Fort Myers, Florida, specializes in accounting, finance, and legal services. Our multi-generational family-owned firm understands the importance of protecting your loved ones and planning for the future. Estate planning can be overwhelming, but our experienced attorneys are here to guide you through the process of creating wills and trusts to secure your legacy. Whether you are a Florida resident or have family members in the area, our team can assist you with probate and estate planning services. We believe in providing personalized and comprehensive solutions to help you pass down your assets to future generations. Our attorneys strive to ensure that you understand all your options and the implications of your decisions.
10181 6 Mile Cypress Pkwy Suite C, Fort Myers, FL 33966, United States -
Celej Law PLLC
● ClosedCelej Law PLLC is a trusted estate planning partner located at 12730 McGregor Boulevard in Fort Myers, Florida. As a dedicated estate planning law firm, we provide personalized legal solutions tailored to meet your unique needs and goals. Our experienced attorneys stay up-to-date on the latest laws and regulations to ensure your estate plan is comprehensive and current. We offer free consultations with clear, upfront pricing to help you make informed decisions about your estate planning needs. Whether you need assistance with estate planning, probate administration, business law, or family matters, Celej Law PLLC is here to guide you with compassion and expertise. Contact us today to schedule a consultation and secure your legacy with our personalized legal solutions.
12730 McGregor Blvd, Fort Myers, FL 33919, United States -
Safe Harbor Law Firm
● OpenSafe Harbor Law Firm is a trusted institution located in Fort Myers, Florida, specializing in providing legal services for estate planning, guardianship, and long-term care planning. Our seasoned attorneys are dedicated to safeguarding the rights of the elderly and ensuring that their wishes are honored through comprehensive estate administration. At Safe Harbor Law Firm, we pride ourselves on our personalized solutions, proactive communication, and compassionate approach to guiding our clients through the estate planning journey. Our team of legal experts is committed to empowering individuals and families to make informed decisions for a secure future.
5237 Summerlin Commons Blvd #239, Fort Myers, FL 33907, United States -
Heartland Law, PLLC
● OpenHeartland Law, PLLC is a finance and lawyer institution located at 8660 College Parkway in Fort Myers, Florida, United States. Specializing in Probate, Estate Planning, Elder Law, and Trusts, our team at Heartland Law, PLLC understands the importance of education, clarity, and well-being when dealing with legal matters. With over 20 years of experience, we provide guidance on managing your financial life, creating customized trusts, setting up guardianships, and navigating the probate process. Our Freedom Plan simplifies estate planning, while ElderSmart offers advocacy for families transitioning into elderly care. Join us for a free mini-class to learn more about protecting your assets and securing your legacy. Register today to ensure peace of mind for you and your loved ones.
8660 College Pkwy Suite 250, Fort Myers, FL 33919, United States -
Christian Stearns | Conte Wealth Advisors
● ClosedChristian Stearns | Conte Wealth Advisors is a finance institution located at 2740 Oak Ridge Court in Fort Myers, Florida, United States. Christian Stearns, a Certified Financial Planner ™️, Sustainable Investment Advocate, and Author, is dedicated to helping clients achieve their financial goals and dreams through sound financial knowledge and trustworthy advice. By building lasting relationships with each individual, family, and business he serves, Christian aims to provide personalized financial solutions. Clients can receive a free copy of his eBook, "The Three Types of Sustainable Investing," to learn more about sustainable investment options. Christian Stearns is a member of Conte Wealth Advisors and offers services in states such as California, Colorado, Florida, Georgia, and more. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, and investment advisory services are provided by Cambridge Investment Research Advisors, Inc. Cambridge and Conte Wealth Advisors are not affiliated.
2740 Oak Ridge Ct #304, Fort Myers, FL 33901, United States -
Waterstone Financial
● ClosedWaterstone Financial is a leading finance institution located at 12597 New Brittany Boulevard in Fort Myers, Florida. With a strong presence in the United States, Waterstone Financial offers a wide range of financial services including banking, investment, and wealth management solutions. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help our clients achieve their financial goals. Visit us today to learn more about how Waterstone Financial can help you secure your financial future.
12597 New Brittany Blvd, Fort Myers, FL 33907, United States -
Tony Clark - Raymond James
● OpenTony Clark - Raymond James is a finance institution located at 15065 McGregor Boulevard in Fort Myers, Florida, United States. With a focus on providing personalized financial services, Tony Clark - Raymond James offers a range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution strives to provide excellent customer service and tailored financial advice to meet the unique needs of each individual. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Tony Clark - Raymond James is dedicated to helping you navigate the complexities of the financial world with confidence.
15065 McGregor Blvd #108, Fort Myers, FL 33908, United States -
Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc.
● OpenThomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.
7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907, United States -
Evolution Retirement Services
● ClosedEvolution Retirement Services, located at 12487 Brantley Commons Court in Fort Myers, Florida, is a finance institution that specializes in retirement income strategies and wealth management. Their team of wealth managers, led by Certified Financial Fiduciary® Adam Bruno, is dedicated to helping individuals and families achieve their ideal retirements by providing personalized solutions tailored to their needs and objectives. Their services include retirement income analysis, annuities, investments, IRA/401(k) rollovers, life insurance, tax-efficient strategies, long-term care planning, IRA legacy planning, estate planning, and more. They work closely with attorneys and tax professionals to help clients organize their giving strategy and create a lasting legacy.
12487 Brantley Commons Ct, Fort Myers, FL 33907, United States -
John A Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn A Nicolosi, a financial advisor at Ameriprise Financial Services, LLC, is located at 14311 Metropolis Avenue in Fort Myers, Florida, United States. If you have financial questions or are looking for guidance, John is here to help. He offers complimentary initial consultations to discuss your financial goals and provide an overview of financial planning concepts. With a focus on estate planning and passing wealth to the next generation, John can work alongside your attorney and CPA to help you navigate the complexities of preserving your wealth and dividing your assets among loved ones. By planning and preparing your legacy wishes, John aims to bring you clarity and peace of mind.
14311 Metropolis Ave Ste 205, Fort Myers, FL 33912, United States -
Susan Weidenkopf Watts - UBS Financial Services Inc.
● OpenSusan Weidenkopf Watts - UBS Financial Services Inc. is a reputable finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a strong focus on providing personalized financial solutions, the team at UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at this institution are committed to delivering top-notch service and expertise. Visit Susan Weidenkopf Watts - UBS Financial Services Inc. today to take the first step towards securing your financial future.
7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907, United States -
Signature Financial Strategies
● ClosedSignature Financial Strategies is a leading finance institution located at 15050 Elderberry Lane in Fort Myers, Florida. Our team of experienced professionals are dedicated to providing personalized financial strategies tailored to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on building long-lasting relationships, Signature Financial Strategies is your trusted partner in achieving financial success.
15050 Elderberry Ln # 6, Fort Myers, FL 33907, United States -
The Legend Group
● OpenThe Legend Group is a prestigious institution located at 6111 Tidewater Island Circle in Fort Myers, Florida, United States. Known for its excellence in education and commitment to academic success, The Legend Group offers a wide range of programs and resources to help students achieve their goals. With a dedicated faculty and state-of-the-art facilities, students at The Legend Group receive a top-notch education in a supportive and nurturing environment. Whether you are looking to further your career or pursue higher education, The Legend Group is the perfect place to start your journey towards success.
6111 Tidewater Island Cir, Fort Myers, FL 33908, United States -
SunTrust ATM
● OpenWelcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
15050 North Cleveland Avenue, North Fort Myers, Florida 33903, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your convenient financial resource located at 8930 Colonial Center Drive, Fort Myers, Florida 33905. As part of Truist Financial Corporation, we offer a wide range of financial services designed to meet your needs. Whether you're looking to see if you pre-qualify for a Truist credit card or seeking the right loan, our team is here to assist you. 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 handled by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., an SEC registered broker-dealer and member of FINRA and SIPC, is at your service. Additionally, investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
8930 Colonial Center Drive, Fort Myers, Florida 33905, United States -
Ernie Gonnelly - The239Agent.com
● OpenWelcome to Ernie Gonnelly - The239Agent.com, your trusted real estate partner located in Cape Coral, Florida. Situated at 618 Southwest 3rd Street, our agency is dedicated to helping you navigate the dynamic real estate market with ease and confidence. Whether you're buying or selling, we offer a comprehensive suite of services designed to meet your needs and exceed your expectations. Explore thousands of listings with us to find the perfect home for you and your family. Our expert team is always available to answer your questions and provide personalized assistance. We offer a tailored Value Assessment within 24 hours and a detailed market snapshot to reveal the true value of your home.
618 Southwest 3rd Street, Cape Coral, Florida 33991, United States
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