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Top 30 Best Estate and legacy planning in The Villages, Florida

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  • 1
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  • 5 44
    #1

    TrustMasters - Living Trusts, Wills, POA's, Funeral Plans, HIPPA

    ● Closed
    19503 W Villages Pkwy Suite 106, Venice, FL 34293, United States
    (941) 977-6011
    trustmasters.com

    TrustMasters is a reputable institution located at 19503 West Villages Parkway in Venice, Florida, United States. We specialize in providing expert services in Living Trusts, Wills, Power of Attorney documents, Funeral Plans, and HIPAA compliance.

    Photo of TrustMasters - Living Trusts, Wills, POA's, Funeral Plans, HIPPA - 19503 West Villages Parkway, Venice, FL 34293, USA Photo of TrustMasters - Living Trusts, Wills, POA's, Funeral Plans, HIPPA - 19503 West Villages Parkway, Venice, FL 34293, USA Photo of TrustMasters - Living Trusts, Wills, POA's, Funeral Plans, HIPPA - 19503 West Villages Parkway, Venice, FL 34293, USA
    Details
  • 3.7 40
    #2

    Legacy at Dadeland

    ● Closed
    7325 SW 82nd St, Miami, FL 33143, United States
    (833) 325-5991
    legacyresidential.com

    Legacy at Dadeland is a luxurious real estate agency located at 7325 Southwest 82nd Street in Miami, Florida.

    Photo of Legacy at Dadeland - 7325 Southwest 82nd Street, Miami, FL 33143, USA Photo of Legacy at Dadeland - 7325 Southwest 82nd Street, Miami, FL 33143, USA Photo of Legacy at Dadeland - 7325 Southwest 82nd Street, Miami, FL 33143, USA
    Real Estate Agent
    Details
  • 4.4 9
    #3

    Michael Whitaker and Associates, LLC

    ● Closed
    3251 Wedgewood Ln, The Villages, FL 32162, United States
    (352) 391-9934
    michaelwhitakerandassociates.com

    Michael Whitaker and Associates, LLC is a reputable financial consulting firm located at 3251 Wedgewood Lane in The Villages, Florida.

    Photo of Michael Whitaker and Associates, LLC - 3251 Wedgewood Lane, The Villages, FL 32162, USA
    Details
  • 5 38
    #4

    Law Offices of Adelina Ruiz, P.A.

    ● Closed
    800 Village Square Crossing, Palm Beach Gardens, FL 33410, United States
    (561) 402-7060
    aruizlaw.com

    The Law Offices of Adelina Ruiz, P.A. is a legal institution located at 800 Village Square Crossing in Palm Beach Gardens, Florida, United States.

    Photo of Law Offices of Adelina Ruiz, P.A. - 800 Village Square Crossing, Palm Beach Gardens, FL 33410, USA
    Legal Service
    Details
  • 5 53
    #5

    Parady Financial

    ● Closed
    3602 Kiessel Rd, The Villages, FL 32163, United States
    (352) 751-3016
    paradyfinancial.com

    Parady Financial is a well-respected retirement services firm located at 3602 Kiessel Road in The Villages, Florida.

    Photo of Parady Financial - 3602 Kiessel Road, The Villages, FL 32163, USA Photo of Parady Financial - 3602 Kiessel Road, The Villages, FL 32163, USA Photo of Parady Financial - 3602 Kiessel Road, The Villages, FL 32163, USA
    Financial Service
    Details
  • 5 1
    #6

    Principal Financial Group

    ● Open
    1950 Laurel Manor Dr, The Villages, FL 32162, United States
    (352) 560-5089
    principal.com

    Principal Financial Group is an insurance agency located at 1950 Laurel Manor Drive in The Villages, Florida, United States. We specialize in helping individuals protect what matters most to them through insurance solutions.

    Insurance Agency
    Details
  • 5 1
    #7

    MDL Wealth Management

    ● Closed
    13919 Carrollwood Village Run Suite A, Tampa, FL 33618, United States
    (813) 710-4200
    mdlwealth.com

    MDL Wealth Management is a premier finance institution located in Tampa, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals.

    Photo of MDL Wealth Management - 13919 Carrollwood Village Run, Tampa, FL 33618, USA Photo of MDL Wealth Management - 13919 Carrollwood Village Run, Tampa, FL 33618, USA Photo of MDL Wealth Management - 13919 Carrollwood Village Run, Tampa, FL 33618, USA
    Financial Service
    Details
  • 5 1
    #8

    Reveille Wealth Management

    ● Open
    4048 Wedgewood Ln, The Villages, FL 32162, United States
    (352) 750-6050
    reveillewealth.com

    Reveille Wealth Management is a finance and insurance agency located at 4048 Wedgewood Lane in The Villages, Florida, United States. Our unique approach to wealth management is designed to bring a new perspective to your financial goals.

    Financial Service Insurance Agency
    Details
  • 5 8
    #9

    Bucket List Wealth Management

    ● Closed
    8564 E County Rd 466 Suite 203, The Villages, FL 32162, United States
    (352) 307-8652
    bucketlistwealth.com

    Bucket List Wealth Management is a premier financial institution located at 8564 East County Road 466 in The Villages, Florida, United States.

    Photo of Bucket List Wealth Management - 8564 East County Road 466, The Villages, FL 32162, USA Photo of Bucket List Wealth Management - 8564 East County Road 466, The Villages, FL 32162, USA Photo of Bucket List Wealth Management - 8564 East County Road 466, The Villages, FL 32162, USA
    Financial Service
    Details
  • 5 1
    #10

    Good Life Financial Advisors of Tampa Bay

    ● Closed
    773 Cypress Village Blvd, Sun City Center, FL 33573, United States
    (813) 565-0665
    goodlifetampa.com

    Good Life Financial Advisors of Tampa Bay is a leading finance institution located at 773 Cypress Village Boulevard in Sun City Center, Florida.

    Financial Service
    Details
  • 5 1
    #11

    Edward Jones

    ● Open
    3335 Bobcat Village Center Rd, North Port, FL 34288, United States
    (941) 423-7734
    edwardjones.com

    Edward Jones is a reputable finance institution located at 3335 Bobcat Village Center Road in North Port, Florida, United States.

    Financial Service
    Details
  • 5 3
    #12

    Edward Jones - Financial Advisor Greg Panjian AAMS

    ● Closed
    309 Colony Blvd, The Villages, FL 32162, United States
    (352) 750-9246
    edwardjones.com

    Edward Jones - Financial Advisor Greg Panjian AAMS is a trusted financial institution located at 309 Colony Boulevard in The Villages, Florida, United States.

    Photo of Edward Jones - Financial Advisor Greg Panjian AAMS - 309 Colony Boulevard, The Villages, FL 32162, USA Photo of Edward Jones - Financial Advisor Greg Panjian AAMS - 309 Colony Boulevard, The Villages, FL 32162, USA
    Financial Service
    Details
  • 5 1
    #13

    Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States
    (718) 524-8450
    ameripriseadvisors.com

    Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States.

    Photo of Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC - 220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, USA Photo of Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC - 220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, USA
    Financial Service
    Details
  • 4.4 13
    #14

    Bogin, Munns & Munns, P.A.

    ● Open
    8564 E County Rd 466 #102, The Villages, FL 32162, United States
    (352) 329-3987
    boginmunns.com

    Bogin, Munns & Munns, P.A. is a law firm located at 8564 East County Road 466 in The Villages, Florida, United States. They specialize in estate planning, helping residents in The Villages create comprehensive plans for their future.

    Photo of Bogin, Munns & Munns, P.A. - 8564 East County Road 466, The Villages, FL 32162, USA Photo of Bogin, Munns & Munns, P.A. - 8564 East County Road 466, The Villages, FL 32162, USA Photo of Bogin, Munns & Munns, P.A. - 8564 East County Road 466, The Villages, FL 32162, USA
    Legal Service
    Details
  • 4.2 10
    #15

    Susan Sullivan, Attorney

    ● Closed
    4752 Co Rd 466A, Wildwood, FL 34785, United States
    (352) 689-0045
    sullivanestateplanning.com

    Susan Sullivan, Attorney is a trusted institution located at 4752 County Road 466A, Wildwood, Florida, United States. Specializing in estate planning, probate, and trust administration, we serve residents of The Villages, Florida and surrounding areas.

    Photo of Susan Sullivan, Attorney - 4752 County Road 466A, Wildwood, FL 34785, USA Photo of Susan Sullivan, Attorney - 4752 County Road 466A, Wildwood, FL 34785, USA Photo of Susan Sullivan, Attorney - 4752 County Road 466A, Wildwood, FL 34785, USA
    Legal Service
    Details
  • 4 4
    #16

    Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™

    ● Open
    2791 Brownwood Blvd, The Villages, FL 32163, United States
    (352) 750-9319
    edwardjones.com

    Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2791 Brownwood Boulevard in The Villages, Florida, United States.

    Photo of Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ - 2791 Brownwood Boulevard, The Villages, FL 32163, USA Photo of Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™ - 2791 Brownwood Boulevard, The Villages, FL 32163, USA
    Financial Service
    Details
  • 3.5 11
    #17

    Fross & Fross Wealth Management

    ● Closed
    910 Old Camp Rd STE 90, The Villages, FL 32162, United States
    (352) 205-7800
    frossandfross.com

    Fross & Fross Wealth Management is a leading finance institution located at 910 Old Camp Road in The Villages, Florida, United States.

    Photo of Fross & Fross Wealth Management - 910 Old Camp Road, The Villages, FL 32162, USA Photo of Fross & Fross Wealth Management - 910 Old Camp Road, The Villages, FL 32162, USA Photo of Fross & Fross Wealth Management - 910 Old Camp Road, The Villages, FL 32162, USA
    Financial Service
    Details
  • 3.4 5
    #18

    Merrill Lynch Wealth Management

    ● Closed
    1100 Canal St, The Villages, FL 32162, United States
    (352) 350-2700
    local.ml.com

    Merrill Lynch Wealth Management is a renowned financial institution located at 1100 Canal Street in The Villages, Florida, United States.

    Photo of Merrill Lynch Wealth Management - 1100 Canal Street, The Villages, FL 32162, USA Photo of Merrill Lynch Wealth Management - 1100 Canal Street, The Villages, FL 32162, USA
    Financial Service
    Details
  • 2.6 5
    #19

    Royal Fund Management

    ● Closed
    1515 Buenos Aires Blvd, The Villages, FL 32159, United States
    (352) 750-1637
    royalfundmanagement.com

    Royal Fund Management is a prestigious finance institution located at 1515 Buenos Aires Boulevard in The Villages, Florida, United States.

    Photo of Royal Fund Management - 1515 Buenos Aires Boulevard, The Villages, FL 32159, USA Photo of Royal Fund Management - 1515 Buenos Aires Boulevard, The Villages, FL 32159, USA
    Financial Service
    Details
  • 1 1
    #20

    Merrill Lynch Financial Advisor Lesli Luther

    ● Closed
    1100 Canal St, The Villages, FL 32162, United States
    (352) 350-2710
    fa.ml.com

    Merrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States.

    Financial Service
    Details
  • #21

    Mission Advisory Group of Raymond James

    ● Open
    Brownwood Paddock Square, 2631 W Torch Lake Dr, The Villages, FL 32163, United States
    (352) 674-1690
    raymondjames.com

    The Mission Advisory Group of Raymond James is a financial institution located at 2631 West Torch Lake Drive in The Villages, Florida, United States.

    Financial Service
    Details
  • #22

    Meridian Wealth Management, LLC

    ● Closed
    2462 Burnsed Blvd, The Villages, FL 32163, United States
    (352) 900-5046
    meridianwealthllc.com

    Meridian Wealth Management, LLC is a premier financial institution located in The Villages, Florida.

    Photo of Meridian Wealth Management, LLC - 2462 Burnsed Boulevard, The Villages, FL 32163, USA Photo of Meridian Wealth Management, LLC - 2462 Burnsed Boulevard, The Villages, FL 32163, USA Photo of Meridian Wealth Management, LLC - 2462 Burnsed Boulevard, The Villages, FL 32163, USA
    Financial Service
    Details
  • #23

    Andrea Patrick - Raymond James

    ● Open
    2631 W Torch Lake Dr, The Villages, FL 32163, United States
    (352) 653-5500
    raymondjames.com

    Andrea Patrick - Raymond James is a reputable finance institution located at 2631 West Torch Lake Drive in The Villages, Florida, United States.

    Financial Service
    Details
  • #24

    Mission Wealth Management Group of Raymond James

    ● Open
    Brownwood Paddock Square, 2631 W Torch Lake Dr, The Villages, FL 32163, United States
    (352) 430-1351
    raymondjames.com

    Mission Wealth Management Group of Raymond James is a leading financial institution located in The Villages, Florida.

    Financial Service
    Details
  • #25

    IM-Financial

    ● Closed
    2209 Sawgrass Village Dr, Ponte Vedra Beach, FL 32082, United States
    (800) 950-4316

    IM-Financial is a premier financial institution located at 2209 Sawgrass Village Drive in Ponte Vedra Beach, Florida.

    Photo of IM-Financial - 2209 Sawgrass Village Drive, Ponte Vedra Beach, FL 32082, USA Photo of IM-Financial - 2209 Sawgrass Village Drive, Ponte Vedra Beach, FL 32082, USA Photo of IM-Financial - 2209 Sawgrass Village Drive, Ponte Vedra Beach, FL 32082, USA
    Financial Service
    Details
  • #26

    Susan Saunders - Raymond James

    ● Open
    13000 Sawgrass Village Cir Suite 27, Ponte Vedra Beach, FL 32082, United States
    (904) 273-2444
    saunderswealthmanagement.com

    Susan Saunders - Raymond James is a finance institution located at 13000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States.

    Financial Service
    Details
  • #27

    Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™

    ● Closed
    4520 W Village Dr, Tampa, FL 33624, United States
    (813) 964-0816
    edwardjones.com

    Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™ is a reputable financial institution located at 4520 West Village Drive in Tampa, Florida, United States.

    Photo of Edward Jones - Financial Advisor: Glenn R Duncklee, AAMS™ - 4520 West Village Drive, Tampa, FL 33624, USA
    Financial Service
    Details
  • #28

    Edward Jones - Financial Advisor: Jayne D Wakeman, AAMS™

    ● Closed
    Buffalo Ridge Plaza, 3608 Wedgewood Ln Ii (466W, The Villages, FL 32162, United States
    (352) 674-0063
    edwardjones.com

    Edward Jones - Financial Advisor: Jayne D Wakeman, AAMS™ is a reputable financial institution located at 3608 Wedgewood Lane in The Villages, Florida, United States.

    Photo of Edward Jones - Financial Advisor: Jayne D Wakeman, AAMS™ - 3608 Wedgewood Lane, The Villages, FL 32162, USA Photo of Edward Jones - Financial Advisor: Jayne D Wakeman, AAMS™ - 3608 Wedgewood Lane, The Villages, FL 32162, USA
    Financial Service
    Details
  • #29

    Ameriprise Financial

    ● Open
    3507 Wedgewood Ln, The Villages, FL 32162, United States
    (352) 350-2397
    ameripriseadvisors.com

    Ameriprise Financial is a finance institution located at 3507 Wedgewood Lane in The Villages, Florida, United States. Our financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services.

    Financial Service
    Details
  • #30

    Tom Romanac - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    11714 NE 62nd Terrace #100, The Villages, FL 32162, United States
    (352) 674-4200
    ameripriseadvisors.com

    Tom Romanac is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States.

    Photo of Tom Romanac - Financial Advisor, Ameriprise Financial Services, LLC - 11714 Northeast 62nd Terrace, The Villages, FL 32162, USA Photo of Tom Romanac - Financial Advisor, Ameriprise Financial Services, LLC - 11714 Northeast 62nd Terrace, The Villages, FL 32162, USA Photo of Tom Romanac - Financial Advisor, Ameriprise Financial Services, LLC - 11714 Northeast 62nd Terrace, The Villages, FL 32162, USA
    Financial Service
    Details
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