Estate and trust management in Clearwater, FL
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Tax and Trust Management Services
● ClosedTax and Trust Management Services is a trusted institution located at 28163 US Highway 19 North in Clearwater, Florida. With over 25 years of experience in income tax preparation for individuals and small businesses, we specialize in helping our clients secure their financial future. Our expertise also extends to estate planning and creating legacies through proper trust and asset distribution. At Tax and Trust Management Services, we understand the importance of knowing where you stand financially. That's why we offer a comprehensive 18 question survey to give you immediate feedback on your financial situation. Studies show that only 54% of Americans are comfortable with their financial status, especially when it comes to estate planning, taxes, and insurance.
28163 US Hwy 19 N suite 202, Clearwater, FL 33761, United States -
Torchlight Tax and Accounting
● ClosedTorchlight Tax and Accounting, located in Clearwater, Florida, is a trusted institution specializing in accounting and finance services. They cater to small businesses, sole proprietors, partnerships, LLCs, LLPs, C-Corporations, and S-Corporations, offering services such as business set-up, incorporation, LLC formation, accounting, bookkeeping, payroll, retirement planning, wealth management, estate planning, audit defense, and more. Their team of Enrolled Agents and CPAs are dedicated to finding all possible deductions and credits to lower your tax bill without compromising your financial security. Clients praise Torchlight Tax for their efficient and professional service, with many reporting increased tax refunds and peace of mind after working with them. Whether you need help with tax preparation, representation before the IRS, or resolving complex tax issues, Torchlight Tax and Accounting is the place to go for expert guidance and personalized service. Trust them to handle all your tax needs accurately and ethically, ensuring your financial health and wellbeing.
617a Cleveland St #16, Clearwater, FL 33755, United States -
Daily, Montfort & Toups Bradenton Estate Planning Lawyer
● ClosedWelcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.
538 12th Street West, Bradenton, Florida 34205, United States -
Real Estate Firm of Florida, LLC Clearwater
● ClosedWelcome to Real Estate Firm of Florida, LLC Clearwater Located at 1465 South Fort Harrison Avenue in the heart of Clearwater, Florida, Real Estate Firm of Florida, LLC is your trusted partner in navigating the dynamic real estate market of the Sunshine State. With an additional location at 1325 Snell Isle Boulevard NE 802 in Saint Petersburg, we are well-positioned to serve the diverse needs of our clients across the region.
1465 South Fort Harrison Avenue, Clearwater, Florida 33756, United States -
First Florida Management Services
● ClosedWelcome to First Florida Management Services, your premier destination for comprehensive parking, real estate, and storage solutions in Clearwater, Florida. Conveniently located at 600 Druid Road, we pride ourselves on offering exceptional services tailored to meet the diverse needs of our community. At First Florida Management Services, we understand the importance of reliable parking, seamless real estate transactions, and secure storage options. Our parking services ensure that you have a hassle-free experience with ample space and easy access. Whether you're looking to buy, sell, or rent, our experienced real estate agents are dedicated to helping you navigate the property market with ease and confidence. Additionally, our top-notch storage facilities provide safe and accessible options for all your storage needs, whether personal or business-related.
600 Druid Road, Clearwater, Florida 33756, United States -
Verdad Commercial Real Estate Services
● ClosedWelcome to Verdad Commercial Real Estate Services, your trusted partner in navigating the dynamic world of commercial real estate in Clearwater, Florida. Located at 1944 North Hercules Avenue, our agency is committed to providing unparalleled service, expert advice, and tailored solutions to meet your unique business needs. At Verdad Commercial Real Estate Services, we specialize in a comprehensive range of services, including property sales, leasing, and management. Our team of experienced professionals is dedicated to helping you find the perfect commercial space, whether you're looking to buy, sell, or lease. With a deep understanding of the local market and a commitment to excellence, we strive to deliver results that exceed expectations.
1944 North Hercules Avenue, Clearwater, Florida 33763, United States -
Sunset Palms Property Management Real Estate Services
● ClosedWelcome to Sunset Palms Property Management Real Estate Services, your trusted partner in Clearwater, Florida, for comprehensive and personalized property management solutions. Conveniently located at 3243 Springwood Drive, we specialize in a diverse range of services tailored to meet your unique needs in finance, health, insurance, real estate, and travel. At Sunset Palms, we understand the complexities of the real estate market and are committed to providing exceptional service to both property owners and tenants. Our experienced team is dedicated to maximizing your investment's potential while ensuring a seamless and stress-free experience. Whether you are looking to buy, sell, lease, or manage a property, our expert agents are here to guide you every step of the way.
3243 Springwood Drive, Clearwater, Florida 33761, United States -
Regent Property Management
● OpenWelcome to Regent Property Management, your trusted partner in real estate solutions located at 4400 118th Avenue North, Clearwater, Florida. As a premier real estate agency, we specialize in providing comprehensive property management services tailored to meet the unique needs of property owners and tenants in the Clearwater area. Our dedicated team of professionals is committed to delivering exceptional service, ensuring that your property is managed efficiently and your investment is maximized. At Regent Property Management, we offer a wide range of services, including leasing, tenant screening, rent collection, maintenance coordination, and financial reporting. Our expertise and local market knowledge allow us to effectively manage residential and commercial properties, providing peace of mind to property owners and a seamless experience for tenants.
4400 118th Avenue North, Clearwater, Florida 33762, United States -
Venture Home - Rentals & Property Management
● OpenWelcome to Venture Home - Rentals & Property Management, your trusted partner in real estate services in Clearwater, Florida. Conveniently located at 10300 49th Street North, we specialize in providing exceptional rental and property management solutions tailored to meet the unique needs of our clients. Whether you're a property owner seeking reliable management for your investment or a tenant searching for the perfect home, our experienced team is dedicated to delivering exceptional service and support. At Venture Home, we pride ourselves on our comprehensive approach to real estate management. Our services include property marketing, tenant screening, lease administration, maintenance coordination, and financial reporting, ensuring peace of mind for property owners and a seamless living experience for tenants. Our deep knowledge of the Clearwater area and commitment to excellence make us the ideal choice for managing your real estate needs.
10300 49th Street North, Clearwater, Florida 33762, United States -
Carlson Brokerage Services LLC
● OpenCarlson Brokerage Services LLC is a reputable insurance agency located at 2173 Northeast Coachman Road, Clearwater, Florida, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, Carlson Brokerage Services LLC is dedicated to offering excellent customer service and expert advice. Whether you are looking for auto, home, life, or commercial insurance, their team of experienced professionals is ready to assist you in finding the best coverage options at competitive rates. Trust Carlson Brokerage Services LLC to protect what matters most to you.
2173 NE Coachman Rd, Clearwater, FL 33765, United States -
Thomas Greear, Bankers Life Agent
● ClosedThomas Greear, Bankers Life Agent is a reputable insurance agency located at 73 North Park Place Boulevard in Clearwater, Florida, United States. Specializing in providing insurance services for individuals and families, Thomas Greear offers personalized solutions to meet the unique needs of each client. With a commitment to excellence and a dedication to customer satisfaction, Thomas Greear, Bankers Life Agent is a trusted partner in helping clients secure their financial future. Contact them today to learn more about their insurance products and services.
73 N Park Pl Blvd # 101, Clearwater, FL 33759, United States -
Joanna Chavez, Bankers Life Agent
● ClosedJoanna Chavez, Bankers Life Agent is an insurance agency located at 73 North Park Place Boulevard in Clearwater, Florida, United States. Specializing in providing personalized insurance solutions, Joanna Chavez is dedicated to helping clients protect their financial future. With a focus on customer service and expertise in the insurance industry, clients can trust Joanna Chavez to provide them with the coverage they need to safeguard their assets and loved ones. Contact Joanna Chavez, Bankers Life Agent today to discuss your insurance needs and create a customized plan that fits your unique situation.
73 N Park Pl Blvd # 101, Clearwater, FL 33759, United States -
Pro Property Services, Inc.
● ClosedPro Property Services, Inc. is a property service company located at 2831 Trailwood Drive in Palm Harbor, Florida, United States. We specialize in property maintenance and repairs, giving you peace of mind knowing that your investment is in good hands. Whether your business is growing or you own multiple properties, hiring a property service company like us can help you save time and focus on other priorities. We serve various areas in Pinellas County, Pasco County, and Hillsborough County, including Belleair, Clearwater, Dunedin, Tampa, and more. Let us make property maintenance a breeze for you!
2831 Trailwood Dr, Palm Harbor, FL 34684, United States -
Prior Douglas
● OpenPrior Douglas is a prestigious law firm located at 5560 Roosevelt Boulevard in Clearwater, Florida. With a team of experienced and dedicated lawyers, Prior Douglas provides top-notch legal services to clients in various practice areas including personal injury, family law, real estate, and more. Known for their professionalism and commitment to achieving the best possible outcomes for their clients, Prior Douglas is a trusted institution in the legal community. Whether you are facing a complex legal issue or simply need guidance on a legal matter, the skilled attorneys at Prior Douglas are here to help.
5560 Roosevelt Blvd # 1, Clearwater, FL 33760, United States -
Yesner Law - Tampa Bankruptcy Lawyer
● ClosedYesner Law is a reputable institution located in Clearwater, Florida, dedicated to assisting homeowners, borrowers, consumers, and real estate investors with various legal matters. Specializing in Chapter 7 and 13 bankruptcy, debt alternatives, and real estate issues, Yesner Law offers personalized legal representation to help clients navigate through financial challenges. Whether it's filing for bankruptcy protection or exploring non-bankruptcy debt relief options, their experienced Tampa bankruptcy lawyers provide expert guidance and support to help clients achieve financial stability. With a strong commitment to protecting clients' rights and interests, Yesner Law ensures that each client receives comprehensive legal advice and assistance tailored to their specific needs. Led by founder Shawn M. Yesner, a seasoned attorney with years of experience, the team at Yesner Law is dedicated to helping clients understand their legal options and make informed decisions to resolve their financial issues. If you are facing overwhelming debt and financial distress, Yesner Law is here to help you explore your options and guide you towards a brighter financial future.
2753 State Rd 580 Suite 106, Clearwater, FL 33761, United States -
Sean Hoolihan - Raymond James
● OpenSean Hoolihan - Raymond James is a finance institution located at 28473 US Highway 19 North in Clearwater, Florida, United States. With a focus on providing personalized financial services, they offer expertise in investment management, retirement planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Sean Hoolihan - Raymond James is committed to providing the guidance and support you need to secure your financial future.
28473 US Hwy 19 N Suite 600, Clearwater, FL 33761, United States -
Merrill Lynch Financial Advisor Natalie Cetrulo
● ClosedMerrill Lynch Financial Advisor Natalie Cetrulo, located at 601 Cleveland Street, Clearwater, Florida, United States, offers personalized financial planning services tailored to your individual goals and priorities. With experience in managing concentrated stock positions and navigating important life transitions, such as retirement or inheritance, Natalie provides access to a range of financial services including trust and estate planning, credit, lending, and banking convenience through Bank of America. As a Registered Senior Wealth Management Client Associate, Natalie and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, they aim to understand your unique financial needs and preferences to create a customized financial approach that aligns with your goals.
601 Cleveland St Suite 900, Clearwater, FL 33755, United States -
Merrill Lynch Financial Advisor Heather Weber
● ClosedMerrill Lynch Financial Advisor Heather Weber is a distinguished institution located at 601 Cleveland Street, Clearwater, Florida, United States. Heather Weber, CPWA®, CRPS™, is a Wealth Management Advisor and Managing Director with extensive experience in the financial services industry. She specializes in wealth management for executives of public companies, privately-held business owners, and lottery winners, offering services such as risk management strategies, corporate relocation home financing, professional asset management, retirement, and estate planning. Heather has received prestigious recognitions from Barron's, showcasing her commitment to exemplary client service. As part of Merrill Lynch Wealth Management, Heather and her team focus on building strong client relationships based on trust and personalized service. They work closely with clients to create personalized financial plans tailored to their goals and priorities, with a focus on helping clients achieve their financial objectives. With access to the global resources of Merrill, Heather and her team are dedicated to helping clients navigate the complexities of the financial markets and make informed decisions to reach their financial goals. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about investment opportunities, Heather Weber and her team are committed to helping clients achieve their financial aspirations.
601 Cleveland St Suite 900, Clearwater, FL 33755, United States -
Merrill Lynch Financial Advisor Stephen R Hancock
● ClosedMerrill Lynch Financial Advisor Stephen R Hancock is located at 26301 US Highway 19 North, Clearwater, Florida, United States. At Hancock Hudson Wealth Management, our team is dedicated to helping clients achieve their financial goals through personalized service and care. We work with you to design goals-based financial strategies tailored to your unique priorities and retirement goals. Our team, supported by the global resources of Merrill, is committed to helping you pursue a retirement that aligns with your life. Through meaningful conversations, we get to know what matters most to you and use that understanding to create a personalized plan that considers your risk tolerance, time horizons, liquidity needs, and financial situation. As your life and goals change, we provide tools to help you stay on track and make adjustments to your financial approach. Our team, comprised of talented individuals, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of services including personalized or defined strategies managed by a Portfolio Manager, Merrill Personal Wealth Analysis™, and access to comprehensive financial solutions from Bank of America. We believe in putting you first and working with you to develop a wealth management approach for the future. Certified by the CFP Board, we provide investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and we do not provide legal, tax, or accounting advice. Contact us today to start building a customized investment approach that addresses your needs and helps you pursue your goals.
26301 US Hwy 19 N, Clearwater, FL 33761, United States -
Charles J. O'Donnell, CPA
● ClosedCharles J. O'Donnell, CPA is a reputable accounting and finance institution located at 26133 US Highway 19 North in Clearwater, Florida, United States. With a team of highly skilled and experienced Certified Public Accountants, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Charles J. O'Donnell, CPA for accurate and reliable financial advice and services to help them achieve their financial goals.
26133 US Hwy 19 N #311, Clearwater, FL 33763, United States -
Adam Skonicki - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAdam Skonicki is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 28100 US Highway 19 North, Clearwater, Florida. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing comprehensive financial planning services, Adam Skonicki is dedicated to helping individuals and small business owners achieve their financial goals. Whether you need assistance with wealth transfers, retirement planning, or investment management, Adam Skonicki is a trusted advisor who can help guide you through complex financial decisions.
28100 US Hwy 19 N Ste 400, Clearwater, FL 33761, United States -
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAaron David Schenkman is a financial advisor at Ameriprise Financial Services, LLC located at 567 South Duncan Avenue, Clearwater, Florida, United States. He holds various 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Aaron is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice. His commitment to ethical practices and continued education sets him apart as a trusted financial advisor in the Clearwater area.
567 S Duncan Ave, Clearwater, FL 33756, United States -
Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 18167 US Highway 19 North, Clearwater, Florida, United States. Brad Berg holds various 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®. Brad Berg specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and risk management, Brad Berg is dedicated to helping clients achieve their financial goals. Additionally, Brad Berg is trained to assist veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® designation. Trust Brad Berg at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
18167 US Hwy 19 N Ste 195, Clearwater, FL 33764, United States -
Sage Point Financial
● OpenSage Point Financial is a renowned financial institution located at 2764 Sunset Point Road in Clearwater, Florida, United States. Specializing in finance, Sage Point Financial offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Sage Point Financial is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Sage Point Financial is your trusted partner for all your financial needs. Visit us today to learn more about how we can help you secure a brighter financial future.
2764 Sunset Point Rd STE 600, Clearwater, FL 33759, United States -
Merrill Lynch Financial Advisor David Carruthers
● ClosedAt Merrill Lynch Financial Advisor David Carruthers, located at 26301 US Highway 19 North, Clearwater, Florida, United States, our team at Valaes, Carruthers, & Associates is dedicated to helping clients achieve their financial goals. We offer personalized wealth management plans focusing on retirement income planning, legacy and estate services, education funding, health care planning, liability management, and tax minimization strategies. Our clients also have access to personal and private banking, lending services, and commercial banking through Bank of America and Bank of America Private Bank. As Merrill Lynch Wealth Management Advisors, we work closely with clients to create a strategy built around their priorities, supported by thoughtful investment guidance. Our team coordinates with other professionals, such as estate attorneys and CPAs, to offer a cohesive strategy and ease communication overload. Clients benefit from a customized portfolio, frequent portfolio analysis, generational estate planning services, investment opportunities, and risk mitigation. Online capabilities through MyMerrill.com & the MyMerrill mobile app provide real-time access to investment accounts, portfolio summaries, statements, mobile bill pay, account history, and more. Our team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help clients document a personalized plan centered on their goals. Our goal is to help clients stay on track to achieve what's most important to them by adapting their financial approach as needed. With a focus on personalized investment strategies and comprehensive financial solutions, we put our clients first every day. Contact us to learn more about how we can help you achieve your financial goals.
26301 US Hwy 19 N, Clearwater, FL 33761, United States -
Copeland Morgan LLC
● ClosedCopeland Morgan LLC is a top-rated real estate agency located in St. Petersburg, Florida, at 5600 Doctor Martin Luther King Junior Street North. Led by real estate investor and broker Jeff Copeland, our agency specializes in providing expert real estate sales and property management services in the Tampa-St. Petersburg-Clearwater area. Whether you are a seasoned investor, a first-time home buyer, a tenant, or a distressed homeowner, our team has the knowledge and experience to assist you with all your real estate needs. We offer services such as property management, real estate sales, and hard money loans. Our agency is known for being investor-friendly and dedicated to providing professional advice and support at every step of the real estate process. If you are looking for a trusted brokerage to help you with your real estate investments in the Tampa Bay area, Copeland Morgan LLC is the right choice for you. Contact us today to learn more about how we can help you achieve your real estate goals.
5600 Dr M.L.K. Jr St N, St. Petersburg, FL 33703, United States -
Helping Hands Mediation Services
● ClosedWelcome to Helping Hands Mediation Services, your trusted partner in navigating the complexities of divorce and financial separation with dignity and respect. Located at 8282 Sycamore Drive, New Port Richey, Florida, we specialize in mediation and document preparation to help you take control of your future. At Helping Hands Mediation Services, we understand that divorce doesn't always have to be a conflict-ridden, adversarial process. Many couples can work together amicably to reach a mutually satisfying agreement, leading to an uncontested divorce. This approach is not only more peaceful but also more cost-effective, allowing you to retain more of your finances for your future and your children's well-being.
8282 Sycamore Drive, New Port Richey, Florida 34654, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your trusted financial partner located at 423 Mandalay Avenue, Clearwater, Florida 33767. As a part of the Truist Financial Corporation family, we are committed to providing a range of financial services to meet your needs. At Truist - ATM, you can explore whether you're pre-qualified for a Truist credit card and find the right loan by sharing your financial goals with us. Our comprehensive services are backed by the expertise of several affiliates of Truist Financial Corporation. These include banking products and services, loans, and deposit accounts provided by Truist Bank, a proud Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company offer specialized services.
423 Mandalay Avenue, Clearwater, Florida 33767, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking, finance, and insurance located at 423 Mandalay Avenue, Clearwater, Florida. We are committed to helping you achieve your financial goals with a wide range of services tailored to your needs. Whether you're interested in seeing if you're pre-qualified for a Truist credit card or finding the right loan, our expert team is here to guide you every step of the way. At Truist, we offer comprehensive banking products and services through Truist Bank, a proud Member FDIC. Our trust and investment management services are provided by Truist Bank and Truist Delaware Trust Company, while securities, brokerage accounts, and insurance products are available through Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency. For personalized investment advisory services, you can rely on Truist Advisory Services, Inc. and GFO Advisory Services, LLC.
423 Mandalay Avenue, Clearwater, Florida 33767, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your trusted financial partner located at 601 Cleveland Street, Clearwater, Florida 33755. As part of the Truist Financial Corporation family, we are committed to providing a comprehensive range of financial services to meet your needs. Explore our offerings and see if you're pre-qualified for a Truist credit card or find the right loan tailored to your goals. Our affiliates provide a wide array of services, including banking products, loans, and deposit accounts through Truist Bank, a Member FDIC. Trust and investment management services are provided by Truist Bank and Truist Delaware Trust Company.
601 Cleveland Street, Clearwater, Florida 33755, United States
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