TOP 10 Estate and trust planning in Florida

Welcome to Gfa Wealth Design, your trusted partner in financial planning and wealth management, conveniently located at 12597 New Brittany Boulevard, Fort Myers, Florida. At Gfa Wealth Design, we are dedicated to helping you achieve your financial goals through personalized and comprehensive financial strategies. Our expert team specializes in a wide range of services, including investment management, retirement planning, estate planning, and tax optimization. We pride ourselves on building long-lasting relationships with our clients, offering tailored solutions that align with your unique needs and aspirations. Whether you are planning for your future or seeking to optimize your current financial situation, Gfa Wealth Design is here to guide you every step of the way. Discover the peace of mind that comes with expert financial guidance and a commitment to your financial success. Visit us today and take the first step towards a secure and prosperous future.

Welcome to Retirement by Design, your trusted partner in financial planning located in the heart of Fort Myers, Florida. Situated at 13450 Parker Commons Boulevard, our firm specializes in crafting personalized retirement plans tailored to meet your unique financial goals and lifestyle aspirations. Our team of experienced advisors is dedicated to guiding you through the complexities of retirement planning, ensuring a secure and fulfilling future. Whether you're just starting to save or are nearing retirement, we offer comprehensive services including investment management, income strategies, and estate planning. At Retirement by Design, we believe in empowering our clients with the knowledge and confidence to enjoy their golden years. Visit us today and discover how we can help you design the retirement of your dreams.

Welcome to LEN Financial Services, your trusted partner in financial solutions located in the heart of Fort Myers, Florida. Situated at 6237 Presidential Court, our firm is dedicated to providing personalized and comprehensive financial services to meet the unique needs of individuals and businesses in the community. At LEN Financial Services, we pride ourselves on delivering expert guidance and support across a wide range of financial areas, including retirement planning, investment management, tax strategies, and estate planning. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored strategies that align with your personal and professional aspirations.

Welcome to Gulf Coast Financial Group, where your financial future is our top priority. Conveniently located at 8695 College Parkway in Fort Myers, Florida, we are dedicated to providing personalized financial services to meet the unique needs of our clients. With a deep understanding of the local market and a commitment to excellence, our team of experienced professionals is here to guide you through every step of your financial journey. At Gulf Coast Financial Group, we offer a comprehensive range of services, including financial planning, investment management, retirement planning, and wealth preservation strategies. Our goal is to help you achieve financial security and peace of mind, whether you're planning for retirement, managing your investments, or seeking advice on estate planning.

Welcome to Michael S. Fernland - State Farm Insurance Agent, your trusted partner in securing your future and protecting what matters most. Conveniently located at 8250 College Parkway, Fort Myers, Florida, just across from Canterbury School and in the first building of Fountain Court, we are proud to serve all of Florida with a comprehensive range of insurance and financial services. As your dedicated State Farm Agent, I bring a decade of experience in professional advisory services, specializing in Auto, Real Estate, and Insurance. My journey with State Farm began as a team member, and it laid the foundation for my role as your Good Neighbor, committed to helping you achieve your goals.

Welcome to Florida Farm Bureau Insurance, your trusted local insurance agency located at 14180 Metropolis Avenue, Fort Myers, Florida. For over 70 years, our dedicated agents and adjusters have been serving communities across Florida with unwavering commitment to helping families protect what matters most. At Florida Farm Bureau, we understand the importance of safeguarding your home and vehicles. Our experienced team is here to guide you through a full range of auto and home coverage options tailored to meet your unique needs. We are proud of our DriveDown program, which rewards safe driving with deductible savings, helping you save money while staying protected.

Welcome to WRI Capital Group, INC, your premier destination for comprehensive financial and real estate solutions in Fort Myers, Florida. Conveniently located at 9720 Commerce Center Court, we are proud to serve the local community and beyond with a wide range of services tailored to meet your financial needs. As a trusted name in the industry, WRI Capital Group, INC offers a full spectrum of services including ATM access, banking solutions, financial planning, and real estate agency expertise. Whether you are looking to manage your finances, invest in real estate, or explore innovative financial strategies, our experienced team is here to guide you every step of the way.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and wealth management, located at 2407 Palm Ridge Road, Sanibel, Florida. As a leading financial services firm, we are dedicated to providing personalized investment solutions tailored to meet your unique financial goals. Our team of experienced advisors is committed to guiding you through every step of your financial journey, offering expert advice in areas such as retirement planning, asset management, and estate planning. At Wells Fargo Advisors, we prioritize building long-lasting relationships with our clients, ensuring that your financial future is secure and prosperous. Visit us today and discover how we can help you achieve your financial aspirations with confidence and clarity.

Welcome to Acentria Insurance, your trusted partner in safeguarding what matters most. Located at 8840 Terrene Court, Bonita Springs, Florida, our agency is dedicated to providing comprehensive insurance solutions with a personal touch. Whether you need personal, business, health, or life insurance, our expert team is here to ensure you have the protection you need against life's unpredictabilities. At Acentria Insurance, we pride ourselves on offering individualized attention and customized plans that leverage our deep industry expertise. Our commitment to excellence is reflected in our award-winning company culture and community-minded spirit, making us a top insurance workplace.

Welcome to Truist - ATM, your trusted financial partner located at 26731 South Tamiami Trail, Bonita Springs, Florida 34134. As part of Truist Financial Corporation, we are committed to providing a comprehensive range of financial services tailored to meet your needs. At our Bonita Springs location, you can explore a variety of banking products and services, including loans and deposit accounts, offered by Truist Bank, a Member FDIC. Whether you're interested in finding the right loan or seeing if you're pre-qualified for a Truist credit card, we are here to assist you.

Welcome to Charles Braniff - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida 34110. Our mission is to provide personalized financial advice to help you achieve your financial goals. Charles Braniff is a highly qualified financial advisor, bringing a wealth of knowledge and expertise in various aspects of financial planning and asset management. Holding multiple prestigious designations, Charles is dedicated to offering comprehensive financial services tailored to your unique needs.

Welcome to Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida. As a dedicated financial advisor, Benjamin Dreon is committed to providing personalized financial solutions tailored to meet the diverse needs of individuals, retirees, and small business owners. With a robust suite of certifications and designations, Benjamin Dreon offers expertise in various aspects of financial planning and asset management. Our services are underpinned by a strong ethical foundation and a commitment to excellence, as demonstrated by our advisor's numerous certifications. These include the AAMS™ certification, which focuses on asset allocation and investment strategies, and the APMA™ designation, which emphasizes portfolio management. Our advisor is also an ADPA™ Accredited Domestic Partnership Advisor™, skilled in addressing the unique financial needs of domestic partners, and a holder of the AEP® designation, specializing in estate planning.

Welcome to John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1004 Collier Center Way, Naples, Florida, John Reamer is your dedicated partner in navigating the complex world of personal finance. Specializing in comprehensive wealth management, John brings a wealth of knowledge and expertise to help you achieve your financial goals.

Welcome to Fifth Third Private Bank - Christopher Milne, your trusted partner in financial success, located at 999 Vanderbilt Beach Road, Naples, Florida 34108. As a premier finance institution, we specialize in providing personalized wealth management services tailored to meet your unique financial goals. Our dedicated professionals are committed to delivering exceptional guidance and advice, ensuring you make informed decisions for your financial future. Whether you're planning for retirement, managing investments, or seeking estate planning solutions, our team is here to support you every step of the way. Discover the difference of working with Fifth Third Private Bank and let us help you achieve financial confidence and security. Visit us today and find out how our expertise can make a difference in your financial journey.

Welcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.

Welcome to Lynette J. Susi - Morgan Stanley, your trusted partner in financial planning and wealth management, located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. With a commitment to excellence and a deep understanding of the financial landscape, Lynette J. Susi and her team offer a comprehensive range of services including investment advisory, retirement planning, estate planning, and more. Whether you're looking to grow your wealth, secure your retirement, or plan for future generations, we are here to guide you every step of the way. Visit us today and discover how our expertise can help you achieve financial success.

Welcome to Frank Sakowski - Morgan Stanley, your trusted partner in financial services, located at 8889 Pelican Bay Boulevard, Naples, Florida. We specialize in offering personalized financial solutions tailored to meet your unique needs and goals. With years of experience in the finance industry, our team is committed to providing comprehensive wealth management, investment strategies, and retirement planning services. At Frank Sakowski - Morgan Stanley, we understand that every client's financial journey is different. That's why we take the time to listen and develop customized strategies that align with your aspirations. Whether you're planning for retirement, managing your investments, or seeking advice on estate planning, our dedicated professionals are here to guide you every step of the way.

Welcome to The Mendoza Gebeau Group at Morgan Stanley, located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, we are a premier financial advisory team dedicated to helping you achieve your financial goals. With a commitment to personalized service and a wealth of expertise, we offer a comprehensive range of financial planning and investment management services tailored to meet the unique needs of our clients. Our team at The Mendoza Gebeau Group prides itself on building strong, lasting relationships with our clients, guiding them through every stage of their financial journey. Whether you are planning for retirement, looking to grow your wealth, or seeking advice on estate planning, we are here to provide you with the insights and strategies necessary to make informed financial decisions.

Welcome to Lawrence W Catena - Morgan Stanley, your trusted partner in financial services, located at 8889 Pelican Bay Boulevard, Naples, Florida. As a leading financial advisory firm, we are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Our team is committed to providing comprehensive wealth management solutions, including investment planning, retirement strategies, and estate planning. With years of experience in the finance industry, we pride ourselves on delivering exceptional service and tailored advice to meet the unique needs of our clients. Visit us in Naples to discover how we can help you secure a prosperous financial future.

Welcome to Kodie S Fridley - Morgan Stanley, your trusted partner in financial planning and investment management located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our dedicated team is committed to providing personalized financial solutions tailored to meet the unique needs of each client. At Kodie S Fridley - Morgan Stanley, we pride ourselves on our comprehensive approach to wealth management, offering a wide range of services including investment strategies, retirement planning, estate planning, and risk management. Our goal is to help you achieve financial success through careful planning and informed decision-making.

Welcome to The Stephens Group - UBS Financial Services Inc., your trusted partner in financial planning and wealth management. Conveniently located at 801 Laurel Oak Drive, Naples, Florida, our team of experienced financial advisors is dedicated to helping you achieve your financial goals. At The Stephens Group, we offer a comprehensive range of services tailored to meet your unique needs, including investment management, retirement planning, estate planning, and risk management. Our client-centric approach ensures that we understand your financial aspirations and work diligently to create personalized strategies that align with your objectives.

Welcome to BNY Wealth Naples FL, your trusted partner in wealth management located at 4850 Tamiami Trail North, Naples, Florida. As a distinguished member of the BNY Mellon family, we bring over 240 years of experience in guiding successful individuals and families in building, managing, and sustaining their wealth across generations and market cycles. At BNY Wealth, we believe that successful investing is not just about what you make, but what you keep. Our Chief Investment Officer, Sinead Colton Grant, shares insights on our mid-year 2024 outlook, helping investors navigate the complexities of today's financial landscape.

Welcome to Truist, your trusted financial partner located at 2092 9th Street North, Naples, Florida 34102. We are committed to providing a comprehensive range of financial services to meet your diverse needs. At Truist, you can explore a variety of banking products and services, including loans and deposit accounts, all offered by Truist Bank, a proud Member of FDIC. Looking to see if you qualify for a Truist credit card? We make it easy for you to check your pre-qualification status. Additionally, if you're in the market for a loan, we can guide you to find the right option tailored to your financial goals.

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

Welcome to Sarasota Catering Company, your premier choice for exceptional catering services in Sarasota, FL. Located at 6544 Superior Ave, Sarasota Catering Company is dedicated to delivering fabulous food and impeccable service with style, tailored to meet all your catering needs. Whether you're planning a wedding, corporate event, birthday celebration, Quinceañera, Bar or Bat Mitzvah, intimate dinner party, or any special occasion, we specialize in creating memorable experiences through exquisite cuisine and professional service. Our full-service, off-premise catering and party planning ensure that every detail of your event is flawlessly executed. As a fully licensed and insured catering company, we boast an impeccable reputation and a loyal clientele. One of the few caterers licensed to serve alcoholic beverages off-premise, we offer a comprehensive range of services to complement your event while respecting your budget.

Welcome to Jewelry Appraisals by Chris Bowen, your trusted partner for professional and accurate jewelry appraisal services in Pensacola, Florida. Conveniently located at 310 Perry Avenue, our business is dedicated to providing expert evaluations and assessments of your precious items. With a deep understanding of the intricacies of fine jewelry, Chris Bowen brings years of experience and a keen eye for detail to ensure that each appraisal reflects true market value. Whether you need an appraisal for insurance purposes, estate planning, or resale, we offer comprehensive services tailored to meet your unique needs. Our commitment to integrity and precision ensures that you receive reliable and unbiased assessments. At Jewelry Appraisals by Chris Bowen, we take pride in our transparent and customer-focused approach, providing you with peace of mind and confidence in the valuation of your treasured pieces.

Welcome to Max K. McGee, CPA, PA, your trusted partner in accounting and financial services, conveniently located at 609 North Main Street, Chiefland, Florida. With a commitment to delivering personalized and professional financial solutions, we cater to both individuals and businesses, helping them navigate the complexities of today's financial landscape. At Max K. McGee, CPA, PA, we pride ourselves on our comprehensive range of services, including tax preparation and planning, bookkeeping, financial consulting, and estate planning. Our team of experienced professionals is dedicated to providing accurate and timely services tailored to meet your unique needs and goals.

Welcome to Walters & Associates, CPAs, your trusted partner in accounting and financial services, located at 5858 Central Avenue, St. Petersburg, Florida. We are a team of dedicated professionals committed to reinventing your business success through personalized tax guidance and strategic financial solutions. Our refreshing approach to tax-based accounting ensures that your financial goals are met with precision and care. At Walters & Associates, we understand the complexities of the financial landscape and offer a comprehensive range of services to simplify your business operations. Our expertise in audit maximization, financial control analysis, and business performance ensures you receive the highest return on investment. With over 500 financial projections submitted to AHCA without denials, our track record speaks for itself.

Welcome to Maven Accounting Solutions, your trusted partner in accounting and business consulting located in the heart of St. Petersburg, Florida. Situated at 11 Beach Drive Southeast, our firm is dedicated to delivering world-class, high-touch solutions tailored to meet the unique needs of organizations of all sizes. Whether you're a small startup or a large corporation, our team of seasoned professionals is here to guide you through every financial challenge with expertise and care. At Maven Accounting Solutions, we pride ourselves on our personalized approach, ensuring that each client receives the attention and customized strategies they deserve. Let us help you navigate the complexities of accounting and finance, so you can focus on what you do best—growing your business. Visit us today and discover how we can elevate your financial success.

Welcome to KLR, your trusted partner in accounting and finance, conveniently located at 1201 6th Avenue West, Bradenton, Florida. At KLR, we offer a comprehensive suite of financial and management assurance services designed to help your business reach its full potential. Our expertise spans traditional financial due diligence, complex transaction finance, and the implementation of robust policies and infrastructure to safeguard against cyber threats. Understanding the tax implications of every business and investment decision is crucial. That's why we provide tailored tax strategies for individuals and families, focusing on income, estate, and gift tax planning. Our valuation and litigation professionals are nationally accredited and highly trained, ensuring top-notch service in these specialized areas.