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TOP 30 Estate and trust services in Jacksonville, FL
187 results found
Search for local businesses, places and services near you
Rock Solid Law & Title
Rock Solid Law & Title is a trusted institution located in Ponte Vedra Beach, Florida, specializing in business law, real estate, estate planning, and probate and trust administration. Founded by attorney John Miller, known as "The Legal Lifeguards of the Jacksonville Beaches", the firm has been providing expert guidance to clients for over 30 years. Whether it's helping families preserve their wealth and legacy, assisting businesses as outside general counsel, or facilitating smooth real estate transactions, Rock Solid Law & Title is committed to excellence and professionalism. Named one of the fastest growing law firms in Florida and the United States, the firm prides itself on its dedication to the local community.
Mizell Insurance Agency
Mizell Insurance Agency, located at 11893 New Kings Road in Jacksonville, Florida, is a trusted insurance agency that also offers real estate services. Whether you're in need of auto, home, commercial, or other types of insurance, we are here to help. Give us a little information to get started on an insurance quote today and let us find the perfect coverage for your needs. Trust Mizell Insurance Agency for all your insurance needs in Jacksonville.
Das Financials Inc
Das Financials Inc is a finance institution located at 3320 Park Street in Jacksonville, Florida. With over 36 years of experience, our Certified Financial Planner and Chartered Accountant, Arun Kaushal, provides consulting, accounting, tax, and insurance services to individuals, small businesses, corporations, self-employed professionals, trusts, and estates. Our team is dedicated to upholding high ethical and educational standards to ensure that our clients receive the best financial planning recommendations. Let us help you navigate the complexities of the financial world and develop a comprehensive plan for your financial future. Contact us today to take the hassle out of managing your finances!
Jerald I Seebol - Morgan Stanley
Jerald I Seebol - Morgan Stanley is a reputable finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team at Jerald I Seebol - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, you can trust in the expertise and professionalism of Jerald I Seebol - Morgan Stanley.
TAX UNION GROUP
Tax Union Group is an accounting and finance institution located at 798 Edgewood Avenue North in Jacksonville, Florida, United States. We offer services such as business tax preparation, individual tax preparation, trust, gift, and estate tax preparation, as well as non-profit tax preparation. At Tax Union Group, we aim to provide a professional and client-oriented environment to help alleviate the stress of tax season. Our team is committed to growing our business with honesty, integrity, and loyalty, ensuring that our clients feel like royalty when working with us.
Murphy Business & Financial Corporation
Murphy Business & Financial Corporation is a renowned finance and real estate agency located at 1301 Riverplace Boulevard in Jacksonville, Florida, United States. With a strong reputation for excellence and expertise in the industry, Murphy Business & Financial Corporation offers a wide range of services including financial consulting, business brokerage, and real estate transactions. Their team of professionals is dedicated to providing top-notch service and personalized solutions to meet the unique needs of their clients. Whether you are looking to buy or sell a business, invest in real estate, or secure financing, Murphy Business & Financial Corporation is the trusted partner you can rely on for all your financial and real estate needs.
Congruent Wealth
Congruent Wealth is a leading finance institution located at 7077 Bonneval Road in Jacksonville, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Congruent Wealth, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.
DAS Financial
DAS Financial, located at 12724 Gran Bay Parkway in Jacksonville, Florida, is a reputable institution with over 36 years of experience in providing consulting, accounting, tax, and insurance services. Led by Certified Financial Planner and Chartered Accountant Arun Kaushal, DAS Financials offers a range of services to individuals, small businesses, corporations, self-employed professionals, trusts, and estates. With a focus on high ethical and educational standards, our team of experts is dedicated to helping clients navigate the complexities of the financial world and develop comprehensive plans for their financial future. Whether you need assistance with tax planning, insurance services, or financial consulting, DAS Financials is here to help you prosper with confidence. Contact us today to learn more about how we can assist you in making sense of your finances and achieving your financial goals.
Joseph J. Maltese, CFP
Joseph J. Maltese, CFP is a renowned financial institution located at 3112 Saint Johns Bluff Road South in Jacksonville, Florida. Specializing in financial planning and wealth management, Joseph J. Maltese, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution is dedicated to providing top-quality service to individuals and businesses in the Jacksonville area. Whether you are looking for retirement planning, investment strategies, or estate planning, Joseph J. Maltese, CFP is the trusted partner you can rely on for all your financial needs.
Gunn & Company
Located at 13901 Sutton Park Drive South in Jacksonville, Florida, Gunn & Company is a client-focused CPA and financial planning firm specializing in tax planning and preparation services. Our goal is to help families achieve their most important life goals while ensuring all aspects of their finances are taken into consideration. At Gunn & Company, we believe in creating a comprehensive financial strategy that aligns with your long-term goals. Whether you are working towards financial independence, approaching retirement, or already retired, our team can help you navigate your financial journey while protecting your loved ones.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4800 East Deer Lake Drive in Jacksonville, Florida, offers a range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their goals and financial situation. They collaborate with industry analysts and specialists to create tailored financial strategies designed to meet long-term objectives. The branch also actively participates in charitable outreach to support local communities and non-profit organizations.
PNC Private Bank
PNC Private Bank is a finance institution located at 5011 Gateway Pkwy N in Jacksonville, Florida, United States. As a leading provider of private banking services, PNC offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, PNC Private Bank provides comprehensive financial planning, investment management, estate planning, and trust services to help clients achieve their financial goals. Visit PNC Private Bank today to experience the difference personalized banking can make in your financial future.
Yankwitt Law Firm PLLC..
Yankwitt Law Firm PLLC is a reputable legal institution located at 841 Prudential Drive in Jacksonville, Florida. With a team of experienced attorneys, they provide top-notch legal services to clients in various practice areas. Whether you need assistance with personal injury, family law, real estate, or business law matters, Yankwitt Law Firm PLLC is dedicated to providing personalized and effective legal solutions. Their commitment to excellence and client satisfaction sets them apart as a trusted legal partner in the Jacksonville community.
Butler Law Group
Butler Law Group is a prestigious law firm located at 1506 Prudential Drive in Jacksonville, Florida. Specializing in various areas of law, the experienced team at Butler Law Group is dedicated to providing top-notch legal services to clients in need. With a commitment to excellence and a track record of success, Butler Law Group is a trusted and reliable choice for anyone seeking legal representation in the United States.
Maxey Law, P.A.
Maxey Law, P.A. is a reputable law firm located at 121 West Forsyth Street in Jacksonville, Florida, United States. Specializing in various legal matters, their team of experienced attorneys is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, Maxey Law, P.A. is committed to helping you navigate the legal system with professionalism and expertise. With a track record of success and a focus on client satisfaction, Maxey Law, P.A. is a trusted choice for legal representation in the Jacksonville area.
Grady H. Williams, Jr., LL.M. Attorneys at Law PA
Grady H. Williams, Jr., LL.M. Attorneys at Law PA is a legal institution located in Jacksonville, Florida, offering caring, compassionate, and knowledgeable legal services for over 20 years. Specializing in legal expertise for the elderly and their families, our dedicated team is committed to providing financial security, peace of mind, and personal dignity to our clients. We stay up-to-date on the laws that affect our clients and aim to provide the best legal advice possible. Serving clients in various areas in Florida, including Jacksonville, Ponte Vedra Beach, St. Augustine, and more, we are here to guide you through complex legal issues related to elder law and estate planning. Don't be a victim of one-size-fits-all planning - know your legal rights and act accordingly. Fill out the necessary forms and bring them to your first meeting with us. Legal Disclaimer: Copyright 2023 Grady Williams Secure Document Portal.
The Law Offies of William W. Kurtz Jr., P.A.
The Law Offices of William W. Kurtz Jr., P.A. is a reputable legal institution located at 301 West Bay Street in Jacksonville, Florida, United States. With a focus on providing high-quality legal services, the firm is known for its expertise in various areas of law including personal injury, criminal defense, family law, and estate planning. Led by experienced attorney William W. Kurtz Jr., the team at this firm is dedicated to providing personalized and effective legal representation to clients. Whether you are facing a legal issue or need assistance with estate planning, The Law Offices of William W. Kurtz Jr., P.A. is committed to helping you navigate the legal system with confidence and peace of mind.
The Law Offices of James D Allen PA
The Law Offices of James D Allen PA is a prestigious legal institution located at 50 North Laura Street in Jacksonville, Florida. Led by experienced attorney James D Allen, the firm specializes in providing expert legal services in various areas of law. With a strong reputation for professionalism and integrity, the team at The Law Offices of James D Allen PA is dedicated to providing top-notch representation and personalized attention to each client. Whether you are facing a criminal charge, dealing with a family law matter, or need assistance with a personal injury case, you can trust in the expertise and commitment of the lawyers at this esteemed institution.
The Haymond Law Firm
The Haymond Law Firm is a reputable legal institution located at 1301 Riverplace Boulevard in Jacksonville, Florida. Specializing in various areas of law, their team of experienced attorneys are dedicated to providing top-notch legal services to clients in need. With a focus on delivering personalized and effective solutions, The Haymond Law Firm is committed to achieving the best possible outcome for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, you can trust The Haymond Law Firm to handle your legal matters with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Elizabeth Brennan Law Firm, PLLC
Elizabeth Brennan Law Firm, PLLC is a highly respected legal institution located at 10752 Deerwood Park Boulevard in Jacksonville, Florida, United States. Specializing in various areas of law, including family law, estate planning, and business law, the firm is known for providing top-notch legal services to clients in need. Led by experienced attorney Elizabeth Brennan, the firm is dedicated to advocating for their clients' best interests and providing expert guidance through every step of the legal process. With a reputation for professionalism, integrity, and a commitment to achieving positive outcomes for their clients, Elizabeth Brennan Law Firm, PLLC is a trusted resource for legal representation in the Jacksonville area.
Newman Law Firm, PA
Newman Law Firm, PA is a reputable law firm located at 4741 Atlantic Boulevard in Jacksonville, Florida. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are facing a criminal charge, need assistance with a personal injury case, or require help with estate planning, Newman Law Firm, PA is here to guide you through the legal process with professionalism and expertise. Contact them today for a consultation and let them help you navigate the complexities of the legal system.
Ezell Law Firm, P.A.
Ezell Law Firm, P.A. is a reputable institution located at 1010 East Adams Street in Jacksonville, Florida, United States. Specializing in accounting, finance, and legal services, the firm's primary focus is on commercial real estate and land development transactions. With a team of skilled professionals, Ezell Law Firm also offers expertise in business transactions, property rights, government relations, public finance, corporate and business association law, and estate planning. At Ezell Law Firm, clients can expect high-quality, personalized, and financially predictable representation for their commercial real estate and business needs. The firm's flat-fee pricing structure provides certainty in uncertain times, allowing them to focus exclusively on meeting the needs of their clients. The firm is committed to providing the best legal services upfront, ensuring that clients know exactly how much their services will cost.
St. Johns Title
St. Johns Title is a premier title company located at 159 Hampton Point Drive in St. Augustine, Florida. Serving Jacksonville, Ponte Vedra, Saint Johns, and St. Augustine, our attorney-owned firm is dedicated to exceeding our clients' expectations in real estate transactions. With over seven decades of combined professional experience, our team takes a collaborative approach to every closing, ensuring a smooth and seamless process. We are deeply invested in the Northeast Florida community and committed to providing exemplary service to clients across the state, region, and country. Whether you're buying, selling, or refinancing, St. Johns Title is your trusted partner for all your real estate and title needs. Contact us today for a free consultation and experience the professionalism, quality, and competence that sets us apart.
The Coleman Law Firm, PLLC
The Coleman Law Firm, PLLC is a trusted legal institution located at 5011 Gate Parkway in Jacksonville, Florida. Our team of experienced attorneys is dedicated to providing exceptional legal services in a wide range of practice areas, including estate planning, elder law, probate, and asset protection. We prioritize personalized attention and tailored solutions for each client, ensuring that their unique needs and goals are met. With a commitment to excellence and a track record of success, The Coleman Law Firm, PLLC is the go-to choice for individuals and families seeking expert legal representation in Jacksonville and beyond.
J. Riley Williams, PLC
J. Riley Williams, PLC is an insurance agency located at 2141 Park Street in Jacksonville, Florida, United States. With a team of over 30 individuals, including 8 attorneys, we are dedicated to prioritizing your needs and ensuring that your sales transactions are successful and stress-free. Our experienced team has been serving the local community for 17 years, and we are committed to providing personalized and efficient services tailored to your specific requirements. We understand the importance of having a reliable title agent who communicates effectively and prioritizes your interests. At J. Riley Williams, PLC, we work closely with you throughout the entire process to ensure that your transactions are completed smoothly and on time. Our goal is to help you close more sales, attract more customers, and establish yourself as a trusted and respected real estate agent in the community.
Regan Atwood P.A.
Regan Atwood P.A. is a reputable institution located at 9905 Old Saint Augustine Road in Jacksonville, Florida, United States. We are dedicated to providing high-quality legal services to our clients, specializing in areas such as personal injury, family law, and estate planning. Our team of experienced attorneys is committed to achieving the best possible outcomes for our clients, offering personalized attention and expert guidance throughout the legal process. Trust Regan Atwood P.A. to handle your legal needs with professionalism and care.
Holland Law
Holland Law is a reputable law firm located at 4141 Southpoint Drive East in Jacksonville, Florida. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Holland Law is here to help. With a commitment to professionalism and client satisfaction, Holland Law is a trusted institution in the legal community. Contact them today for expert legal representation.
FISHER, TOUSEY, LEAS & BALL, P.A
Fisher, Tousey, Leas & Ball, P.A. is a trusted institution located at 818 A1A North in Ponte Vedra Beach, Florida, United States. Since 1978, we have been providing personalized legal services to our community, helping individuals and businesses with their assets, wealth, and legacy planning. With four convenient law offices in Jacksonville, Amelia Island, Ponte Vedra, and St. Johns County, FL, our team of experienced tax and estate planning attorneys is ready to guide you towards achieving peace of mind about your financial future. Contact us today to schedule an appointment and protect your legacy.
Christina Coen - Raymond James
Christina Coen - Raymond James is a leading financial institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is dedicated to providing personalized solutions tailored to your individual needs. Trust Christina Coen - Raymond James to help you navigate the complexities of the financial world and secure your financial future.
Parker Barriball - Morgan Stanley
Parker Barriball - Morgan Stanley is a renowned finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. As a part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Parker Barriball - Morgan Stanley is dedicated to providing top-notch financial solutions to individuals, businesses, and institutions. Whether you are looking to grow your wealth, plan for the future, or manage your assets, this institution is committed to helping you achieve your financial goals.
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