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TOP 30 Estate and trust services in Jacksonville, FL
187 results found
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Camarda Wealth Advisory Group
Camarda Wealth Advisory Group, located at 4600 Touchton Road in Jacksonville, Florida, is a finance institution specializing in growing generational wealth for families since 1993. Led by a nationally recognized PhD-led wealth management team, they offer a range of services including active portfolio management, tax reduction advice, asset protection, estate and trust planning, retirement income mapping, risk management, and much more. As fee-only fiduciaries, Camarda Wealth Advisory Group works solely for their clients' best interests, not commissions. Their team of PhDs and CFA®s with decades of experience provides impressive credentials for the financial guidance needed to maximize wealth. Unlike many advisors who use passive strategies, Camarda actively watches the markets to maximize gains and avoid major losses.
Merrill Lynch Financial Advisor Tony Conticelli
Located at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Tony Conticelli offers a comprehensive approach to managing wealth. With over 25 years of experience in the financial services industry, Tony focuses on understanding the priorities of high-net-worth individuals and families to provide personalized attention and disciplined portfolio strategies. Clients have entrusted Tony and his team with over $360 million in client balances as of January 1, 2024. Tony helps clients identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By crafting customized financial strategies, Tony aims to help clients pursue desired outcomes and build, manage, and preserve their wealth for current and future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Tony works with clients to develop an approach designed to address their financial needs. Through deep-seated community involvement and a commitment to building strong client relationships based on trust and personalized service, Tony and his team at Merrill Lynch Wealth Management strive to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Jonathan M Leonard, CFP®
Edward Jones - Financial Advisor: Jonathan M Leonard, CFP® is a reputable financial institution located at 13241 Bartram Park Boulevard in Jacksonville, Florida. With a focus on providing personalized financial planning services, Jonathan M Leonard, a Certified Financial Planner, helps clients achieve their financial goals and secure their financial future. Whether it's retirement planning, investment management, or estate planning, clients can trust Edward Jones to provide expert advice and guidance. Visit us today to start planning for a more secure tomorrow.
The KEYSTONE FINANCIAL STRATEGIES Group
The KEYSTONE FINANCIAL STRATEGIES Group is a leading finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a team of experienced financial experts, we offer a wide range of strategies and services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our dedicated team is here to provide personalized guidance and support. Trust KEYSTONE FINANCIAL STRATEGIES Group to help you navigate the complex world of finance and secure a prosperous future.
Merrill Lynch Financial Advisor Jonathan Adamski
n, big or small, Merrill Lynch Financial Advisor Jonathan Adamski is here to help. Located at 50 North Laura Street in Jacksonville, Florida, our institution takes pride in getting to know each client personally to develop a customized financial strategy that aligns with their individual goals and priorities. Our team collaborates with clients to understand their primary financial goals, risk tolerance, and time horizons, providing guidance and resources to help them pursue their most meaningful objectives. Whether you are focused on wealth accumulation, preservation, or transferring assets to the next generation, we are committed to assisting you at every stage of your financial journey.
Merrill Lynch Financial Advisor Brandon Whaley
Merrill Lynch Financial Advisor Brandon Whaley is located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. Brandon has been in the financial services industry since 2012 and joined Merrill in 2023. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Brandon is a graduate of Southeast Missouri State University with a bachelor's degree in Criminology and Criminal Justice. He and his wife, Dianne, live in Jacksonville with their five children and are active in the community, supporting Reach our Worldwide and St. Joseph's. As your Merrill advisor, Brandon's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. He provides insights, observations, and ideas to help you in your pursuit of your financial goals. Brandon can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked hard to build. He can also help clients build a plan that plots a steady course to retirement.
Stratton & Company
Stratton & Company is a leading finance institution located in Jacksonville, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us at 9191 R G Skinner Parkway and let us help you achieve your financial goals.
Riverside Wealth Advisors, LLC
Riverside Wealth Advisors, LLC, located at 10151 Deerwood Park Boulevard in Jacksonville, Florida, is a finance institution dedicated to helping individuals secure a stable financial future for themselves and their loved ones. With a team of experienced professionals, Riverside Wealth Advisors guides clients through the complexities of investing, retirement planning, and insurance selection with trust, honesty, and integrity. Their services include financial planning, investment management, estate planning, insurance planning, and wealth protection throughout all stages of life. Riverside Wealth Advisors specializes in transitioning clients to tax-free income streams and offers personalized strategies for each individual's financial journey. Schedule a consultation with their team to begin your path to financial success and a brighter future.
Robin Wahby, Financial Adviser - Wahby Financial Group, Llc
Robin Wahby, Financial Adviser at Wahby Financial Group, LLC, located at 482 Jacksonville Drive, Jacksonville Beach, Florida, United States, is dedicated to providing personalized financial planning services. The institution offers services such as protection planning, wealth management, retirement planning, estate and legacy planning, business succession and exit planning, executive benefits, and philanthropy. The colorful spinning Kaleidoscope logo of Wahby Financial Group symbolizes the unique beauty in each individual's life, with changing emotions, needs, wants, and abilities. The institution believes in community support and is actively involved in supporting local non-profit organizations.
Black CPA & Associates (Fridays open by appointment only)
Black CPA & Associates is a reputable accounting and finance institution located in Jacksonville, Florida. Our office is open on Fridays by appointment only. We specialize in full service tax preparation, handling corporate, partnership, individual, estate, and trust taxes with accuracy and timeliness. In addition to tax services, we offer bookkeeping, financial statement preparation, reviews, projections, budgeting, Business Performance Analyses (BPAs), and Practice Performance Analyses (PPAs) to support and enhance your business. We also provide expert support for retirement planning, crafting wealth portfolios tailored to your specific needs and implementing each step along the way. Our clients have praised us for giving them confidence and support in making crucial financial decisions for their businesses. Contact us at 904-517-5403 or email info@BlackCPAJax.com to schedule an appointment at our office on 7077 Bonneval Rd Suite 120.
Brock CPA
Brock CPA is a trusted local CPA firm located in Downtown Jacksonville, Florida. Led by experienced third-generation CPA Daniel Brock, our team offers a wide range of services including Tax Planning & Preparation, Accounting, Bookkeeping & Business Advisory, CFO Services, Assurance Services, and Estate, Trust & Succession Planning. We have been recognized as the most reliable small business accounting firm in Jacksonville for many years. Our goal is to serve as wise advocates and knowledgeable guides for our clients, developing smart strategies for their future financial success. We work closely with attorneys, investment advisors, and other professionals to provide comprehensive services.
Ralston & Co
Ralston & Co is a reputable accounting and finance institution located in Jacksonville, Florida. With a prime location on San Jose Boulevard, our team of experienced professionals provides expert financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Ralston & Co is here to help you achieve your financial goals. Trust us to provide personalized and reliable services to meet your specific needs. Contact us today to schedule a consultation and see how we can assist you in achieving financial success.
Benjamin F. Mathews, CPA
Benjamin F. Mathews, CPA is a trusted accounting and finance institution located at 9015 Tropical Bend Circle in Jacksonville, Florida. With a team of experienced CPAs, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to providing personalized and professional services sets them apart from other firms in the industry. Whether you are an individual or a business owner, Benjamin F. Mathews, CPA is dedicated to helping you achieve your financial goals.
Home Town Rental Properties, LLC
Home Town Rental Properties, LLC is a reputable real estate agency located at 5860 Old Timuquana Road in Jacksonville, Florida. We specialize in rental properties, providing top-notch service to both tenants and property owners. Our team of experienced professionals is dedicated to helping clients find the perfect rental home or manage their investment properties efficiently. Whether you are looking for a cozy apartment, a spacious house, or a commercial space, we have a wide range of options to suit your needs. Trust Home Town Rental Properties, LLC for all your rental property needs in Jacksonville.
220 Riverside
220 Riverside is a premier real estate agency located in the heart of Jacksonville, Florida. Situated at 220 Riverside Avenue, this institution offers a wide range of services for individuals looking to buy, sell, or rent properties in the area. With a team of experienced and knowledgeable agents, 220 Riverside provides top-notch customer service and expertise in the local real estate market. Whether you are searching for a new home, investment property, or commercial space, 220 Riverside is dedicated to helping you find the perfect fit. Visit us today to experience the difference of working with a trusted and reputable real estate agency.
Coopers Hawk
Cooper's Hawk is a reputable real estate agency located at 10275 Old Saint Augustine Road in Jacksonville, Florida. With a team of experienced and knowledgeable agents, Cooper's Hawk is dedicated to helping clients find their dream home or investment property. Whether you are buying, selling, or renting, their professional staff is committed to providing top-notch service and expertise to ensure a smooth and successful real estate transaction. Trust Cooper's Hawk to guide you through the process and help you achieve your real estate goals in the vibrant city of Jacksonville.
White Collar Rentals
White Collar Rentals is a family-owned real estate agency located at 10200 Belle Rive Boulevard in Jacksonville, Florida. For over sixteen years, we have been providing clean, safe, and quality one and two bedroom furnished condos in Jacksonville, Florida. We specialize in corporate rentals, offering long and short term furnished apartments for those on temporary assignments, transitioning to a new home, or visiting Jacksonville's hospital centers. Our condos are equipped with all the amenities you need for a comfortable stay, including a fully equipped kitchen, in-room WiFi, and expanded cable television service. Each condo also has a washing machine and dryer for added convenience. Our one and two bedroom condos are located in beautiful, lush park-like environments with amenities such as swimming pools, tennis courts, and walking trails.
Alaqua
Alaqua is a prestigious real estate agency located at 13490 Gran Bay Parkway in Jacksonville, Florida. With a strong reputation for excellence in the industry, Alaqua is dedicated to providing top-notch service to clients looking to buy, sell, or rent properties in the area. Their team of experienced agents is committed to helping clients achieve their real estate goals with professionalism and expertise. Whether you are searching for your dream home or looking to invest in the booming Jacksonville market, Alaqua is the go-to agency for all your real estate needs. Contact them today to experience the difference of working with a trusted and reputable agency like Alaqua.
Sorrel
Sorrel is a reputable real estate agency located at 12001 Abess Boulevard in Jacksonville, Florida, United States. With a team of experienced professionals, Sorrel specializes in helping clients buy, sell, and rent residential properties in the Jacksonville area. Whether you are looking for your dream home or trying to sell your current property, Sorrel is dedicated to providing top-notch service and personalized assistance every step of the way. Trust Sorrel to help you navigate the real estate market with ease and achieve your property goals.
The Enclave
The Enclave is a prestigious real estate agency located at 13300 Atlantic Boulevard in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients find their dream homes or investment properties in the vibrant city of Jacksonville. With a focus on personalized service and attention to detail, The Enclave is committed to exceeding our clients' expectations and making the real estate process as seamless as possible. Whether you are buying, selling, or renting, trust The Enclave to guide you through every step of the way.
Banyan Bay
Banyan Bay is a reputable real estate agency located at 1700 San Pablo Road South in Jacksonville, Florida. With a team of experienced agents, Banyan Bay specializes in helping clients buy, sell, and rent properties in the Jacksonville area. Whether you're looking for a new home, investment property, or rental unit, Banyan Bay is committed to providing top-notch service and expertise to meet your real estate needs. Contact them today to start your property search or to list your property with a trusted agency.
Green River Property Management
Green River Property Management is a premier real estate agency located at 1301 Riverplace Boulevard in Jacksonville, Florida. Our team of experienced professionals is dedicated to providing top-notch property management services for both residential and commercial properties. Whether you are a landlord looking to rent out your property or a tenant searching for the perfect place to call home, Green River Property Management is here to help. With our expertise and commitment to excellence, you can trust us to handle all of your property management needs with care and efficiency. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
Shucom Properties
Shucom Properties is a reputable real estate agency located at 2650 Dean Road in Jacksonville, Florida. With a commitment to excellence and customer satisfaction, Shucom Properties offers a wide range of services including buying, selling, and leasing residential and commercial properties. Their team of experienced real estate professionals provides personalized assistance to help clients achieve their real estate goals. Whether you are looking to find your dream home, sell your property, or invest in real estate, Shucom Properties is dedicated to providing top-notch service and guidance every step of the way. Contact them today to experience the difference of working with a trusted and reliable real estate agency.
J. E. Holland Properties, Inc.
J. E. Holland Properties, Inc. is a reputable real estate agency located at 900 Cesery Boulevard in Jacksonville, Florida. With a team of experienced and knowledgeable real estate agents, they provide top-notch services for buying, selling, and renting properties in the Jacksonville area. Whether you are looking for a new home, investment property, or commercial space, J. E. Holland Properties, Inc. is dedicated to helping you find the perfect property to meet your needs. Trust in their expertise and professionalism to guide you through the real estate process with ease. Visit their office or contact them today to get started on your real estate journey.
Bella Terraza
Bella Terraza is a premier real estate agency located at 355 Monument Road in Jacksonville, Florida. Our team of experienced agents is dedicated to helping clients find their dream homes or investment properties in the beautiful city of Jacksonville. Whether you are looking to buy, sell, or rent, Bella Terraza offers personalized service and expert guidance every step of the way. Trust us to make your real estate experience seamless and successful. Contact us today to start your journey towards finding the perfect property in Jacksonville.
Cypress Cove
Cypress Cove is a reputable real estate agency located at 11110 Atlantic Boulevard in Jacksonville, Florida. With a team of experienced agents, Cypress Cove is dedicated to helping clients find their dream homes or investment properties in the vibrant city of Jacksonville. Whether you're looking to buy, sell, or rent, Cypress Cove offers personalized service and expert guidance every step of the way. Trust Cypress Cove to make your real estate experience seamless and successful.
Mirabella Condo Assoc.
Mirabella Condo Assoc. is a reputable real estate agency located in Jacksonville, Florida. Our dedicated team of professionals is committed to providing exceptional service to our clients in the buying, selling, and renting of condominiums in the Mirabella community. With a prime location at 10075 Gate Parkway North, our agency offers a wide range of amenities and services to ensure a smooth and successful real estate transaction. Trust Mirabella Condo Assoc. for all your condo needs in Jacksonville.
Sims Waters & Associates
Sims Waters & Associates is a reputable financial institution located at 5018 Spring Park Road in Jacksonville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and tax preparation. Their personalized approach and commitment to client satisfaction make them a trusted partner in helping individuals and businesses achieve their financial goals. Visit Sims Waters & Associates today to learn more about how they can help you secure your financial future.
ROI Logistics
ROI Logistics is a reputable real estate agency located at 11323 Distribution Avenue East in Jacksonville, Florida. Our team of experienced professionals is dedicated to providing top-notch services to help clients maximize their return on investment in the real estate market. Whether you are looking to buy, sell, or lease a property, we are here to assist you every step of the way. Trust ROI Logistics to deliver exceptional results and exceed your expectations.
Ramirez Hormaza Law Group
Located in Jacksonville, Florida, the Ramirez Hormaza Law Group is North Florida's most trusted immigration law center. Led by Aida Marta Ramirez, a daughter of immigrants, the firm is dedicated to helping clients navigate the complex immigration process with ease. The Ramirez Hormaza Law Group offers a wide range of services, including securing immigration statuses, assisting with deportation and removal cases, and helping clients obtain work visas for employment in the United States. With their experienced and responsive team of immigration lawyers, the firm is committed to finding the best immigration solution for each client.
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