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TOP 30 Estate planning experts in The Villages, FL
35 results found
Search for local businesses, places and services near you
TREI Real Estates institute
TREI Real Estates Institute is a family-oriented institution located at 13526 Village Park Drive in Orlando, Florida, United States. We pride ourselves on creating a community of students who are eager to learn and grow together. Our experienced instructors are dedicated to providing top-notch education in the real estate industry, helping you take that first step towards professionalism and success. By enrolling in one of our courses, you will have access to excellent educational content that will enhance your knowledge of the real estate world. We provide ongoing support and guidance to ensure that you achieve your learning goals. Our online platform offers flexibility, allowing you to learn at your own pace and on your own schedule.
TrustMasters - Living Trusts, Wills, POA's, Funeral Plans, HIPPA
TrustMasters is a reputable institution located at 19503 West Villages Parkway in Venice, Florida, United States. We specialize in providing expert services in Living Trusts, Wills, Power of Attorney documents, Funeral Plans, and HIPAA compliance. Our team of experienced professionals are dedicated to helping individuals and families plan for the future and ensure their assets are protected. Whether you need assistance with estate planning, end-of-life decisions, or healthcare directives, TrustMasters is here to guide you through the process with care and expertise. Contact us today to schedule a consultation and take the first step towards securing your legacy.
Village Walk of Bonita Springs
Village Walk of Bonita Springs is a premier real estate and travel agency located in the beautiful city of Bonita Springs, Florida. Our expert team is dedicated to helping clients find their dream homes in this charming community, while also offering a wide range of travel services to explore the surrounding area. With a prime location at 28000 Villagewalk Boulevard, Village Walk of Bonita Springs is your go-to destination for all things real estate and travel in Southwest Florida. Let us help you make your next move or plan your next adventure!
McBurrows Law, PLLC
McBurrows Law, PLLC is a reputable law firm located in Tallahassee, Florida. Our team of experienced lawyers specializes in various areas of law, including family law, criminal defense, personal injury, and more. With a commitment to providing top-notch legal services, we strive to help our clients navigate through their legal issues with confidence and peace of mind. Whether you are facing a divorce, criminal charges, or a personal injury claim, McBurrows Law, PLLC is here to provide you with expert legal representation and guidance. Visit us at 1615 Village Square Boulevard to schedule a consultation and learn how we can assist you with your legal needs.
Andrews Crabtree Knox & Longfellow, LLP
Andrews Crabtree Knox & Longfellow, LLP is a prestigious law firm located in Tallahassee, Florida. With a focus on providing high-quality legal services, the firm is known for its expertise in various areas of law. From corporate law to estate planning, the team of experienced lawyers at Andrews Crabtree Knox & Longfellow, LLP is dedicated to helping clients navigate the complexities of the legal system. Situated at 1558 Village Square Boulevard, this institution is a trusted resource for individuals and businesses seeking top-notch legal representation in the United States.
Law Office of David G. Pius
The Law Office of David G. Pius is a reputable legal firm located at 1400 Village Square Boulevard in Tallahassee, Florida, United States. Led by experienced attorney David G. Pius, the firm specializes in providing high-quality legal services in various areas of law including personal injury, criminal defense, family law, and more. With a strong commitment to client satisfaction and a track record of successful cases, the Law Office of David G. Pius is dedicated to providing top-notch legal representation to individuals in need. Contact them today for expert legal advice and representation.
Arleatha Henderson - Prudential Financial
Arleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
Law Office of Anne B. Little, PLLC
The Law Office of Anne B. Little, PLLC is a reputable legal firm located at 468 Sherell Street in The Villages, Florida, United States. Specializing in a wide range of legal services, including estate planning, probate, real estate law, and business law, Attorney Anne B. Little and her team are dedicated to providing personalized and effective legal solutions for their clients. With a commitment to excellence and a track record of success, the Law Office of Anne B. Little, PLLC is a trusted resource for individuals and businesses seeking expert legal representation in The Villages and beyond.
McLin Burnsed
manage their own affairs. As experienced elder law attorneys, we can help guide you through the legal implications of cognitive decline and assist in planning for the future. Whether you are starting a new business, planning for your estate, or facing a legal dispute, McLin Burnsed is here to provide you with expert legal representation and guidance. Our team of attorneys has the knowledge and experience to help you navigate the complex legal landscape and achieve your goals. Contact us today to learn how we can help you with your legal needs."
Trotter Mary F
Trotter Mary F is a reputable law firm located at 11834 County Road 101 in The Villages, Florida. Specializing in various legal services, the firm is dedicated to providing high-quality representation and personalized attention to each client. With a team of experienced lawyers, Trotter Mary F is committed to achieving the best possible outcomes for their clients. Whether you are in need of assistance with estate planning, real estate transactions, or other legal matters, this institution is here to help. Contact Trotter Mary F today for expert legal advice and support.
Udick Arlene C
Udick Arlene C is a reputable law firm located at 270 Campbell Avenue in The Villages, Florida. Specializing in various areas of law, including family law, estate planning, and real estate transactions, the skilled attorneys at Udick Arlene C are dedicated to providing top-notch legal services to their clients. With a commitment to professionalism, integrity, and personalized attention, Udick Arlene C is the go-to law firm for individuals seeking expert legal representation in The Villages area.
LawMarkets.com
LawMarkets.com is a leading online platform based in The Villages, Florida, United States, dedicated to connecting legal professionals with clients seeking legal assistance. Our comprehensive directory features a wide range of legal services, from personal injury and family law to estate planning and business law. Whether you are a lawyer looking to expand your client base or an individual in need of legal representation, LawMarkets.com is the go-to destination for all your legal needs. Our user-friendly interface and secure payment system make it easy to find the right legal expert for your specific case. Visit us at 2299 Bramble Terrace to explore our services and start your legal journey today.
William O. Boyd, P.A.
William O. Boyd, P.A. is a reputable law firm located at 270 Campbell Avenue in The Villages, Florida, United States. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to their clients. Whether you are in need of assistance with personal injury cases, family law, or estate planning, William O. Boyd, P.A. is committed to helping you navigate the complexities of the legal system and achieve a favorable outcome. With a strong track record of success and a commitment to client satisfaction, this law firm is a trusted choice for individuals seeking reliable legal services in The Villages area.
D. Thomas Athey Attorney at Law
D. Thomas Athey Attorney at Law is a reputable legal institution located at 948B Cypress Village Boulevard in Sun City Center, Florida, United States. Specializing in various legal matters, Attorney D. Thomas Athey provides expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, this law firm is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in any other matter, D. Thomas Athey Attorney at Law is here to help. Contact them today for reliable legal assistance.
Kevin A. Raudt, P.A.
Kevin A. Raudt, P.A. is a reputable law firm located at 2108 Sawgrass Village Drive in Ponte Vedra Beach, Florida. Specializing in various areas of law, Kevin A. Raudt and his team provide expert legal advice and representation to clients in need. With a commitment to professionalism and excellent client service, this institution is dedicated to achieving the best possible outcomes for their clients. Whether you are seeking legal assistance for personal injury, family law, or estate planning matters, Kevin A. Raudt, P.A. is here to help. Contact them today to schedule a consultation.
Bajalia Law Office
Bajalia Law Office, located at 7645 Gate Parkway in Jacksonville, Florida, is a reputable institution specializing in legal services. With an experienced litigator and Florida certified circuit court mediator on staff, clients can trust in the expertise and professionalism provided by Bajalia Law Office. The institution prides itself on offering the experience of a large law firm while maintaining the personalized service and flexibility of a smaller practice. Each client is given individual attention and their unique needs are carefully considered.
Bajalia Law Group
Bajalia Law Group is a prominent law firm located in Jacksonville, Florida, specializing in various areas of law. With a team of experienced and dedicated lawyers, we provide expert legal services to individuals and businesses alike. Our firm is committed to delivering personalized and efficient solutions to our clients, ensuring their legal needs are met with the highest level of professionalism and expertise. Whether you are in need of legal representation for a personal injury case, divorce proceedings, or business litigation, Bajalia Law Group is here to help. Contact us today at 7645 Gate Parkway to schedule a consultation and learn how we can assist you with your legal matters.
Rupprecht Law, P.A.
Rupprecht Law, P.A. is a reputable law firm located at 800 Village Square Crossing in Palm Beach Gardens, Florida, United States. With a focus on providing high-quality legal services, the firm offers expert guidance and representation in a variety of practice areas including family law, estate planning, and business law. Led by experienced attorney John Rupprecht, the team at Rupprecht Law, P.A. is dedicated to helping clients navigate complex legal issues with professionalism and integrity. Whether you are facing a divorce, planning for the future, or need assistance with a business matter, Rupprecht Law, P.A. is committed to achieving the best possible outcome for you.
Stephen L. Cook Attorney & Counselor At Law
Stephen L. Cook Attorney & Counselor At Law is a reputable law firm located at 800 Village Square Crossing in Palm Beach Gardens, Florida. Specializing in providing legal services and counsel, Stephen L. Cook is a dedicated lawyer with years of experience in the field. Whether you are in need of legal representation for a personal injury case, family law matter, or estate planning, Stephen L. Cook is committed to providing expert guidance and support to his clients. With a focus on personalized attention and tailored solutions, Stephen L. Cook Attorney & Counselor At Law is a trusted choice for individuals seeking professional legal assistance in Palm Beach Gardens and beyond.
Meridian Wealth Management, LLC
Meridian Wealth Management, LLC is a premier financial institution located in The Villages, Florida. With a focus on providing top-notch wealth management services, our experienced team is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our team of experts is here to provide personalized solutions tailored to your unique needs. Visit us at 2462 Burnsed Boulevard to learn more about how Meridian Wealth Management can help you achieve financial success.
Bucket List Wealth Management
Bucket List Wealth Management is a premier financial institution located at 8564 East County Road 466 in The Villages, Florida, United States. Our team of expert financial advisors is dedicated to helping our clients achieve their financial goals and fulfill their bucket list dreams. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. Trust Bucket List Wealth Management to provide personalized and comprehensive financial solutions to help you secure a prosperous future. Visit us today and start planning for the retirement of your dreams.
Lanese & Associates
Lanese & Associates is a reputable accounting and finance institution located at 823 Cypress Village Boulevard in Ruskin, Florida. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the area. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or business consulting, Lanese & Associates is here to assist you every step of the way. Contact us today to learn more about how we can help you manage your finances effectively.
IM-Financial
IM-Financial is a premier financial institution located at 2209 Sawgrass Village Drive in Ponte Vedra Beach, Florida. Specializing in a wide range of financial services, IM-Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, IM-Financial is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Susan Saunders - Raymond James
Susan Saunders - Raymond James is a finance institution located at 13000 Sawgrass Village Circle in Ponte Vedra Beach, Florida, United States. With a focus on personalized financial services, Susan Saunders and her team at Raymond James provide expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Susan Saunders - Raymond James is dedicated to providing top-notch service and support.
David DeSantis - Associate Financial Advisor, Ameriprise Financial Services, LLC
David DeSantis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. David 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. David's expertise covers asset management, investment strategies, estate planning, retirement planning, and insurance products. With a strong focus on ethics and professionalism, David ensures that clients receive expert advice and guidance in all aspects of their financial planning journey.
Keriann Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
Keriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann holds multiple 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®, CFP®, 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®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira holds multiple 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 Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Rapson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Matthew holds various certifications and designations, 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®. Matthew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and retirement planning, Matthew is committed to helping clients achieve their financial goals. Contact Matthew Rapson at Ameriprise Financial Services, LLC for expert financial advice and personalized financial planning solutions.
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. The institution offers a wide range of financial services and is known for its team of highly qualified professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution is committed to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, professionalism, and expertise, Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner for all your financial needs.
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