The 30 Best Estate planning firm in Osprey, Florida

14 results found

Tippen Law Firm, PLLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a trusted Estate Planning Elder Law, Probate, and Business Law Firm. Specializing in helping individuals and families plan for the future, protect their loved ones, and navigate legal issues, Tippen Law Firm is dedicated to providing expert counsel and support. Whether you need assistance with estate planning, business matters, or probate, their team is ready to help. With additional locations in Fort Myers and Punta Gorda, Tippen Law Firm is committed to serving clients throughout Southwest Florida. Contact them today for all your legal needs.

Daily, Montfort & Toups Sarasota Estate Planning Lawyer is a professional legal institution located at 2014 4th Street, Sarasota, Florida, United States. Specializing in estate planning, elder law, and tax defense, our experienced attorneys serve the communities of St. Petersburg, Venice, Osprey, Clearwater, and St. Augustine. We offer a range of services including Medicaid planning, probate, civil litigation representation, and business tax strategies. Our team of attorneys, including Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, are dedicated to helping clients navigate complex legal issues and achieve peace of mind. With over two decades of experience, we provide personalized solutions to protect your assets and plan for the future. Contact us for a free consultation and learn more about our legal services today.

Daily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.

JTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.

Welcome 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.

Galarza Law, PA is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in Family Law, Trusts and Estates, and Bankruptcy, our experienced team offers a wide range of legal services to address various issues that may arise in your life. With our founder boasting 37 years of legal experience, we have become one of Sarasota's leading law firms. We take a personalized approach to resolving your legal matters, taking the time to understand your unique situation and providing you with all the options available. From developing a plan of action to offering support throughout the legal process, we are dedicated to making your journey as stress-free as possible.

Located at 6151 Lake Osprey Drive in Sarasota, Florida, Galarza William is a reputable law firm specializing in Family Law, Trusts and Estates, and Bankruptcy. With over 37 years of experience, our founding lawyer is recognized as one of Sarasota's top attorneys. Our dedicated team offers personalized legal solutions tailored to your specific needs, whether you are dealing with family law issues, financial struggles, estate planning, or probate matters. We strive to provide comprehensive support and guidance throughout your legal journey, ensuring that you understand all your options before making any decisions.

James Edwin Keim, Attorney at Law is a reputable law firm located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in various legal services, James Edwin Keim is a skilled and experienced lawyer who provides personalized and professional representation to his clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, James Edwin Keim is dedicated to delivering top-notch legal solutions tailored to meet your specific needs. With a commitment to excellence and a track record of success, James Edwin Keim, Attorney at Law is the go-to choice for individuals seeking reliable and effective legal counsel in Sarasota and beyond.

Merritt Law, PA is a reputable law firm located at 690 South Tamiami Trail in Osprey, Florida, United States. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for their clients. Whether you need assistance with estate planning, business law, real estate transactions, or any other legal matter, Merritt Law, PA is committed to delivering professional and effective legal services to help you achieve your goals. Contact them today to schedule a consultation and discuss how they can assist you with your legal needs.

Sage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.

ABBEX Inc BUSINESS BROKERS, located at 8 Sorrento Drive, Osprey, Florida, United States, is a leading finance institution specializing in helping individuals sell their businesses. With a team of experienced brokers, ABBEX offers confidential consultations, valuations, financial record analysis, marketing strategies, buyer filtration, negotiation assistance, and due diligence services to ensure a successful and profitable transaction. Their proven track record of maximizing sale prices for sellers, coupled with their extensive network and industry insights, make ABBEX the ideal partner for anyone looking to buy or sell a business. Clients have praised the professionalism, responsiveness, and ease of working with ABBEX, making the process smooth and stress-free.

Raymond James Financial Services is a reputable finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. Clients can trust in the expertise and professionalism of Raymond James Financial Services to help them achieve their financial goals and secure their financial future.

Chris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include 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®.

Sarasota Capital Strategies is a leading financial institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in finance, they offer a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced professionals, Sarasota Capital Strategies is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial solutions.