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TOP 30 Estate planning for families in Clearwater, FL
47 results found
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LEWIN & ASSOCIATES, Inc.
LEWIN & ASSOCIATES, Inc. is a finance and insurance agency located at 2737 Westchester Drive North, Clearwater, Florida, United States. We specialize in financial and investment planning both within Florida and nationwide. Our goal is to help you plan a bright future with individualized strategies tailored to your needs. Our fixed indexed annuities offer guaranteed growth and protection of your principle and gains, making them a safe investment option for financial planning. We also offer various insurance options to protect you and your family from unforeseen financial loss and to help with wealth accumulation.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 26301 US Highway 19 North, Clearwater, Florida, United States. The branch offers a wide range of financial strategies and services to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at the branch provide personalized wealth planning advice and guidance, drawing on years of combined knowledge and expertise. In addition to wealth planning, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 601 Cleveland Street in Clearwater, Florida, offers personalized financial strategies and guidance to individuals, families, business owners, executives, and institutions. Our experienced advisors go beyond traditional wealth planning advice to help with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. We are committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies. Our advisors have access to industry analysts and specialists to help clients pursue their long-term objectives. As a Merrill client, you benefit from the knowledge and experience of industry-skilled advisors supported by Merrill's investing insights and global financial resources. Our dedicated advisors focus on helping clients prepare for financial challenges and lifestyle changes, while providing ongoing professional training, mentoring, and technology. Whether you're just starting your career or looking to become a Merrill financial advisor, we offer the tools and resources to help you succeed.
Delguardian Law, PLLC
Delguardian Law, PLLC is a premier legal institution located at 3118 Gulf to Bay Boulevard in Clearwater, Florida. At Delguardian Law, we pride ourselves on our unwavering commitment to our clients and our exceptional legal expertise across a wide range of practice areas. Our dedicated team understands that every legal matter is unique, which is why we take a personalized approach to each case. By combining our deep understanding of the law with a focus on our clients' specific needs and goals, we strive to provide the best possible outcome for every client.
Hurter & Wilson, P.A.
Hurter & Wilson, P.A. is a reputable law firm located at 600 Cleveland Street in Clearwater, Florida. With a team of experienced attorneys, they provide expert legal services in various practice areas including personal injury, family law, real estate, and estate planning. Clients can expect personalized attention and dedicated representation to help them navigate through their legal matters. Hurter & Wilson, P.A. is committed to achieving the best possible outcomes for their clients and upholding the highest standards of professionalism and integrity. Contact them today for a consultation.
Slonim Law
Slonim Law is a reputable institution located in Clearwater, Florida, specializing in Probate, Guardianship, Estate Planning, and Medicaid Planning. Our dedicated attorneys focus on Elder Law in Brevard county and Osceola county, including areas such as Melbourne, Viera, and Palm Bay. We pride ourselves on providing top-notch representation and working closely with our clients to ensure their rights and interests are preserved. Our mission is to exceed our clients' expectations by offering the highest level of legal expertise and integrity. Whether you need assistance with probate administration, estate planning, guardianship, or Medicaid planning, our team at Slonim Law is here to help. We understand the importance of life planning for families and strive to provide personalized attention to each client.
Yankwitt Law Firm PLLC
Yankwitt Law Firm PLLC is a trusted legal institution located at 13575 58th Street North in Clearwater, Florida. Our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, estate planning, and more, we are committed to helping individuals navigate the complexities of the legal system. With a focus on personalized attention and effective representation, Yankwitt Law Firm PLLC is here to advocate for your rights and achieve the best possible outcome for your case. Contact us today to schedule a consultation.
Daly & Black, P.C.
Daly & Black, P.C. is a reputable law firm located at 5590 Ulmerton Road in Clearwater, Florida. With a team of experienced attorneys, they specialize in a wide range of legal services including personal injury, criminal defense, family law, and estate planning. The firm is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a legal issue or need guidance on legal matters, Daly & Black, P.C. is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today to schedule a consultation.
Reymann Law Group
Reymann Law Group is a reputable law firm located at 311 Park Place Boulevard in Clearwater, Florida. With a team of experienced attorneys, they provide high-quality legal services in various areas of law including personal injury, criminal defense, family law, and estate planning. Clients can expect personalized attention and dedicated representation to help them navigate through their legal issues. Whether you are facing a legal dispute or need assistance with planning for the future, Reymann Law Group is committed to providing effective solutions and achieving the best possible outcomes for their clients.
Lillesand, Wolasky & Hitchcock, P.L.
Lillesand, Wolasky & Hitchcock, P.L. is a prestigious law firm located at 635 Court Street in Clearwater, Florida. With a team of experienced and dedicated lawyers, they provide top-notch legal services to their clients. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, they are committed to representing their clients with integrity and professionalism. Whether you are facing a legal issue or need expert advice, Lillesand, Wolasky & Hitchcock, P.L. is here to help you navigate the legal system and achieve the best possible outcome. Contact them today for a consultation.
Scott Law Firm, PLLC
Scott Law Firm, PLLC is a reputable legal institution located at 2451 McMullen Booth Road in Clearwater, Florida. With a team of experienced and dedicated attorneys, they offer a wide range of legal services to their clients. Whether you are in need of assistance with personal injury claims, family law matters, criminal defense, or estate planning, Scott Law Firm, PLLC is here to provide expert guidance and representation. They pride themselves on their commitment to achieving the best possible outcome for their clients and ensuring that their rights are protected. Contact Scott Law Firm, PLLC today for reliable and professional legal services in Clearwater, Florida.
Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 18167 US Highway 19 North, Clearwater, Florida, United States. Brad Berg 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®, 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®. Brad Berg specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on asset management, estate planning, retirement planning, investment strategies, and risk management, Brad Berg is dedicated to helping clients achieve their financial goals. Additionally, Brad Berg is trained to assist veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® designation. Trust Brad Berg at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
Anthony Russo - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Russo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2605 Enterprise Road East, Clearwater, Florida, United States. He holds various certifications such as 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®. His expertise includes asset management, wealth transfers, retirement planning, estate planning, investment strategies, and financial planning for special needs families and military personnel. With a commitment to ethics and continuing education, Anthony Russo provides comprehensive financial advice and services to his clients.
Lake Carlton Arms
Lake Carlton Arms is a stunning real estate agency located at 17701 Lake Carlton Drive in Lutz, Florida. Situated on over 500 acres of wooded property with 200 acres of private spring-fed lakes, this country-club style community offers residents the opportunity for lakefront living. Enjoy kayaking, canoeing, fishing, and miles of nature trails for hiking or jogging. Conveniently located in North Tampa, Lake Carlton Arms is just minutes away from major highways such as the Veterans’ Expressway, the Suncoast Parkway, and Dale Mabry Highway. The community offers spacious floor plans, on-site staff services, breathtaking lakefront views, and a wide range of recreational amenities.
High Sea-ciety Vacation Rental
High Sea-ciety Vacation Rental is a premier lodging option located at 145 Brightwater Drive in Clearwater, Florida. As a combination of a real estate agency and a travel agency, we offer luxurious vacation rentals for those looking for an unforgettable stay by the sea. Our properties are meticulously curated to provide guests with top-notch amenities and stunning views of the ocean. Whether you are planning a romantic getaway, a family vacation, or a solo retreat, High Sea-ciety Vacation Rental has the perfect accommodation for you. Book your stay with us today and experience the ultimate seaside escape in the beautiful United States.
Home Team Vacation Rentals
Home Team Vacation Rentals is a premier real estate and travel agency located at 29399 US Highway 19 North in Clearwater, Florida, United States. With a special offer of 20% off through 09/22/24 using code SUMMERVACAY24, we provide the perfect vacation rental homes for your team. Whether you are planning a family retreat on the sandy beaches of Tampa or celebrating a special occasion with friends in Atlanta, our elevated vacation rentals and hospitality promise the ultimate travel experience. Our inventory includes luxury rentals in the finest cities throughout the United States, offering a wide range of options from mountain cabins to coastal homes to urban abodes. From North Carolina to California, our destinations cater to all preferences, ensuring a memorable stay that will stay with you forever.
Madeira Beach Getaway
Welcome to Madeira Beach Getaway, a real estate and travel agency located at 337 Rex Place in Madeira Beach, Florida, United States. Surrounded by scenic beauty and attractive tourist attractions, we are centrally located to provide you with the best vacation experience. Clearwater/St. Pete beaches are consistently voted as top beaches in the US, and we offer you the opportunity to relax and rejuvenate in this beautiful area. Our two heated swimming pools are perfect for a refreshing swim, with one just 50 feet from our unit. Our two-bedroom unit can accommodate up to six guests, making it perfect for families or groups.
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