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TOP 30 Estate planning for high net worth individuals in Maitland, FL
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Miller Johnson Law
Miller Johnson Law, located at 247 Maitland Avenue in Altamonte Springs, Florida, is a team of experienced Florida lawyers dedicated to providing superior client service with integrity. Specializing in a wide range of transactional and litigation legal services in the areas of real estate, business, and trust and estates law, our firm serves clients throughout the state of Florida. At Miller Johnson Law, we are committed to handling legal matters efficiently and economically while delivering top-quality services. Our team has extensive experience representing a variety of clients, including lending institutions, developers, investors, business owners, high net worth individuals, and more, with their complex legal needs.
JP Law and Wealth Advisors PLLC
JP Law and Wealth Advisors PLLC is a premier institution located at 555 Winderley Place in Maitland, Florida, United States. We specialize in generational wealth planning, offering both legal and financial services to our clients. Our team of experts understands the intricate relationship between the law and finances, ensuring that your interests are protected and your goals are achieved. At JP Law and Wealth Advisors PLLC, we believe that comprehensive financial planning and legal services should be tailored to each individual's unique circumstances. That's why we take the time to get to know you and your specific needs, crafting a personalized plan for success. With us, you can have control over your finances while enjoying life to the fullest.
Elizabeth L Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Elizabeth L Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 217 South Swoope Avenue in Maitland, Florida, United States. Elizabeth 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®. These certifications demonstrate Elizabeth's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Elizabeth is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Elizabeth is also trained to assist veterans and military personnel with their financial needs. With a focus on ethical practices and continued education, Elizabeth is committed to helping clients achieve their financial goals and secure their financial future.
Legacy Financial Group
Legacy Financial Group is a leading finance institution located at 630 Maitland Avenue South in Maitland, Florida, United States. With a strong reputation for providing top-notch financial services, Legacy Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust Legacy Financial Group to guide you towards a secure financial future.
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