Estate planning for special needs in Winter Park, Florida
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Coit Group Fine Homes- Charles Rutenberg Realty- Real Estate Agents- Trinity- Tarpon Springs- Land O Lakes- Odessa- Florida
● ClosedWelcome to Coit Group Fine Homes, a premier real estate agency located in the heart of Tarpon Springs, Florida. Situated at 229 East Lemon Street, our agency proudly serves the vibrant communities of Trinity, Tarpon Springs, Land O Lakes, and Odessa. As a native of Clearwater, Florida, I bring a deep understanding and intricate knowledge of the Tampa Bay area to each client interaction, ensuring you receive the highest level of personalized service for all your real estate needs. Our agency specializes in a wide array of real estate services, including residential buying and selling, commercial and investment opportunities, luxury and vacation homes, and second homes. Whether you're in search of a single-family home, an office building, vacant land, or a condominium, we have the expertise to guide you through every step of the process. Our concierge service and commitment to client confidentiality are just the beginning of the exceptional service we provide.
229 East Lemon Street, Tarpon Springs, Florida 34689, United States -
Breed's Hill Wealth Management
● ClosedBreed's Hill Wealth Management is a premier finance institution located at 301 North Park Avenue in Winter Park, Florida, United States. We specialize in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced financial advisors offers personalized investment strategies and financial planning services tailored to each client's unique needs. At Breed's Hill Wealth Management, we are dedicated to helping our clients build and protect their wealth for generations to come.
301 N Park Ave a, Winter Park, FL 32789, United States -
Joanne E. Stone, Cap
● OpenJoanne E. Stone, Cap is a reputable health institution located at 174 West Comstock Avenue in Winter Park, Florida, United States. Specializing in providing top-notch healthcare services, the institution is known for its dedication to patient care and well-being. With a team of experienced professionals and state-of-the-art facilities, Joanne E. Stone, Cap offers a wide range of medical services to meet the needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust Joanne E. Stone, Cap to provide you with the highest quality of care.
174 W Comstock Ave #203, Winter Park, FL 32789, United States -
Frost Law
● OpenFrost Law is a reputable law firm located at 2153 Lee Road in Winter Park, Florida. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of expert legal representation. Specializing in various areas of law, including family law, estate planning, and business law, Frost Law is committed to advocating for our clients' best interests and achieving successful outcomes. Contact us today to schedule a consultation and learn how Frost Law can assist you with your legal needs.
2153 Lee Rd, Winter Park, FL 32789, United States -
Jacobs Law Firm
● ClosedJacobs Law Firm is a reputable legal institution located at 2435 Lee Road in Winter Park, Florida. Specializing in various areas of law, the firm is dedicated to providing high-quality legal services to clients in need of professional representation. With a team of experienced lawyers, Jacobs Law Firm is committed 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 advice for a business matter, Jacobs Law Firm is here to help. Trust in their expertise and dedication to guide you through the legal process with confidence and peace of mind.
2435 Lee Rd, Winter Park, FL 32789, United States -
Richard A. Heller, P.A.
● ClosedRichard A. Heller, P.A. is a well-established law firm located at 611 Wymore Road in Winter Park, Florida. With nearly 60 years of combined legal experience, our team of lawyers is dedicated to providing exceptional legal services to clients in Winter Park and Greater Orlando. Specializing in estate planning, family law, and elder law, we are committed to helping our clients navigate complex legal issues with compassion and expertise. Our Winter Park estate planning lawyers are skilled in drafting comprehensive estate plans that protect assets, minimize taxes, and ensure your wishes are carried out. Whether you need assistance with wills, trusts, or powers of attorney, our team is here to guide you through the process with care and attention to detail.
611 Wymore Rd Unit 219, Winter Park, FL 32789, United States -
Gelch & Associates, P.A.
● ClosedGelch & Associates, P.A. is a law firm located at 1500 Colonial Boulevard in Fort Myers, Florida, specializing in accident, negligence, and injury cases. Our experienced attorneys handle a wide range of cases including auto, motorcycle, and trucking accidents, slip and fall incidents, and more. We serve clients in Fort Myers and throughout Lee County, including Sanibel, Cape Coral, Bonita Springs, and Punta Gorda. In addition to personal injury cases, we also provide criminal defense counsel for individuals facing charges such as DUI/DWI, drug trafficking, and domestic violence. Our firm also assists clients with workers' compensation claims and insurance denials.
1026, 1500 Colonial Blvd # 225, Fort Myers, FL 33907, United States -
Korshak & Associates, P.A.
● ClosedKorshak & Associates, P.A. is a reputable law firm located at 950 South Winter Park Drive in Casselberry, Florida, United States. Specializing in various legal matters, the firm is known for providing expert legal advice and representation to clients in need of professional assistance. With a team of skilled and experienced lawyers, Korshak & Associates, P.A. is dedicated to delivering top-notch legal services tailored to meet the unique needs of each individual client. Whether you require assistance with estate planning, real estate transactions, or business law matters, you can trust Korshak & Associates, P.A. to provide you with the guidance and support you need to navigate the legal system successfully.
950 S Winter Park Dr Suite 290, Casselberry, FL 32707, United States -
Aviles-Yaeger Law Office
● ClosedAviles-Yaeger Law Office is a reputable legal institution located at 4923 North Pine Avenue in Winter Park, Florida, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal counsel and representation to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, Aviles-Yaeger Law Office is a trusted choice for all your legal needs. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, the skilled attorneys at Aviles-Yaeger Law Office are here to help. Contact them today to schedule a consultation and discuss how they can assist you with your legal concerns.
4923 N Pine Ave, Winter Park, FL 32792, United States -
Law Office of Guy H. Gilbert
● OpenThe Law Office of Guy H. Gilbert, PL, located at 2431 Aloma Avenue in Winter Park, Florida, is a trusted institution offering over 29 years of legal expertise in criminal defense. Our experienced team is dedicated to guiding and supporting clients facing a range of criminal charges. Specializing in first-time DUI offenses, multiple DUI cases, underage DUI, felony DUI, drug-related offenses, theft, violent crimes, misdemeanors, and firearms charges, we provide personalized legal strategies tailored to your unique situation. With a focus on achieving the best possible outcome for your needs, our team offers comprehensive defense services and free case evaluations. Contact us today to experience the difference with our knowledgeable legal team at the Law Office of Guy H. Gilbert, PL.
2431 Aloma Ave #242, Winter Park, FL 32792, United States -
The Law Office Of Mark Bakay
● ClosedThe Law Office of Mark Bakay is a reputable legal institution located at 2431 Aloma Avenue in Winter Park, Florida. Specializing in various areas of law, Mark Bakay and his team provide expert legal representation and guidance to clients in need. With a focus on personalized service and a commitment to achieving the best possible outcomes for each case, The Law Office of Mark Bakay is dedicated to serving the legal needs of individuals and businesses in the Winter Park area. Whether you are facing a criminal charge, dealing with a family law issue, or in need of assistance with estate planning, Mark Bakay and his team are here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
2431 Aloma Ave #254, Winter Park, FL 32792, United States -
The Law Office of Carrie L. Rentz, P.A.
● ClosedThe Law Office of Carrie L. Rentz, P.A. is a reputable legal institution located at 425 West New England Avenue in Winter Park, Florida. Specializing in various areas of law, including family law, estate planning, and probate, Attorney Carrie L. Rentz provides expert legal representation and guidance to clients in need. With a commitment to personalized service and a dedication to achieving favorable outcomes for her clients, Attorney Rentz is highly respected in the legal community. Whether you are facing a divorce, need assistance with creating a will, or require representation in a probate matter, The Law Office of Carrie L. Rentz, P.A. is here to help.
425 W New England Ave # 200, Winter Park, FL 32789, United States -
Family First Firm - Medicaid and Elder Law Attorneys
● ClosedFamily First Firm is a dedicated team of Medicaid and Elder Law Attorneys located in Winter Park, Florida. Our firm specializes in providing legal assistance and guidance to families facing complex issues related to Medicaid planning and elder law. Our experienced attorneys are committed to putting family first and ensuring that our clients receive the best possible legal representation and support. Whether you are navigating the complexities of Medicaid eligibility or need assistance with estate planning for elderly loved ones, Family First Firm is here to help. Visit us at 1030 West Canton Avenue to learn more about how we can assist you with your legal needs.
1030 W Canton Ave Suite 102, Winter Park, FL 32789, United States -
Baillargeon Law Firm
● ClosedBaillargeon Law Firm is a reputable legal institution located in Winter Park, Florida, United States. Our experienced team of attorneys specializes in a wide range of legal services, including personal injury, family law, criminal defense, and estate planning. With a commitment to providing personalized and professional representation, we strive to achieve the best possible outcomes for our clients. Trust Baillargeon Law Firm to handle your legal needs with skill, dedication, and integrity.
501 N Orlando Ave Suite 313 #173, Winter Park, FL 32789, United States -
Your Caring Law Firm
● ClosedYour Caring Law Firm, located at 2323 Lee Road in Winter Park, Florida, is a specialized institution offering services in accounting, finance, and law. The firm is dedicated to guiding individuals through important decisions such as estate planning, asset protection, and probate proceedings. At Your Caring Law Firm, the team understands the emotional challenges that come with preparing for the future and passing down assets and values to loved ones. They offer personalized services tailored to each client's unique needs, whether they are a young family, a senior couple, or anyone in between.
2323 Lee Rd, Winter Park, FL 32789, United States -
John P. Wallace
● ClosedJohn P. Wallace is a reputable law firm located at 611 Wymore Road in Winter Park, Florida. With a team of experienced and dedicated lawyers, the institution specializes in providing high-quality legal services to clients in various areas of law. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, John P. Wallace is committed to providing top-notch legal counsel and representation. With a focus on achieving the best possible outcomes for their clients, the institution has earned a reputation for excellence in the Winter Park community and beyond.
611 Wymore Rd Unit 219, Winter Park, FL 32789, United States -
LomasLaw, P.A.
● ClosedLomasLaw, P.A. is a reputable law firm located at 331 Wymore Road in Winter Park, Florida, United States. Specializing in various legal matters, the experienced team at LomasLaw, P.A. is dedicated to providing quality legal services to their clients. Whether you are in need of representation for personal injury cases, family law matters, or estate planning, LomasLaw, P.A. is committed to helping you navigate the legal system with confidence and ease. Contact them today for a consultation and see how they can assist you with your legal needs.
331 Wymore Rd, Winter Park, FL 32789, United States -
Manish Mehta, CFA, CFP - UBS Financial Services Inc.
● OpenManish Mehta, CFA, CFP - UBS Financial Services Inc. is a reputable finance institution located at 201 North New York Avenue in Winter Park, Florida, United States. Specializing in financial services, the institution is led by Manish Mehta, a Certified Financial Analyst and Certified Financial Planner. With a focus on providing expert financial guidance and investment solutions, clients can trust in the knowledge and expertise of the team at UBS Financial Services Inc. to help them achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth preservation strategies, Manish Mehta and his team are dedicated to providing top-notch financial services tailored to your specific needs.
201 N New York Ave Suite 300, Winter Park, FL 32789, United States -
Ramsey Smathers Law Offices
● OpenRamsey Smathers Law Offices is a reputable legal institution located at 2721 West Fairbanks Avenue in Winter Park, Florida. Specializing in various areas of law, the experienced team at this office provide top-notch legal services to clients in need of professional representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Ramsey Smathers Law Offices is dedicated to providing expert guidance and support. Trustworthy, knowledgeable, and committed to achieving the best possible outcome for their clients, Ramsey Smathers Law Offices is a go-to destination for all your legal needs in Winter Park, Florida.
2721 W Fairbanks Ave #100, Winter Park, FL 32789, United States -
McKeever Law Firm
● OpenMcKeever Law Firm is a reputable legal institution located at 157 East New England Avenue in Winter Park, Florida, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of representation. With a commitment to excellence and a track record of success, McKeever Law Firm is dedicated to fighting for their clients' rights and achieving the best possible outcomes in their cases. Whether you are facing a personal injury claim, a criminal charge, or need assistance with estate planning, McKeever Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.
157 E New England Ave, Winter Park, FL 32789, United States -
BCR CPAs and Advisors INC
● ClosedBCR CPAs and Advisors INC is a full-service tax and accounting firm located at 2431 Aloma Avenue in Winter Park, Florida, United States. Specializing in helping small businesses, real estate investors, and high net worth individuals with their tax preparation and financial service needs, BCR CPAs & Advisors understands that accounting is the heartbeat of all businesses. With expertise in tax laws and strategies to minimize tax liability, the team at BCR CPAs & Advisors works with clients year-round to provide personalized tax planning options in addition to basic tax preparation services. Investing in real estate can lead to financial success, but over taxation can erode potential wealth. BCR CPAs & Advisors offers knowledgeable real estate CPA services to help real estate investors minimize tax liability and maximize profits. Additionally, the team at BCR CPAs & Advisors provides guidance on setting up businesses, advising on the best business structure based on individual situations.
2431 Aloma Ave Suite 102-104, Winter Park, FL 32792, United States -
Business Valuation CPA
● ClosedBusiness Valuation CPA is a leading institution located at 2431 Aloma Avenue in Winter Park, Florida, United States. Specializing in accounting and finance, our team offers comprehensive business valuation services to help safeguard your assets and minimize tax liabilities through strategic estate planning. We work closely with estate planning specialists, retirement planners, and law firms to provide expert guidance and support. Our founder, Tom, is a nationally recognized contributor to the profession of business valuation, with industry-accepted procedures that have been published multiple times in reputable publications. With credentials from the State of Florida Board of Accountancy, the American Association of Certified Public Accountants, and the Association of Certified Fraud Examiners, Tom is committed to producing unbiased, accurate, and reliable reports.
2431 Aloma Ave #124, Winter Park, FL 32792, United States -
Garrett Law Firm P.A.
● ClosedGarrett Law Firm P.A. is a reputable legal institution located at 1850 Lee Road in Winter Park, Florida, United States. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation for a business matter, Garrett Law Firm P.A. is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you.
1850 Lee Rd #302, Winter Park, FL 32789, United States -
Adam Matthew Goldstein - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam Matthew Goldstein is a Financial Advisor at Ameriprise Financial Services, LLC, located at 101 South New York Avenue, Winter Park, Florida, United States. Adam 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 cover a wide range of financial planning topics, including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Adam is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and ongoing education, Adam helps clients make informed decisions to achieve their financial goals.
101 S New York Ave UNIT 210, Winter Park, FL 32789, United States -
Misael Lugo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMisael Lugo is a Financial Advisor at Ameriprise Financial Services, LLC located at 101 South New York Avenue, Winter Park, Florida, United States. Misael Lugo holds several 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®. These certifications demonstrate Misael Lugo's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. Misael Lugo is committed to providing comprehensive and personalized financial advice to clients, with a focus on ethics and professionalism.
101 S New York Ave UNIT 210, Winter Park, FL 32789, United States -
Jose Gabriel Lopez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJose Gabriel Lopez - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 101 South New York Avenue, Winter Park, Florida, United States. The institution offers a range of services and certifications to meet the diverse needs of individuals seeking financial advice. With certifications such as AAMS™, ADPA™, AEP®, AIF®, and many more, the advisors at Jose Gabriel Lopez - Financial Advisor are well-equipped to provide expert guidance on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the institution offers specialized services to cater to your unique financial goals. Trust in the expertise of the advisors at Jose Gabriel Lopez - Financial Advisor, Ameriprise Financial Services, LLC for all your financial planning needs.
101 S New York Ave UNIT 210, Winter Park, FL 32789, United States -
Susan Conroy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSusan Conroy - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2415 Aloma Avenue, Winter Park, Florida, United States. Susan Conroy 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, 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 Susan Conroy's expertise and commitment to providing high-quality financial advice and services to her clients. Whether you are looking for assistance with retirement planning, estate planning, investment management, or any other financial needs, Susan Conroy is equipped with the knowledge and skills to help you achieve your financial goals. Contact Susan Conroy - Financial Advisor, Ameriprise Financial Services, LLC to schedule a consultation today.
2415 Aloma Ave, Winter Park, FL 32792, United States -
Marcia L Raidle - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMarcia L Raidle is a Financial Advisor at Ameriprise Financial Services, LLC located at 601 North New York Avenue in Winter Park, Florida, United States. Marcia 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, 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 Marcia's expertise in various areas of financial planning and asset management, providing clients with comprehensive and specialized services tailored to their individual needs. Whether you are planning for retirement, estate planning, investment management, or any other financial goals, Marcia L Raidle is equipped to help you navigate the complexities of financial planning with professionalism and integrity.
601 N New York Ave Ste 211, Winter Park, FL 32789, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1560 Orange Avenue in Winter Park, Florida, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to individual and institutional clients. With a team of experienced financial advisors and analysts, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James Financial Services is committed to providing personalized solutions tailored to your specific needs.
1560 Orange Ave Ste 650, Winter Park, FL 32789, United States -
Bank of America Private Client Advisor Kelly Gegerson
● OpenBank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
250 S Park Ave, Winter Park, FL 32789, United States
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