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TOP 30 Estate planning guidance in Lake Mary, FL
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Search for local businesses, places and services near you
Fraga Financial Group
Fraga Financial Group is an insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our mission is to help clients protect their hard-earned money for retirement and make the retirement process as simple as possible. We offer products tailored to individual needs and goals, focusing on safety, reasonable rates of return, and simplicity. Our team works to secure stable retirement income and protect principal amounts, using strategies such as fixed indexed annuities. We provide information and guidance to help clients make informed decisions about saving and protecting their money. Our seminars offer insights on protecting savings, potential rates of return, and more, along with complimentary meals. With multiple locations in Florida, including Orlando and Celebration, we are dedicated to helping clients plan for a secure retirement future. Please note that our products offer a reasonable rate of return over time, backed by the claims paying ability of the carrier. Contact us to reserve a spot at one of our seminars and learn more about securing your financial future.
Alper Law
Alper Law is a well-established finance and lawyer institution located at 255 Primera Boulevard in Lake Mary, Florida. Specializing in asset protection and estate planning, Alper Law is a third-generation law firm near Orlando. Jon Alper and Gideon Alper, the expert attorneys at Alper Law, provide personalized services to clients, ensuring direct communication and no delegation of work to junior associates. With most services priced as flat fees, clients can know in advance how much they will pay. Jon Alper, with over 30 years of experience, is recognized as one of the leading experts in Florida asset protection law. Gideon Alper, with a background as an attorney for the IRS Office of Chief Counsel, specializes in asset protection for individuals and small businesses. Additionally, Gideon provides services in real estate transfers and family adoptions. Alper Law serves clients throughout Florida, offering remote services through phone and Zoom. From asset protection to estate planning, real estate transfers, and adoptions, Alper Law provides comprehensive legal services to meet the unique needs of each client. Whether establishing an offshore trust or representing clients in a Chapter 7 bankruptcy proceeding, Alper Law is dedicated to helping clients protect their assets and achieve their legal goals. Please note that prospective clients may not obtain the same or similar results.
The Law Firm of Aimee J. Hefley, P.A.
The Law Firm of Aimee J. Hefley, P.A. is a reputable legal institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Attorney Aimee J. Hefley and her team are dedicated to providing high-quality legal services to their clients. With a strong commitment to professionalism, integrity, and personalized attention, this law firm is known for its expertise and compassionate approach to helping clients navigate complex legal matters. Contact The Law Firm of Aimee J. Hefley, P.A. for reliable legal representation and guidance.
Monts Law, P.L.
Monts Law, P.L. is a reputable law firm located at 766 North Sun Drive in Lake Mary, Florida. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Monts Law, P.L. is committed to helping you navigate the legal system with skill and expertise. Contact them today for professional legal assistance you can trust.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 250 International Parkway in Lake Mary, Florida, is a leading finance institution offering a wide range of wealth management services. With a team of experienced advisors, the institution caters to individuals, families, business owners, executives, and institutions, providing tailored financial strategies to address wealth planning challenges and opportunities. The advisors at Merrill Lynch Wealth Management bring years of combined knowledge and experience to the table, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create customized financial strategies to meet their long-term objectives.
William C. Grossman Law
William C. Grossman Law is a reputable law firm located at 725 Primera Boulevard in Lake Mary, Florida. With a team of experienced attorneys, they specialize in various areas of law including personal injury, criminal defense, family law, estate planning, and more. Client satisfaction is their top priority, and they strive to provide personalized and effective legal solutions for each individual case. Whether you are facing a legal issue or need guidance on legal matters, William C. Grossman Law is here to help. Contact them today for a consultation.
Lincoln Financial Group
Lincoln Financial Group is a financial institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Specializing in financial services and products, Lincoln Financial Group offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or estate planning, the experts at Lincoln Financial Group are dedicated to providing personalized and comprehensive financial guidance. Visit their ATM location today to access convenient banking services and start building a secure financial future.
List of local businesses, places and services in Florida
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