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TOP 30 Estate planning in Punta Gorda, FL
47 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor Jill S Spatola
Merrill Lynch Financial Advisor Jill S Spatola is a dedicated and experienced financial institution located at 1190 West Marion Avenue, Punta Gorda, Florida, United States. With over 25 years of industry experience, Jill is committed to providing exceptional wealth management and client service to help individuals and families achieve their financial goals. She offers personalized financial planning services, including retirement plans, income planning, life insurance, and estate planning. Jill takes a holistic approach to financial planning, working closely with clients' attorneys, CPAs, and Medicare specialists to ensure all plans are sound and aligned. She is actively involved in the community, volunteering with organizations such as Girls on the Run and Women United of Charlotte County.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1190 West Marion Avenue in Punta Gorda, Florida, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide tailored financial strategies to help clients address their wealth planning challenges and opportunities. In addition to traditional investments and retirement income planning, Merrill Lynch advisors can also offer guidance on concentrated stock positions and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, taking the time to understand each client's personal and professional goals to create financial strategies that align with their long-term objectives.
Ashley, Brown & Smith, CPAs
Ashley, Brown & Smith, CPAs is a reputable accounting and finance institution located at 366 East Olympia Avenue in Punta Gorda, Florida, United States. With a team of experienced certified public accountants, they provide a wide range of professional services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business owner, Ashley, Brown & Smith, CPAs is dedicated to helping you achieve your financial goals and navigate complex financial matters with confidence.
Weaver Law Firm - Amber L. Weaver, Esquire P.A.
Weaver Law Firm, led by Amber L. Weaver, Esquire P.A., is a reputable legal institution located at 6200 Scott Street in Punta Gorda, Florida. With a focus on providing top-notch legal services to clients in the area, Weaver Law Firm offers expert legal representation in various practice areas. Whether you are in need of assistance with family law matters, estate planning, or business law, Amber L. Weaver and her team are dedicated to helping you navigate the legal system with confidence and ease. Trust Weaver Law Firm to provide personalized and effective legal solutions tailored to your unique needs. Contact them today to schedule a consultation and take the first step towards resolving your legal issues.
Edward M Dancek - Financial Advisor, Ameriprise Financial Services, LLC
Edward M Dancek is a financial advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. Edward 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®, 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®. Edward is dedicated to providing comprehensive financial planning services to individuals and small business owners, specializing in retirement planning, estate planning, asset management, and investment strategies. Edward's expertise and commitment to his clients' financial well-being make him a trusted advisor in the field of finance.
J Nathan Ledbetter - Private Wealth Advisor, Ameriprise Financial Services, LLC
J Nathan Ledbetter is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. He holds multiple 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investments, insurance, taxes, and more. J Nathan Ledbetter is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Thomas Lee - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Lee is a Financial Advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. Thomas Lee 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 Thomas Lee's expertise in asset management, estate planning, investment strategies, retirement planning, and more. With a focus on providing personalized financial advice to individuals and businesses, Thomas Lee is dedicated to helping clients achieve their financial goals.
The Law Office of Mary King, P.L.
The Law Office of Mary King, P.L. is a reputable institution located at 407 East Marion Avenue in Punta Gorda, Florida, United States. Specializing in accounting, finance, and legal services, the firm offers expert guidance and representation in a wide range of legal matters. With a focus on personalized attention and professional expertise, Mary King and her team are dedicated to helping clients navigate complex legal issues and achieve their financial goals. Whether you are in need of tax assistance, estate planning, or legal representation, The Law Office of Mary King, P.L. is committed to providing top-notch service and support.
Global Vacation Rentals
Global Vacation Rentals is a premier real estate and travel agency located in the vibrant city of Punta Gorda, Florida. Our team of dedicated professionals specializes in providing top-notch vacation rental properties for travelers looking to experience the beauty and excitement of the Sunshine State. Whether you're seeking a luxurious beachfront condo or a cozy cabin in the woods, we have a wide range of options to suit every taste and budget. From booking your dream vacation home to arranging exciting activities and excursions, our experts are here to ensure that your getaway is unforgettable. Visit us at 307 Taylor Street and let us help you plan the vacation of a lifetime!
Waterview Landing
Waterview Landing at Babcock Ranch is a general contractor institution located at 16058 Preservation Blvd in Punta Gorda, Florida. This innovative home community offers a range of personalization options and focuses on natural resources, conservation, lifestyle, and well-being. The homes at Waterview Landing feature expansive covered lanais, perfect for enjoying the Florida lifestyle. Situated on a peninsula overlooking the water, this community brings luxury Toll Brothers homes to the desirable Babcock Ranch master plan. Surrounded by Lake Babcock and a lush conservation area, residents can enjoy modern home designs with flexible spaces and transitional indoor-to-outdoor living opportunities, all with beautiful water views.
Deep Creek by Maronda Homes
Deep Creek by Maronda Homes is a general contractor and real estate agency located at 1009 Rio De Janeiro Avenue in Punta Gorda, Florida, United States. This community offers affordable living in Southwest Florida's Gulf region, with a prime location near the historic Punta Gorda where the Peace River meets Charlotte Harbor. The community features newer homes, many of which are less than 15 years old, bordering greenbelts and freshwater lakes or canals. Residents of Deep Creek can enjoy quick access to I-75 for commuting to nearby cities like Sarasota, Fort Myers, and Venice. The community also offers natural attractions such as waterside shopping, the Harborwalk, and Fishermen's Village on Charlotte Harbor. For golf enthusiasts, the Deep Creek Golf Club is a semi-private course designed by Mark McCumber, surrounded by native Florida wildlife.
Merolla Vacation Rental
Merolla Vacation Rental is a premier real estate and travel agency located at 3886 Bordeaux Drive in Punta Gorda, Florida, United States. Our agency specializes in providing luxurious vacation rental properties for those looking to experience the beauty and relaxation of Punta Gorda. Whether you are seeking a waterfront villa, a cozy beachfront cottage, or a spacious condo with stunning views, Merolla Vacation Rental has the perfect accommodations for your next getaway. Our team of experienced agents are dedicated to helping you find the ideal vacation rental that meets your needs and exceeds your expectations. Book with us today and start planning your dream vacation in beautiful Punta Gorda!
Avis Car Rental
Welcome to Avis Car Rental in Fort Myers, Florida, conveniently located at 4125 Cleveland Avenue. Our prime location near the Edison Mall Sears Auto Center and off US Highway 41 makes us the perfect choice for your car rental needs in central Fort Myers. Whether you're planning a family adventure to Sun Splash Family Waterpark, a fishing trip at Lakes Park, or a shopping spree at the Edison Mall, we have a wide range of vehicles to suit your travel plans. Take advantage of our special offer: enjoy one day free of daily time and mileage charges on an intermediate to full-size four-door car when you book a minimum three-day rental. Please note that taxes, concession recovery fees, and other charges are extra, and certain terms and conditions apply. This offer is valid at Avis locations across the contiguous U.S., excluding the New York Metro area, and requires an advance reservation.
ADB Homes
Welcome to ADB Homes, your premier choice for affordable new home construction in Southwest Florida. Located at 7101 Bucks Lane, Fort Myers, Florida 33912, ADB Homes is a trusted general contractor specializing in building high-quality, affordable homes in Fort Myers, Naples, Cape Coral, Lehigh Acres, Golden Gate Estates, Punta Gorda, Port Charlotte, and the surrounding areas. With over two generations of experience, our team is committed to providing exceptional value by using only the highest quality materials and construction practices at competitive prices. Our homes are not only structurally sound but also energy-efficient and built to exceed current energy and hurricane code requirements, ensuring peace of mind for our homeowners.
Clean Recovery Centers
Welcome to Clean Recovery Centers, Sarasota's premier destination for compassionate and comprehensive addiction and mental health treatment. Located at 6000 Deacon Pl, Sarasota, FL 34238, our center is committed to transforming lives through a unique, three-phase approach to substance use disorder treatment. We offer a warm, welcoming environment that challenges the traditional stigmas associated with drug rehab facilities. At Clean Recovery Centers, we understand that recovery is a personal journey. That's why we provide customized treatment plans for various substance use disorders, including heroin, cocaine, methamphetamine, fentanyl, benzodiazepines, and alcohol. Our dedicated team supports you every step of the way, ensuring a safe and nurturing environment to facilitate your recovery journey.
55+ Concierge Services LLC
Welcome to 55 Concierge Services LLC, your dedicated partner in real estate and travel, located in the beautiful community of Punta Gorda, Florida. Nestled at 453 Islamorada Boulevard, our agency specializes in providing exceptional services tailored for the 55 community. Whether you are looking to find your dream home or embark on your next travel adventure, our team of experienced professionals is here to assist you every step of the way. As a premier real estate agency, we offer personalized assistance in buying, selling, and managing properties, ensuring a seamless and stress-free experience. Our deep understanding of the local market and commitment to client satisfaction set us apart, making us the go-to choice for real estate needs in Punta Gorda and beyond.
*Tim White* - Your Luxury Pool Home REALTOR: Estero & Bonita Springs, Florida
Welcome to Tim White - Your Luxury Pool Home REALTOR, serving the beautiful areas of Estero and Bonita Springs, Florida! Located at 3409 Pelican Landing Parkway, Bonita Springs, our real estate agency is dedicated to providing exceptional service and expertise in the luxury pool home market. Our easy-to-use website offers the best real estate search for homes, condos, land, and foreclosure properties across Florida and Puerto Rico, updated every 5 minutes by the official Realtor®’s database. Whether you're just browsing or ready to make your next move, explore our extensive property listings, local resources, and market insights. By creating a complimentary account, you can unlock exclusive search features, save searches, and receive daily email alerts for new listings, price changes, sold data, and custom local market reports.
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