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TOP 30 Estate planning in The Villages, FL
136 results found
Search for local businesses, places and services near you
Anita Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anita Stephens - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4807 County Road 466A, The Villages, Florida, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. The advisors at Anita Stephens - Private Wealth Advisor are trained and certified in various aspects of financial planning, investment management, estate planning, and more to provide comprehensive and specialized services to their clients.
Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC
Catherine Harris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11714 Northeast 62nd Terrace, The Villages, Florida, United States. Catherine Harris holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Catherine Harris is dedicated to providing ethical and professional financial advice to help clients achieve their financial goals.
Keriann Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
Keriann Mitchell is a financial advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Keriann 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®. Keriann is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She specializes in asset management, investment strategies, estate planning, risk management, and retirement planning. Keriann is committed to upholding the highest standards of ethics and professionalism in her practice.
Alec Thomas - Financial Advisor, Ameriprise Financial Services, LLC
Alec Thomas is a financial advisor at Ameriprise Financial Services, LLC located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Alec Thomas 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®, 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 Alec Thomas' expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Alec Thomas is dedicated to providing comprehensive financial planning services to clients, including veterans and military personnel.
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
Interra Law Firm, P.A.
Interra Law Firm, P.A. is a prestigious legal institution located at 560 Village Boulevard in West Palm Beach, Florida, United States. Our team of experienced attorneys is dedicated to providing exceptional legal services to our clients in a wide range of practice areas. Whether you are in need of assistance with business law, real estate transactions, estate planning, or litigation, our knowledgeable and skilled attorneys are here to help. At Interra Law Firm, P.A., we are committed to achieving the best possible outcomes for our clients and providing personalized attention to each case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
CPS Investment Advisors
CPS Investment Advisors is a wealth management institution located at 11962 County Road 101 in The Villages, Florida, United States. The institution offers the CPAlliance® program, a Turnkey Asset Management Program (TAMP) specifically designed by CPAs for CPAs. As a network of elite CPA Financial Planners who are registered investment advisors, CPS Investment Advisors is uniquely qualified to help clients achieve and protect financial independence. The CPAlliance® program provides asset management, performance reporting, trade reconciliation, and billing services, allowing CPAs to focus on their client's goals while CPS Investment Advisors takes care of the rest. With an understanding of the limited time CPAs have, the CPAlliance® program is designed to meet the growing need for CPA Financial Planners.
Burns Law Offices, PA, Natalie M. Burns, Esquire, Palm Beach Office
Burns Law Offices, PA, Natalie M. Burns, Esquire, Palm Beach Office is a reputable law firm located in Palm Beach Gardens, Florida. Led by experienced attorney Natalie M. Burns, the firm specializes in providing high-quality legal services to clients in various practice areas. With a commitment to excellence and a dedication to client satisfaction, Burns Law Offices, PA strives to deliver personalized and effective legal representation. Located at 800 Village Square Crossing, Palm Beach Gardens, the firm is conveniently situated to serve clients in the Palm Beach area and beyond. Whether you are seeking assistance with estate planning, real estate transactions, or business law matters, Burns Law Offices, PA is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Brookmyer Hochman Probst & Jonas P.A.
Brookmyer Hochman Probst & Jonas P.A. is a prestigious law firm located at 800 Village Square Crossing in Palm Beach Gardens, Florida, United States. With a team of experienced and dedicated attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, estate planning, and litigation. Known for their professionalism and commitment to excellence, Brookmyer Hochman Probst & Jonas P.A. is dedicated to providing top-notch legal representation to their clients. Whether you are in need of legal advice or representation, this firm is the go-to destination for all your legal needs.
Mary Romaine - Financial Advisor, Ameriprise Financial Services, LLC
Mary Romaine is a Financial Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. Mary 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®. These certifications demonstrate Mary's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Mary is dedicated to providing comprehensive and personalized financial advice to individuals and businesses, ensuring they achieve their financial goals and secure their financial future.
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira 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®, 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 Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Rapson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Matthew holds various certifications and designations, 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®. Matthew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and retirement planning, Matthew is committed to helping clients achieve their financial goals. Contact Matthew Rapson at Ameriprise Financial Services, LLC for expert financial advice and personalized financial planning solutions.
Stephen Donald Kuhn - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Donald Kuhn is a financial advisor at Ameriprise Financial Services, LLC, located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. Stephen 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®, 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 Stephen's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. Stephen is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. The institution offers a wide range of financial services and is known for its team of highly qualified professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution is committed to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, professionalism, and expertise, Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner for all your financial needs.
Alamo Vacation Homes
Alamo Vacation Homes is a reputable real estate and travel agency located in the heart of Orlando, Florida. Situated at 13574 Village Park Drive, our agency specializes in providing luxurious vacation rentals for travelers looking to experience the magic of the Orlando area. Our team of dedicated professionals are committed to helping our clients find the perfect accommodation for their stay, whether it be a cozy condo or a spacious villa. With a wide range of properties to choose from, Alamo Vacation Homes ensures that every guest enjoys a comfortable and memorable stay in the Sunshine State. Contact us today to start planning your dream vacation in Orlando!
Pelican Place
Pelican Place is a charming institution located at 3221 Northeast 7th Place in Pompano Beach, Florida, offering a unique blend of lodging, real estate, and travel agency services. Our vacation rentals in Pompano Beach are designed to provide guests with days filled with sun, fun, and relaxation. Whether you're planning a family vacation or a romantic getaway, our properties at Pineapple and Pelican Place offer the perfect central location for exploring all that South Florida has to offer. Each of our units is equipped with high-speed Wi-Fi, smart TVs with access to popular streaming services, outdoor patios with swimming pools, BBQ areas, dining spaces, and lounge areas. Our fully-equipped kitchens are stocked with everything you need to prepare delicious meals, making your vacation experience even more enjoyable.
Loma Homes
Loma Homes is a remarkable real estate and travel agency located at 4551 Village Way, Destin, Florida, United States. Guests have raved about the attention to detail in the decor and theming of the homes, as well as the stellar scavenger hunts provided. Families have made priceless memories at Loma Homes, with children of all ages enjoying the beautiful place and its amenities. The location, cleanliness, decoration, and communication at Loma Homes have all received high praise from visitors. Guests have given the homes five stars and are already planning their next visit. To stay connected with Loma Homes and receive updates, guests can indicate their preferred method of contact for future communication.
Crossroads Realty & Property Management
Crossroads Realty & Property Management is a trusted real estate agency located in Ocala, Florida. Serving Marion, Citrus, Lake Counties, and The Villages, our experienced team can help you maximize your income, reduce risk, and protect your investment as a landlord. Whether you need property management services such as financial reporting, tenant screenings, and rent collection, or assistance with buying or selling a home in Ocala, we have the expertise and resources to meet your needs. Our online application process for potential renters, thorough tenant screenings, and efficient rent collection process make managing your property stress-free. We also offer expert market analysis, thorough property inspections, detailed financial reporting, and eviction assistance to ensure your investment is well taken care of. Schedule a consultation with us today to discuss your property goals and find the best plan for you. See what our satisfied clients have to say about their experiences with Crossroads Realty & Property Management.
Aventine at Forest Lakes Apartment Homes
Aventine at Forest Lakes Apartment Homes is a premier real estate agency located at 100 Old Village Way in Oldsmar, Florida. Our stunning apartment homes offer luxurious living in a beautiful and convenient location. With top-notch amenities, spacious floor plans, and a friendly and professional staff, Aventine at Forest Lakes is the perfect place to call home. Experience the best in apartment living at Aventine at Forest Lakes Apartment Homes.
Cypress Grand Apartments
Cypress Grand Apartments is a premier real estate agency located at 8134 Colonial Village Drive in Tampa, Florida. Our luxurious apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. With a variety of one, two, and three-bedroom units available, Cypress Grand Apartments is the perfect place to call home in the heart of Tampa. Our friendly staff is dedicated to providing exceptional customer service and helping you find the perfect apartment to fit your lifestyle. Visit us today and experience the Cypress Grand Apartments difference.
Westwood Reserve Apartments
Westwood Reserve Apartments is a luxurious real estate agency located at 8801 Citrus Village Drive in Tampa, Florida. Our apartments offer a perfect blend of modern convenience and natural beauty, with spacious floor plans, upscale amenities, and stunning views. Our community features a resort-style pool, fitness center, and clubhouse, providing residents with everything they need for a comfortable and convenient lifestyle. Come experience the ultimate in luxury living at Westwood Reserve Apartments.
Oxford Oaks
Oxford Oaks is a family-friendly neighborhood located near The Villages® in Oxford, Florida. Our real estate agency offers brand new, professionally designed homes with state-of-the-art appliances and features to make indoor living a breeze. With wide streets and sidewalks, residents can easily walk or bike to the neighborhood recreation area for various activities to stay active. Nearby amenities such as grocery stores, schools, restaurants, and more are just minutes away, saving you time and money. Choose from a variety of newly constructed homes with three or four bedrooms, starting from 1,527 square feet of living space. Our homes are built with high-quality materials such as concrete block with stucco finish or frame with siding. Explore our floor plans to see standard features, kitchen and bath options, and additional living space options.
KRG Vacation Rentals
KRG Vacation Rentals is a premier real estate and travel agency located at 1213 West Miller Street in Fruitland Park, Florida, United States. Our Ambassador Suite offers luxury accommodations typically found in top-tier hotels, featuring a separate bedroom, living area, private bathroom, and stunning city views from a private balcony. With amenities like a Jacuzzi tub, fully-equipped kitchen, and elegant décor, your stay with us will be unforgettable. Our team is dedicated to providing impeccable service and ensuring that every guest's needs are met. From spacious rooms to top-notch amenities, we strive to create a memorable experience for all visitors. Whether you're looking for live entertainment, local attractions, or a tranquil escape, our accommodations in The Villages® and Central Florida have something for everyone.
Bell Lake Forest Apartments
Bell Lake Forest Apartments is a luxurious real estate agency located in Sanford, Florida. Situated at 101 Integra Village Trail, this institution offers top-notch apartments with stunning lake views and upscale amenities. Residents can enjoy a resort-style pool, fitness center, and beautifully landscaped grounds. With spacious floor plans and modern finishes, Bell Lake Forest Apartments provides a comfortable and stylish living experience. Experience the ultimate in luxury living at this prestigious address in Sanford, Florida.
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.
Belvedere at Quail Run
Belvedere at Quail Run is a real estate agency located at 260 Quail Forest Boulevard in Naples, Florida. Our comfortable apartments for rent offer modern floor plans, sophisticated amenities, and a stunning location on a golf course. Whether you schedule an in-person, virtual, or self-guided tour, you'll see why Belvedere at Quail Run is the perfect place to call home in Naples. Our community is conveniently located near Naples Zoo, Delnor-Wiggins State Park, and Naples Botanical Gardens, providing plenty of outdoor beauty and activity options. We are also close to Florida Gulf Coast University, Hodges University Naples Campus, and Collier district schools, making commuting to school easy for our residents.
SUR Southside Quarter Apartments
SUR Southside Quarter Apartments is a premier real estate agency located at 7385 Park Village Drive in Jacksonville, Florida. Our modern and sophisticated apartments feature smart architecture, inspired interiors, and top-notch service. Each luxurious home is equipped with the latest efficiencies, high-tech features, and appliances to make your living experience seamless. SUR at Southside Quarter is a suburban oasis designed with your comfort and convenience in mind. Experience the ultimate in upscale living at SUR Southside Quarter Apartments.
Encore at Tradition
Encore at Tradition is a premier real estate agency located in the heart of Port St. Lucie, Florida. Our team of experienced and dedicated agents are committed to helping clients find their dream home in the beautiful community of Tradition. Whether you are looking to buy, sell, or rent a property, Encore at Tradition is here to provide exceptional service and guidance every step of the way. With a focus on personalized attention and a deep knowledge of the local real estate market, we strive to make the buying or selling process as smooth and stress-free as possible. Visit us at 8500 SW America Walks Blvd to learn more about our services and how we can help you achieve your real estate goals.
Siesta Bungalows
Siesta Bungalows is a charming lodging option located at 5310 Calle Florida in Sarasota, Florida, United States. Our institution offers 6 cozy beach bungalows within walking distance to Siesta Key Beach and Village, nestled in quiet tropical neighborhoods on Siesta Key. Our pet-friendly bungalows provide a comfortable stay in the heart of Siesta Key, each featuring a private backyard and screened-in porches or patios. Situated on 25 mph residential roads, our bungalows offer a peaceful retreat for guests looking to relax and unwind.
Sittin' Purdy
Sittin' Purdy is a unique institution located at 111 Village Way in Panama City Beach, Florida, United States. As a real estate and travel agency, Sittin' Purdy offers a one-of-a-kind experience for those looking to buy or rent property in this beautiful coastal town. With a team of knowledgeable agents and experts in the local market, Sittin' Purdy provides top-notch service and personalized assistance to help clients find their dream home or vacation rental. Whether you're looking to invest in a beachfront property or plan the perfect getaway, Sittin' Purdy is the go-to destination for all your real estate and travel needs.
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