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TOP 30 Estate planning services in Bradenton, FL
77 results found
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Timothy Alan Tate: Primerica - Financial Services
Timothy Alan Tate: Primerica - Financial Services is a finance and insurance agency located at 4301 32nd Street West in Bradenton, Florida, United States. With a focus on providing comprehensive financial services, Timothy Alan Tate and his team at Primerica aim to help individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at this institution are dedicated to providing personalized solutions to meet your unique needs. Contact Timothy Alan Tate: Primerica - Financial Services today to start building a solid financial foundation for tomorrow.
Tidemark Financial Services & Insurance
Tidemark Financial Services & Insurance is a finance and insurance agency located at 11065 Gatewood Drive in Bradenton, Florida, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), 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® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics from asset management to estate planning, retirement planning, and specialized areas like military financial advising and long-term care planning. The institution is dedicated to providing comprehensive and specialized training for financial professionals to better serve their clients' needs.
Marc J. Soss, Esq. Estate Planning - Corporate - Probate
Marc J. Soss, Esq. Estate Planning - Corporate - Probate is a prestigious institution located at 9040 Town Center Parkway in Bradenton, Florida, United States. Specializing in accounting, finance, and legal services, this firm is led by Marc J. Soss, a retired U.S. Navy Supply Corps Officer with over 30 years of experience. Recognized for his outstanding contributions to the legal field, Marc J. Soss has received accolades such as the 2020 Rhode Island Bar Journal Outstanding Contributor Award and the Attorney.Com Top Attorney Award in Estate Planning. The firm offers a wide range of services including estate planning, probate administration, asset protection planning, and business and corporate law. They assist clients with drafting legal documents such as Last Will & Testament, Revocable Trusts, Powers of Attorney, and Health Care Surrogates. Additionally, they provide guidance on Florida strategies for protecting assets from creditors and planning for incapacity.
Barnes Walker Attorneys in Bradenton
Barnes Walker Attorneys in Bradenton is a reputable law firm located in Bradenton, Florida. With their office situated at 9020 58th Drive East, they provide expert legal services to clients in the area. Specializing in various areas of law, including personal injury, family law, estate planning, and more, the team at Barnes Walker Attorneys is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, Barnes Walker Attorneys is ready to help. Contact them today to schedule a consultation and see how they can assist with your legal needs.
Jay T Hoffmeister - Financial Advisor, Ameriprise Financial Services, LLC
Jay T Hoffmeister is a financial advisor at Ameriprise Financial Services, LLC located at 2310 Manatee Avenue West in Bradenton, Florida, United States. Jay 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jay is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, estate planning, retirement planning, or investment strategies, Jay has the expertise and knowledge to help you achieve your financial goals. Contact Jay T Hoffmeister today for personalized financial advice tailored to your unique needs.
Jay T Hoffmeister - Financial Advisor, Ameriprise Financial Services, LLC
Jay T Hoffmeister is a financial advisor at Ameriprise Financial Services, LLC located at 410 43rd Street West in Bradenton, Florida, United States. Jay 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jay specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Jay is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Jay T Hoffmeister for expert advice on investment strategies, estate planning, retirement planning, and more.
Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC
Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11065 Gatewood Drive, Bradenton, Florida, United States. Amanda Panico 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®. Amanda Panico is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, investment strategies, and retirement planning, Amanda Panico is committed to helping clients achieve their financial goals.
J Michael La Bree - Financial Advisor, Ameriprise Financial Services, LLC
J Michael La Bree - Financial Advisor at Ameriprise Financial Services, LLC, located at 410 43rd Street West in Bradenton, Florida, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, J Michael La Bree is dedicated to providing expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for advice on fixed-rate and variable annuities, portfolio management, or exit planning, J Michael La Bree has the expertise to help you navigate the complex world of finance. Contact J Michael La Bree today to schedule a consultation and take the first step towards achieving your financial goals.
Kennedy Whaley Financial - Ameriprise Financial Services, LLC
Kennedy Whaley Financial - Ameriprise Financial Services, LLC, located at 1111 3rd Avenue West in Bradenton, Florida, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, major purchases, and more, we provide investment, asset allocation, and portfolio recommendations tailored to your needs. Our experienced financial advisors document your goals, regularly review your progress, and adjust your approach as life changes. You can easily access your investments and track your progress towards your goals from any device, securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can assist you in achieving your financial goals. Our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Contact us today to discuss what's most important to you and start planning for a secure financial future.
Kathleen Merriman - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen Merriman is a financial advisor at Ameriprise Financial Services, LLC located at 11065 Gatewood Drive in Bradenton, Florida, United States. Kathleen 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 Kathleen's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Kathleen is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is committed to upholding the highest ethical standards and continuously improving her knowledge and skills to better serve her clients.
Jonathan J Di Rico - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan J Di Rico is a financial advisor at Ameriprise Financial Services, LLC located at 11065 Gatewood Drive, Bradenton, Florida, United States. Jonathan 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 Jonathan's expertise in asset management, retirement planning, estate planning, investment analysis, risk management, and more. With a focus on providing comprehensive financial planning services, Jonathan is dedicated to helping clients achieve their financial goals and secure their financial futures.
JG Capital Consultants
JG Capital Consultants is a reputable finance and real estate agency located at 7210 Manatee Avenue West in Bradenton, Florida, United States. With a team of experienced professionals, they provide expert financial advice and real estate services to clients looking to invest or manage their assets. Whether you are a first-time homebuyer or a seasoned investor, JG Capital Consultants is dedicated to helping you achieve your financial goals and make informed decisions. Contact them today to learn more about their services and how they can assist you with your financial and real estate needs.
Millennium Insurance and Investment Group of Florida
Millennium Insurance and Investment Group of Florida is a reputable insurance agency located at 4308 75th Street West in Bradenton, Florida. With a strong focus on providing top-notch insurance and investment services to clients in the area, our experienced team is dedicated to helping individuals and businesses protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are here to assist you every step of the way. Contact us today to learn more about how we can help you achieve peace of mind and financial security.
Mackey Law Group, P.A.
Mackey Law Group, P.A. is a distinguished law firm located in Bradenton, Florida. Specializing in various legal services, their experienced team of lawyers is dedicated to providing top-notch representation and personalized solutions for their clients. Whether you are in need of assistance with family law, estate planning, business law, or any other legal matter, Mackey Law Group, P.A. is committed to delivering exceptional results. With a convenient location at 1402 3rd Avenue West, you can trust in their expertise and professionalism to guide you through your legal challenges.
Peter Lombardo Law Office
Peter Lombardo Law Office is a trusted legal institution located in Bradenton, Florida. Specializing in various areas of law, including criminal defense, personal injury, and family law, our experienced team of lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Peter Lombardo Law Office is the go-to destination for individuals seeking reliable and effective legal services in the Bradenton area. Visit us at 529 13th Street West to discuss your legal needs and discover how we can help you navigate the complexities of the legal system.
The Law Office of Colleen M. Glenn, P.A.
The Law Office of Colleen M. Glenn, P.A. is a trusted legal institution located at 1017 Manatee Avenue West in Bradenton, Florida. Specializing in various areas of law, including family law, estate planning, and real estate law, Colleen M. Glenn and her team provide personalized and professional legal services to clients throughout the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, The Law Office of Colleen M. Glenn, P.A. is a top choice for individuals seeking experienced and knowledgeable legal representation.
Holland Law Group, P.A.
Holland Law Group, P.A. is a reputable law firm located at 1401 Manatee Avenue West in Bradenton, Florida. Specializing in various legal services, their team of experienced attorneys is dedicated to providing top-notch legal representation to their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, Holland Law Group, P.A. is there to guide you through the legal process with professionalism and expertise. Trustworthy and reliable, they are committed to achieving the best possible outcomes for their clients. Contact Holland Law Group, P.A. today for all your legal needs.
McKay Law Firm, P.A.
McKay Law Firm, P.A. is a reputable law firm located in Bradenton, Florida. Our experienced team of lawyers specializes in various areas of law, including personal injury, criminal defense, family law, and estate planning. We are dedicated to providing high-quality legal representation and personalized service to each of our clients. Whether you are facing a legal issue or need assistance with a complex legal matter, our team is here to help. Contact us today at 1904 Manatee Avenue West to schedule a consultation and learn more about how we can assist you with your legal needs.
Golm Law Firm
Golm Law Firm is a reputable legal institution located at 4916 26th Street West in Bradenton, Florida. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced lawyers, Golm Law Firm is committed to delivering personalized and effective solutions for each client's unique legal needs. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Golm Law Firm is here to help. Trust in their expertise and dedication to guide you through the legal process with professionalism and integrity.
Barnes Walker Law Firm - Sarasota, Manatee Counties
Barnes Walker Law Firm is a reputable legal institution serving Sarasota and Manatee Counties in Florida. Located at 3119 Manatee Avenue West in Bradenton, this law firm specializes in providing expert legal services in various areas of law. With a team of experienced lawyers, Barnes Walker Law Firm is committed to providing high-quality legal representation and personalized services to their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, the professionals at Barnes Walker Law Firm are dedicated to helping you navigate the legal system with ease and confidence. Contact them today for a consultation to discuss your legal needs.
The Moriarty Law Firm, P.A.
The Moriarty Law Firm, P.A. is a reputable legal institution based in Bradenton, Florida. With a prime location at 1001 3rd Avenue West, this firm specializes in providing expert legal services to clients in need of assistance with various legal matters. The team of experienced attorneys at The Moriarty Law Firm, P.A. is dedicated to providing personalized and effective representation to help clients achieve their legal goals. Whether you are facing a complex legal issue or need guidance on a specific matter, The Moriarty Law Firm, P.A. is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Knowles, Bouziane & Shaffer Law, LLC
Knowles, Bouziane & Shaffer Law, LLC is a reputable law firm located at 2812 Manatee Avenue West in Bradenton, Florida. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Knowles, Bouziane & Shaffer Law, LLC is committed to helping you navigate the legal process with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
CMB Law LLC
CMB Law LLC is a reputable law firm located at 546 12th Street West in Bradenton, Florida, United States. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, CMB Law LLC is dedicated to providing top-notch service and achieving the best possible outcomes for their clients. With a commitment to professionalism and integrity, this institution is a trusted choice for all your legal needs.
Hale Law
Hale Law is a reputable law firm located at 4916 26th Street West in Bradenton, Florida. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, estate planning, or business law matters, Hale Law is here to help. Trust in our expertise and commitment to achieving the best possible outcome for your legal needs. Contact us today to schedule a consultation.
Kaklis Venable & Witt
Kaklis Venable & Witt is a prestigious law firm located in Bradenton, Florida. Our experienced team of lawyers specializes in various areas of law, including personal injury, family law, estate planning, and more. We are dedicated to providing high-quality legal services to our clients and helping them navigate the complexities of the legal system. Located at 1400 4th Avenue West, our firm is easily accessible and conveniently located for clients in the Bradenton area. Trust Kaklis Venable & Witt for all your legal needs.
Affordable Attorney Gerling Law Group Chartered
Affordable Attorney Gerling Law Group Chartered is a reputable law firm located at 6148 Florida 70 in Bradenton, Florida, United States. Specializing in various legal services, their team of experienced lawyers provides high-quality representation at affordable rates. Whether you are in need of assistance with personal injury claims, family law matters, or estate planning, the attorneys at Gerling Law Group Chartered are dedicated to helping their clients navigate the legal system with professionalism and expertise. With a commitment to delivering excellent service and achieving favorable outcomes for their clients, this institution is a trusted choice for legal representation in the Bradenton area.
Attorney Jason Reid
Attorney Jason Reid is a reputable law firm located at 912 7th Avenue East in Bradenton, Florida. Specializing in various legal matters, Attorney Jason Reid provides expert legal services to clients in need of representation. With a strong track record of success and a dedication to achieving the best outcomes for their clients, Attorney Jason Reid is a trusted and reliable choice for all your legal needs. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a criminal matter, Attorney Jason Reid is here to help. Contact them today to schedule a consultation and find out how they can assist you with your legal issues.
Ferrari, Butler & Moneymaker, PLLC, Liz Moneymaker, P.A.
Ferrari, Butler & Moneymaker, PLLC, Liz Moneymaker, P.A. is a prestigious law firm located at 714 Manatee Avenue East in Bradenton, Florida. Specializing in various areas of law, including personal injury, family law, and estate planning, the firm is dedicated to providing expert legal representation and personalized service to clients in the United States. Led by experienced attorney Liz Moneymaker, the firm is known for its professionalism, integrity, and commitment to achieving the best possible outcomes for its clients. Contact Ferrari, Butler & Moneymaker, PLLC, Liz Moneymaker, P.A. for all your legal needs.
Grivas Law Group, P.A.
Grivas Law Group, P.A. is a reputable law firm located at 924 7th Avenue East in Bradenton, Florida, United States. With a team of experienced attorneys, they specialize in various legal services including personal injury, criminal defense, family law, and estate planning. The firm is known for their dedication to providing personalized and effective legal representation to their clients. Whether you are in need of legal advice or representation, Grivas Law Group, P.A. is committed to helping you navigate through the complexities of the legal system. Contact them today for a consultation.
Castro Law PA
Castro Law PA is a reputable law firm located at 1304 6th Avenue West in Bradenton, Florida. Specializing in various legal services, the experienced lawyers at Castro Law PA provide expert advice and representation to clients in need of assistance with their legal matters. Whether it's a personal injury case, family law issue, or criminal defense, the team at Castro Law PA is dedicated to providing top-notch legal services tailored to each client's unique needs. With a commitment to professionalism and excellence, Castro Law PA is a trusted institution in the legal community in Bradenton, Florida.
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