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TOP 30 Estate planning services in Clermont, FL
26 results found
Search for local businesses, places and services near you
Wesley Reed - Ameriprise Financial Services, LLC
Wesley Reed - Ameriprise Financial Services, LLC is a finance institution located at 1635 State Route 50 in Clermont, Florida, United States. Each Ameriprise advisor at this institution has their own "Top areas of focus" to help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation to help you with your financial needs.
Jarrod Shoemaker - Financial Advisor, Ameriprise Financial Services, LLC
Jarrod Shoemaker, a Financial Advisor at Ameriprise Financial Services, LLC, located at 4279 South Highway 27 in Clermont, Florida, offers a wide range of financial services to help individuals manage their assets and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Jarrod Shoemaker is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, Jarrod Shoemaker has the knowledge and expertise to help you achieve your financial goals. Contact Jarrod Shoemaker today to schedule a consultation and take the first step towards securing your financial future.
Aaron Drone - Financial Advisor, Ameriprise Financial Services, LLC
Aaron Drone - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 1635 East Highway 50, Clermont, Florida, United States. Specializing in finance, Aaron Drone holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial services, Aaron Drone is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Aaron Drone is committed to providing personalized and professional financial advice to meet your unique needs.
Jarrod Shoemaker - Financial Advisor, Ameriprise Financial Services, LLC
Jarrod Shoemaker is a financial advisor at Ameriprise Financial Services, LLC located at 1635 East Highway 50, Clermont, 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®, 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Jarrod Shoemaker is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to ethical standards and continuing education ensures that he is equipped to help clients make informed financial decisions. Contact Jarrod Shoemaker for expert financial advice and personalized financial planning services.
The Grove at Clermont Apartment Homes
The Grove at Clermont Apartment Homes is a luxurious real estate agency located at 16551 Lake Trail Dr, Clermont, Florida, United States. Live it. Love it.™ at The Grove at Clermont Apartments in Clermont, Florida. This stylish and modern community offers custom-designed 1, 2, and 3-bedroom floor plans with high-end features like quartz countertops, stainless steel appliances, and plush carpeting. Enjoy premium amenities such as a 24-hour fitness center, resort-style pool, game lawn, pet spa, and more. Located less than 30 minutes from Orlando, this community is the perfect retreat for everyday comfort and convenience. With direct access to the South Lake Trail system, residents can enjoy the beauty of nature right at their doorstep. Experience the charm and growth of the City of Clermont, Choice of Champions, with its picturesque hills, pristine lakes, and thriving population. Our professional on-site management team is committed to providing a world-class living experience for all residents. Visit us today and find your perfect apartment home at The Grove at Clermont.
Ramon Fonseca
Ramon Fonseca is a healthcare institution located at 110 South Woodland Street in Winter Garden, Florida, United States. We offer a wide range of medical, dental, and specialty care services for both children and adults throughout Central Florida. Patients can conveniently complete forms online before their visit and have 24-hour access to their personal health information. Our patients can also refill prescriptions online and view a list of our caring medical providers. Appointments can be rescheduled or canceled by calling us at 407-905-8827 or 352-314-7400. We are committed to providing quality and compassionate primary healthcare services to the diverse communities of Central Florida. Our services include family medicine, pediatrics, dental, OB/GYN, behavioral health, optometry, internal medicine, telemedicine, and pharmacy. We have locations in Apopka, Bithlo, Clermont, Forest City, Four Corners, Groveland, Lake Ellenor, Leesburg, Meadow Woods, Pine Hills, Tavares, West Lakes, and Winter Garden. We accept various insurance plans, including those from the Health Insurance Marketplace, and offer a sliding discount program for eligible patients. Learn more about our core values, diversity program, donations, golf tournament, careers, history, leadership, partnerships, financials, and patient reviews on our website. Contact us to report any errors and for general inquiries, billing, records, and feedback.
Swiss Vacation Houses
Swiss Vacation Houses is a unique institution located at 13114 Skiing Paradise Boulevard in Clermont, Florida. Specializing in lodging, real estate services, and travel arrangements, Swiss Vacation Houses offers a wide range of services to cater to all your vacation needs. Whether you are looking for a cozy cabin for a weekend getaway, a luxurious villa for a family vacation, or assistance with buying or renting a vacation property, Swiss Vacation Houses has you covered. With a team of experienced professionals, top-notch customer service, and a convenient location in the heart of Florida, Swiss Vacation Houses is your one-stop shop for all things vacation-related. Visit us today and let us help you plan your dream vacation!
Merideth Nagel & The Legacy Legal Team
Merideth Nagel & The Legacy Legal Team is a reputable law firm located at 1201 West Highway 50 in Clermont, Florida, United States. Specializing in various areas of law, including estate planning, probate, real estate, and business law, our team of experienced attorneys is dedicated to providing personalized legal solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Merideth Nagel & The Legacy Legal Team is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can help you achieve your legal goals.
Boyette Cummins Nailos, Attorneys at Law
Boyette Cummins Nailos, Attorneys at Law is a reputable law firm located in Clermont, Florida. Specializing in finance and legal matters, our team of experienced attorneys are dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law, our knowledgeable lawyers are here to help. Conveniently located at 1635 East Highway 50, our office is easily accessible for clients in the Clermont area. Trust Boyette Cummins Nailos, Attorneys at Law to handle all of your legal needs with professionalism and expertise.
Archer Law
Archer Law is a reputable law firm located in Clermont, Florida, United States. Our experienced team of lawyers specializes in a wide range of legal services, including personal injury, family law, estate planning, and more. With a commitment to providing top-notch legal representation and personalized service, Archer Law is dedicated to helping clients navigate the complexities of the legal system. Visit us at 1635 East Highway 50 to discuss your legal needs with our skilled attorneys.
Reed Law Firm
Reed Law Firm, located at 310 Almond Street in Clermont, Florida, has been providing expert legal services for over thirty years. Our interdisciplinary practice focuses on various areas of law, including real property, elder issues, and business matters. We offer services such as property research, estate planning, contract negotiations, and more. At Reed Law Firm, we prioritize client satisfaction and convenience. We are willing to meet with clients at their homes, and we also utilize online resources such as email, Zoom, and teleconferencing to represent individuals from all over the United States.
Law Office of Anita Geraci-Carver, PA
The Law Office of Anita Geraci-Carver, PA is a reputable legal institution located at 1560 Bloxam Avenue in Clermont, Florida. Specializing in various areas of law, including family law, estate planning, and probate, Attorney Anita Geraci-Carver provides expert legal counsel and representation to clients in the United States. With a dedication to professionalism and client satisfaction, this law office is known for its personalized approach and commitment to achieving favorable outcomes for their clients. Contact them today for all your legal needs.
Heath Nailos, Esq. - Owner/Partner with Boyette, Cummins & Nailos Attorneys at Law
Heath Nailos, Esq. is the Owner and Partner at Boyette, Cummins & Nailos Attorneys at Law, a prestigious law firm located at 1635 State Route 50 in Clermont, Florida, United States. With years of experience and a strong dedication to providing top-notch legal services, Heath Nailos and his team are committed to representing their clients with professionalism and expertise. Specializing in various areas of law, including personal injury, family law, and estate planning, they strive to achieve the best possible outcomes for their clients. Visit their office today for expert legal advice and representation.
Masson Law Firm, P.A.
Masson Law Firm, P.A. is a reputable law firm located in Clermont, Florida. With a focus on providing top-notch legal services, our experienced team of lawyers is dedicated to helping clients navigate through a variety of legal matters. Whether you are in need of legal advice, representation in court, or assistance with contracts and agreements, Masson Law Firm, P.A. is here to help. Our office is conveniently located at 1230 Oakley Seaver Drive, making us easily accessible to clients in the Clermont area. Trust us to provide you with expert legal guidance and representation for all your legal needs.
Reed Law Firm
Reed Law Firm, located at 779 West Montrose Street in Clermont, Florida, has over thirty years of experience in various areas of law. They offer services in real property matters such as property research, title problems, closings, and land use. They also specialize in elder issues including estate planning and probates, as well as business issues such as contract negotiations and tax matters. The firm prides itself on its interdisciplinary practice and continuously strives to improve its expertise. They are able to meet with clients in person or remotely through email, Zoom, teleconference, and other online resources. While visiting their website or contacting them does not establish an attorney-client relationship, they look forward to the opportunity to work with you in the future. Contact Reed Law Firm at 310 Almond Street, Clermont, Florida 34711 for professional legal services.
Bryce James Davis, P.A.
Bryce James Davis, P.A. is a reputable law firm located at 730 7th Street in Clermont, Florida, United States. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Bryce James Davis, P.A. is committed to delivering professional and reliable legal services to help you navigate the complexities of the legal system. Contact them today for a consultation and see how they can assist you with your legal needs.
BowenSchroth
Bowen|Schroth is a reputable institution located at 600 Jennings Avenue in Eustis, Florida, United States. Specializing in various legal matters, our experienced lawyers primarily serve the Lake County area, with offices in Groveland, Eustis, and Leesburg. With a track record of successfully handling real estate transactions, litigation, family law cases, corporate matters, estate planning, and probates, our team is dedicated to providing high-quality legal services to our clients. If you are in need of assistance with real estate closings, estate planning, litigation, family law, land use, or corporate matters, please feel free to contact us at (352)-589-1414 or visit one of our offices in Lake County. Our lawyers are ready to help you navigate through your legal issues with professionalism and expertise.
The Law Office of Jerry Jenkins PA
The Law Office of Jerry Jenkins PA is a reputable legal institution located at 17410 State Route 50 in Clermont, Florida, United States. Specializing in various areas of law, Jerry Jenkins and his team provide expert legal services and guidance to clients in need. With years of experience and a strong track record of success, the firm is dedicated to representing their clients with integrity and professionalism. Whether you are facing a personal injury case, dealing with family law matters, or in need of estate planning services, The Law Office of Jerry Jenkins PA is here to help you navigate the legal system and achieve the best possible outcome for your case.
Oxford Advisory Group | Financial Advisors
Oxford Advisory Group is a finance institution located at 2250 State Route 50, Clermont, Florida, United States. Specializing in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security, Oxford Advisory Group is recognized by various media outlets for their financial services and insights. They offer guidance on navigating the complexities of tax and income, helping individuals and families achieve their ideal retirements. As part of AdventHealth Foundation Central Florida’s Professional Advisory Network, they collaborate with AdventHealth to meet charitable needs and support community health and wellbeing through philanthropy. Registered with the U.S. Securities and Exchange Commission, Oxford Advisory Group provides investment advisory services and offers a range of financial products. Their website offers general information for informational purposes only, and individuals are encouraged to consult with their own tax or legal advisers before making any decisions. Oxford Advisory Group is a member of the Forbes Finance Council and is committed to providing clients with knowledge and foresight for their financial journey.
Logan, Bowyer & McCullough, P.A.
Logan, Bowyer & McCullough, P.A. is a prestigious accounting and finance institution located at 1645 State Route 50 in Clermont, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and consulting, Logan, Bowyer & McCullough, P.A. is dedicated to helping their clients achieve their financial goals. With a strong reputation for excellence and personalized service, they are a trusted partner for all your accounting and finance needs.
Edward Jones - Financial Advisor: Chris Boylan, AAMS™
Edward Jones - Financial Advisor: Chris Boylan, AAMS™ is a reputable financial institution located in Clermont, Florida. As a trusted financial advisor, Chris Boylan, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and estate planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Chris Boylan, AAMS™ is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Visit their office at 297 East Highway 50 to start planning for a secure financial future today.
Edward Jones - Financial Advisor: Daniela I Martinez
Edward Jones - Financial Advisor: Daniela I Martinez is a trusted finance institution located at 140 East Highland Avenue in Clermont, Florida, United States. With a focus on personalized financial planning and investment strategies, Daniela I Martinez offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, this institution provides tailored solutions to meet your needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Daniela I Martinez is dedicated to helping clients secure their financial future.
Edward Jones - Financial Advisor: Anthony L Cox Jr
Edward Jones - Financial Advisor: Anthony L Cox Jr is a trusted financial institution located at 290 Citrus Tower Boulevard in Clermont, Florida. As a dedicated financial advisor, Anthony L Cox Jr provides personalized financial planning services to help clients achieve their long-term goals and secure their financial future. With a commitment to integrity and professionalism, Edward Jones offers a wide range of investment options and financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones - Financial Advisor: Anthony L Cox Jr is here to guide you every step of the way.
Carson Wealth
Carson Wealth, located at 941 West Morse Boulevard in Winter Park, Florida, is a finance institution that specializes in tax planning, retirement income planning, financial planning, estate planning, portfolio management, and risk management. Their team of financial advisors in Winter Park and Orlando are dedicated to helping clients achieve their definition of True Wealth, focusing on the things money can't buy and death can't take away. They offer personalized advice in a common language with straightforward fees, always putting the needs of their clients first. Serving Central Florida, including areas like Windermere, Celebration, Clermont, and Gainesville, Carson Wealth is committed to helping families navigate the complexities of managing their finances in today's rapidly evolving economy. With accolades like Forbes Best-in-State Wealth Advisor awards and recognition in InvestmentNews and Barron's Magazine, Carson Wealth is a trusted partner for individuals seeking financial guidance. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC, an SEC Registered Investment Advisor. For more information about Carson Wealth and their team of advisors, visit their website or check their credentials on the SEC and FINRA websites.
Lofts at South Lake
The Lofts at South Lake is a premier real estate agency located at 831 Oakley Seaver Drive in Clermont, Florida. Our stunning lofts offer luxury living in a picturesque lakeside setting. With modern amenities and spacious floor plans, our properties are perfect for those seeking a stylish and comfortable home. Our dedicated team is committed to providing exceptional service and helping you find the perfect loft to suit your needs. Experience upscale living at the Lofts at South Lake.
Getaway Vacation Homes
Getaway Vacation Homes is a premier real estate and travel agency located in the beautiful city of Clermont, Florida. Our agency specializes in providing luxurious vacation homes for rent to travelers looking for a comfortable and relaxing retreat. Nestled in the heart of the Sunshine State, our properties offer a perfect blend of comfort and convenience, making them the ideal choice for your next getaway. Whether you're looking for a cozy cottage or a spacious villa, our team of experienced agents will help you find the perfect vacation home to suit your needs. Contact us today to start planning your dream vacation in sunny Florida!
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