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TOP 30 Estate planning tips in Florida
223 results found
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Pilar Estrella - Morgan Stanley
Pilar Estrella - Morgan Stanley is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Pilar Estrella - Morgan Stanley offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized advice and solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pilar Estrella - Morgan Stanley is committed to providing expert guidance and support every step of the way.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
Merrill Lynch Financial Advisor Lesya Pelyushko
Merrill Lynch Financial Advisor Lesya Pelyushko, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's family, goals, and priorities, adapting their approach as these factors evolve over time. By asking thoughtful questions and listening carefully, the advisors at Merrill Lynch work to create personalized financial plans that help clients pursue their goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with clients to develop strategies to address their financial needs. Through conversations, the advisors help clients identify and prioritize their goals, providing advice and guidance to help them stay informed and on track. By utilizing tools like the Investment Personality Assessment, Merrill Lynch is able to customize financial approaches to align with each client's unique preferences and aspirations. With a focus on helping clients achieve their goals, the advisors at Merrill Lynch Wealth Management work to build and document personalized plans centered on what matters most to each individual. By regularly reviewing and adjusting financial approaches as needed, the team at Merrill Lynch aims to help clients stay on track to achieve their goals. Through a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. With a commitment to always putting clients first, the advisors at Merrill Lynch strive to help each individual live their best financial life.
Steven Sacoolas: Primerica - Financial Services
Steven Sacoolas: Primerica - Financial Services is a reputable finance and insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida, United States. With a strong focus on providing top-notch financial services, Steven Sacoolas and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is committed to providing personalized solutions tailored to your individual needs. Trust in Steven Sacoolas and Primerica for expert financial advice and exceptional customer service.
Lido Islander
The Lido Islander is a premier institution located at 528 South Polk Drive in Sarasota, Florida. As a multi-faceted establishment, it serves as a lodging facility, real estate agency, and travel agency all in one. Whether you are looking for a luxurious place to stay, seeking to invest in property on Lido Key, or planning your next vacation, the Lido Islander offers a one-stop solution for all your needs. With a prime location in the beautiful city of Sarasota, the Lido Islander provides top-notch services and accommodations to ensure a memorable experience for all guests and clients.
Jerry Wang PA
Jerry Wang PA is a reputable accounting and finance institution located at 11211 Prosperity Farms Road in Palm Beach Gardens, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Jerry Wang PA is dedicated to providing top-notch financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your financial future.
Bette Hochberger, CPA, CGMA
Welcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 3980 North 42nd Terrace, Hollywood, Florida, delivering cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. With a focus on industries driving South Florida’s economy, such as real estate investment and foreign investor-backed companies, Bette specializes in catering to clients with overseas business interests. Bette, an MIT alumna, supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals. As Florida’s business-friendly climate attracts talent from high-tax states, Bette offers expertise in swiftly establishing Florida domicile and minimizing taxation from former states.
Baker Financial Group
Baker Financial Group is a reputable accounting and finance institution located at 7494 Southwest 60th Avenue in Ocala, Florida, United States. With a team of experienced professionals, Baker Financial Group offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust in the expertise and personalized attention provided by the team at Baker Financial Group to help them achieve their financial goals.
C & C Financial Services
C & C Financial Services is a reputable accounting and finance institution located at 8024 Addison Court in Orlando, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to meet the needs of individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and more. Trust C & C Financial Services for all your financial needs.
The Keeler Group
The Keeler Group is a reputable accounting and finance institution located at 549 Wymore Road in Maitland, Florida, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, The Keeler Group is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management. Contact them today to learn more about how they can assist you with your accounting and finance needs.
Bishoff + Associates, PLLC CPAs
Bishoff Associates, PLLC CPAs is a trusted accounting and finance institution located at 3834 West Humphrey Street in Tampa, Florida, United States. Our team goes beyond the numbers to provide deep analysis and strategic guidance, allowing you to make sound business decisions with confidence. We offer a range of services, including payroll management, estate and trust services, and business debt management. Our online apps make it easy to conduct business with us, and we focus on using the right technology to have a big impact on your small business. Let us take the stress out of running your business so you can focus on what you do best. Join us in focusing on the wellness of your business, body, and mind, and learn how to survive supply chain disruptions with our expert tips. Whether you need help with payroll, estate planning, or managing business debt, Bishoff Associates, PLLC CPAs is here to help.
Freedom Investment Realty Inc.
Freedom Investment Realty Inc. is a reputable institution located in Margate, Florida, United States. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to helping clients achieve their investment goals. Whether you are looking to buy or sell property, manage your finances, or seek expert advice on real estate investments, our experienced professionals are here to assist you every step of the way. Visit us at 441 Florida 7 to learn more about how Freedom Investment Realty Inc. can help you secure your financial future.
Papi Taxes
Papi Taxes is an accounting and finance institution located at 1834 Northwest 20th Street in Miami, Florida. Whether you need help with business or personal taxes, we are here to help you get back the money you work hard for. Our trained representatives will provide you with instructions to ensure compliance, and you can book an appointment or walk into one of our South Florida offices. With easy online filings, you can simply fill out our form, speak with one of our representatives, and await a quick tax refund. Starting January 2nd, we can even provide up to $6,000 in cash advances. If you have old tax debts, let us work on a solution to save you time and money. We can also help you apply for or renew an ITIN ID if you don't have a social security number.
Condos Gulf Coast
Condos Gulf Coast is a premier lodging, real estate, and travel agency located at 8515 Gulf Boulevard in Navarre, Florida. Our institution offers luxurious condominiums with stunning views of the Gulf Coast, perfect for a relaxing vacation or a permanent residence. Our dedicated team of real estate agents can help you find your dream property in this beautiful coastal area. Additionally, our travel agency services can assist you in planning the perfect getaway to the Gulf Coast, ensuring a memorable and stress-free experience. Experience the ultimate in Gulf Coast living with Condos Gulf Coast.
Island Breeze
Island Breeze is a premier real estate and travel agency located at 2136 Sea Fern Way on the beautiful Saint George Island in Florida, United States. Our agency specializes in providing top-notch services for those looking to buy, sell, or rent properties on this stunning island paradise. Whether you're searching for your dream beachfront home or planning a relaxing vacation getaway, our team of experienced professionals is here to help make your island dreams a reality. Contact Island Breeze today and let us help you find your own slice of paradise in Saint George Island.
Runaway Bay Apartments
Runaway Bay Apartments is a premier real estate agency located in Pinellas Park, Florida. Situated at 4701 88th Avenue North, our apartments offer a perfect blend of comfort and convenience. With spacious floor plans, modern amenities, and a prime location near shopping, dining, and entertainment options, Runaway Bay Apartments is the ideal place to call home. Whether you're looking for a one-bedroom, two-bedroom, or three-bedroom apartment, our dedicated team is here to help you find the perfect living space to suit your needs. Experience luxury living at Runaway Bay Apartments.
49th Street Apartments
49th Street Apartments is a reputable real estate agency located at 8400 49th Street North in Pinellas Park, Florida. Our team specializes in helping individuals and families find the perfect apartment to call home. With a wide range of properties available, we are dedicated to providing top-notch service and guidance throughout the entire rental process. Whether you are looking for a cozy studio or a spacious three-bedroom unit, we have something to suit every lifestyle and budget. Contact us today to start your search for the perfect apartment in Pinellas Park!
BOS'N Investment Properties
BOS'N Investment Properties is a reputable real estate agency located at 1114 Mayflower Drive in Lakeland, Florida, United States. Specializing in investment properties, their team of experienced professionals provides expert guidance and assistance to clients looking to buy, sell, or invest in real estate. With a focus on personalized service and attention to detail, BOS'N Investment Properties is dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or an experienced investor, you can trust BOS'N Investment Properties to provide you with the expertise and support you need.
Anna Maria Life Vacation Rentals
Anna Maria Life Vacation Rentals is a real estate and travel agency located at 9908 Gulf Drive in Anna Maria, Florida, United States. Your beach house is waiting for you at Anna Maria Island Vacation Rentals! Escape the hustle and bustle of everyday life and unwind on this beautiful island that offers endless activities and stunning beaches. With the convenient free island trolley service, exploring all that Anna Maria Island has to offer is a breeze. Whether you want to relax on the beach or try thrilling water sports like parasailing, this island has something for everyone. Guests have praised Anna Maria Life Vacation Rentals for their professionalism and excellent customer service. They make vacation planning easy and stress-free, ensuring that your stay on Anna Maria Island is unforgettable. By booking directly with Anna Maria Life Vacation Rentals, you can avoid third-party booking fees and receive personalized recommendations for your trip. The knowledgeable team at Anna Maria Life Vacation Rentals is always available to answer any questions and help you make the most of your vacation experience.
Alexandria Garden
Welcome to Alexandria Garden, a premier real estate agency located at 3814 West Euclid Avenue in Tampa, Florida. Our upgraded apartment community offers a charming Florida living experience with easy access to the Selmon Expressway and all the shopping, dining, and entertainment destinations in Bayshore. Choose from our renovated one and two bedroom floor plans featuring modern amenities such as an all-electric kitchen, ceiling fans, dishwasher, tile floors, and some paid utilities. Enjoy our community amenities including a shimmering swimming pool, fire pit, playground, barbecue area, and more.
Palmetto Pointe Apartments
Palmetto Pointe Apartments is a premier real estate agency located in Pinellas Park, Florida. Our apartments are situated at 7875 49th Street North, offering luxurious living spaces in a convenient location. Our community features top-notch amenities such as a swimming pool, fitness center, and clubhouse for residents to enjoy. With spacious floor plans and modern finishes, Palmetto Pointe Apartments provides a comfortable and stylish living experience for all. Contact us today to schedule a tour and see why Palmetto Pointe Apartments is the perfect place to call home in Pinellas Park.
Evergreen Manor Apartments
Evergreen Manor Apartments is a premier real estate agency located at 1807 Canberra Lane in the vibrant city of Tampa, Florida, United States. Our apartments offer a perfect blend of comfort, convenience, and style, making it the ideal place to call home. With a range of floor plans to choose from, residents can enjoy spacious living areas, modern amenities, and beautiful surroundings. Our dedicated team is committed to providing exceptional service and ensuring that each resident has a positive living experience. Come and discover the beauty of Evergreen Manor Apartments today.
Wagner Realty LWR
Wagner Realty LWR is a comprehensive institution offering services in finance, real estate, and travel. Located at 8141 Lakewood Main Street in Lakewood Ranch, Florida, United States, Wagner Realty LWR is a trusted partner for all your financial, real estate, and travel needs. With a team of experienced professionals, they provide top-notch service and guidance to help clients achieve their goals. Whether you're looking to buy or sell a property, plan a vacation, or manage your finances, Wagner Realty LWR is here to assist you every step of the way. Visit them today and experience the difference they can make in your life.
Sanibel Holiday
Sanibel Holiday is a premier real estate and travel agency located on the picturesque island of Sanibel in Florida, United States. Situated at 1648 Periwinkle Way, our agency specializes in providing top-notch vacation rentals and real estate services to visitors and residents alike. Whether you are looking for a luxurious beachfront property for your next holiday or seeking assistance in finding your dream home on the island, our team of experienced professionals is dedicated to helping you every step of the way. With a wide range of properties to choose from and personalized customer service, Sanibel Holiday is your go-to destination for all your real estate and travel needs on Sanibel Island.
Sunshine State of Mind
Sunshine State of Mind is a vibrant and dynamic institution located at 2283 Banana Street in the beautiful town of Saint James City, Florida. As a real estate agency, we specialize in helping our clients find their dream homes in the Sunshine State. Our team of experienced agents are dedicated to providing top-notch service and guidance throughout the buying or selling process. In addition to our real estate services, Sunshine State of Mind also operates as a travel agency, offering personalized vacation packages and travel itineraries for those looking to explore all that Florida has to offer. Whether you're looking to purchase a new home or plan a memorable vacation, Sunshine State of Mind is here to help you every step of the way. Visit us today and let us help you achieve your dreams in the Sunshine State.
EverRealty Investments
EverRealty Investments is a multifaceted institution located at 1500 Weston Road in Weston, Florida, United States. Specializing in finance, general contracting, and real estate agency services, EverRealty offers customer-oriented brokerage and property management services to clients. With a focus on real estate investments and development, particularly in multi-family units, hotels, and income-producing properties, EverRealty is dedicated to providing top-notch services to a diverse range of customers. The team at EverRealty Investments is highly praised for their professionalism, responsiveness, and dedication to their clients. Customers have reported successful closings and seamless transactions, highlighting the excellent quality of service provided by the team. Whether you are a first-time homebuyer or an experienced investor, EverRealty Investments ensures that every client is equally important and well taken care of.
Franklin Pointe Apartments
Franklin Pointe Apartments is a premier residential community located at 631 East Call Street in Tallahassee, Florida. Our modern and stylish apartments offer a range of floor plans to suit every lifestyle, from cozy studios to spacious two-bedroom units. Residents can enjoy a host of amenities including a sparkling swimming pool, fitness center, and outdoor grilling area. With a convenient location near Florida State University and downtown Tallahassee, Franklin Pointe Apartments provides the perfect mix of comfort and convenience. Experience luxury living at its finest at Franklin Pointe Apartments.
Oak Ridge Apartments
Oak Ridge Apartments is a premier real estate agency located at 50 Baisden Road in Jacksonville, Florida. Our apartments offer modern amenities and spacious layouts, making them the perfect place to call home. With a convenient location in a bustling city, residents have easy access to shopping, dining, and entertainment options. Our dedicated team is committed to providing exceptional customer service and ensuring that our residents feel right at home. Experience luxury living at Oak Ridge Apartments.
Park Place
Park Place is a premier real estate agency located at 940 City Plaza Way in Oviedo, Florida. Our experienced team of real estate professionals is dedicated to helping clients buy, sell, or rent properties in the United States. Whether you are looking for a new home, investment property, or commercial space, Park Place is committed to providing exceptional service and expert advice every step of the way. Contact us today to discover your next dream property at Park Place.
TPM Condos
TPM Condos is a premier real estate and travel agency located at 19610 Gulf Boulevard in Indian Shores, Florida. We specialize in providing luxury vacation rentals and sales of beachfront condos in the beautiful Gulf Coast region. Our experienced team is dedicated to helping clients find the perfect property for their next vacation or investment opportunity. Whether you're looking for a relaxing beach getaway or a profitable real estate investment, TPM Condos has the expertise and resources to make your dream a reality. Contact us today to learn more about our services and start planning your next adventure in sunny Florida.
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