TOP 30 Estate tax in Brandon, Florida

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Brandon White: Primerica - Financial Services is a reputable finance and insurance agency located at 630 West Adams Street in Jacksonville, Florida, United States. With a commitment to providing top-notch financial services to their clients, Brandon White and his team offer a wide range of services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Brandon White: Primerica - Financial Services is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in managing your finances effectively.

Justin Florida Law, PLLC is a trusted institution located at 1111 Oakfield Drive in Brandon, Florida. Specializing in real estate law, closing, and title services, they provide expert guidance and legal support for all your real estate needs. Whether you are buying or selling a property, their team of experienced lawyers and professionals are dedicated to ensuring a smooth and successful transaction. With a focus on customer service and attention to detail, Justin Florida Law, PLLC is your go-to destination for all things real estate in the Brandon area.

Patel Tax and Accounting, CPA is a reputable institution located at 150 East Bloomingdale Avenue in Brandon, Florida, United States. Specializing in accounting and finance services, our team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and expertise in tax preparation, auditing, bookkeeping, and financial planning, we strive to help our clients achieve their financial goals and maximize their returns. Trust Patel Tax and Accounting, CPA for all your accounting needs.

Woolfson Tax & Financial Strategies is a professional accounting and finance institution located at 1104 Nikki View Drive in Brandon, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment strategies. Whether you are an individual or a business owner, Woolfson Tax & Financial Strategies is dedicated to helping you achieve your financial goals and secure your financial future. Contact them today to schedule a consultation and start planning for a successful financial future.

Brandon P. Cohen is a dedicated and experienced financial advisor working with Morgan Stanley at their office located at 4114 Woodlands Parkway in Palm Harbor, Florida. With a focus on providing personalized financial planning and investment services, Brandon P. Cohen helps clients navigate the complexities of the financial world to achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Brandon P. Cohen and his team at Morgan Stanley are here to help. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Brandon Fox is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2605 Enterprise Road East in Clearwater, Florida, United States. Brandon 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 Brandon's expertise in asset management, investment strategies, estate planning, retirement planning, and various other financial planning areas. Brandon is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and continuous education, Brandon is committed to helping clients achieve their financial goals and secure their financial future.

Brandon R Jorge is a Financial Advisor at Ameriprise Financial Services, LLC located at 256 North Kentucky Avenue in Lakeland, Florida, United States. Brandon 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 Brandon's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, financial planning, investment analysis, and more. As a Certified Military Financial Advisor®, Brandon is also trained to serve veterans and active duty personnel. With a strong commitment to ethical standards and ongoing education, Brandon provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Brandon S Fair, CFP® is a reputable finance institution located at 1706 Town Plaza Court in Winter Springs, Florida, United States. With a focus on providing personalized financial planning services, Brandon S Fair, a Certified Financial Planner®, is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones is committed to providing tailored solutions to meet your individual needs. Visit their office today to start planning for a secure financial future.

Brandon Stone - UBS Financial Services Inc. is a reputable financial institution located at 150 2nd Avenue North in St. Petersburg, Florida, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Brandon Stone - UBS Financial Services Inc. is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution is committed to helping you succeed.

Brandon Schoeppler, CFA, CFP, CRC, CTFA is a leading financial institution located at 1600 East 8th Avenue in Tampa, Florida, United States. With a team of highly qualified professionals holding various prestigious certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Retirement Counselor (CRC), and Certified Trust and Financial Advisor (CTFA), they provide expert financial advice and services to clients. Specializing in finance, they offer personalized solutions to help individuals and businesses achieve their financial goals and secure their financial future.

Brandon M Flynn is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Brandon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Brandon's expertise in asset management, retirement planning, estate planning, investment analysis, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Brandon is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Brandon Whaley is located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. Brandon has been in the financial services industry since 2012 and joined Merrill in 2023. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Brandon is a graduate of Southeast Missouri State University with a bachelor's degree in Criminology and Criminal Justice. He and his wife, Dianne, live in Jacksonville with their five children and are active in the community, supporting Reach our Worldwide and St. Joseph's. As your Merrill advisor, Brandon's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. He provides insights, observations, and ideas to help you in your pursuit of your financial goals. Brandon can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked hard to build. He can also help clients build a plan that plots a steady course to retirement.

Brandon Ronca is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10917 Dylan Loren Circle, Orlando, Florida, United States. Brandon 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Brandon Ronca offers comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Contact Brandon Ronca today for expert financial advice and wealth management services.

Brandon Denson is a Financial Advisor at Ameriprise Financial Services, LLC located at 10917 Dylan Loren Circle, Orlando, Florida, United States. Brandon 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, 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 Brandon's expertise in various aspects of financial planning, asset management, retirement planning, estate planning, and more. Brandon is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Brandon Bolock - Morgan Stanley is a leading financial institution located at 4890 West Kennedy Boulevard in Tampa, Florida, United States. As a branch of Morgan Stanley, one of the largest financial services firms in the world, Brandon Bolock offers a wide range of services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Brandon Bolock - Morgan Stanley is dedicated to providing top-notch financial advice and services to help you succeed.

Jackson Hewitt Tax Service located at 11110 Causeway Boulevard in Brandon, Florida, offers expert tax services to help you get your biggest refund. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you with all your tax needs. Our professionals are fluent in both English and Spanish, making it convenient for our Spanish-speaking customers. You can drop off your tax documents at our Walmart location and a Tax Pro will handle the rest, including a quick call to review your final return. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. Book an appointment online or call us at (813) 703-8043 to schedule time with a Tax Pro. Trust Jackson Hewitt Tax Service for all your tax needs and remember, when every dollar matters, it matters who does your taxes™.

USA TAX is a reputable accounting and finance institution located at 208 Oakfield Drive in Brandon, Florida. Our team of dedicated professionals is committed to providing top-notch tax services and financial advice to individuals and businesses in the United States. With years of experience and expertise in the industry, we strive to help our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial potential. Whether you need assistance with tax preparation, planning, or consulting, USA TAX is here to help you achieve your financial goals. Visit us today at our Brandon location to learn more about how we can assist you with your accounting and finance needs.

Fresh Water Tax is a reputable accounting and finance institution located at 1035 Alberro Avenue in Brandon, Florida, United States. Our team of experts specializes in helping individuals and businesses navigate the complexities of taxes and financial planning. With a focus on providing personalized service and tailored solutions, we strive to ensure our clients maximize their financial potential while staying compliant with tax laws. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Fresh Water Tax is here to help. Contact us today to schedule a consultation and take control of your financial future.

Riverview Tax CPAs is a reputable accounting and finance institution located at 1115 Professional Park Drive in Brandon, Florida, United States. Our team of certified public accountants specializes in providing a wide range of tax services for individuals and businesses. With years of experience and expertise in the field, we are dedicated to helping our clients navigate the complexities of tax laws and maximize their financial success. Whether you need assistance with tax preparation, planning, or representation, Riverview Tax CPAs is here to provide personalized and professional services tailored to your specific needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Preservation 1st Financial Group, located in Brandon, Florida, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you need assistance with comprehensive financial planning, insurance planning, college planning, or retirement planning, our team of experts is here to guide you every step of the way. We offer a range of services including long-term care, life insurance, Medicare coverage, and estate planning. Our website features informative videos to help you better understand financial concepts and opportunities. We are affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., ensuring that our clients receive top-notch financial advice and services.

fbbca is a reputable school located at 216 North Parsons Avenue in Brandon, Florida. Our institution is dedicated to providing high-quality education and fostering a supportive learning environment for students of all ages. With a focus on academic excellence and character development, fbbca strives to prepare students for future success in their academic and professional endeavors. Our experienced faculty and staff are committed to helping students reach their full potential and achieve their goals. Join us at fbbca and embark on a journey of learning and growth.

I & I - Investment & Insurance, Administration is a finance and insurance agency located at 710 Oakfield Drive, Brandon, Florida, United States. With over 20 years of experience in various roles within small, mid-size, non-profit, and Fortune 500 companies, Andrew, the founder, brings a unique perspective to the industry. Andrew's background as the son of hardworking Caribbean immigrants instilled in him a strong work ethic and commitment to helping others achieve their financial goals. Having graduated with a degree in Sociology & Anthropology from Washington & Lee University, Andrew has honed his analytical skills and business acumen in various positions, including as an Acquisitions Analyst and Direct Sales leader. He has also been involved in community service, serving on the board of local government and non-profit organizations.

Everett Nolte - State Farm Insurance Agent is located at 1214 Oakfield Drive in Brandon, Florida. Our experienced team is dedicated to serving our customers' life insurance needs and has received prestigious awards such as the Bronze Tablet Award and Legion of Honor. We provide valuable information on insurance basics and offer assistance in comparing job offers. Our institution also offers auto maintenance tips to help combat rising repair costs. For your protection, please refrain from sharing sensitive personal information. Securities are distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. We also provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for the content of third party sites and does not provide tax or legal advice. Contact us at (813) 685-5623 for assistance with your insurance needs.

Barrios Notary Services is a professional accounting and finance institution located at 1046 East Brandon Boulevard in Brandon, Florida, United States. They offer a range of services in English and Spanish, including USCIS form preparation, visa applications, green card renewals, and more. Their certified notary loan signing agents provide mobile services at your home, place of business, hospital, and other locations. They serve clients in Brandon, Riverview, and surrounding areas, offering standard and express services starting at $90 for all 50 states. Tim and Brenda, the team members, are experienced professionals dedicated to providing confidential and efficient services to their clients. Tim is a Tampa native with a background in business marketing, while Brenda specializes in immigration forms and document translation. Barrios Notary Services is committed to upholding the highest standards of professionalism and integrity in all their dealings.

Barrios Notary Services is a professional institution located at 10518 Boyette Creek Boulevard in Riverview, Florida. Specializing in accounting and finance, we offer a range of services in both English and Spanish. Our office is open Monday through Saturday, with mobile notary services available for your convenience. Our team of experts can assist with a variety of needs, including USCIS form preparation, visa applications, Green Card renewals, and more. Whether you need assistance at your home, place of business, hospital, or other location, we are here to help. Serving clients in Brandon, Riverview, and surrounding areas, we offer standard and express services starting at $90 for all 50 states.

Tampa Bay Legal Center, P.A. is a reputable law firm located in Brandon, Florida, United States. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, we are here to help. With a focus on personalized attention and a commitment to achieving the best possible outcomes for our clients, Tampa Bay Legal Center, P.A. is the trusted choice for all your legal needs. Contact us today at 611 South Kings Avenue to schedule a consultation.

The Breton Law Firm is a premier legal institution located at 425 Lithia Pinecrest Road in Brandon, Florida, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our firm is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The law offices of William R. Mumbauer, P.A. located at 205 North Parsons Avenue in Brandon, Florida, is dedicated to helping individuals with their estate planning needs. Whether you need a will, trust, or simply need to update your current estate plan, Mr. Mumbauer is here to help. With convenient office hours and ample parking, the office is easily accessible for all clients. Contact the law offices of William R. Mumbauer, P.A. for a thorough appointment to ensure your family and assets are protected.

Matthew Oleson - Thrivent is a finance institution located at 407 North Parsons Avenue, Brandon, Florida, United States. Our mission is to offer financial guidance that helps clients connect faith and finance for good. We are licensed in multiple states including AL, AZ, CA, DC, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, MS, NC, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA. Our team provides a Christian perspective on finances and financial planning in the Brandon area, focusing on the best interests of our clients and the community. We offer advice and guidance through our Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products, securities, and investment advisory services. Our financial advisors are licensed professionals who are dedicated to providing top-quality services. Visit our website for more information on our services and professional designations.

Common Sense Bookkeeping Solutions is a professional accounting and finance institution located at 929 Shoals Landing Drive in Brandon, Florida, United States. Our focus is on providing competent bookkeeping services for small businesses, helping entrepreneurs free up their time to focus on growing their business. We offer customized packages, eliminating the need to worry about hourly rates and simplifying your budgeting process. As a Certified QuickBooks ProAdvisor, we specialize in small business bookkeeping and offer personalized services tailored to your unique business needs. Our services include bank and credit card reconciliation, financial statement preparation, QuickBooks integration, customer invoicing, payroll processing, and more. Owner Sara Sanchez has over 15 years of experience in corporate finance and accounting, and is passionate about helping businesses reach their full potential through sound financial management.