TOP 30 Estate tax in Clermont, Florida
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service, located at 550 US Highway 27 in Clermont, Florida, is a finance institution that is committed to helping you get your biggest refund. While our tax advance loans have ended this year, our Tax Pros are ready to assist you with all your tax needs. Our professionals are proficient in both English and Spanish, ensuring that we can help a wide range of clients. Conveniently located inside Walmart, you can drop off your tax documents while you shop, and still receive expert tax preparation services. Our services include in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. We also offer appointments for a personalized consultation with one of our Tax Pros.
550 US Hwy 27, Clermont, FL 34714, United States -
White Shield Tax Services
● ClosedWhite Shield Tax Services is a reputable finance institution located at 1290 North Ridge Boulevard in Clermont, Florida, United States. Our dedicated team of professionals is committed to providing top-notch tax services to individuals and businesses. With years of experience and expertise in the field, we strive to help our clients navigate the complexities of tax regulations and maximize their financial well-being. Trust White Shield Tax Services to shield you from the burden of tax-related stress and let us help you achieve your financial goals.
1290 N Ridge Blvd #3111, Clermont, FL 34711, United States -
RE/MAX Heritage - Bardell Real Estate
● ClosedRE/MAX Heritage - Bardell Real Estate is a premier real estate agency located in Clermont, Florida, United States. Specializing in helping clients relocate from out of state or within the Orlando area, our experienced Realtors are here to guide you through the local markets. Whether you are looking for retirement communities, vacation homes near the world-famous theme parks, or residential properties, we have the knowledge and expertise to assist you every step of the way. Our website offers a wealth of information on buying and selling Florida real estate, including new and resale villas, investment properties, and retirement homes. With access to all the major builders and details on new homes for sale in Orlando, we can help you find the perfect property to suit your needs. From pre-construction pricing to fully furnished resale properties ready for immediate rental income, we have a wide range of options available.
9110 US-192, Clermont, FL 34714, United States -
Ramon Fonseca
● OpenRamon 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.
110 S Woodland St, Winter Garden, FL 34787, United States -
Chuck Johnson, Of Counsel, BowenSchroth
● ClosedChuck Johnson, Of Counsel at Bowen|Schroth, is located at 1330 Citizens Boulevard in Leesburg, Florida, United States. Bowen|Schroth is a law firm with a focus on serving Lake County businesses and citizens. With offices in Groveland, Eustis, and Leesburg, the firm has a team of experienced lawyers who have successfully handled real estate transactions, lawsuits, family law matters, corporate issues, estate planning, and probate cases. If you are in need of legal assistance for real estate closings, estate planning, litigation, family law, land use, or corporate matters, you can contact the firm at (352)-589-1414 or visit one of their Lake County offices. The lawyers at Bowen|Schroth are dedicated to helping clients with their legal needs and look forward to assisting you.
1330 Citizens Blvd #404, Leesburg, FL 34748, United States -
BowenSchroth
● ClosedBowen|Schroth is a reputable law firm located at 250 South Main Avenue in Groveland, Florida, United States. Our experienced lawyers primarily serve the residents and businesses of Lake County, with additional offices in Eustis and Leesburg. Specializing in real estate transactions, litigation, family law, estate planning, probate, and corporate matters, our team has a proven track record of successfully assisting clients with their legal needs. One notable achievement of our firm includes the successful appeal that led to the declaration of the City of Ocala's Fire User Fee as an unconstitutional illegal tax, resulting in millions of dollars in refunds to utility customers. Additionally, partner Zachary T. Broome played a key role in persuading the Clermont City Council to remove Lake Hiawatha Preserve from consideration as a new boat ramp site, resolving ongoing litigation.
250 S Main Ave, Groveland, FL 34736, United States -
Merideth Nagel & The Legacy Legal Team
● ClosedMerideth 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.
1201 W Hwy 50, Clermont, FL 34711, United States -
Boyette Cummins Nailos, Attorneys at Law
● ClosedBoyette 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.
1635 E Hwy 50 #300, Clermont, FL 34711, United States -
Reed Law Firm
● OpenReed 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.
779 W Montrose St, Clermont, FL 34711, United States -
Norman C Cummins PA
● ClosedNorman C Cummins PA is a reputable law firm located at 2215 ClusterOak Drive in Clermont, Florida, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, family law matter, or real estate transaction, Norman C Cummins PA is committed to providing expert guidance and support every step of the way. Trustworthy, professional, and knowledgeable, this institution is known for their exceptional legal representation and dedication to achieving the best possible outcome for their clients.
2215 ClusterOak Dr, Clermont, FL 34711, United States -
BowenSchroth
● ClosedBowen|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.
600 Jennings Ave, Eustis, FL 32726, United States -
Oxford Advisory Group | Financial Advisors
● ClosedOxford 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.
2250 State Rte 50 #2, Clermont, FL 34711, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 1600 Hancock Road in Clermont, Florida, United States. Offering a wide range of financial services, Charles Schwab is known for its expertise in investment management, retirement planning, and wealth management. With a strong reputation for providing top-notch financial advice and services, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit them today to learn more about their comprehensive financial solutions.
1600 Hancock Rd Suite d, Clermont, FL 34711, United States -
Keiber Retirement Solutions
● ClosedKeiber Retirement Solutions is a finance institution located at 15701 State Route 50 in Clermont, Florida, United States. Specializing in retirement planning, they offer a range of services to help individuals secure their financial future. Whether you are looking to invest for retirement, create a savings plan, or manage your assets, Keiber Retirement Solutions can provide expert guidance and personalized solutions to meet your needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of retirement planning and make informed decisions about their finances. Visit Keiber Retirement Solutions today to start planning for a secure and prosperous retirement.
15701 State Rte 50, Clermont, FL 34711, United States -
Logan, Bowyer & McCullough, P.A.
● ClosedLogan, 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.
1645 State Rte 50 Suite 202, Clermont, FL 34711, United States -
Stewardship Advisory Group
● ClosedStewardship Advisory Group is a finance institution located at 17011 State Route 50 in Clermont, Florida. Our team of experienced financial advisors is dedicated to helping clients make informed decisions about their investments and financial future. We offer personalized guidance and strategic planning to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stewardship Advisory Group is here to provide expert advice and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
17011 State Rte 50 Suite 203, Clermont, FL 34711, United States -
Anders Retirement & Investment Advisors
● ClosedAnders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.
124 E Welbourne Ave, Winter Park, FL 32789, United States -
Edward Jones - Financial Advisor: Daniela I Martinez
● ClosedEdward 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.
140 E Highland Ave, Clermont, FL 34711, United States -
Wesley Reed - Ameriprise Financial Services, LLC
● OpenWesley 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.
1635 State Rte 50 Ste 202, Clermont, FL 34711, United States -
Jarrod Shoemaker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJarrod 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.
4279 S Hwy 27 Ste E, Clermont, FL 34711, United States -
Edward Jones - Financial Advisor: Anthony L Cox Jr
● ClosedEdward 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.
290 Citrus Tower Blvd STE 100, Clermont, FL 34711, United States -
Jarrod Shoemaker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJarrod 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.
1635 E Hwy 50 Suite # 208, Clermont, FL 34711, United States -
Edward Jones - Financial Advisor: Bruce Young, CFP®|CRPC™
● OpenEdward Jones - Financial Advisor: Bruce Young, CFP®|CRPC™ is a reputable financial institution located at 17301 Pagonia Road in Clermont, Florida, United States. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Bruce Young provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit their office today to start planning for a brighter tomorrow.
17301 Pagonia Rd #100, Clermont, FL 34711, United States -
Edward Jones - Financial Advisor: Ariel Dominguez
● OpenEdward Jones - Financial Advisor: Ariel Dominguez is a reputable finance institution located at 17301 Pagonia Road in Clermont, Florida, United States. As a trusted financial advisor, Ariel Dominguez provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Ariel Dominguez.
17301 Pagonia Rd #100, Clermont, FL 34711, United States -
Carson Wealth
● ClosedCarson 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.
941 W Morse Blvd suite 100, Winter Park, FL 32789, United States
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