TOP 30 Estate tax in Fort Myers, Florida

154 results found

The Florida Gulf Group - Morgan Stanley is a finance institution located at 7811 University Pointe Drive, Fort Myers, Florida, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the Florida Gulf region. With a strong reputation for excellence and a commitment to helping clients achieve their financial goals, The Florida Gulf Group - Morgan Stanley is a trusted partner for individuals and businesses seeking professional financial guidance.

Aaron P. White - Morgan Stanley is a reputable finance institution located at 7811 University Pointe Drive in Fort Myers, Florida, United States. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Aaron P. White - Morgan Stanley provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, this institution is dedicated to helping you succeed.

The McQuade Group - UBS Financial Services Inc. is a reputable financial institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team at The McQuade Group is dedicated to providing personalized and tailored advice to each client, ensuring that their financial needs are met with professionalism and expertise. Whether you are looking to plan for retirement, invest in the stock market, or manage your assets, The McQuade Group - UBS Financial Services Inc. is the trusted partner you need for all your financial needs.

Matthew Miller - Morgan Stanley is a finance institution located at 7811 University Pointe Drive in Fort Myers, Florida, United States. As a branch of the renowned Morgan Stanley firm, they offer a wide range of financial services such as investment advice, wealth management, and retirement planning. With a team of experienced professionals, they strive to provide top-notch financial solutions tailored to each client's unique needs and goals. Visit Matthew Miller - Morgan Stanley today to secure your financial future.

Signature Financial Strategies is a leading finance institution located at 15050 Elderberry Lane in Fort Myers, Florida. Our team of experienced professionals are dedicated to providing personalized financial strategies tailored to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on building long-lasting relationships, Signature Financial Strategies is your trusted partner in achieving financial success.

Oscar Tapia - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 8270 College Parkway in Fort Myers, Florida, United States. As an Ameriprise Platinum Financial Services® Advisor, we offer personalized financial planning consultations to discuss what matters most to you. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Our services are backed by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Rest assured that your information is secure with our Privacy and Security Center. If you refer friends or family members to us, they can expect to hear from us soon to start their financial journey. Contact us today to schedule a consultation and start planning for your financial future.

Fifth Third Securities - Robert Traina is a finance institution located at 9000 Park Royal Drive in Fort Myers, Florida, United States. With a focus on providing comprehensive financial services, Fifth Third Securities offers expert advice and personalized investment strategies to help clients achieve their financial goals. Led by Robert Traina, a seasoned financial advisor with years of experience in the industry, the institution prides itself on delivering top-notch customer service and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Robert Traina is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Jennifer Callari Conner is a finance institution located at 13250 University Center Boulevard in Fort Myers, Florida, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Callari Group team offers a customized financial strategy that puts clients at the center of the planning process, focusing on personal goals such as education funding, retirement planning, and wealth preservation. With access to global investing capabilities and banking solutions, the team helps clients identify and prioritize their financial goals. Through a personalized approach, the team works closely with clients to develop a financial strategy aligned with their individual needs and aspirations. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping them achieve their financial goals at every stage of life. By utilizing tools such as the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences and goals. With years of experience and insight into market fluctuations, the team can develop a personalized investment strategy designed to pursue clients' lifestyle goals, taking into account their risk tolerance and financial objectives. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve what matters most to them. As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, the team is committed to helping clients achieve their financial goals.

The Duke Moore Wealth Management Group at Morgan Stanley is a premier financial institution located at 7811 University Pointe Drive in Fort Myers, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust in the Duke Moore Wealth Management Group at Morgan Stanley to help you secure a prosperous financial future.

The Legend Group is a prestigious institution located at 6111 Tidewater Island Circle in Fort Myers, Florida, United States. Known for its excellence in education and commitment to academic success, The Legend Group offers a wide range of programs and resources to help students achieve their goals. With a dedicated faculty and state-of-the-art facilities, students at The Legend Group receive a top-notch education in a supportive and nurturing environment. Whether you are looking to further your career or pursue higher education, The Legend Group is the perfect place to start your journey towards success.

Empower Financial is a finance and insurance agency located at 14021 Metropolis Avenue in Fort Myers, Florida. Our team of cash flow strategists is here to empower you to take control of your financial future. With our proactive approach, we aim to help you achieve your financial goals and secure your peace of mind. Our investment professionals are registered representatives and financial advisors of Park Avenue Securities LLC, a member of FINRA and SIPC. We also offer products and services through The Guardian Life Insurance Company of America. Join the #EmpoweredMovement and start your journey to financial success with Empower Financial. Contact us at (941) 777-4948 or info@empoweradv.com to schedule an appointment. Office hours are 9am to 5pm Monday to Friday, with additional appointments available upon request.

Fifth Third Private Bank - Melissa Garner is a prestigious financial institution located at 13350 Metro Parkway in Fort Myers, Florida, United States. With a focus on providing personalized wealth management services, Melissa Garner and her team offer tailored financial solutions to high-net-worth individuals, families, and businesses. From investment management to estate planning, Fifth Third Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and a reputation for trustworthiness, Fifth Third Private Bank - Melissa Garner is a top choice for those seeking expert financial advice and guidance.

Jeffery A. DiPascale - Morgan Stanley is a finance institution located at 7811 University Pointe Drive in Fort Myers, Florida, United States. As a branch of the renowned Morgan Stanley financial services firm, Jeffery A. DiPascale offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management services, retirement planning, and more. Whether you are looking to grow your investments or plan for the future, Jeffery A. DiPascale - Morgan Stanley is dedicated to helping you achieve your financial goals.

Wangh Financial Services LLC is a financial institution located in Coral Gables, Florida, specializing in accounting and finance. We offer fast financing, pre-underwritten pre-approvals, down payment assistance, and credit counseling to maximize your purchasing power. Our executive level partnerships with the top mortgage lenders in the country allow us to offer the best products with quick closings and low rates. We service all areas of Florida, including Miami-Dade, Fort Lauderdale, Boca Raton, Orlando, Tampa, Fort Myers, Naples, and Tallahassee. With over 18 years of experience in the Mortgage and Real Estate Industry, we are committed to providing the highest level of integrity and professional services.

Dave S Cabiness is a reputable finance institution located at 14078 Palm Beach Boulevard in Fort Myers, Florida, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Dave S Cabiness offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for assistance with investments, retirement planning, or estate planning, the team at Dave S Cabiness is dedicated to helping you achieve your financial goals. With their expertise and commitment to excellence, you can trust Dave S Cabiness to provide you with the guidance and support you need to secure your financial future.

Willard S Thomas & Associates is a trusted accounting and finance institution located in Fort Myers Beach, Florida, United States. With years of experience in the industry, our team of experts offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to providing our clients with top-notch services tailored to their specific needs. Contact us today to learn more about how we can help you achieve your financial goals.

ERC Attorneys is a prestigious institution located at 6225 Presidential Court in Fort Myers, Florida, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing top-notch representation and guidance to our clients. From tax planning to business law, we offer a wide range of services to meet the diverse needs of individuals and businesses. Trust ERC Attorneys to provide expert advice and advocacy for all your financial and legal matters.

Catherine Novak, E.A. is a reputable accounting and finance institution located at 5237 Summerlin Commons Boulevard in Fort Myers, Florida, United States. With years of experience and expertise in the field, Catherine Novak, E.A. offers top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing personalized solutions to meet their clients' needs. Trust Catherine Novak, E.A. for all your accounting and finance needs.

TaxCuts1, Inc. is a finance institution located at 5290 Summerlin Commons Way, Fort Myers, Florida, United States. Specializing in property tax savings, TaxCuts1 is currently focused on 2024 valuations in Lee County, with a minimum appeal value of $2 million. Founded by Mike Hagen in 2003, a former tax attorney and administrator for the Lee County Property Appraiser, TaxCuts1 offers expertise in property tax appeals and real estate brokerage. With over 30 years of experience, TaxCuts1 has successfully reduced property tax assessments for numerous properties in Southwest Florida. Contact Mike Hagen for guidance on navigating property tax issues, including Hurricane Ian damage, and to find out how TaxCuts1 can help you save on your 2024 property taxes.

Frost Law is a prestigious law firm specializing in accounting, finance, and legal services, conveniently located at 1415 Panther Lane in Naples, Florida. Situated near Pelican Bay and Clam Pass Park, our Naples office serves clients in this vibrant city known for its shopping, golfing, fishing, and dolphin-spotting opportunities. With additional locations in Fort Lauderdale, West Palm Beach, Miami, and Ft. Myers, as well as offices in Maryland, Virginia, Washington, D.C., and Pennsylvania, Frost Law has been providing expert legal counsel since 2011. Our team of experienced attorneys, CPAs, Certified Financial Planners, and tax professionals cater to clients both domestically and internationally.

Florida Resale Properties is a reputable real estate agency located at 3436 Marinatown Lane in Fort Myers, Florida. Specializing in resale properties, our experienced team of agents is dedicated to helping clients buy or sell their homes in the vibrant Sunshine State. Whether you are looking for a beachfront condo, a cozy bungalow, or a luxurious estate, we have a wide range of properties to suit every budget and lifestyle. With a strong focus on customer service and satisfaction, Florida Resale Properties is committed to making the buying or selling process smooth and stress-free. Contact us today to find your dream home in Florida!

Royal Palm Property Management Inc. is a leading real estate agency located at 813 Lake McGregor Drive in Fort Myers, Florida, United States. We offer a range of services to handle all your management needs, including maintenance, inspections, accounting, and more. We are pleased to announce that we now offer coverage for Loss of Rent, Eviction, Court Costs, and Malicious damage. Our goal is to make your experience in finding your next dream home an enjoyable one, with houses for rent available in Southwest Florida.

NextHome Advisors is a reputable real estate agency located at 5237 Summerlin Commons Boulevard in Fort Myers, Florida. Our team provides reliable information on properties for sale, rental, or financing, as well as school information and public tax records. While we strive to offer accurate information, we cannot guarantee its accuracy and recommend independent verification before engaging in any transactions. Whether you are buying, selling, or renting, NextHome Advisors is here to assist you every step of the way. Contact us today to learn more about our services.

Brighton Realty & Management is a premier real estate agency located at 16880 McGregor Boulevard in Fort Myers, Florida. Our experienced team of professionals is dedicated to providing top-notch real estate services, including property management, leasing, and sales. Whether you are looking to buy, sell, or rent a property, we are here to help you every step of the way. With our extensive knowledge of the local market and commitment to customer satisfaction, you can trust Brighton Realty & Management to exceed your expectations. Contact us today to learn more about how we can assist you with all of your real estate needs.

Amigos Center is a trusted legal institution located at 1560 Matthew Drive in Fort Myers, Florida, United States. Our dedicated team of lawyers is committed to providing top-notch legal services to our clients. Whether you need assistance with immigration, family law, or any other legal matter, we are here to help. With our expertise and experience, you can trust us to guide you through the legal process and achieve the best possible outcome. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Truist is a financial institution located at 11620 Gladiolus Drive in Fort Myers, Florida, United States. As a bank and insurance agency, Truist offers a range of services including banking products, loans, deposit accounts, trust and investment management services, securities and brokerage accounts, insurance products, and mortgage services. Customers can also see if they are pre-qualified for a Truist credit card or find the right loan by providing information on their needs. Truist is affiliated with various entities within Truist Financial Corporation, such as Truist Bank, Truist Investment Services, and McGriff Insurance Services. It is important to note that Truist and its representatives do not provide tax or legal advice, so customers should consult their own professionals in these areas. Additionally, Truist offers resources for consumers with Limited English Proficiency, including translation and language access services. Applications and communications from Truist will be provided in English, so customers should be able to speak, read, and understand English or have a translator available to assist them.

Fundshop is a finance institution located at 3434 Hancock Bridge Parkway in North Fort Myers, Florida, United States. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at Fundshop to learn more about how we can help you reach your financial goals.

Welcome to Avis Car Rental in Fort Myers, Florida, conveniently located at 4125 Cleveland Avenue. Our prime location near the Edison Mall Sears Auto Center and off US Highway 41 makes us the perfect choice for your car rental needs in central Fort Myers. Whether you're planning a family adventure to Sun Splash Family Waterpark, a fishing trip at Lakes Park, or a shopping spree at the Edison Mall, we have a wide range of vehicles to suit your travel plans. Take advantage of our special offer: enjoy one day free of daily time and mileage charges on an intermediate to full-size four-door car when you book a minimum three-day rental. Please note that taxes, concession recovery fees, and other charges are extra, and certain terms and conditions apply. This offer is valid at Avis locations across the contiguous U.S., excluding the New York Metro area, and requires an advance reservation.

Welcome to Budget Car Rental at Southwest Florida International Airport (RSW), your go-to destination for affordable and convenient car rental services in Fort Myers, Florida. Located at 11005 Terminal Access Road, our rental counter is conveniently situated within the terminal, just a short walk to the car lot, making it easy for you to get on the road quickly. Whether you're visiting for business or pleasure, Budget Car Rental offers a wide selection of vehicles to suit your needs, from intermediate (group C) cars to full-size four-door (group E) options. Enjoy our special offer of one day free of daily time and mileage charges on rentals of three days or more. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra, and optional items such as LDW and other surcharges may apply.

Welcome to Cape Coral by Maronda Homes, where your dream of living in a serene, coastal community becomes a reality. Situated at 1524 Southwest 43rd Lane, Cape Coral, Florida 33914, our expertly crafted homes are nestled in a prime location on the beautiful coast of Southwest Florida, near Fort Myers. As both a general contractor and real estate agency, we are dedicated to providing you with the finest homes and real estate services. Discover the charm of Cape Coral, a new construction, single-family home community in Lee County, Florida. Whether you're a growing family, a snowbird seeking a winter retreat, or looking to settle down in a peaceful neighborhood, Cape Coral offers an array of amenities designed to suit every lifestyle. From world-class golf courses to community parks, walking trails, and playgrounds, there's something for everyone to enjoy.