Estate tax in Fort Myers, Florida
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Kushner & Kushner
Kushner & Kushner is a prestigious law firm located at 2121 West First Street in Fort Myers, Florida. With a team of experienced lawyers, Kushner & Kushner offers a wide range of legal services to clients in the United States. Specializing in various areas of law including real estate, business, and estate planning, the firm is dedicated to providing top-notch legal representation and personalized service to each client. Contact Kushner & Kushner today for all your legal needs.
Kathleen S Butler - Financial Advisor, Ameriprise Financial Services, LLC
Kathleen S Butler is a Financial Advisor at Ameriprise Financial Services, LLC located at 164 Pondella Road, North Fort Myers, Florida, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Kathleen offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. She helps clients document their goals, regularly reviews progress, adjusts strategies as needed, and tracks progress towards financial milestones. Clients can easily access their investments and accounts from any device and securely share information with Kathleen. To learn more about how Kathleen can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial offers insights on stock market trends and can help you navigate the current bull market rally. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through Ameriprise Financial Services, LLC as well. Kathleen is registered to conduct securities business in certain states - please refer to FINRA's BrokerCheck website for more information. Your friends and family can also benefit from Kathleen's financial expertise - refer them for a consultation. Ameriprise Financial cannot guarantee future financial results, and clients are encouraged to review the website rules and regulations for privacy and security information.
Edward Jones - Financial Advisor: Bill Moss
Edward Jones - Financial Advisor: Bill Moss is a reputable finance institution located at 1500 Colonial Boulevard in Fort Myers, Florida. As a trusted financial advisor, Bill Moss provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bill Moss is committed to helping individuals and families navigate the complex world of finance with confidence and peace of mind. Whether you are planning for retirement, saving for a child's education, or simply looking to grow your wealth, Bill Moss is dedicated to providing expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Vincent Moore, AAMS™
Edward Jones - Financial Advisor: Vincent Moore, AAMS™ is a reputable financial institution located at 1429 Colonial Boulevard in Fort Myers, Florida, United States. Specializing in finance, Vincent Moore is a knowledgeable and experienced advisor who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to plan for retirement, invest for the future, or simply manage your finances more effectively, Vincent Moore and the team at Edward Jones are here to help you every step of the way.
Edward Jones - Financial Advisor: Dani Fergen, AAMS™
Edward Jones - Financial Advisor: Dani Fergen, AAMS™ is a reputable financial institution located at 42 Barkley Circle in Fort Myers, Florida, United States. Specializing in providing personalized financial advice and services, Dani Fergen, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can rely on the expertise and guidance of this experienced financial advisor. Whether you are planning for retirement, saving for college, or investing for the future, Dani Fergen, AAMS™ is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS™
Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS™ is a trusted financial institution located at 12651 McGregor Boulevard in Fort Myers, Florida. As an Accredited Asset Management Specialist, Brian R Sumwalt provides personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones ensures that clients receive expert guidance and support in managing their finances. Whether you are planning for retirement, saving for education, or investing for the future, Brian R Sumwalt and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Brad A Jackson, CFP®|AAMS™
Edward Jones - Financial Advisor: Brad A Jackson, CFP®|AAMS™ is a reputable financial institution located at 11600 Gladiolus Drive in Fort Myers, Florida, United States. Specializing in comprehensive financial planning and investment management, Brad A Jackson is a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™) dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones provides expert guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Brad A Jackson and his team are committed to providing sound advice and exceptional customer service. Visit their office today to start planning for a more secure financial future.
Joe Enders - Financial Advisor, Ameriprise Financial Services, LLC
Joe Enders is a Financial Advisor at Ameriprise Financial Services, LLC, located at 12800 University Drive in Fort Myers, Florida, United States. Joe holds various certifications including the 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 Joe's expertise in asset management, retirement planning, estate planning, risk management, investment strategies, and more. Joe is dedicated to providing comprehensive financial advice and support to individuals, retirees, small business owners, and high net worth clients.
Robert DiMaria - Financial Advisor, Ameriprise Financial Services, LLC
Robert DiMaria, a financial advisor at Ameriprise Financial Services, LLC, located at 12800 University Drive in Fort Myers, Florida, offers personalized advice to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Robert DiMaria. Whether you are looking to understand the current market trends or plan for a more confident financial future, Robert DiMaria is available for a complimentary initial consultation. Investment products and services offered through Ameriprise Financial Services, LLC come with potential risks, but with the guidance of a registered investment adviser like Robert DiMaria, clients can navigate these risks with confidence.
Cornerstone Financial Planning, Inc.
Cornerstone Financial Planning, Inc. is a finance institution located at 13710 Cypress Terrace Circle in Fort Myers, Florida. With a strong commitment to providing personalized financial planning services, our team of experts is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to offer guidance and support every step of the way. Trust Cornerstone Financial Planning, Inc. to be your partner in building a secure financial future.
Roger J Solis - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger J Solis is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 12620 World Plaza Lane in Fort Myers, Florida, United States. Roger 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 demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various client needs. Roger is committed to providing personalized financial advice and helping clients achieve their financial goals.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 13720 6 Mile Cypress Parkway in Fort Myers, Florida, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to client satisfaction make them a trusted partner in financial planning.
Edward Jones - Financial Advisor: Caroline J Bauer
Edward Jones - Financial Advisor: Caroline J Bauer is a reputable finance institution located at 8890 Salrose Lane in Fort Myers, Florida. Caroline J Bauer is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Caroline J Bauer offers expert guidance and tailored solutions to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Caroline J Bauer is dedicated to helping you make informed decisions and achieve financial success.
Edward Jones - Financial Advisor: Mark V Hembling
Edward Jones - Financial Advisor: Mark V Hembling is a reputable finance institution located at 8880 Gladiolus Drive in Fort Myers, Florida, United States. Mark V Hembling is a trusted financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark V Hembling is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Contact them today to start planning for a secure financial future.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 8000 Summerlin Lakes Drive in Fort Myers, Florida, United States. They offer a wide range of financial services, including investment and wealth management, retirement planning, and insurance services. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
Busey Bank Wealth Management
Busey Bank Wealth Management is a finance institution located at 5246 Red Cedar Drive in Fort Myers, Florida, United States. Our team of experienced professionals is dedicated to helping clients manage and grow their wealth through personalized investment strategies and financial planning. With a focus on building long-term relationships and providing exceptional service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of wealth management.
The Legend Group
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.
Wangh Financial Services LLC
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.
Alexander & Hoover CPA's PA
Alexander & Hoover CPA's PA is a reputable accounting and finance institution located at 6361 Presidential Court in Fort Myers, Florida, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of accounting services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax compliance or financial consulting, Alexander & Hoover CPA's PA is dedicated to helping you achieve your financial goals.
Loubier Ruth A CPA
Loubier Ruth A CPA is a reputable accounting and finance institution located at 5245 Big Pine Way in Fort Myers, Florida, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Loubier Ruth A CPA is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and professional, they are committed to helping you achieve your financial goals.
Wiltshire William B CPA
Wiltshire William B CPA is a reputable accounting and finance institution located at 5249 Summerlin Road in Fort Myers, Florida, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Wiltshire William B CPA is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
Whitaker Craig D CPA
Whitaker Craig D CPA is a professional accounting and finance institution located at 1429 Colonial Boulevard in Fort Myers, Florida, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing high-quality, personalized services to individuals and businesses sets them apart in the industry. Whether you need help with your personal finances or business accounting, Whitaker Craig D CPA is here to help you achieve your financial goals.
Praker House Property Management
Praker House Property Management is a reputable institution located at 2541 North Tamiami Trail in North Fort Myers, Florida. They specialize in managing residential and commercial properties, offering top-notch services to property owners and tenants alike. With a team of experienced professionals, Praker House Property Management ensures efficient maintenance, timely rent collection, and excellent customer service. Whether you are a property owner looking for a reliable management company or a tenant in search of a quality rental, Praker House Property Management is the go-to choice in the North Fort Myers area.
The Law Office of James R. Monroe
The Law Office of James R. Monroe is a reputable institution located at 5237 Summerlin Commons Boulevard in Fort Myers, Florida, United States. Specializing in accounting, finance, and legal services, the office is dedicated to providing expert guidance and support to clients in need of professional assistance. With a focus on personalized solutions and top-notch customer service, the team at The Law Office of James R. Monroe is committed to helping individuals and businesses navigate the complexities of the legal and financial world. Contact them today for expert advice and representation.
Geraghty Stockman, P.A.
Welcome to Geraghty Stockman, P.A., where personalized legal expertise meets dedication and integrity. Conveniently located at 2211 Widman Way in the heart of Fort Myers, Florida, our firm is committed to providing exceptional legal services to our community. As a reputable law office, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive support tailored to their unique needs. At Geraghty Stockman, P.A., our experienced attorneys bring a wealth of knowledge and a client-centered approach to every case. We understand that navigating legal matters can be overwhelming, which is why we prioritize clear communication and personalized strategies to achieve the best possible outcomes for our clients. Whether you are seeking assistance with personal injury, family law, estate planning, or business law, our dedicated team is here to guide you every step of the way.
Davis & Associates Attorneys at Law - Divorce, Child Custody, Family Law, Free Consultation
Welcome to Davis & Associates Attorneys at Law, your trusted legal partner in navigating the complexities of divorce, child custody, and family law in Fort Myers, Florida. Located at 3049 Cleveland Avenue, our dedicated team of experienced divorce attorneys and family lawyers is committed to guiding you through these challenging times with compassion and expertise. Divorce and family law matters can be emotionally overwhelming and legally intricate, impacting not just the individuals directly involved, but also their families, finances, and future. At Davis & Associates, we understand the sensitive nature of these cases and prioritize your well-being and that of your loved ones. Our seasoned attorneys specialize in tailoring strategies that suit the unique circumstances of your case, ensuring the best possible outcome for you and your family.
Carmen Dellutri
Welcome to Carmen Dellutri Law Group, your trusted legal partner located at 1436 Royal Palm Square Boulevard, Fort Myers, Florida. Since 1998, our dedicated team of experienced lawyers, paralegals, assistants, and staff has been passionately advocating for our clients, ensuring their rights and interests are protected. At Dellutri Law Group, we believe in the power of clear and consistent communication without the confusion of legal jargon. Our clients are not just case files; they are individuals with unique stories and needs, deserving of personalized attention and care.
Law Office of Linda Kay Pufahl Smith P.A.
Welcome to the Law Office of Linda Kay Pufahl Smith P.A., your trusted legal partner in Fort Myers, Florida. Conveniently located at 5237 Summerlin Commons Boulevard, our practice is dedicated to providing comprehensive legal services with a focus on personalized attention and unwavering commitment to our clients' needs. Led by Linda Kay Pufahl Smith, a seasoned attorney with years of experience in the legal field, our firm specializes in a wide range of legal areas. Whether you're seeking assistance with family law, estate planning, real estate, or business law, our team is equipped with the expertise to guide you through complex legal matters with professionalism and care.
Costello, McGuire & Wicker, P.A.
Welcome to Costello, McGuire & Wicker, P.A., your trusted legal partners in Fort Myers, Florida. Located conveniently at 12670 New Brittany Boulevard, our esteemed law firm is dedicated to providing exceptional legal services to individuals, families, and businesses throughout the region. With a team of experienced and compassionate attorneys, we specialize in a wide range of legal areas including family law, personal injury, estate planning, and business law. At Costello, McGuire & Wicker, P.A., we understand that navigating the legal landscape can be challenging. Our commitment is to offer personalized attention and tailored solutions to meet your unique needs. Whether you are dealing with a complex legal issue or simply seeking advice to plan for the future, our knowledgeable lawyers are here to guide you every step of the way.
Kenneth E. Kemp, II
Welcome to Kenneth E. Kemp, II - Your Trusted Legal Partner in Estate Planning and Litigation Located at 12685 New Brittany Boulevard, Fort Myers, Florida, Kenneth E. Kemp, II, part of the esteemed Kemp & Mace, P.A., is dedicated to providing exceptional legal services in the areas of Estate Planning, Probate Administration, Trust Administration, and Litigation. Serving clients throughout Cape Coral, North Fort Myers, Fort Myers, Bonita Springs, Fort Myers Beach, Saint James City, and Lee County, our firm is committed to guiding you through life's most important legal decisions with expertise and care.
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