Estate tax planning in Davie, Florida
13 results found
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Davis & Davis Insurance & Wealth Management
● ClosedDavis & Davis Insurance & Wealth Management is an independent insurance agency located at 86 West Lowder Street in Macclenny, Florida. We proudly serve clients throughout Florida, as well as in Georgia, Alabama, Tennessee, and Virginia. Our dedicated team is committed to addressing all of your insurance needs, offering a wide range of personal insurance coverages such as auto, homeowners, flood, condo, and ATV insurance. In addition, we provide commercial insurance options including agribusiness, apartment building owners, auto body shops, auto dealers, and bonds. Contact us today to see how we can help you save money on your insurance costs. Welcome to Davis & Davis Insurance & Wealth Management.
86 W Lowder St, Macclenny, FL 32063, United States -
Davis Financial Group
● ClosedDavis Financial Group is a finance institution located at 115 North Seminole Avenue in Inverness, Florida, United States. We specialize in creating custom plans to help you preserve your assets and achieve the life of your dreams. As a client of Davis Financial Group, you are not just a number, you are part of our family. During a meeting with us, you will have the opportunity to share your goals and dreams, allowing us to fully understand your vision for retirement. With your goals in mind, we will create a personalized Davis Financial Group Plan to help turn your retirement dreams into actionable steps.
115 N Seminole Ave, Inverness, FL 34450, United States -
Sarah Davis - Thrivent
● ClosedLocated at 725 North Highway A1A in Jupiter, Florida, Sarah Davis - Thrivent is a finance institution dedicated to helping clients achieve financial tranquility. With a team of experienced professionals, we offer wealth management services that include tax analysis, planning timelines, investment strategies, and estate planning. Our goal is to understand what is important to you and create a plan that will have a positive impact for generations to come. Licensed in multiple states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Illinois, Kentucky, Louisiana, Massachusetts, Maine, Michigan, Minnesota, North Carolina, North Dakota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia, we provide advice and guidance through our Financial Planning Framework. Our services include Dedicated Planning Services for clients looking for more in-depth recommendations.
725 N Hwy A1A STE E201, Jupiter, FL 33477, United States -
Thomas F. (Ted) Hudgins
● ClosedThe Thomas F. (Ted) Hudgins institution, located at 2800 Davis Boulevard in Naples, Florida, offers specialized tax and business planning services, with a focus on Estate Planning, Trust and Estate Administration. As a Florida attorney, Thomas F. Hudgins has experience serving as local counsel for commercial loans, providing opinion letters, advising on tax-free real estate exchanges, corporate liquidations, mergers, divisions, and working with bankruptcy counsel. By working closely with clients to understand their circumstances, Thomas F. Hudgins develops customized plans for success. Please note that visiting the website or contacting Thomas F. Hudgins, PLLC does not establish an attorney/client relationship. For a free consultation, visit the "Appointments" section on the website.
2800 Davis Blvd, Naples, FL 34104, United States -
Law Office of Ray Haselman
● ClosedThe Law Office of Ray Haselman, located in Davie, Florida, is a trusted institution specializing in accounting, finance, and legal services. With a focus on tax-related legal matters, Attorney Ray Haselman is known for his empathy, care, and dedication to his clients. Whether facing IRS disputes, tax fraud issues, or tax preparation needs, Mr. Haselman goes above and beyond to ensure his clients receive the best possible outcome. Highly recommended for his professionalism, honesty, and expertise in navigating complex tax laws, the Law Office of Ray Haselman is the go-to choice for individuals and businesses in need of tax help in Fort Lauderdale and surrounding areas. Contact the office today for assistance with tax problems and legal issues related to taxation.
4801 S University Dr Suite 268 A/B, Davie, FL 33328, United States -
Silva's Financial Services
● ClosedSilva's Financial Services is a reputable accounting and finance institution located at 5220 South University Drive in Davie, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. Our dedication to excellence and customer satisfaction sets us apart from the competition, making us a trusted partner for all your financial needs. Visit us today to experience the difference that Silva's Financial Services can make for you.
5220 S University Dr C102, Davie, FL 33328, United States -
Merrill Lynch Financial Advisor Stephen J Cuneo
● ClosedMerrill Lynch Financial Advisor Stephen J Cuneo, located at 2850 Northwest 43rd Street, Gainesville, Florida, United States, is part of Davis, Westerburg & Associates. This institution believes in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique wealth management challenges. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their aspirations. The institution offers collaboration, communication, and customization to help clients articulate and pursue their financial goals, including retirement planning, tax minimization, and estate planning. Clients range from intergenerational families to professional practices, with a focus on building lasting relationships and providing personalized service. The team at Merrill Lynch Financial Advisor Stephen J Cuneo is dedicated to helping clients achieve their financial goals through trust and personalized service.
2850 NW 43rd St Suite 350, Gainesville, FL 32606, United States -
Florida Legal Consulting, P.A.
● ClosedFlorida Legal Consulting, P.A. is a legal institution located at 9000 Northwest 44th Street in Sunrise, Florida, United States. The founder, Omar, has extensive experience in representing lenders in residential mortgage foreclosure matters. Before starting his own practice, he worked in large Florida law firms and interned at Legal Aid Service of Broward County. Omar's background includes serving as a legislative aide at the Florida Senate Committee on Environmental Preservation and Conservation and Joint Committee on Everglades Oversight. Raised in Davie, Florida, he attended school in South Florida before earning dual Bachelor's degrees in political science and global business from the University of Florida. He also holds a Master's degree in Public Administration from Florida State University.
9000 NW 44th St Ste. 220, Sunrise, FL 33351, United States -
Mouly Financial Management, Inc.
● ClosedMouly Financial Management, Inc. is a finance institution located at 12401 Orange Drive in Davie, Florida, United States. Specializing in financial planning and management services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to make informed financial decisions. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Mouly Financial Management, Inc. is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
12401 Orange Dr #223, Davie, FL 33330, United States -
Edward Jones - Financial Advisor: Deborah M Mansour, WMCP®|AAMS™
● OpenEdward Jones - Financial Advisor: Deborah M Mansour, WMCP®|AAMS™ is a reputable financial institution located at 4900 South University Drive in Davie, Florida, United States. Specializing in financial planning and investment services, Deborah M Mansour is a seasoned professional with the designations of WMCP® and AAMS™, ensuring clients receive expert guidance and personalized strategies to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Deborah M Mansour and the team at Edward Jones are dedicated to providing top-notch financial advice and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
4900 S University Dr Ste 202, Davie, FL 33328, United States -
SEDG Financial Services Corp
● OpenSEDG Financial Services Corp is a leading financial institution located at 12555 Orange Drive in Davie, Florida, United States. With a team of experienced professionals, SEDG offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, SEDG Financial Services Corp is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial solutions.
12555 Orange Dr, Davie, FL 33330, United States -
Bette Hochberger, CPA, CGMA
● ClosedWelcome to Bette Hochberger, CPA, CGMA, located at 3330 College Avenue in Davie, Florida, United States. Our elite boutique firm offers cutting-edge accounting services, business consulting, and financial guidance to professionals and business owners. We use cloud technology to serve clients globally and have a team of top-tier accounting talent. Specializing in industries driving South Florida’s economy, such as real estate investment and foreign investor-backed companies, Bette Hochberger, an MIT alumna, also supports startups in Boston and beyond. She helps clients establish Florida domicile to minimize taxation from former states and proactively assists with financial challenges, such as those faced during the COVID-19 pandemic. Our team is committed to excellence and works directly with clients to meet their unique needs. Whether you need tax planning, accounting services, or help with IRS resolution matters, we are here to assist you. Contact us to schedule a Zoom introductory meeting and see how we can help your business thrive.
Levan Innovation Center, 3330 College Ave, Davie, FL 33314, United States -
Scott M. Vengel, P.A.
● OpenScott M. Vengel, P.A. is a renowned accounting and finance institution located at 7900 Nova Drive in Davie, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, accounting, financial planning, and more. Clients can expect personalized and attentive service to help them achieve their financial goals. Whether you are an individual or a business owner, Scott M. Vengel, P.A. is dedicated to providing top-notch financial solutions to meet your needs.
7900 Nova Dr #103, Davie, FL 33324, United States
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