TOP 20 Best Estates plan and management in Leesburg, Florida
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American Tax & Planning Services
American Tax & Planning Services is a finance institution located at 911 West Dixie Avenue in Leesburg, Florida. Our team of experienced professionals is dedicated to providing high-quality tax and financial planning services to individuals and businesses. Whether you need help with tax preparation, retirement planning, estate planning, or investment strategies, we are here to help. Trust American Tax & Planning Services to help you navigate the complex world of finance and secure your financial future.
Leesburg for Rent Property Management, LLC
Leesburg for Rent Property Management, LLC is a reputable real estate agency located at 123 West Main Street in Leesburg, Florida, United States. Their mission is to provide the best return for property owners while offering a top-notch housing experience for residents. The company excels in locating and screening tenants, as well as monitoring tenant activities with prompt issue resolution. Paige Chassie, an experienced property manager, is highly praised for her trustworthiness, responsiveness, and knowledge. Clients appreciate the company's understanding and compassion, as well as their dedication to providing great tenants. Those who have lived in properties managed by Leesburg for Rent speak highly of their satisfaction with the service. If you are looking for a reliable property management company, Leesburg for Rent is a fantastic choice.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious financial institution located at 10715 U.S. 441 in Leesburg, Florida, United States. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Merrill Lynch provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is dedicated to providing top-tier financial services tailored to your individual needs.
H&R Block
H&R Block is a well-established accounting and finance institution located at 10601 U.S. 441 in Leesburg, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to experience top-notch financial expertise and excellent customer service.
Bogin, Munns & Munns, P.A.
portant decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience."
Pernell Mitchell: Primerica - Financial Services
Pernell Mitchell: Primerica - Financial Services is a finance and insurance agency located at 1014 North Street in Leesburg, Florida, United States. With a focus on helping individuals and families achieve financial security and success, our experienced team offers a range of services including investment planning, retirement savings, insurance coverage, and more. Whether you are looking to build wealth for the future or protect your assets, we are dedicated to providing personalized solutions and expert guidance to help you reach your financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Edward Jones - Financial Advisor: Parker P Brown, AAMS™
Edward Jones - Financial Advisor: Parker P Brown, AAMS™ is a reputable financial institution located at 26540 Ace Avenue in Leesburg, Florida, United States. Specializing in finance, they provide 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: Parker P Brown, AAMS™ is dedicated to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Deanna M Price, AAMS™|CRPC™
Edward Jones - Financial Advisor: Deanna M Price, AAMS™|CRPC™ is a reputable financial institution located at 27615 US Highway 27 in Leesburg, Florida, United States. Specializing in finance, Deanna M Price is a highly qualified advisor with designations such as AAMS™ and CRPC™. With a focus on providing personalized financial solutions, Edward Jones offers a range of services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Deanna M Price and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS™
Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS™ is a reputable financial institution located at 1450 North Boulevard East in Leesburg, Florida, United States. With a focus on providing personalized financial planning services, Jeananne C Niemann, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Edward Jones is committed to helping you make informed decisions and secure your financial future.
BlackSands Wealth Group - Ameriprise Financial Services, LLC
BlackSands Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 8112 Centralia Court, Leesburg, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services. We offer initial consultations to discuss your financial goals and provide an overview of financial planning concepts. Please note that we cannot guarantee future financial results. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the security and privacy of our clients' information. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering BlackSands Wealth Group - Ameriprise Financial Services, LLC for your financial needs.
Freedom Multiservices (BY APPOINTMENT ONLY EFFECTIVE 03/01/2019)
Freedom Multiservices is a professional accounting and finance institution located at 214 South 14th Street in Leesburg, Florida. With a focus on providing top-notch services to their clients, they are dedicated to helping individuals and businesses with their financial needs. Please note that appointments are required to ensure personalized attention and effective service delivery. Contact them today to schedule an appointment and take control of your financial future.
McLin & Burnsed P.A.
manage their own affairs. Our experienced elder law attorneys can help you navigate these complex issues and ensure that your loved one’s rights are protected. McLin Burnsed is dedicated to providing our clients with the highest level of legal representation and guidance. Our team of attorneys is committed to excellence, integrity, and compassion in every case we handle. Trust us to fight for your rights and achieve the best possible outcome for your legal needs."
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 1029 West Magnolia Street in Leesburg, Florida, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are planning for retirement, saving for college, or managing your wealth, Wells Fargo Advisors is here to help you navigate the complexities of the financial world.
A&R Tax Service
A&R Tax Service is a trusted accounting and finance institution located at 1034 West North Boulevard in Leesburg, Florida, United States. With years of experience in the industry, our team of professionals provides expert tax preparation and financial services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, A&R Tax Service is here to assist you every step of the way. Visit us today to experience our personalized and reliable services.
Ramon Fonseca
Ramon 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.
Allstate Personal Financial Representative: Martha Lewis
Allstate Personal Financial Representative, Martha Lewis, located at 27615 US Highway 27 in Leesburg, Florida, is a trusted finance and insurance agency. With years of experience and expertise in the industry, Martha Lewis is dedicated to providing personalized financial solutions and insurance options tailored to meet the unique needs of each client. Whether you are looking for retirement planning, investment advice, or comprehensive insurance coverage, Martha Lewis is committed to helping you achieve your financial goals and protect what matters most to you. Visit the office today to schedule a consultation and start planning for a secure financial future.
Legaci Financial Services
Legaci Financial Services is a reputable finance institution located at 711 West Main Street in Leesburg, Florida, United States. With a focus on providing top-notch financial services to individuals and businesses, Legaci Financial Services offers a wide range of solutions including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you make the most of your finances.
Sarah Payne - Financial Advisor, Ameriprise Financial Services, LLC
Sarah Payne - Financial Advisor, part of Ameriprise Financial Services, LLC, is located at 8112 Centralia Court in Leesburg, Florida, United States. Sarah Payne holds various certifications such as 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Sarah Payne is dedicated to providing expert financial advice and personalized services to help individuals achieve their financial goals.
Edward Jones - Financial Advisor: Craig A Dykstra, AAMS™
Edward Jones - Financial Advisor: Craig A Dykstra, AAMS™ is a trusted financial institution located in Leesburg, Florida. With a focus on personalized service and tailored financial planning, Craig Dykstra and his team provide expert advice and guidance to help clients achieve their financial goals. As an Accredited Asset Management Specialist, Craig brings a high level of expertise and professionalism to every client interaction. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us at 26540 Ace Avenue to learn more about our services and how we can help you reach your financial goals.
Edward Jones - Financial Advisor: Thom Craig III
Edward Jones - Financial Advisor: Thom Craig III is a reputable finance institution located at 27615 US Highway 27 in Leesburg, Florida, United States. As a trusted financial advisor, Thom Craig III provides personalized 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: Thom Craig III is dedicated to providing top-notch financial advice and guidance to clients in the Leesburg area.
American Retirement Specialists
American Retirement Specialists, located at 1300 Citizens Boulevard in Leesburg, Florida, is a trusted finance institution dedicated to helping retirees optimize their wealth through strategic tax planning programs. With over 50 years of combined in-office experience, our team of Certified Financial Fiduciaries, Annuity Specialists, and IRA/Legacy Planners will work with you to create a detailed retirement plan tailored to your individual needs. From income planning to tax-free retirement investments, we are here to help you feel confident about your financial future. Our experts will help you navigate the complexities of estate taxes and ensure that your wealth is preserved for future generations. As a fiduciary, we always operate in your best interests. Contact us today to start securing a prosperous financial future with American Retirement Specialists.
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
Trey W Clark, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8112 Centralia Court, Leesburg, Florida, offers a wide range of financial services. Trey W Clark holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Trey W Clark provides specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. With a focus on ethical practices and continuing education, Trey W Clark is dedicated to providing personalized financial advice to clients.
Szuts Sue Ann CPA
Szuts Sue Ann CPA is a reputable accounting and finance institution located at 206 North 3rd Street in Leesburg, Florida, United States. With years of experience, they offer professional services to help individuals and businesses manage their finances effectively. Their team of experts is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or bookkeeping, Szuts Sue Ann CPA is here to assist you every step of the way. Contact them today to schedule a consultation and take control of your financial future.
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- Doral
- Brandon
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- Destin
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- Hudson
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- Plant City
- Crystal River
- Milton
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- Apopka
- Marianna
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