TOP 30 Estates planning in Nokomis, Florida

16 results found

Daily, Montfort & Toups is a Tax and Estate Planning Law Firm located in Venice, Florida, offering professional legal services to various communities in the state. Specializing in Estate Planning, Elder Law, and Tax Defense, our team of experienced attorneys is dedicated to helping individuals and businesses protect their assets and navigate complex legal matters. From Medicaid planning to probate services, we provide comprehensive solutions to ensure our clients' peace of mind and financial security. With a focus on quality service and personalized attention, Daily, Montfort & Toups is committed to guiding clients through the legal process with integrity and expertise. Whether you need assistance with tax issues, estate planning, or civil litigation cases, our team is here to help. Visit our office at 249 Nokomis Avenue South, Venice, Florida, United States, to learn more about how we can assist you with your legal needs.

Four Pillars Financial Planning Group is a leading finance institution located at 2440 North Tamiami Trail in Nokomis, Florida, United States. Our team of experienced financial advisors is committed to providing comprehensive financial planning services to help clients achieve their goals. With a focus on the four pillars of financial success - budgeting, investing, saving, and estate planning - we tailor our services to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Four Pillars Financial Planning Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Four Pillars Financial Planning - Raymond James is a reputable finance institution located at 2440 North Tamiami Trail in Nokomis, Florida, United States. With a focus on providing comprehensive financial planning services, they are dedicated to helping clients achieve their financial goals through a personalized approach. Their team of experienced professionals offers expertise in investment management, retirement planning, estate planning, and more. Whether you are looking to build wealth, protect your assets, or plan for the future, Four Pillars Financial Planning - Raymond James is committed to guiding you every step of the way.

uKeepCommission Real Estate is a real estate agency located at 111 Cavallini Drive in Nokomis, Florida, United States. Known for their exceptional customer service, uKeepCommission Real Estate offers various listing plans with different commission structures tailored to meet the individual needs of their clients. They currently offer three different plans for selling a home, as well as a cash back rebate for those buying a home. Whether you have questions, want to schedule a showing, or discuss the value of your home, the team at uKeepCommission Real Estate is ready to assist you. Contact them today to experience their top-notch customer service.

Located at 237 Nokomis Avenue South in Venice, Florida, the Farr Law Firm has been serving Southwest Florida for over 100 years. As the oldest and largest law firm in Charlotte County, the firm is dedicated to addressing complex legal issues while upholding small town values. Serving individuals and businesses alike, the multi-practice firm covers a wide range of legal needs and challenges. From Naples to Fort Myers, Punta Gorda to Sarasota, the Farr Law Firm zealously represents clients throughout Southwest Florida. Founded by Earl D. Farr in 1924, the firm has grown from a one-man operation to a leading law firm in the region.

Kanetsky Moore & De Boer is a reputable law firm located at 227 Nokomis Avenue South in Venice, Florida, United States. Specializing in various areas of law including estate planning, real estate transactions, business law, and civil litigation, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Kanetsky Moore & De Boer strives to achieve the best possible outcomes for each case we handle. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Roulet Law Firm, P.A. is a specialized law firm located at 2520 North Tamiami Trail, Nokomis, Florida, United States. Our personalized approach to estate planning, business law, and asset protection sets us apart from larger firms. Attorney Chuck Roulet, with his expertise in Estates and Trusts, noticed the shortcomings in traditional law firm plans that left families and small businesses at risk. By establishing his own firm, Chuck is able to create tailored estate plans and business solutions that better protect his clients and their assets. At Roulet Law, we offer flat-fee, value-based billing so you can make important decisions without worrying about hourly rates. Whether you are starting a new family, business, or enjoying retirement, we will work with you to protect what matters most. Our goal is to ensure that your unique needs and goals are met, whether it's starting a business or ensuring your children are raised according to your wishes.

Bechtold Daniel A is a reputable law firm located at 240 Nokomis Avenue South in Venice, Florida. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation to their clients. Whether you need assistance with personal injury cases, estate planning, or business law matters, Bechtold Daniel A is committed to delivering excellent legal services tailored to meet your specific needs. Contact them today to schedule a consultation and see how they can help you with your legal needs.

Holland & Company CPA's PC, located at 1079 North Tamiami Trail in Nokomis, Florida, is a premier accounting and finance institution dedicated to taking your business and personal success to the next level. President Dean R. Holland, a Certified Public Accountant with over 32 years of experience, is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants. Dean's accomplishments include serving as past president of Advocate Software Company, winning the SBA's Illinois Accountant of the Year Award, and teaching accounting and tax-related seminars at various institutions. Holland & Company offers services for business and individual taxes in all 50 states. Trust Holland & Company to help you achieve your financial goals and reach new heights of success.

Raymond James Financial Services is a finance institution located at 2500 North Tamiami Trail in Nokomis, 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. 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 specific needs. Visit their office in Nokomis to learn more about how they can help you achieve financial success.

Medallion Financial Resources, located in Venice, Florida, is a finance and insurance agency that specializes in helping individuals maximize their Social Security benefits, plan for retirement, and secure their financial future. With a focus on providing peace of mind and financial protection, the institution offers services such as life insurance, long-term care planning, annuities, and tax-free retirement accounts like Roth IRAs and HSAs. The experienced team at Medallion Financial Resources takes the time to understand each client's unique needs and goals, providing personalized recommendations and guidance to help them achieve financial security and stability. By offering comprehensive financial and estate planning services, the institution ensures that clients can protect their assets and create a lasting legacy for future generations.

Joseph A Zarlenga is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2520 North Tamiami Trail in Nokomis, Florida, United States. At this institution, Joseph A Zarlenga offers a range of financial services and expertise, including 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®, 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 Joseph A Zarlenga's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, education, and expertise, Joseph A Zarlenga is dedicated to helping clients achieve their financial goals and navigate complex financial situations.

Christine Purser - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2520 North Tamiami Trail, Nokomis, Florida, United States. The institution offers a range of certifications and designations to its advisors, 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 cover a wide range of financial planning topics, from asset management to retirement planning, estate planning, and more. The advisors at Christine Purser - Private Wealth Advisor are dedicated to providing expert financial advice and guidance to their clients, with a focus on meeting individual needs and goals.

Treasure Trove Apartments is a premier real estate agency located at 3841 Casey Key Road in Nokomis, Florida, United States. Our apartments are a hidden gem, offering luxury living in a tranquil beachside setting. With a variety of floor plans and amenities to choose from, our apartments are truly a treasure trove for those seeking a comfortable and stylish living experience. Contact us today to schedule a tour and discover your new home at Treasure Trove Apartments.

Jetties Pointe is a premier destination located at 408 South Casey Key Road in Nokomis, Florida. This unique establishment offers a combination of lodging, real estate agency, and travel agency services, making it the perfect one-stop destination for all your vacation needs. Whether you're looking for a luxurious place to stay, interested in buying or selling property in the area, or planning your next travel adventure, Jetties Pointe has you covered. With a prime location along the beautiful coast of Florida, Jetties Pointe is the ideal choice for a memorable and enjoyable experience.

Casa Cay on Casey Key is a premier real estate and travel agency located at 309 Casey Key Road in Nokomis, Florida. Specializing in luxury properties and vacation rentals on the exclusive barrier island of Casey Key, Casa Cay offers unparalleled service and expertise in the local real estate market. Whether you're looking to buy or rent a stunning beachfront home or plan a memorable getaway to this picturesque destination, Casa Cay on Casey Key is your go-to agency for all your real estate and travel needs. Experience the ultimate in luxury living and relaxation with Casa Cay on Casey Key.