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TOP 30 Expert estate planning in Leesburg, FL
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BowenSchroth
Bowen|Schroth is a reputable law firm located at 250 South Main Avenue in Groveland, Florida, United States. Our experienced lawyers primarily serve the residents and businesses of Lake County, with additional offices in Eustis and Leesburg. Specializing in real estate transactions, litigation, family law, estate planning, probate, and corporate matters, our team has a proven track record of successfully assisting clients with their legal needs. One notable achievement of our firm includes the successful appeal that led to the declaration of the City of Ocala's Fire User Fee as an unconstitutional illegal tax, resulting in millions of dollars in refunds to utility customers. Additionally, partner Zachary T. Broome played a key role in persuading the Clermont City Council to remove Lake Hiawatha Preserve from consideration as a new boat ramp site, resolving ongoing litigation.
Vasti Law, P.A.
Vasti Law, P.A. is a reputable law firm located at 1020 North Boulevard East in Leesburg, Florida, United States. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need. Whether you require assistance with family law, estate planning, or real estate transactions, Vasti Law, P.A. is dedicated to delivering personalized and professional services tailored to meet your specific needs. Trust in their expertise and commitment to achieving the best possible outcomes for your legal matters.
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.
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.
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