TOP 30 Best Family tax help in Lake Mary, Florida
30 results found
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The Hidden Wealth Solution
● ClosedThe Hidden Wealth Solution is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. Specializing in helping Baby Boomers and retirees thrive in retirement, the institution offers a unique holistic and comprehensive planning process called The Hidden Wealth Solution. With a focus on asset optimization, income maximization, and tax elimination, the institution's Wealth Architect Team educates clients on how to optimize their assets and maximize their income for retirement. With over 25 years of experience, the institution's team consists of licensed insurance experts and Certified Mortgage Planning designations to provide expert advice on tax-free insurance planning and real estate. Through educational webinars, radio broadcasts, and a library of resources, clients can learn how to potentially mitigate retirement uncertainty and secure their financial legacy. The institution aims to help clients work towards peace of mind as they prepare for retirement by providing direction, confidence, and capability to potentially make more, keep more, and pass more. Contact The Hidden Wealth Solution today to secure your seat in an educational wealth protection webinar and start planning for a financially secure retirement.
250 International Pkwy Suite 134, Lake Mary, FL 32746, United StatesAdvertisements -
Lanier & Company, P.A.
● ClosedLanier & Company, P.A. is a reputable accounting and finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution, previously known as Howard, Howard and Hodges, has been providing professional services to small businesses since 1961. With expertise in a wide variety of service industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce, Lanier & Company specializes in offering accounting, bookkeeping, payroll, and tax services to small business owners. As an active member of PASBA (Professional Association of Small Business Accountants) since 1997, Lanier & Company is able to leverage the collective resources of a nationwide network of CPAs and accountants to provide top-notch service and expertise to their clients. The institution was honored with the title of PASBA's Accounting Firm of the Year in 2015.
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Pena Law Group, P.A.
● ClosedPena Law Group, P.A. is a dedicated law firm located at 1540 International Parkway in Lake Mary, Florida, United States. Our team is committed to providing the best customer service and delivering the best results for you. We offer consultations in both English and Spanish to better serve our clients. Whether you need assistance with workers' compensation, personal injury cases, estate planning, or business law, Pena Law Group, P.A. is here to help. Our experienced staff will guide you through the legal process, answer all your questions, and provide personalized representation tailored to your needs.
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Friedman Law, P.A.
● ClosedFriedman Law, P.A. is a reputable law firm located at 600 Rinehart Road in Lake Mary, Florida, United States. With a team of experienced attorneys, Friedman Law, P.A. specializes in a wide range of legal services including family law, estate planning, business law, and more. Clients can expect personalized attention and dedicated representation from the skilled professionals at Friedman Law, P.A. Whether you are facing a difficult family matter or need assistance with your business legal needs, Friedman Law, P.A. is committed to providing top-notch legal services to help you achieve the best possible outcome. Contact them today to schedule a consultation.
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Greg Stoner, The Stoner Law Firm
● ClosedGreg Stoner, The Stoner Law Firm is a reputable legal institution located at 1525 International Parkway in Lake Mary, Florida, United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced and knowledgeable lawyers, Greg Stoner and his team are committed to delivering excellent representation and achieving the best possible outcomes for their clients. Whether you are facing a legal dispute or in need of legal advice, Greg Stoner, The Stoner Law Firm is here to help.
1525 International Pkwy STE 4021, Lake Mary, FL 32746, United States -
Aston Crest Wealth Management
● ClosedAston Crest Wealth Management is a leading financial institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced professionals specializes in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Aston Crest Wealth Management is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
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Nordmann Wealth Management
● ClosedNordmann Wealth Management is a prestigious finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, Nordmann Wealth Management is committed to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start building a comprehensive financial plan tailored to your needs.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, United StatesAdvertisements -
Nisi Law Firm, P.A.
● OpenNisi Law Firm, P.A. is a reputable law firm located in Longwood, Florida. With a focus on providing expert legal services, their team of experienced lawyers is dedicated to helping clients navigate through various legal challenges. Whether you are in need of assistance with family law, estate planning, real estate transactions, or other legal matters, Nisi Law Firm, P.A. is committed to providing personalized and effective solutions. Contact them at 2003 Longwood Lake Mary Road to schedule a consultation and discuss your legal needs.
2003 Longwood Lake Mary Rd STE 1001, Longwood, FL 32750, United States -
Edward Jones - Financial Advisor: David J Rivas
● ClosedEdward Jones - Financial Advisor: David J Rivas is a reputable finance institution located at 3248 West Lake Mary Boulevard in Lake Mary, Florida, United States. As a trusted financial advisor, David J Rivas offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones - Financial Advisor: David J Rivas is dedicated to helping individuals and families secure their financial future.
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Xexis Private Wealth, LLC
● ClosedXexis Private Wealth, LLC is a finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, and retirement planning solutions. Contact us today to learn more about how we can help you secure your financial future.
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Wealthonaire
● ClosedWealthonaire is a prestigious financial institution located at 801 International Parkway in Lake Mary, Florida, United States. With a focus on helping individuals achieve financial success and prosperity, Wealthonaire offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Our team of experienced professionals are dedicated to providing personalized solutions to help clients grow and protect their wealth. Visit us at Wealthonaire to start your journey towards financial security and abundance.
801 International Pkwy 5th Floor, Lake Mary, FL 32746, United States -
The Florida Practice
● OpenThe Florida Practice is a reputable law firm located at 964 International Parkway in Lake Mary, Florida. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients in the United States. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, our skilled lawyers are here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
964 International Pkwy #1620, Lake Mary, FL 32746, United States -
The Law Firm of Aimee J. Hefley, P.A.
● OpenThe Law Firm of Aimee J. Hefley, P.A. is a reputable legal institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Attorney Aimee J. Hefley and her team are dedicated to providing high-quality legal services to their clients. With a strong commitment to professionalism, integrity, and personalized attention, this law firm is known for its expertise and compassionate approach to helping clients navigate complex legal matters. Contact The Law Firm of Aimee J. Hefley, P.A. for reliable legal representation and guidance.
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My Wealth Hub
● OpenMy Wealth Hub is a premier finance institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. We specialize in providing expert financial advice and services to help our clients achieve their wealth management goals. Our team of experienced professionals is dedicated to helping you make informed decisions about your finances and investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, My Wealth Hub is here to help you every step of the way. Visit us today to start building a secure financial future.
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CollaborativeWEALTH - Gainesville
● ClosedCollaborativeWEALTH - Gainesville is a branch of the financial planning and integrated wealth management firm headquartered in Lake Mary, Florida. Located at 4915 Northwest 43rd Street in Gainesville, Florida, our team of professionals is dedicated to helping individuals, families, and businesses build a solid financial foundation. We believe that your goals, dreams, and financial well-being are interconnected, and we are here to assist you in taking the necessary steps to achieve what truly matters to you. Our services include comprehensive financial planning, investment advice, wealth management, personalized client service, and independent asset management. As a fee-based firm, we do not offer proprietary products, allowing us to provide tailored financial advice that suits your unique circumstances. Our advisors are registered representatives with LPL Financial and can only conduct securities business in specific states.
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CAPTRUST
● ClosedCAPTRUST is a leading financial institution located at 100 Colonial Center Parkway in Lake Mary, Florida, United States. Specializing in wealth management, investment advisory services, and retirement planning, CAPTRUST is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, CAPTRUST is a trusted partner for individuals and businesses seeking expert financial guidance.
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Advus Financial Partners, LLC
● ClosedAdvus Financial Partners, LLC is a finance institution located at 1525 International Parkway in Lake Mary, Florida, United States. At Advus Financial Partners, they are dedicated to helping their clients advance and achieve their financial goals. They listen actively, solve creatively, and provide personalized advice to advocate for their clients. They believe in finding the best solutions to anticipate and resolve complex challenges. The Advus Advantage includes meeting clients where they are, running their financial plan so they can focus on their business, and understanding and supporting the needs of their organization.
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Foundational Wealth Planners
● ClosedFoundational Wealth Planners is a finance institution located at 952 International Parkway, Lake Mary, Florida, United States. Specializing in Financial Planning, Insurance, and Investment Advisory Services, we offer targeted strategies designed with your individual goals in mind. Our holistic approach is carefully and thoughtfully executed, building and maintaining close relationships with our clients founded on trust, respect, and integrity. As Financial Planners, we plan for tomorrow today, providing a clear picture of where you stand today, a vision of where you're going, and the strategy to help you get there. With periodic reviews, we ensure progress toward our clients' specific goals and objectives, offering solutions to financial challenges no matter what stage of life you are in.
952 International Pkwy #104, Lake Mary, FL 32746, United States -
Traditions Wealth and Legacy Planning
● ClosedTraditions Wealth and Legacy Planning is a finance institution located at 801 International Parkway in Lake Mary, Florida, United States. Our mission is to help you make financial independence a new family tradition by creating a multi-generational plan for your family wealth. We believe in preserving wealth for the next generation by helping your beneficiaries understand and implement the legacy you pass on to them. Our Founder & President, Lemar Williams, was recognized by the Association of African American Financial Advisors for his excellence in the field. At Traditions Wealth and Legacy Planning, we treat our clients like family and aim to build a trusting relationship so we can anticipate your needs and provide proactive strategies and solutions. We offer comprehensive wealth and legacy planning strategies for you, your family, and future generations. Please consult your legal advisor for specific legal advice. Visit our Resource Center for articles and resources on wealth and legacy planning, retirement planning, estate planning, investing, and more. Contact us at (407) 553-3573 or email info@traditionswealthlegacy.com for more information. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Remember, no offers may be made or accepted from residents of states where our representatives are not properly registered or licensed.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United StatesAdvertisements -
REAP | Retirement & Estate Advisors & Professionals
● ClosedREAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United States -
Merrill Lynch Financial Advisor James R Wright
● ClosedMerrill Lynch Financial Advisor James R Wright is a finance institution located at 250 International Parkway, Lake Mary, Florida, United States. James Wright, First Vice President and Financial Advisor, leads a Wealth Management team in Heathrow, FL, catering to affluent families. With 43 years of experience, he focuses on understanding each client's specific situations and goals to establish deep relationships and provide personalized advice. Clients can expect access to investment services tailored to their needs. James started his career with Merrill Lynch Wealth Management in 1973 and has since gained experience with Merrill and UBS. He is dedicated to helping clients align their financial lives with their personal circumstances. His mission is to understand each client's priorities and design personalized plans to help them achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, James offers comprehensive financial solutions and personalized investment strategies. He is registered to do business in multiple states. Investing involves risk, and past performance does not guarantee future results. Clients should consult legal and tax advisors before making financial decisions.
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Wealth Management Solutions, LLC
● ClosedWealth Management Solutions, LLC is a finance institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Our team of experienced professionals provides comprehensive wealth management solutions tailored to meet the unique needs and goals of our clients. From investment planning to retirement strategies, we offer a wide range of services to help individuals and families achieve financial success and security. Contact us today to schedule a consultation and start building a brighter financial future.
605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, United StatesAdvertisements -
FamilyWealth Advisers, LLC
● ClosedFamilyWealth Advisers, LLC is a premier finance institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our team of experienced financial advisers is dedicated to helping families achieve their wealth management goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide comprehensive financial solutions tailored to your specific needs. Trust FamilyWealth Advisers, LLC to help you secure a prosperous future for you and your loved ones.
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Vivian Howard, EA
● OpenVivian Howard, EA is an accounting and finance institution located at 720 Rodel Cove, Lake Mary, Florida, United States. The Howard, Howard and Hodges team has been providing professional services to small businesses since 1961, with expertise in various industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce. They specialize in accounting, bookkeeping, payroll, and tax services for small business owners and have been a member of PASBA (Professional Association of Small Business Accountants) since 1997. The firm was named PASBA’s Accounting Firm of the Year in 2015. They offer free consultations to help clients meet their tax and financial goals, and strive to deliver quality services with efficiency and consistency. The team is dedicated to helping entrepreneurs build their dreams and adapt to rapid changes in technology and needs. They offer a Small Business Accounting Services Package to help business owners focus on their day-to-day activities while they handle accounting, payroll, and tax tasks. The team at Howard, Howard and Hodges is always ready to explore all possibilities to help business owners with their accounting and taxes, including tax savings strategies, tax-deductible expenses, and business consulting services. They also provide updates on accounting, financial planning, tax advisory, and business consultation. Effective November 1, 2023, Lanier and Company has merged with Howard, Howard and Hodges, welcoming their team and clients to the family.
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 250 International Parkway in Lake Mary, Florida, is a leading finance institution offering a wide range of wealth management services. With a team of experienced advisors, the institution caters to individuals, families, business owners, executives, and institutions, providing tailored financial strategies to address wealth planning challenges and opportunities. The advisors at Merrill Lynch Wealth Management bring years of combined knowledge and experience to the table, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create customized financial strategies to meet their long-term objectives.
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Merrill Lynch Financial Advisor Brian C Musbach
● ClosedMerrill Lynch Financial Advisor Brian C Musbach, located at 250 International Parkway in Lake Mary, Florida, offers personalized financial planning services tailored to your individual needs and life priorities. With a focus on understanding your goals and aspirations, the institution collaborates with you to create a customized plan that reflects your unique situation. Drawing upon the expertise of Merrill and Bank of America, the team provides access to investment insights, trust services, and lending solutions to help you achieve your financial goals. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the institution ensures that your financial approach evolves with your changing life circumstances. With a commitment to building strong client relationships based on trust and personalized service, the experienced team at Merrill Lynch Wealth Management is dedicated to helping you navigate the complexities of your financial future. Partner with Merrill Lynch Financial Advisor Brian C Musbach to create a flexible and comprehensive wealth management strategy designed to help you pursue your goals and live your best financial life.
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Johnson Wealth Management
● ClosedJohnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.
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Merrill Lynch Financial Advisor Jon Veneziano
● ClosedMerrill Lynch Financial Advisor Jon Veneziano is a reputable finance institution located at 250 International Parkway in Lake Mary, Florida, United States. With a team of experienced professionals led by Jon Veneziano, clients can expect personalized financial advice and investment strategies tailored to their individual goals and needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Merrill Lynch Financial Advisor Jon Veneziano offers comprehensive financial planning services to help you achieve your financial objectives. Contact them today to schedule a consultation and take the first step towards securing your financial future.
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First Summit Financial
● OpenFirst Summit Financial is a leading insurance agency located at 100 Colonial Center Parkway in Lake Mary, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. At First Summit Financial, we strive to build long-lasting relationships with our clients by delivering exceptional service and expert advice. Contact us today to learn more about how we can protect what matters most to you.
100 Colonial Center Pkwy Suite 100, Lake Mary, FL 32746, United States -
Edward Jones - Financial Advisor: PJ Anderson
● ClosedEdward Jones - Financial Advisor: PJ Anderson is a reputable financial institution located at 142 West Lakeview Avenue in Lake Mary, Florida, United States. As a trusted financial advisor, PJ Anderson provides personalized financial planning services to help clients achieve their financial goals and secure their futures. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: PJ Anderson is committed to helping individuals and families make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, save for retirement, or plan for the future, PJ Anderson is dedicated to providing expert guidance and support every step of the way.
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