Family wealth management firm in Davie, Florida

Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm is a reputable legal institution located at 3325 South University Drive in Davie, Florida. Specializing in estate planning, Gina M. Festa offers expert legal services to clients in need of guidance and support in matters relating to their estates. With a focus on personalized solutions and compassionate representation, this firm is dedicated to helping individuals protect their assets and ensure their wishes are carried out effectively. Trustworthy and experienced, Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm is committed to providing top-notch legal assistance to clients in the Davie area and beyond.

Merrill Lynch Financial Advisor Ross Davis is a finance institution located at 301 Southeast 17th Street, Ocala, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in the expertise and guidance provided. Investing involves risk, and the institution offers a range of services including brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing insurance, annuity products, and trust services. The institution strives to provide clients with valuable information and services to help them achieve their financial goals. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, offering a wide range of services and products to meet clients' financial needs.

Camp Davis - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida. As a branch of the well-known financial services firm Raymond James, Camp Davis offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Camp Davis 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 wealth, Camp Davis - Raymond James is committed to providing personalized and comprehensive financial solutions to meet your needs.

Andrea L. Jakob, PA is a law firm located at 12401 Orange Drive in Davie, Florida, United States. Specializing in estate planning, wills, trusts, and probate, the team at Andrea L. Jakob, PA offers a personalized approach to help clients craft their plan and leave a legacy. With a focus on organization and planning, Andrea Jakob and her team ensure that families are prepared to handle life's uncertainties and find comfort in difficult times. If you are unable to reach the office by phone, immediate assistance can be obtained by emailing info@jakoblegal.com. The firm's streamlined process allows clients to spend less time in the lawyer's office and more time living their lives. Offering services in estate planning, wills, trusts, probate, elder law, and asset protection, Andrea L. Jakob, PA prioritizes peace of mind and aims to build lasting relationships based on trust and exceptional service.

PKF Investment Banking, located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, provides exceptional guidance for those looking to sell or acquire a company, or plan for an exit. With a focus on privately held and family-owned businesses, our customized process ensures that each engagement receives senior-level attention and the advantage of our extensive resources. Our team goes beyond typical market terms, thinking creatively and strategically when negotiating deals. Confidentiality is a top priority, as we understand the importance of protecting our client's brand and operations throughout the transaction process.

Warlen & Co PA is a reputable accounting and finance institution located at 5220 South University Drive, Davie, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Warlen & Co PA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Contact them today to see how they can help you achieve your financial goals.