The 30 Best Fiduciary duty services in Florida

40 results found

Thomas Hickey Notary Services is a trusted finance institution located at 19460 Long Lake Ranch Boulevard in Lutz, Florida. With a dedication to providing professional and reliable notary services, our team is committed to ensuring all your important documents are properly authenticated and legally binding. Whether you need assistance with real estate transactions, wills, powers of attorney, or other legal documents, Thomas Hickey Notary Services is here to help. Trust us to handle your notary needs with efficiency and expertise.

Florida Notary Services of Dawn M Adams is a reliable and professional institution located in New Port Richey, Florida. Specializing in finance-related services, they offer a range of notary services to meet the needs of individuals and businesses alike. With a convenient location at 10655 Cord Street, customers can trust in the expertise and efficiency of Dawn M Adams and her team. Whether you need documents notarized or assistance with financial transactions, Florida Notary Services is the place to turn to for all your notary needs.

American Pension Services, LLC is an independent and privately owned retirement plan administration and consulting firm located in Clearwater, Florida. With over 22 years of experience, we specialize in providing tailored 401(k) programs for small and medium-sized employers nationwide. Our team of experienced professionals utilizes state-of-the-art administration and data management systems to oversee the ongoing operations of our client's retirement plans. We are industry leaders in Pooled Employer Plans, Multiple Employer Plans, and 401k Outsourcing. Our services include retirement plan consulting, administration, compliance services, and ERISA 3(16) Plan Administrator Services. Contact us at 2454 McMullen Booth Road, Suite 431, Clearwater, Florida 33759 to learn more about how we can help you manage your retirement plan efficiently and cost-effectively.

Asset Management & Advisory Services is a leading finance institution located at 1222 Southeast 47th Street in Cape Coral, Florida, United States. We specialize in providing expert guidance and support in managing assets and investments for individuals and businesses. Our team of experienced professionals offers personalized advisory services to help clients achieve their financial goals and maximize their returns. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Asset Management & Advisory Services is here to help. Contact us today to learn more about how we can assist you in securing a prosperous financial future.

Boca Raton Wealth Consulting Group at UBS Financial Services Inc. is a leading finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust in our expertise and dedication to help you secure a prosperous financial future.

Brandon R Jorge is a Financial Advisor at Ameriprise Financial Services, LLC located at 256 North Kentucky Avenue in Lakeland, Florida, United States. Brandon holds multiple certifications 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 demonstrate Brandon's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, financial planning, investment analysis, and more. As a Certified Military Financial Advisor®, Brandon is also trained to serve veterans and active duty personnel. With a strong commitment to ethical standards and ongoing education, Brandon provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Raymond James Financial Services is a renowned finance institution located at 1901 University Boulevard West in Jacksonville, Florida, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to clients. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services has a team of experienced professionals ready to help you achieve your financial goals. Trust in Raymond James for expert guidance and personalized financial solutions.

Heritage Financial & Fiduciary Services is a reputable institution located at 4446 Hendricks Avenue in Jacksonville, Florida, United States. Our team of experienced professionals provides a wide range of financial and fiduciary services to help individuals and businesses achieve their financial goals. Whether you need assistance with estate planning, investment management, or retirement planning, we are here to provide personalized solutions tailored to your specific needs. With a commitment to integrity and excellence, Heritage Financial & Fiduciary Services is dedicated to helping our clients secure their financial future.

Welcome to Charles Braniff - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida 34110. Our mission is to provide personalized financial advice to help you achieve your financial goals. Charles Braniff is a highly qualified financial advisor, bringing a wealth of knowledge and expertise in various aspects of financial planning and asset management. Holding multiple prestigious designations, Charles is dedicated to offering comprehensive financial services tailored to your unique needs.

Welcome to Benjamin Dreon - Financial Advisor, Ameriprise Financial Services, LLC, located at 1004 Collier Center Way, Naples, Florida. As a dedicated financial advisor, Benjamin Dreon is committed to providing personalized financial solutions tailored to meet the diverse needs of individuals, retirees, and small business owners. With a robust suite of certifications and designations, Benjamin Dreon offers expertise in various aspects of financial planning and asset management. Our services are underpinned by a strong ethical foundation and a commitment to excellence, as demonstrated by our advisor's numerous certifications. These include the AAMS™ certification, which focuses on asset allocation and investment strategies, and the APMA™ designation, which emphasizes portfolio management. Our advisor is also an ADPA™ Accredited Domestic Partnership Advisor™, skilled in addressing the unique financial needs of domestic partners, and a holder of the AEP® designation, specializing in estate planning.

Welcome to John Reamer - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1004 Collier Center Way, Naples, Florida, John Reamer is your dedicated partner in navigating the complex world of personal finance. Specializing in comprehensive wealth management, John brings a wealth of knowledge and expertise to help you achieve your financial goals.

Welcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

Preservation Financial Group is a finance institution located at 1695 Metropolitan Circle, Tallahassee, Florida, United States. At Preservation Financial Group, we understand the importance of planning for retirement and ensuring that you have enough to retire comfortably. Our team of experts can help you navigate the complex world of retirement planning, taking into account factors such as inflation, tax laws, healthcare costs, and living expenses. We offer detailed retirement income plans tailored to your specific needs and goals. Our seminars and educational resources are designed to empower you to make informed decisions about your financial future. Whether you have pensions, social security, retirement accounts, insurance policies, or annuities, we can help you understand how these assets fit into your overall retirement strategy.

Tallahassee Financial Advisors is a trusted financial institution located at 3015 Shannon Lakes Drive North in Tallahassee, Florida. Our team of experienced advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, our advisors are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.

"Notarized by Kayla" is a reputable finance institution located at 320 Southern Winds Boulevard in DeLand, Florida, United States. With years of experience and expertise in notarization services, Kayla and her team provide reliable and efficient notary services for a variety of financial transactions. Whether you need documents notarized for loans, real estate transactions, or other financial matters, "Notarized by Kayla" is dedicated to providing professional and trustworthy services to meet your needs. Trust Kayla and her team for all your notarization needs.

Action Notary is a trusted finance institution located at 3038 Cactus Lane in Sebring, Florida. Our team of experienced notaries is dedicated to providing efficient and reliable notary services for all your financial needs. Whether you require notarization for loan documents, real estate transactions, or any other financial matter, we are here to assist you. With a commitment to professionalism and attention to detail, Action Notary is your go-to destination for all your notary needs in Sebring, Florida.

A Notary Public is a finance institution located at 3192 Matecumbe Key Road in Punta Gorda, Florida, United States. A Notary Public is a professional appointed by the state government to witness the signing of important documents and verify the identities of the signatories. They play a crucial role in preventing fraud and ensuring the legality of various transactions. Visit our office for all your notarization needs.

A Notary Public at 175 Southwest 7th Street in Miami, Florida, is a licensed professional who serves as a witness to the signing of important documents. They verify the identities of the parties involved and ensure the documents are signed voluntarily and without duress. Notary Publics play a crucial role in preventing fraud and upholding the integrity of legal documents. Visit our office for all your notarization needs in the finance sector.

Notary Sign 123 is a trusted finance institution located in Alafaya, Florida, United States. Our team of experienced notaries are dedicated to providing efficient and reliable notary services for all your financial needs. Whether you need documents notarized for a loan, real estate transaction, or any other financial matter, we are here to assist you. With our convenient location and professional staff, you can trust Notary Sign 123 to handle all your notary needs with precision and care. Contact us today to schedule an appointment or stop by our office for quick and convenient service.

Jakeria Monique Notary & Signing is a finance institution located at 1590 Quail Drive in West Palm Beach, Florida, United States. They specialize in providing notary and signing services for various financial transactions. Their team of professionals is dedicated to ensuring all documents are properly executed and legally binding. Whether you need a document notarized or require assistance with signing important financial agreements, Jakeria Monique Notary & Signing is here to help. Trust them to handle your financial paperwork with accuracy and efficiency.

Harllee & Bald, P.A. is a highly respected litigation firm located at 202 Old Main Street, Bradenton, Florida, United States. Specializing in business, commercial, and real estate litigation, as well as inheritance disputes, probate, estate, trust, and fiduciary litigation, property tax challenges, personal injury, and wrongful death lawsuits, the firm is dedicated to achieving exceptional results for its clients both in and out of the courtroom. With a focus on civil disputes, the attorneys at Harllee & Bald, P.A. take a personal approach to every case in order to provide the best possible outcome. Known for their professionalism and commitment to public service, the attorneys at Harllee & Bald, P.A. are actively involved in professional, civic, and charitable organizations at both the local and state level.

William Rambaum, P.A. is a prestigious law firm located in Oldsmar, Florida. Specializing in various areas of law, including personal injury, criminal defense, and family law, William Rambaum, P.A. is dedicated to providing high-quality legal representation to clients in need. With a strong reputation for success and a commitment to client satisfaction, this firm is known for its expertise and professionalism. Conveniently located at 3684 Tampa Road, William Rambaum, P.A. serves clients throughout the state of Florida with integrity and compassion. Trust William Rambaum, P.A. for all your legal needs.

The Law Offices of Sylvana Rosende, P.A. is a legal institution located at 8200 Northwest 41st Street in Miami, Florida, United States. Specializing in probate and estate administration, the firm assists beneficiaries in contesting the validity of wills and defending objections. They also offer estate planning services to help clients prepare for incapacity and death, as well as handle guardianship proceedings for those unable to make decisions regarding their person or property. In addition, the firm assists in selling real property belonging to deceased individuals and handles litigious matters in probate, such as disputes between beneficiaries and breach of fiduciary duties. The firm also helps homeowners in Florida dispute claims against their insurance carriers and assists with civil disputes between individuals. With a focus on resolving legal issues efficiently and effectively, the Law Offices of Sylvana Rosende, P.A. is dedicated to providing quality legal services to their clients.

Wolper Law Firm, P.A. is a securities lawyer institution located in Plantation, Florida, United States. The firm specializes in recovering investment losses for clients who have been victims of fraud or negligence in the financial industry. With a 99% recovery rate for wronged investors, they focus on holding investment firms and banks accountable for their clients' losses. Their experienced attorneys understand the complexities of the financial industry and guide clients through the recovery process, whether it involves stockbroker fraud, investment loss, elder financial abuse, or negligence. The firm takes a strategic and trial-tested approach to each case, aiming to identify and expose misconduct and recover clients' investment losses.

401(k) Maneuver is a finance institution located at 1515 Buenos Aires Boulevard in Lady Lake, Florida. It is offered by Royal Fund Management, LLC, a registered investment adviser with the SEC. The institution provides investment strategies that have the potential for profit or loss, and the performance of portfolios may be affected by various factors. Asset allocation and diversification do not guarantee better performance and cannot eliminate the risk of investment losses. The institution uses images and photographs for visual enhancement only, and they are not endorsements or testimonials from clients. 401(k) Maneuver is not affiliated with or endorsed by NASDAQ. Any third-party trademarks referenced on the website do not imply a relationship, sponsorship, or endorsement between 401(k) Maneuver and the owners of those trademarks.

Asset Life Settlements, LLC is a finance institution located in Orlando, Florida, United States, at 1507 Park Center Drive. Our team of highly skilled life settlement brokers has over 50 years of combined expertise in the secondary market for life insurance. We have brokered over $8 billion in policy face value and are dedicated to helping policy sellers receive the highest possible value for their unwanted insurance assets. As a proud member of the Life Insurance Settlement Association, we are compliance-driven and authorized to do business in 48 states. Our core values are driven by our fiduciary duty to represent the best interests of policy sellers, ensuring they receive competing offers in a bidding auction until the highest possible settlement offer is achieved.

Elwood & Goetz Wealth Advisory Group is a finance institution located at 4850 Tamiami Trail North in Naples, Florida, United States. As independent and fee-only financial advisors, they are dedicated to helping clients protect, grow, and enjoy their wealth while spending less time worrying about money. With offices in Atlanta, Athens, Charleston, and Naples, Elwood & Goetz is known as one of the most highly educated, experienced, and trusted wealth management firms in the country. The institution operates with a fiduciary oath, ensuring that they always act in the best interest of their clients. They do not sell products, accept commissions, or kickbacks, providing objective advice every time. Their fee-only structure ensures that their success is measured by the success of their clients.

Warther Private Wealth is a finance institution located at 5150 Tamiami Trail North in Naples, Florida, United States. Our core services include Financial Planning and Investment Management, where we prioritize keeping costs low, managing tax implications, capturing true performance, and protecting from down markets. We always put our clients' interests ahead of ours, acting in their best interest and doing what's right for them. As an independent Registered Investment Advisor (RIA) with over 30 years of experience, Warther Private Wealth is committed to developing deep relationships with every client to provide customized solutions. Our detailed approach focuses on putting our clients' needs and goals first, striving to help them achieve the financial success they desire.

Assets Risk Management is a leading finance institution located at 255 Professional Way in Wellington, Florida. Our team of experienced professionals specializes in managing and mitigating risks associated with various assets, helping clients make informed decisions to protect and grow their investments. With a strong track record of success and a commitment to excellence, we are dedicated to providing top-notch risk management services tailored to each client's unique needs. Trust Assets Risk Management to safeguard your financial future and maximize your returns.