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TOP 30 Financial security for seniors in Florida
187 results found
Search for local businesses, places and services near you
Medley Law Firm - Pensacola Elder Law, Probate & Estate Planning Lawyer
Medley Law Firm, located at 222 West Cervantes Street in Pensacola, Florida, is dedicated to providing legal services in elder law, estate planning, and probate. Their team of experienced attorneys is committed to helping families protect their loved ones every step of the way. They specialize in guiding seniors and their families through the legal issues that come with aging, including Medicaid qualification and application while preserving assets. A well-crafted estate plan ensures that your family is provided for, regardless of what the future holds. The firm also focuses on ensuring that disabled individuals can receive care without losing valuable benefits. They work closely with families to carry out the final wishes of deceased loved ones and help minors who are intended beneficiaries of assets.
Mr Auto Insurance
Mr Auto Insurance is a reputable insurance agency located at 720 Northeast US Highway 19 in Crystal River, Florida. Specializing in auto insurance, our dedicated team of professionals is committed to providing personalized service and finding the best coverage options for our clients. With years of experience in the industry, we strive to offer competitive rates and comprehensive policies to meet the unique needs of each individual. Whether you are looking for basic liability coverage or full coverage insurance, Mr Auto Insurance is here to help you navigate the complexities of the insurance world and protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the right insurance for your vehicle.
John R Frazier J.D., LL.M., PLC
John R Frazier J.D., LL.M., PLC is a law firm located at 10225 Ulmerton Road in Largo, Florida, United States. Specializing in Medicaid planning, Attorney John R. Frazier has helped over 3,500 clients obtain coverage for assisted living or nursing home care. Whether you are facing immediate placement or looking to pre-plan for the future, Attorney Frazier can help navigate the complex laws surrounding Medicaid eligibility. With a focus on protecting assets and securing financial assistance for seniors and their families, the firm offers free resources and consultations to help you understand your options. Avoid the pitfalls of Medicaid planning with the expertise of Attorney Frazier and his team. Contact the firm today for a no-cost, no-obligation consultation to discuss your specific needs.
PLG Law
Located at 3684 Tampa Road in Oldsmar, Florida, PLG Law is a trusted institution specializing in various legal areas such as corporate law, mergers and acquisitions, estate planning, elder law, and real estate. With a focus on providing tailored solutions and expert guidance, PLG Law serves as a reliable partner for individuals and businesses alike. The institution offers comprehensive legal services, including assistance with business establishment, contract negotiations, mergers and acquisitions, capital procurement, corporate governance, and daily operations. In the realm of elder law, PLG Law is a dedicated advocate for seniors, offering expertise in estate planning, asset allocation, and health and financial management.
Florida Home Insurance Solutions
Florida Home Insurance Solutions is a trusted insurance agency located at 2206 Highwood Court in Dunedin, Florida. We specialize in providing comprehensive home insurance solutions to protect your most valuable asset. Our experienced agents are dedicated to finding the best coverage options for your specific needs, ensuring peace of mind and financial security for you and your family. Contact us today for personalized assistance and reliable service.
Law Office Of Shelly Gallagher, PA
The Law Office of Shelly Gallagher, PA, located at 3411 Magic Oak Lane in Sarasota, Florida, is dedicated to providing peace of mind through thoughtful planning. As an estate planning attorney in Sarasota, FL, Shelly A. Gallagher, PA helps seniors and families navigate difficult questions related to financial, medical, and legal challenges that come with aging. The firm creates personalized plans to help individuals control and protect their assets in the event of incapacitation or the need for assisted living or nursing home care. While many people may view estate planning as simply a way to distribute assets after death and minimize taxes, Shelly A. Gallagher, PA understands that a well-designed plan can accomplish much more. Without an estate plan, assets may be tied up in a time-consuming and expensive probate process. The firm also assists with guardianship proceedings in Florida, ensuring that individuals who are incapable of making their own decisions regarding finances and medical care have a trusted representative appointed to act on their behalf.
Friedman Elder Law Department
Friedman Elder Law Department, located at 11555 Heron Bay Boulevard in Coral Springs, Florida, is a compassionate and experienced law firm dedicated to helping Florida seniors and their loved ones navigate the complexities of aging, end-of-life issues, and long-term care planning. Led by Heidi Friedman, the team at Friedman Elder Law understands the emotional and legal challenges that come with aging and aims to provide peace of mind and protection for seniors and their assets. Specializing in Elder Law, Medicaid planning, Veteran's benefits, asset protection, and special needs planning, Friedman Elder Law offers personalized legal solutions tailored to each client's unique needs and circumstances. Through free monthly webinars and informative resources, the firm empowers clients to make informed decisions about their future care and financial well-being.
Florida Elder Law Offices, LLC
Florida Elder Law Offices, LLC, located at 401 West Lantana Road in Lantana, Florida, is a law firm specializing in Elder Law, Estate Planning, Estate Administration, and Medicaid Planning. The dedicated team at Florida Elder Law Offices understands the importance of having a solid estate plan in place to ensure financial security and peace of mind for you and your loved ones. With over 25 years of combined experience, the firm is committed to providing personalized service and guidance throughout the entire process, from start to finish. Whether you need assistance with creating a will, trust administration, probate administration, Medicaid planning, or any other elder law-related matter, the experienced attorneys at Florida Elder Law Offices are here to help. Travis N. Kimmey, the founder of the firm, and Marta L. Strong, both bring a wealth of knowledge and expertise to their practice, ensuring that clients receive the best possible legal representation.
Yahima Suarez, P.A. / Life Planning & Beyond
Yahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
Approach Retirement Advisors, LLC (Navarre)
Approach Retirement Advisors, LLC in Navarre, Florida is a leading finance institution dedicated to providing expert retirement planning and investment advice to individuals and families. Located at 7552 Navarre Parkway, their team of experienced advisors offer personalized solutions to help clients achieve their financial goals and secure a comfortable retirement. With a commitment to transparency, integrity, and client satisfaction, Approach Retirement Advisors, LLC is a trusted partner in navigating the complexities of retirement planning. Contact them today to start planning for a secure financial future.
Blanken Management
Blanken Management is a premier finance institution located at 34990 Emerald Coast Parkway in Destin, Florida, United States. Specializing in Investment Management, Financial Planning, and Business Retirement Planning, our team of experts is dedicated to helping clients achieve their financial goals. Our CEO and Senior Investment Advisor leads a team of professionals who offer personalized services tailored to each client's unique needs. We offer a free initial consultation and provide a complimentary Retirement Guide to help clients plan for their future. Contact Blanken Management today to start securing your financial future.
Asset Life Settlements, LLC
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.
Living Legacies with LaVeta
Living Legacies with LaVeta is a finance, health, and insurance agency located at 6925 Lake Ellenor Drive in Orlando, Florida. Our mission is to inspire and empower individuals to achieve holistic growth and development in all aspects of their lives. Founder LaVeta C. Hayes brings over 37 years of experience in financial management from her time at the U.S. Department of Agriculture, Forest Service. At Living Legacies with LaVeta, we offer personalized consultations to help you manage and protect your money, create lasting legacies, and make informed decisions about your health insurance, particularly for seniors looking to enroll in Medicare plans. Our licensed professionals have strong relationships with customers and communities across the United States and Canada.
FPA Tampa Bay
FPA Tampa Bay is a renowned finance institution located at 2157 West Linebaugh Avenue in Tampa, Florida, United States. With a team of experienced financial professionals, FPA Tampa Bay offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, FPA Tampa Bay is dedicated to providing personalized and comprehensive financial guidance to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
Petros Estate & Retirement Planning
Petros Estate & Retirement Planning is a leading financial institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their estate planning and retirement goals. Whether you are looking to create a comprehensive estate plan or secure your financial future in retirement, our experts are here to provide personalized guidance and support. Visit us at 4655 Salisbury Road to learn more about how we can help you plan for a secure and prosperous future.
Gellis Consulting
Gellis Consulting is a full-service management firm and concierge bookkeeping service located at 555 Heritage Drive in Jupiter, Florida. Specializing in accounting and finance, we offer uniquely tailored plans to meet the needs of both businesses and individuals. With over 25 years of experience, our Certified QuickBooks ProAdvisor can handle all aspects of bookkeeping, office management, and personal management. We offer services such as secure record storage, personal management for seniors, document management, and bill pay services. Our goal is to simplify your life and allow you to focus on what's important to you. Whether you're located in Jupiter, Florida, or anywhere around the world, we embrace technology to maintain a high standard of service. Contact us for a complimentary consultation to see how we can help you achieve your financial goals and simplify your life. Let us show you how Gellis Consulting can be your trusted partner in managing your finances.
Grady H. Williams, Jr., LL.M. Attorneys at Law PA
Grady H. Williams, Jr., LL.M. Attorneys at Law PA is a legal institution located in Jacksonville, Florida, offering caring, compassionate, and knowledgeable legal services for over 20 years. Specializing in legal expertise for the elderly and their families, our dedicated team is committed to providing financial security, peace of mind, and personal dignity to our clients. We stay up-to-date on the laws that affect our clients and aim to provide the best legal advice possible. Serving clients in various areas in Florida, including Jacksonville, Ponte Vedra Beach, St. Augustine, and more, we are here to guide you through complex legal issues related to elder law and estate planning. Don't be a victim of one-size-fits-all planning - know your legal rights and act accordingly. Fill out the necessary forms and bring them to your first meeting with us. Legal Disclaimer: Copyright 2023 Grady Williams Secure Document Portal.
PKF Investment Banking
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.
The Stop Foreclosure Attorney
The Stop Foreclosure Attorney, located at 12625 Belrose Avenue in Orlando, Florida, is here to help homeowners who are struggling to make ends meet and are facing foreclosure. Our team specializes in assisting individuals in foreclosure prevention, including seniors who may qualify for tax breaks or deferments that they are not aware of. We serve residents throughout Orange County, FL and offer free consultations to discuss your options. If you are facing foreclosure in Orlando, don't panic - our experienced attorneys can help you solidify your defense and protect your home. We also assist with short sales and loan modifications for those who are overwhelmed by the complexities of the process. If you are drowning in debt, bankruptcy may be the solution you need, and our skilled attorneys can guide you through the process.
Bankers Life
Bankers Life is a finance, health, and insurance agency located at 5016 Grande Drive in Pensacola, Florida, United States. As people live longer and health care expenses rise, the need for long-term care becomes inevitable. It is crucial to be prepared and have discussions with your loved ones about planning for the future. Bankers Life is here to help you start planning your next steps and ensure your financial and health security.
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.
Hoffman Private Wealth Group
Hoffman Private Wealth Group is a leading finance institution located at 600 Northeast Cleveland Street in Clearwater, Florida, United States. With a focus on partnering with clients to design personalized plans for a secure and comfortable retirement, the institution has received numerous accolades, including being named #2 on Advisor Hubs' "Top 50 Advisors to Watch" in 2022 and Forbes' "Best in State Wealth Advisors" from 2019-2023. The team at Hoffman Private Wealth Group, led by Senior Wealth Manager and Portfolio Management Director Todd Hoffman, has over three decades of experience in helping successful individuals achieve their financial goals. Their sophisticated planning approach aims to align clients' wealth with their values, providing clarity and peace of mind.
Hightower Naples
Hightower Naples is a finance institution located at 9045 Strada Stell Court in Naples, Florida, United States. We specialize in preparing wealth for families and preparing families for wealth. Our comprehensive, planning-based approach caters to the needs of successful private business owners, professional athletes, and senior executives at leading public companies nationwide. With a small, select group of clients, we offer the intimacy of a boutique firm combined with the global resources of a large investment company. Our services include private financial planning, investment strategies, estate planning guidance, retirement planning, and more. Our team of experienced partners provides a 360º view of your wealth and offers services such as life coaching, family meetings, travel planning, and personal security. We also offer philanthropic giving options such as donor advised funds and private family foundations. Additionally, our Morning Roundup provides daily insights into global capital markets and market-moving events. At Hightower Naples, we are dedicated to empowering our clients and helping them achieve financial success.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Rod Mabe - State Farm Insurance Agent
Rod Mabe - State Farm Insurance Agent, located at 5493 Wiles Road in Coconut Creek, Florida, is your go-to insurance agency for all your coverage needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, life insurance, health insurance, or even banking options, Rod Mabe can help customize a plan that fits your needs and budget. With State Farm, you can save money by bundling options, safe driving rewards, and various discounts. Prices are based on rating plans that may vary by state, and coverage options are selected by the customer. Rod Mabe can assist you in creating a solution that works for you and your family.
Mortgages Done Right
Mortgages Done Right is a finance institution located at 1500 Gateway Boulevard in Boynton Beach, Florida, United States. We pride ourselves on being direct and transparent, working as partners with our clients to navigate the mortgage process with honesty and clarity. Our comprehensive pre-approval process benefits home buyers and has earned the trust of Realtors in our community. With decades of experience serving the Boynton Beach area, we believe in sharing knowledge to empower our clients to make confident decisions about their financial future. Greg Hayden, the President of Mortgages Done Right Inc., created the business to offer more mortgage choices to clients and Realtors in the marketplace. We offer a wide range of loan programs, from conventional loans to FHA Loans, VA Loans, Jumbo Loans, Reverse Mortgage Loans, and Statement Mortgage Loans. Our expert team of Florida mortgage brokers is dedicated to providing a seamless experience for clients, guiding them through the application process to secure the best possible terms for their home financing needs.
Woodmen of the World Insurance
Woodmen of the World Insurance is a trusted insurance agency located at 9050 Ashland Avenue in Pensacola, Florida, United States. With a focus on providing quality insurance products and services to individuals and families, Woodmen of the World Insurance offers a range of coverage options to meet the needs of their clients. Whether you are looking for life insurance, health insurance, or retirement planning services, their team of knowledgeable agents is dedicated to helping you find the right policy to protect you and your loved ones. Visit Woodmen of the World Insurance today to learn more about their offerings and start securing your financial future.
Proctor Elder Law
Welcome to Proctor Elder Law, your trusted legal partner in Bradenton, Florida. Conveniently located at 3639 Cortez Road West, we specialize in providing compassionate and comprehensive legal services tailored to meet the unique needs of seniors and their families. Our experienced attorneys are dedicated to guiding you through the complexities of elder law, including estate planning, Medicaid planning, guardianship, and probate administration. At Proctor Elder Law, we prioritize your peace of mind and financial security, ensuring that your future is well-protected. Visit us today to discover how we can assist you in planning for a secure and fulfilling future.
Law Office of Ted Wolfendale
Welcome to the Law Office of Ted Wolfendale Located at 2180 West First Street, Fort Myers, Florida, the Law Office of Ted Wolfendale is dedicated to serving the unique legal needs of seniors in Southwest Florida. With a singular focus on elder law and estate planning, our mission is to help seniors and their families plan for the future in a legal, ethical, and professional manner.
Goldman Babboni Fernandez Murphy & Walsh
Welcome to Goldman Babboni Fernandez Murphy & Walsh, your trusted personal injury law firm located at 8359 Beacon Boulevard, Fort Myers, Florida. Our experienced team of attorneys is dedicated to representing victims of negligence and securing the justice and compensation they deserve. With decades of experience, we specialize in handling complex cases involving wrongful death, major injuries, and motorcycle accidents. Our firm is renowned for achieving one of the three largest settlements in motorcycle accident cases in Florida, emphasizing our commitment to fighting for the rights of injured motorcyclists. We understand the serious nature of these cases, often involving traumatic brain injuries and multiple fractures, and we are prepared to tackle the intricate challenges they present.
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