Financial wealth management in Florida
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IGS Legal PA
IGS Legal PA, located at 12001 Research Parkway in Orlando, Florida, is a specialized law firm founded by Isela Guzman Simpkins. The institution focuses on empowering young professional families to plan confidently for the future, especially when it comes to their children’s well-being. With a specialization in crafting tailored estate plans for families with minor children, IGS Legal ensures the security and peace of mind of their clients. From establishing guardianship arrangements to creating trusts for children's education and financial security, IGS Legal works with clients to safeguard what matters most to them. The institution offers complimentary Future Planning Discovery Calls to help families take charge of their future and create comprehensive estate plans that provide peace of mind and security for their loved ones.
Law Offices of Richard Egozcue
The Law Offices of Richard Egozcue is a reputable legal institution located at 4830 West Kennedy Boulevard in Tampa, Florida, United States. Specializing in accounting, finance, and legal services, the firm offers expert advice and representation in a wide range of legal matters. With a team of experienced lawyers and financial experts, the Law Offices of Richard Egozcue is dedicated to providing top-notch legal services to clients in the Tampa area. Whether you need assistance with tax planning, estate planning, business law, or any other legal issue, you can trust the professionals at this esteemed institution to provide you with the guidance and support you need.
Shark Law
Shark Law is a legal institution located at 8761 North 56th Street, Temple Terrace, Florida, United States. Specializing in protecting assets with expertise and excellence, Shark Law has been helping people align their values with their valuables since 2018. Our team understands that legal matters can be complex and overwhelming, which is why we are dedicated to providing clear and understandable guidance to our clients. When you work with Shark Law, we will collaborate with you to create a tailored plan to achieve the results you need. By combining our knowledge of the law with your unique circumstances, we will develop a path to success that is both effective and efficient.
Law Office of Robert N Zimmerman, Jr.
The Law Office of Robert N Zimmerman, Jr. is a reputable finance institution located at 2021 Helm Lane in Valrico, Florida, United States. Specializing in financial law, the office provides expert legal services to individuals and businesses in need of financial guidance and support. With a focus on professionalism and excellence, Robert N Zimmerman, Jr. and his team are dedicated to helping clients navigate complex financial matters with precision and expertise. Whether you are seeking assistance with tax planning, estate planning, business transactions, or other financial legal issues, the Law Office of Robert N Zimmerman, Jr. is here to provide you with the personalized attention and expert advice you need to achieve your financial goals.
Law Office of Richard S. Weinstein, P.A.
The Law Office of Richard S. Weinstein, P.A. is a reputable finance and legal institution located at 250 Central Boulevard in Jupiter, Florida, United States. Specializing in various aspects of law including finance, Richard S. Weinstein and his team provide expert legal counsel and representation to clients in need of assistance with their financial and legal matters. With a commitment to professionalism, integrity, and excellence, the Law Office of Richard S. Weinstein, P.A. is dedicated to serving the legal needs of individuals and businesses in the Jupiter area.
Comiter, Singer, Baseman & Braun, LLP
Comiter, Singer, Baseman & Braun, LLP is a prestigious law firm located at 3825 PGA Boulevard in Palm Beach Gardens, Florida, United States. Specializing in accounting, finance, and legal services, our firm is dedicated to protecting and preserving the assets and legacies of our clients for generations to come. Our team of highly-regarded attorneys offers personalized legal advice in areas such as estate and tax planning, probate and trust litigation, and estate administration. With expertise in a wide range of inheritance-related matters, we provide comprehensive counsel to ensure that your assets are safeguarded and your goals are met both now and in the future.
The Law Offices of John E. Mufson
The Law Offices of John E. Mufson is a prestigious legal institution located at 1615 South Congress Avenue in Delray Beach, Florida, United States. Specializing in finance and legal matters, the firm provides expert legal advice and representation to clients in need of professional assistance. With a strong reputation for excellence and a commitment to achieving favorable outcomes for their clients, the Law Offices of John E. Mufson is a trusted resource for individuals and businesses seeking top-notch legal services.
David W Langley Pa
David W Langley Pa is a finance and legal institution located at 8551 West Sunrise Boulevard in Plantation, Florida, United States. Specializing in financial and legal services, this institution offers expert advice and guidance to clients in need of assistance with their finances or legal matters. With a team of experienced professionals, David W Langley Pa is dedicated to providing top-notch service and support to help clients achieve their financial and legal goals.
The Presser Law Firm, P.A.
The Presser Law Firm, P.A. is a legal institution located in Boca Raton, Florida, United States. Specializing in asset protection, their team of experienced lawyers helps clients safeguard their hard-earned wealth from various threats such as lawsuits, creditors, and malpractice claims. By utilizing proven strategies and tools, their attorneys can assist in shielding assets from potential risks and liabilities. With a focus on proactive financial self-defense, The Presser Law Firm, P.A. emphasizes the importance of protecting assets before they are at risk. Through advanced planning and a commitment to asset protection, clients can secure their financial future and have more options available in times of need.
Ostrega & Associates, P.A.
Ostrega & Associates, P.A. is a reputable institution located at 313 East Palmetto Park Road in Boca Raton, Florida, United States. Specializing in finance, insurance, and legal services, Ostrega & Associates, P.A. offers expert guidance and support to individuals and businesses in need of financial planning, insurance coverage, and legal representation. With a team of experienced professionals, Ostrega & Associates, P.A. is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for financial advice, insurance solutions, or legal assistance, Ostrega & Associates, P.A. is here to help you navigate complex financial and legal matters with confidence and peace of mind.
Asset Protection Attorney
Asset Protection Attorney is a legal institution located at 15800 Pines Boulevard in Pembroke Pines, Florida, United States. Specializing in protecting assets and wealth, the attorneys at this institution provide expert legal advice and assistance to individuals and businesses looking to safeguard their financial interests. With years of experience and a deep understanding of asset protection laws, they offer personalized solutions tailored to each client's unique needs. Whether you are facing potential lawsuits, creditor claims, or other threats to your assets, the Asset Protection Attorney is dedicated to helping you secure your financial future. Contact them today to schedule a consultation and start protecting your assets.
Frost & Associates, LLC
Frost & Associates, LLC is a professional institution located at 6303 Waterford District Drive in Miami, Florida. Specializing in accounting, finance, and legal services, Frost & Associates is dedicated to providing skilled solutions for tax law and other legal issues. With additional locations at 777 S Flagler Dr, Suite 800 in West Palm Beach, FL, Frost Law offers services such as tax controversy, business & employment tax assistance, IRS tax litigation, and estate planning. Clients have praised Frost & Associates for their dedication to clients, expansive knowledge of tax law, and superb accounting skills. The firm is known for their professionalism, quick responses to inquiries, and ability to assist with difficult tax issues. Whether you need help with tax filings or legal matters, Frost & Associates, LLC is here to provide clear answers and expert guidance.
Barry A. Nelson - Law Offices of Nelson & Nelson PA
Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.
Mark Bain PA
Mark Bain PA is a reputable law firm located at 300 South Pine Island Road in Plantation, Florida. Specializing in various legal services, Mark Bain PA offers expert representation and guidance in a wide range of practice areas. With a strong commitment to client satisfaction and a track record of successful cases, Mark Bain PA is a trusted institution for individuals seeking legal assistance in the United States.
The Butler Law Firm, P.A.
The Butler Law Firm, P.A. is a reputable finance and legal institution located at 8201 Peters Road in Plantation, Florida, United States. Specializing in providing expert legal services in various areas such as finance, estate planning, business law, and more, the firm is dedicated to representing clients with professionalism and integrity. With a team of experienced lawyers who are committed to achieving the best possible outcomes for their clients, The Butler Law Firm, P.A. is known for their personalized approach and attention to detail. Whether you are in need of legal advice or representation, this institution is here to help you navigate through complex legal matters with confidence.
Bergman & Jacobs Pa
Bergman & Jacobs Pa is a prestigious law firm located at 2700 North 29th Avenue in Hollywood, Florida. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. From personal injury cases to business law and estate planning, we strive to deliver exceptional results and advocate for our clients' best interests. With a commitment to excellence and a track record of success, Bergman & Jacobs Pa is the go-to institution for all your legal needs in the Hollywood area.
Lisa K. Crawford, Esq.
Lisa K. Crawford, Esq. is a reputable institution located at 1975 East Sunrise Boulevard, Fort Lauderdale, Florida, United States. Specializing in finance, law, and real estate, this institution offers expert services in legal matters, financial planning, and property transactions. With a team of experienced professionals led by Lisa K. Crawford, clients can expect personalized and top-notch assistance in navigating the complexities of the legal and real estate world. Whether you need assistance with estate planning, real estate transactions, or financial advice, Lisa K. Crawford, Esq. is dedicated to providing exceptional service to meet your needs.
Stewart Markey Group
Stewart Markey Group is a reputable finance and insurance agency located at 913 Gulf Breeze Parkway in Gulf Breeze, Florida. With a strong commitment to providing top-notch financial services and insurance solutions, the institution prides itself on helping clients achieve their financial goals and protect their assets. The team at Stewart Markey Group is dedicated to providing personalized and professional service to each client, ensuring that their individual needs are met with care and expertise. Whether you are looking for investment advice, insurance coverage, or financial planning services, Stewart Markey Group is the trusted partner you can rely on.
Safe Harbor Fiduciary
Safe Harbor Fiduciary is a trusted financial institution located at 700 South Palafox Street in Pensacola, Florida. Specializing in fiduciary services, we provide our clients with expert guidance and support to help them navigate the complexities of financial planning and investment management. Our team of experienced professionals is dedicated to safeguarding our clients' assets and ensuring their financial well-being. At Safe Harbor Fiduciary, we are committed to providing a secure and reliable financial harbor for our clients to navigate the ever-changing seas of the financial world.
Warr & Forester Accounting & Tax Services
Warr & Forester Accounting & Tax Services is a trusted financial institution located at 1360 West 9 Mile Road in Pensacola, Florida. Our team of experienced accountants and tax professionals provide a wide range of services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial planning. We are committed to helping our clients achieve their financial goals and maximize their wealth. Contact us today to schedule a consultation and see how we can help you with your accounting and tax needs.
Retirement Solutions Center of Pensacola
The Retirement Solutions Center of Pensacola is a finance institution located at 4300 Bayou Boulevard in Pensacola, Florida. Our center specializes in providing expert financial guidance and solutions for individuals planning for retirement. Our team of experienced professionals is dedicated to helping clients navigate the complexities of retirement planning, ensuring a secure and comfortable future. Visit us today to learn more about how we can help you achieve your retirement goals.
GWBlake & Company, Inc.
GWBlake & Company, Inc. is a finance institution located at 9812 Bridgewood Lane in Pensacola, Florida, United States. Our mission is to ensure the financial well-being of our clients by providing tailored investment portfolios that balance capital growth and preservation over their lifetime. As a fiduciary and Registered Investment Advisor, we prioritize client satisfaction and success, leading to prosperous, lasting relationships. Founded in 1995 by G.W. O'Flanagan, our firm operates under a client-first culture and a fiduciary duty to act solely in the best interest of our clients. With over 30 years of experience, our team of investment professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound advice. Trust is at the core of our relationship with clients, and we are committed to upholding the highest standards of client care. Let us guide you through uncertain markets and help you secure a stable financial future.
The Kelly Group - Morgan Stanley
The Kelly Group - Morgan Stanley is a renowned finance institution located at 850 South Palafox Street in Pensacola, Florida, United States. With a strong reputation for providing top-notch financial services, The Kelly Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and tailored strategies to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, The Kelly Group - Morgan Stanley is committed to helping you succeed.
The Retirement Planners
The Retirement Planners is a finance institution located at 8001 North 9th Avenue in Pensacola, Florida, United States. Our team of experienced professionals is dedicated to helping individuals plan and manage their finances for a secure and comfortable retirement. We offer personalized retirement planning services tailored to each client's unique goals and financial situation. Whether you are just starting to plan for retirement or looking to enhance your current financial strategy, The Retirement Planners is here to help you navigate the complexities of retirement planning and make informed decisions for a prosperous future.
FIA SERVICES
FIA SERVICES is a finance institution located at 3479 Willow Lane in Gulf Breeze, Florida, United States. We specialize in providing Investment Adviser services to help our Clients achieve their financial goals. To schedule an appointment with an Investment Adviser, please call 850-934-2832. Our mission is to assist our Clients in setting a course for their financial future by customizing our services to meet each Client's specific objectives. We can help with tax-free Rollovers, setting up new IRA rollovers that are IRS compliant for 401-K, SEP, Traditional IRAs, Roth IRAs, and Inherited accounts.
Jon Kagan - Raymond James
Jon Kagan - Raymond James is a finance institution located at 7552 Navarre Parkway in Navarre, Florida, United States. As a branch of Raymond James, a leading financial services firm, Jon Kagan offers a wide range of investment and wealth management services to clients in the Navarre area. With a team of experienced financial advisors, Jon Kagan - Raymond James is committed to helping individuals and businesses achieve their financial goals through personalized financial planning and investment strategies. Visit us today to learn more about how we can help you secure your financial future.
W Glenn Windham CPA
W. Glenn Windham CPA is a reputable accounting and finance institution located at 14 Live Oak Street in Gulf Breeze, Florida. With a commitment to providing top-notch financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to provide expert guidance and support. Trust W. Glenn Windham CPA for all your accounting and finance needs in the Gulf Breeze area.
Tejada Lacayo, PA
Tejada Lacayo, PA is a finance and law firm located in Miami, Florida. Our experienced team of professionals specializes in providing expert legal and financial services to individuals and businesses in the area. With a commitment to excellence and a dedication to our clients' needs, we strive to provide top-notch representation and guidance in a variety of legal and financial matters. Whether you are seeking assistance with estate planning, tax issues, business transactions, or any other legal or financial concern, Tejada Lacayo, PA is here to help. Contact us today to schedule a consultation and learn how we can assist you in achieving your goals.
First Command
First Command is a trusted institution located at 1120 Florida 85 in Shalimar, Florida, United States. As a bank, finance, and insurance agency, we provide comprehensive financial solutions to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to help our clients secure their financial future. Whether you are looking to open a new account, invest in the stock market, or protect your assets with insurance, First Command is here to help. Visit us today to learn more about how we can assist you with all your financial needs.
Saltmarsh, Cleaveland & Gund
Saltmarsh, Cleaveland & Gund is a reputable accounting and finance institution located at 34990 Emerald Coast Parkway in Destin, Florida, United States. As of June 1, 2018, Saltmarsh became an independent member firm of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. With a team of professionals with extensive experience and industry knowledge, Saltmarsh offers a wide range of services including tax planning, accounting, information technology consulting, and employee benefits consulting. At Saltmarsh, clients can expect personalized attention, access to the right professionals, and rapid responses to their needs. The firm has a strong reputation for building solid relationships through sound advice and has been serving individuals and businesses since the early 1940s. Saltmarsh provides a full range of compliance and consulting services to various industries and high net worth individuals, including external/internal audit and assurance, tax planning, investment and wealth management, estate planning, and more.
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