TOP 30 Florida estate planning in Venice, Florida
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Merrill Lynch Financial Advisor Jules "Todd" Axelrod
Merrill Lynch Financial Advisor Jules "Todd" Axelrod is a finance institution located at 871 Venetia Bay Boulevard in Venice, Florida, United States. This institution focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jules Axelrod and his team of experienced professionals are dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on your goals and aspirations. By getting to know you and your family, Jules Axelrod helps you make informed decisions about your financial future, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment is used to customize your financial approach based on your investing preferences and goals.
Medallion Financial Resources
Medallion Financial Resources, located in Venice, Florida, is a finance and insurance agency that specializes in helping individuals maximize their Social Security benefits, plan for retirement, and secure their financial future. With a focus on providing peace of mind and financial protection, the institution offers services such as life insurance, long-term care planning, annuities, and tax-free retirement accounts like Roth IRAs and HSAs. The experienced team at Medallion Financial Resources takes the time to understand each client's unique needs and goals, providing personalized recommendations and guidance to help them achieve financial security and stability. By offering comprehensive financial and estate planning services, the institution ensures that clients can protect their assets and create a lasting legacy for future generations.
Fifth Third Securities - Ryan Stevenson
Fifth Third Securities - Ryan Stevenson is a finance institution located in Venice, Florida, United States. Offering a wide range of financial services and investment opportunities, their team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Fifth Third Securities - Ryan Stevenson is committed to providing top-notch financial guidance to individuals and businesses alike. Visit their office at 1340 East Venice Avenue to learn more about how they can help you secure your financial future.
Us Trust
US Trust is a reputable finance institution located at 304 West Venice Avenue in Venice, Florida, United States. As a trusted provider of financial services, US Trust offers a range of wealth management solutions to help individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, US Trust is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Northstar Investment Group
Northstar Investment Group is a leading real estate agency located at 1435 East Venice Avenue in Venice, Florida. With a team of experienced professionals, we specialize in helping clients buy, sell, and invest in residential and commercial properties. Whether you are looking for your dream home or seeking to grow your real estate portfolio, our dedicated team is here to provide expert guidance and personalized service. Contact Northstar Investment Group today to start your real estate journey.
Edward Jones - Financial Advisor: Chris Crites, AAMS™
Edward Jones - Financial Advisor: Chris Crites, AAMS™, is a reputable financial institution located at 1100 South Tamiami Trail in Venice, Florida, United States. As a trusted advisor, Chris Crites, AAMS™, offers personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are saving for retirement, planning for your child's education, or looking to grow your investments, Chris Crites, AAMS™, and the team at Edward Jones are dedicated to providing sound financial advice and exceptional service.
Merrill Lynch Financial Advisor Cornelius Bonner
Merrill Lynch Financial Advisor Cornelius Bonner, located at 871 Venetia Bay Boulevard, Venice, Florida, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch is committed to providing exemplary client service, as evidenced by their recognition in various financial industry publications. With access to the global resources of Merrill, the team offers personalized financial services based on trust and expertise. Whether you are looking to grow, preserve, or transfer your wealth, the team will work with you to develop a customized approach to address your financial needs at every stage of your life. Through one-on-one conversations and personalized service, Merrill Lynch Wealth Management Advisors will help you navigate the complexities of your financial life and create a tailored investment strategy to pursue your goals. With a focus on understanding what matters most to you, the team will work to help you stay on track and adapt to changes in your life and the financial markets. Contact Merrill Lynch Financial Advisor Cornelius Bonner to start building a personalized financial approach that reflects your unique needs and priorities.
Edward Jones - Financial Advisor: James Levin, CFP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: James Levin, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 375 Commercial Court in Venice, Florida, United States. With a team of experienced professionals led by James Levin, who holds multiple certifications including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers comprehensive financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a financial strategy for the future, Edward Jones - Financial Advisor: James Levin, CFP®|AAMS™|CRPC™ is dedicated to providing personalized advice and guidance to help you make informed decisions about your finances.
Brett DeFore - Raymond James
Brett DeFore - Raymond James is a finance institution located at 1314 East Venice Avenue in Venice, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support to help our clients navigate the complexities of the financial market. Contact us today to learn how we can help you secure your financial future.
Edward Jones - Financial Advisor: Kim Storie
Edward Jones - Financial Advisor: Kim Storie is a reputable finance institution located at 375 Commercial Court in Venice, Florida, United States. Kim Storie is a trusted and experienced financial advisor who helps clients manage their investments, plan for retirement, and achieve their financial goals. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Kim Storie is dedicated to providing top-notch financial services to individuals and families in the Venice area.
Tom Feeney - Morgan Stanley
Tom Feeney - Morgan Stanley is a renowned financial institution located at 333 South Tamiami Trail in Venice, Florida, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including wealth management, investment advisory, retirement planning, and more. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit Tom Feeney - Morgan Stanley for expert financial advice and unparalleled service.
Accucount LLC Tax & Bookkeeping Services
Accucount LLC Tax & Bookkeeping Services is a reputable accounting and finance institution located at 333 South Tamiami Trail in Venice, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Accucount LLC is dedicated to providing accurate and reliable financial solutions to help you achieve your goals. Trust them to handle all your accounting needs with efficiency and expertise.
Chris Kehoe Tax Law
Chris Kehoe Tax Law is a reputable institution located at 601 North Ashley Drive in Tampa, Florida, United States. Specializing in accounting, finance, and legal services, Chris Kehoe Tax Law offers expert guidance and representation in tax-related matters. With additional locations in Sarasota, St. Petersburg, Venice, North Port, and Fort Myers, clients can easily access professional tax lawyer services. The institution can be reached at 941-787-7575, 813-466-1414, or 239-829-5669, and via email at Chris@TaxGC.com. Operating hours are Monday to Friday from 7 a.m. to 5 p.m. EST, Saturday from 7 a.m. to 11:30 p.m. EST, and Sunday from 9 a.m. to 10 p.m. EST. Trust Chris Kehoe Tax Law for all your tax law needs in the Tampa Bay area.
Barone Associates
Barone Associates is a reputable accounting and finance institution located at 235 South Tamiami Trail in Venice, Florida, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and customer satisfaction, Barone Associates is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
John Rothe CPA
John Rothe CPA is a reputable accounting and finance institution located at 125 Miami Avenue West in Venice, Florida, United States. With years of experience and expertise in the field, John Rothe CPA offers top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to providing personalized solutions to meet your specific needs. Trust John Rothe CPA for all your accounting and finance needs.
Stanley Philip CPA
Stanley Philip CPA is a reputable accounting and finance institution located at 4130 Woodmere Park Boulevard in Venice, Florida, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or any other financial matter, our professionals are here to assist you. Trust Stanley Philip CPA for all your accounting and finance needs.
Chris Kehoe Tax Law
Chris Kehoe Tax Law is a reputable institution located at 1680 Fruitville Road, Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, Chris Kehoe Tax Law offers expert advice and representation in tax matters. With additional locations in St. Petersburg, Tampa, Venice, North Port, and Fort Myers, clients can easily access their services throughout the region. The institution can be contacted at 941-787-7575 for Sarasota, 813-466-1414 for Tampa, and 239-829-5669 for Fort Myers. Operating hours are Monday to Friday from 7 a.m. to 5 p.m. EST, Saturday from 7 a.m. to 11:30 p.m. EST, and Sunday from 9 a.m. to 10 p.m. EST. For inquiries, clients can email Chris at Chris@TaxGC.com. Trust Chris Kehoe Tax Law for all your tax law needs in the Sarasota area and beyond.
Villa San Marcos
Villa San Marcos is a prestigious institution located at 1030 Albee Farm Road in Venice, Florida. As a health and real estate agency, Villa San Marcos offers top-notch services in both fields. The institution is dedicated to providing exceptional care and support to its clients, whether it be in finding the perfect property or ensuring optimal health and wellness. With a prime location in the United States, Villa San Marcos is a trusted and reliable choice for those seeking excellence in both real estate and healthcare services.
Fiore Townhomes
Fiore Townhomes is a premier real estate agency located at 168 Forsano Blvd in beautiful Venice, Florida. Our townhomes are thoughtfully designed with modern amenities and stylish finishes, offering residents a luxurious and comfortable living experience. Our dedicated team of professionals is committed to helping you find the perfect home that fits your lifestyle and needs. Whether you are looking to buy, sell, or rent, Fiore Townhomes is here to assist you every step of the way. Experience the best in townhome living with Fiore Townhomes.
AcoralBay Vacation
AcoralBay Vacation is a premier real estate and travel agency located at 2383 South Tamiami Trail in Venice, Florida, United States. Our agency specializes in providing luxurious vacation rentals for those looking to experience the beauty of Venice and the surrounding areas. From beachfront villas to cozy condos, we offer a wide range of accommodations to suit every traveler's needs. Our dedicated team of professionals is committed to ensuring that each guest has a memorable and unforgettable vacation experience. Contact us today to start planning your dream getaway!
Gulf Horizons Condo Association
Gulf Horizons Condo Association is a well-established community located at 555 The Esplanade North in Venice, Florida. Our association is dedicated to providing a peaceful and welcoming environment for residents to enjoy coastal living at its finest. With stunning views of the Gulf of Mexico and a variety of amenities, including a pool, fitness center, and social events, Gulf Horizons Condo Association offers a vibrant and active lifestyle for all who call it home. Our friendly and attentive staff are always on hand to ensure that our residents have everything they need to fully enjoy their time in this beautiful seaside community. Come experience the Gulf Horizons difference today!
Gulf Coast Vacation Rentals
Gulf Coast Vacation Rentals is a premier real estate and travel agency located at 1846 South Tamiami Trail in Venice, Florida. Specializing in luxury vacation rentals along the Gulf Coast, our experienced team is dedicated to finding the perfect accommodation for your next getaway. Whether you're looking for a beachfront condo, a cozy cottage, or a spacious villa, we have a wide selection of properties to choose from. With our personalized service and attention to detail, we strive to make your vacation experience unforgettable. Contact us today to start planning your dream vacation on the beautiful Gulf Coast of Florida.
Heritage Vacation Rentals LLC
Heritage Vacation Rentals LLC is a premier real estate and travel agency located at 908 Villas Drive in Venice, Florida, United States. We specialize in providing luxurious vacation rental properties for those looking to experience the beauty and charm of Venice. Our team of dedicated professionals is committed to helping you find the perfect accommodation for your next getaway, whether you're looking for a beachfront villa or a cozy downtown apartment. With a wide range of options to choose from, we are confident that we can help you create unforgettable memories during your stay in Venice. Contact us today to start planning your dream vacation!
Sandy Flamingo Vacations
Sandy Flamingo Vacations is a premier real estate and travel agency located at 71 Flamingo Road in Venice, Florida. Specializing in vacation rentals and property sales in the beautiful coastal region of Venice, our experienced team is dedicated to helping clients find their perfect getaway or dream home. Whether you're looking for a relaxing beachfront retreat or a luxurious waterfront property, Sandy Flamingo Vacations has the expertise and resources to make your vacation dreams a reality. Contact us today to start planning your next unforgettable vacation experience in sunny Florida.
Deep Creek by Maronda Homes
Deep Creek by Maronda Homes is a general contractor and real estate agency located at 1009 Rio De Janeiro Avenue in Punta Gorda, Florida, United States. This community offers affordable living in Southwest Florida's Gulf region, with a prime location near the historic Punta Gorda where the Peace River meets Charlotte Harbor. The community features newer homes, many of which are less than 15 years old, bordering greenbelts and freshwater lakes or canals. Residents of Deep Creek can enjoy quick access to I-75 for commuting to nearby cities like Sarasota, Fort Myers, and Venice. The community also offers natural attractions such as waterside shopping, the Harborwalk, and Fishermen's Village on Charlotte Harbor. For golf enthusiasts, the Deep Creek Golf Club is a semi-private course designed by Mark McCumber, surrounded by native Florida wildlife.
Vacanza Rentals, LLC
Vacanza Rentals, LLC is a top-rated real estate and travel agency located at 3613 Del Prado Boulevard South in Cape Coral, Florida, United States. We take pride in our exceptional cleaning crew and use the latest technology to ensure our vacation rentals are 100% guest ready. Partnered with a local linen service company, we guarantee clean and crisp linens for all our guests. Our villas are available for check-in after 3 PM with personalized electronic locks for a seamless arrival experience. We prioritize safety protocols in line with CDC and WHO guidelines, ensuring a comfortable stay in our vacation homes. Additionally, we offer one of the best vacation rental protection programs in the industry.
Seaside Realty Property Management
Seaside Realty Property Management is a real estate and travel agency located at 4720 Southeast 15th Avenue, Cape Coral, Florida, United States. Specializing in vacation rentals in the beautiful city of Cape Coral, the agency offers a wide selection of upscale properties with fantastic locations directly on the city's many canals. With over 370 miles of canals and waterways, Cape Coral is known as "The Venice of Florida" and offers a unique opportunity to own a piece of property on the water. The vacation homes offered by Seaside Vacation Rental feature private pools, patio areas for barbecues, and boat docks with lifts. Many properties also offer stunning views of the water, where guests may even spot dolphins. The homes are equipped with modern amenities such as free Wi-Fi, TVs, DVD players, and stereo systems. The majority of pools have heaters, and some even have whirlpool/spa features.
Aristakat charters
Aristakat Charters is a premier travel agency located at 2831 Arrowhead Road in Venice, Florida, United States. Specializing in luxury yacht charters, Aristakat offers unparalleled experiences on the water for those seeking adventure and relaxation. With a fleet of top-of-the-line vessels and a team of experienced crew members, Aristakat Charters ensures a memorable and seamless journey for all its clients. Whether you're looking to explore the scenic coastlines of Florida or embark on a tropical getaway to the Caribbean, Aristakat Charters has the expertise and resources to make your dream vacation a reality. Book your next unforgettable voyage with Aristakat Charters today.
Sweet Escapes Travel
Sweet Escapes Travel is a premier real estate and travel agency located at 4245 Tarpon Road in Venice, Florida. Our team of experienced agents specializes in helping clients find their dream vacation homes and plan unforgettable getaways. Whether you're looking to buy a beachfront property or book a luxury cruise, we are here to make your travel dreams a reality. Contact us today to start planning your next sweet escape!
Bringman Roofing
Welcome to Bringman Roofing, your trusted roofing contractor located at 1111 29th Avenue West, Bradenton, Florida 34205. Specializing in a range of services including new installations, repairs, re-roofs, and maintenance, we are committed to providing seamless roofing solutions that simplify your new roof investment. Our approach is designed with your convenience in mind. Experience a swift and straightforward process with our online loan application, which is free and user-friendly. Select the loan that best suits your needs and receive a decision on your approval within minutes.
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