The 30 Best Florida estate planning services in Gainesville, Florida

183 results found

UBS Financial Services Inc. is a finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. As a leading global financial services firm, UBS offers a wide range of services including wealth management, investment banking, asset management, and more. With a strong reputation for providing personalized financial solutions, UBS is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, UBS Financial Services Inc. has the expertise and resources to help you succeed.

Weinkle & Associates Financial Services Ltd is a reputable finance, health, and insurance agency located at 3008 Northwest 13th Street in Gainesville, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or health savings accounts, we are here to provide expert guidance tailored to your specific needs. Trust Weinkle & Associates Financial Services Ltd to provide you with the personalized attention and comprehensive solutions you deserve.

Florida Farm Bureau is a health and insurance agency located at 5700 Southwest 34th Street in Gainesville, Florida, United States. Our dedicated local agents have been serving communities all over Florida for over 70 years, providing a full range of auto coverage options and home insurance to protect your family and investments. Whether you need assistance with bank loans, mortgage insurance, life insurance, estate planning, or banking services, our courteous agents are here to help. As a member/policy holder, we are committed to serving you and ensuring that you are part of our Farm Bureau family. During uncertain times like the current Coronavirus pandemic, we offer options to keep in touch virtually through your online account or over the phone with your local agent. Contact us today to start saving and DriveDown your deductible by driving safely.

TIAA Financial Services is a reputable financial institution located at 5001 Celebration Pointe Avenue in Gainesville, Florida, United States. As a full-service bank, finance, and insurance agency, TIAA offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, TIAA is committed to providing personalized solutions and expert guidance to meet the unique needs of each client. Whether you are looking for banking services, investment opportunities, or insurance coverage, TIAA Financial Services has you covered.

Marry Me Notary Services, located at 6450 Southwest Archer Road in Gainesville, Florida, is your go-to institution for all your notary needs. Bridgette, a Licensed and Bonded Notary Public and Loan Signing Agent, is dedicated to providing top-notch service to clients in Gainesville and the surrounding areas. With years of experience and extensive training, Bridgette ensures that every job is done correctly the first time. Whether you need a notary, loan signing agent, or wedding officiant, Marry Me Notary Services has got you covered. They offer same day and emergency signings, competitive pricing, and are willing to travel to your location, whether it be your home, hospital, or nursing facility. From simple marriage license signings to officiating weddings, Marry Me Notary Services can handle it all. Don't leave these important tasks to just anyone - trust a professional like Bridgette. Contact Marry Me Notary Services today to reserve your date and lock in your pricing.

Bearded Brothers Notary Services in Gainesville, FL is a reliable and professional finance institution located at 2833 Northwest 41 Street. Our team of experienced notaries are dedicated to providing efficient and accurate notary services for all your financial needs. Whether you need documents notarized for real estate transactions, legal matters, or other financial transactions, you can trust Bearded Brothers to handle your important paperwork with care and precision. Visit us today for all your notary needs in Gainesville, Florida.

Cherry Tree Tax Services is a reputable accounting and finance institution located at 330 Northeast 39th Avenue in Gainesville, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Cherry Tree Tax Services to help you navigate the complexities of the tax system and achieve your financial goals.

Florida Remote Notary Services is a trusted institution located in Gainesville, Florida, providing affordable and efficient online notary services. Our certified remote notaries are available 24/7 to assist you with notarizing your documents from the comfort of your home or office. With the state of Florida allowing electronic notarizations, we ensure that your documents meet all state requirements and are securely notarized with a digital stamp. Our fees are in compliance with Florida Statutes, with a charge of $25.00 per notary stamp plus additional technology fees. We make the process easy for you by selecting the best technology vendor for your transaction. Rest assured that remote online notarization is safe and legally accepted, with safeguards in place to protect your documents. Whether you need a document notarized for legal or personal reasons, we are here to provide you with affordable and efficient services immediately.

Allyssa Mariz Gainesville Notary Services is a trusted finance institution located at 1115 Northwest 52nd Terrace in Gainesville, Florida, United States. Our experienced team of notaries provides professional and reliable notary services to individuals and businesses in the area. Whether you need documents notarized for real estate transactions, legal matters, or other financial transactions, we are here to help. Trust Allyssa Mariz Gainesville Notary Services for all your notary needs.

Florida Probate Law Group is a leading law firm specializing in probate law located in Gainesville, Florida. Our experienced team of lawyers is dedicated to helping clients navigate the complex process of probate, ensuring that their loved ones' assets are distributed according to their wishes. Whether you need assistance with estate planning, probate administration, or litigation, our skilled attorneys are here to provide expert guidance and support. Contact us today to schedule a consultation at our office on 140 Northwest 75 Drive in Gainesville, Florida.

Harrison Estate Law, P.A. is a reputable law firm located in Gainesville, Florida, specializing in estate planning, probate, and elder law. Our team of experienced attorneys is dedicated to providing personalized legal services to help clients protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable lawyers are here to guide you every step of the way. Contact us today at 7015 Southwest 24th Avenue to schedule a consultation and start planning for your future.

PTM Trust and Estate Law is a reputable law firm located at 200 Northwest 75 Drive in Gainesville, Florida, United States. Specializing in trust and estate law, our team of experienced lawyers is dedicated to providing expert legal advice and representation to clients in need of assistance with matters relating to trusts, wills, estates, and probate. With a commitment to professionalism and personalized service, PTM Trust and Estate Law is here to guide you through the complexities of estate planning and ensure that your assets are protected for future generations.

Dupee Legal Services, P.L. is a reputable law firm located in Gainesville, Florida. Our team of experienced lawyers specializes in providing a wide range of legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our dedicated attorneys are here to help. We are committed to providing personalized and effective legal solutions to meet the unique needs of each client. Visit us at 9220 Southwest 14 Avenue to discuss your legal needs with our skilled team today.

Raymond James Financial Services is a finance institution located at 2550 Southwest 76th Street in Gainesville, Florida, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Koss Olinger Financial Advising, Wealth Management & Retirement Planning is a finance institution located at 2700 Northwest 43rd Street, Gainesville, Florida, United States. Our goal is to help you capitalize on your greatest opportunities and avoid your worst fears to create the best lifetime experience. We offer a unique process designed to provide clarity around the sale of a business, real estate holding, or other illiquid asset. We understand that life and wealth present challenges outside of asset management, so we have developed tools to build a secure future for you.

Gratium Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 24 Northwest 33rd Court in Gainesville, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to helping you achieve your financial objectives. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure your privacy and security. As a member of FINRA and SIPC, we uphold the highest standards of professionalism and integrity in our services. We appreciate the opportunity to assist your friends or family members in reaching their financial goals, and we will be in touch with them soon. Feel free to inform them in advance about our upcoming communication. Thank you for choosing Gratium Wealth Planning - Ameriprise Financial Services, LLC for your financial planning needs.

Thrivent - North Central Florida Group is a finance and insurance agency located at 6216 Northwest 43rd Street in Gainesville, Florida. Our institution is dedicated to helping individuals and families achieve financial security and peace of mind through a range of insurance and financial products. With a focus on ethical and responsible financial planning, our team of experts is committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage, investment opportunities, or retirement planning advice, Thrivent - North Central Florida Group is here to help you navigate your financial journey with confidence.

North Florida Money Management is a well-established accounting and finance institution located in Gainesville, Florida. Led by experienced professionals Kris Gibson and Alan Hagopian, the institution offers expert financial advice and management services to individuals and businesses in the North Florida region. With a focus on personalized solutions and a commitment to client satisfaction, North Florida Money Management is a trusted partner for all your financial needs. Visit us at 4631 Northwest 53rd Avenue to learn more about how we can help you achieve your financial goals.

SALIHOVIC LAW – ESTATE PLANNING LAW FIRM is a reputable legal institution located in Gainesville, Florida, United States. Specializing in estate planning, the firm offers expert legal services to help clients protect and manage their assets for future generations. With a focus on personalized attention and comprehensive solutions, SALIHOVIC LAW is dedicated to guiding clients through the complexities of estate planning with professionalism and expertise. Located at 2313 Northwest 23rd Terrace, this law firm is a trusted resource for individuals seeking reliable legal counsel in matters of estate planning.

BlackSands Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 3520 Northwest 43rd Street in Gainesville, Florida, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and are available to discuss what is most important to you. During the initial consultation, we provide an overview of financial planning concepts, although no written analysis or recommendations will be given. While we cannot guarantee future financial results, we are committed to helping individuals achieve their financial goals. We adhere to strict website rules and regulations to ensure privacy and security for our clients. Feel free to refer your friends or family members to us, as we appreciate the opportunity to assist them with their financial needs. Contact us today to schedule a meeting and start planning for a secure financial future with Ameriprise Financial Services, LLC.

Karen Harvey - Financial Advisor, Ameriprise Financial Services, LLC, located at 3520 Northwest 43rd Street in Gainesville, Florida, is a finance institution offering a range of services to meet the diverse needs of individuals and businesses. Karen Harvey holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Certified Exit Planning Advisor®, catering to specific financial needs. With a strong focus on ethical practices and continuous education, Karen Harvey aims to provide comprehensive financial solutions to her clients.

Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3520 Northwest 43rd Street, Gainesville, Florida, United States. The institution offers a range of certifications and designations to its professionals, 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 cover a variety of financial planning and investment topics, ensuring that advisors at Trey W Clark are well-equipped to provide expert advice to their clients. Additionally, the institution offers specialized training for advisors working with military personnel. With a focus on ethics, professionalism, and expertise, Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and businesses achieve their financial goals.

Michael Carr Jr. - UBS Financial Services Inc. is a renowned finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. With a strong reputation for providing top-notch financial services, this institution is led by Michael Carr Jr. and is a part of the prestigious UBS Financial Services Inc. network. Clients can expect expert financial advice, investment solutions, and wealth management services tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Michael Carr Jr. - UBS Financial Services Inc. is dedicated to helping you achieve your goals.

Jeffrey Scott Rizzo - UBS Financial Services Inc. is a reputable finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. Specializing in financial services, they offer a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Jeffrey Scott Rizzo - UBS Financial Services Inc. provides personalized financial advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to providing top-notch financial services and guidance.

Jeffrey L. Hogue, CFP, CEPA - UBS Financial Services Inc. is a finance institution located in Gainesville, Florida. With a focus on providing comprehensive financial planning and wealth management services, the team at UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Led by experienced financial advisor Jeffrey L. Hogue, who is a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), the institution offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or strategize for business succession, UBS Financial Services Inc. is committed to guiding you every step of the way. Visit their office at 4313 Northwest 8th Avenue to learn more about how they can help you secure your financial future.

Raymond James Financial Services is a renowned finance institution located at 4100 Northwest 37th Place in Gainesville, Florida, United States. This institution offers a wide range of financial services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or estate planning services, Raymond James Financial Services is committed to helping you achieve financial success.

Jarrod Shoemaker is a Financial Advisor at Ameriprise Financial Services, LLC located at 24 Northwest 33rd Court, Gainesville, Florida, United States. Jarrod holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing comprehensive financial planning services, Jarrod is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for advice on investment opportunities, insurance products, or retirement planning, Jarrod Shoemaker is committed to providing personalized financial solutions tailored to your specific needs. Contact Jarrod Shoemaker at Ameriprise Financial Services, LLC for expert financial advice and guidance.

Ruth, Hogue and Associates - UBS Financial Services Inc. is a renowned finance institution located at 4313 Northwest 8th Avenue in Gainesville, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including investment management, wealth planning, retirement planning, and more. Clients can expect personalized and tailored financial solutions to help them achieve their financial goals. With a commitment to excellence and integrity, Ruth, Hogue and Associates - UBS Financial Services Inc. is a trusted partner in navigating the complexities of the financial world.

Don Acosta, a financial advisor at Ameriprise Financial Services, LLC, located at 24 Northwest 33rd Court in Gainesville, Florida, offers personalized investment and financial planning services. With a focus on your individual goals and risk tolerance, Don provides tailored recommendations to help you achieve financial success. Regular progress reviews and updates ensure that your approach aligns with any changes in your life. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Don can help you reach your financial goals. Don Acosta is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Member FINRA and SIPC.

Tracey Lovitz is a financial advisor at Ameriprise Financial Services, LLC located at 24 Northwest 33rd Court, Gainesville, Florida, United States. Tracey holds various 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®, CFP®, Certified Fund Specialist, ChFC®, 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 Tracey's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment analysis, and insurance products. Tracey is committed to providing comprehensive and personalized financial advice to clients, with a focus on meeting their individual needs and goals.