The 30 Best Florida estate planning services in Osprey, Florida

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Frank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.

Daily, Montfort & Toups Sarasota Estate Planning Lawyer is a professional legal institution located at 2014 4th Street, Sarasota, Florida, United States. Specializing in estate planning, elder law, and tax defense, our experienced attorneys serve the communities of St. Petersburg, Venice, Osprey, Clearwater, and St. Augustine. We offer a range of services including Medicaid planning, probate, civil litigation representation, and business tax strategies. Our team of attorneys, including Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, are dedicated to helping clients navigate complex legal issues and achieve peace of mind. With over two decades of experience, we provide personalized solutions to protect your assets and plan for the future. Contact us for a free consultation and learn more about our legal services today.

Daily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.

Aksala Wealth Advisors is a leading institution specializing in retirement planning and portfolio management. Located in Sarasota, Florida, our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals. Whether you are preparing for retirement or looking to optimize your investment portfolio, we offer personalized solutions tailored to your unique needs. With a focus on integrity and transparency, Aksala Wealth Advisors is committed to providing top-notch financial guidance and support to help you secure a prosperous future. Contact us today at 6260 Lake Osprey Drive to learn more about our services.

JTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.

TIAA Financial Services is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in banking, finance, and insurance services, TIAA is dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to customer service and financial expertise, TIAA Financial Services is a trusted partner for all your financial needs.

Raymond James Financial Services is a reputable finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. Clients can trust in the expertise and professionalism of Raymond James Financial Services to help them achieve their financial goals and secure their financial future.

Scott Brad Conti is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Scott Brad Conti holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Scott Brad Conti's expertise in various areas of finance, including asset management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Scott Brad Conti can provide you with comprehensive financial advice tailored to your specific needs. Contact Scott Brad Conti at Ameriprise Financial Services, LLC for professional and personalized financial guidance.

Chris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include 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®.

Raymond James Financial Services is a reputable finance institution located at 418 South Tamiami Trail in Osprey, Florida, United States. With a strong commitment to providing personalized financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Raymond James Financial Services is here to help you every step of the way.

Ospreys Landing Apartments is a premier real estate agency located at 100 Ospreys Landing in Naples, Florida. Our luxurious apartments offer the perfect blend of comfort and style, with spacious floor plans and modern amenities. Nestled in a picturesque location, residents can enjoy breathtaking views and convenient access to shopping, dining, and entertainment options. Our friendly staff is dedicated to providing exceptional customer service and ensuring that our residents feel right at home. Experience resort-style living at Ospreys Landing Apartments.

Welcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.

Galarza Law, PA is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in Family Law, Trusts and Estates, and Bankruptcy, our experienced team offers a wide range of legal services to address various issues that may arise in your life. With our founder boasting 37 years of legal experience, we have become one of Sarasota's leading law firms. We take a personalized approach to resolving your legal matters, taking the time to understand your unique situation and providing you with all the options available. From developing a plan of action to offering support throughout the legal process, we are dedicated to making your journey as stress-free as possible.

Germain Law Group is a comprehensive financial services institution located in Sarasota, Florida. Our team of experienced professionals specialize in accounting, finance, insurance, and legal services to provide our clients with a one-stop solution for all their financial needs. Whether you are looking for tax advice, investment strategies, insurance coverage, or legal representation, Germain Law Group is here to help. Visit us at 6151 Lake Osprey Drive to learn more about how we can assist you in achieving your financial goals.

Tippen Law Firm, PLLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a trusted Estate Planning Elder Law, Probate, and Business Law Firm. Specializing in helping individuals and families plan for the future, protect their loved ones, and navigate legal issues, Tippen Law Firm is dedicated to providing expert counsel and support. Whether you need assistance with estate planning, business matters, or probate, their team is ready to help. With additional locations in Fort Myers and Punta Gorda, Tippen Law Firm is committed to serving clients throughout Southwest Florida. Contact them today for all your legal needs.

James Edwin Keim, Attorney at Law is a reputable law firm located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in various legal services, James Edwin Keim is a skilled and experienced lawyer who provides personalized and professional representation to his clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, James Edwin Keim is dedicated to delivering top-notch legal solutions tailored to meet your specific needs. With a commitment to excellence and a track record of success, James Edwin Keim, Attorney at Law is the go-to choice for individuals seeking reliable and effective legal counsel in Sarasota and beyond.

Merritt Law, PA is a reputable law firm located at 690 South Tamiami Trail in Osprey, Florida, United States. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for their clients. Whether you need assistance with estate planning, business law, real estate transactions, or any other legal matter, Merritt Law, PA is committed to delivering professional and effective legal services to help you achieve your goals. Contact them today to schedule a consultation and discuss how they can assist you with your legal needs.

Sage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.

Regal Financial Group is a renowned finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a reputation for excellence in financial services, Regal Financial Group offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, Regal Financial Group is dedicated to providing top-notch services to help you secure your financial future.

Murphy Business & Financial Corporation is a leading finance and real estate agency located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a team of experienced professionals, they provide expert advice and services in the areas of business transactions, mergers and acquisitions, commercial real estate, and business valuations. Their commitment to excellence and integrity has earned them a reputation as a trusted partner for individuals and businesses looking to navigate the complexities of the financial and real estate markets. Visit Murphy Business & Financial Corporation today to learn how they can help you achieve your financial goals.

Lonier Financial Advisory LLC is a finance institution located at 457 East Macewen Drive in Osprey, Florida, United States. With a focus on providing expert financial advice and services, our dedicated team is committed to helping clients achieve their financial goals. Lorem ipsum dolor sit amet, the administration of justice, I may hear, finally, be expanded on, say, a certain pro cu neglegentur. Mazim. Unusual or something. Trust Lonier Financial Advisory LLC for all your financial needs.

ABBEX Inc BUSINESS BROKERS, located at 8 Sorrento Drive, Osprey, Florida, United States, is a leading finance institution specializing in helping individuals sell their businesses. With a team of experienced brokers, ABBEX offers confidential consultations, valuations, financial record analysis, marketing strategies, buyer filtration, negotiation assistance, and due diligence services to ensure a successful and profitable transaction. Their proven track record of maximizing sale prices for sellers, coupled with their extensive network and industry insights, make ABBEX the ideal partner for anyone looking to buy or sell a business. Clients have praised the professionalism, responsiveness, and ease of working with ABBEX, making the process smooth and stress-free.

Edward Jones - Financial Advisor: Blake G Lynn is a trusted financial institution located at 456 South Tamiami Trail in Osprey, Florida, United States. As a dedicated finance professional, Blake G Lynn offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Blake G Lynn can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Blake G Lynn is the go-to destination for all your financial planning needs.

Sarasota Capital Strategies is a leading financial institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in finance, they offer a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced professionals, Sarasota Capital Strategies is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial solutions.

Sage at Cypress Cay is a premier real estate agency located in the beautiful city of Lutz, Florida. Our expert team of agents is dedicated to providing top-notch service to our clients, helping them find their dream home or investment property. With a prime location at 14976 Osprey Nest Loop, Sage at Cypress Cay offers a wide range of properties to suit every need and budget. Whether you are looking to buy, sell, or rent, our experienced agents are here to guide you every step of the way. Trust Sage at Cypress Cay to make your real estate dreams a reality.

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.

Welcome to Team Perdido - Pete King Realtor/Team Leader, your trusted real estate agency located at 13578 Perdido Key Drive, Pensacola, Florida. As part of the renowned Pointe South Real Estate, one of the most productive realty companies in the Pensacola/Alabama Beaches area, we pride ourselves on offering unparalleled service in the real estate market. Our dedicated team, led by one of the top agents on the “Key,” is committed to providing expert guidance and support whether you are buying or selling a property. At Team Perdido, we understand the importance of having a Realtor who comprehends the market dynamics and customer reactions to pricing and value. Our knowledgeable and high-energy team, along with our diligent administrative staff, works tirelessly to build strong relationships with our clients. For sellers, we ensure that all disclosures and paperwork are meticulously handled, allowing you to make informed decisions about listing your property. For buyers, we focus on matching you with properties that meet your needs and financial criteria, guiding you through the entire process from contract signing to closing.