Legacy financial planning in Florida
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Merrill Lynch Private Wealth Advisor Max A Figueroa
● OpenMerrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Ofer Levy - Raymond James
● OpenOfer Levy - Raymond James is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to providing personalized service and tailored solutions, Ofer Levy - Raymond James is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
18851 NE 29th Ave Ste 407, Aventura, FL 33180, United States -
The Pickard Poser Group - Morgan Stanley
● OpenThe Pickard Poser Group at Morgan Stanley is a renowned finance institution located in Aventura, Florida, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Pickard Poser Group offers personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, United States -
Kent, Valdes, Hays Group - Morgan Stanley
● OpenKent, Valdes, Hays Group at Morgan Stanley is a leading financial institution located in Plantation, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term growth and stability, we offer a wide range of investment strategies tailored to each client's unique needs. Visit us at 1200 South Pine Island Road to learn how we can help you secure your financial future.
1200 S Pine Island Rd Ste 800, Plantation, FL 33324, United States -
Coastal Retirement Consultants, LLC
● OpenCoastal Retirement Consultants, LLC is a trusted financial planning institution located at 209 Seventh Street in the charming town of Port St. Joe, Florida. Our team of experienced consultants specializes in helping retirees navigate the complexities of retirement planning, investment management, and estate planning. We are dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their retirement goals and secure their financial future. Whether you are looking to maximize your investments, minimize taxes, or create a legacy for your loved ones, Coastal Retirement Consultants, LLC is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a peaceful and prosperous retirement.
209 Seventh St, Port St Joe, FL 32456, United States -
Tax Marshalls Inc
● OpenTax Marshalls Inc is a trusted accounting and finance institution located at 3480 Depew Avenue in Port Charlotte, Florida. With over 30 years of dedicated service to the people of Southwest Florida, our founder Paul Marshall was a beloved tax preparer who will be missed by many. As his daughter, I am honored to continue his legacy of service from the heart. Whether you are a family looking to maximize your tax refund or a small business wanting to minimize your taxes, Tax Marshalls Inc is here to help. Our office hours are by appointment only, so give us a call today to schedule a consultation. Let us assist you with all your tax and financial needs.
3480 Depew Ave, Port Charlotte, FL 33952, United States -
Adam M Robinson CPA
● OpenAdam M Robinson CPA is a trusted accounting and finance institution located at 4029 Atlantic Boulevard in Jacksonville, Florida, United States. With a legacy of over 90 years of providing insightful tax preparation and financial planning services for individuals, families, and businesses, Adam M Robinson CPA continues to offer a 21st-century approach to meet the needs of their clients. The institution utilizes state-of-the-art tools and combines them with experience and knowledge to ensure a profitable and worry-free future for their clients. With offices in the Southpoint area of Jacksonville and the Jacksonville Beaches, Adam M Robinson CPA offers exclusive Next Chapter advisory services for businesses, providing personalized counsel to help businesses reach their next level of growth. Whether you are starting a new business or expecting a tax refund, Adam M Robinson CPA is dedicated to providing high-quality services tailored to your unique situation.
4029 Atlantic Blvd, Jacksonville, FL 32207, United States -
Sawgrass Accounting & Tax
● OpenSawgrass Accounting & Tax, located at 8401 Lake Worth Road in Lake Worth Beach, Florida, is a trusted institution specializing in accounting and finance services. Our team at Sawgrass CPA Advisors is dedicated to helping individuals and businesses achieve their personal and financial goals through strategic tax planning and advisory services. We understand the importance of your financial well-being and the people who matter most to you. That's why we take the time to assess your current tax and financial positions, identify areas for improvement, and create a personalized plan to help you save money and invest in what truly matters. Whether you're looking to plan for your legacy or develop an exit strategy, our experienced CPAs and tax professionals are here to support and guide you every step of the way.
8401 Lake Worth Rd #113, Lake Worth Beach, FL 33467, United States -
Truist
● OpenTruist is a financial institution located at 89 South Alcaniz Street in Pensacola, Florida, United States. As a bank and insurance agency, Truist offers a range of services including loans, deposit accounts, trust and investment management, securities brokerage, and insurance products. Customers can also inquire about pre-qualification for a Truist credit card or find the right loan for their needs. Truist advisors are available to assist with various financial needs, including wealth management, family legacy planning, and specialty groups for business owners, sports and entertainment professionals, and legal and medical professionals. Mortgage products and services are also offered through Truist Bank, with mortgage professionals registered on the Nationwide Mortgage Licensing System & Registry. Customers should be aware that all communications from Truist will be provided in English, and translation services may be available for those with Limited English Proficiency. For tax or legal advice, customers should consult their individual professionals before taking any action.
89 S Alcaniz St, Pensacola, FL 32502, United States -
Truist
● OpenTruist is a financial institution located at 16520 North Nebraska Avenue in Lutz, Florida, United States. As a bank and insurance agency, Truist offers a wide range of services including banking products, loans, deposit accounts, trust and investment management services, securities, brokerage accounts, insurance, and mortgage products. Customers can also check if they are pre-qualified for a Truist credit card and find the right loan for their needs. Truist is committed to providing resources for consumers with Limited English Proficiency, offering translation and language access services. Please note that applications, agreements, and other communications will be provided in English. Customers are encouraged to consult with a tax or legal professional before making any decisions with potential tax or legal consequences. Truist Advisors are associated with various affiliates of Truist, providing wealth management, legacy planning, business owner specialty services, and more.
16520 N Nebraska Ave, Lutz, FL 33549, United States -
Truist
● OpenTruist is a financial institution located at 11253 North 56th Street in Temple Terrace, Florida, United States. We offer a range of services including banking products, loans, deposit accounts, trust and investment management services, securities, brokerage accounts, insurance, and mortgage products. Our affiliates, including Truist Bank, Truist Investment Services, and McGriff Insurance Services, provide these services to our customers. We also have a team of Truist Advisors who can assist with wealth management, family legacy planning, business owner specialty services, and more. Please note that all communications and agreements will be provided in English, and translation services may be available for customers with Limited English Proficiency. Visit us to see if you're pre-qualified for a Truist credit card or to find the right loan for your needs.
11253 N 56th St, Temple Terrace, FL 33617, United States -
Truist
● OpenTruist is a financial institution located at 15700 Southwest 56th Street in Miami, Florida, United States. Offering a range of services including banking products, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products, Truist is committed to helping customers achieve their financial goals. Customers can also explore options for credit cards and find the right loan for their needs. Truist advisors are available to provide guidance and support, with a focus on wealth management, family legacy planning, business owner specialty, sports and entertainment, legal and medical services. The institution is dedicated to providing resources for consumers with Limited English Proficiency, including translation and language access services. Customers can access applications, agreements, and other communications in English, with support available for those who require assistance in other languages.
15700 SW 56th St, Miami, FL 33185, United States -
Harden Custom Homes
● OpenWelcome to Harden Custom Homes, your premier general contractor in Fort Myers, Florida. Located at 5782 Enterprise Parkway, Fort Myers, FL 33905, we have been crafting stunning custom homes for over 50 years. Our legacy of uncompromised quality and impeccable service is the cornerstone of our business, offering you a seamless transition from concept to project completion. At Harden Custom Homes, we offer a wide range of award-winning floor plans, or if you prefer, our owner and designer, Mark Harden, can create a custom home tailored just for you. With extensive experience as a Cape Coral Custom Home Designer & Builder, Mark ensures that every detail of your dream home is meticulously planned and executed.
5782 Enterprise Parkway, Fort Myers, Florida 33905, United States -
Harden Custom Homes
● OpenWelcome to Harden Custom Homes, your trusted partner in building the home of your dreams. Located at 2818 Tropicana Parkway West, Cape Coral, Florida, we are a renowned general contractor with over 50 years of experience in crafting custom homes that embody unmatched quality and impeccable service. At Harden Custom Homes, we offer a unique blend of expertise and creativity, allowing you to choose from our award-winning floor plans or collaborate with Mark Harden, our owner and designer, to create a custom home tailored to your vision. Mark's extensive experience as a Cape Coral Custom Home Designer & Builder ensures a seamless transition from concept to project completion, delivering a personalized living space that reflects your lifestyle and needs.
2818 Tropicana Parkway West, Cape Coral, Florida 33993, United States -
Catalyst Roofing
● OpenWelcome to Catalyst Roofing, your premier roofing contractor located at 12165 Metro Parkway, Fort Myers, Florida 33966. As a beacon of excellence in roofing services, we proudly serve Southwest Florida with unmatched dedication and expertise. Our legacy is built on more than just roofs; it’s built on trust, security, and the satisfaction of countless homeowners and businesses. At Catalyst Roofing, we specialize in a comprehensive range of services tailored to meet your roofing needs. Whether you're looking to construct a new roof, require meticulous inspections, or need prompt repairs, our experienced team ensures the integrity and longevity of your property. We offer specialized maintenance plans and expertly handle roof insurance claims, crucial for storm damage restoration.
12165 Metro Parkway, Fort Myers, Florida 33966, United States -
Manhattan Construction Company
● OpenWelcome to Manhattan Construction Company, your trusted general contractor based in the heart of Naples, Florida, at 3705 Westview Drive. With a legacy of excellence spanning over a century, Manhattan Construction is committed to delivering superior construction services across a diverse range of market sectors. Our philosophy is simple: construction is a team sport, and we thrive on collaboration with trade partners who share our unwavering commitment to safety, quality, and fairness. At Manhattan Construction, we understand that a safe workplace is the cornerstone of operational excellence. Our primary concern is ensuring a secure environment for everyone involved in our projects. We are dedicated to upholding the highest business ethics and providing a risk-free, problem-free experience that fosters the success of all stakeholders.
3705 Westview Drive, Naples, Florida 34104, United States -
Coastal Fit Body Boot Camp
● OpenWelcome to Coastal Fit Body Boot Camp, located at 12220 Towne Lake Drive, Fort Myers, Florida 33913! Our gym is dedicated to transforming lives through fitness and health. Whether you're looking to shed unwanted fat, develop lean muscle, or boost your overall strength, we have the perfect program for you. Our signature 21-Day Back to School, Back to Fit program is designed for all ages, abilities, shapes, and sizes. It's not just about working out; it's about jumpstarting your metabolism and building healthy habits that last. With unlimited bootcamp sessions and personalized nutritional coaching, you'll be on the fast track to achieving your fitness goals.
12220 Towne Lake Drive, Fort Myers, Florida 33913, United States -
Zacharia Brown PC
● OpenWelcome to Zacharia Brown PC, your trusted partner in estate planning and elder law. Located at 26811 South Bay Drive in Bonita Springs, Florida, our boutique law firm specializes in helping families plan their legacy and protect their loved ones. Our dedicated team of attorneys, advocates, and social workers collaborate to address your estate planning and long-term care needs throughout all stages of life. At Zacharia Brown PC, we recognize the complexity of estate planning and elder law, especially given the unique legal landscape in Florida. Our attorneys excel in crafting personalized strategies that meet your specific goals and objectives, utilizing a variety of legal tools and techniques. Whether you're navigating the probate process, securing veteran benefits, or planning for long-term care, we provide knowledgeable, experienced, and reliable guidance every step of the way.
26811 South Bay Drive, Bonita Springs, Florida 34134, United States -
Padly Law PA
● OpenWelcome to Padly Law PA, your trusted partner in Life & Legacy Planning, located at 1415 Panther Lane, Naples, Florida. We are dedicated to providing you and your family with the peace of mind you deserve, ensuring that your loved ones are protected and your wishes are honored when life takes unexpected turns. At Padly Law PA, we understand that planning for the future can be daunting, but it's essential to safeguard everything and everyone you care about. Whether you're considering a will, trust, or another estate planning tool, we're here to guide you through the process with clarity and compassion. Our personalized approach takes into account your family dynamics, assets, and unique circumstances, helping you create a plan that aligns with your goals and budget.
1415 Panther Lane, Naples, Florida 34109, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking and financial services, located at 5511 Park Street North, St. Petersburg, Florida. As a proud member of the community, we are committed to helping you achieve your financial goals with a wide range of personalized services. At Truist, we make it easy to explore your financial options. Check if you're pre-qualified for a Truist credit card and find the right loan tailored to your needs. Our comprehensive banking products and services, including loans and deposit accounts, are provided by Truist Bank, a Member FDIC. We also offer specialized trust and investment management services through Truist Bank and Truist Delaware Trust Company.
5511 Park Street North, St. Petersburg, Florida 33709, United States -
Bridget Loring - Insurance Concierge Group
● OpenWelcome to Bridget Loring - Insurance Concierge Group, your trusted partner in navigating the complexities of insurance and financial planning. Conveniently located at 2240 Belleair Road, Suite 260 in Clearwater, Florida, we specialize in providing personalized insurance solutions to meet your unique needs. With a focus on life insurance, including final expense, mortgage protection, business solutions, and legacy generation, we are dedicated to helping you secure your future and protect what matters most. Bridget Loring, the founder of Insurance Concierge Group, brings nearly two decades of experience in the insurance industry. She began her career in April 2004 with Liberty Mutual Insurance Company, now known as Comparion Insurance, and in 2023, she embarked on a new journey to establish her own agency. Her mission is to guide clients through the ever-evolving landscape of insurance, offering expertise in auto, home, life, retirement planning, and long-term care & disability options.
2240 Belleair Road, Clearwater, Florida 33764, United States -
Synovus Bank
● OpenWelcome to Synovus Bank in Port Richey, Florida, where we are dedicated to providing exceptional banking, ATM, and financial services tailored to meet your needs. Conveniently located at 6435 Ridge Road, our branch offers you access to a comprehensive range of banking solutions designed to simplify your financial life. Stay informed and protected with our latest resources on avoiding scams and safeguarding your finances. Whether you're managing day-to-day banking tasks or planning for the future, our secure digital banking experience empowers you to handle your finances, pay bills, and set alerts with ease—anytime, anywhere.
6435 Ridge Road, Port Richey, Florida 34668, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking, finance, and insurance services, conveniently located at 3500 East Lake Road South, Palm Harbor, Florida 34685. At Truist, we are committed to providing a comprehensive range of financial solutions tailored to meet your unique needs. Our services include a variety of banking products and services, such as loans and deposit accounts, all provided by Truist Bank, Member FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., a SEC registered broker-dealer and member of FINRA and SIPC, is here to assist you.
3500 East Lake Road South, Palm Harbor, Florida 34685, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking and financial services located at 100 34th Street North, St. Petersburg, Florida 33713. As a leading financial institution, Truist is dedicated to helping you achieve your financial goals with a wide range of products and services tailored to your needs. Explore the possibility of getting pre-qualified for a Truist credit card and find the perfect loan by sharing your financial aspirations with us. Our comprehensive services include banking products, loans, and deposit accounts provided by Truist Bank, a Member FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
100 34th Street North, St. Petersburg, Florida 33713, United States -
Truist
● OpenWelcome to Truist, your trusted financial partner located at 3000 54th Avenue South, St. Petersburg, Florida. As a leading bank and financial services provider, we are dedicated to helping you achieve your financial goals with a wide range of products and services. At Truist, we make it easy for you to explore your financial opportunities, whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan to meet your needs. Our comprehensive suite of banking products and services includes loans, deposit accounts, and mortgage solutions, all provided by Truist Bank, a proud Member FDIC.
3000 54th Avenue South, St. Petersburg, Florida 33712, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking, finance, and insurance solutions, conveniently located at 301 38th Avenue North, St. Petersburg, Florida. At Truist, we are committed to providing a comprehensive range of financial services tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we are here to assist you every step of the way. Truist offers a variety of services through our affiliates, including Truist Bank, a Member FDIC institution, providing reliable banking products such as loans and deposit accounts. Our trust and investment management services are expertly handled by Truist Bank and Truist Delaware Trust Company. Additionally, we offer securities, brokerage accounts, and insurance products through Truist Investment Services, Inc., a registered broker-dealer with the SEC, and a member of FINRA and SIPC.
301 38th Avenue North, St. Petersburg, Florida 33704, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 301 38th Avenue North, St. Petersburg, Florida 33704. As a trusted financial service provider, Truist offers a wide range of banking and financial solutions to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan for your financial goals, we're here to help. Our services are backed by the expertise of Truist Financial Corporation and its affiliates. Truist Bank, a Member FDIC, provides a robust selection of banking products and services, including loans and deposit accounts. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are ready to assist.
301 38th Avenue North, St. Petersburg, Florida 33704, United States -
Kollins Joseph - Mutual of Omaha
● OpenWelcome to Kollins Joseph - Mutual of Omaha, your premier insurance agency located at 7650 West Courtney Campbell Causeway, Tampa, Florida 33607. Meet Kollins Joseph, a dedicated financial representative who is committed to helping you achieve your financial goals. Originally from East Orange, New Jersey, and a proud first-generation Haitian American, Kollins brings a unique blend of diverse perspectives to his work. With a strong background in selling life insurance and a degree from New Jersey City University (NJCU), Kollins is well-equipped to assist young professionals and families in securing their futures. As a passionate sports enthusiast and Spurs fan, Kollins understands the importance of teamwork and dedication, qualities he applies to his work at Mutual of Omaha.
7650 West Courtney Campbell Causeway, Tampa, Florida 33607, United States -
Truist
● OpenWelcome to Truist, your trusted partner for comprehensive financial solutions located at 5035 Ocean Boulevard, Sarasota, Florida. As a leading provider in banking, finance, and insurance services, we are committed to helping you achieve your financial goals with ease and confidence. At Truist, you can explore a wide range of services tailored to your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to guide you every step of the way. Our offerings include banking products and services from Truist Bank, a member of the FDIC, and specialized trust and investment management services through Truist Delaware Trust Company.
5035 Ocean Boulevard, Sarasota, Florida 34242, United States -
SunTrust ATM
● OpenWelcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
15050 North Cleveland Avenue, North Fort Myers, Florida 33903, United States
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