TOP 30 Best Legacy management in Bradenton, Florida

Williams Wealth Management Group is a leading finance and lawyer institution located at 2328 Manatee Avenue West in Bradenton, Florida, United States. With a team of experienced professionals, we provide expert financial advice and legal services to help our clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or navigate complex legal issues, our dedicated team is here to support you every step of the way. Trust Williams Wealth Management Group to provide personalized solutions tailored to your unique needs.

Sherrill Wealth Management is a reputable financial institution located at 2520 Manatee Avenue West in Bradenton, Florida. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Sherrill Wealth Management is dedicated to helping clients secure their financial future. Contact us today to learn more about how we can assist you in managing your wealth effectively.

BILLFISH Wealth Management is an independent finance firm located in Bradenton, Florida. Our team, including Registered Representatives Daniel Wood and Ryan Buckle, is dedicated to helping clients pursue their financial goals through personalized guidance and education. We offer a range of services, from retirement planning to legacy planning, all tailored to meet the unique needs of each individual client. At our office on Manatee Avenue West, we provide a welcoming environment for clients to discuss their financial goals over coffee and pastries. Our team is committed to exceeding client expectations and delivering clear, concise approaches to financial management. We believe in a team approach, working closely with clients' tax advisors and attorneys to ensure all aspects of their financial needs are met.

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.

Merrill Lynch Wealth Management, located at 1401 Manatee Avenue West in Bradenton, Florida, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are equipped to navigate both rising and turbulent markets, helping clients address their wealth planning challenges and opportunities. The wealth planning process at this branch begins with a deep understanding of each client's priorities, goals, and financial needs. Advisors take the time to learn about retirement plans, education funding, business issues, cash management, and credit strategies. By leveraging the investing resources of Merrill and the banking convenience of Bank of America, the team creates tailored financial strategies to meet each client's long-term objectives.

Adamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.

Pullen Investment Management is a renowned finance institution located in Bradenton, Florida. With a prime location at 417 12th Street West, this institution offers expert financial management services to clients in the United States. Specializing in investment strategies and portfolio management, Pullen Investment Management is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized service provided by this esteemed institution.

Freedom Factory, located at 21050 Florida 64 in Bradenton, Florida, is a renowned institution owned by the famous YouTuber and car enthusiast, Cleetus McFarland. Originally constructed in the early 1970s as Desoto Speedway, this 3/8 mile asphalt oval track with 12-degree banking is known for being the fastest in the south. Throughout its history, it has hosted numerous NASCAR and circle track legends. After years of success, the track unfortunately closed down, but has now been revived to continue its legacy. We are proud to offer this historic venue to racing enthusiasts and event organizers. You can host your own event at this legendary track and experience the thrill of racing on this iconic surface. Don't wait, book your event now as our schedule fills up quickly. We look forward to seeing you at Freedom Factory!

C Garrett Moore, CFP® is a trusted retirement and investment advisor located at 12343 Whisper Lake Drive in Bradenton, Florida. With a focus on financial planning and wealth management, C Garrett Moore provides personalized services to help clients achieve their financial goals. As a Certified Financial Planner, C Garrett Moore offers expertise in retirement planning, investment strategies, and overall financial well-being. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, C Garrett Moore is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

The Rehfeldt Group CPAs is a reputable accounting and finance institution located at 3201 26th Street West in Bradenton, Florida, United States. Our team of experts is dedicated to providing top-notch services to help businesses thrive and succeed. We offer a range of online apps to make conducting business with us easy and convenient. From bookkeeping to strategic guidance and analysis, we are here to take the stress out of running your business. Whether you need help with trust or estate management, financial planning, or technology integration, our experienced professionals are here to guide you every step of the way. With a focus on sustainability, technology, and strategic planning, the Rehfeldt Group CPAs is committed to helping businesses build a successful future. Contact us today to see how we can help you achieve your financial goals and secure a legacy for your family.

Gulf Coast Financial Planning LLC, located at 9015 Town Center Parkway in Bradenton, Florida, is a finance institution dedicated to helping clients create personalized financial plans to achieve confidence and financial freedom. By scheduling a meeting with their team, clients can explore what their ideal retirement looks like and receive a custom strategy tailored to their unique goals. Using The Retirement Investment Roadmap™, Gulf Coast Financial Planning LLC will analyze the client's current financial situation and determine their retirement needs. The institution also offers insurance products through Gulf Coast Financial Planning LLC's insurance business, as well as investment advisory services through AE Wealth Management, LLC. With a focus on ensuring clients can live well both now and in retirement, Gulf Coast Financial Planning LLC emphasizes the importance of having a solid financial strategy in place.

Welcome to Shannon Funeral Home, a compassionate and dedicated funeral service provider located at 1015 14th Street West, Bradenton, Florida. At Shannon Funeral Home, we understand that saying goodbye to a loved one is a deeply personal and emotional experience. Our mission is to provide you with the support and guidance you need during this difficult time. With a commitment to honoring your loved one's memory, we offer a range of personalized funeral services to meet your specific needs and traditions. Our experienced and caring staff is here to assist you with every detail, from planning and coordination to providing a comforting environment for family and friends to gather and celebrate a life well-lived.

Mccue Reams & Associates Pa QLAW is a reputable law firm located at 524 9th Street West in Bradenton, Florida, United States. With a team of experienced attorneys specializing in various areas of law, including family law, estate planning, real estate law, and more, they provide expert legal services to clients in the Bradenton area. Committed to delivering personalized and effective legal solutions, Mccue Reams & Associates Pa QLAW is dedicated to helping clients navigate the complexities of the legal system with professionalism and integrity. Contact them today for all your legal needs.

The Preserve at Manatee Bay is a luxurious waterfront community located in Bradenton, Florida. Situated in a prime location, residents have easy access to fine dining, shopping, entertainment, and beautiful beaches. The pet-friendly apartments offer style and sophistication, with amenities such as a swimming pool and fitness center. The one and two bedroom apartments feature vaulted ceilings and a balcony or patio. Managed by WGA Legacy Property Management, LLC, The Preserve at Manatee Bay offers upscale living in a convenient location. Visitors can view an optimized web accessible version of the site for more information.

Prestige Planning LLC is a reputable finance and insurance agency located at 6311 Atrium Drive in Bradenton, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial planning and insurance services to our clients. With a focus on personalized solutions and excellent customer service, we strive to help individuals and businesses achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you with your financial and insurance needs.

Jay T Hoffmeister is a financial advisor at Ameriprise Financial Services, LLC located at 2310 Manatee Avenue West in Bradenton, Florida, United States. Jay holds several 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jay is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, estate planning, retirement planning, or investment strategies, Jay has the expertise and knowledge to help you achieve your financial goals. Contact Jay T Hoffmeister today for personalized financial advice tailored to your unique needs.

Edward Jones - Financial Advisor: James W Campbell Jr is a trusted finance institution located at 2808 Manatee Avenue West in Bradenton, Florida, United States. With a focus on personalized financial planning and investment strategies, James W Campbell Jr and his team provide expert guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: James W Campbell Jr is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Welcome to Truist - ATM, conveniently located at 4215 Cortez Road West, Bradenton, Florida 34210. As part of Truist Financial Corporation, we are dedicated to providing a comprehensive range of financial services to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card, exploring loan options, or managing your investments, our affiliates have you covered. At Truist, we offer a variety of banking products and services, including loans and deposit accounts, through Truist Bank, a proud Member of FDIC. For those interested in trust and investment management, we partner with Truist Delaware Trust Company to deliver exceptional service. Our securities and brokerage accounts, along with insurance services, are handled by Truist Investment Services, Inc., a SEC registered broker-dealer and member of FINRA and SIPC.

ATM Machine at New Winners Circle Welcome to the ATM Machine at New Winners Circle, your trusted local source for all things ATM in Bradenton, Florida. Conveniently located at 4307 26th Street West, Bradenton, FL 34205, we specialize in providing comprehensive ATM services and solutions tailored to meet your financial needs.

Wealth Enhancement Group is a leading finance institution located at 1001 3rd Avenue West in Bradenton, Florida, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning, investment management, and retirement planning, we strive to provide our clients with the tools and guidance they need to build and protect their wealth for the future. Contact us today to learn more about how Wealth Enhancement Group can help you secure a brighter financial future.

Russian Speaking Real Estate Realtor Broker Olga Smith Sarasota and Lakewood Ranch Imperial Property Group is a premier real estate agency located at 22426 Panther Loop, Bradenton, Florida, United States. Specializing in properties in Sarasota and Lakewood Ranch, Olga Smith offers her expertise to clients looking to buy or sell homes in these vibrant communities. Sarasota is not just known for its beautiful beaches, but also for its thriving art and cultural scene. With live theater, concerts, ballet, opera, galleries, and museums, Sarasota offers a diverse range of cultural experiences. The area's arts and culture scene contributes significantly to the local economy, creating jobs and attracting visitors from all over.

Welcome to Truist, your trusted financial partner located at 4215 Cortez Road West, Bradenton, Florida. We are committed to providing a comprehensive suite of financial services tailored to meet your unique needs. Whether you're searching for a reliable banking experience, need assistance with loans or deposit accounts, or are exploring investment opportunities, Truist is here to guide you every step of the way. At Truist, you can see if you're pre-qualified for a credit card that suits your lifestyle and financial goals. Our team is ready to help you find the right loan by understanding your specific requirements. As a member of FDIC, Truist Bank ensures your deposits are secure and accessible.

Welcome to Truist, your trusted financial partner located at 4312 Manatee Avenue West, Bradenton, Florida 34209. At Truist, we are committed to providing you with a comprehensive range of banking and financial services tailored to meet your unique needs. Whether you're looking to explore credit card options, find the right loan, or manage your investments, our team of professionals is here to assist you every step of the way. Our services are backed by the expertise of Truist Financial Corporation's affiliates. Truist Bank, a Member FDIC, offers a wide array of banking products and services, including loans and deposit accounts. For trust and investment management services, Truist Bank and Truist Delaware Trust Company are at your service. If you're interested in securities, brokerage accounts, or insurance products, Truist Investment Services, Inc., a SEC registered broker-dealer and member of FINRA and SIPC, is ready to help. Additionally, Truist Advisory Services, Inc. and GFO Advisory Services, LLC provide top-tier investment advisory services.

Gulf Coast Wealth Robby Spillman is a finance institution located at 8470 Enterprise Circle in Bradenton, Florida. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. With a focus on personalized service and tailored solutions, Gulf Coast Wealth Robby Spillman is dedicated to helping clients secure their financial future.

Prudential Financial: Andrea McCallum is a reputable finance and insurance agency located at 11065 Gatewood Drive in Bradenton, Florida, United States. With a strong commitment to providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Led by experienced professional Andrea McCallum, the agency offers personalized and tailored financial plans to meet the unique needs of each client. Whether you are looking for retirement planning, investment advice, or insurance coverage, Prudential Financial: Andrea McCallum is your trusted partner in securing a stable financial future.

Wood Seitl & Anderson, P.A. is a prestigious law firm located at 304 West Venice Avenue in Venice, Florida, United States. Serving Sarasota, Bradenton, Venice, and surrounding areas, our experienced attorneys specialize in estate planning, administration, and trust administration. With a focus on client service for over 70 years, our firm was founded in 1951 by John R. Wood and is AV rated by Martindale Hubbell. At Wood Seitl & Anderson, we prioritize helping clients with probate avoidance, preparation of wills, trusts, charitable trusts, and foundations, as well as federal estate tax issues. We also specialize in elder law, addressing legal issues related to health and personal care planning. Our team is dedicated to providing personalized and comprehensive legal services to individuals and families in Southwest Florida. Trust Wood Seitl & Anderson, P.A. for all your estate planning and administration needs.

The Milestone Financial Group is a branch of Morgan Stanley located at 1401 Manatee Avenue West in Bradenton, Florida. As a leading finance institution, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial milestones.

Focus Wealth Strategies is a premier financial institution located at 1812 Manatee Avenue West in Bradenton, Florida. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized strategies tailored to your unique needs. With a focus on integrity, transparency, and exceptional customer service, we are committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start building your financial success.

Impact Financial Advisors LLC is a finance institution located in Bradenton, Florida, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and make a positive impact on their financial future. Whether you are looking to invest for retirement, save for your child's education, or plan for a major purchase, we are here to provide personalized guidance and support. At Impact Financial Advisors LLC, we believe in building long-term relationships with our clients based on trust, integrity, and transparency. Visit us at 6727 63rd Terrace East to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS™ is a trusted financial institution located at 5783 Manatee Avenue West in Bradenton, Florida, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Matt McSwain provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Matt McSwain and his team are dedicated to helping you make informed decisions and secure your financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS™ is committed to providing top-notch financial guidance and support to clients in the Bradenton area.