TOP 30 Legacy management services in Florida

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PFS Financial Services is a finance institution located at 1250 Blountstown Street in Tallahassee, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment advice, wealth management, and retirement planning. We strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

JGL Strategic Wealth Solutions - Ameriprise Financial Services, LLC is a finance institution located at 101 South New York Avenue, Winter Park, Florida, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides one-to-one financial advice and exceptional client service. Ameriprise financial advisors are registered in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. They cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends or family members to help them achieve their financial goals. The institution follows strict privacy and security regulations to protect client information.

BCJ Wealth Management is a premier finance institution located at 1292 Timberlane Road in Tallahassee, Florida, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, BCJ Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and start building a secure financial future.

Rosenberg Alvis Ambrose Wealth Management is a leading financial institution located at 1876 Eider Court in Tallahassee, Florida, United States. Our team of expert advisors offers personalized wealth management services to help clients achieve their financial goals. With a focus on tailored investment strategies and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Rosenberg Alvis Ambrose Wealth Management to help you navigate the complexities of the financial world and make informed decisions for a prosperous tomorrow.

Merrill Lynch Wealth Management, located at 1276 Metropolitan Boulevard in Tallahassee, Florida, is a financial institution dedicated to helping individuals, families, business owners, executives, and institutions navigate wealth planning challenges and opportunities. With a team of experienced advisors, the branch offers personalized financial strategies tailored to each client's unique goals and needs. Services include retirement income planning, guidance on investments, estate planning, and more. The branch is committed to client service and satisfaction, with a focus on understanding each client's current financial situation and long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch Wealth Management also supports the communities in which they operate.

Legacy Land Management LLC is a reputable general contractor located in Glen Saint Mary, Florida. With a commitment to quality and excellence, we specialize in land management services to help our clients achieve their property goals. From landscaping to construction projects, our experienced team is dedicated to delivering top-notch results. Visit us at 16522 Crews Road to learn more about how Legacy Land Management LLC can assist with your next project.

Cornucopia Wealth Management, LLC is a leading finance institution located at 630 West Brevard Street in Tallahassee, Florida, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cornucopia Wealth Management, LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Richard Bergstrom - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1435 Piedmont Dr E, Tallahassee, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Richard Bergstrom holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment management. With a focus on ethical practices and comprehensive knowledge, Richard Bergstrom is dedicated to providing high-quality financial advice and services to his clients. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Richard Bergstrom can help guide you towards a secure financial future.

7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 2940 Kerry Forest Parkway in Tallahassee, Florida, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, review progress, and adjust strategies as needed to help you achieve financial success. At 7G Wealth Management, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. We offer complimentary initial consultations to discuss your financial goals and provide insights on the current market trends. Additionally, we collaborate with your attorney and CPA to navigate estate planning and wealth transfer to the next generation, ensuring your legacy wishes are fulfilled.

7G Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award in 2023. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts at any time from any device. The institution also provides estate planning services to help clients pass wealth to the next generation. Ameriprise financial advisors are registered in certain U.S. states and can provide guidance on preserving wealth, tax implications, and asset division among loved ones. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1435 Piedmont Drive East, Tallahassee, Florida, United States. The institution offers a range of certifications and designations for professionals in the finance industry, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. The professionals at Thomas Harbour are dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Private Wealth Management at U.S. Bank in Orlando, Florida, is dedicated to helping individuals and families achieve their financial goals and build a secure legacy. Our experienced team works with a diverse range of clients, including business owners, retirees, and wealth builders, to provide personalized advice and support. We believe in the importance of building strong relationships with our clients, understanding their unique stories, goals, and dreams. Additionally, we are committed to giving back to the community through charitable contributions and volunteer work. Our services include a range of investment and insurance products to help customize your income in retirement and protect your assets. Contact us today to start planning for your financial future.

Breed's Hill Wealth Management is a premier finance institution located at 301 North Park Avenue in Winter Park, Florida, United States. We specialize in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced financial advisors offers personalized investment strategies and financial planning services tailored to each client's unique needs. At Breed's Hill Wealth Management, we are dedicated to helping our clients build and protect their wealth for generations to come.

Legacy Family Doctors is a leading healthcare institution located at 432 Xingu Court in Punta Gorda, Florida, United States. Our dedicated team of doctors and medical professionals are committed to providing high-quality, personalized care for patients of all ages. From routine check-ups to chronic disease management, we offer a wide range of services to meet your family's healthcare needs. At Legacy Family Doctors, we prioritize building long-lasting relationships with our patients and strive to create a warm and welcoming environment for all who walk through our doors. Experience compassionate and comprehensive care at Legacy Family Doctors.

Legacy Physical Therapy & Sports Training is a leading health institution located in Sarasota, Florida. Our experienced team of physical therapists and sports trainers are dedicated to providing top-quality care and personalized treatment plans to help our clients achieve their health and fitness goals. Whether you are recovering from an injury, looking to improve your athletic performance, or seeking relief from chronic pain, our state-of-the-art facility and cutting-edge techniques will help you reach your full potential. Visit us at 3030 University Parkway and let us help you on your journey to better health and wellness.

Legacy Behavioral Health Center, located at 2640 Forest Hill Boulevard in Glen Ridge, Florida, is a trusted community mental health center serving residents of five different counties in Florida since 2005. Our dedicated team is committed to improving the quality of life and performance of individuals and families facing emotional and behavioral challenges. We offer a wide range of evidence-based services for infants, children, adolescents, adults, and families. Our psychiatric assessments help diagnose mental health conditions, while psychological testing evaluates cognitive, behavioral, and emotional functioning. We also provide coping skills development to help individuals adjust and integrate into their environments.

Heritage Wealth Management is a finance and insurance agency located at 3600 Northwest 43rd Street in Gainesville, Florida, United States. Our institution offers a range of financial services, including securities and advisory services through Cetera Advisors LLC. We are dedicated to helping our clients achieve their financial goals and offer a variety of resources such as calculators and informative videos on our website. Our team of professionals are Registered Representatives of Cetera Advisors LLC and are licensed to sell insurance products in Florida and Georgia. You can trust Heritage Wealth Management to provide expert financial guidance and personalized solutions for your financial needs.

Legacy Insurance Associates Unlimited, Inc. is an Independent Insurance Agency located in Boca Raton, Florida. With over 15 years of experience, we specialize in Condominium Insurance programs, Commercial Property & Casualty Insurance, and Risk Management solutions for all businesses. Our team, led by President Brandon Levy, CPIA, provides individualized attention to each client to address all risk management concerns. We offer a wide range of insurance coverages in Florida including Windstorm, Property, General Liability, Directors & Officers, Crime, Umbrella, and more. Contact us today to save money on your Business Insurance and let us help you cut your insurance costs in Florida.

Lauderdale Legacy Aflac Insurance is an insurance agency located at 1515 Northeast 26th Street, Wilton Manors, Florida, United States. They offer a variety of supplemental insurance products to help cover expenses that health insurance may not, such as emergency treatment, cancer treatment, critical illnesses, and final expenses. They also offer products for pets, dental and vision insurance, and financial protection for employees. Additionally, they provide services for managing employee absences and offer plans for individuals and groups. With Aflac, you can have peace of mind knowing that you are prepared for the unexpected.

Legacy Builders of North America LLC is a leading institution specializing in accounting, finance, health, and insurance services. Located at 19545 Northwest 2nd Avenue in Miami Gardens, Florida, United States, our team of experienced professionals are dedicated to helping individuals and businesses build a strong financial legacy for the future. Whether you need assistance with tax planning, investment management, health insurance, or risk management, Legacy Builders of North America LLC is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.

Leave A Legacy Financial LLC is an insurance agency located at 5508 North 50th Street in Tampa, Florida, United States. With years of experience in the insurance industry, our team is dedicated to helping clients prepare for the unknown. We offer a range of insurance products including Health, Life, and Youth Sports coverage, as well as access to any insurance product to ensure you get the right coverage for your needs. Our team includes Aubrette, who graduated Cum Laude from the University of South Florida and has over 25 years of experience in the insurance industry, specializing in Medicare and commercial insurance. Co-Founder and Chief Operating Officer Kia brings over 25 years of Sales and Marketing experience, while Timothy, with a background in International Business, has 8 years of experience in founding and managing businesses in China. RJ and Nick also bring years of experience in the Medicare industry, and Kierra leads our compliance and quality teams with her 6 years of customer service experience.

Prudential | June Paulsen | Life Insurance & Financial Services is a reputable finance and insurance agency located at 6700 Winkler Road in Fort Myers, Florida, United States. With a focus on providing top-notch life insurance and financial services, our team is dedicated to helping clients secure their futures and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to guide you every step of the way. Trust Prudential | June Paulsen | Life Insurance & Financial Services to provide you with personalized solutions tailored to your individual needs.

My Legacy Group is a leading finance and insurance agency located at 1555 Bonaventure Boulevard in Weston, Florida. Our dedicated team of professionals is committed to helping individuals and families secure their financial future by offering a wide range of services tailored to meet their unique needs. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, we are here to guide you every step of the way. Trust My Legacy Group to protect and grow your wealth for generations to come.

New York Life - The Broome Legacy Group is an insurance agency located at 1912 Hamilton Street in Jacksonville, Florida, United States. With a focus on providing comprehensive insurance solutions to individuals and families, the Broome Legacy Group is dedicated to helping clients protect their assets and plan for the future. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or wealth management services, the Broome Legacy Group is committed to providing personalized and high-quality service to help you achieve your financial goals.

ARG Risk Management Services LLC is a leading insurance agency located at 1110 Brickell Avenue, Miami, Florida, United States. Specializing in wealth and legacy protection across all life stages, they offer integrated insurance solutions to meet the unique needs of their clients. With a commitment to providing personalized service and tailored insurance plans, ARG Risk Management Services LLC is dedicated to helping individuals and businesses safeguard their assets and secure their financial future.

Legacy Behavioral Health Center - Indiantown is a community mental health center located at 15818 Southwest Warfield Boulevard in Indiantown, Florida. Since 2005, we have been dedicated to serving residents of Martin, Okeechobee, St. Lucie, Indian River, and Palm Beach Counties. Our goal is to improve the quality of life and level of performance for individuals facing emotional and behavioral challenges. We offer a variety of evidence-based services for infants, children, adolescents, families, and adults. Our psychiatric assessments help diagnose mental health conditions, while psychological testing evaluates strengths and challenges in cognitive, behavioral, and emotional functioning. We provide coping skills to help individuals adjust and integrate into their living environment.

Legacy Advanced Health is a leading healthcare institution located at 1515 North University Drive in Coral Springs, Florida. As a premier medical facility, Legacy Advanced Health specializes in providing advanced and comprehensive healthcare services to patients in need. From routine check-ups to complex medical procedures, our team of skilled doctors and healthcare professionals are dedicated to delivering top-notch care and personalized treatment plans to each patient. With a commitment to excellence and a focus on patient well-being, Legacy Advanced Health is a trusted destination for all your healthcare needs in the Coral Springs area.

Kings Legacy Services is a reputable general contractor located at 4607 Northwest 6th Street in Gainesville, Florida. With a commitment to excellence and a legacy of quality workmanship, Kings Legacy Services offers a wide range of construction and renovation services to meet the needs of residential and commercial clients. From remodeling projects to new construction, their team of skilled professionals is dedicated to delivering superior results on every job. Trust Kings Legacy Services to bring your vision to life and create a lasting legacy of exceptional craftsmanship.

Merideth Nagel & The Legacy Legal Team is a reputable law firm located at 1201 West Highway 50 in Clermont, Florida, United States. Specializing in various areas of law, including estate planning, probate, real estate, and business law, our team of experienced attorneys is dedicated to providing personalized legal solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Merideth Nagel & The Legacy Legal Team is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can help you achieve your legal goals.

Legacy Protection Lawyers, located at 100 2nd Avenue South in St. Petersburg, Florida, is a team of experienced and knowledgeable estate planning, probate, and trust lawyers dedicated to meeting the needs of individuals and families throughout the Tampa Bay area. With a philosophy focused on providing the highest levels of legal counsel, expertise, and service, Legacy Protection Lawyers can handle any and all issues concerning your estate, whether it be planning, administration, or litigation. The team at Legacy Protection Lawyers is fascinated by innovation and strives to redefine the way law is practiced every day. They have built their firm around core values of knowledge, responsiveness, reliability, diligence, and compassion. From estate planning to probate administration to estate and trust litigation, Legacy Protection Lawyers offers comprehensive legal services tailored to meet the specific needs of each client.