TOP 30 Legacy management services in Florida

552 results found

Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. is a renowned financial institution located at 1 Independent Drive in Jacksonville, Florida, United States. With a focus on providing personalized wealth management services, UBS Financial Services Inc. offers a wide range of financial solutions tailored to meet the individual needs and goals of their clients. Their team of experienced professionals is dedicated to helping clients achieve financial success and security through strategic investment planning, asset management, and comprehensive financial advice. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. is committed to helping you reach your financial goals.

Liesl Savage - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Liesl Savage holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as portfolio management, wealth transfers, and financial planning for domestic partners. Liesl Savage is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Liesl Savage strives to help clients achieve their financial goals and secure their financial future.

Olivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.

Edgewater Wealth Management of Raymond James is a leading finance institution located at 814 A1A North in Ponte Vedra Beach, Florida, United States. With a team of experienced financial advisors, they provide personalized 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, Edgewater Wealth Management can offer tailored solutions to meet your needs. Trust in their expertise and dedication to guide you towards a secure financial future.

Legacy Financial Group is a leading finance institution located at 630 Maitland Avenue South in Maitland, Florida, United States. With a strong reputation for providing top-notch financial services, Legacy Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust Legacy Financial Group to guide you towards a secure financial future.

Coatoam Wealth Management Group is a leading financial institution located at 700 West Morse Boulevard in Winter Park, Florida, United States. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals and secure their future. From investment management to retirement planning, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust Coatoam Wealth Management Group to guide you towards financial success and peace of mind.

Tara Cunningham - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious finance institution located at 4030 West Boy Scout Boulevard in Tampa, Florida, United States. Tara Cunningham 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®, 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 demonstrate Tara Cunningham's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a deep understanding of asset management, investment strategies, estate planning, and risk management, Tara Cunningham is dedicated to helping clients achieve their financial goals and secure their financial future.

Veronica P McLeod, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, offers a wide range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Veronica has the expertise to address various financial needs. Whether it's retirement planning, estate planning, investment management, or insurance products, Veronica is dedicated to providing personalized and comprehensive financial solutions. Additionally, she is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and a focus on education and support, Veronica is well-equipped to assist clients in achieving their financial goals.

Steven R. Karmelin - RBC Wealth Management Financial Advisor is a leading financial institution located at 3801 PGA Boulevard in Palm Beach Gardens, Florida. As a trusted advisor, Steven R. Karmelin provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment solutions, Steven R. Karmelin offers a comprehensive range of services to individuals, families, and businesses. With years of experience and expertise in the field, clients can trust in the professionalism and dedication of Steven R. Karmelin and his team. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Steven R. Karmelin - RBC Wealth Management Financial Advisor is committed to providing top-notch financial guidance and support.

Marina Galli - RBC Wealth Management Financial Advisor is a reputable finance institution located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, United States. With a commitment to providing top-notch financial advisory services, Marina Galli offers personalized wealth management solutions tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships based on trust and transparency, Marina Galli helps clients navigate the complexities of the financial world and achieve their financial objectives.

Coastal Lighthouse Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 3801 PGA Boulevard in Palm Beach Gardens, Florida. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and expert advice, we offer a range of financial services including investment planning, retirement planning, estate planning, and more. Trust Coastal Lighthouse Wealth Management - UBS Financial Services Inc. to guide you towards financial success and peace of mind.

Justin Hanlon - RBC Wealth Management Financial Advisor is a reputable financial institution located at 5355 Town Center Road in Boca Raton, Florida. As a trusted financial advisor, Justin Hanlon provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Justin Hanlon offers tailored solutions to meet the unique needs of each individual or family. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Justin Hanlon - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

MAR Wealth Management Services, LLC is a finance institution located at 54 Northeast 4th Avenue in Delray Beach, Florida, United States. Specializing in wealth management, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, MAR Wealth Management Services, LLC offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, they are dedicated to helping you make informed decisions and secure your financial future.

Montello Wealth Management is a prestigious finance institution located at 2401 PGA Boulevard in the affluent city of Palm Beach Gardens, Florida. With a team of experienced financial advisors, Montello Wealth Management offers personalized 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, Montello Wealth Management provides expert guidance and tailored solutions to meet your individual needs. Trust in Montello Wealth Management to secure your financial future and navigate the complexities of the financial market with confidence.

Richard B Bernstein is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4800 North Federal Highway in Boca Raton, Florida, United States. He holds multiple 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Richard B Bernstein offers expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients, covering a wide range of topics including asset management, estate planning, retirement planning, investment strategies, risk management, and more. His extensive knowledge and experience in the field of finance make him a trusted advisor for those seeking comprehensive and personalized financial solutions.

Raymond James Financial Services is a finance institution located at 3200 Northeast 14th Street in Pompano Beach, Florida, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investment portfolio or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.

1650 Wealth Management is a premier finance institution located in Fort Lauderdale, Florida. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we strive to empower our clients to make informed decisions about their finances. Visit us at 255 East Commercial Boulevard to learn more about how we can help you secure your financial future.

The Blake Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Specializing in wealth management, they provide comprehensive financial services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies and expert advice to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, The Blake Wealth Management Group - UBS Financial Services Inc. is committed to providing top-notch service and guidance to help you succeed.

Edward Hussey is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Edward Hussey holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Edward Hussey is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth individual, Edward Hussey can provide tailored financial solutions to meet your needs. Contact Edward Hussey today to learn more about his services and how he can help you achieve financial success.

Paramount Wealth Partners - UBS Financial Services Inc. is a renowned finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth preservation. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Paramount Wealth Partners - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals.

Bliss Wealth Management is a leading financial institution located at 817 South University Drive in Plantation, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Bliss Wealth Management, we prioritize personalized service, strategic planning, and a commitment to excellence. Contact us today to schedule a consultation and start on the path to financial success.

Bridgelane Wealth Management - UBS Financial Services Inc. is a finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. Specializing in wealth management, they provide a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Bridgelane Wealth Management - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, they are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Constellation Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located in Aventura, Florida. As a branch of UBS Financial Services Inc., it offers a wide range of wealth management services to its clients. With a team of experienced financial advisors, Constellation Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, their experts are here to assist you every step of the way. Visit their office at 18851 Northeast 29th Avenue to learn more about the customized financial solutions they can offer you.

The Ponczek Group - UBS Financial Services Inc. is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. With a focus on providing top-notch financial services, The Ponczek Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, the team at The Ponczek Group is dedicated to delivering exceptional service and results. Trust in their expertise and experience to guide you towards a secure financial future.

The Key Legacy Group - Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. As a branch of the renowned Morgan Stanley financial services firm, The Key Legacy Group offers a wide range of financial services and expertise to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, The Key Legacy Group - Morgan Stanley is dedicated to helping you succeed.

United Legacy Financial is a reputable accounting and finance institution located at 5104 South Orange Blossom Trail in Orlando, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust United Legacy Financial to help you secure your financial future.

Custom Financial Services-Englewood is a reputable accounting and finance institution located at 2230 South McCall Road in Englewood, Florida, United States. With a team of experienced professionals, they offer a wide range of personalized financial services tailored to meet the unique needs of each client. Whether you are an individual looking for tax preparation assistance or a business in need of financial planning and consulting, Custom Financial Services-Englewood is committed to providing top-notch service and expertise. Visit them today to see how they can help you achieve your financial goals.

Legacy Services is a reputable institution located at 4933 South Orange Avenue in Orlando, Florida, United States. Specializing in accounting and finance, Legacy Services offers a range of professional services to help individuals and businesses manage their financial needs. With a team of experienced professionals, Legacy Services is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Legacy Services is here to help you secure a prosperous financial future.

Legacy Luxury Agency LLC is a prestigious accounting and finance institution located at 860 U.S. 1 in North Palm Beach, Florida, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Legacy Luxury Agency LLC is the go-to destination for individuals and businesses seeking expert financial advice and support. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with tax planning, investment management, or financial consulting, Legacy Luxury Agency LLC is the trusted partner you can rely on.

Evolve Financial Services is a leading accounting and finance institution located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management, tax planning, and investment strategies. Whether you are looking for assistance with budgeting, bookkeeping, or retirement planning, we are here to provide personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you evolve your financial future.