TOP 30 Legacy planning in Bradenton, Florida

26 results found

Legacy Hotel at IMG Academy is a contemporary boutique hotel located at 5450 Bollettieri Boulevard in Bradenton, Florida. Situated just steps away from the renowned IMG Academy campus, our hotel offers a unique experience for guests looking to pursue their passions, recover and rejuvenate, and indulge in modern luxury. With 150 guest rooms designed for ultimate comfort and relaxation, Legacy Hotel is the premier option for visitors to Bradenton, Anna Maria Island, and Sarasota. Whether you are a family, individual traveler, team, or group visiting IMG Academy or the surrounding coastal area, Legacy Hotel provides unparalleled service and convenience.

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 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.

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.

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.

Worley Elder Law, located in Bradenton, Florida, is dedicated to helping individuals of all ages plan for the future and unexpected events. Whether you are a young adult or a great-grandparent, it is important that your voice and wishes are heard and understood. The experienced team at Worley Elder Law specializes in Estate Planning and Elder Law services, guiding clients through options and creating customized plans to meet their unique needs. From preventative incapacity planning to establishing a lasting legacy, Worley Elder Law is committed to helping you protect your assets and ensure your wishes are carried out. Contact us today to learn more about how we can help you plan for the future.

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.

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.

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.

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.

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.

Joe Kennedy - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1111 3rd Avenue West, Bradenton, Florida, United States. With a focus on your individual goals and risk tolerance, Joe provides investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your approach is updated as life changes, allowing you to track your progress towards your goals securely from any device. By scheduling a complimentary initial consultation, you can learn more about how Joe can assist you in reaching your financial goals. With expertise in analyzing market trends and risk tolerance, Joe can help you navigate the complexities of investing to maximize potential returns while minimizing risks.

Edward Jones - Financial Advisor: Garth J Case is a trusted financial institution located at 2424 Manatee Avenue West in Bradenton, Florida, United States. As a dedicated financial advisor, Garth J Case provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing expert financial advice and guidance to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Garth J Case is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

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.

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.

Jerry Reimer - Thrivent is a finance institution located at 945 Tidewater Shores Loop in Bradenton, Florida, United States. Licensing for the institution can be obtained through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Ocala Club Investments is a finance institution located at 5815 15th Street East in Bradenton, Florida, United States. We specialize in providing a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs of each individual client. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Ocala Club Investments is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.

Welcome to Orthodontic Specialists, the premier destination for exceptional orthodontic care in Bradenton, Florida. Located at 4008 9th Avenue West, Dr. Jeffrey Thompson and his dedicated team are committed to providing top-tier orthodontic services to the community and beyond. Dr. Jeff Thompson, a board-certified specialist in orthodontics and dentofacial orthopedics, offers cutting-edge treatments like Invisalign®—a modern, virtually invisible alternative to traditional braces. Our clear aligners are designed to discreetly and comfortably straighten your teeth, ensuring ease of maintenance and a confident smile.

Welcome to Sandpiper Mobile Resort, a unique and charming member-owned community located at 2601 Gulf Drive North, Bradenton Beach, Florida. Nestled in the heart of beautiful Anna Maria Island, our resort offers breathtaking views of the Anna Maria Sound and is just a short stroll from the pristine beaches of the Gulf of Mexico. Sandpiper Mobile Resort is a vibrant community of 120 shareholders and 46 homeowners, spread across nearly 10 acres. Our rich history dates back to the late 1800s when the land was first developed by Ruric Edwin Cobb, a visionary whose legacy still resonates within our grounds. From its beginnings as a humble trailer park in the 1930s, Sandpiper has evolved into a beloved sanctuary that retains the warmth and traditions of its storied past.

Welcome to LECOM Park, a premier stadium located in the heart of Bradenton, Florida. Situated at 1611 9th Street West, LECOM Park is a historic venue known for its charming ambiance and rich legacy in the world of baseball. Originally opened in 1923, the stadium has been beautifully maintained and modernized over the years, offering a perfect blend of classic charm and modern amenities. Home to the Bradenton Marauders, the Class-A affiliate of the Pittsburgh Pirates, LECOM Park provides an intimate and engaging atmosphere for baseball fans of all ages. With its lush green field, comfortable seating, and excellent sightlines, every seat offers a great view of the action. Beyond baseball, LECOM Park also hosts a variety of community events, concerts, and gatherings, making it a hub of entertainment and activity in Bradenton.

Welcome to Quik Bath, LLC, your trusted partner for bathroom remodeling in Bradenton, Sarasota, and the surrounding areas. Located at 6902 9th Avenue Drive Northwest, Bradenton, Florida, we specialize in transforming your bathroom experience with innovative solutions that combine style, durability, and convenience. Whether you're looking to upgrade your bathroom with our revolutionary bathtub products or seeking a complete renovation, Quik Bath offers a range of services tailored to meet your needs. Our high-density polymer bathtubs provide a maintenance-free solution that outlasts traditional materials like porcelain, steel, and cast iron, ensuring your investment is protected against chipping, cracking, peeling, discoloration, or leakage.

Welcome to Historic Palma Sola Cemetery, a serene and timeless resting place located at 8604 9th Avenue Northwest, Bradenton, Florida. Established with deep roots in the community, our cemetery serves as a peaceful haven for reflection and remembrance. Nestled amidst the natural beauty of Florida's landscape, Historic Palma Sola Cemetery offers a tranquil environment where families can honor and celebrate the lives of their loved ones. Our cemetery is not only a place of rest but also a site of historical significance, reflecting the rich heritage of the Bradenton area. With well-maintained grounds and a commitment to preserving the dignity and sanctity of our site, we provide a comforting setting for visitors seeking solace and connection.

Welcome to Brown & Sons Funeral Home & Crematory, a family-owned and operated business proudly serving Manatee County, Florida, since 1975. Located at 5624 26th Street West, Bradenton, FL 34207, our funeral home is deeply rooted in the community, offering exceptional funeral services to our neighbors with compassion and integrity. At Brown & Sons, we understand the importance of honoring the life and legacy of your loved ones. Our experienced and compassionate staff of Funeral Directors is dedicated to helping families celebrate life with dignity and respect. We provide a wide range of service offerings tailored to meet your family's unique customs and traditions, ensuring that each service is as personal and meaningful as the life it commemorates.

Welcome to Abundant Favor Mortuary, a compassionate and dedicated funeral home located in the heart of Bradenton, Florida. Situated at 916 13th Street West, our family-owned establishment is committed to providing the highest level of care and support to families during their most difficult times. At Abundant Favor Mortuary, we understand the profound importance of honoring the life and legacy of your loved ones. Our experienced and empathetic team is here to guide you through every step of the funeral planning process with sensitivity and respect. We offer a wide range of personalized services, including traditional funerals, cremation services, memorial ceremonies, and pre-planning options, ensuring that each service reflects the unique life and wishes of the deceased.

Welcome to Griffith-Cline Funeral Home, a compassionate and dedicated funeral service provider located in the heart of Bradenton, Florida. Situated at 720 Manatee Avenue West, our funeral home has been serving the local community with dignity and respect for many years. At Griffith-Cline, we understand that saying goodbye to a loved one is never easy. Our experienced and caring staff is committed to providing personalized and meaningful funeral services that honor the life and legacy of your loved one. We offer a range of services, including traditional funerals, cremations, memorial services, and pre-planning arrangements, all tailored to meet the unique needs and wishes of your family. Our serene and comforting environment is designed to provide solace and support during this difficult time. Trust Griffith-Cline Funeral Home to guide you with compassion and professionalism as you celebrate the life of your loved one.

Welcome to Gendron Funeral & Cremation Services Inc. Located at 2701 Lee Boulevard, Lehigh Acres, Florida, Gendron Funeral & Cremation Services Inc. is a family-owned and operated full-service funeral home committed to providing compassionate and dignified services for you and your loved ones. Our experienced funeral directors are dedicated professionals who understand the importance of honoring every individual's unique life story, regardless of their background, faith, or customs.