- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Legacy planning in Brandon, FL
8 results found
A convenient service for searching for businesses, places and services
Legacy Law Of Florida
Legacy Law of Florida is a reputable law firm located at 205 North Parsons Avenue in Brandon, Florida. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in the areas of estate planning, probate, and elder law. We strive to help our clients protect their assets and ensure their wishes are carried out according to their unique needs and goals. With a commitment to personalized service and attention to detail, Legacy Law of Florida is here to guide you through the legal process with care and expertise.
Merrill Lynch Financial Advisor Brandon Whaley
Merrill Lynch Financial Advisor Brandon Whaley is located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. Brandon has been in the financial services industry since 2012 and joined Merrill in 2023. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Brandon is a graduate of Southeast Missouri State University with a bachelor's degree in Criminology and Criminal Justice. He and his wife, Dianne, live in Jacksonville with their five children and are active in the community, supporting Reach our Worldwide and St. Joseph's. As your Merrill advisor, Brandon's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. He provides insights, observations, and ideas to help you in your pursuit of your financial goals. Brandon can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked hard to build. He can also help clients build a plan that plots a steady course to retirement.
Preservation 1st Financial Group
Preservation 1st Financial Group, located in Brandon, Florida, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you need assistance with comprehensive financial planning, insurance planning, college planning, or retirement planning, our team of experts is here to guide you every step of the way. We offer a range of services including long-term care, life insurance, Medicare coverage, and estate planning. Our website features informative videos to help you better understand financial concepts and opportunities. We are affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., ensuring that our clients receive top-notch financial advice and services.
Paul E. Riffel, Attorney at Law
Paul E. Riffel, Attorney at Law, located at 1319 West Fletcher Avenue in Tampa, Florida, is a trusted institution specializing in estate planning and family law. With over 40 years of experience, Attorney Paul Riffel provides fair and honest representation to help clients protect their interests and achieve their goals. Recognized for his professionalism, he offers personalized legal services to individuals in need of assistance with estate planning, collaborative divorce, and asset protection. By working closely with clients, Attorney Riffel ensures that every legal matter is handled with expertise and care. Serving clients in Tampa, Brandon, Valrico, and surrounding areas, Paul E. Riffel, Attorney at Law, is dedicated to securing the future and legacy of each individual.
Law Offices of Laurie E. Ohall, P.A.
The Law Offices of Laurie E. Ohall, P.A. is a legal institution located at 1464 Oakfield Drive in Brandon, Florida, United States. Specializing in estate planning, elder law, probate, and guardian advocacy, the office is dedicated to serving and caring for the elderly with passion and dedication. In light of the ongoing COVID-19 pandemic, the office continues to take precautions to protect its elderly clients, offering phone or Zoom appointments for those who prefer remote consultations. With a focus on educating clients on complex legal matters, the team at Laurie E. Ohall, P.A. is committed to ensuring that clients are informed and empowered to make the best decisions for their future.
Hemness Faller Elder Law
Hemness Faller Elder Law is a trusted institution located in Brandon, Florida, United States. Our team of experienced attorneys specializes in Estate Planning, Medicaid Planning, and Special Needs Planning to help you navigate important decisions for your future. We also offer services such as Guardianship, VA Benefits, and Elder Abuse Prevention to protect you and your loved ones from potential harm. In times of loss, our team is here to assist with Probate, Life Care Planning, and Trust Administration to preserve your family's legacy. With a focus on advocacy for vulnerable citizens in our community, we are dedicated to providing extraordinary guidance and support for you and your family.
Heath Wealth Management
Heath Wealth Management is a finance institution located at 620 East Bloomingdale Avenue in Brandon, Florida, United States. Led by Certified Financial Planner™ LPL Financial Advisor Elijah Heath, CFP®, ChFC®, CLU®, the institution's mission is to provide top-notch financial planning and wealth management guidance to clients in the Tampa Bay Area and surrounding areas. The team at Heath Wealth Management believes in a personalized approach to financial planning, understanding that each individual's circumstances are unique. Their services range from retirement planning to business succession planning, helping clients secure their financial future. The team also addresses risk management within financial plans, ensuring clients are prepared for unexpected events. Additionally, Heath Wealth Management offers assistance with college planning and legacy planning for charitable causes.
Hough Financial & Insurance
Hough Financial & Insurance, located at 1739 South Kings Avenue in Brandon, Florida, is a finance institution that specializes in retirement planning, legacy planning, financial planning, and insurance services. Led by James Hough, who holds insurance licenses in multiple states and is registered to offer securities in Colorado and Florida, the institution aims to make a significant impact on their clients' lives by addressing critical financial issues through education and analysis. Their services include IRA, 401(k), and pension rollover options that provide guarantees of account value and lifetime income. They also offer widow and widower counseling, investments and fee-based products, annuities, life, disability, and long-term care insurance. Additionally, they host ongoing seminars on various financial topics.
List of businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos