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TOP 30 Legacy planning in Fort Myers, FL
42 results found
Search for local businesses, places and services near you
Legacy Foundation at Shell Point
The Legacy Foundation at Shell Point, located at 15010 Shell Point Boulevard in Fort Myers, Florida, is a specialized non-profit organization dedicated to providing financial and wealth planning concierge services exclusively for residents of Shell Point. The Legacy Family Service offers a complimentary review of estate plans and advance directives, wealth transfer planning, financial services, educational workshops, and referrals to trusted legal, financial, and tax professionals. The institution believes in helping individuals leave a lasting legacy that reflects their values, faith, relationships, and resources. Consultation with qualified advisors is recommended before making any decisions, as the institution prioritizes client confidentiality and data security.
Legacy Gateway Apartments
Legacy Gateway Apartments is a premier real estate agency located at 10900 Legacy Gateway Circle in Fort Myers, Florida. Our luxurious apartments offer a perfect blend of comfort and convenience, with modern amenities and spacious floor plans. Nestled in a vibrant community, residents can enjoy easy access to shopping, dining, and entertainment options. Our professional staff is dedicated to providing top-notch customer service and ensuring a seamless living experience for all our residents. Experience the ultimate in upscale apartment living at Legacy Gateway Apartments.
Fort Myers Cemetery
Welcome to Fort Myers Cemetery, a serene and respectful resting place located at 3200 Michigan Avenue, Fort Myers, Florida. Our cemetery is dedicated to providing a tranquil and dignified environment where families can honor and remember their loved ones. Nestled in the heart of Fort Myers, our beautifully maintained grounds offer a peaceful setting for reflection and remembrance. At Fort Myers Cemetery, we understand the importance of creating a lasting tribute that reflects the individuality and legacy of each person. Our compassionate and professional staff are here to assist you with every aspect of planning and maintaining a memorial that truly honors the memory of your loved ones. We offer a variety of burial options and personalized services to meet the diverse needs of our community.
Fort Myers Vault & Crematory
Welcome to Fort Myers Vault & Crematory, a trusted funeral home dedicated to providing compassionate and respectful services to the Fort Myers community. Located at 2411 Crystal Drive, Fort Myers, Florida, our facility offers a serene and comforting environment where families can honor their loved ones with dignity and care. At Fort Myers Vault & Crematory, we understand the importance of commemorating a life lived and are committed to supporting you through every step of the process. Our experienced and empathetic staff is here to assist with personalized funeral arrangements, cremation services, and memorial planning, ensuring each service reflects the unique life and legacy of your loved one.
Estate Planning Council of Lee County
Welcome to the Estate Planning Council of Lee County, your trusted local government office dedicated to serving the community of Fort Myers and the wider Lee County area. Conveniently located at 4841 Springline Drive, Fort Myers, Florida, we specialize in providing comprehensive estate planning services to help individuals and families secure their financial futures. Our experienced team is committed to offering expert guidance on wills, trusts, probate, and asset management, ensuring peace of mind for you and your loved ones. We are passionate about empowering our community with the knowledge and resources needed to make informed decisions about their estate planning needs. Visit us today to learn how we can assist you in safeguarding your legacy.
Mary Dixon - State Farm Insurance Agent
Mary Dixon - State Farm Insurance Agent is located at 9280 College Parkway, Fort Myers, Florida, United States. This insurance agency specializes in providing a wide range of insurance options, including Car Insurance, Motorcycle Insurance, Homeowners Insurance, Condo Insurance, Renters Insurance, Flood Insurance, Business Insurance, Life Insurance, Jewelry Insurance, and more. Mary Dixon, a second-generation State Farm agent, is dedicated to assisting individuals in Florida, Georgia, and Alabama with their insurance needs. The office serves the local communities of Fort Myers, Fort Myers Beach, Sanibel, Cape Coral, Bonita Springs, Estero, Port Charlotte, and Naples. Mary Dixon takes pride in continuing her father's legacy and providing exceptional customer service. The team at Mary Dixon State Farm is passionate about helping customers manage the risks of everyday life and ensuring they have the personalized insurance options they require. Whether you need a quote for auto, home, motorcycle, renters, life, health, flood, or business insurance, the team at Mary Dixon State Farm is ready to assist you. Visit their office or give them a call to learn more about their insurance offerings.
Prudential | June Paulsen | Life Insurance & Financial Services
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.
Dorcey Law Firm
Dorcey Law Firm, located at 10181 Six Mile Cypress Parkway in Fort Myers, Florida, specializes in accounting, finance, and legal services. Our multi-generational family-owned firm understands the importance of protecting your loved ones and planning for the future. Estate planning can be overwhelming, but our experienced attorneys are here to guide you through the process of creating wills and trusts to secure your legacy. Whether you are a Florida resident or have family members in the area, our team can assist you with probate and estate planning services. We believe in providing personalized and comprehensive solutions to help you pass down your assets to future generations. Our attorneys strive to ensure that you understand all your options and the implications of your decisions.
Celej Law PLLC
Celej Law PLLC is a trusted estate planning partner located at 12730 McGregor Boulevard in Fort Myers, Florida. As a dedicated estate planning law firm, we provide personalized legal solutions tailored to meet your unique needs and goals. Our experienced attorneys stay up-to-date on the latest laws and regulations to ensure your estate plan is comprehensive and current. We offer free consultations with clear, upfront pricing to help you make informed decisions about your estate planning needs. Whether you need assistance with estate planning, probate administration, business law, or family matters, Celej Law PLLC is here to guide you with compassion and expertise. Contact us today to schedule a consultation and secure your legacy with our personalized legal solutions.
Safe Harbor Law Firm
Safe Harbor Law Firm is a trusted institution located in Fort Myers, Florida, specializing in providing legal services for estate planning, guardianship, and long-term care planning. Our seasoned attorneys are dedicated to safeguarding the rights of the elderly and ensuring that their wishes are honored through comprehensive estate administration. At Safe Harbor Law Firm, we pride ourselves on our personalized solutions, proactive communication, and compassionate approach to guiding our clients through the estate planning journey. Our team of legal experts is committed to empowering individuals and families to make informed decisions for a secure future.
Heartland Law, PLLC
Heartland Law, PLLC is a finance and lawyer institution located at 8660 College Parkway in Fort Myers, Florida, United States. Specializing in Probate, Estate Planning, Elder Law, and Trusts, our team at Heartland Law, PLLC understands the importance of education, clarity, and well-being when dealing with legal matters. With over 20 years of experience, we provide guidance on managing your financial life, creating customized trusts, setting up guardianships, and navigating the probate process. Our Freedom Plan simplifies estate planning, while ElderSmart offers advocacy for families transitioning into elderly care. Join us for a free mini-class to learn more about protecting your assets and securing your legacy. Register today to ensure peace of mind for you and your loved ones.
Christian Stearns | Conte Wealth Advisors
Christian Stearns | Conte Wealth Advisors is a finance institution located at 2740 Oak Ridge Court in Fort Myers, Florida, United States. Christian Stearns, a Certified Financial Planner ™️, Sustainable Investment Advocate, and Author, is dedicated to helping clients achieve their financial goals and dreams through sound financial knowledge and trustworthy advice. By building lasting relationships with each individual, family, and business he serves, Christian aims to provide personalized financial solutions. Clients can receive a free copy of his eBook, "The Three Types of Sustainable Investing," to learn more about sustainable investment options. Christian Stearns is a member of Conte Wealth Advisors and offers services in states such as California, Colorado, Florida, Georgia, and more. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, and investment advisory services are provided by Cambridge Investment Research Advisors, Inc. Cambridge and Conte Wealth Advisors are not affiliated.
Waterstone Financial
Waterstone Financial is a leading finance institution located at 12597 New Brittany Boulevard in Fort Myers, Florida. With a strong presence in the United States, Waterstone Financial offers a wide range of financial services including banking, investment, and wealth management solutions. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help our clients achieve their financial goals. Visit us today to learn more about how Waterstone Financial can help you secure your financial future.
Tony Clark - Raymond James
Tony Clark - Raymond James is a finance institution located at 15065 McGregor Boulevard in Fort Myers, Florida, United States. With a focus on providing personalized financial services, Tony Clark - Raymond James offers a range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution strives to provide excellent customer service and tailored financial advice to meet the unique needs of each individual. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Tony Clark - Raymond James is dedicated to helping you navigate the complexities of the financial world with confidence.
Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc.
Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.
Advantage Retirement Group
Advantage Retirement Group, located at 8870 Daniels Parkway in Fort Myers, Florida, is a finance institution that offers customized guidance in a family-first atmosphere. With over four decades of experience, our team is dedicated to helping clients retire confidently in any economy. Our founder, Alfie Tounjian, shares his expertise through his new book "Making Waves in Retirement" and his weekly show "Saving the Investor" on TV and radio. We specialize in creating personalized financial plans that address income planning, legacy planning, tax-efficient planning, asset protection, and growth strategies. Join us to reimagine your possibilities and revive your retirement confidence.
Evolution Retirement Services
Evolution Retirement Services, located at 12487 Brantley Commons Court in Fort Myers, Florida, is a finance institution that specializes in retirement income strategies and wealth management. Their team of wealth managers, led by Certified Financial Fiduciary® Adam Bruno, is dedicated to helping individuals and families achieve their ideal retirements by providing personalized solutions tailored to their needs and objectives. Their services include retirement income analysis, annuities, investments, IRA/401(k) rollovers, life insurance, tax-efficient strategies, long-term care planning, IRA legacy planning, estate planning, and more. They work closely with attorneys and tax professionals to help clients organize their giving strategy and create a lasting legacy.
John A Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC
John A Nicolosi, a financial advisor at Ameriprise Financial Services, LLC, is located at 14311 Metropolis Avenue in Fort Myers, Florida, United States. If you have financial questions or are looking for guidance, John is here to help. He offers complimentary initial consultations to discuss your financial goals and provide an overview of financial planning concepts. With a focus on estate planning and passing wealth to the next generation, John can work alongside your attorney and CPA to help you navigate the complexities of preserving your wealth and dividing your assets among loved ones. By planning and preparing your legacy wishes, John aims to bring you clarity and peace of mind.
Susan Weidenkopf Watts - UBS Financial Services Inc.
Susan Weidenkopf Watts - UBS Financial Services Inc. is a reputable finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a strong focus on providing personalized financial solutions, the team at UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at this institution are committed to delivering top-notch service and expertise. Visit Susan Weidenkopf Watts - UBS Financial Services Inc. today to take the first step towards securing your financial future.
Signature Financial Strategies
Signature Financial Strategies is a leading finance institution located at 15050 Elderberry Lane in Fort Myers, Florida. Our team of experienced professionals are dedicated to providing personalized financial strategies tailored to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on building long-lasting relationships, Signature Financial Strategies is your trusted partner in achieving financial success.
The Legend Group
The Legend Group is a prestigious institution located at 6111 Tidewater Island Circle in Fort Myers, Florida, United States. Known for its excellence in education and commitment to academic success, The Legend Group offers a wide range of programs and resources to help students achieve their goals. With a dedicated faculty and state-of-the-art facilities, students at The Legend Group receive a top-notch education in a supportive and nurturing environment. Whether you are looking to further your career or pursue higher education, The Legend Group is the perfect place to start your journey towards success.
Harden Custom Homes
Welcome to Harden Custom Homes, your premier general contractor in Fort Myers, Florida. Located at 5782 Enterprise Parkway, Fort Myers, FL 33905, we have been crafting stunning custom homes for over 50 years. Our legacy of uncompromised quality and impeccable service is the cornerstone of our business, offering you a seamless transition from concept to project completion. At Harden Custom Homes, we offer a wide range of award-winning floor plans, or if you prefer, our owner and designer, Mark Harden, can create a custom home tailored just for you. With extensive experience as a Cape Coral Custom Home Designer & Builder, Mark ensures that every detail of your dream home is meticulously planned and executed.
Harden Custom Homes
Welcome to Harden Custom Homes, your trusted partner in building the home of your dreams. Located at 2818 Tropicana Parkway West, Cape Coral, Florida, we are a renowned general contractor with over 50 years of experience in crafting custom homes that embody unmatched quality and impeccable service. At Harden Custom Homes, we offer a unique blend of expertise and creativity, allowing you to choose from our award-winning floor plans or collaborate with Mark Harden, our owner and designer, to create a custom home tailored to your vision. Mark's extensive experience as a Cape Coral Custom Home Designer & Builder ensures a seamless transition from concept to project completion, delivering a personalized living space that reflects your lifestyle and needs.
Catalyst Roofing
Welcome to Catalyst Roofing, your premier roofing contractor located at 12165 Metro Parkway, Fort Myers, Florida 33966. As a beacon of excellence in roofing services, we proudly serve Southwest Florida with unmatched dedication and expertise. Our legacy is built on more than just roofs; it’s built on trust, security, and the satisfaction of countless homeowners and businesses. At Catalyst Roofing, we specialize in a comprehensive range of services tailored to meet your roofing needs. Whether you're looking to construct a new roof, require meticulous inspections, or need prompt repairs, our experienced team ensures the integrity and longevity of your property. We offer specialized maintenance plans and expertly handle roof insurance claims, crucial for storm damage restoration.
Benchmark General Contractors
Benchmark General Contractors: Building for the Future, Today Welcome to Benchmark General Contractors, your trusted partner in construction excellence, located at 16836 McGregor Boulevard, Fort Myers, Florida. Since our founding in 1984, we have been committed to crafting buildings that stand the test of time, serving both commercial and residential clients across Southwest Florida, including Fort Myers, Naples, Sanibel and Captiva Islands, and Cape Coral.
Barrancas National Cemetery
Welcome to Barrancas National Cemetery Located at 1 Cemetery Road, Pensacola, Florida, Barrancas National Cemetery is a revered final resting place dedicated to honoring the memory of our nation's veterans. Nestled within the boundaries of the U.S. Naval Air Station, just eight miles southwest of downtown Pensacola, this cemetery offers a serene and respectful environment for those who have served our country.
Coastal Fit Body Boot Camp
Welcome to Coastal Fit Body Boot Camp, located at 12220 Towne Lake Drive, Fort Myers, Florida 33913! Our gym is dedicated to transforming lives through fitness and health. Whether you're looking to shed unwanted fat, develop lean muscle, or boost your overall strength, we have the perfect program for you. Our signature 21-Day Back to School, Back to Fit program is designed for all ages, abilities, shapes, and sizes. It's not just about working out; it's about jumpstarting your metabolism and building healthy habits that last. With unlimited bootcamp sessions and personalized nutritional coaching, you'll be on the fast track to achieving your fitness goals.
SunTrust ATM
Welcome to SunTrust ATM, conveniently located at 15050 North Cleveland Avenue, North Fort Myers, Florida 33903. As a trusted financial partner, we offer a wide range of services to meet your banking needs. Whether you're looking to explore personal or commercial banking options, Truist credit cards, or investment opportunities, our ATM is here to serve you. At SunTrust ATM, you can see if you're pre-qualified for a Truist credit card, discover the perfect loan tailored to your needs, and take advantage of our Truist Enjoy Cash credit card to turn everyday purchases into extra rewards. Our commitment to our customers means no overdraft-related fees, making banking with us simple and efficient.
Truist - ATM
Welcome to Truist - ATM, your convenient financial resource located at 8930 Colonial Center Drive, Fort Myers, Florida 33905. As part of Truist Financial Corporation, we offer a wide range of financial services designed to meet your needs. Whether you're looking to see if you pre-qualify for a Truist credit card or seeking the right loan, our team is here to assist you. At Truist, we provide comprehensive banking products and services, including loans and deposit accounts, through Truist Bank, a proud Member FDIC. Our trust and investment management services are handled by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., an SEC registered broker-dealer and member of FINRA and SIPC, is at your service. Additionally, investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
Columbus G. McLeod Preserve
Welcome to the Columbus G. McLeod Preserve, a serene 9-acre island sanctuary located on the Caloosahatchee River near Fort Myers Shores in Tice, Florida. Named in honor of Columbus G. McLeod, an Audubon warden dedicated to protecting bird rookeries in the early 1900s, this preserve offers a glimpse into Florida's rich natural heritage. Despite its island status, it was once connected to the mainland before becoming detached due to river dredging in the late 1800s. Visitors to the preserve can explore diverse plant communities, including tidal swamp, mesic hammock, and hydric hammock. The area is a haven for wildlife enthusiasts, home to a variety of bird species such as white ibis, little blue heron, and red-shouldered hawk. The surrounding waters of the Caloosahatchee River are frequented by West Indian manatees, American alligators, and common moorhens.
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