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TOP 30 Legacy planning in Tampa, FL
37 results found
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Legacy Athletics Vertical Studio Tampa
Legacy Athletics Vertical Studio Tampa, located at 5135 West Cypress Street in Tampa, Florida, is the top choice for sports performance training in the area. Our dedicated staff works with some of the finest athletes in Florida, pushing them past their physical limits to help them achieve their goals. With sought-after trainers and coaches, we offer custom sport-specific workout regimens for elite athletes to help them dominate at any level. Our cutting-edge facility provides innovative and sustainable sports performance training and nutrition programs to help you become your best self. Whether you're looking for semi-private training or small group classes, Legacy Athletics offers proven fitness systems, injury prevention, and ongoing support to help you reach your goals.
Legacy pro cleaning solutions llc
Legacy Pro Cleaning Solutions LLC is a top provider of commercial cleaning and janitorial services in Tampa, Florida. Located at 15473 Miller Creek Drive in Sun City Center, our locally owned business is dedicated to creating a clean and safe environment for all residents in the Tampa Bay area. Our team of cleaning professionals takes pride in delivering high-quality customer service and care, from the first conversation to the ongoing client relationship. We prioritize eco-friendly products to ensure a cleaner working space and promote client retention and referrals. Contact us today for a free cleaning quote and let us help you maintain a pristine and healthy environment.
Legacy Protection Lawyers
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.
Baby Boomers' Barrister - Wills & Probate Tampa
Baby Boomers' Barrister - Wills & Probate Tampa is a trusted law firm specializing in estate planning, wills, and probate services for the baby boomer generation in Tampa, Florida. Located at 3030 North Rocky Point Drive West, our experienced lawyers provide personalized legal advice and guidance to help clients navigate the complexities of estate planning and ensure their assets are protected for future generations. Whether you are looking to create a will, establish a trust, or navigate the probate process, our team is dedicated to providing professional and compassionate legal services tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards securing your legacy.
James Spicuzza | Trust Group Financial | Estate & Retirement Planning
James Spicuzza | Trust Group Financial | Estate & Retirement Planning is a finance institution located at 34921 US Highway 19 North, Palm Harbor, Florida, United States. At this institution, you can expect to receive honest and straightforward advice in plain English, eliminating confusion. The team at Trust Group Financial has been serving the Tampa Bay community since 1985, specializing in helping individuals protect and preserve their assets with unique strategies. From business agreements to retirement income strategies, the team is dedicated to helping clients achieve their financial goals. James Spicuzza, the founder, has a passion for interacting with people and creating personalized financial plans. The institution values putting clients' interests first and offers services such as legacy planning and tax strategies to preserve wealth for future generations. Stay informed with their blog, "The Sea of Financial Information," and reach out to start a conversation about your financial future.
Sandy Morris Financial & Estate Planning Services LLC.
Sandy Morris Financial & Estate Planning Services LLC, located at 10015 Gallant Lane in Tampa, Florida, is dedicated to providing personalized financial support and guidance to help you achieve a future filled with purpose, passion, and fulfillment. Our team of financial specialists will work with you to create clear retirement strategies tailored to your unique dreams and goals. We offer comprehensive retirement planning services that focus on delivering consistent income, managing investment risk, planning for healthcare needs, minimizing tax liabilities, and protecting your assets for the long term. Our Financial House planning process is designed to guide you through retirement, ensuring that your legacy vision is protected and fulfilled.
Legacy Wealth Partners - Tampa
Legacy Wealth Partners - Tampa is a reputable finance and insurance agency located at 4830 West Kennedy Boulevard in Tampa, Florida. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their wealth management goals. Whether it's retirement planning, investment strategies, or insurance coverage, Legacy Wealth Partners is dedicated to providing personalized solutions tailored to each individual's needs. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your financial needs in the Tampa area.
Legacy Solutions CPA
Legacy Solutions CPA is a leading accounting and finance institution located in Tampa, Florida. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and business consulting. We pride ourselves on delivering personalized solutions to meet the unique needs of each client. Visit us at 1646 West Snow Avenue to experience our top-notch services and commitment to excellence in accounting and finance.
Gulf Coast Legacy Planning Council
The Gulf Coast Legacy Planning Council is a reputable institution located at 3937 Tampa Road in Oldsmar, Florida. Specializing in legal services, the council provides expert advice and guidance on estate planning, wills, trusts, and other important aspects of legacy planning. With a team of experienced lawyers, the institution is dedicated to helping individuals and families protect and preserve their assets for future generations. Contact the Gulf Coast Legacy Planning Council today to secure your family's financial future.
ProVest LLC
ProVest LLC is a reputable institution located at 7702 Woodland Center Boulevard in Tampa, Florida. We are a leading provider of legal support services, specializing in process serving, skip tracing, and court filing services. Our team of experienced professionals is dedicated to providing efficient and reliable solutions for our clients' legal needs. With a commitment to excellence and customer satisfaction, ProVest LLC is the trusted choice for legal support services in the Tampa area.
The Original Crabby Bill's
Located at 401 Gulf Boulevard in Indian Rocks Beach, Florida, The Original Crabby Bill's is a beloved institution offering fresh, no-frills seafood in the Tampa Bay area. With over 40 years of experience, this family-owned business has deep roots in the community and a passion for serving delicious seafood. The story of Crabby Bill's begins with Bill and Dolores Loder, who started their seafood journey in 1954 near Philadelphia. Specializing in blue crabs, the couple's roadside seafood joint quickly became a local favorite. Today, their legacy lives on at The Original Crabby Bill's, where guests can enjoy a variety of seafood dishes in a welcoming atmosphere.
Rodriguez Wealth Group
Rodriguez Wealth Group is a reputable health and insurance agency located at 5101 North Rome Avenue in Tampa, Florida, United States. With a team of experienced professionals, we are dedicated to providing top-notch services to our clients in the areas of health and insurance. Whether you are looking for comprehensive health coverage or reliable insurance policies, our institution is committed to helping you achieve financial security and peace of mind. Contact us today to learn more about our services and how we can assist you with your health and insurance needs.
Global Life Family Heritage
Global Life Family Heritage is an insurance agency located at 4023 North Armenia Avenue in Tampa, Florida. We specialize in providing comprehensive insurance coverage to protect your family's financial future. Our experienced agents are dedicated to helping you find the best policies to suit your needs and ensure peace of mind. Whether you are looking for life insurance, health insurance, or retirement planning, we are here to guide you every step of the way. Trust Global Life Family Heritage to safeguard your family's legacy for generations to come.
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.
PLG Law
Located at 3684 Tampa Road in Oldsmar, Florida, PLG Law is a trusted institution specializing in various legal areas such as corporate law, mergers and acquisitions, estate planning, elder law, and real estate. With a focus on providing tailored solutions and expert guidance, PLG Law serves as a reliable partner for individuals and businesses alike. The institution offers comprehensive legal services, including assistance with business establishment, contract negotiations, mergers and acquisitions, capital procurement, corporate governance, and daily operations. In the realm of elder law, PLG Law is a dedicated advocate for seniors, offering expertise in estate planning, asset allocation, and health and financial management.
Robert Sparks Attorneys
Robert Sparks Attorneys is a prestigious law firm located at 201 East Kennedy Boulevard in Tampa, Florida. Our team of experienced trial lawyers is dedicated to protecting families and victims in a variety of legal matters. With a combined experience of 100 years, our attorneys have backgrounds in prosecution, insurance defense, public defense, and law enforcement, giving us a unique perspective on handling cases. Our mission is to "GET SERIOUS" about your case, no matter the complexity or size. Whether you are facing a legal battle against a large insurance company or going through a difficult divorce, we are here to fight for your rights and ensure you receive fair treatment and a positive resolution.
Akel Law
Akel Law is an Estate Planning Law Office located at 14502 North Dale Mabry Highway in Tampa, Florida. The institution, led by Estate Planning Attorney Naseem, specializes in helping clients protect and manage their assets for when they pass on. With a focus on serving clients in Florida, particularly in the Tampa Bay area and surrounding cities, Akel Law offers a range of services including estate planning, healthcare directives, pre-need guardianship, and probate services. Planning for the future and ensuring a smooth transition of assets after one's passing is crucial, and Akel Law aims to provide clients with the necessary tools to achieve this. By creating comprehensive estate plans that eliminate the need for a lengthy court process (probate), clients can rest assured that their legacy will be passed on as intended.
J. Kelly Kennedy, Attorney/CPA, PLLC
J. Kelly Kennedy, Attorney/CPA, PLLC is a reputable institution located at 141 5th Street Northwest in Winter Haven, Florida, United States. Specializing in accounting, finance, and legal services, the institution offers expertise in estate planning, probate, business law, real estate transactions, and elder law. Established in 1991, the institution has been serving the local community with a global perspective. The late J. Kelly Kennedy founded the institution, and currently, Ms. Rignanese, a dedicated lady lawyer, continues the legacy. With offices in Winter Haven and Tampa, Florida, clients can easily access the institution for their legal and financial needs. Contact J. Kelly Kennedy, Attorney/CPA, PLLC at (863) 294-1114 or email LadyLawyerCynthia@gmail.com for more information.
The Greenberg Law Firm
The Greenberg Law Firm, located at 6820 West Linebaugh Avenue in Tampa, Florida, is a veteran-owned practice with over 100 years of collective experience. Specializing in estate planning and injury cases, our team of skilled attorneys is dedicated to serving all residents in the greater Tampa area. When it comes to estate planning, our expert attorneys can help ensure the future financial security of your loved ones. We offer customized estate plans tailored to your unique needs and goals, with comprehensive solutions to minimize tax liabilities, streamline asset distribution, and protect your legacy.
Sequoia Financial Group
Sequoia Financial Group, located at 1410 North Westshore Boulevard in Tampa, Florida, is a finance institution dedicated to serving clients across the wealth continuum. Our mission is to enrich lives by helping individuals and families advance their chosen future. We offer comprehensive financial planning, robust investment capabilities, and specialized wealth planning services to prioritize preserving your legacy. Our team of experienced advisors, investment experts, and Family Office specialists work together to provide personalized strategies and resources tailored to your unique needs and values. We understand the importance of aligning on values to sustain generational wealth and offer services such as family education, governance structuring, and estate planning.
KASE Wealth Advisors
KASE Wealth Advisors is a leading finance institution located at 4302 Henderson Boulevard in Tampa, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, KASE Wealth Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
The Walters Group - Morgan Stanley
The Walters Group, a division of Morgan Stanley, is a leading finance institution located at 4890 West Kennedy Boulevard in Tampa, Florida, United States. Specializing in investment management, wealth planning, and financial advisory services, The Walters Group strives to provide personalized and comprehensive financial solutions to individuals, families, and businesses. With a team of experienced professionals and a commitment to excellence, The Walters Group is dedicated to helping clients achieve their financial goals and secure their financial future.
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.
Brighton Jones
Brighton Jones is a leading finance institution located at 2202 North Westshore Boulevard in Tampa, Florida, United States. With a reputation for excellence and a commitment to personalized service, Brighton Jones offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is here to help you achieve your financial goals. Visit us today and see why Brighton Jones is the trusted choice for all your financial needs.
Summit Wealth Advisors
Summit Wealth Advisors is a leading finance institution located at 4830 West Kennedy Boulevard in Tampa, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships and providing expert guidance, Summit Wealth Advisors is committed to helping clients navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
AGW Capital Advisors
AGW Capital Advisors is a finance institution located at 511 West Bay Street in Tampa, Florida, United States. As a fiduciary, our sole focus is on delivering what truly matters to our clients. We strive to bring more certainty to your financial future by applying our expertise to your aspirations. Our core values of Confidence, Credibility, and Caring guide our business model, which is transparent and governed by the fiduciary standard. We offer an objective, fee-only approach to investments, proactive benchmarking on performance and fees, and active oversight by a multidisciplinary advisory board.
Singer Wealth
Singer Wealth is a finance institution located at 1515 South Federal Highway in Boca Raton, Florida, United States. Our vision is to help you achieve your financial dreams by providing innovative strategies tailored to your needs. With the Singer Wealth plan, we analyze your current financial situation and create a customized strategy to help you reach your goals. Join us for a complimentary consultation and receive a copy of Keith Singer's book, "The Life You Deserve." Take the Checklist Challenge to assess your retirement readiness and tune into the "Prosper!" radio show with Keith Singer for financial insights. Our main office is located in Boca Raton, with additional locations in Aventura, Tampa, West Palm Beach, Plantation, and other areas for your convenience. Contact us today to schedule a meeting or attend a seminar. Singer Wealth Advisors, LLC, offers investment advisory services, and insurance products are backed by the issuing carrier's claims-paying ability. Let us help you secure your financial future.
Dale Cebert - Private Wealth Advisor, Ameriprise Financial Services, LLC
Dale Cebert is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. If you're looking for a more confident financial future, schedule a complimentary initial consultation with Dale. Originally from Green Bay, WI, Dale now lives in Tampa with his wife and two children. He enjoys boating, sports, and spending time with his family. Please note that the initial consultation provides an overview of financial planning concepts and you will not receive written analysis or recommendations. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve investment risks. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dale Cebert may only conduct securities business with residents of states in which he is properly registered.
Michael Joeckel - Thrivent
Michael Joeckel - Thrivent is a finance institution located at 1307 West Fletcher Avenue in Tampa, Florida, United States. This institution is licensed in multiple states including CT, FL, GA, IL, IN, KY, MI, NC, TN, TX, and VA. Thrivent and its financial professionals offer advice and guidance through their 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 Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.
Apollon Wealth Management
Apollon Wealth Management is a prestigious finance institution located at 4016 Henderson Boulevard in Tampa, Florida, United States. With a team of experienced financial experts, Apollon Wealth Management offers a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Apollon Wealth Management provides personalized solutions tailored to each client's unique needs. Trust Apollon Wealth Management to guide you towards financial success and security.
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