Legacy planning in Winter Park, FL
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Kenneth B. Wheeler Wealth Legacy Attorneys
● ClosedKenneth B. Wheeler Wealth Legacy Attorneys is a boutique law firm located in Winter Park, Florida, specializing in WealthCare Law. With over 30 years of experience, our firm offers services such as wills and trusts planning, elder law, small business structuring, and more. We take a holistic approach to our practice, focusing on the big picture and the preservation of family assets. Our founder, Ken, is a former naval aviator and CatTier pilot, bringing a unique perspective to our firm. Protecting your family's legacy is our top priority. Visit us at 1155 Louisiana Avenue to learn more about how we can help you plan for the future.
1155 Louisiana Ave Ste 100, Winter Park, FL 32789, United States -
JGL Strategic Wealth Solutions - Ameriprise Financial Services, LLC
● ClosedJGL Strategic Wealth Solutions - Ameriprise Financial Services, LLC is a finance institution located at 101 South New York Avenue, Winter Park, Florida, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides one-to-one financial advice and exceptional client service. Ameriprise financial advisors are registered in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. They cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends or family members to help them achieve their financial goals. The institution follows strict privacy and security regulations to protect client information.
101 S New York Ave UNIT 210, Winter Park, FL 32789, United States -
Breed's Hill Wealth Management
● ClosedBreed's Hill Wealth Management is a premier finance institution located at 301 North Park Avenue in Winter Park, Florida, United States. We specialize in providing comprehensive wealth management services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced financial advisors offers personalized investment strategies and financial planning services tailored to each client's unique needs. At Breed's Hill Wealth Management, we are dedicated to helping our clients build and protect their wealth for generations to come.
301 N Park Ave a, Winter Park, FL 32789, United States -
Dr. Steven Choung MD - Jewett Orthopaedic Clinic
● ClosedDr. Steven Choung MD - Jewett Orthopaedic Clinic, located at 1285 North Orange Avenue in Winter Park, Florida, is a leading healthcare institution specializing in orthopedic care. This institution is a part of the Orlando Health Jewett Orthopedic Institute, which combines the expertise of the Jewett Orthopaedic Clinic and Orlando Health to provide top-notch orthopedic and sports medicine services in Central Florida. With a legacy of over 70 years in medical education, the orthopedic residency program at Orlando Health is ranked fourth in the United States. The institution treats over 250,000 patients annually, offering comprehensive care for various orthopedic conditions to help patients return to their active lifestyles.
1285 N Orange Ave, Winter Park, FL 32789, United States -
Your Caring Law Firm
● ClosedYour Caring Law Firm, located at 2323 Lee Road in Winter Park, Florida, is a specialized institution offering services in accounting, finance, and law. The firm is dedicated to guiding individuals through important decisions such as estate planning, asset protection, and probate proceedings. At Your Caring Law Firm, the team understands the emotional challenges that come with preparing for the future and passing down assets and values to loved ones. They offer personalized services tailored to each client's unique needs, whether they are a young family, a senior couple, or anyone in between.
2323 Lee Rd, Winter Park, FL 32789, United States -
Gierach and Gierach, P.A.
● OpenGierach and Gierach, P.A. is a law firm located at 1201 South Orlando Avenue in Winter Park, Florida. Specializing in estate planning and probate law, our team of experienced attorneys is dedicated to providing personalized and attentive legal services to each client. With over 43 years of experience, our lead attorney, John Gierach, helps clients create comprehensive estate plans to protect their loved ones and assets for the future. Whether you have a small or large estate, our team can assist you with drafting wills, trusts, powers of attorney, and other important legal documents. We also provide guidance on asset protection planning and estate tax planning to ensure your estate is preserved for future generations.
1201 S Orlando Ave #460, Winter Park, FL 32789, United States -
Laubach Ferrone Wealth Consulting Group - UBS Financial Services Inc.
● OpenThe Laubach Ferrone Wealth Consulting Group - UBS Financial Services Inc. is a renowned finance institution located at 201 North New York Avenue in Winter Park, Florida, United States. Specializing in providing comprehensive wealth management and financial consulting services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.
201 N New York Ave, Winter Park, FL 32789, United States -
Fimognari Financial
● ClosedFimognari Financial is a finance institution located at 1201 Orlando Avenue, Winter Park, Florida, United States. Specializing in financial planning and investment advisory services, Fimognari Financial, led by Financial Advisor Paul G Fimognari, aims to help individuals create a holistic financial plan for success in both the present and retirement. As a registered representative of NYLIFE Securities LLC and licensed to sell insurance through New York Life Insurance Company, Fimognari Financial provides services in various states including CA, FL, GA, KS, MO, NC, NY, and SC. With a focus on prioritizing and balancing retirement savings with family expenses, Fimognari Financial offers guidance to individuals nearing or in retirement to align their money and decisions towards a common goal. The institution emphasizes the importance of life insurance as a means to leave a legacy of love and financial security.
1201 Orlando Ave #320, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Jessica Reuss
● ClosedMerrill Lynch Financial Advisor Jessica Reuss is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and goals to help you achieve your financial aspirations. By engaging in one-on-one conversations, they aim to create personalized plans that align with your individual needs and desires. The institution offers a range of services, including wealth management, investment advice, and financial planning to help you pursue your life goals and plan for your legacy. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is committed to providing tailored solutions to help address your financial needs. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Jessica Reuss can assist you in making informed decisions to reach your financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch aims to help you achieve financial success and secure your future.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Avenues Wealth
● ClosedAvenues Wealth is a premier financial institution located at 311 West Fairbanks Avenue in Winter Park, Florida, United States. Specializing in wealth management and financial planning, our expert team is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Avenues Wealth is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Contact us today to learn more about how we can help you navigate the complexities of the financial world and pave the way for a prosperous future.
311 W Fairbanks Ave Suite 201, Winter Park, FL 32789, United States -
Paul Fimognari, Financial Advisor - Fimognari Financial
● OpenPaul Fimognari, Financial Advisor at Fimognari Financial, located at 1201 South Orlando Avenue in Winter Park, Florida, is dedicated to providing professional financial services through New York Life. With a focus on creating a legacy of love and financial security, Paul offers personalized financial planning and investment advisory services to clients in various states. Whether you are prioritizing retirement savings, balancing family expenses, or planning for your future, Paul can help you navigate the complex world of finance. As a registered representative of NYLIFE Securities LLC and licensed insurance agent with New York Life Insurance Company, Paul is equipped to assist individuals in states such as CA, FL, GA, KS, MO, NC, NY, and SC.
1201 S Orlando Ave Ste 320, Winter Park, FL 32789, United States -
Bank of America Private Client Advisor David C. Cross
● OpenBank of America Private Client Advisor David C. Cross, located at 250 South Park Avenue in Winter Park, Florida, offers personalized wealth management services to individuals, families, businesses, and institutions. Our team of experienced professionals is dedicated to building strong client relationships based on trust and personalized experiences. We take the time to listen and understand your unique needs and goals before creating customized strategies to help you achieve financial success now and in the future. With over 200 years of experience, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients navigate the complexities of managing significant wealth. Whether you are looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, our team is committed to making your goals our top priority.
250 S Park Ave, Winter Park, FL 32789, United States -
Matthew Pisera, Founder, Financial Adviser - Aether Financial Group, Llc
● OpenMatthew Pisera, the founder and financial adviser at Aether Financial Group, LLC, located at 147 East Lyman Avenue in Winter Park, Florida, is dedicated to providing professional advice and services to help individuals achieve financial success. With access to a wealth of information, it can be overwhelming to navigate the best options for your specific situation and goals. At Aether Financial Group, LLC, the team believes in understanding each client's unique needs and creating personalized plans to help them reach their financial objectives. Specializing in helping health-minded individuals achieve balance in all aspects of their lives, Aether Financial Group, LLC offers a range of solutions to protect assets, grow wealth, and leave lasting legacies. The team is committed to educating clients, providing honest feedback, and offering transparent advice to guide them in the right direction. Whether you have a specific financial need or require a comprehensive review of your financial situation, Aether Financial Group, LLC is there to help.
147 E Lyman Ave Suite E, Winter Park, FL 32789, United States -
Bank of America Private Client Advisor Kelly Gegerson
● OpenBank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
250 S Park Ave, Winter Park, FL 32789, United States -
Garrett M. Jones
● OpenGarrett M. Jones, located at 271 West Canton Avenue in Winter Park, Florida, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated service. We empower decision-making with expert guidance, offering seamless financial management for families and individuals, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies are aligned with your financial objectives, giving you access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we offer holistic and relevant advice, connecting you to our broader resources to create a comprehensive financial plan designed to grow with you on your wealth journey. Our services cater to various trusts, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.
271 W Canton Ave Suite 100, Winter Park, FL 32789, United States -
The Jones Connolly Pollock Group
● OpenThe Jones Connolly Pollock Group is a financial institution located at 271 West Canton Avenue in Winter Park, Florida, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions at every stage of wealth. We offer expert guidance to empower your decision making, seamless financial management for your family's future, and a full suite of financial solutions through our network. Our goal is to ensure stability for today and your family's future, while helping you invest intelligently in your community. We offer bespoke investment strategies aligned with your financial objectives, giving you access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources for objective, holistic advice. Our comprehensive services cater to individuals and institutions, offering solutions for trusts and fiduciary oversight.
271 W Canton Ave Suite 100, Winter Park, FL 32789, United States -
Phillip T. Dobbs
● OpenPhillip T. Dobbs is a finance institution located at 271 West Canton Avenue in Winter Park, Florida, United States. Our team is dedicated to helping clients navigate the complexities of wealth management, providing tailored solutions to meet individual needs at every stage of financial growth. From daily financial management to long-term planning, our expert advisors offer a comprehensive suite of services for individuals and institutions alike. With a focus on stability, growth, and community investment, we strive to empower our clients to make informed decisions and secure their financial future. As a part of the Rockefeller Capital Management network, we offer access to a wide range of traditional and alternative investments, as well as exclusive experiences through our curated lifestyle advisory partners. With a commitment to holistic financial planning and fiduciary oversight, we aim to support our clients in achieving their financial goals and leaving a lasting legacy for generations to come.
271 W Canton Ave Suite 100, Winter Park, FL 32789, United States -
Coatoam Wealth Management Group
● ClosedCoatoam 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.
700 W Morse Blvd Suite 101, Winter Park, FL 32789, United States
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