TOP 10 Legal strategy and planning in Florida
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Becker & Poliakoff PA
● ClosedBecker & Poliakoff PA is a prestigious institution located at 1001 3rd Avenue West in Bradenton, Florida, United States. With a team of experienced attorneys and a commitment to innovative thinking, we are dedicated to focusing on our clients and their unique needs. We strive to help our clients succeed by turning challenges into opportunities. Please note that sending an email through our website does not create an attorney-client relationship, and we advise against sharing confidential information through this platform.
1001 3rd Ave W, Bradenton, FL 34205, United States -
JT Law Firm
● ClosedJT Law Firm is a renowned national law firm located at 111 North Orange Avenue in Orlando, Florida. Specializing in property damage, personal injury, and immigration law, our team of experienced attorneys is licensed in Florida, New York, Texas, and New Jersey. With a strong reputation for winning cases, we are dedicated to fighting for justice on behalf of our clients. Our property damage lawyers have a proven track record of success in both commercial and residential claims. We offer premium legal representation and practical solutions tailored to the laws of Florida, Texas, New York, and New Jersey. With formidable strategies in and out of court, our team is committed to delivering the compensation and results you deserve.
111 N Orange Ave Suite 800, Orlando, FL 32801, United States -
Neil Jesani Advisors
● ClosedNeil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
1300 Sawgrass Corporate Pkwy #130, Sunrise, FL 33323, United States -
Halmon Law
● ClosedHalmon Law, located at 2801 West Busch Boulevard in Tampa, Florida, is a dedicated institution that aims to help individuals navigate through complex legal issues. Their team is committed to providing clients with personalized solutions and options that cater to their specific needs. With Halmon Law, clients can trust that they will be represented with integrity and diligence throughout the entire process. Contact them at (813) 838-7996 for assistance with your legal matters.
2801 W Busch Blvd Suite 200, Tampa, FL 33618, United States -
Strategic Benefits Group
● OpenStrategic Benefits Group, located at 3750 Northwest 87th Avenue in Doral, Florida, is a finance institution that focuses on helping individuals achieve their long-term financial objectives through strategic planning. Whether you are looking to save for your children's college education, protect your family, or secure your own retirement, having a solid financial strategy is key. The trained professionals at Strategic Benefits Group can assist you in identifying your financial needs and selecting the best insurance and financial products to help you reach your goals. Money can be personal and emotional, but it doesn't have to be scary. Understanding the connection between your day-to-day finances and your emotions can empower you to take control of your financial situation. With their expertise, Strategic Benefits Group can help you prepare for unexpected expenses, create a budget, and navigate financial decisions such as merging finances after marriage or handling finances during a divorce.
3750 NW 87th Ave #500, Doral, FL 33178, United States -
The Lexwerx Law Firm, LLC
● ClosedThe Lexwerx Law Firm, LLC is a strategic and experienced law firm located at 1550 West Cleveland Street in Tampa, Florida. Founded and led by Paul R. Ferreira, a decorated combat veteran, attorney, CPA, and certified fraud examiner with over 30 years of business experience, the firm specializes in providing legal support to committed owners of small businesses in Tampa Bay. Ideal clients for Lexwerx are small business owners with ten or more employees and annual revenues between $1 to $24 million, who are looking to grow and protect their business and family's well-being. While veteran-owned businesses or those with Department of Defense experience are welcome, it is not a requirement.
1550 W Cleveland St #8, Tampa, FL 33606, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 8840 Southwest 136th Street in Miami, Florida, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at the branch offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America's estate planning services. The branch is committed to client service and satisfaction, working closely with clients to understand their current financial situation and create long-term financial strategies. Through volunteerism and charitable outreach, the branch also supports the communities in which they live and work.
8840 SW 136th St, Miami, FL 33176, United States -
IVANOV LAW FIRM, PA
● OpenIVANOV LAW FIRM, PA is a reputable legal institution located at 4006 South MacDill Avenue in Tampa, Florida. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients in various areas of law, including personal injury, family law, immigration, and more. We pride ourselves on our commitment to excellence, professionalism, and personalized attention to each client's unique needs. Whether you are facing a legal challenge or seeking legal advice, IVANOV LAW FIRM, PA is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation.
4006 S MacDill Ave, Tampa, FL 33611, United States -
Merrill Lynch Financial Advisor William Sims
● ClosedMerrill Lynch Financial Advisor William Sims is a finance institution located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. At Merrill Lynch, managing your wealth begins with a comprehensive understanding of your financial situation and goals. William Sims can help create a flexible strategy tailored to today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. William Sims is dedicated to participating in the local community and volunteers with organizations to give back. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your financial advisor, William Sims focuses on what matters most to you, whether it's family, goals, or priorities that evolve over time.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Fleishel Financial
● ClosedFleishel Financial is a finance institution located at 12443 San Jose Boulevard, Jacksonville, Florida, United States. Our unique Clarity and Confidence for Life® process allows our clients to focus on what matters most in life, such as family, health, spirituality, career, or hobbies, by providing them with peace of mind about the future. We specialize in helping families, executives, and business owners reach their financial goals through personalized financial planning services. Our in-depth discovery session helps us understand your current financial situation, risks, opportunities, and goals, so we can create a customized strategy to help you achieve your dreams.
12443 San Jose Blvd STE 601, Jacksonville, FL 32223, United States -
NuVenture Financial Group
● ClosedNuVenture Financial Group, located in Jacksonville, Florida, is a finance institution dedicated to serving clients by promoting their financial well-being. Our team utilizes their unique abilities, talents, and life experiences to create custom strategies to help clients reach their retirement goals. Through our RP5 process, we analyze your current financial situation and provide personalized solutions. We offer investment advisory products and services through AE Wealth Management, LLC, and insurance products through NuVenture Financial Group. Our firm is not affiliated with the U.S. government or the federal Medicare Program. We do not provide tax or legal advice, and individuals should consult with a qualified professional before making any purchasing decisions. Contact us to schedule a meeting and start planning for your ideal retirement today.
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258, United States -
Merrill Lynch Financial Advisor Scott E Perry
● ClosedMerrill Lynch Financial Advisor Scott E Perry is a finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott E Perry can help create a personalized wealth management strategy tailored to your needs. Scott Perry follows the Merrill tradition of community involvement and volunteering in the local area. By using the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Through conversations and deep understanding of your financial aspirations, Scott Perry can help you pursue your financial objectives and make informed investment decisions. The institution provides tools to help you track changes in your life and financial goals, ensuring your financial approach is always up to date. The ultimate goal is to help you achieve your financial goals and secure your financial future. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to putting your needs first. The institution offers a range of financial services and resources to help you navigate the complexities of your financial life. Scott Perry is registered to do business in multiple states and holds the Certified Financial Planner certification. Keep in mind that investing involves risks and it's important to consult with legal and tax advisors before making any financial decisions.
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 4800 East Deer Lake Drive in Jacksonville, Florida, offers a range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their goals and financial situation. They collaborate with industry analysts and specialists to create tailored financial strategies designed to meet long-term objectives. The branch also actively participates in charitable outreach to support local communities and non-profit organizations.
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246, United States -
Keith L. Jones, CPA TheCPATaxProblemSolver
● OpenKeith L. Jones, CPA TheCPATaxProblemSolver is a renowned institution located at 13475 Atlantic Boulevard in Jacksonville, Florida, United States. Specializing in accounting, finance, and legal services, Keith L. Jones is an IRS Tax Resolution Expert dedicated to helping individuals resolve their tax issues and achieve financial freedom. With a focus on providing comprehensive services to secure the best tax relief available, Keith guides clients through the process of resolving back taxes and developing long-term financial health and smart tax planning strategies. As a former IRS Agent, Teaching Instructor, and Fox and ABC News Contributor, Keith brings a wealth of knowledge and expertise to his practice. Whether you're facing unpaid taxes, wage garnishment, tax liens, or past due tax returns, Keith L. Jones is here to help with solutions such as individual tax preparation and offers in compromise. With a virtual operation in place, clients can access tax relief services from the comfort of their homes, with flexible payment options available for convenience. Keith's commitment to his clients' success, combined with his professionalism, intelligence, and personable approach, make him a top choice for resolving tax issues and finding financial peace of mind. Contact Keith L. Jones, CPA TheCPATaxProblemSolver today to begin your journey towards resolving your tax problems and achieving financial security.
13475 Atlantic Blvd Unit 8 Suite M729, Jacksonville, FL 32225, United States -
F&L Law Group, P.A.
● ClosedF&L Law Group, P.A. is a trusted legal institution located at 5237 Summerlin Commons Boulevard in Fort Myers, Florida, United States. Specializing in a wide range of legal services including Bankruptcy Law, Estate Planning, Asset Protection, Business Formations, Business Compliance, Business Transactions, Consumer Protection, Personal Injury, and Gun Trusts, our team of partner attorneys boasts a combined 32 years of legal expertise. At F&L Law Group, we understand that every client's story is unique, which is why we tailor our legal strategies to fit your specific needs and circumstances. Our dedication to providing individualized counsel ensures that you receive the guidance best suited for your situation. We believe in building trust through open communication and unwavering ethical standards, ensuring that you are informed and confident at every step of the legal process.
5237 Summerlin Commons Blvd #229, Fort Myers, FL 33907, United States -
Safe Estate Solutions LLC
● OpenSafe Estate Solutions LLC is a leading finance institution located at 420 East Cowboy Way in LaBelle, Florida. With a strong focus on providing secure and reliable financial services, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Safe Estate Solutions LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind.
420 E Cowboy Way, LaBelle, FL 33935, United States -
The Larned Law Group PA
● ClosedThe Larned Law Group PA is a reputable institution located at 12734 Kenwood Lane in Fort Myers, Florida, United States. Specializing in real estate law, business law, estate planning, and probate matters, our experienced attorneys are dedicated to protecting your interests and guiding you through legal processes with compassion and diligence. Whether you are buying, selling, or leasing property, our Fort Myers real estate attorney will ensure that your transactions are completed smoothly and your interests are protected. In cases of property disputes, our real estate litigation attorney will aggressively defend your rights.
12734 Kenwood Ln, Fort Myers, FL 33907, United States -
Merrill Lynch Financial Advisor Stephen R Hancock
● ClosedMerrill Lynch Financial Advisor Stephen R Hancock is located at 26301 US Highway 19 North, Clearwater, Florida, United States. At Hancock Hudson Wealth Management, our team is dedicated to helping clients achieve their financial goals through personalized service and care. We work with you to design goals-based financial strategies tailored to your unique priorities and retirement goals. Our team, supported by the global resources of Merrill, is committed to helping you pursue a retirement that aligns with your life. Through meaningful conversations, we get to know what matters most to you and use that understanding to create a personalized plan that considers your risk tolerance, time horizons, liquidity needs, and financial situation. As your life and goals change, we provide tools to help you stay on track and make adjustments to your financial approach. Our team, comprised of talented individuals, is dedicated to building strong client relationships based on trust and personalized service. We offer a range of services including personalized or defined strategies managed by a Portfolio Manager, Merrill Personal Wealth Analysis™, and access to comprehensive financial solutions from Bank of America. We believe in putting you first and working with you to develop a wealth management approach for the future. Certified by the CFP Board, we provide investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and we do not provide legal, tax, or accounting advice. Contact us today to start building a customized investment approach that addresses your needs and helps you pursue your goals.
26301 US Hwy 19 N, Clearwater, FL 33761, United States -
Troy & Schwartz, LLC Law Firm
● ClosedTroy & Schwartz, LLC Law Firm is a reputable legal institution located in Miami, Florida. With a convenient address at 9415 Southwest 72nd Street, this law firm specializes in providing expert legal services to clients in need of professional representation. Their team of skilled lawyers is dedicated to delivering high-quality legal solutions in various practice areas. Whether you are facing a legal issue related to personal injury, family law, or business litigation, Troy & Schwartz, LLC Law Firm is committed to advocating for your rights and achieving the best possible outcome for your case. Trustworthy, experienced, and client-focused, this law firm is a top choice for individuals seeking reliable legal assistance in the Miami area.
9415 SW 72nd St #119, Miami, FL 33173, United States -
Shanell Foster - Thrivent
● ClosedShanell Foster - Thrivent is a finance institution located at 8461 Lake Worth Road, Lake Worth Beach, Florida, United States. Specializing in helping Business Owners and Professionals grow wealth for the future through tax-efficient strategies, Shanell Foster offers thoughtful and comprehensive guidance to help clients achieve their financial goals while caring for their business and family. With licenses in multiple states, including AL, CT, FL, GA, IL, MA, NC, NJ, NY, OH, SC, TN, and WA, Thrivent has over 100 years of experience in the Financial Services Industry. Thrivent provides solutions in areas such as Retirement Savings and Planning, Business Continuation Planning, Risk Management & Insurance Planning, Tax Planning, Legacy and Charitable Planning, and College Savings and Education Funding Strategies. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorneys and tax professionals.
8461 Lake Worth Rd Ste 162, Lake Worth Beach, FL 33467, United States -
Riddick & Co Entreprenuial Finance
● ClosedRiddick & Co Entrepreneurial Finance is a modern financial advisory firm located at 4905 Southwest 61st Drive, Palm City, Florida, United States. Specializing in personalized financial advice for entrepreneurs and executives, we understand the complexities of managing wealth, especially when businesses are a large part of your assets. Our firm utilizes digital technologies for virtual meetings and electronic access to documents, while still providing the personal relationship you deserve with your financial advisor. Our fiduciary level advice is tailored to your specific financial situation, taking into account factors such as business structure, tax situations, family wealth planning, and more.
4905 SW 61st Dr, Palm City, FL 34990, United States -
Coastal Wealth - Stuart
● ClosedCoastal Wealth - Stuart is a premier financial solutions firm located at 759 Southwest Federal Highway in Stuart, Florida, United States. We are known as the most innovative, collaborative, and trusted financial solutions firm in the nation. Our team is committed to unwavering integrity, transparency, and ethical conduct, while embracing diversity and fostering an inclusive environment for unparalleled financial expertise. At Coastal Wealth, we offer tailored, comprehensive financial plans, meticulously crafted investment strategies, and strategic tax planning to align with your unique goals. Our dedicated team delivers comprehensive financial services that surpass individual capabilities, guided by responsibility, trust, and a commitment to excellence. Our mission is to navigate opportunities and redefine what is possible for our clients, pushing boundaries and unlocking new horizons. We strive to uphold the highest standards of excellence, transparency, and integrity in all that we do. Additionally, we are dedicated to supporting local charitable and civic organizations to make a positive impact on our community and the world.
759 SW Federal Hwy #319, Stuart, FL 34994, United States -
Merrill Lynch Financial Advisor Sandra Carter
● Closedsale of any security or investment strategy. Clients should consult their own legal and tax advisors before making any financial decisions. Merrill Lynch Financial Advisor Sandra Carter is dedicated to helping clients manage their wealth and achieve their financial goals. Located at 222 Lakeview Avenue in West Palm Beach, Florida, Sandra offers personalized wealth management strategies tailored to each client's unique needs and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Sandra can help clients navigate the complexities of the financial markets and make informed decisions about their finances. By listening carefully to each client's goals and aspirations, Sandra works to develop a customized plan designed to help them pursue their dreams and build a secure financial future. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Sandra is committed to providing expert guidance and support every step of the way. Contact Merrill Lynch Financial Advisor Sandra Carter today to start planning for a brighter financial future.
222 Lakeview Ave Suite 1300, West Palm Beach, FL 33401, United States -
Sarah Davis - Thrivent
● ClosedLocated at 725 North Highway A1A in Jupiter, Florida, Sarah Davis - Thrivent is a finance institution dedicated to helping clients achieve financial tranquility. With a team of experienced professionals, we offer wealth management services that include tax analysis, planning timelines, investment strategies, and estate planning. Our goal is to understand what is important to you and create a plan that will have a positive impact for generations to come. Licensed in multiple states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Illinois, Kentucky, Louisiana, Massachusetts, Maine, Michigan, Minnesota, North Carolina, North Dakota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia, we provide advice and guidance through our Financial Planning Framework. Our services include Dedicated Planning Services for clients looking for more in-depth recommendations.
725 N Hwy A1A STE E201, Jupiter, FL 33477, United States -
Merrill Lynch Financial Advisor Justin Robertson
● ClosedMerrill Lynch Financial Advisor Justin Robertson is a finance institution located at 900 U.S. 1, Jupiter, Florida, United States. Justin Robertson helps clients manage their wealth by creating personalized strategies tailored to their financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, he offers a comprehensive approach to wealth management. Justin is dedicated to understanding his clients' needs and aspirations, working to design and implement plans that help them pursue their financial goals while managing investment risk. Justin follows the Merrill tradition of community involvement, volunteering with local organizations. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. By engaging in conversations and understanding clients' investment preferences through the Investment Personality Assessment, Justin customizes financial approaches to align with what matters most to each individual. As life and goals change, Justin helps clients stay on track by regularly reviewing and adjusting their financial strategies.
900 US-1 Suite 400, Jupiter, FL 33477, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 900 U.S. 1 in Jupiter, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. With a team of experienced advisors, Merrill Lynch offers tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. Committed to client service, the branch emphasizes understanding each client's goals and collaborating on long-term financial strategies. Through volunteerism and charitable outreach, Merrill Lynch supports local communities and non-profit organizations. As a Merrill client, you will have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm. Merrill Lynch has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their financial goals. Whether you are just starting your career or looking to become a financial advisor, Merrill Lynch provides professional training, mentoring, and technology to support your growth. With a wide range of technology, intellectual capital, and marketing resources, Merrill Lynch aims to enhance client relationships and help advisors build successful businesses. Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. It is important to consult with your advisors before making any financial decisions.
900 US-1 Suite 400, Jupiter, FL 33477, United States -
PJP Capital, LLC
● OpenPJP Capital, LLC is a finance institution located at 55 Southeast 2nd Avenue, Delray Beach, Florida, United States. Discover how our services can help you achieve your business goals. Please note that PJP Capital is not a registered broker dealer, investment adviser, or investment manager. We do not offer securities or provide investment, legal, or tax advice. Loans are subject to lender approval and are not consumer loans. Depending on your business location and loan attributes, your loan may be issued by a State-Chartered Industrial Bank, Member FDIC. PJP Capital does not operate in the state of Vermont. We offer equal opportunities for all businesses and do not discriminate based on race, creed, color, sexual orientation, age, gender, or military status. PJP Capital, LLC is an equal opportunity employer.
Parking lot, 55 SE 2nd Ave #120, Delray Beach, FL 33444, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 249 Royal Palm Way in Palm Beach, Florida, is a finance institution that offers a range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies based on their wealth management knowledge and expertise. They can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. The branch also prioritizes community involvement through volunteerism and charitable outreach.
249 Royal Palm Way, Palm Beach, FL 33480, United States -
Melamed & Karp
● OpenMelamed & Karp is a reputable accounting and finance institution located at 12466 West Atlantic Boulevard in Coral Springs, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Melamed & Karp is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, investments, or retirement planning, you can trust Melamed & Karp to provide expert guidance and personalized solutions.
12466 W Atlantic Blvd, Coral Springs, FL 33071, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 3301 North University Drive, Coral Springs, Florida, United States. The branch offers personalized financial strategies and guidance for individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment advice, the advisors at Merrill Lynch are dedicated to helping clients achieve their long-term financial goals. Additionally, the branch is actively involved in supporting local communities through volunteerism and charitable outreach. As a client of Merrill Lynch, you have access to industry-skilled advisors, investing insights, and a range of wealth management services to help you navigate market fluctuations and achieve your financial objectives. Whether you are a seasoned professional or considering a career as a financial advisor, Merrill Lynch provides training, mentoring, and technology to support your growth and success. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.
3301 N University Dr, Coral Springs, FL 33065, United States
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