TOP 10 Legal strategy and planning in Florida

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Messer Strickler, LTD is a boutique legal institution located in Jacksonville, Florida, United States. We understand that your needs are unique, which is why we provide personalized legal representation tailored to your specific goals. Our team is dedicated to offering individual attention, creative problem-solving, and a commitment to meeting your needs. We take the time to listen to your concerns and craft a customized plan to help your business succeed in today's ever-changing legal landscape. Our cutting-edge approach focuses on efficiency and results, allowing us to consistently deliver exceptional outcomes for our clients. We are not afraid to think outside the box and find innovative solutions to complex legal issues. With our extensive experience in heavily regulated industries, we can help you navigate legal challenges and develop proactive strategies to manage risk and maximize your potential.

Merrill Lynch Financial Advisor Justin S Lumiere is a finance institution located at 1 Town Center Road, Boca Raton, Florida, United States. Justin Lumiere advises individuals, families, trusts, and foundations on key aspects of investment management needs such as Accumulation, Preservation, Income, and Multi-Generational Transfer. With years of experience in the financial industry, Justin has been quoted in leading financial media outlets and has a strong background in Equity Research and Institutional Trading. He holds an MBA in Analytic Finance and is fluent in both English and French. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding clients' aspirations and priorities, offering personalized investment strategies and comprehensive financial solutions. With a commitment to helping clients achieve their financial goals, Justin Lumiere and his team provide ongoing support, advice, and updates to ensure clients stay on track. The institution emphasizes the importance of understanding clients' needs and priorities to create a financial approach that reflects their unique situation. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Justin Lumiere is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making financial decisions.

Merrill Lynch Financial Advisor James Carlson is a finance institution located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. The institution is dedicated to understanding the priorities of each client and providing personalized financial guidance with a focus on excellent client service. With access to the investment insights of Merrill and banking solutions from Bank of America, James Carlson helps design, implement, and track customized wealth management strategies to turn clients' goals into reality. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By getting to know clients personally, the institution aims to create financial approaches that reflect their unique needs, priorities, and financial situations. With a focus on helping clients achieve their goals, James Carlson provides advice and guidance on various financial matters, from retirement planning to funding children's education. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial lives. James Carlson is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Please note that investing involves risk, and clients should consult their legal and/or tax advisors before making any financial decisions.

Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors 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. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.

Williams & Associates is a reputable accounting and finance institution located at 9695 West Broward Boulevard in Plantation, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, Williams & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

Merrill Lynch Financial Advisor Andres J. Leon is located at 701 Brickell Avenue in Miami, Florida, United States. As a finance institution, our focus is on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Our Merrill Personal Wealth Analysis™ can help us build a personalized plan centered on your goals. With a mission to understand you and what matters most, we ask thoughtful questions and listen carefully to where your wealth stands today and where you want it to be tomorrow. Our approach is to focus on potential solutions that can help turn your goals into reality, whether it's managing future health care expenses, planning for college, or passing wealth to future generations. We believe in personalized plans that help you manage, grow, and preserve your wealth today and for years to come.

USA Gestiones, LLC is a finance institution located at 990 Biscayne Boulevard, Miami, Florida, United States. We successfully execute all the necessary and mandatory procedures to register your company, including domiciliation in our offices, registered agent, tax identification number, and more. With the most competitive prices, the best team, and top-notch facilities, we are your trusted company to expand your horizons in the United States. Our mission at USA Gestiones is to facilitate the procedures that a company or client may need in the United States. Our services range from creating or expanding your company to making high-yield investments in various sectors such as importation, transportation, large real estate projects, American companies, start-ups, and more.

Propel Wealth Management, located at 4000 Hollywood Boulevard in Hollywood, Florida, is a finance institution that understands the unique needs and goals of each client. They offer personalized attention and proactive strategies to help clients achieve their financial objectives. With a focus on intelligent advising and long-term investment success, Propel Wealth Management stands out as a leader in wealth management services. Their comprehensive approach includes investment management, financial advice, tax guidance, estate planning, legal assistance, and handling complex financial issues. The experienced staff at Propel Wealth Management is dedicated to providing efficient and knowledgeable service, helping clients navigate through various financial challenges and opportunities.

Kensington Financial Associates is a finance institution located at 2980 Northeast 207th Street, Aventura, Florida, United States. They specialize in providing access to the equity in your life insurance policy without the need for a credit check. With competitive loan rates and minimal monthly interest payments, they offer financing based on your current life insurance policy cash value. This interest due amount may also be tax deductible, providing a lower net cost. Their quotation request allows you to compare available offers and does not imply entering into a legally binding contract. A Kensington representative will reach out to you to discuss your options. Please note that Kensington Financial Group does not provide legal, tax, or accounting advice, and you should seek independent advice based on your specific circumstances.

Expert Center LLC is a leading investment business consulting firm based in North Miami Beach, Florida. With a team of experienced finance and legal professionals, we provide expert guidance and support to clients looking to navigate the complex world of investments and business transactions. Our services include investment analysis, risk management, legal compliance, and strategic planning. Whether you are a seasoned investor or a first-time entrepreneur, our team is here to help you achieve your financial goals. Visit us at 1990 Northeast 163rd Street to learn more about how Expert Center LLC can help you succeed in the world of finance and business.

Merrill Lynch Financial Advisor Cezar Minozzo is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Specializing in managing wealth, Cezar Minozzo offers personalized wealth management strategies tailored to your financial goals and priorities. By providing access to Merrill's investment insights and Bank of America's banking solutions, Cezar Minozzo can help you navigate today's changing market conditions. With a focus on community involvement and volunteering, Cezar Minozzo follows the Merrill tradition of serving the communities they operate in. By conducting a Merrill Personal Wealth Analysis™, Cezar Minozzo can create a personalized financial plan centered around your aspirations and objectives. Through ongoing conversations and assessments, Cezar Minozzo aims to help you make informed investment decisions and trade-offs to achieve your meaningful goals. With a deep understanding of your investment personality and preferences, Cezar Minozzo can customize a financial approach that aligns with what matters most to you. By regularly reviewing and adjusting your financial strategy, Cezar Minozzo ensures that your plan reflects changes in your life and goals. Committed to prioritizing your financial well-being, Cezar Minozzo works with you to design and implement a personalized plan that manages investment risk while pursuing your financial goals. With a focus on building a dedicated one-on-one relationship, Cezar Minozzo provides comprehensive financial solutions tailored to your individual needs. As a Merrill Lynch Wealth Management Advisor, Cezar Minozzo is registered to do business in multiple states and holds the CPWA® certification. Remember, investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Let Cezar Minozzo help you achieve your financial goals and live your best financial life.

Merrill Lynch Wealth Management, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to client service and community involvement, supporting various charitable initiatives. With a focus on understanding clients' goals and needs, Merrill Lynch Wealth Management aims to help clients achieve their financial and life objectives. Their advisors receive ongoing professional training and mentoring to provide tailored investment approaches and wealth management advice. Merrill Lynch has been training financial advisors since 1946, offering expertise in assisting clients with their unique financial goals. It's important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services, with a focus on building strong client relationships and business growth.

SFL Mobile Tax Resolution is a financial institution located at 221 West Hallandale Beach Boulevard in Hallandale Beach, Florida, United States. Specializing in accounting and finance, our team of tax professionals is dedicated to helping individuals and families navigate the complex world of taxes and finances. With the assistance of virtual software, it's easy to overlook deductions and credits. That's why our experts are here to provide personalized consultation and planning to help you legally reduce your tax liability. Our goal is to empower you with the knowledge and strategies needed to keep your books up to date and make informed financial decisions.

MARTINEZ-MIRELES GROUP LLC is a finance institution located at 318 John Young Parkway, Kissimmee, Florida, United States. Specializing in the preparation of legal immigration forms, their office at 5323 Millenia Lakes Boulevard, Suite 300, Orlando, Florida 32839, United States, offers self-help services at your specific direction. They can assist you in completing legal forms if you are representing yourself in legal matters. However, they are not a law firm, do not provide legal advice, and recommend seeking competent legal advice for complex legal issues. Their services include populating legal forms based on the answers you provide, ensuring accuracy, spelling, and grammar. Contact them for a free phone consultation to discuss your options and create a plan of action. Their expertise lies in immigration form preparation, understanding that each case is unique and requires careful attention. Please note that using their website or communicating with them does not establish an attorney/client relationship.

Merrill Lynch Financial Advisor Debra J Reyle is located at 34990 Emerald Coast Parkway in Destin, Florida, United States. Specializing in finance, Debra can help create a personalized wealth management strategy tailored to your individual financial goals and needs. By utilizing the investment insights of Merrill and the banking solutions of Bank of America, Debra can assist you in navigating today's changing market conditions. Debra believes in the importance of community involvement and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, she can help you build a personalized financial plan centered around your goals. By understanding your unique investment personality and preferences, Debra can customize a financial approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Joseph Weston is a finance institution located at 9231 Cortez Boulevard, Spring Hill, Florida, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors focus on understanding your family, goals, and priorities, adapting to changes over time. They provide access to investment insights, trust and fiduciary services through Bank of America Private Bank, and banking convenience. The institution offers personalized wealth management plans tailored to your unique goals and priorities, regularly reviewing and adjusting as needed. By understanding your priorities, they can help you build a personalized plan rooted in the complexities of your life. The advisors use the Investment Personality Assessment to customize your financial approach and help you pursue what matters most to you. They also offer tools like Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. With ongoing check-ins and adjustments, the advisors help you stay on track to achieve your goals. Merrill Lynch Wealth Management Advisors are committed to helping you navigate the financial complexities of life and build a customized investment approach to address your needs and pursue your goals. With a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Get the latest investment insights, tips, and strategies to help you live your best financial life. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions.

Merrill Lynch Financial Advisor Ricky T Barlow is located at 9231 Cortez Boulevard, Spring Hill, Florida, United States. This finance institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. They offer a wide range of services including custom investment strategies, access to Merrill model portfolios and third-party investment strategies, as well as banking products and services provided by Bank of America, N.A. Their team of talented and experienced individuals, supported by the global resources of Merrill, is committed to understanding the latest trends, risks, and potential opportunities in order to help clients achieve their financial goals. They prioritize getting to know each client personally, understanding their family, goals, and priorities, and developing a personalized wealth management plan designed to address their specific needs.

Derek Ifasi, CFS, CRPC, APMA is a finance institution located at 5331 Primrose Lake Circle, Tampa, Florida, United States. We specialize in helping clients achieve their dream retirement without financial stress and deathbed regrets. Our trademarked Retirement DIET Plan™ process is designed to remove financial stress so that clients can truly live every day with possibility. We offer a ton of value during our connection calls, regardless if we end up working together or not. Our team is committed to guiding you through every step so that you can achieve your dream retirement with the smallest amount of effort. Schedule a connection call today to learn more about our process and how we can assist you in developing a Retirement DIET Plan tailored to your financial needs. Please note that we do not provide legal or tax advice, and it is recommended to consult with a qualified professional before implementing any strategy. Annuity guarantees rely on the financial strength of the issuing insurer, and fixed insurance products are not offered by RetireSharp Wealth Management, LLC.

CRGO Law, located at 12161 Ken Adams Way in Wellington, Florida, is a law firm dedicated to helping clients develop and protect assets for building enterprises that generate value. With a focus on three key practice areas, CRGO Law assists clients in creating and managing lasting businesses. The firm offers innovative entity structure, funding, and exit transaction advice, as well as personalized corporate financing and equity incentive plans through their TEQuity™ Services Collection. The experienced attorneys at CRGO Law understand the challenges of launching and financing startups, protecting brand assets, and scaling operations. They have over 40 years of combined experience in helping clients make confident business decisions and execute successful debt, equity, and IP portfolio development and licensing transactions. The firm offers copyright and trademark application filing and prosecution, corporate formation, exempt securities transaction offerings, and other legal services on a flat fee basis.

Jeffery Albright - Thrivent is a finance institution located at 354 North Highland Street in Mount Dora, Florida, United States. Specializing in providing Good Christian Financial Guidance, Jeffery believes that everyone should have a financial strategy. Licensed in multiple states, including FL, GA, KS, MI, MS, NC, NY, OH, OR, TN, WA, and WI, Jeffery is dedicated to helping clients gain control over their finances, minimize tax burdens, and expand their legacy. Located just outside of downtown Mount Dora, Jeffery offers complimentary meetings at his office, virtually over Zoom, or at the client's house. By discussing goals and dreams, he helps clients create a financial plan tailored to their needs. Whether you have lifelong dreams or financial questions, Jeffery is available to provide guidance on your next steps.

Law Practice Consultants, LLC is a trusted institution located at 110 Lanitee Circle in Jupiter, Florida. Our team of experienced consultants specializes in providing expert guidance and support to law firms looking to improve their practices and operations. From strategic planning and business development to workflow optimization and staff training, we offer a comprehensive range of services tailored to meet the unique needs of each client. With a proven track record of success, Law Practice Consultants, LLC is committed to helping law firms achieve their goals and maximize their potential. Contact us today to learn more about how we can help your firm thrive.

Terald Shaw - Thrivent is a financial institution located at 9100 Conroy Windermere Road in Windermere, Florida, United States. Licensed in multiple states including FL, IL, IN, MI, NC, NE, OH, and TX, we specialize in creating personalized financial plans tailored to each individual's unique goals and needs. Our approach focuses on getting to know our clients on a personal level before discussing numbers, allowing us to build fully custom financial strategies. From protecting valuable assets to planning for retirement, education, and important purchases, we help our clients build a solid foundation for their financial future. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. For more information on our services and licensed financial advisors, visit Thrivent.com.

Merrill Lynch Financial Advisor Carina Gerscovich Borkon is a finance institution located at 4705 South Apopka Vineland Road, Orlando, Florida, United States. Every relationship at this institution begins with a conversation to help identify and prioritize your goals. They believe in achieving financial success by making investment decisions that align with your personal goals. Through an Investment Personality Assessment, they tailor their financial approach to meet your individual needs. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains relevant. Their mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you pursue your financial goals while managing investment risk. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services including personalized investment strategies and comprehensive financial solutions. The institution provides the latest investment insights, tips, and strategies to help you achieve your financial goals. Please note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice.

Paul 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.

Millman Law Group, PLLC is a reputable law firm located in Boca Raton, Florida, United States. Specializing in various areas of law, the experienced team at Millman Law Group is dedicated to providing top-notch legal services to their clients. From personal injury and family law to business and real estate law, the lawyers at Millman Law Group have the knowledge and expertise to handle a wide range of legal matters. With a commitment to professionalism and client satisfaction, Millman Law Group, PLLC is a trusted choice for individuals and businesses seeking legal representation in the Boca Raton area.

Merrill Lynch Financial Advisor Glenn S Rodriguez, located at 250 International Parkway, Lake Mary, Florida, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. The team believes in a personalized approach, starting with understanding each client's unique investment personality and individual goals. By developing a customized financial strategy, they aim to help clients manage, grow, and preserve their wealth while considering future aspirations such as healthcare expenses, education costs, business transactions, and generational wealth transfer. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Glenn S Rodriguez works closely with clients to create a plan tailored to their specific needs. Through the Investment Personality Assessment and ongoing conversations, they strive to stay informed about changes in clients' lives and financial markets, adjusting the approach as needed to help clients achieve their goals.

Jerry Reimer - Thrivent is a finance institution located at 945 Tidewater Shores Loop in Bradenton, Florida, United States. Licensing for the institution can be obtained through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent provides financial advice and guidance through its 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 its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Merrill Lynch Financial Advisor David E Cohen is a finance institution located at 1401 Manatee Avenue West, Bradenton, Florida, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Their focus is on understanding what matters most to you - your family, goals, and priorities - and adapting to your changing needs over time. Through conversations and the Investment Personality Assessment, they tailor a financial approach to help you pursue your meaningful goals, whether it's retirement planning, saving for a home, or funding education. The Cohen Wealth Management Group offers personalized family wealth management services to affluent individuals and families, with strategies for asset management, tax minimization, and generational wealth transfer. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while regular check-ins ensure your financial approach reflects your evolving life and market changes. With access to Merrill's investment insights and Bank of America's banking solutions, they craft strategies to address your financial needs and help you achieve your goals. As Merrill Lynch Wealth Management Advisors, they provide personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Certified Financial Planner Board of Standards, Inc. and Chartered Retirement Planning Counselor™ certifications ensure the highest level of expertise in financial planning. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Let Merrill Lynch Financial Advisor David E Cohen help you create a financial approach that reflects your unique needs and priorities, so you can achieve your goals.

Marilyn Vazquez - TD Wealth Relationship Manager is a finance institution located at 2405 South Orange Avenue, Orlando, Florida, United States. As part of TD Wealth, clients have access to a wide range of banking, lending, investment, and trust services through TD Bank. With over 175 Advisors ready to connect with clients, TD Wealth provides personalized financial solutions tailored to individual needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. TD Investment Services (US) offers non-bank products and services, while TD Automated Investing and TD Automated Investing Plus are digital platform offerings. High Net Worth and TD Investment Services (US) provide fully managed account options. Epoch Investment Partners, Inc. is a registered investment adviser that offers investment management services to TD Wealth clients. TD Wealth Management Services Inc., an insurance agency, also offers insurance products. Please read the Legal Disclaimers for more information.

Paoerhouse Financial Group is a finance institution located at 495 North Keller Road, Maitland, Florida, United States. They partner with clients to design personalized financial plans that fit their lifestyle, offering valuable insight and knowledge to empower them to make informed decisions. The team at Paoerhouse constantly pursues education to provide elevated understanding of the financial world. With team members like Alexa Sider Pao, Tony Pao, and office manager Alisha JnBaptiste, they offer a collaborative approach to financial planning. Additionally, their furry office companion, Bella Pao, brings joy and stress relief to the office environment. Alexa and Tony are licensed to sell insurance through New York Life Insurance Company and offer investment advisory services through Eagle Strategies, LLC. They are also registered representatives of NYLIFE Securities LLC. Paoerhouse Financial Group does not provide tax, legal, or accounting advice and is not owned by New York Life Insurance Company. Alexa Pao is a Member Agent of the Nautilus Group®, a service of New York Life Insurance Company.