Professional estate planning in Ponte Vedra Beach, FL
16 results found
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Raymond J D'Agostino Jr. - Morgan Stanley
● OpenRaymond J D'Agostino Jr. - Morgan Stanley is a renowned finance institution located at 50 A1A North in Ponte Vedra Beach, Florida, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to ensure the success and security of their clients' investments. Trust Raymond J D'Agostino Jr. - Morgan Stanley for all your financial needs.
50 A1A N Ste 112, Ponte Vedra Beach, FL 32082, United States -
Kevin A. Raudt, P.A.
● OpenKevin A. Raudt, P.A. is a reputable law firm located at 2108 Sawgrass Village Drive in Ponte Vedra Beach, Florida. Specializing in various areas of law, Kevin A. Raudt and his team provide expert legal advice and representation to clients in need. With a commitment to professionalism and excellent client service, this institution is dedicated to achieving the best possible outcomes for their clients. Whether you are seeking legal assistance for personal injury, family law, or estate planning matters, Kevin A. Raudt, P.A. is here to help. Contact them today to schedule a consultation.
2108 Sawgrass Village Dr, Ponte Vedra Beach, FL 32082, United States -
Rock Solid Law & Title
● OpenRock Solid Law & Title is a trusted institution located in Ponte Vedra Beach, Florida, specializing in business law, real estate, estate planning, and probate and trust administration. Founded by attorney John Miller, known as "The Legal Lifeguards of the Jacksonville Beaches", the firm has been providing expert guidance to clients for over 30 years. Whether it's helping families preserve their wealth and legacy, assisting businesses as outside general counsel, or facilitating smooth real estate transactions, Rock Solid Law & Title is committed to excellence and professionalism. Named one of the fastest growing law firms in Florida and the United States, the firm prides itself on its dedication to the local community.
220 Ponte Vedra Park Dr Suite 280, Ponte Vedra Beach, FL 32082, United States -
MAI Capital Management
● OpenMAI Capital Management is a premier finance institution located at 820 Florida A1A in Ponte Vedra Beach, Florida, United States. With a reputation for excellence in financial management, MAI Capital Management offers a range of services to help clients achieve their financial goals. From investment planning to wealth management, our team of experts is dedicated to providing personalized solutions tailored to each client's unique needs. Trust MAI Capital Management to guide you towards financial success and security.
820 Florida A1A Suite E4, Ponte Vedra Beach, FL 32082, United States -
IM-Financial
● ClosedIM-Financial is a premier financial institution located at 2209 Sawgrass Village Drive in Ponte Vedra Beach, Florida. Specializing in a wide range of financial services, IM-Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, IM-Financial is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
2209 Sawgrass Village Dr, Ponte Vedra Beach, FL 32082, United States -
O'Meara Financial Group
● OpenO'Meara Financial Group is a reputable finance institution located at 137 Deer Haven Drive in Ponte Vedra Beach, Florida, United States. With a strong track record of providing comprehensive financial services, O'Meara Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized financial planning, investment management, retirement planning, and insurance solutions tailored to meet the unique needs of each client. Trust O'Meara Financial Group to provide expert guidance and support in navigating the complex world of finance.
137 Deer Haven Dr, Ponte Vedra Beach, FL 32082, United States -
Abel Wealth Management, LLC.
● OpenAbel Wealth Management, LLC. is a finance institution located at 4400 Marsh Landing Boulevard in Ponte Vedra Beach, Florida, United States. Since 2003, we have been helping clients create programs and portfolios to meet their long-term financial goals. Our team of credentialed professionals is here to assist with investments, taxes, retirement, and estate planning. We start by clarifying our fee structure, analyzing your goals, and recommending an investment strategy based on your risk tolerance. Our team is committed to ethics and integrity, providing unbiased recommendations and impartial guidance. Our services include professional investment advice, personalized investment strategies, and risk management strategies to help you navigate life's unforeseen circumstances. We offer comprehensive financial analysis to help you identify a clear path to a prosperous future for you and your loved ones. Our team includes a Chartered Retirement Planning Counselor (CRPC®) to provide specialized retirement planning services.
4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082, United States -
Merrill Lynch Financial Advisor Jonathan Adamski
● Openn, big or small, Merrill Lynch Financial Advisor Jonathan Adamski is here to help. Located at 50 North Laura Street in Jacksonville, Florida, our institution takes pride in getting to know each client personally to develop a customized financial strategy that aligns with their individual goals and priorities. Our team collaborates with clients to understand their primary financial goals, risk tolerance, and time horizons, providing guidance and resources to help them pursue their most meaningful objectives. Whether you are focused on wealth accumulation, preservation, or transferring assets to the next generation, we are committed to assisting you at every stage of your financial journey.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Mary Romaine - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary Romaine is a Financial Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. Mary holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mary's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Mary is dedicated to providing comprehensive and personalized financial advice to individuals and businesses, ensuring they achieve their financial goals and secure their financial future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael Ferreira is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 220 Nocatee Village Drive in Ponte Vedra Beach, Florida, United States. With a focus on finance, Michael Ferreira holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael Ferreira's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor® (CFMA®), Michael Ferreira is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuing education, Michael Ferreira provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their future.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 220 Nocatee Village Drive, Ponte Vedra Beach, Florida, United States. The institution offers a wide range of financial services and is known for its team of highly qualified professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution is committed to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, professionalism, and expertise, Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner for all your financial needs.
220 Nocatee Village Drive, Ponte Vedra Beach, FL 32081, United States -
Raymond Chase, CFP, CRPC, CEPA - UBS Financial Services Inc.
● OpenRaymond Chase, CFP, CRPC, CEPA - UBS Financial Services Inc. is a finance institution located at 816 Florida A1A in Ponte Vedra Beach, Florida, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in wealth management, retirement planning, and estate planning, they provide personalized solutions to meet each client's unique needs. As a part of UBS Financial Services Inc., they have access to a wide range of resources and tools to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Raymond Chase and his team are dedicated to helping you succeed financially.
816 Florida A1A North, Ponte Vedra Beach, FL 32082, United States -
Bank of America Private Client Advisor Robert C Manners
● OpenBank of America Private Client Advisor Robert C Manners, located at 824 A1A North in Ponte Vedra Beach, Florida, is a finance institution that specializes in providing wealth management services to ultra-high-net-worth individuals, families, and non-profit organizations. As a Senior Vice President and Private Client Advisor, Robert Manners works closely with clients to help them manage their wealth, address risks, and achieve their financial goals in a thoughtful and strategic manner. With expertise in advising clients with unique needs such as hedge funds, private equity, and endowment funds, Robert also has extensive experience working with real estate professionals, corporate executives, entrepreneurs, and art collectors. Leading a dedicated team within the Private Bank, Robert offers personalized strategies for investment management, philanthropy, trust and estate planning, as well as customized credit and lending solutions. He takes the time to understand each client's priorities, values, and goals, tailoring his approach to their individual circumstances. With effective communication and collaboration across the Bank of America enterprise, Robert ensures that clients receive comprehensive and integrated financial solutions.
824 A1A N, Ponte Vedra Beach, FL 32082, United States -
McAlpine Accounting & Tax Service, LLC
● OpenMcAlpine Accounting & Tax Service, LLC is a reputable institution located at 1012 Dunstable Lane in Ponte Vedra Beach, Florida, United States. Specializing in accounting, finance, real estate agency, and travel agency services, they offer a wide range of professional expertise to meet the needs of their clients. With a focus on accuracy, efficiency, and personalized service, McAlpine Accounting & Tax Service, LLC is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you are looking for tax assistance, investment advice, property management, or travel planning, this institution is committed to providing top-notch solutions tailored to your specific needs.
1012 Dunstable Ln, Ponte Vedra Beach, FL 32081, United States -
VTrips
● OpenVTrips is a premier real estate and travel agency located in Ponte Vedra Beach, Florida. Our team of experienced professionals is dedicated to providing top-notch service to our clients, whether they are looking to buy or rent a vacation home or plan the perfect getaway. With a wide range of properties to choose from and personalized travel packages, VTrips is your go-to destination for all your real estate and travel needs. Visit us at 200 Executive Way and let us help you create unforgettable memories.
200 Executive Way Suite #200, Ponte Vedra Beach, FL 32082, United States -
McConnell Law Group
● OpenMcConnell Law Group is a reputable law firm located at 98 Glenalby Place in Ponte Vedra Beach, Florida, United States. With a team of experienced attorneys, they specialize in various areas of law including family law, estate planning, real estate law, and business law. Clients can expect personalized and professional legal services tailored to their individual needs. McConnell Law Group is committed to providing excellent representation and achieving the best possible outcomes for their clients.
98 Glenalby Pl, Ponte Vedra Beach, FL 32081, United States
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