TOP 10 Professional estate planning services in Sarasota, Florida

Frank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.

Sarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.

Entrusted Estates Pool Service is a trusted and reliable institution located at 4729 Parnell Drive in Sarasota, Florida. We specialize in providing top-notch pool cleaning and maintenance services for residential and commercial properties. Our team of experienced professionals is dedicated to keeping your pool in pristine condition, ensuring a clean and safe swimming environment for you and your family. With a commitment to excellence and customer satisfaction, Entrusted Estates Pool Service is the go-to choice for all your pool service needs in Sarasota and the surrounding areas. Contact us today to schedule an appointment and experience the difference our services can make for your pool.

Southeast Legal Services is a reputable finance institution located at 8251 15th Street East in Sarasota, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, estate planning, or any other financial needs, Southeast Legal Services is here to help. Trust us to provide you with expert guidance and support to help you achieve your financial goals.

Barnes Walker Law Firm is a reputable legal institution serving Sarasota and Manatee Counties in Florida. Located at 3119 Manatee Avenue West in Bradenton, this law firm specializes in providing expert legal services in various areas of law. With a team of experienced lawyers, Barnes Walker Law Firm is committed to providing high-quality legal representation and personalized services to their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, the professionals at Barnes Walker Law Firm are dedicated to helping you navigate the legal system with ease and confidence. Contact them today for a consultation to discuss your legal needs.

Daily, Montfort & Toups Sarasota Estate Planning Lawyer is a professional legal institution located at 2014 4th Street, Sarasota, Florida, United States. Specializing in estate planning, elder law, and tax defense, our experienced attorneys serve the communities of St. Petersburg, Venice, Osprey, Clearwater, and St. Augustine. We offer a range of services including Medicaid planning, probate, civil litigation representation, and business tax strategies. Our team of attorneys, including Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, are dedicated to helping clients navigate complex legal issues and achieve peace of mind. With over two decades of experience, we provide personalized solutions to protect your assets and plan for the future. Contact us for a free consultation and learn more about our legal services today.

McCullough Legal Services is a reputable law firm located at 2477 Stickney Point Road, Sarasota, Florida, United States. Specializing in providing expert legal representation, they offer a wide range of services to clients in need of professional legal assistance. Their team of experienced lawyers are dedicated to helping individuals navigate through various legal challenges and achieve the best possible outcomes. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, McCullough Legal Services is committed to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and learn how they can help you with your legal needs.

Daily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.

Sarasota Private Trust Company is a leading finance institution located at 240 South Pineapple Avenue in Sarasota, Florida, United States. With a reputation for excellence and personalized service, Sarasota Private Trust Company offers a wide range of financial services to meet the unique needs of its clients. From wealth management to estate planning, the institution is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals and a commitment to integrity, Sarasota Private Trust Company is a trusted partner for all your financial needs.

Scott Brad Conti is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Scott Brad Conti 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Scott Brad Conti's expertise in various areas of finance, including asset management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Scott Brad Conti can provide you with comprehensive financial advice tailored to your specific needs. Contact Scott Brad Conti at Ameriprise Financial Services, LLC for professional and personalized financial guidance.

Martin Moore is a financial advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Martin holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, and investment strategies. Martin is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Martin Moore is committed to helping clients achieve their financial goals and secure their financial future.

Chris Erbeck - Ameriprise Financial Services, LLC is a finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. The institution offers a range of financial services and expertise, with professionals holding various certifications and designations to provide specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Some of the certifications held by professionals at Chris Erbeck - Ameriprise Financial Services, LLC include 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®.

Mariash Lowther Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located in Sarasota, Florida. With a prime location on Main Street, our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. Whether you are looking to invest, plan for retirement, or grow your assets, our team is here to help you achieve your financial goals. At Mariash Lowther Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to guide you towards a secure financial future.

The Sarasota County Tax Collector is a local government office located at 6100 Sawyer Loop Road in Sarasota, Florida. This institution specializes in accounting and finance services related to tax collection for Sarasota County residents. Whether you need to pay property taxes, renew vehicle registrations, or obtain a driver's license, the Sarasota County Tax Collector is here to assist you with all of your financial needs. With a team of knowledgeable staff members, the institution ensures that all transactions are processed accurately and efficiently. Visit the Sarasota County Tax Collector for professional financial services in a convenient location.

Welcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.

Welcome to Sarasota Catering Company, your premier choice for exceptional catering services in Sarasota, FL. Located at 6544 Superior Ave, Sarasota Catering Company is dedicated to delivering fabulous food and impeccable service with style, tailored to meet all your catering needs. Whether you're planning a wedding, corporate event, birthday celebration, Quinceañera, Bar or Bat Mitzvah, intimate dinner party, or any special occasion, we specialize in creating memorable experiences through exquisite cuisine and professional service. Our full-service, off-premise catering and party planning ensure that every detail of your event is flawlessly executed. As a fully licensed and insured catering company, we boast an impeccable reputation and a loyal clientele. One of the few caterers licensed to serve alcoholic beverages off-premise, we offer a comprehensive range of services to complement your event while respecting your budget.

Welcome to Coit Group Fine Homes, a premier real estate agency located in the heart of Tarpon Springs, Florida. Situated at 229 East Lemon Street, our agency proudly serves the vibrant communities of Trinity, Tarpon Springs, Land O Lakes, and Odessa. As a native of Clearwater, Florida, I bring a deep understanding and intricate knowledge of the Tampa Bay area to each client interaction, ensuring you receive the highest level of personalized service for all your real estate needs. Our agency specializes in a wide array of real estate services, including residential buying and selling, commercial and investment opportunities, luxury and vacation homes, and second homes. Whether you're in search of a single-family home, an office building, vacant land, or a condominium, we have the expertise to guide you through every step of the process. Our concierge service and commitment to client confidentiality are just the beginning of the exceptional service we provide.

Welcome to Walter Group Real Estate - Longboat Key Realtors, where over 22 years of expertise and a personalized approach have established us as Longboat Key's premier local real estate agency. Located at 440 Gulf of Mexico Drive, Longboat Key, Florida, we are your trusted partners in navigating the vibrant local real estate market. Janet and Steve Walter bring a wealth of local knowledge and a deep understanding of Longboat Key and its surrounding areas. Their commitment to providing personalized service and expert guidance ensures a smooth, stress-free experience whether you're buying or selling a property.

Investor Friendly CPA is a leading accounting and finance institution located at 4634 Country Manor Drive in Sarasota, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) specialize in providing expert financial advice and services tailored to meet the needs of investors. Whether you are a seasoned investor or just starting out, our dedicated professionals are here to help you navigate the complexities of financial management and ensure your investments are in good hands. Trust Investor Friendly CPA for all your accounting and finance needs.

Bankers Life, located at 301 North Cattlemen Road in Sarasota, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare and the need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life and achieve more while helping your community achieve a financially secure retirement.

Rowe Roger D is a reputable doctor's office located at 330 South Pineapple Avenue in Sarasota, Florida, United States. This institution provides high-quality health services to patients in the Sarasota area. Dr. Rowe and his team are dedicated to providing personalized care and treatment options to meet the individual needs of each patient. With a focus on patient wellness and satisfaction, Rowe Roger D is a trusted healthcare provider in the community.

New York Life Insurance Company - Nylife Securities LLC, located at 2639 Fruitville Road, Sarasota, Florida, United States, is a leading finance institution offering a wide range of permanent life insurance policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, college savings plans, and estate planning services. With a diverse and inclusive workplace, New York Life is committed to giving back to communities through charitable initiatives and volunteer efforts. As the largest mutual insurer in the U.S., they have a strong track record of financial stability and accountability, with top ratings from major agencies. Whether you're just starting to plan for your financial future or need help managing complex situations, New York Life's dedicated agents are there to guide you through the process and create customized solutions tailored to your needs. With a focus on social impact and community engagement, New York Life is dedicated to making the world a better place for all.

Ron Schulz Inc is a reputable institution located at 4600 Longleaf Lane in Sarasota, Florida, United States. With a strong emphasis on excellence and professionalism, Ron Schulz Inc offers a wide range of services to meet the needs of its clients. Whether you are looking for financial advice, investment opportunities, or assistance with estate planning, the experienced team at Ron Schulz Inc is dedicated to providing top-notch service and guidance. Trust in Ron Schulz Inc to help you navigate the complexities of finance and achieve your goals with confidence.

SRQ Signing is a finance institution located at 1680 Fruitville Road in Sarasota, Florida. Specializing in a wide range of financial services, SRQ Signing is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to secure a loan, manage your investments, or plan for the future, SRQ Signing is committed to providing top-notch service and support. Visit them today to see how they can help you reach your financial objectives.

Hudson Law Office is a reputable legal institution located at 7780 Westmoreland Drive in Sarasota, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation for a criminal matter, Hudson Law Office is here to help. Trust us to handle your legal needs with professionalism and expertise. Contact us today to schedule a consultation.

Gibson Kohl, P.L. is a reputable law firm located at 1800 2nd Street in Sarasota, Florida. Our team of experienced lawyers specializes in providing high-quality legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, business litigation, or estate planning, our dedicated attorneys are here to assist you every step of the way. With a commitment to excellence and a track record of successful outcomes, Gibson Kohl, P.L. is the trusted choice for all your legal needs in the Sarasota area. Contact us today to schedule a consultation and learn more about how we can help you.

Zimmerman and Zimmerman is a reputable law firm located at 2055 Wood Street in Sarasota, Florida. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in various practice areas. Whether you are in need of representation for personal injury, criminal defense, family law, or estate planning, Zimmerman and Zimmerman is committed to providing you with expert guidance and support. Their convenient location in Sarasota allows them to serve clients throughout the state of Florida. Trust Zimmerman and Zimmerman to handle your legal matters with professionalism and integrity.

Marc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.

The Law Office of Debra M. Salisbury, P.A. is a reputable law firm located at 3293 Fruitville Road in Sarasota, Florida. Specializing in various areas of law, including family law, estate planning, and real estate, our experienced team is dedicated to providing personalized and professional legal services to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, we strive to deliver top-notch legal representation and guidance. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Freeland Eddie Law Group PA is a reputable law firm located in Sarasota, Florida. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing high-quality legal services to their clients. With a convenient location on Doctor Martin Luther King Way, clients can easily access the firm for all their legal needs. Whether you are in need of representation for a personal injury case, family law matter, or any other legal issue, The Freeland Eddie Law Group PA is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today to schedule a consultation and discuss your legal options.