Real estate investment strategies in Winter Park, FL
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BCR CPAs and Advisors INC
● ClosedBCR CPAs and Advisors INC is a full-service tax and accounting firm located at 2431 Aloma Avenue in Winter Park, Florida, United States. Specializing in helping small businesses, real estate investors, and high net worth individuals with their tax preparation and financial service needs, BCR CPAs & Advisors understands that accounting is the heartbeat of all businesses. With expertise in tax laws and strategies to minimize tax liability, the team at BCR CPAs & Advisors works with clients year-round to provide personalized tax planning options in addition to basic tax preparation services. Investing in real estate can lead to financial success, but over taxation can erode potential wealth. BCR CPAs & Advisors offers knowledgeable real estate CPA services to help real estate investors minimize tax liability and maximize profits. Additionally, the team at BCR CPAs & Advisors provides guidance on setting up businesses, advising on the best business structure based on individual situations.
2431 Aloma Ave Suite 102-104, Winter Park, FL 32792, United States -
Merrill Lynch Financial Advisor Julie M. Bolton
● ClosedMerrill Lynch Financial Advisor Julie M. Bolton, located at 400 South Park Avenue in Winter Park, Florida, offers personalized wealth management strategies for successful professionals, families, and businesses. With over 20 years of experience in investment banking, real estate, and construction, Julie Bolton is dedicated to making a meaningful impact on her clients' lives and the community. She is committed to inspiring women to achieve professional success and is actively involved in organizations such as NAWBO and NAWIC. Julie's team at Merrill Lynch is focused on building strong client relationships based on trust and personalized service. By listening to clients' goals and priorities, Julie develops customized financial plans to help them pursue their aspirations and manage investment risk. With access to the resources of Merrill and Bank of America, Julie works with clients to address their financial needs and achieve their goals. Whether planning for retirement, education, or wealth transfer, Julie Bolton is dedicated to helping clients navigate the complexities of their financial lives.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Bank of America Private Client Advisor Kelly Gegerson
● OpenBank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
250 S Park Ave, Winter Park, FL 32789, United States -
Olde Town Brokers
● ClosedOlde Town Brokers is a reputable real estate agency located at 206 South Park Avenue in Winter Park, Florida. With a team of experienced agents, Olde Town Brokers is dedicated to helping clients find their dream homes or investment properties in the bustling real estate market of Central Florida. Whether you are buying, selling, or renting, Olde Town Brokers offers personalized service and expert advice to guide you through the process. Trust Olde Town Brokers to make your real estate experience seamless and successful.
206 S Park Ave, Winter Park, FL 32789, United States -
SSI Realty of Tampa Bay LLC
● OpenWelcome to SSI Realty of Tampa Bay LLC, your trusted partner in the dynamic world of real estate, located at 3834 108th Avenue North, Clearwater, Florida 33762. As a premier real estate agency, we specialize in delivering expert advice and personalized services to ensure your success whether you are buying or selling a home—or both. Our commitment is to provide you with professional services backed by years of experience, extensive knowledge, and honed skills. We understand that your real estate journey hinges on the guidance and support of a dedicated agent, and we are here to meet and exceed your expectations.
3834 108th Avenue North, Clearwater, Florida 33762, United States
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