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TOP 30 Senior financial planning in Florida
347 results found
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Acceptance Insurance
Acceptance Insurance is a trusted insurance agency located at 5022 West Fairfield Drive in Pensacola, Florida, United States. Specializing in providing a wide range of insurance products and services, Acceptance Insurance is dedicated to helping individuals and businesses protect what matters most. With a team of knowledgeable and experienced agents, customers can expect personalized service and tailored insurance solutions to meet their specific needs. Whether you are looking for auto, home, life, or commercial insurance, Acceptance Insurance is committed to providing reliable coverage and peace of mind. Visit their office today to learn more about their offerings and how they can assist you with your insurance needs.
Trusted Elder Law & Asset Protection
Trusted Elder Law & Asset Protection is a reputable law firm located in Pensacola, Florida, specializing in providing expert legal services for seniors and their families. Our experienced lawyers are dedicated to protecting the assets and rights of elderly individuals, offering comprehensive services in areas such as estate planning, Medicaid planning, guardianship, and more. With a focus on personalized attention and compassionate care, our team is committed to helping clients navigate complex legal issues and secure their financial future. Visit us at 1202 West Garden Street for trusted guidance and peace of mind in elder law matters.
Mr Auto Insurance
Mr Auto Insurance is a reputable insurance agency located at 720 Northeast US Highway 19 in Crystal River, Florida. Specializing in auto insurance, our dedicated team of professionals is committed to providing personalized service and finding the best coverage options for our clients. With years of experience in the industry, we strive to offer competitive rates and comprehensive policies to meet the unique needs of each individual. Whether you are looking for basic liability coverage or full coverage insurance, Mr Auto Insurance is here to help you navigate the complexities of the insurance world and protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the right insurance for your vehicle.
Final Expense Select
Final Expense Select is an insurance agency located at 38581 US Highway 19 North in Palm Harbor, Florida, United States. We specialize in offering quality, affordable whole life policies to individuals and families across the country. Our founders have been providing final expense protection since 2012, and we are licensed in 49 states and the District of Columbia. At Final Expense Select, we strive to provide the best final expense life insurance plans directly to our customers over the telephone and internet. Our mission is to compare rates from top carriers to ensure our clients receive the protection they need at the lowest price based on their age and health.
John R Frazier J.D., LL.M., PLC
John R Frazier J.D., LL.M., PLC is a law firm located at 10225 Ulmerton Road in Largo, Florida, United States. Specializing in Medicaid planning, Attorney John R. Frazier has helped over 3,500 clients obtain coverage for assisted living or nursing home care. Whether you are facing immediate placement or looking to pre-plan for the future, Attorney Frazier can help navigate the complex laws surrounding Medicaid eligibility. With a focus on protecting assets and securing financial assistance for seniors and their families, the firm offers free resources and consultations to help you understand your options. Avoid the pitfalls of Medicaid planning with the expertise of Attorney Frazier and his team. Contact the firm today for a no-cost, no-obligation consultation to discuss your specific needs.
PLG Law
Located at 3684 Tampa Road in Oldsmar, Florida, PLG Law is a trusted institution specializing in various legal areas such as corporate law, mergers and acquisitions, estate planning, elder law, and real estate. With a focus on providing tailored solutions and expert guidance, PLG Law serves as a reliable partner for individuals and businesses alike. The institution offers comprehensive legal services, including assistance with business establishment, contract negotiations, mergers and acquisitions, capital procurement, corporate governance, and daily operations. In the realm of elder law, PLG Law is a dedicated advocate for seniors, offering expertise in estate planning, asset allocation, and health and financial management.
Butler Elder Law, P.A.
Butler Elder Law, P.A. is a reputable law firm specializing in elder law located at 11023 Gatewood Drive in Bradenton, Florida, United States. With a focus on providing legal services tailored to the unique needs of older adults, their experienced team of lawyers is dedicated to helping clients navigate complex legal matters such as estate planning, long-term care planning, and guardianship. Known for their compassionate approach and commitment to protecting the rights of seniors, Butler Elder Law, P.A. is a trusted resource for individuals and families seeking expert legal guidance in matters of aging and elder care.
Harris & Helwig PA
Harris & Helwig PA is a reputable law firm located at 6700 Florida Avenue South in Lakeland, Florida. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. With a commitment to excellence and a track record of successful cases, Harris & Helwig PA is dedicated to serving the community with integrity and professionalism. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business law matters, you can trust Harris & Helwig PA to provide top-notch legal services tailored to your specific needs. Contact them today for a consultation.
Florida Home Insurance Solutions
Florida Home Insurance Solutions is a trusted insurance agency located at 2206 Highwood Court in Dunedin, Florida. We specialize in providing comprehensive home insurance solutions to protect your most valuable asset. Our experienced agents are dedicated to finding the best coverage options for your specific needs, ensuring peace of mind and financial security for you and your family. Contact us today for personalized assistance and reliable service.
Law Office Of Shelly Gallagher, PA
The Law Office of Shelly Gallagher, PA, located at 3411 Magic Oak Lane in Sarasota, Florida, is dedicated to providing peace of mind through thoughtful planning. As an estate planning attorney in Sarasota, FL, Shelly A. Gallagher, PA helps seniors and families navigate difficult questions related to financial, medical, and legal challenges that come with aging. The firm creates personalized plans to help individuals control and protect their assets in the event of incapacitation or the need for assisted living or nursing home care. While many people may view estate planning as simply a way to distribute assets after death and minimize taxes, Shelly A. Gallagher, PA understands that a well-designed plan can accomplish much more. Without an estate plan, assets may be tied up in a time-consuming and expensive probate process. The firm also assists with guardianship proceedings in Florida, ensuring that individuals who are incapable of making their own decisions regarding finances and medical care have a trusted representative appointed to act on their behalf.
Amigos Auto Insurance
Amigos Auto Insurance is a trusted insurance agency located at 5781 Lee Boulevard in Lehigh Acres, Florida, United States. Specializing in auto insurance, we provide personalized and reliable coverage options to meet the unique needs of our clients. Our friendly and knowledgeable staff are dedicated to helping customers find the best insurance solutions at competitive rates. Whether you are looking for basic liability coverage or comprehensive insurance for your vehicle, Amigos Auto Insurance is here to help. Contact us today for a free quote and see why we are the preferred choice for auto insurance in the Lehigh Acres area.
Friedman Elder Law Department
Friedman Elder Law Department, located at 11555 Heron Bay Boulevard in Coral Springs, Florida, is a compassionate and experienced law firm dedicated to helping Florida seniors and their loved ones navigate the complexities of aging, end-of-life issues, and long-term care planning. Led by Heidi Friedman, the team at Friedman Elder Law understands the emotional and legal challenges that come with aging and aims to provide peace of mind and protection for seniors and their assets. Specializing in Elder Law, Medicaid planning, Veteran's benefits, asset protection, and special needs planning, Friedman Elder Law offers personalized legal solutions tailored to each client's unique needs and circumstances. Through free monthly webinars and informative resources, the firm empowers clients to make informed decisions about their future care and financial well-being.
Greenberg Law Group, P.A.
Greenberg Law Group, P.A. is a reputable institution located at 2883 Executive Park Drive in Weston, Florida, United States. Specializing in accounting, finance, and legal services, our dedicated team is committed to providing real tax solutions for all of our clients. With over 20 years of experience representing individuals in front of the IRS, our skilled tax attorney, Ross Greenberg, is here to help resolve your IRS issues efficiently. Former Senior IRS Tax Attorney, Ross Greenberg, believes in ensuring that everyone's tax problems are resolved quickly and effectively. We offer in-person meetings in various locations including Weston, Boca Raton, Fort Lauderdale, West Palm Beach, and Naples, providing personalized service for our local clients.
Ross Greenberg
Ross Greenberg is an institution located at 2883 Executive Park Drive in Weston, Florida, specializing in accounting, finance, and legal services. The Greenberg Law Group, P.A. is committed to providing effective tax solutions for clients, with over 20 years of experience representing individuals in front of the IRS. Former Senior IRS Tax Attorney Ross Greenberg ensures that IRS issues are resolved quickly and efficiently, with in-person meetings available in various locations including Weston, Boca Raton, Fort Lauderdale, West Palm Beach, and Naples. Specializing in tax law, the institution offers services such as handling garnishments and seizures, negotiating offers in compromise, resolving delinquent tax returns, and managing payroll taxes. The team at Ross Greenberg is dedicated to helping clients navigate through IRS issues, including property seizures and wage garnishments.
Law Offices of Reinfeld & Cabrera, P.A.
The Law Offices of Reinfeld & Cabrera, P.A. is a full-service law firm located at 9625 West Sample Road in Coral Springs, Florida. Specializing in Probate and Estate Planning, our dedicated attorneys and staff are committed to providing aggressive representation while upholding the highest professional standards. Whether you need assistance with Elder Law, Guardianship, or Real Estate matters, our team is here to help. At Reinfeld & Cabrera, P.A., we treat our clients like family and strive to offer the best legal services possible. Our diverse team of attorneys is experienced in serving individuals, families, seniors, and both domestic and international companies. We understand that hiring an attorney is a significant decision, which is why we offer affordable flat fee rates and flexible payment plans to accommodate every client's financial situation.
State Farm Insurance
State Farm Insurance is a reputable insurance agency located at 6654 Collier Boulevard in Naples, Florida. With a strong presence in the United States, State Farm offers a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, State Farm has you covered with personalized coverage options and exceptional customer service. Trust State Farm Insurance for all your insurance needs in Naples and beyond.
Law Office of Stephanie L. Schneider P.A.
The Law Office of Stephanie L. Schneider P.A. is a compassionate and dedicated institution located at 1776 North Pine Island Road in Plantation, Florida, United States. Specializing in elder law, Stephanie L. Schneider and her team provide quality services to seniors, young adults, and persons with disabilities of all ages. The firm takes a holistic approach to ensure that clients' legal, social, psychological, medical, and financial needs are met as they age. Collaborating with other professionals such as life care managers, social workers, and financial planners, the institution aims to be a trusted advisor through life's challenges. Services include long-term care planning, navigating public benefit programs, and creating legal documents such as wills, trusts, and powers of attorney. Stephanie L. Schneider is a Board Certified elder law attorney, offering expertise and knowledge in the field. Conveniently located in Broward County, the firm serves individuals and families throughout the State of Florida. Contact the Law Office of Stephanie L. Schneider P.A. at 954-382-1997 for a consultation fee quote and personalized legal advice.
Florida Elder Law Offices, LLC
Florida Elder Law Offices, LLC, located at 401 West Lantana Road in Lantana, Florida, is a law firm specializing in Elder Law, Estate Planning, Estate Administration, and Medicaid Planning. The dedicated team at Florida Elder Law Offices understands the importance of having a solid estate plan in place to ensure financial security and peace of mind for you and your loved ones. With over 25 years of combined experience, the firm is committed to providing personalized service and guidance throughout the entire process, from start to finish. Whether you need assistance with creating a will, trust administration, probate administration, Medicaid planning, or any other elder law-related matter, the experienced attorneys at Florida Elder Law Offices are here to help. Travis N. Kimmey, the founder of the firm, and Marta L. Strong, both bring a wealth of knowledge and expertise to their practice, ensuring that clients receive the best possible legal representation.
John Pharr CPA LLC
John Pharr CPA LLC is a trusted accounting and finance institution located at 105 East Gregory Street in Pensacola, Florida, United States. Along with accounting and tax services, our team of experienced professionals provides relevant and timely business and financial advice tailored to meet your unique needs and goals. We work closely with each client to understand their business and industry, offering suggestions and insights to improve their bottom line. With over 25 years of combined financial and tax experience, our team exhibits a hands-on management approach, ensuring that senior members are directly involved in servicing each client. We offer a full range of services, including tax compliance and planning, payroll filings, estate planning, bookkeeping, and daily money management.
Approach Retirement Advisors, LLC (Navarre)
Approach Retirement Advisors, LLC in Navarre, Florida is a leading finance institution dedicated to providing expert retirement planning and investment advice to individuals and families. Located at 7552 Navarre Parkway, their team of experienced advisors offer personalized solutions to help clients achieve their financial goals and secure a comfortable retirement. With a commitment to transparency, integrity, and client satisfaction, Approach Retirement Advisors, LLC is a trusted partner in navigating the complexities of retirement planning. Contact them today to start planning for a secure financial future.
Blanken Management
Blanken Management is a premier finance institution located at 34990 Emerald Coast Parkway in Destin, Florida, United States. Specializing in Investment Management, Financial Planning, and Business Retirement Planning, our team of experts is dedicated to helping clients achieve their financial goals. Our CEO and Senior Investment Advisor leads a team of professionals who offer personalized services tailored to each client's unique needs. We offer a free initial consultation and provide a complimentary Retirement Guide to help clients plan for their future. Contact Blanken Management today to start securing your financial future.
Florida High Risk Auto Insurance
Florida High Risk Auto Insurance, located at 1650 Northeast 26th Street in Wilton Manors, Florida, is an independent insurance agency specializing in providing auto insurance for individuals considered to be high risk. With access to major Florida carriers, Staybull Insurance can find the best rates for those with bad driving records, recent claims, or multiple PIP claims. Utilizing the latest technology, they offer efficient service and competitive rates. Factors such as driving records, claims history, credit history, and PIP claims are taken into consideration when determining insurance rates. Staybull Insurance offers electronic signatures for convenience, SR22 and FR44 filings, and exceptional customer service. Licensed by the Florida Department of Financial Services for over 10 years, Staybull Insurance is one of the largest high risk auto insurance agencies in the state, with contracts with major carriers such as Progressive, Foremost, National General, and Dairyland. Contact Staybull Insurance for all your high risk auto insurance needs.
Living Legacies with LaVeta
Living Legacies with LaVeta is a finance, health, and insurance agency located at 6925 Lake Ellenor Drive in Orlando, Florida. Our mission is to inspire and empower individuals to achieve holistic growth and development in all aspects of their lives. Founder LaVeta C. Hayes brings over 37 years of experience in financial management from her time at the U.S. Department of Agriculture, Forest Service. At Living Legacies with LaVeta, we offer personalized consultations to help you manage and protect your money, create lasting legacies, and make informed decisions about your health insurance, particularly for seniors looking to enroll in Medicare plans. Our licensed professionals have strong relationships with customers and communities across the United States and Canada.
Capital Investment Advisors
Capital Investment Advisors is a finance institution located at 2502 North Rocky Point Drive in Tampa, Florida, United States. Our team of financial advisors specializes in creating income-oriented investment portfolios that are tailored to fit your lifestyle, goals, and needs. We strive to help families generate a steady stream of income from their retirement savings while offering advice on various financial planning areas. Our local advisors, based in the Tampa Bay area, are dedicated to working with you on your individual retirement needs no matter where you are in your financial journey. Whether you prefer video calls, phone calls, or in-person meetings, we are here to assist you. Our Chief Investment Strategist, Managing Partner, and Senior Investment Advisor are committed to helping your family find happiness in retirement.
Lacher Mc Donald & Co CPAs
Lacher McDonald & Co., CPAs is a full-service accounting and finance institution located at 2189 Cleveland Street in Clearwater, Florida. Our team specializes in tax planning to maximize savings for both businesses and individuals. We offer senior advisory meetings to help manage business resources and improve awareness. Our firm understands the veterinary profession and provides tailored consulting services based on your financial goals. With decades of experience, we provide a wide range of services including tax services, accounting, business consulting, IT consulting, and valuation services. As tax season approaches, we are here to assist with any questions regarding your upcoming tax returns. Let us help you better manage your inventory and plan ahead for tax time. Whether you are buying or selling a practice, our team can provide the financial insights you need. Contact Lacher McDonald & Co., CPAs for all your accounting and finance needs.
Carole Sell CPA PA
Carole Sell CPA PA is an accounting and finance institution located at 11140 Sailbrooke Drive in Riverview, Florida, United States. Our mission is to provide prompt, professional, and courteous service to all of our customers. We prioritize customer satisfaction and offer personalized quality service that is unmatched. Our services include on-site accounting consulting to help businesses grow without interruption, as well as corporate and individual tax planning, strategies, and preparation. Carole Sell, the founder of the institution, has over 20 years of experience in the accounting and finance industry. From 2000 to 2005, she worked as a senior accountant at a local CPA firm in Tampa, where she performed audits, reviews, and compilations for a wide variety of clients. She also specialized in construction accounting. Carole has since spent 12 years as a corporate controller in a private industry with a multi-company environment owned by an investment banking firm.
FPA Tampa Bay
FPA Tampa Bay is a renowned finance institution located at 2157 West Linebaugh Avenue in Tampa, Florida, United States. With a team of experienced financial professionals, FPA Tampa Bay offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, FPA Tampa Bay is dedicated to providing personalized and comprehensive financial guidance to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading wealth advisor located in Bonita Springs, Florida. Specializing in investment advisory services, financial planning, wealth management, and retirement plan services, Beacon Pointe is dedicated to helping individuals, families, institutions, and defined contribution plans achieve their financial goals. Our team of experienced investment advisors and financial planners offer a holistic approach to financial well-being, addressing all aspects of wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. Located at 9240 Bonita Beach Road Southeast, Suite 2211, Bonita Springs, FL, our office is led by Senior Wealth Advisor Mark Generales, who brings over 40 years of experience in the financial industry. Mark and the team at Beacon Pointe are committed to providing customized solutions and the highest level of service to our clients.
Neil Jesani Advisors
Neil 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.
Jiron & Company, CPA, PA
Jiron & Company, CPA, PA is a professional accounting firm located at 5200 Southwest 8th Street in Coral Gables, Florida. Established in 2005, our firm is dedicated to providing outstanding service to our select clients in Miami, Broward, and Latin American Countries. Whether you are a young professional, seasoned entrepreneur, or just starting a new project, we are here to assist you in navigating the complexities of the business world. Led by licensed CPA Julio Jiron, our team follows Total Quality Principles that ensure the success of our services. We offer a wide range of financial services including accounting, payroll services, tax preparation and planning, financial statements preparation, compilation, reviews, foreign tax planning, litigation support, and IRS representation.
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