Special needs financial planning in Lantana, Florida

Insurance Plans Direct is a reputable health insurance agency located at 304 West Mango Street in Lantana, Florida, United States. We specialize in providing a wide range of insurance plans to meet the diverse needs of our clients. Our knowledgeable agents are dedicated to helping individuals and families find the best coverage options at affordable rates. Whether you are looking for health, dental, vision, or life insurance, Insurance Plans Direct is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Thomas Morrison III - State Farm Insurance Agent is a reputable insurance agency located at 120 North Federal Highway in Lake Worth Beach, Florida, United States. As a local State Farm Agent serving Palm Beach County, Tom Morrison and his dedicated team are committed to providing exceptional customer service and protecting clients with a wide range of insurance offerings including car insurance, home insurance, life insurance, health insurance, business insurance, and more. With strong roots in the Palm Beach County community, Tom Morrison specializes in assisting individuals and families relocating to areas such as Lake Worth, Palm Springs, Boca Raton, Greenacres, Lantana, West Palm Beach, Jupiter, and Palm Beach Gardens. The agency offers complimentary comprehensive insurance quotes to ensure clients have the coverage that fits their needs.

Kathleen Van Wieringen - State Farm Insurance Agent is a trusted insurance agency located at 6250 Lantana Road, Lake Worth Beach, Florida. With 38 years of experience, Kathleen and her team of professionals provide exceptional service to customers in Palm Beach County and throughout Florida. Specializing in Auto Insurance for residents of Lake Worth and Wellington, they also cater to the small business needs of Palm Beach County. As a Michigan State University graduate, Kathleen brings a wealth of knowledge to her role and is dedicated to empowering and supporting women in the industry. The team collectively possesses over 70 years of experience in insurance and financial services, offering tailored recommendations to meet the unique needs of each individual.

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.

US Policy Advisor is a finance institution located at 1111 Hypoluxo Road, Lantana, Florida, United States. We specialize in providing various insurance services to ensure financial protection and peace of mind for our clients. Our services include term insurance, which offers affordable coverage for a specific period, permanent life insurance with a cash value component, mortgage protection, disability insurance, long-term care, and child and college planning. We also offer independent insurance brokerage services, giving our clients access to a wide range of insurance policies from multiple providers.

George Matzat - Thrivent is a reputable financial institution located at 4309 Lantana Circle in North Fort Myers, Florida, United States. Specializing in financial planning, investment strategies, and insurance services, George Matzat - Thrivent is committed to helping individuals and families achieve their financial goals. With a team of experienced professionals, they provide personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or protecting your assets, George Matzat - Thrivent is dedicated to helping you secure a stable financial future.

Oak Tree Tax Office is a reputable accounting and finance institution located at 300 South Dixie Highway in Lantana, Florida, United States. With a team of experienced professionals, Oak Tree Tax Office specializes in providing expert tax preparation and financial services to individuals and businesses alike. Whether you need assistance with filing your taxes or managing your finances, Oak Tree Tax Office is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized service to ensure your financial success.

Tax Services Near Me is a reputable accounting and finance institution located at 308 West Lantana Road in Lantana, Florida, United States. We specialize in providing a wide range of tax services to individuals and businesses in the local area. Our team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial opportunities. Whether you need assistance with tax preparation, planning, or compliance, Tax Services Near Me is here to provide expert guidance and support. Visit us today to discover how we can help you achieve your financial goals.

Services by Valeria is a trusted institution located at 1280 West Lantana Road in Lantana, Florida. Specializing in accounting and finance services, as well as serving as a local government office, we are dedicated to providing top-notch financial assistance to individuals and businesses in the area. Our team of professionals is committed to helping our clients navigate the complexities of financial matters with expertise and precision. Whether you need assistance with tax preparation, budgeting, or other financial services, Services by Valeria is here to help. Contact us today to learn more about how we can assist you with your financial needs.

S.Bryant Tax Services is a finance institution located at 940 South Dixie Highway in Lantana, Florida. We specialize in providing expert tax services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax laws and regulations to ensure they maximize their returns and minimize their liabilities. Whether you need assistance with tax preparation, planning, or resolution, S.Bryant Tax Services is here to help. Contact us today to schedule a consultation and let us take the stress out of tax season for you.

Mortgage Biz of Florida is a leading finance institution located in Lantana, Florida. Our expert team specializes in providing personalized mortgage solutions to help clients achieve their homeownership goals. With a commitment to exceptional service and competitive rates, we strive to make the mortgage process seamless and stress-free for our clients. Visit us at 806 East Windward Way to learn more about how Mortgage Biz of Florida can help you secure the perfect mortgage for your needs.