Trust and estate planning in Lakewood Ranch, Florida
19 results found
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Marc J. Soss, Esq. Estate Planning - Corporate - Probate
● ClosedMarc J. Soss, Esq. Estate Planning - Corporate - Probate is a prestigious institution located at 9040 Town Center Parkway in Bradenton, Florida, United States. Specializing in accounting, finance, and legal services, this firm is led by Marc J. Soss, a retired U.S. Navy Supply Corps Officer with over 30 years of experience. Recognized for his outstanding contributions to the legal field, Marc J. Soss has received accolades such as the 2020 Rhode Island Bar Journal Outstanding Contributor Award and the Attorney.Com Top Attorney Award in Estate Planning. The firm offers a wide range of services including estate planning, probate administration, asset protection planning, and business and corporate law. They assist clients with drafting legal documents such as Last Will & Testament, Revocable Trusts, Powers of Attorney, and Health Care Surrogates. Additionally, they provide guidance on Florida strategies for protecting assets from creditors and planning for incapacity.
9040 Town Center Pkwy, Bradenton, FL 34202, United States -
Kerkering, Barberio & Co., CPAs - Lakewood Ranch
● ClosedKerkering, Barberio & Co., CPAs in Lakewood Ranch is a trusted institution located at 9423 Town Center Parkway in Florida, USA. As our community continues to grow, having access to reliable accounting and finance services is essential. Our team, including Barbara Jones, Heather Williams, and Michael Goldstein, is actively involved in the Lakewood Ranch community and possesses expertise in individual and business tax needs, financial planning, and estate planning. Whether you are a resident or business owner in the Sarasota/Manatee area, we are here to help. Contact us at (941) 365-4617 to schedule a consultation with our experienced team.
9423 Town Center Pkwy, Lakewood Ranch, FL 34202, United States -
Marc J. Soss, Esquire
● ClosedMarc 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.
2070 Ringling Blvd, Sarasota, FL 34237, United States -
Law Offices of Matthew Z. Martell, P.A.
● ClosedThe Law Offices of Matthew Z. Martell, P.A. is a reputable legal institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Specializing in various areas of law, the firm is dedicated to providing expert legal representation and guidance to clients in need. With a focus on professionalism, integrity, and personalized service, the team at the Law Offices of Matthew Z. Martell, P.A. is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, seeking advice on business matters, or in need of estate planning services, you can trust in the expertise and experience of this esteemed law firm.
9040 Town Center Pkwy Suite 111-C, Lakewood Ranch, FL 34202, United States -
Nicole L. Jordan, P.A.
● OpenNicole L. Jordan, P.A. is a reputable law firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida. Specializing in various legal services, Nicole L. Jordan, P.A. offers expert guidance and representation in a range of legal matters. With a strong commitment to serving clients with integrity and professionalism, this institution provides personalized legal solutions tailored to meet individual needs. Whether you are seeking assistance with estate planning, family law, or business transactions, Nicole L. Jordan, P.A. is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind. Trust in the experienced team at Nicole L. Jordan, P.A. for all your legal needs.
9040 Town Center Pkwy, Lakewood Ranch, FL 34202, United States -
Finley Williams Law, PA
● ClosedFinley Williams Law, PA is a reputable institution located at 111 2nd Avenue Northeast in St. Petersburg, Florida, United States. Specializing in estate planning, elder law, guardianship law, probate law, and real property law, our firm offers compassionate guidance and value-driven solutions for individuals facing issues related to aging and incapacity. Our founding attorney, Melissa Williams, works closely with clients to provide personalized attention and support throughout the legal process. With a background in psychology and extensive experience in estate planning, Attorney Williams is dedicated to helping families achieve peace of mind through personalized planning. Whether you need assistance with trust administrations, durable power of attorney, or other legal matters, Finley Williams Law, PA is here to help. Serving clients throughout the Tampa Bay Area, we are committed to finding solutions and delivering exceptional service. Contact us today for a consultation at our St. Petersburg or Lakewood Ranch locations.
111 2nd Ave NE Suite 909, St. Petersburg, FL 33701, United States -
Neil R. Covert, P.A., Law Offices
● OpenNeil R. Covert, P.A., Law Offices is a law firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Specializing in Estate Planning, Advanced Elder Law Planning, Probate & Trust Administration, the institution offers comprehensive services to ensure that your family is taken care of in a simple, seamless, and automatic manner. Attend one of their free workshops to learn how to protect your assets and ensure that your loved ones are provided for. With services tailored for single individuals, married couples, traditional or blended families, and advanced planning for blended families, Neil R. Covert, P.A. provides will and trust planning, health care documents, powers of attorney, and emergency health care access within 3 minutes in the event of a medical emergency.
9040 Town Center Pkwy, Lakewood Ranch, FL 34202, United States -
Tippen Law Firm, PLLC
● ClosedTippen Law Firm, PLLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a trusted Estate Planning Elder Law, Probate, and Business Law Firm. Specializing in helping individuals and families plan for the future, protect their loved ones, and navigate legal issues, Tippen Law Firm is dedicated to providing expert counsel and support. Whether you need assistance with estate planning, business matters, or probate, their team is ready to help. With additional locations in Fort Myers and Punta Gorda, Tippen Law Firm is committed to serving clients throughout Southwest Florida. Contact them today for all your legal needs.
6151 Lake Osprey Dr, Sarasota, FL 34240, United States -
Vitale Law, P.A.
● OpenVitale Law, P.A. is a reputable law firm located at 5214 Paylor Lane in Lakewood Ranch, Florida. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized attention to each client. Whether you are facing a family law issue, need assistance with estate planning, or require representation in a business matter, Vitale Law, P.A. is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with skill and professionalism. Contact us today to schedule a consultation and see how we can assist you.
5214 Paylor Ln, Lakewood Ranch, FL 34240, United States -
Jim Zientara - Raymond James
● ClosedJim Zientara - Raymond James is a reputable finance institution located at 11009 Gatewood Drive in Lakewood Ranch, Florida, United States. With a focus on providing personalized financial services, our experienced team is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet the individual needs of each client. Trust in Jim Zientara - Raymond James for expert financial advice and guidance.
11009 Gatewood Dr STE 101, Lakewood Ranch, FL 34211, United States -
Edward Jones - Financial Advisor: Chris Moss, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Chris Moss, CFP®|AAMS™ is a leading financial institution located at 8205 Natures Way in Lakewood Ranch, Florida, United States. Specializing in providing personalized financial planning and investment services, Chris Moss, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial services.
8205 Natures Way UNIT 215, Lakewood Ranch, FL 34202, United States -
Elizabeth Lane - Financial Advisor, Ameriprise Financial Services, LLC
● OpenElizabeth Lane is a Financial Advisor at Ameriprise Financial Services, LLC located at 7317 Merchant Court in Lakewood Ranch, Florida, United States. Elizabeth Lane holds various 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Elizabeth Lane is dedicated to providing comprehensive financial services to individuals and small business owners. Elizabeth Lane's qualifications and commitment to excellence make her a trusted advisor in the field of finance.
7317 Merchant Ct Ste B, Lakewood Ranch, FL 34240, United States -
Elite Wealth Advisors LLC
● ClosedElite Wealth Advisors LLC is a reputable finance institution located at 5391 Lakewood Ranch Boulevard North in Sarasota, Florida, United States. As a leading financial advisory firm, we provide personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers expert guidance on investments, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, Elite Wealth Advisors LLC is dedicated to helping our clients secure their financial future.
5391 Lakewood Ranch Blvd N #303, Sarasota, FL 34240, United States -
John Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7317 Merchant Court, Lakewood Ranch, Florida, United States. The institution offers a wide range of certifications and designations to ensure that their advisors are well-equipped to handle the diverse needs of their clients. From AAMS™ certification focusing on asset management to ADPA™ certification for domestic partnership planning, the advisors at Ameriprise Financial Services, LLC are highly trained professionals. They also offer services for estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, exit planning, and more. With certifications such as CFA, CFP®, CIMA®, and CLU®, the advisors at this institution are well-versed in various aspects of financial planning and management. Whether you are looking for retirement planning, estate planning, investment management, or specialized financial advice, John Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC is a trusted institution to meet your financial needs.
7317 Merchant Ct Ste B, Lakewood Ranch, FL 34240, United States -
Merrill Lynch Financial Advisor Matthew J Kotuby
● ClosedMerrill Lynch Financial Advisor Matthew J Kotuby is a finance institution located at 6311 Atrium Drive in Lakewood Ranch, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They specialize in one-on-one conversations to get to know you and your family's aspirations for the future. Their advisors have been recognized by esteemed financial industry publications and Bank of America Corporation for their exceptional client service. Matthew J Kotuby, a CERTIFIED FINANCIAL PLANNERTM professional, focuses on helping clients with financial objectives, retirement planning, and estate planning services. The team at Merrill Lynch is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. With a focus on education and continuous improvement, Matthew Kotuby has also obtained the designation of Chartered Financial Consultant. Whether you are looking to grow, preserve, or transfer wealth, the team at Merrill Lynch is dedicated to helping you achieve your financial goals at every stage of your life. Contact them today to start planning for your financial future.
6311 Atrium Dr, Lakewood Ranch, FL 34202, United States -
Merrill Lynch Financial Advisor John A Franz
● ClosedLocated at 6311 Atrium Drive in Lakewood Ranch, Florida, Merrill Lynch Financial Advisor John A Franz offers personalized finance services to high net worth individuals, families, business owners, and institutions. With a focus on customized strategies and liability management, the Franz Wealth Management Group provides a boutique experience with the resources of a global institution. The team evaluates client concerns and priorities before designing well-diversified portfolios that prioritize risk management and capital preservation. Services include retirement planning, risk management, tax-minimization strategies, and wealth transfer strategies. The team collaborates with tax advisors and estate planning attorneys to create tailored solutions for each client. With a commitment to helping clients achieve their financial goals, Merrill Lynch Wealth Management Advisors provide personalized investment approaches that reflect individual needs and priorities. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives.
6311 Atrium Dr Suite 100b, Lakewood Ranch, FL 34202, United States -
Berkshire Hathaway HomeServices Florida Realty
● ClosedBerkshire Hathaway HomeServices Florida Realty is a premier real estate agency located at 8319 Market Street in Lakewood Ranch, Florida. With a reputation for excellence and a commitment to providing top-notch service, this agency is your go-to destination for all your real estate needs in the area. Whether you are looking to buy, sell, or rent a property, their team of experienced agents will guide you through the process with professionalism and expertise. Additionally, they also offer travel agency services for those looking to book their next vacation or business trip. Trust Berkshire Hathaway HomeServices Florida Realty to help you find your dream home or plan your next adventure.
8319 Market St, Lakewood Ranch, FL 34202, United States -
Wagner Realty LWR
● ClosedWagner Realty LWR is a comprehensive institution offering services in finance, real estate, and travel. Located at 8141 Lakewood Main Street in Lakewood Ranch, Florida, United States, Wagner Realty LWR is a trusted partner for all your financial, real estate, and travel needs. With a team of experienced professionals, they provide top-notch service and guidance to help clients achieve their goals. Whether you're looking to buy or sell a property, plan a vacation, or manage your finances, Wagner Realty LWR is here to assist you every step of the way. Visit them today and experience the difference they can make in your life.
8141 Lakewood Main St Suite 106, Lakewood Ranch, FL 34202, United States -
Douglass Anne S, Attorney At Law
● ClosedWelcome to Douglass Anne S, Attorney At Law, your trusted legal partner located at 4501 Manatee Avenue West, Suite 229, Bradenton, Florida. Since 1977, we have been dedicated to meeting the needs of seniors and their families with compassion and expertise. Our practice specializes in probate law, ensuring that your estate planning and inheritance matters are handled with the utmost care and professionalism. Attorney Anne Sheffler Douglass brings decades of experience to the table, serving the communities of Bradenton, Palmetto, Ellenton, Parrish, Lakewood Ranch, and the Island Communities. We pride ourselves on providing personalized legal services tailored to the unique needs of each client.
4501 Manatee Avenue West, Bradenton, Florida 34209, United States
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