The 30 Best Trust and estates in Sarasota, Florida
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Tippen Law Firm, PLLC
Tippen Law Firm, PLLC is a trusted lawyer institution located at 315 East Olympia Avenue in Punta Gorda, Florida, United States. Specializing in Estate Planning, Elder Law, Probate, and Business Law, the firm is dedicated to helping individuals and families plan for the future, navigate legal challenges, and protect their loved ones and assets. Whether you have questions about legal matters, need assistance with planning, or require representation for an issue, the experienced team at Tippen Law Firm is here to help. With additional locations in Fort Myers and Sarasota, the firm is committed to serving clients throughout the region. Contact Tippen Law Firm today to discuss your legal needs and take the first step towards securing your future.
Melody Derington Genson
Melody Derington Genson is a prestigious law firm located at 2750 Ringling Boulevard in Sarasota, Florida, United States. Specializing in various areas of law, the institution is known for providing top-notch legal services to clients in need of expert representation. With a team of experienced and dedicated lawyers, Melody Derington Genson is committed to achieving the best possible outcomes for their clients. Whether you are facing a criminal charge, dealing with a family law matter, or in need of estate planning services, you can trust Melody Derington Genson to provide you with the legal guidance and support you need.
Raymond S Grimm Pa
Raymond S. Grimm, ESQ. P.A. is a law firm located in North Port, Florida, serving clients in Sarasota, Charlotte, and Manatee Counties. With over 30 years of experience, Attorney Raymond S. Grimm specializes in family law, estate planning, guardianships, general civil litigation, and appellate practice. The firm offers personalized representation tailored to each client's unique needs and circumstances. During estate planning consultations, Mr. Grimm discusses family situations, finances, and wishes for providing for loved ones. Options such as wills, revocable living trusts, and testamentary trusts are explored to best meet the client's needs. Additionally, strategies for protecting families from court intervention in cases of incapacitation are discussed.
Wood Seitl & Anderson, P.A.
Wood Seitl & Anderson, P.A. is a prestigious law firm located at 304 West Venice Avenue in Venice, Florida, United States. Serving Sarasota, Bradenton, Venice, and surrounding areas, our experienced attorneys specialize in estate planning, administration, and trust administration. With a focus on client service for over 70 years, our firm was founded in 1951 by John R. Wood and is AV rated by Martindale Hubbell. At Wood Seitl & Anderson, we prioritize helping clients with probate avoidance, preparation of wills, trusts, charitable trusts, and foundations, as well as federal estate tax issues. We also specialize in elder law, addressing legal issues related to health and personal care planning. Our team is dedicated to providing personalized and comprehensive legal services to individuals and families in Southwest Florida. Trust Wood Seitl & Anderson, P.A. for all your estate planning and administration needs.
Marjorie Anne Schmoyer
Marjorie Anne Schmoyer is a reputable law firm located at 1800 2nd Street in Sarasota, Florida, United States. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a team of experienced and dedicated lawyers, Marjorie Anne Schmoyer strives to provide top-notch legal advice and guidance to help clients navigate through their legal issues with ease. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Marjorie Anne Schmoyer is committed to delivering superior legal solutions tailored to meet your individual needs. Trust in the expertise and dedication of Marjorie Anne Schmoyer for all your legal needs.
Filson & Penge
Filson & Penge is a prestigious law firm located at 2727 South Tamiami Trail in Sarasota, Florida. Specializing in various areas of law, including civil litigation, criminal defense, family law, and estate planning, the dedicated team of attorneys at Filson & Penge is committed to providing high-quality legal services to clients in the Sarasota area. With a reputation for excellence and a track record of successful cases, Filson & Penge is a trusted institution for those in need of legal representation.
Voigt Law Group, P.A.
Voigt Law Group, P.A. is a reputable law firm located in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at Voigt Law Group are dedicated to providing top-notch legal representation to their clients. With a commitment to excellence and a track record of success, Voigt Law Group is trusted by individuals and families in Sarasota and beyond to navigate complex legal issues with skill and compassion. Visit their office at 2042 Bee Ridge Road to discuss your legal needs with their knowledgeable team of lawyers.
Aker Law Firm, P.A.
Aker Law Firm, P.A. is a reputable law firm located at 3400 South Tamiami Trail in Sarasota, Florida, United States. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to their clients. With a focus on professionalism, integrity, and personalized attention, Aker Law Firm, P.A. strives to achieve the best possible outcomes for their clients. Whether you are in need of assistance with family law, estate planning, or business law matters, you can trust Aker Law Firm, P.A. to provide expert legal counsel and support.
Payne Ryan Attorneys at Law
Payne Ryan Attorneys at Law is a local, hometown law firm located in Punta Gorda, Florida. We are dedicated to providing our clients with personal and professional legal services that meet their individual goals and exceed their expectations. Serving Southwest Florida, including Charlotte, Lee, Sarasota, and Desoto Counties, we pride ourselves on being competent, honest, friendly, and approachable attorneys. Whether you need help with estate planning, probate or trust administration, real estate matters, or mediation services, we are here to guide you through the process. Our experienced attorney, Paul Ryan, is a Florida Supreme Court Certified Circuit Court and Family mediator, as well as a Florida Qualified arbitrator, ensuring that your disputes are resolved efficiently and effectively.
Paul Ryan
Paul Ryan is a local, hometown law firm located in Punta Gorda, Florida at 25073 Marion Avenue. Our team of competent, honest, friendly, and approachable attorneys is dedicated to providing personalized legal services to clients throughout Southwest Florida, including Charlotte, Lee, Sarasota, and Desoto Counties. Whether you need assistance with estate planning, probate or trust administration, real estate matters, or mediation services, we are here to help guide you through the legal process. With our expertise and experience, we strive to exceed our clients' expectations and help them achieve their individual goals. Contact us today to experience the difference of working with a trusted law firm like Paul Ryan.
Hudson Tom PA
Hudson Tom PA is a reputable law firm located at 7780 Westmoreland Drive in Sarasota, Florida. With a focus on providing expert legal services, the team at Hudson Tom PA is dedicated to serving the needs of their clients with professionalism and integrity. Whether you are in need of legal advice or representation, Hudson Tom PA is committed to delivering personalized solutions tailored to your unique situation. Contact them today for reliable legal assistance in Sarasota, Florida.
Gail Brannon Law Office
Gail Brannon Law Office is a reputable legal institution located at 677 North Washington Boulevard in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced team at Gail Brannon Law Office is dedicated to providing top-notch legal services to clients in the Sarasota area. With a commitment to integrity, professionalism, and personalized attention, Gail Brannon Law Office is a trusted choice for individuals seeking legal representation.
The Law Offices of William J. Leininger, PC, Inc.
The Law Offices of William J. Leininger, PC, Inc. is a reputable legal firm located at 677 North Washington Boulevard in Sarasota, Florida. Led by experienced attorney William J. Leininger, the firm provides expert legal services to clients in need of representation in various areas of law. With a commitment to excellence and a track record of success, the team at The Law Offices of William J. Leininger, PC, Inc. is dedicated to advocating for their clients' rights and achieving favorable outcomes in their cases. Whether you are facing a personal injury claim, a criminal charge, or a family law matter, you can trust in the expertise and professionalism of this trusted law firm. Contact them today to schedule a consultation and discuss your legal needs.
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.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a prestigious finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. With a focus on integrity and expertise, we strive to build long-lasting relationships with our clients based on trust and transparency. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Morgan Stanley Financial Advisors is here to help you navigate the complex world of finance with confidence.
Graham M. Cox, AAMS - UBS Financial Services Inc.
Graham M. Cox, AAMS - UBS Financial Services Inc. is a reputable finance institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in investment management and financial planning, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their long-term goals. With a focus on integrity and expertise, we strive to build lasting relationships based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.
Priority Wealth Advisors of Raymond James
Priority Wealth Advisors of Raymond James is a finance institution located at 1950 Ringling Boulevard in Sarasota, Florida, United States. As a trusted wealth management firm, they provide personalized financial planning and investment strategies to help their clients achieve their financial goals. With a team of experienced advisors, they offer a wide range of services including retirement planning, estate planning, tax planning, and investment management. Whether you are planning for the future or looking to grow your wealth, Priority Wealth Advisors of Raymond James is dedicated to helping you secure a prosperous financial future.
Wealth Management Services
Wealth Management Services is a leading finance institution located at 1990 Main Street in Sarasota, Florida, United States. Our experienced team of financial advisors provides personalized wealth management services to help individuals and families achieve their financial goals. From investment planning to retirement savings, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Wealth Management Services to help you secure your financial future and build wealth for generations to come.
Stern Wealth Management of Raymond James
Stern Wealth Management of Raymond James is a renowned finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. With a strong reputation for providing expert wealth management services, the institution offers personalized financial planning and investment strategies to help clients achieve their financial goals. The experienced team at Stern Wealth Management is dedicated to delivering top-notch financial advice and guidance to individuals and families, ensuring a secure and prosperous future.
The Pullen Kilbane Group - Morgan Stanley
The Pullen Kilbane Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and estate planning, we are dedicated to helping individuals and families build and preserve their wealth for the future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor John Jones
Merrill Lynch Financial Advisor John Jones, located at 1819 Main Street in Sarasota, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals. With access to the resources of Merrill and Bank of America, John Jones and his team offer personalized wealth management services to help clients pursue their financial aspirations. By conducting a Personal Wealth Analysis and utilizing the Investment Personality Assessment, they aim to understand clients' needs and preferences to create a customized financial approach. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, John Jones works closely with clients to develop a plan that aligns with their life priorities. Through ongoing communication and adjustments to the financial approach, clients can stay on track to achieve their goals. With a focus on building strong client relationships based on trust and personalized service, John Jones strives to help clients navigate the complexities of their financial lives and make informed decisions. As a Sports & Entertainment Accredited Wealth Management Advisor™, John Jones is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life.
JTomik Investment Planning Group
JTomik Investment Planning Group is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Specializing in accounting and finance, the institution is affiliated with Summit Financial Networks, a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment advisor. It is important to note that Cetera is under separate ownership from any other named entity.
TIAA Financial Services
TIAA Financial Services is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in banking, finance, and insurance services, TIAA is dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to customer service and financial expertise, TIAA Financial Services is a trusted partner for all your financial needs.
Murphy Business & Financial Corporation
Murphy Business & Financial Corporation is a leading finance and real estate agency located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a team of experienced professionals, they provide expert advice and services in the areas of business transactions, mergers and acquisitions, commercial real estate, and business valuations. Their commitment to excellence and integrity has earned them a reputation as a trusted partner for individuals and businesses looking to navigate the complexities of the financial and real estate markets. Visit Murphy Business & Financial Corporation today to learn how they can help you achieve your financial goals.
John Hancock Financial Network - The Partners Network
John Hancock Financial Network - The Partners Network is a leading financial institution located at 6000 Cattleridge Drive in Sarasota, Florida, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, John Hancock Financial Network - The Partners Network provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you succeed financially. Visit them today to learn more about how they can assist you in achieving your financial aspirations.
TRUADVICE Wealth Management
TRUADVICE Wealth Management, located at 5284 Station Way in Sarasota, Florida, is a comprehensive finance institution that goes beyond traditional investment consulting. We focus on all aspects of our families' financial well-being, including advanced planning and relationship management. We understand the importance of factors such as inflation rates and consumer spending habits in today's economy. Our dedicated wealth managers work with you to convert your hard-earned money into tangible progress towards your financial goals. We offer personalized strategies and a higher standard of wealth management services to ensure that you receive benefits beyond just investment returns.
Craig Smith - LPF Financial Advisors, LLC
Craig Smith - LPF Financial Advisors, LLC is a reputable finance institution located at 2601 Cattlemen Road in Sarasota, Florida, United States. With a team of experienced financial advisors, they provide expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Craig Smith - LPF Financial Advisors, LLC offers comprehensive services to meet your needs. Trustworthy and dedicated, they are committed to helping you secure a stable financial future.
Plancorp, LLC
Plancorp, LLC, located at 5114 Station Way in Sarasota, Florida, offers a holistic and proactive approach to managing your entire financial plan to achieve life’s goals. Specializing in bespoke services for ultra-high-net-worth families, multi-generational financial planning, and managing company 401(k) or Cash Balance plans with minimal fees. They also help create succession plans, offer financial planning and investment management for nonprofits, endowments, and organizations, empower women through education, and provide tailored wealth management plans. Plancorp focuses on complex financial needs and offers personalized recommendations through a free financial analysis tool. They provide expertise on estate planning, equity compensation, retirement planning, college savings, marriage finances, business exit strategies, divorce planning, sudden wealth management, and more. Plancorp is CEFEX-certified, ensuring the highest fiduciary standards for client trust and best interest. With over 40 years of experience, Plancorp's team of experts offer real-life knowledge to help clients achieve their financial goals. Contact them today to schedule a call with a wealth manager and start making the most of your wealth.
Main Street Financial Group
Main Street Financial Group is a trusted finance institution located at 1819 Main Street in Sarasota, Florida. We specialize in providing comprehensive financial planning and investment services to individuals, families, and businesses. Our experienced team of financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, estate planning, or insurance solutions, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
The Luxor Group - Morgan Stanley
The Luxor Group - Morgan Stanley is a prestigious finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. As a part of the renowned Morgan Stanley brand, The Luxor Group offers top-notch financial services and investment opportunities to its clients. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to helping individuals and businesses achieve their financial goals with confidence and peace of mind. Whether you are looking for wealth management, retirement planning, or investment advice, The Luxor Group - Morgan Stanley is the trusted partner you need for a secure financial future.
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