Wealth transfer jacksonville fl in Jacksonville, Florida

Welcome to The Edwards Law Firm - Estate Planning Attorneys in Jacksonville, FL Located at 31 South 4th Street, Fernandina Beach, Florida, The Edwards Law Firm is your trusted partner in securing a safe and prosperous future for you and your loved ones. Specializing in Estate Planning and Elder Law, we proudly serve the communities of Jacksonville, St. Augustine, Fernandina Beach, and Mandarin with dedication and excellence.

The Family Legacy Agency, Inc. is an insurance agency located at 6859 Lenox Avenue in Jacksonville, Florida, United States. Our mission is to help families protect and secure their legacies through comprehensive insurance coverage. With a team of experienced agents, we provide personalized service to ensure that our clients have the right policies in place to safeguard their loved ones and assets. Contact us today to learn more about how we can help you build a solid foundation for your family's future.

KMS Financial Group is a reputable finance and insurance agency located at 12574 Flagler Center Boulevard in Jacksonville, Florida, United States. With a team of experienced professionals, KMS Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and wealth management. Clients can expect personalized and comprehensive financial advice tailored to their individual needs and goals. Contact KMS Financial Group today to secure your financial future.

Bold City Financial Group is a reputable health and insurance agency located in Jacksonville, Florida. Our dedicated team of professionals is committed to providing top-notch financial services to our clients. Whether you are looking for health insurance coverage or assistance with other financial matters, we are here to help. Visit us at 13475 Atlantic Boulevard to learn more about how we can assist you in securing your financial future.

New York Life - The Broome Legacy Group is an insurance agency located at 1912 Hamilton Street in Jacksonville, Florida, United States. With a focus on providing comprehensive insurance solutions to individuals and families, the Broome Legacy Group is dedicated to helping clients protect their assets and plan for the future. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or wealth management services, the Broome Legacy Group is committed to providing personalized and high-quality service to help you achieve your financial goals.

Mass Mutual Financial Group is a leading finance and insurance agency located at 3830-5 Williamsburg Park Boulevard in Jacksonville, Florida, United States. With a strong reputation for providing comprehensive financial services and insurance products, Mass Mutual is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Mass Mutual has a team of experienced professionals ready to assist you every step of the way. Trust Mass Mutual Financial Group to provide you with the personalized solutions you need to secure your financial future.

John Hancock is an insurance agency located at 4651 Salisbury Road in Jacksonville, Florida, United States. With over 160 years of experience, we are dedicated to providing honest, reliable, and personalized financial advisory services to our customers. Our belief is that life insurance should improve and protect lives, and we are committed to transforming the industry with innovation and integrity. We offer a range of products to help our partners build their life insurance businesses and protect their clients' most important assets. As a member of John Hancock Vitality, you have access to the Galleri test, a powerful multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test. Our Advisors can help you navigate the complexities of managing your finances while planning for the future, whether it's retirement, college expenses, or other financial goals. We understand that your financial goals are unique and personal, which is why we offer fully customized plans tailored to your specific needs.

Trust 4 Change Notary Signing Agent is a reliable and professional institution located at 7055 Blanding Boulevard in Jacksonville, Florida. Our team of experienced agents serves clients in various areas including Duval, St Johns, Orange Park, Nassau, St Augustine, Jacksonville Beach, and Neptune Beach. We offer efficient and accurate document processing services for both personal and business needs. Our services include I-9 Authorization for businesses to ensure compliance with federal regulations, as well as assistance with lawful permanent resident documents. We prioritize trust, professionalism, and confidentiality in all our interactions with clients, and strive to provide a seamless and stress-free experience.

Your Digital Beginnings is a cutting-edge finance institution located at 1010 East Adams Street in Jacksonville, Florida. We specialize in helping individuals and businesses navigate the digital landscape of financial services, providing expert guidance and innovative solutions to help you start your financial journey on the right foot. Our knowledgeable team is dedicated to helping you achieve your financial goals and build a strong foundation for your future success. Whether you are looking to invest, save, or manage your finances more effectively, Your Digital Beginnings is here to support you every step of the way.

The Law Office of David M. Goldman PLLC, located at 4115 Hendricks Avenue in Jacksonville, Florida, is a team of experienced estate planning lawyers, probate lawyers, elder law counselors, and asset protection attorneys. Serving families in Florida, including Jacksonville, Orange Park, Atlantic Beach, and Ponte Vedra Beach, the firm helps protect estates and assets from unnecessary expenses and risks. They specialize in estate planning, elder law, probate, and asset protection, utilizing techniques such as the Florida Asset Protection Trust to safeguard assets from creditors and long-term care expenses. The firm's attorneys are dedicated to explaining complex legal concepts in easy-to-understand language, creating customized estate plans tailored to each client's unique needs and goals. With a focus on avoiding probate and protecting assets, the firm offers fast document preparation and responsive service. In addition to estate planning, the firm handles probate administration, guardianship cases, and other legal matters related to asset protection and estate preservation. For a free consultation with a top Jacksonville estate planning lawyer, contact the Law Office of David M. Goldman PLLC today.

Legacy Planning Law Group is a law institution located at 3430 Kori Road in Jacksonville, Florida, United States. Specializing in estate planning, the institution offers services such as wills and trusts, powers of attorney, asset protection, special needs planning, and more. Clients have praised the knowledgeable and professional team at Legacy Planning Law Group for their efficient and personalized service. The institution also provides comprehensive guides on estate planning for non-traditional families and offers advice on kickstarting retirement savings for teenagers. With a focus on protecting families and preserving legacies, Legacy Planning Law Group is dedicated to helping clients navigate the complexities of estate planning. Operating from Monday to Friday, the institution welcomes clients from various counties in Florida.

Todd Watson Attorney & Counselor At Law LLC is a legal institution located at 12058 San Jose Boulevard in Jacksonville, Florida. Specializing in elder law, estate planning, probate and trust administration, and Medicaid asset protection, Todd Watson and his team are dedicated to helping clients secure their assets and provide for their loved ones. With a focus on building strong attorney-client relationships, the institution offers personalized attention and regular communication throughout the legal process. Whether you need assistance with wills, trusts, powers of attorney, advance directives, or navigating Florida's estate planning laws, Todd Watson Attorney & Counselor At Law LLC is here to ensure your wishes are honored and your family has peace of mind for the future.

Heritage Law Firm, located at 12724 Gran Bay Parkway in Jacksonville, Florida, specializes in estate planning and probate law. Whether you are looking to protect your assets, start a business, or ensure your loved ones are taken care of in case of an emergency, Heritage Law Firm is dedicated to serving your needs. The team at Heritage Law Firm, including attorneys Jeremy and Chris, provide personalized and high-quality service to each client. Clients have praised the firm for their professionalism, knowledge, and dedication to helping them navigate legal challenges. If you are in need of estate planning services, Heritage Law Firm is the place to go for a supportive and effective experience.

Guardian Litigation Group, LLP is a trusted law firm located at 6622 Southpoint Drive South, Jacksonville, Florida, United States. Specializing in estate planning and asset protection, our experienced team offers a full range of legal services to help individuals, families, and business owners safeguard their legacy and financial security. From wills and trusts to probate assistance and debt settlement, we are dedicated to providing our clients with peace of mind for the future. With a proven track record of success and glowing reviews, Guardian Litigation Group is committed to excellence in estate planning and asset protection. Contact us today to discover how we can help you navigate the complex world of finance and law with confidence.

Robert Daugustinis, Esq. is a boutique law firm located at 5150 Belfort Road in Jacksonville, Florida. Specializing in estate planning, taxation, wealth preservation, business succession, and estate administration, our team of experts at Ivan & Daugustinis is dedicated to helping clients achieve their goals and protect their families and assets. We take the time to listen to our clients, provide counsel, and offer tailored solutions to preserve their unique legacies. Please note that visiting our website or contacting us through this platform does not establish an attorney/client relationship. This site is for informational purposes only and serves as legal advertising.

Rock Solid Law & Title is a trusted institution located in Ponte Vedra Beach, Florida, specializing in business law, real estate, estate planning, and probate and trust administration. Founded by attorney John Miller, known as "The Legal Lifeguards of the Jacksonville Beaches", the firm has been providing expert guidance to clients for over 30 years. Whether it's helping families preserve their wealth and legacy, assisting businesses as outside general counsel, or facilitating smooth real estate transactions, Rock Solid Law & Title is committed to excellence and professionalism. Named one of the fastest growing law firms in Florida and the United States, the firm prides itself on its dedication to the local community.

Your First Millions, LLC is a finance institution located at 5345 Ortega Boulevard in Jacksonville, Florida, United States. Our mission is to help individuals achieve their financial goals and build wealth for the future. With a team of experienced financial advisors, we offer personalized investment strategies, retirement planning, and wealth management services. Whether you are just starting out in your career or looking to grow your existing wealth, Your First Millions, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building your path to financial success.

Hilliard & Herman Associates, LLC is a reputable financial consulting firm located at 4530-15 Saint Johns Avenue in Jacksonville, Florida. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including investment management, retirement planning, and estate planning. Clients can expect personalized advice and tailored solutions to help them achieve their financial goals. Visit Hilliard & Herman Associates, LLC today to see how they can help you secure your financial future.

Florida Financial Advisors is a leading finance institution located at 1 Independent Drive in Jacksonville, Florida, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or manage your wealth, our advisors are here to provide personalized financial solutions tailored to your specific needs. Trust Florida Financial Advisors to guide you towards a secure financial future.

Comprehensive Financial Consultants - UBS Financial Services Inc. is a leading finance institution located at One East Independent Drive in Jacksonville, Florida, United States. Our team of experienced financial consultants provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, our experts are here to assist you every step of the way. With a strong reputation for excellence and a commitment to personalized service, we strive to deliver the highest level of financial guidance to our clients. Visit us today to see how we can help you secure a brighter financial future.

Fuller Financial Services is a reputable finance institution located at 1354 North Laura Street in Jacksonville, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Lincoln Financial Advisors Corp is an independent broker-dealer located at 1 Independent Drive, Jacksonville, Florida, United States. Our financial professionals are dedicated to building long-term client relationships and providing personalized solutions for individuals and business owners. We offer fee-based financial planning services to help clients develop estate, business succession, retirement, and financial plans. Our firm is a member of SIPC and offers investment advisory services through Lincoln Financial Advisors Corp. or Sagemark Consulting. We are not affiliated with Lincoln Financial Group or any of its affiliates. For more information about our services and fees, please refer to our Form CRS - Customer Relationship Summary.

Wells Fargo Advisors is a leading financial institution located at 1 Independent Drive in Jacksonville, Florida. As a renowned finance firm, Wells Fargo Advisors offers a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced advisors and a commitment to providing personalized solutions, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complex world of finance with confidence and success.

Compass Financial Group is a renowned finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a strong reputation for providing top-notch financial services, Compass Financial Group offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Compass Financial Group are dedicated to helping you achieve your financial goals. Visit us today and let us guide you towards a brighter financial future.

Merrill Lynch Financial Advisor Agnes Scott, located at 50 North Laura Street in Jacksonville, Florida, is dedicated to providing personalized financial guidance to a diverse clientele since 1989. Agnes takes the time to truly understand each client's unique financial goals and challenges, offering comprehensive planning and investment strategies tailored to their individual needs. With a focus on building strong client relationships based on trust and personalized service, Agnes and her team at Merrill Lynch Wealth Management strive to help clients achieve their financial aspirations, whether it's planning for retirement, purchasing a home, funding education, or passing wealth to future generations. By utilizing the global resources of Merrill, Agnes is able to offer a wide range of financial solutions and expertise to help clients navigate the complexities of wealth management. With a commitment to ongoing communication and review of financial goals, Agnes ensures that clients can adapt their financial approach as their lives and priorities evolve. Partner with Agnes Scott at Merrill Lynch to turn your financial goals into reality.

Casey Bulgin - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced financial advisors, they provide a wide range of services including investment management, retirement planning, estate planning, and more. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Casey Bulgin - Raymond James for personalized financial solutions and expert advice.

Merrill Lynch Financial Advisor Benjamin A. Oxnard IV is located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on building and maintaining strong relationships with clients, Ben is passionate about helping individuals and families make important financial decisions. He prides himself on creating lasting connections with clients through a goals-based wealth management approach, providing personalized investment advice and guidance. Ben has experience assisting clients with various financial milestones such as retirement planning, education funding, inheritance, and business sales. He also specializes in managing concentrated stock positions and minimizing tax liabilities. Ben graduated from James Madison University with a B.S. in Psychology and has been with Merrill since 2012. In his free time, he enjoys spending time near the water, playing golf, and relaxing with his family. Ben serves as an Assistant Wrestling Coach at the Episcopal School of Jacksonville and is on the Board of Directors for the St. Johns Riverkeeper. With access to the global resources of Merrill, Ben's team is dedicated to providing personalized service and building strong client relationships based on trust. As a Registered Senior Wealth Management Client Associate, Ben focuses on helping clients achieve their financial goals by creating customized investment strategies tailored to their individual needs and priorities. By utilizing the Investment Personality Assessment, Ben can better understand clients' investing preferences and create a financial approach that aligns with their goals. Whether clients are planning for future healthcare expenses, funding education, or passing wealth to future generations, Ben works closely with them to develop a comprehensive financial strategy. As life and goals change, Ben's team helps clients adjust their financial approach to reflect these changes and stay on track to achieve their objectives. Through ongoing communication and regular reviews, Ben ensures that clients' financial plans remain aligned with their evolving needs and market conditions. By focusing on the client's priorities and providing personalized advice, Ben helps individuals navigate financial transitions and make informed decisions to secure their financial future. Whether clients are planning for retirement, funding education, or managing tax liabilities, Ben's team is dedicated to providing comprehensive financial solutions tailored to their unique needs. With a commitment to putting clients first, Ben works with clients to create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ben helps clients navigate the complexities of their financial lives and build customized investment strategies to pursue their objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ben offers a comprehensive approach to addressing clients' financial needs. Contact Ben Oxnard at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and goals.

Churchill Management Group is a finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. They offer a range of financial services including investment management, wealth planning, and retirement solutions. With a team of experienced professionals, Churchill Management Group is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and families seeking expert financial guidance.

French Capital Management, LLC is a reputable finance institution located at 13080 Silver Oak Drive in Jacksonville, Florida, United States. Specializing in wealth management and investment services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and expert guidance, we strive to provide our clients with the highest level of service and support. Contact us today to learn more about how French Capital Management, LLC can help you secure your financial future.

Merit Financial Advisors, LLC is a finance institution located in Jacksonville, Florida, United States. With a commitment to providing top-notch financial advice and services, Merit Financial Advisors, LLC helps clients navigate the complexities of investment and wealth management. Their team of experienced advisors offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Merit Financial Advisors, LLC is dedicated to helping you make informed decisions and secure your financial future. Visit their office at 8826 Goodby's Executive Drive to start your journey towards financial success.