Steele + Hale

Phillip A. Baumann PA, based in Tampa, FL, is a law firm specializing in a variety of legal services. The firm offers expertise in estate planning, estate and trust administration, guardianship administration, and estate and trust litigation. In addition, they provide legal counsel on Florida probate laws and wills. With a dedicated team of attorneys, including Phillip A. Baumann, Michael R. Kangas, and Jennifer E. Kuramochi, the firm is committed to providing thorough and reliable assessments for clients' estate law matters. They focus on assisting individuals in Tampa and throughout Florida with their estate planning needs. Generated from the website content

Fifth Third Private Bank, a division of Fifth Third Bank National Association, has been providing goal-based financial planning services for over a century, focusing on a comprehensive approach through their Life360 process. They offer a range of services including personal banking, small business solutions, commercial financing, and wealth management, all while adhering to the highest industry standards and regulatory requirements. The bank emphasizes the importance of diversification and asset allocation in investments, while also clearly stating that investing involves risks, including potential losses. Fifth Third is committed to transparency and guidance, advising clients to consult with tax and legal advisors when making financial decisions. Generated from the website