Estate Planning and Administration
Estate planning is an integral and important part of sound financial management, protecting your assets during your lifetime and ensuring that they provide for your loved ones as you intended after you can no longer be with them. Eton Bridge has partnered with Attorney Cynthia Pyles, a specialist in estate planning and administration, to provide our clients with access to valuable guidance and services including:
- Wills, Trusts, and advanced financial and medical directives
- Asset protection
- Tax and charitable planning
- Business succession planning
- Family law, prenuptial and postnuptial agreements
- Asset transfers and trust administration
Mrs. Pyles received her law degree at the University of Maryland before pursuing advanced training in estate law from the University of Miami. As a natural area of overlap with insurance and risk management, Eton Bridge and Mrs. Pyles are working together to provide unparalleled access to the most comprehensive financial solutions the industry has to offer.
Accounting and Tax Preparation
CPA Business Accountants & Consultants LLC provides accounting, tax, management consulting, and financial management services to both businesses and individuals, serving clients throughout the United States and in several foreign countries.
The firm’s principals, Richard English and Ed Kotler, have over fifty years’ combined experience in providing accounting services tailored to fit each client’s needs, including:
- Compilations, reviews, and audits of financial statements
- Tax preparation services for individuals, corporations, partnerships, LLC’s, estates, and trusts
- Tax planning services
- IRS representation
- Accounting and financial management systems design and implementation
- Litigation support services
Real Estate Law, Title and Closing Services
Attorney Jeff Sheer graduated with a Juris Doctor Degree from the University of Maryland and also holds an MBA from the University of Texas.
Member of the Florida Bar since 2002.
His Firm Specializes in Real Estate Closings and Short Sale Negotiations.
- Has personally closed over 1,000 transactions.
- Has closed over 500 Short Sales the vast majority with no deficiency balance.
- Ability to close anywhere in Florida.
- Title Agent with Old Republic Title.
- After hours and weekend closings always available.
Law Office of Jeffrey A. Sheer, PA firm, offers a wealth of Title and Closing experience, 100% client loyalty and personalized service to help you resolve any issues. With services like these, all you have to worry about is which property to choose.
Real Estate Brokerage
AmeriTeam Realty, Inc. was formed in February 2007 by Alan Randel, Licensed Real Estate Broker, and has become one of the premier brokerages in Florida. Headquartered in Orlando AmeriTeam has over 250 agents located in the Tampa Bay, Ft Myers/Cape Coral, Miami, Ft Lauderdale and Palm Beach areas.
We’ve partnered with AmeriTeam Realty to bring their expertise in real estate to our clients, with their newest office located within our financial services suite. AmeriTeam offers Buyers and Sellers the most competitive pricing structures without compromising their high service standards.
Concierge Travel Services
Eton Bridge Solutions has an exclusive affiliation with Bay Hill Cruises & Travel, providing private-client level travel planning services. Together, we plan vacations for everyone from individuals and families to large groups. Our highly experienced corporate specialists can arrange business travel for meetings, special events, conferences, and sales incentive travel.
Whether your interest is to visit far-away destinations, or just take a short getaway, with over 30 years of experience in the travel industry, we are the ideal resource for all of your travel needs. Customizing travel “just for you” is our specialty.
There are hundreds of circumstances that could cause you to cancel your trip, return home early or force you to seek emergency medical treatment while traveling. Our travel company is a licensed representative of Travel Guard, the industry’s leading provider of travel insurance plans for North American residents.
Our travel insurance plans and assistance programs can cover you for trip cancellation, travel interruptions and delays, lost baggage and travel documents, emergency medical and health expenses, and more. With our travel insurance, you’ll have coverage that travels wherever you go.