East Coast Financial of
Central Florida, LLC

CONNECT

Address:

10413 Windermere Chase Blvd.
Gotha, FL 34734

Phone:

407-295-6559

Fax/Other:

407-654-8623

Advanced Markets

Business Succession Planning: We work with small to medium sized businesses with the needs to pass on business ownership in the event of an owner’s death. Bruce Gentilella, CFP, has 33 years of experience with a heavy emphasis on business planning. Through these years he has developed a relationship with estate planning attorneys and has developed programs tailored to companies of different size, industries, needs, among other factors to insure the most effective succession plan (AKA Buy/Sell Agreement) is developed.

High Net Worth Estate Planning: Another advanced market focuses that Bruce Gentilella, CFP has an expertise in is estate planning. Depending on which state one resides in, state and federal estate taxes pose a set of considerations that require advanced estate planning in order to minimize the tax burden on the client and the client’s beneficiaries. Again, in conjunction with our estate planning attorney partners and our office capabilities, we are able to develop estate plans that align with each of our clients overall financial plans.

 

Please Contact Us today to set up an initial consulation!

 

 

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Check the background of this financial professional on FINRA's BrokerCheck