Professional Group
Estate & Business Planning Group
305 Douglas Avenue
Altamonte Springs, FL 32714
Phone: 407.389.1122
When you work with our company, we make sure all of your needs are covered through our Professional Group. As part of our commitment to service, this group of individuals can provide our clients with a wide array of professional services if needed. This individuals are not employees of Estate & Business Planning Group nor are they registered representatives.
ESTATE PLANNING ATTORNEYS
Kathleen Flammia
Attorney and Counselor at Law
2707 W. Fairbanks Ave.
Suite 110
Winter Park, Florida 32789
Phone: 407.478.8700
Email: kflammia@aol.com
Specialty
Estate Planning, Wills, Trusts
Living Wills, Power of Attorney,
Probate, Guardianships, Medicaid Planning
Craig S. Pearlman
Attorney and Counselor at Law
2 South Orange Avenue
5th Floor
Orlando, Florida 32802-1913
Phone: 407.425.1020
Website: www.kpsos.com
Email: cpearlman@kpsos.com
Specialty
Family Limited Partnerships, Estate Planning,
Corporate Law, Probate, Business Succession Planning,
and Limited Liability Corporations.
CERTIFIED PUBLIC ACCOUNTANT (CPA)
Kevin D. Munroe, CPA
2813 S. Hiawassee Road
Suite 201
Orlando, Florida 32835
Phone: 407.291.2700
Fax: 407.291.2701
Email: Kmunroe@bellsouth.net
Specialty
Small Business Accounting & Tax, Individuals,
Professionals, Payroll Accounting, Tax
Strategies, Foreign National - Mostly United
Kingdom and South Africa.
Gregory L. Ashcraft, CPA, CFP
1517 East Robinson Street
Orlando, Florida 32801
Phone: 407.898.6500
Email: greg@ashcraftcpa.com
Specialty
Small Business Accounting & Tax, Individuals,
Professionals, Payroll Accounting, Tax
Strategies, Business Planning
MORTGAGE SERVICES
Keith Tanner
Certified Mortgage Planner
Branch Manager, Countrywide Home Loans
Office: 407-518-2051
824 John Young Parkway
Kissimmee, FL 34741
Specialty
New Construction Financing Commercial Property,
Programs for First Time Home Buyers
Home Equity Loans, No Down Payment Options
REAL ESTATE IRA's
Glen Mather
EnTrust Administration Services
Phone: 407.562.1927
801 International Parkway
5th Floor
Lake Mary, FL 32746
Specialty
Real Estate IRA's, IRA Administration,
Loans, Commercial Paper, Real Property
RESIDENTIAL & COMMERCIAL REALTY SERVICES
Marty Castaldo
Realty Executives
Phone: 407.862.9700
Residential Real estate
Specialty
Commercial Property, 1031 Tax
Deferred Exchanges,Residential
Real Estate, New Homes, Investment Property,
and Land Investments
SENIOR CARE MANAGEMENT
Cathy Curtis, CCM, CRC, CDMS
President - Transition Options
1.800.252.2717
Specialty
Performs Assessments of a Senior's Physical
and Mental Wellbeing, Medical History, Environment and Finances.
Care Planning and Care Management. Home Care Assistance
PAYMENT PROCESSING SOLUTIONS
Brain Fatigati
Account Executive
Sage Payment Solutions407.254.5252 x11
Specialty - Providing the lowest cost of acceptance
For credit, debit and gift cards. Great prices on
terminals as well as local customer service.
PROPERTY & CAUSALITY INSURANCE
Mark Combs
Combs Insurance Agency, Inc
1201 S. Orlando Ave Suite 140
Winter Park, Fl. 32789
Ph: 407.426.8330 Fax:407.426.8338
Specialty
Home, Auto & Business Insurance
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