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Legal Services
Bull & Bear Capital Advisors has teamed up with our strategic alliance partners to offer our clients legal services in trusts and estates and taxation. Since we work regularly and directly with our alliance partners, we are able to accurately and efficiently communicate with your attorney to ensure that your estate planning objectives are accurately reflected in your financial and estate plans.Often, a complex financial and estate plan can come unhinged because the attorney and the financial planner have a failure to communicate. What sets us apart from our competitors is that we are a multidisciplinary firm with an attorney as our firm’s principal. This assures that your financial planning and estate planning will seamlessly integrate into one cohesive plan which will maximize the amount of assets that you transfer to your designated beneficiary.
Bull & Bear Capital Advisors
6817 Southpoint Parkway, Suite 1003 · Jacksonville, Florida 32216
phone: 904.363.3600