TOP 10 Estate planning tools in Alaska
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49th Estate Planning
● Open49th Estate Planning is a law institution located at 8800 Glacier Highway in Juneau, Alaska, United States. Led by Liz Smith, the CEO & Founding Attorney, the institution specializes in meeting estate planning needs for individuals and families throughout the state. With a focus on securing what you love, 49th Estate Planning offers education and guidance to prepare for known and unknown futures. The team at 49th Estate Planning prides itself on serving with integrity and responsiveness, ensuring clients feel protected, nurtured, and in control. They strive to create a kind, knowledgeable, and open environment for their staff, community, and the planet. While based in Juneau, Alaska, they work with clients mainly in Southeast Alaska but can also provide virtual services to anyone in the state.
8800 Glacier Hwy, Juneau, AK 99801, United States -
Global Credit Union
● ClosedGlobal Credit Union, located at 7575 DeBarr Road in Anchorage, Alaska, is a finance and insurance agency dedicated to helping individuals achieve their financial goals. Whether you need financing for a big project, assistance with mortgages, or guidance on investments and savings plans, Global Credit Union is here to support you every step of the way. Our mobile app provides convenient financial tools, and our 24/7 Member Service Center ensures that you always have access to assistance. With a commitment to building stronger communities and a variety of services including insurance and real estate loans, Global Credit Union is your trusted partner for all your financial needs. Join us today and start working towards a brighter financial future.
7575 DeBarr Rd, Anchorage, AK 99504, United States -
Merrill Lynch Financial Advisor Will Marshall
● OpenLocated at 3601 C Street in Anchorage, Alaska, Merrill Lynch Financial Advisor Will Marshall is a trusted institution in the finance industry. With over a decade of experience, Will focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation, demonstrating his expertise in wealth management. Will takes a comprehensive approach to financial planning, addressing topics such as retirement, education financing, and tax minimization. He also offers services such as Social Security maximization and legacy planning. At Merrill Lynch Wealth Management, Will and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities, and developing a tailored financial approach to help them achieve those goals. From retirement planning to wealth preservation, Will and his team provide the guidance and support needed to navigate the complexities of the financial markets and life changes.
3601 C St 14th floor, Anchorage, AK 99503, United States
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