Charitable trust planning in Tucson, Arizona

Nicole Ferrero - State Farm Insurance Agent is a second-generation State Farm Agency located at 15990 South Rancho Sahuarita Boulevard in Sahuarita, Arizona. With a strong background in the insurance industry, the agency offers a wide range of insurance products including auto, homeowners, renters, health, life, and small business insurance. The office is conveniently located in the Fry's Marketplace Shopping Center, next to Wags Pet Grooming and VCA Animal Hospital. The team at Nicole Ferrero - State Farm Insurance Agent is dedicated to providing exceptional service to the local community and surrounding areas such as Green Valley, Tubac, Sierra Vista, Tucson, Marana, Oro Valley, and Phoenix. The agency is licensed to service the entire state of Arizona and offers personalized insurance solutions to meet each customer's unique needs.

New York Life Insurance: Gibson W Craig is an insurance agency located at 1 South Church Avenue, Tucson, Arizona, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide protection for lost income due to sickness or injury, help with everyday tasks, and estate planning services. With professionally managed investments and low fees, they offer solutions for paying for education expenses, creating income streams, and planning for the future. Their diverse workforce reflects the communities they serve, and they are committed to giving back through charitable initiatives. New York Life has been in the business of doing good since 1845, upholding values of diversity, responsibility, and service. Their mission is to help individuals, families, and communities thrive by providing tailored solutions for financial security and peace of mind. With the highest financial strength ratings and a track record of keeping promises to policy owners, New York Life is a trusted partner for all your insurance needs.

Allstate Personal Financial Representative: Michael Franzen is a reputable finance and insurance agency located at 9568 East Golf Links Road in Tucson, Arizona, United States. Michael Franzen is a trusted advisor who assists clients with their financial planning and insurance needs. With a commitment to providing personalized service and tailored solutions, clients can rely on Michael Franzen for expert guidance and support in managing their finances and protecting their assets. Whether you are looking for insurance coverage or seeking advice on investment strategies, Allstate Personal Financial Representative: Michael Franzen is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Andrew S. Isaac is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. The institution focuses on managing wealth by creating personalized strategies tailored to each client's financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, the team can help clients navigate the dynamic process of wealth management and adjust their financial approach as needed. Whether planning for retirement, saving for a home, or funding a child's education, the advisors at Merrill Lynch work with clients to develop a plan that reflects their investment personality and life priorities. Through ongoing communication and regular reviews, the team helps clients stay on track to achieve their financial goals. With a focus on understanding each client's unique needs and aspirations, Merrill Lynch Financial Advisor Andrew S. Isaac is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Janddferguson is a reputable accounting and finance institution located in Tucson, Arizona. With a prime location at 8230 East 22nd Street, Janddferguson offers top-notch financial services to individuals and businesses in the area. The institution is known for its expertise in accounting practices, financial planning, and investment strategies. Clients can trust Janddferguson for reliable and professional financial guidance to help them achieve their goals.

Carr Law Firm Tax Attorney is a reputable institution located at 5151 East Broadway Boulevard in Tucson, Arizona, United States. Specializing in accounting, finance, and legal services, our team of experienced tax attorneys is dedicated to providing expert guidance and representation for all your tax-related needs. With a commitment to excellence and a track record of success, Carr Law Firm Tax Attorney is your trusted partner in navigating the complex world of tax law. Contact us today to schedule a consultation and take control of your financial future.

Bank of America Private Client Advisor Craig M. Hyatt, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution led by Senior Vice President Craig Hyatt. With over 35 years of experience in investment, credit, and banking, Craig specializes in providing wealth management services to high-net-worth individuals, families, and charitable organizations. He works with a collaborative team to develop personalized strategies for investment management, estate planning, asset preservation, and wealth transfer. Craig, a graduate of the University of Arizona, is actively involved in his community, serving on the board and investment committee of the Tucson Conquistador Foundation. At Bank of America Private Bank, clients can expect a personalized approach to achieve their financial goals, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. The institution values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide tax advice, and clients should consult legal and tax advisors before making financial decisions.

Raymond James Financial Services is a prominent finance institution located at 5055 East Broadway Boulevard in Tucson, Arizona, United States. With a focus on providing comprehensive financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, Raymond James offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, Raymond James Financial Services is a trusted partner in financial planning and management.

Camp Lowell CPAs, PLLC is a reputable accounting and finance institution located at 4534 East Camp Lowell Drive in Tucson, Arizona, United States. They offer a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. In addition to their accounting services, Camp Lowell CPAs, PLLC is affiliated with CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. This partnership allows them to provide comprehensive wealth management solutions to their clients.

Merrill Lynch Financial Advisor Judith G Lewis is a distinguished finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Merrill is proud of its advisors, including Judith G Lewis, who have received recognition from financial industry publications and Bank of America Corporation. Judith G Lewis has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2023 and as part of the "Best-in-State Wealth Management Teams" in 2024. With the support of Merrill's global resources, Judith G Lewis and her team are dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Judith G Lewis focuses on understanding your family, goals, and priorities to create a personalized financial approach that evolves with you over time. By starting with a conversation to identify your most important goals, Judith G Lewis can help you make investment decisions that align with your aspirations. Using the Investment Personality Assessment, Judith G Lewis can customize a financial approach tailored to your preferences and objectives.

Merrill Lynch Wealth Management is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of wealth management knowledge and experience, including retirement income planning and guidance on investments. Our advisors prioritize client service and satisfaction, helping clients identify and achieve personal and professional goals. Through volunteerism and charitable outreach, we support our communities. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources. We provide continuing professional training and mentoring for new and experienced advisors. Our goal is to help clients pursue their financial goals and prepare for future challenges. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering a range of services including financial planning. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Banking products are offered through Bank of America, N.A. Our commitment is to help clients achieve their goals through personalized investment approaches and wealth management advice.

Robinson & Shumaker Wealth Management is a premier finance institution located at 3567 East Sunrise Drive in Tucson, Arizona, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their long-term financial goals. With a focus on transparency, integrity, and client satisfaction, Robinson & Shumaker Wealth Management is committed to helping individuals and families navigate the complexities of wealth management with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Alan C Sears, CPA - Accounting and Tax Services is a reputable institution located at 2211 East Speedway Boulevard in Tucson, Arizona. Specializing in accounting and finance services, they offer expert assistance with tax preparation, financial planning, and overall financial management. With a team of experienced professionals, clients can trust in the expertise and dedication of Alan C Sears, CPA for all their accounting needs. Whether you are an individual or a business owner, this institution provides personalized and reliable services to help you achieve your financial goals.

Cruz Consulting LLC is a finance institution located at 580 South Main Avenue in Tucson, Arizona, United States. Led by Joe Cruz, a former IRS Executive and Agent with 30 years of experience, the institution specializes in tax return preparations, consulting, tax advice, and handling tax controversies. With a focus on expert guidance and personalized service, Cruz Consulting LLC is your go-to source for all your financial needs.

Joe Cruz CPA is a renowned accounting and finance institution located at 580 South Main Avenue in Tucson, Arizona, United States. With over 30 years of experience as a former IRS Executive and Agent, Joe Cruz is a trusted expert in the field. Services offered include tax return preparations, consulting, tax advice, and handling tax controversies. Trust Joe Cruz CPA for all your accounting and finance needs.

Westar Tax is a premier finance institution located at 1602 South Camino Seco in Tucson, Arizona, United States. Specializing in tax services, Westar Tax offers expert advice and assistance to individuals and businesses in navigating the complex world of taxes. With a team of experienced professionals, Westar Tax is dedicated to providing top-notch financial services to help clients maximize their financial potential and minimize tax liabilities. Whether you need help with tax preparation, planning, or representation, Westar Tax is here to help you every step of the way. Trust Westar Tax to handle all of your financial needs with precision and care.

Calvert & Ivester, PLLC is a trusted accounting and finance institution located at 2930 North Swan Road in Tucson, Arizona, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Visit us today to see how we can help you secure your financial future.