Estate advice in Arizona
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Bank of America Private Client Advisor Mikola A Efimenko
● OpenBank of America Private Client Advisor Mikola A Efimenko is a Vice President and Private Client Advisor located at 14636 North Scottsdale Road, Scottsdale, Arizona. Mikola provides tailored wealth strategy and advice to high-net-worth individuals and families, helping them pursue the lives and legacies they envision. With a background in wealth management since 2008, Mikola combines the intimacy of a boutique with access to a wide range of resources and capabilities. He works with a team of specialists to streamline various aspects of a client's financial situation, including investments, trust and estate planning, customized credit, and banking. Mikola, an Arizona native, is actively involved in the community and enjoys spending time with his family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client's needs, goals, and best interests, creating strategies for the present and future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth, offering personalized approaches and resources to achieve financial objectives. They focus on providing disciplined financial strategies and bridging generations, adapting to evolving markets and financial landscapes. Please note that you are leaving Bank of America Private Bank's website when directed to FINRA's BrokerCheck. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Bank of America, N.A. and U.S. Trust Company of Delaware do not always serve in a fiduciary capacity with all products or services.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Mohave Law PLLC
● ClosedMohave Law PLLC is a reputable law firm located at 2249 Hualapai Mountain Road in Kingman, Arizona. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. Whether you require assistance with personal injury cases, family law matters, estate planning, or any other legal issue, Mohave Law PLLC is dedicated to helping you navigate the complexities of the legal system. Trustworthy, professional, and committed to achieving the best possible outcome for their clients, Mohave Law PLLC is the law firm you can rely on.
2249 Hualapai Mountain Rd #2, Kingman, AZ 86401, United States -
Capital Wealth Alliance
● OpenCapital Wealth Alliance is a premier financial institution located at 17015 North Scottsdale Road in Scottsdale, Arizona. As a leading player in the finance industry, our team of experts are dedicated to helping clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and financial planning, we provide personalized solutions tailored to each client's unique needs. Trust Capital Wealth Alliance to guide you towards a secure and prosperous financial future.
17015 N Scottsdale Rd Ste. 250, Scottsdale, AZ 85255, United States -
DLA Piper
● ClosedDLA Piper is a leading global law firm located at 2525 East Camelback Road in Phoenix, Arizona. Our team of legal experts provides cutting-edge legal and commercial insight to help you reach your goals. We are proud to announce our founding sponsorship of the United Nations' AI for Good Law Track, showcasing our commitment to innovation and social responsibility. At DLA Piper, you will find a supportive environment where you can engage in meaningful work and advance your career. Our global pro bono program supports transitional justice efforts around the world. Please note that unsolicited e-mails and information sent to us may not be confidential and do not create a lawyer-client relationship. Trust DLA Piper to guide you with expertise and integrity.
2525 E Camelback Rd #1000, Phoenix, AZ 85016, United States -
Focus Point Planning
● ClosedFocus Point Planning is a finance institution located at 575 West Chandler Boulevard in Chandler, Arizona. Led by the caring and experienced Certified Financial Planner (CFP®) professional, Marie Burns, we treat our clients like family and assist them with their money decisions. Our focus is on reducing stress and saving time by providing a simplified yet comprehensive roadmap of your financial life. As your objective, personal guide, we are your advocate and pro-active accountability partner, focusing on the key aspects of your financial health: money, motion, and mind. Without financial advice, you risk losing out on investment returns, tax savings, and proper estate planning. Can you afford not to have a plan for your main resource, money? With almost 20 years of experience, Marie takes a holistic approach to financial health, helping you assess and address concerns that matter to you. We start with a Financial Wellness Review to ensure you are on the right track.
575 W Chandler Blvd #220, Chandler, AZ 85225, United States -
Fiduciary Solutions LLC
● ClosedFiduciary Solutions LLC is a trusted finance institution located at 7047 East Greenway Parkway in Scottsdale, Arizona, United States. Specializing in providing expert financial services, Fiduciary Solutions LLC offers tailored solutions to meet the individual needs of their clients. With a team of experienced professionals, they are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or estate planning, Fiduciary Solutions LLC is dedicated to providing top-notch fiduciary services with integrity and transparency.
7047 E Greenway Pkwy #250, Scottsdale, AZ 85254, United States -
SCOTTSDALE WEALTH SERVICES INC.
● ClosedScottsdale Wealth Services Inc. is a reputable finance institution located at 6991 East Camelback Road in Scottsdale, Arizona, United States. With a team of experienced financial experts, they provide a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Scottsdale Wealth Services Inc. is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.
6991 E Camelback Rd D300, Scottsdale, AZ 85251, United States -
Merrill Lynch Financial Advisor Justin Gillham
● ClosedMerrill Lynch Financial Advisor Justin Gillham, located at 23655 North Scottsdale Road in Scottsdale, Arizona, is a finance institution offering personalized wealth management services to high net worth individuals and businesses. Justin Gillham, a Senior Vice President and Wealth Management Advisor, has over 15 years of experience in the financial services industry. His team provides a holistic approach to wealth management, including investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. Justin holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, demonstrating his commitment to providing excellent service. Additionally, Bryan Wollheim and Edward Sarraf, both Senior Vice Presidents and Wealth Management Advisors, bring a wealth of experience and expertise to the team. The institution prides itself on building deep and valued relationships with clients, understanding their goals and specific situations to provide tailored advice and strategies. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch Financial Advisor Justin Gillham is dedicated to helping you achieve your financial goals.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
WealthTrust Advisors
● ClosedWealthTrust Advisors is a boutique wealth advisory practice located at 17200 North Perimeter Drive in Scottsdale, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our team of experienced advisors offers a holistic approach to financial planning, portfolio management, estate planning, risk management, retirement planning, long-term care, and taxation. As a firm committed to upholding the Fiduciary Standard, we always put our clients' interests first and provide objective advice and solutions. With an average of over 24 years of experience in the investment management industry, our advisors collaborate and leverage the collective wisdom of the Hightower community to deliver tailored wealth management solutions.
17200 N Perimeter Dr Suite 203, Scottsdale, AZ 85255, United States -
Merrill Lynch Financial Advisor R. Michael Gehring
● ClosedMerrill Lynch Financial Advisor R. Michael Gehring is a finance institution located at 275 East Rivulon Boulevard, Gilbert, Arizona, United States. R. Michael Gehring is a Vice President Wealth Management Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. With over 35 years of experience in the financial services industry, Michael focuses on providing Business Financial Services, Personal Financial Services, Estate Planning Services, Risk Management, Portfolio Management, Asset Preservation Techniques, and Tax Minimization Strategies. He received his Bachelor of Science in Finance from Arizona State University and currently resides in Mesa, Arizona with his wife LaVonna. The institution offers personalized financial strategies to help clients reach their short, medium, and long-term goals, with a focus on understanding and prioritizing individual needs. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. Merrill Lynch Wealth Management Advisors work with clients to design an approach that reflects their unique needs, priorities, and financial situation, helping them stay on track regardless of market fluctuations. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their financial needs. Michael Gehring is registered to do business in multiple states and is dedicated to helping clients achieve their financial goals through personalized advice and guidance.
275 E Rivulon Blvd, Gilbert, AZ 85297, United States -
LTW Financial
● ClosedLTW Financial is a reputable finance institution located at 2599 West Bentrup Street in Chandler, Arizona, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, estate planning, and more. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Visit us today to learn how LTW Financial can help you secure your financial future.
2599 W Bentrup St, Chandler, AZ 85224, United States -
Copperwood Financial, Inc.
● ClosedCopperwood Financial, Inc. is a finance institution located at 5635 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees, Copperwood Financial, Inc. offers a Tax Freedom Roadmap to help clients define and realize their business, financial, and estate planning goals. With a focus on after-tax returns and disciplined investment processes, the institution aims to create investment strategies to achieve clients' goals. Additionally, Copperwood Financial, Inc. provides advice on entity structuring, employee benefits, risk management, and tax planning for business owners. Specializing in optimizing Social Security benefits and helping clients choose the correct Medicare options, the institution also offers services such as evaluating tax liability, creating estate plans, and advising on Roth IRA conversions. As an independent financial planning and investment management firm, Copperwood Financial, Inc. operates on a fee-based model, ensuring transparency and a fiduciary duty to act in clients' best interests. Specializing in working with entrepreneurs, business executives, medical professionals, and federal employees, Copperwood Financial, Inc. aims to provide advice on minimizing taxes, retirement planning, and asset transitioning.
5635 N Scottsdale Rd Suite #170, Scottsdale, AZ 85250, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies backed by years of combined knowledge and experience in wealth management. Our services go beyond wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. With access to industry analysts and specialists, our advisors can fully understand each client's financial situation and collaborate on creating long-term financial strategies. We are also committed to giving back to the communities we serve through volunteerism and charitable outreach.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Rizzo Financial Group
● ClosedRizzo Financial Group is a leading finance institution located in Scottsdale, Arizona. Our team of experienced professionals is dedicated to providing personalized financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, we are here to help. Visit us at 10575 North 114th Street to learn more about how Rizzo Financial Group can support your financial needs.
10575 N 114th St Unit 105, Scottsdale, AZ 85259, United States -
EPL Financial Services
● OpenEPL Financial Services is a leading finance institution located at 6065 East University Drive in Mesa, Arizona, United States. With a reputation for excellence in financial services, EPL offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, our team of experienced professionals is dedicated to providing personalized and innovative financial solutions. Visit us today to learn more about how EPL Financial Services can help you secure a brighter financial future.
6065 E University Dr Suite A, Mesa, AZ 85205, United States -
Integrated Financial Solutions
● ClosedIntegrated Financial Solutions is a finance institution located at 7115 East Baseline Road in Mesa, Arizona. As a fee-only Financial Planning firm, we offer unbiased, comprehensive, and objective advice to help individuals, families, business owners, and their employees organize, grow, and protect their assets through life's transitions. Serving clients locally in Arizona and nationwide, we act as fiduciaries, always working in the best interest of our clients. From investment management to financial planning, taxes, retirement, estate planning, and insurance, we provide tailored solutions to address any financial issue. Our goal is to build trusting and long-lasting relationships with our clients by fulfilling our fiduciary responsibility to them.
7115 E Baseline Rd Ste. 110, Mesa, AZ 85209, United States -
Sam Warda at Guaranteed Rate (NMLS #1078002)
● ClosedSam Warda at Guaranteed Rate (NMLS #1078002) is a finance institution located at 1300 South Litchfield Road, Goodyear, Arizona, United States. They provide the right advice to help you find the perfect mortgage for your needs, offering fast approvals with options as little as 3% down. Overcoming the obstacle of a down payment is made possible with grants and programs available from federal and local governments for homeownership. They offer VA loans, FHA loans, and USDA loans with 0-10% down payment requirements, making it easier for military service members and their families to build equity through real estate. Self-employed individuals can benefit from the Bank Statement Loan program, which allows them to seek a home loan without tax returns, W2s, or pay stubs. The institution also offers programs for purchasing larger properties or luxury homes in high-end real estate markets. Their Lock 'N' Roll program allows you to lock in a mortgage rate for 60, 75, or 90 days without a signed contract, while their Same-Day program ensures loan approval in just one day with options as little as 3% down. Physician home loans are available for medical professionals, with paid mortgage insurance and as little as 5% down. Foreign National loans are also offered for non-US citizens without a social security number, green card, or visa, and without requiring a FICO score. Additionally, they provide options for homeowners over 62 who need additional income for retirement or long-term care. Committed to overall wellness, they offer a convenient app for a personalized Rate experience to fit your lifestyle on-the-go.
1300 S Litchfield Rd Suite 220-E, Goodyear, AZ 85338, United States -
Legacy Offices
● ClosedLegacy Offices is a premier finance institution located at 4435 East Holmes Avenue in Mesa, Arizona. Our dedicated team of financial experts is committed to providing top-notch services to help our clients achieve their financial goals. With a strong focus on customer satisfaction and personalized solutions, Legacy Offices is the go-to destination for all your financial needs. Whether you're looking for investment advice, retirement planning, or assistance with estate planning, our experienced professionals are here to help. Visit us today to experience the Legacy Offices difference.
4435 E Holmes Ave, Mesa, AZ 85206, United States -
Self Directed Retirement Plans
● ClosedSelf Directed Retirement Plans, located at 929 North Val Vista Drive in Gilbert, Arizona, is a leading institution in the finance industry. With a focus on helping clients take control of their retirement funds, the company offers checkbook control so individuals can access their money when needed. Many clients have expressed frustration with third-party custodians who charge fees and limit investment choices, leading to missed opportunities for growth. Self Directed Retirement Plans aims to provide honest advice and flexibility in retirement solutions, with the goal of maximizing growth potential for clients. By offering checkbook control and access to a variety of investment options such as real estate and tax liens, the institution helps clients quadruple their retirement savings. Whether you are looking to consolidate old 401(k) accounts or earn extra money in retirement, Self Directed Retirement Plans has the expertise and resources to help you achieve your financial goals.
929 N Val Vista Dr Suite 109 #168, Gilbert, AZ 85234, United States -
Mesch Clark Rothschild
● ClosedMesch Clark Rothschild is a prominent law firm located at 259 North Meyer Avenue in Tucson, Arizona. With a team of experienced and dedicated lawyers, they offer a wide range of legal services to clients in the United States. Specializing in various areas of law, including business law, real estate, estate planning, and more, Mesch Clark Rothschild is committed to providing high-quality legal representation and personalized solutions to meet the needs of their clients. Whether you are seeking legal advice for a business matter or need assistance with estate planning, Mesch Clark Rothschild is here to help.
259 N Meyer Ave, Tucson, AZ 85701, United States -
Goering, Roberts, Rubin, Brogna, Enos & Treadwell-Rubin, P.C.
● ClosedGoering, Roberts, Rubin, Brogna, Enos & Treadwell-Rubin, P.C. is a prestigious law firm located at 3275 West Ina Road in Tucson, Arizona. With a team of experienced and knowledgeable lawyers, they provide expert legal services in various practice areas such as personal injury, family law, estate planning, and business law. Clients can trust in the firm's dedication to achieving successful outcomes and their commitment to providing excellent representation. Whether you are in need of legal advice or representation, Goering, Roberts, Rubin, Brogna, Enos & Treadwell-Rubin, P.C. is a reliable choice for all your legal needs.
3275 W Ina Rd #255, Tucson, AZ 85741, United States -
Dorris Law Group, PLLC
● ClosedDorris Law Group, PLLC is a reputable law firm located in Tucson, Arizona. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to their clients. Conveniently situated at 2 East Congress Street, Dorris Law Group, PLLC is a trusted resource for individuals seeking professional legal guidance and support in the United States.
2 E Congress St #708, Tucson, AZ 85701, United States -
Marchetti Law, PLLC
● ClosedMarchetti Law, PLLC is a reputable law firm located at 177 North Church Avenue in Tucson, Arizona. Specializing in various legal matters, the skilled team at Marchetti Law, PLLC is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, expertise, and personalized attention, this institution is committed to helping individuals navigate through legal challenges with ease and confidence. Whether you are in need of legal advice, representation, or advocacy, Marchetti Law, PLLC is here to assist you every step of the way.
177 N Church Ave Suite 1100, Tucson, AZ 85701, United States -
Bogutz & Gordon, P.C.
● ClosedBogutz & Gordon, P.C. is a reputable law firm located at 3503 North Campbell Avenue in Tucson, Arizona. With a team of experienced attorneys, they specialize in various areas of law including estate planning, probate, real estate, and business law. Known for their dedication to providing personalized and high-quality legal services, Bogutz & Gordon, P.C. is committed to helping clients navigate complex legal matters with expertise and professionalism. Whether you are in need of legal advice or representation, this firm is dedicated to helping you achieve the best possible outcome for your case.
3503 N Campbell Ave STE 101, Tucson, AZ 85719, United States -
Janet Altschuler, Attorney at Law
● ClosedJanet Altschuler, Attorney at Law is a reputable law firm located at 4711 North 1st Avenue in Tucson, Arizona. Specializing in various legal services, Janet Altschuler is a skilled lawyer with years of experience in handling cases related to family law, estate planning, and business law. Clients can trust in her expertise and dedication to providing personalized legal solutions tailored to their specific needs. Whether you are facing a divorce, need assistance with drafting a will, or require legal advice for your business, Janet Altschuler is committed to advocating for your rights and achieving the best possible outcome for your case. Contact Janet Altschuler, Attorney at Law today to schedule a consultation and discuss your legal needs.
4711 N 1st Ave, Tucson, AZ 85718, United States -
Elysium Legal
● ClosedElysium Legal is a law firm located at 7616 North La Cholla Boulevard in Tucson, Arizona, United States. Specializing in estate planning, the institution offers personalized recommendations on which service is best suited for each unique family. Whether it's setting up a will and trust or creating a comprehensive estate plan, the experienced team at Elysium Legal is there to guide clients through the process with expert legal support. Clients have praised the firm for their simplicity, clarity, and lack of pressure during the process. Backed by lawyers, Elysium Legal provides online services that are managed by nonlawyers, ensuring a seamless experience for all clients. Please note that the information on their website is for general purposes only and should not be considered legal advice. Contact Elysium Legal today for personalized estate planning solutions tailored to your individual needs.
7616 N La Cholla Blvd, Tucson, AZ 85741, United States -
Jeffrey Blackman, Ltd.
● ClosedJeffrey Blackman, Ltd. is a reputable law firm located at 271 North Stone Avenue in Tucson, Arizona, United States. Specializing in various areas of law, the firm is known for its experienced team of lawyers who provide expert legal advice and representation to clients. With a focus on delivering personalized service and achieving successful outcomes for their clients, Jeffrey Blackman, Ltd. is dedicated to upholding the highest standards of professionalism and integrity in the legal field. Whether you are in need of assistance with a legal matter, such as personal injury, family law, or estate planning, you can trust the team at Jeffrey Blackman, Ltd. to handle your case with care and expertise.
271 N Stone Ave, Tucson, AZ 85701, United States -
Lipman
● OpenLipman is a reputable law firm located in Rio Rico, Arizona, United States. With a team of experienced and dedicated lawyers, Lipman provides expert legal services to clients in a wide range of practice areas. From personal injury and family law to business and real estate transactions, Lipman is committed to delivering top-notch representation and achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Lipman is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Rio Rico, AZ 85648, United States -
Tretschok, McNamara and Miller, PC
● ClosedTretschok, McNamara and Miller, PC is a reputable law firm located at 2606 East 10th Street in Tucson, Arizona, United States. With a team of experienced and knowledgeable lawyers, they provide a wide range of legal services to their clients. Specializing in areas such as personal injury, criminal defense, family law, and estate planning, Tretschok, McNamara and Miller, PC is dedicated to providing high-quality representation and achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, this firm is committed to helping you navigate the legal system with confidence and peace of mind.
2606 E 10th St, Tucson, AZ 85716, United States -
Udall Law Firm, LLP
● OpenUdall Law Firm, LLP is a reputable legal institution located at 4801 East Broadway Boulevard in Tucson, Arizona, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Udall Law Firm, LLP is dedicated to helping individuals and businesses navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Udall Law Firm, LLP is here to help. Contact them today for a consultation and see how they can assist you with your legal needs.
4801 E Broadway Blvd #400, Tucson, AZ 85711, United States
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