TOP 30 Estate planning services in Phoenix, Arizona
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Oz Morgan Law
● ClosedOz Morgan Law is a reputable law firm located at 4500 North 32nd Street in Phoenix, Arizona. Specializing in various aspects of law, the experienced team at Oz Morgan Law is dedicated to providing exceptional legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Oz Morgan Law is here to help. With a commitment to excellence and a track record of success, you can trust Oz Morgan Law to advocate for your rights and achieve the best possible outcome for your legal needs.
4500 N 32nd St #115, Phoenix, AZ 85018, United States -
Lincoln & Lauer, PLLC
● ClosedLincoln & Lauer, PLLC is a reputable law firm located at 3514 East Indian School Road in Phoenix, Arizona. Specializing in various areas of law, including personal injury, criminal defense, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Lincoln & Lauer, PLLC is here to advocate for your rights and help you navigate the legal system with confidence. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
3514 E Indian School Rd, Phoenix, AZ 85018, United States -
Shorr Margo A
● OpenShorr Margo A is a reputable law firm located on North Tatum Boulevard in Phoenix, Arizona. With a team of experienced and skilled lawyers, they provide top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury, family law, or estate planning, Shorr Margo A is dedicated to providing personalized and effective solutions to meet your legal needs. Trust in their expertise and commitment to achieving the best possible outcome for your case. Contact Shorr Margo A today for professional legal representation in Phoenix, Arizona.
13835 N Tatum Blvd Ste 9 PMB 602, N Tatum Blvd, Phoenix, AZ 85032, United States -
Dietz Law Firm, PLLC
● OpenDietz Law Firm, PLLC is a reputable legal institution located at 11209 North Tatum Boulevard in Phoenix, Arizona, United States. Specializing in various areas of law, the firm provides expert legal services to clients in need of professional representation. With a team of experienced lawyers, Dietz Law Firm, PLLC is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the firm is committed to providing top-notch legal support. Trust Dietz Law Firm, PLLC to handle your legal needs with skill, expertise, and dedication.
11209 N Tatum Blvd Ste 110, Phoenix, AZ 85028, United States -
Joan A McGue Law
● ClosedJoan A McGue Law, located at 3420 East Shea Boulevard in Phoenix, Arizona, is a trusted institution specializing in legal services for individuals and families. With expertise in estate planning, Joan McGue can help you navigate the complexities of trusts, wills, and powers of attorney to ensure that your assets are distributed according to your wishes. Whether you are looking to protect your assets for future generations, provide for loved ones with special needs, or simply avoid probate, Joan McGue can provide personalized guidance to meet your unique needs. Don't wait to plan for the future - contact Joan A McGue Law today for expert legal advice and peace of mind.
3420 E Shea Blvd #200, Phoenix, AZ 85028, United States -
Martin D LaPrade, Attorney at Law
● ClosedMartin D LaPrade, Attorney at Law is a reputable law firm located at 11811 North Tatum Boulevard in Phoenix, Arizona. Specializing in various legal matters, Martin D LaPrade offers expert legal advice and representation to clients in need. With a focus on professionalism, integrity, and dedication, Martin D LaPrade, Attorney at Law is committed to providing high-quality legal services to individuals and businesses in the Phoenix area. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Martin D LaPrade is here to help. Contact us today to schedule a consultation and discuss your legal needs.
11811 N Tatum Blvd, Phoenix, AZ 85028, United States -
Braun Cathie Kruzel PC
● ClosedBraun Cathie Kruzel PC is a well-established law firm located at 8501 East Princess Drive in Scottsdale, Arizona. With decades of experience, our team offers personalized attention and comprehensive services to a diverse client base, including family partnerships, real estate investors, and manufacturing businesses. We specialize in estate planning, business law, real estate transactions, and charitable gift planning. Our team, led by shareholders Bradley S. Braun and Gregory M. Kruzel, is dedicated to helping clients achieve their goals and protect their assets. Whether you need assistance with negotiating property agreements, developing a business succession plan, or creating a charitable giving strategy, our experienced attorneys are here to help. We also offer a free guide on estate planning essentials on our website.
8501 E Princess Dr #190, Scottsdale, AZ 85255, United States -
Platt & Westby, P.C.
● ClosedPlatt & Westby, P.C. is a well-established law firm located at 1425 West Elliot Road in Gilbert, Arizona. Since 1974, our experienced team of attorneys has been representing clients in Mesa, Tempe, Chandler, Gilbert, and surrounding communities with dedication and expertise. At Platt & Westby, P.C., our attorneys are known for fiercely advocating for our clients and providing guidance through complex legal issues. We offer straightforward advice, prompt communication, and expert legal representation in a variety of areas including real estate, probate, estate planning, litigation, and family law.
1425 W Elliot Rd STE 201, Gilbert, AZ 85233, United States -
Modern Law
● ClosedModern Law is a leading institution located at 1744 South Val Vista Drive in Mesa, Arizona, United States. Specializing in family law, our team of expert lawyers is dedicated to providing the best legal representation and guidance for our clients. Whether you are going through a divorce, custody battle, or any other family law issue, we are here to help. At Modern Law, we understand that family law cases are more than just legal transactions – they are life-changing events with high stakes. Our team is committed to your growth, well-being, and success. We offer a range of services, from full legal representation to mediation, tailored to meet your individual needs.
1744 S Val Vista Dr #205, Mesa, AZ 85204, United States -
Boland Law Group, PLLC
● ClosedBoland Law Group, PLLC is a trusted institution located at 15100 North 78th Way in Scottsdale, Arizona. Specializing in accounting, finance, and legal services, our team is dedicated to providing top-notch assistance to clients in the Greater Phoenix, Scottsdale, and Chandler areas. We also offer in-home appointments for those in Sedona, Prescott, and surrounding areas. At BLG, we understand the importance of estate planning and are here to help navigate the complexities of making large gifts before the 2025 exemption sunset. Trust Boland Law Group, PLLC for all your financial and legal needs.
15100 N 78th Way STE 203, Scottsdale, AZ 85260, United States -
Dwornik Law, LLC
● ClosedDwornik Law, LLC is a reputable law firm located at 3100 West Ray Road in Chandler, Arizona, United States. Specializing in Estate Planning, Living Trusts, and Probate, attorney Richard Dwornik has over 26 years of experience in the legal field. With offices in Phoenix, Chandler, Peoria, and Scottsdale, Dwornik Law is dedicated to providing personalized and efficient legal services to clients. Estate Planning is crucial for ensuring that your assets are distributed according to your wishes after you pass away. Without proper planning, your Estate may be subject to costly legal battles and court fees. Dwornik Law offers services such as Wills, Living Trusts, Powers of Attorney, Healthcare Powers of Attorney, Living Wills, and Probate to help you secure your legacy.
3100 W Ray Rd #201, Chandler, AZ 85226, United States -
Compton Law P.C.
● ClosedCompton Law P.C. is a trusted law firm located at 1423 South Higley Road in Mesa, Arizona, United States. Specializing in estate planning, our expert team can help you tailor a comprehensive plan to safeguard your assets and provide for your loved ones. From estate settlement to drafting a Last Will and Testament, we are here to guide you through the process with care and efficiency. Our services also include establishing living trusts, starting a business, protecting assets during long-term care, and more. With over 35 years of experience, our team at Compton Law P.C. is dedicated to providing personalized legal solutions to meet your needs. Whether you are looking for advice on estate planning, probate, trust administration, or any other legal matter, we are here to help. Contact us for a free 30-minute consultation regarding your living trust. We serve clients in Mesa, Gilbert, Phoenix, Chandler, Tempe, Queen Creek, Scottsdale, Gold Canyon, and all East Valley and Maricopa County areas.
1423 S Higley Rd #112, Mesa, AZ 85206, United States -
Financial Discovery Associates
● OpenFinancial Discovery Associates is a reputable finance institution located at 5110 North Central Avenue in Phoenix, Arizona, United States. With a team of experienced financial experts, they provide a wide range of financial services including investment management, retirement planning, estate planning, and more. Their personalized approach and commitment to client satisfaction make them a trusted partner in helping individuals and businesses achieve their financial goals. Visit Financial Discovery Associates today to discover how they can help you secure a stable financial future.
5110 N Central Ave UNIT 220, Phoenix, AZ 85013, United States -
Tailwind Investment Management, LLC
● ClosedTailwind Investment Management, LLC is a finance institution located in Phoenix, Arizona. Specializing in investment management for personal trusts, taxable accounts, non-profits, and foundations, Tailwind offers a practical approach to aligning investment strategies to take advantage of opportunities while managing irrational investor behavior. Led by Gregg Balderrama, a seasoned investment professional with over 20 years of experience, the institution focuses on operating in a fiduciary capacity within the guidelines of the Prudent Investor Rule. Tailwind's investment philosophy is rooted in empiricism, focusing on what works in a pragmatic manner in the real world. The institution offers analysis and consultation services to help clients navigate the complexities of estate planning and develop appropriate investment policies that meet fiduciary standards. Additionally, Tailwind provides the option to have investments professionally managed based on a percentage of assets under management.
2 N Central Ave Suite #1800, Phoenix, AZ 85004, United States -
Meikle Financial Group
● ClosedMeikle Financial Group is a leading finance institution located at 22601 North 19th Avenue in Phoenix, Arizona, United States. With a reputation for excellence in financial services, our team of experienced professionals is dedicated to providing top-notch financial advice and solutions to our clients. Whether you are looking for investment guidance, retirement planning, or assistance with estate planning, Meikle Financial Group is here to help you achieve your financial goals. Trust us to provide personalized service and expert advice to help you navigate the complex world of finance.
22601 N 19th Ave #118, Phoenix, AZ 85027, United States -
Forum Wealth Management
● ClosedForum Wealth Management is a premier financial institution located at 2550 West Union Hills Drive in Phoenix, Arizona. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. From investment planning and portfolio management to retirement and estate planning, we offer a comprehensive range of services tailored to meet each client's unique needs. Trust Forum Wealth Management to provide expert guidance and personalized solutions to help you build and protect your wealth.
2550 W Union Hills Dr Ste 350, Phoenix, AZ 85027, United States -
EP Wealth Advisors
● OpenEP Wealth Advisors is a finance institution located at 4425 East Agave Road in Phoenix, Arizona, United States. Specializing in serving small business owners and female investors, our team of financial advisors offers a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals. Our experienced advisors, including Linda Ginder and Levi Anderson, are dedicated to helping you achieve success on your terms by providing the insights and tools you need to be knowledgeable and purposeful stewards of your wealth. Visit our Phoenix-Ahwatukee office to meet our team and see how we can help you plan for a secure financial future.
4425 E Agave Rd #132, Phoenix, AZ 85044, United States -
Mark Dewane - RBC Wealth Management Financial Advisor
● ClosedMark Dewane - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona. As a trusted financial advisor, Mark Dewane offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Mark provides expert advice and guidance on investment strategies, retirement planning, estate planning, and more. Clients can trust in Mark's expertise and dedication to helping them secure their financial future.
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016, United States -
Stephen F. Couch - RBC Wealth Management Financial Advisor
● ClosedStephen F. Couch - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, Stephen F. Couch provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial expertise, clients can trust Stephen F. Couch to provide sound financial advice and guidance.
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016, United States -
Tarbox Family Office
● ClosedTarbox Family Office is a premier finance institution located at 645 East Missouri Avenue in Phoenix, Arizona, United States. Specializing in providing comprehensive financial services to high-net-worth individuals and families, Tarbox Family Office offers personalized wealth management solutions tailored to meet the unique needs and goals of each client. With a team of experienced financial advisors and investment professionals, the institution is dedicated to helping clients achieve their financial objectives and secure their financial future. Whether it's investment management, estate planning, tax optimization, or philanthropic giving, Tarbox Family Office is committed to delivering top-notch financial services with the highest level of integrity and expertise.
645 E Missouri Ave Suite 270, Phoenix, AZ 85012, United States -
Rogers & Kirby Inc
● ClosedRogers & Kirby Inc is a reputable finance institution located at 7210 North 16th Street in Phoenix, Arizona, United States. With a strong focus on providing comprehensive financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and customized solutions to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or assistance with estate planning, Rogers & Kirby Inc is committed to providing top-notch service and expertise. Visit their office today to start planning for a secure financial future.
7210 N 16th St, Phoenix, AZ 85020, United States -
Financial Freedom Advisors
● ClosedFinancial Freedom Advisors is a premier financial institution located at 11811 North Tatum Boulevard in Phoenix, Arizona. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals and attain true financial freedom. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. With a commitment to personalized service and a focus on long-term success, Financial Freedom Advisors is the go-to destination for anyone seeking expert financial guidance.
11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028, United States -
Allworth Financial
● ClosedAllworth Financial is a finance institution located at 11240 North Tatum Boulevard in Phoenix, Arizona, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Allworth Financial offers personalized financial planning, investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial is dedicated to helping you make informed decisions and secure your financial future.
11240 N Tatum Blvd Suite 110, Phoenix, AZ 85028, United States -
William Day - TIAA Wealth Management Advisor
● ClosedWilliam Day - TIAA Wealth Management Advisor is a leading financial institution located at 3131 East Camelback Road in Phoenix, Arizona. As a trusted wealth management advisor, William Day and his team provide personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on investment management, retirement planning, and estate planning, William Day offers expert guidance and support to individuals and families looking to build and preserve their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your assets, William Day - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
3131 E Camelback Rd UNIT 420, Phoenix, AZ 85016, United States -
RBC Wealth Management Branch - Desert Southwest
● ClosedRBC Wealth Management Branch - Desert Southwest is a leading financial institution located at 2938 East Camelback Road in Phoenix, Arizona. Our branch offers a wide range of wealth management services to individuals and businesses in the Desert Southwest region. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, our experts are here to help. Visit us today to learn more about how we can help you manage and grow your wealth.
2938 E Camelback Rd, Phoenix, AZ 85016, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 4800 North Scottsdale Road, Scottsdale, Arizona, United States. Our mission is to make the complex simple and help individuals define and find their financial freedom with highly customized wealth strategies. We provide top-notch service tailored to the unique needs of our clients in Scottsdale, Phoenix, Chandler, Paradise Valley, Gilbert, Mesa, Surprise, Goodyear, Peoria, Carefree, Cave Creek, Glendale, Queen Creek, Apache Junction, Sun Lakes, Sun City, and Sun City West. Our services include financial planning, investment planning, tax planning, insurance, Medicare, estate planning, retirement planning, and legacy planning. We work closely with a trusted network of experienced business partners to provide comprehensive financial solutions. Our location in Scottsdale offers a beautiful view of Camelback Mountain, making it convenient for clients to visit while enjoying the many activities Scottsdale has to offer. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of wealth management. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Please consult legal or tax professionals for specific advice regarding your individual situation. Our awards and recognitions, such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators, reflect our commitment to excellence in the financial industry. Visit our website for more information about our services and advisors.
4800 N Scottsdale Rd #1900, Scottsdale, AZ 85251, United States -
Goodman Law Group
● ClosedGoodman Law Group is a reputable legal institution located at 2 North Central Avenue in Phoenix, Arizona. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a criminal matter, our skilled lawyers are here to guide you through the legal process. With a commitment to excellence and a track record of success, Goodman Law Group is the trusted choice for all your legal needs in the United States.
2 N Central Ave #1900, Phoenix, AZ 85004, United States -
Pena Law Firm, PLLC - George A. Pena, Esq.
● OpenPena Law Firm, PLLC - George A. Pena, Esq. is a reputable law firm located at 420 West Roosevelt Street in Phoenix, Arizona. Led by experienced attorney George A. Pena, the firm offers a wide range of legal services to clients in need of professional representation. With a focus on providing personalized attention and achieving favorable outcomes for clients, Pena Law Firm, PLLC is dedicated to upholding the highest standards of legal excellence. Whether you are facing a criminal charge, dealing with a family law issue, or seeking assistance with estate planning, George A. Pena and his team are here to help. Contact Pena Law Firm, PLLC today to schedule a consultation and discuss your legal needs.
420 W Roosevelt St, Phoenix, AZ 85003, United States -
Dwornik Law, LLC
● ClosedDwornik Law, LLC is a trusted law firm located at 1650 North 1st Avenue in Phoenix, Arizona. Specializing in Estate Planning, Living Trusts, and Probate, attorney Richard Dwornik brings over 26 years of experience to his practice. With offices in Phoenix, Chandler, Peoria, and Scottsdale, Dwornik Law is dedicated to providing personalized and affordable legal services to clients. Estate Planning is crucial in ensuring that your assets are distributed according to your wishes in the event of incapacitation or death. Dwornik Law offers services such as Wills, Living Trusts, Powers of Attorney, Healthcare Powers of Attorney, Living Wills, and Probate assistance to help you plan for the future.
1650 N 1st Ave, Phoenix, AZ 85003, United States -
Busching Law PLC
● ClosedBusching Law PLC is a reputable law firm located at 6007 South 40th Street in Phoenix, Arizona. Our team of experienced attorneys specializes in various areas of law, including personal injury, family law, estate planning, and more. We are dedicated to providing top-notch legal services to our clients and strive to achieve the best possible outcomes for their cases. With a commitment to excellence and a track record of success, Busching Law PLC is the go-to choice for individuals seeking expert legal representation in the Phoenix area.
6007 S 40th St STE 3, Phoenix, AZ 85042, United States
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