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TOP 30 Estate planning services in Scottsdale, AZ
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San Carlos
San Carlos is a real estate agency located at 9494 East Redfield Road in Scottsdale, Arizona, United States. Offering one-, two- and three-bedroom homes with stunning views of McDowell Mountain, San Carlos Apartments provides both classic and upgraded interiors. Upgrades include built-in shelving, premium finishes, and upgraded lighting and fixtures. The community amenities include a business center, two outdoor swimming pools, outdoor fire features, a fitness center, and garage or covered parking. With 18 years of award-winning customer service, San Carlos Apartments offers a variety of floor plans to suit every lifestyle. Enjoy the luxury of two outdoor swimming pools, a spa, grilling areas, and other upgraded features such as granite countertops, stainless steel appliances, and luxury vinyl plank flooring. Located near hiking and biking trails at McDowell Mountain Regional Park, San Carlos Apartments combines natural beauty with luxury living. Conveniently situated near Costco, PayPal, and the Mayo Clinic, and zoned to the Scottsdale Unified School District, San Carlos Apartments is the perfect place to call home. Explore our nearby communities and stay up to date with our latest industry news and community living advice.
List My Rental Home LLC
List My Rental Home LLC is a premier real estate and travel agency located at 16561 North 92nd Street in Scottsdale, Arizona, United States. Our team specializes in transforming properties into revenue generators through our proven management system. As a trusted luxury vacation rental property management company in the valley, we offer a comprehensive suite of services to alleviate the stress of vacation home property management. Family owned and operated, we are dedicated to providing the best experience for both our guests and property owners. Whether you need cleaning and check-in services or custom marketing plans, we have you covered. Our guests and owners always enjoy luxury amenities, unparalleled comfort, convenience, and professionalism when working with us.
Asset Preservation Wealth & Tax, Financial Advisors
Asset Preservation Wealth & Tax is a financial institution located at 11323 West Bell Road in Surprise, Arizona, United States. Specializing in accounting, finance, insurance, and legal services, our team of dedicated financial advisors is committed to providing personalized service to meet your unique financial needs. Our financial planners in Surprise, AZ take a human approach to financial, retirement, and estate planning, ensuring that your goals are met with care and expertise. As fiduciaries, we prioritize your interests, guaranteeing that there is no conflict of interest in how we conduct our business.
Asset Preservation Wealth & Tax, Financial Advisors
Asset Preservation Wealth & Tax is a financial institution located in Phoenix, Arizona, offering a wide range of services including accounting, finance, insurance, and legal advice. Our team of experienced financial advisors specializes in tax-saving tools and strategies to help you maximize your wealth and minimize your tax burden. We provide retirement planning and wealth management services tailored to your individual needs, guiding you towards a financially stable future. With our comprehensive financial services, including investing, tax planning, and estate planning, we can help you achieve your financial goals and secure a brighter future. Contact us at one of our convenient locations in Phoenix, Scottsdale, Tempe, or Las Vegas to start planning for your financial future today.
Risk Resource
Risk Resource is a well-known life insurance firm located at 9332 East Raintree Drive in Scottsdale, Arizona. Specializing in business and estate planning, we are dedicated to safeguarding the financial well-being of our clients by designing and implementing solutions to prepare individuals, families, and businesses for the future. Our goal is to provide peace of mind through comprehensive life insurance and succession planning strategies. With a focus on client-centricity, trust, transparency, and empathy, we work independently with the most reputable insurance companies to find the right solutions for each of our clients. Our team, led by Ian Sachs, has a deep understanding of complex business and estate planning, ensuring optimal coverage and underwriting outcomes.
Asset Preservation Wealth & Tax, Financial Advisors
Asset Preservation Wealth & Tax is a trusted institution located in Scottsdale, Arizona, providing a range of financial services including retirement planning, wealth planning, tax planning, and estate planning. Our team of experienced financial advisors in Scottsdale is dedicated to helping you achieve your financial goals and secure your financial future. With personalized financial plans tailored to your unique needs and preferences, we ensure that your net worth exceeds your expectations when you retire. Our services also include investment strategies, annuities, and more, all aimed at maximizing your wealth and minimizing your tax liabilities. Contact us today to schedule a meeting at one of our offices in Phoenix, Scottsdale, Tempe, or Las Vegas, and let us help you make the most of your hard-earned wealth.
Carrie Hall Clu Cfp
Carrie Hall Clu Cfp is a finance institution located at 6710 North Scottsdale Road, Scottsdale, Arizona, United States. They are a part of Carrie Hall and Associates Financial and Insurance Services, dedicated to serving professional advisors with a focus on clients' wealth management needs. Carrie Hall is one of just 30 agents in the nation who is a Nautilus Plus member of The Nautilus Group®, offering expertise in taxes, estate law, life insurance, accounting, and charitable giving. Their services include providing analysis and projections of personal and business financial situations, exploring strategies to achieve goals, collaborating with advisors, and implementing action plans. Carrie Hall and Chad Tucker are licensed to sell insurance and offer securities products and services in multiple states. They also provide advisory services through Eagle Strategies LLC. It is important to consult with a tax, legal, or accounting professional before making any decisions. Visit their website to learn more about their process and background.
Northwestern Mutual
Northwestern Mutual is a trusted finance and insurance agency located at 9841 East Bell Road in Scottsdale, Arizona, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored solutions to meet each client's unique needs. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation.
Canada to USA
Canada to USA is an insurance and travel agency located at 7629 East Pinnacle Peak Road in Scottsdale, Arizona. Our institution offers expert advice and professional services exclusively for Canadians living in the United States. Owned and operated by Canadian citizens, we specialize in providing a range of services including real estate, insurance, financial planning, and discounted travel services. We help Canadians save money on travel with discounts of up to 70% on hotels, 50% on flights, 25% on rental cars, and 60% on entertainment tickets. Our team assists Canadians with buying and selling U.S. real estate, securing travel health insurance, obtaining home and auto insurance, currency exchange, mortgage rates, financial planning, and cross border tax strategies. We are the go-to resource for Canadians in all 50 U.S. states, with top services requested in cities such as Orlando, Phoenix, Los Angeles, Dallas, Honolulu, Seattle, and Charleston. Join our membership to access exclusive discounts and start saving money on all your U.S. needs!
Travli Hospitality Company
Travli Hospitality Company, located at 9332 North 95th Way, Scottsdale, Arizona, is a multifaceted institution offering services as a general contractor, real estate agency, and travel agency. Crafting Elevated Escapes with Unmatched Distinction, Travli is Arizona's premier luxury short-term rental management company dedicated to creating flawless vacation experiences. With years of expertise, Travli ensures that your stay in Arizona exceeds all expectations. From meticulously tailored property descriptions to seamless check-in processes, Travli prioritizes transparency, authenticity, and anticipation in every aspect of your vacation. Each property under Travli's management is a testament to safety, immaculateness, and relaxation, with exclusive amenities and personalized concierge services to enhance your stay.
AZRNR
AZRNR, located at 4236 North Brown Avenue in Scottsdale, Arizona, is a unique institution that offers a combination of real estate agency and travel agency services. Specializing in professional, high-quality real estate representation and furnished vacation rental management, AZRNR aims to provide a different experience for its clients. As a division of the nationally recognized Barrett Real Estate brokerage, AZRNR is proud to be part of Barrett's Gray Door Group, known for innovation, service, communication, and integrity. Whether you are buying, selling, renting, investing, or looking for a vacation home, AZRNR promises exceptional service, experience, and commitment from start to finish. With a focus on accountability, competence, quality service, experience, and commitment, AZRNR ensures that every transaction is handled with care and expertise.
GoodNight Stay Vacation Rentals
GoodNight Stay Vacation Rentals is a premium lodging, real estate, and travel agency located at 15757 North 78th Street in Scottsdale, Arizona, United States. We offer upscale vacation rentals in exciting destinations such as Cave Creek, Chandler, Flagstaff, Fountain Hills, Gilbert, Paradise Valley, Phoenix, Sedona, and Scottsdale. We also have vacation rentals in Davenport, Englewood, Kissimmee, Port Charlotte, Port Saint Joe, Punta Gorda, Rotonda West, and Siesta Key. At GoodNight Stay, we provide more than just traditional lodging. Whether you're traveling for business or pleasure, we ensure that your stay is ideal and tailored to your needs. Planning a friends trip or a bachelor/bachelorette party? Travel in style and sophistication with our vacation rentals. Our world-class concierge service can help you plan your itinerary.
Phoenix Arizona Vacation Rentals
Phoenix Arizona Vacation Rentals is a premier real estate and travel agency located in Scottsdale, Arizona. We offer a wide selection of luxurious vacation rental properties in the beautiful city of Phoenix, perfect for those looking for a relaxing getaway or a fun-filled adventure. Our team of experienced professionals is dedicated to providing top-notch service and helping you find the perfect rental for your needs. Whether you're looking for a cozy condo or a spacious villa, we have something for everyone. Visit us at 5540 East Crocus Drive and let us help you plan your dream vacation in Arizona.
BRIC International Vacation Rentals
BRIC International Vacation Rentals is a premier real estate and travel agency located at 8776 East Shea Boulevard in Scottsdale, Arizona, United States. Specializing in condo rentals and vacation properties in Playa Del Carmen, Mexico, BRIC offers over 150 stunning vacation rentals with breathtaking views. With a dedicated full-time staff in Playa del Carmen, guests can expect top-notch services including tours, airport transfers, and private check-in and check-out services. BRIC Vacation Rentals is known for providing unparalleled condo rentals and vacation services in Playa del Carmen, making it the go-to destination for travelers seeking a tropical paradise. Playa del Carmen, Mexico, located in the heart of the Mayan Riviera, offers crystal-clear waters, ancient ruins, and vibrant nightlife. BRIC Vacation Rentals is proud to be a part of this unique community, helping vacation seekers find accommodations and plan unforgettable trips for over a decade. Known affectionately as "Playa" by locals, this charming town boasts controlled growth, ensuring unobstructed views of the Caribbean waters and natural scenery. With a diverse community and a mix of beach vibes and metropolitan feel, Playa del Carmen is a sought-after family destination.
MoboNoto LLC
MoboNoto LLC, located at 9847 East Preserve Way, Scottsdale, Arizona, United States, is a finance institution that offers quick and accurate on-the-go notary services for personal, legal, and mortgage documents. Specializing in Estate Planning, MoboNoto LLC allows you to spend $10 per notary stamp on your documents, potentially saving your loved ones from costly probate attorney fees. With simple probate cases often costing thousands of dollars and taking months to resolve, MoboNoto LLC aims to simplify the process and provide peace of mind for individuals and families. By ensuring that legal papers are properly authenticated, MoboNoto LLC adds a layer of security and credibility to important decisions. With a commitment to integrity and ethical conduct, MoboNoto LLC strives to provide a positive and reliable notarial experience for all clients.
Wealth Engineering, LLC
Wealth Engineering, LLC is a finance institution located at 20325 North 51st Avenue in Glendale, Arizona, United States. Recognized by major news publications for their expertise in financial markets, trends, and forecasts, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Founded by Certified Financial Planner™ David J. Fernandez, the firm offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, Wealth Engineering works with high net worth individuals seeking a financially successful retirement. Their services focus on providing financial peace of mind through a global investment strategy that creates diversified portfolios for less volatile, risk-adjusted returns in a tax-efficient manner. With additional offices in Scottsdale, Wealth Engineering is dedicated to helping clients achieve their financial goals and prioritize their financial resources for a secure future.
Hosler Wealth Management LLC
Hosler Wealth Management LLC, located at 7400 East Pinnacle Peak Road in Scottsdale, Arizona, is a finance institution that specializes in personalized financial planning, estate planning strategies, wealth management, and tax services with a focus on guiding clients towards a tax-free retirement. Led by Bruce Hosler, an experienced Advisor and tax specialist, the firm offers private wealth and tax reduction strategies to help clients prosper. Recognized by Forbes as a Best-In-State Wealth Advisor in Arizona, Hosler Wealth Management is committed to providing expert guidance and essential support to clients. The institution offers a comprehensive Foundational Financial Plan™ designed for tax-free retirement income, as well as advanced tax planning, preparation, and reduction strategies. The team at Hosler Wealth Management is dedicated to helping clients move towards a tax-free retirement through personalized financial plans and investment strategies. With a focus on fiduciary duty, the institution ensures that clients' best interests are always at the heart of their services. Additionally, they offer Exit Planning services, providing a strategy for owners to exit their businesses on their own terms. With a team of experienced professionals, including Certified Financial Planners (CFP®) and Accredited Investment Fiduciaries (AIF®), Hosler Wealth Management is dedicated to helping individuals and families achieve their financial goals.
Chris Millar - Financial Advisor: Millar Financial
Chris Millar - Financial Advisor: Millar Financial is a finance institution located at 7025 North Scottsdale Road, Paradise Valley, Arizona, United States. Specializing in wealth management for individual investors and entrepreneurs, we offer tailored financial plans that align with your unique goals and circumstances. Our client-centered approach focuses on building trust and open communication to help you achieve financial success. Our dedicated team continuously monitors and adjusts financial plans and investment portfolios to fit evolving goals and market conditions. From setting financial goals to retirement planning and estate planning, we provide financial guidance for every chapter of your life story. Our services are designed to help you maximize your assets, minimize taxes, and secure your financial future for generations to come. Contact us today for a free consultation and start your road to financial success. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC.
WealthTrust Advisors
WealthTrust Advisors is a boutique wealth advisory practice located at 1490 South Price Road in Chandler, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our dedicated team of advisors has over 24 years of experience in the investment management industry and takes 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. Our advisors work together as a team, leveraging the collective wisdom of the Hightower community to deliver tailored wealth management solutions. We prioritize teamwork, integrity, knowledge, experience, service, and loyalty in all that we do.
Solid Rock Wealth Management, Inc.
Solid Rock Wealth Management, Inc. is a finance institution located in Scottsdale, Arizona. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, our team is here to help. At Solid Rock Wealth Management, Inc., we believe in building solid financial foundations for our clients, so they can enjoy a secure and prosperous future. Visit us at 9664 East Sidewinder Trail to learn more about how we can help you achieve financial success.
Merrill Lynch Financial Advisor James E Rogers
Merrill Lynch Financial Advisor James E Rogers is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. James has over 11 years of experience in the financial services industry and holds designations such as Accredited Asset Management Specialist, Retirement Accredited Financial Advisor, and CPFA. He offers services in estate and wealth transfer strategies, education planning, retirement plan consulting, wealth preservation, and insurance planning strategies. Additionally, clients can benefit from the expertise of a Wealth Management Lending Officer from Bank of America, N.A. who provides personalized home financing guidance. James is a proud US Army veteran and is actively involved in the community. He is dedicated to understanding his clients' goals and helping them achieve financial success through personalized investment strategies. Contact James Rogers for a customized approach to managing and growing your wealth.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 7033 East Greenway Parkway in Scottsdale, Arizona, offers a unique approach to wealth management for individuals looking to transition from wealth-building to wealth-enjoying. The firm believes in connecting all aspects of your financial life, not just focusing on investment returns. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors ensures that all your financial needs are met and coordinated effectively. The talented wealth advisors at Mercer Advisors in Scottsdale are dedicated to helping you achieve your financial goals and peace of mind. With years of experience in the financial services industry, these advisors offer a holistic approach to wealth management, taking into account all aspects of your financial well-being. From investment management to estate planning, they are here to guide you every step of the way.
Intelligent Capitalworks
Intelligent Capitalworks is a finance institution located at 16427 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in fiduciary wealth management, our team of Scottsdale financial advisors is dedicated to helping individual investors solve their retirement planning, investment, and wealth management challenges. As one of only two CEFEX-certified financial advisory firms in Arizona, we offer fiduciary fee-only wealth advisory services for high-net worth individuals, families, and trusts. Our client advisors are all Certified Financial Planners™ and members of NAPFA, adhering to strict fee-only compensation and ethical obligations. We are also the only member in metropolitan Phoenix offering fiduciary fee-only wealth advisory services. With a focus on retirement planning, investment management, trust and estate planning, and philanthropic planning, Intelligent Capitalworks is committed to serving our clients' best interests and maintaining the highest level of competency. Recognized by organizations such as the Investment Adviser Association, Bloomberg Business Profile, and Forbes Finance Council, we are dedicated to providing top-quality financial advice and guidance to our clients. Trust Intelligent Capitalworks for experienced wealth management fiduciary services among Scottsdale financial advisors.
Edward Jones - Financial Advisor: Cole St Clair
Edward Jones - Financial Advisor: Cole St Clair is a reputable financial institution located at 13610 North Scottsdale Road in Scottsdale, Arizona, United States. As a dedicated financial advisor, Cole St Clair provides personalized financial planning services to help individuals achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Cole St Clair offers a wide range of financial services, including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cole St Clair is committed to providing expert guidance and support every step of the way. Visit us today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Lijun He
Merrill Lynch Financial Advisor Lijun He is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Lijun He is committed to serving clients with the highest professional and ethical standards, bringing joy, confidence, and clarity to their financial planning and asset management journey. With a background in academic research and a deep commitment to helping individuals achieve their financial goals, Lijun He offers a one-stop shop for financial services, including investments, banking, risk management, and trust and estate fiduciary services. As a mother, wife, and community volunteer, Lijun He understands the importance of saving, investing, and giving as individuals and families. She is actively involved in various philanthropic organizations and serves on the board of directors for social impact and education equity organizations.
Exeter Financial, LLC
Exeter Financial, LLC is a prestigious Wealth Management Firm located at 7001 North Scottsdale Road in Scottsdale, Arizona, United States. Our team of highly specialized professionals excels in the areas of investing, estate, and tax planning, working closely with High Net Worth clients to create personalized financial plans that provide peace of mind for the present and the future. We offer a tailored mix of planning and investing services to support and sustain your life and lifestyle. With a commitment to delivering personalized financial planning and wealth management through hands-on services, we cater to high-net-worth individuals, families, institutions, and family offices. Our services include comprehensive financial planning, investment management, and estate planning. At Exeter Financial, we stand out for our experience, ethics, genuine care, and compassion for our clients. From the initial introduction to the investment phase and beyond, you can expect to work with dedicated professionals who are passionate about helping you achieve your financial goals. Contact us at 480-588-0830 or info@exeterfinancial.com to learn more about how we can help you secure your financial future.
Alpha Fiduciary
Alpha Fiduciary is a leading finance institution located at 20645 North Pima Road in Scottsdale, Arizona, United States. With a strong commitment to providing expert fiduciary services, Alpha Fiduciary offers personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals work closely with clients to create customized investment strategies and manage their assets with integrity and transparency. Whether you are looking for wealth management, retirement planning, or estate planning services, Alpha Fiduciary is dedicated to helping you secure a stable financial future.
Northsight Wealth Management
Northsight Wealth Management, located at 20715 North Pima Road in Scottsdale, Arizona, is a finance institution dedicated to preserving, growing, and planning your wealth to meet your most important goals. Our experienced advisors offer tailored solutions for individuals, families, and businesses, focusing on financial stability and growth. We specialize in optimizing businesses, reducing taxes, and investing wisely, with a fee-based approach that prioritizes your best interests. Our comprehensive range of financial products and services includes risk management, estate planning, and investment portfolio construction. We provide personalized financial planning, tax planning guidance, and a unique Tax Optimization Business System to help you maximize your income and assets. At Northsight Wealth, we take our role as a trusted fiduciary seriously, committed to managing your assets with the highest standards of ethical conduct and integrity. Our goal is to guide you along your path to financial success, offering asset protection, investment strategies, retirement planning, and other wealth management services tailored to business owners. With a focus on tax optimization and personalized financial planning, we are dedicated to helping you achieve your financial goals and secure your family's future.
Bank of America Private Client Advisor Mikola A Efimenko
Bank 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.
Capital Wealth Alliance
Capital 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.
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