TOP 30 Estate transfer in Scottsdale, Arizona

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Bennett & Porter is Arizona's premier insurance brokerage and wealth management firm, located at 3200 Hayden Road in Scottsdale. With over 20 years of experience, our team of financial and insurance advisors are dedicated to serving the residents of the valley with personalized and tailored services. Co-founded by Jack Bennett and Scott Porter in 2002, we have built a reputation for excellence and unmatched service. At Bennett & Porter, we understand that every individual is unique, which is why we offer customized insurance options and financial planning to meet your specific needs. Whether you need coverage for your life, family, or business, our industry experts will create custom coverages just for you. Our comprehensive planning services include budgeting, investments, savings, taxes, and more to help you reach both your short and long-term goals.

Natasha Bennett - COUNTRY Financial Representative is a trusted finance and insurance agency located at 9835 East Bell Road in Scottsdale, Arizona. As a representative of COUNTRY Financial, Natasha Bennett offers a wide range of financial services to help individuals and families plan for their future and protect what matters most. With a commitment to personalized service and expert guidance, Natasha Bennett is dedicated to helping clients achieve their financial goals and secure their financial well-being. Visit Natasha Bennett - COUNTRY Financial Representative today to learn more about their services and how they can help you plan for a secure financial future.

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.

eflects your unique goals and priorities. With a team of experienced wealth management professionals, we offer personalized financial strategies to high net worth individuals and businesses. Our holistic approach includes investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. We prioritize building deep and valued relationships with our clients, ensuring that we understand their specific situations and goals. Our goal is to help clients achieve their long-term financial goals by providing tailored advice and strategies. With over 20 years of experience in the industry, our Senior Vice President, Wealth Management Advisor, Bryan Jason Wollheim, is dedicated to working with high net worth families, individual investors, and business owners. He is supported by a team of experts who can help clients pursue their objectives through personalized strategies. Located at 23655 North Scottsdale Road in Scottsdale, Arizona, Merrill Lynch Financial Advisor Bryan Jason Wollheim is committed to helping clients navigate the complex world of finance and achieve financial success. Contact us today to learn more about how we can help you reach your financial goals.

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.

J Pearson Financial Group is a finance institution located at 6909 East Greenway Parkway in Scottsdale, Arizona, United States. We specialize in helping clients navigate today's economic challenges to identify long-term trends and opportunities for financial success. Our priority is understanding your personal situation, dreams, goals, and risk tolerance to create a customized financial plan. We offer educational resources such as videos, articles, presentations, and calculators to help you learn more about personal finance. Our total wealth management approach covers investments, taxes, insurance, and estate planning to address all your financial concerns. Our goal is to help you invest conservatively, minimize taxes, meet insurance needs, and plan for transferring wealth to future generations.

Merrill 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.

Dwornik 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.

Dwornik 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.

Dwornik Law, LLC is a law firm located at 16165 North 83rd Avenue in Peoria, Arizona, United States. If you are in need of an Estate Planning, Living Trusts or Probate lawyer in Phoenix, Chandler, Peoria, or Scottsdale, Richard Dwornik is here to help. With over 26 years of experience, Richard is dedicated to making the legal process easy and efficient for his clients. Services offered include Wills, Living Trusts, Powers of Attorney, Healthcare Powers of Attorney, Living Wills, and Probate. Estate Planning is crucial to ensure your assets go to the right people or charities after you pass away. A living trust can help simplify the transfer of assets and avoid the complexities of probate. Probate is the court process that occurs after someone dies with assets only in their name. It is important to seek legal counsel to understand your rights and obligations under the law. Contact Dwornik Law, LLC today for expert legal guidance at reasonable prices.