Fiduciary law in Tucson, Arizona
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JSB Fiduciary
JSB Fiduciary is a reputable law firm located at 8110 South Houghton Road in Tucson, Arizona. Specializing in fiduciary services, our experienced team of lawyers is dedicated to providing expert legal advice and guidance to individuals and businesses alike. With a commitment to professionalism and integrity, JSB Fiduciary is your trusted partner in navigating complex legal matters. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
ERISA Benefits Law, PLLC
ERISA Benefits Law, PLLC is a professional institution located at 2302 East Speedway Boulevard in Tucson, Arizona, United States. Specializing in accounting, finance, and legal services, the team at ERISA Benefits Law, PLLC is dedicated to providing expert advice and guidance on employee benefits and retirement plans governed by the Employee Retirement Income Security Act (ERISA). With a focus on helping clients navigate complex legal and financial matters, the skilled professionals at ERISA Benefits Law, PLLC are committed to delivering personalized solutions and exceptional service.
Morgan, Cohen & Bach
Morgan, Cohen & Bach is a prestigious finance institution located at 7225 North Mona Lisa Road in Tucson, Arizona, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Morgan, Cohen & Bach is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, Morgan, Cohen & Bach is the go-to institution for all your financial needs.
Fleming & Curti PLC
Fleming & Curti PLC is a law firm located at 1745 East River Road in Tucson, Arizona. Specializing in estate planning, trust and probate administrations, the firm is dedicated to helping families navigate complex financial and legal matters. With a team of experienced attorneys, including Robert Fleming, Elizabeth Noble Rollings Friman, Amy Farrell Matheson, and law clerk Matthew, the firm offers personalized solutions to meet the needs of each client. Robert Fleming, a certified Specialist in Estate and Trust Law and Certified Elder Law Attorney, has a long history of involvement in national organizations and is proud of his work with the Special Needs Alliance. Elizabeth Rollings Friman is a licensed fiduciary who is passionate about her work as a trustee, personal representative, guardian, and conservator. Amy Farrell Matheson, a member of the Southern Arizona Estate Planning Council, focuses on estate planning and probate matters.
Newman & Ahlers
Newman & Ahlers is a law firm located at 2650 North Country Club Road in Tucson, Arizona, United States. Specializing in estate planning, elder law, and fiduciary services, we are dedicated to helping individuals and families navigate difficult decisions. Our services include preparing wills, trusts, and powers of attorney to ensure the smooth transfer of wealth and planning for incapacity. Additionally, we offer assistance with adult guardianship, conservatorship, long term care planning, probate, and trust administration. For those without family or friends to act as trustee, personal representative, or agent, we can step in to provide support. Please note that using this website or contacting us through it does not establish an attorney/client relationship. This site is for informational purposes only and serves as legal advertising.
Eli J. Guiterman, Esq.
guardian ad litem"; and administrator ad litem. Eli also accepted appointments as a mediator, arbitrator and settlement master in probate and fiduciary matters. In 2014, Eli relocated to Arizona and began practicing law in the Tucson area. Eli is licensed to practice law in the State of Arizona and the District of Columbia. He is a member of the Arizona State Bar Association, the District of Columbia Bar Association, and the Pima County Bar Association."
Theodore Todd Risen - Financial Advisor, Ameriprise Financial Services, LLC
Theodore Todd Risen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2484 East River Road, Tucson, Arizona, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care, and life insurance. Theodore Todd Risen is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or dealing with complex financial situations.
Merrill Lynch Wealth Management
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.
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