Trusted legal advisors in Scottsdale, Arizona

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.

Merrill Lynch Financial Advisor Aaron F Berger is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Aaron Berger has been helping clients simplify their financial life since 1994, implementing customized financial strategies to help clients reach their long term goals and dreams. He holds the CERTIFIED FINANCIAL PLANNER™ and CRPC designations. Aaron is dedicated to giving back to the community and is actively involved in charitable organizations. He believes in understanding each client's unique needs and goals to create personalized financial plans. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron works with clients to develop an approach that addresses their financial needs. The institution offers tools to help clients track changes in their financial goals and progress. By connecting life and finances, Merrill advisors provide informed decisions to help clients pursue their goals. The institution goes beyond the traditional role of an advisor, providing research and resources to help clients make informed decisions. It is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services.

Trajan Wealth's Scottsdale Headquarters is a leading financial institution located at 7702 East Doubletree Ranch Road in Scottsdale, Arizona. Specializing in finance and legal services, Trajan Wealth offers expert guidance and support to help clients navigate the complexities of wealth management and investment strategies. With a team of experienced professionals, Trajan Wealth is dedicated to providing personalized solutions to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Trajan Wealth is committed to helping you achieve financial success.

Sorrell Law Firm, PLC is a leading tax and estate planning attorney located in Scottsdale, Arizona. Our experienced team specializes in providing expert legal services in the areas of accounting, finance, and law. Located at 7575 East Redfield Road, our firm is dedicated to helping clients navigate complex tax and estate planning matters with precision and efficiency. Trust Sorrell Law Firm, PLC to provide you with the personalized attention and expert guidance you need to secure your financial future.

Bank of America Private Client Advisor Annette Musa is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Annette Musa, a Senior Vice President and Private Client Advisor, is dedicated to establishing strong relationships with ultra-high-net-worth families, business owners, and individuals facing financial challenges. She collaborates with a team of specialists to design personalized wealth management strategies tailored to each client's unique goals. Services offered include investment management, philanthropy planning, estate planning, and credit solutions. Annette has over 30 years of experience in investment and wealth management. The institution, part of Bank of America Private Bank, has a long history of helping clients manage significant wealth and achieve their financial goals. They prioritize building trust with clients and providing innovative solutions to navigate evolving financial landscapes. Important notice: Clients are directed to FINRA’S BrokerCheck when leaving the Bank of America Private Bank's website. The institution does not provide legal, tax, or accounting advice and clients are encouraged to consult their own advisors before making financial decisions.

Bank of America Private Client Advisor Jeff Flaherty, located at 14636 North Scottsdale Road in Scottsdale, Arizona, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Jeff is dedicated to helping high-net-worth individuals and institutions achieve their financial goals by providing access to a wide range of investment solutions and customized credit and banking offerings. With a background in business and justice studies from Arizona State University, Jeff brings a unique perspective to wealth management. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client's needs and goals before creating tailored strategies to meet them. With over 200 years of experience, Bank of America Private Bank has helped clients navigate the complexities of managing significant wealth and is dedicated to making their clients' goals a top priority.

Bank of America Private Client Advisor Russell S Goldstein is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Russell Goldstein is a dedicated Private and Institutional Client Advisor at Bank of America Private Bank, specializing in working with philanthropists, foundations, and nonprofit organizations. With over 20 years of experience at Bank of America, Russell leads a team of specialists to create tailored financial strategies for impact-focused individuals and organizations. He holds various certifications and is actively involved in the community, serving on boards and advisory groups. The institution focuses on building strong client relationships based on trust and personal experience, offering personalized wealth management plans to meet the unique needs and goals of each client. With a rich history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives through innovative strategies and a disciplined approach to wealth management. Please note that you are now leaving the Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.

Bank of America Private Client Advisor Gabriele K Bliss, located at 14636 North Scottsdale Road in Scottsdale, Arizona, is a finance institution led by Senior Vice President Gabriele Bliss. With over 30 years of financial services experience, Gabriele works with ultra-high-net-worth families, business owners, and entrepreneurs nationwide to identify wealth management goals and create tailored strategies to achieve them. She leads a team of specialists in investment management, asset preservation, philanthropy, and estate planning, providing clients with a comprehensive approach to wealth management. Gabriele is actively involved in philanthropic organizations and values building strong client relationships based on trust and personal experience. Bank of America Private Bank has a rich history of helping clients manage significant wealth, offering personalized solutions to meet financial objectives and navigate evolving markets. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck and subject to separate terms and privacy policies. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America does not serve in a fiduciary capacity with all products or services offered.

Phoenix Professional Legal Services, Inc. is a reputable legal institution located at 4848 East Cactus Road in Scottsdale, Arizona, United States. With a team of experienced and dedicated legal professionals, we provide a wide range of legal services to our clients. Our expertise includes but is not limited to, family law, estate planning, business law, and personal injury cases. We are committed to providing personalized and high-quality legal representation to meet the unique needs of each client. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Merrill 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.

Brighton Jones is a leading finance and legal institution located at 4211 North Marshall Way in Scottsdale, Arizona, United States. Our team of experienced professionals offers expert financial and legal services to individuals and businesses, helping them navigate complex financial and legal matters with confidence and ease. With a commitment to excellence and personalized service, Brighton Jones is dedicated to helping clients achieve their financial and legal goals. Contact us today to learn more about how we can assist you.

BMO Bank N.A Branches is a full-service institution located at 7138 East Thunderbird Road in Scottsdale, Arizona, United States. Offering a wide range of banking services, including everyday banking, investments, and lending products for both personal and commercial customers, BMO Bank N.A is committed to providing top-notch financial solutions. As a member of FDIC, BMO Bank N.A adheres to strict regulations to ensure the safety and security of its customers' accounts. Additionally, the institution follows federal laws, such as the USA Patriot Act, to prevent terrorism funding and money laundering activities. Customers can trust BMO Bank N.A to protect their personal information and provide expert financial advice. Please note that third-party websites linked to BMO may have different privacy and security policies, and customers should review them carefully. For personalized legal or tax advice, customers are encouraged to consult with their independent advisors.

Williams and Williams is a reputable institution located at 7435 East Stetson Drive in Scottsdale, Arizona, United States. Specializing in accounting, finance, and legal services, the institution offers expert advice and assistance in navigating the complex world of financial management and legal matters. With a team of experienced professionals, Williams and Williams is dedicated to providing top-notch services to help individuals and businesses achieve their financial and legal goals. Whether you need help with tax preparation, financial planning, or legal representation, Williams and Williams is here to provide the guidance and support you need.

Spirit West Certified Planning is a finance and lawyer institution located at 5011 North Granite Reef Road in Scottsdale, Arizona, United States. Our professional team specializes in providing Arizona families with peace-of-mind through simple and affordable estate planning services. Whether you are looking to create a new estate plan or review existing documents, we are here to guide you through the process and ensure your goals are met. We believe that estate planning is essential for everyone, regardless of their financial situation. Our services include creating personalized estate planning documents, such as wills, trusts, and powers of attorney, to protect your assets and loved ones both during your lifetime and after your passing. We offer a free Arizona Estate Planning Checklist to help you get started on your estate plan.

Arizona Responsible Individual Attorney Carolyn Goldman is a reputable finance and legal institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona, United States. With a focus on providing top-notch legal services to individuals and businesses, Attorney Carolyn Goldman is known for her expertise and dedication to her clients. Whether you need assistance with financial planning, estate planning, or business law, this institution is dedicated to providing personalized and professional services to meet your needs. Trust in Arizona Responsible Individual Attorney Carolyn Goldman for all of your legal and financial needs.

Nearhood Law Offices, PLC is a reputable institution located in Scottsdale, Arizona, United States. Specializing in accounting, finance, and legal services, the firm is dedicated to providing top-notch expertise and guidance to its clients. With a prime location at 7537 East McDonald Drive, Nearhood Law Offices, PLC is a trusted resource for individuals and businesses seeking professional advice and representation in various legal and financial matters. Whether you need assistance with tax planning, estate planning, or business litigation, the experienced team at Nearhood Law Offices, PLC is here to help. Contact them today to schedule a consultation and take the first step towards achieving your legal and financial goals.

Boland 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.

Carson 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.

The Henne Financial Group, located at 6991 East Camelback Road in Scottsdale, Arizona, offers comprehensive wealth management tailored to your individual needs. With a focus on retirement planning, their Transitions Team provides financial, legal, and health/wellness services to support clients through every phase of their financial journey. Founder Marty R. Henne, a professional CFP® with 30 years of experience, leads the team in creating customized plans designed to grow and preserve investments for a secure retirement. By fostering long-term relationships and utilizing modern technologies, The Henne Financial Group helps clients retire with greater confidence. With a focus on education and communication, they aim to demystify the retirement process and provide clarity and confidence about finances for the future. As Investment Advisor Representatives of Osaic Wealth, Inc., The Henne Financial Group advisors are dedicated to serving clients' best interests through a combination of commission and fee-based services. Residents of select states can benefit from their expertise in retirement planning and wealth management.

Goldman PLLC is a reputable law firm located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as corporate law, real estate, and estate planning, Goldman PLLC is dedicated to providing top-notch legal representation and personalized solutions to meet their clients' needs. Their commitment to excellence and professionalism has earned them a strong reputation in the legal community. Contact Goldman PLLC for expert legal advice and assistance.

Jeffrey R Perry Law Firm PC, located at 6720 North Scottsdale Road in Scottsdale, Arizona, specializes in Corporate Law, Securities, and Estate Planning. With a focus on meeting complexity with clarity, the firm helps clients navigate the legal landscape with clear communication and intention-driven planning. Whether you are forming a new partnership, raising capital, or planning for the future, the experienced advisors at Jeffrey R Perry Law Firm PC work to identify and manage risks to create fair agreements that safeguard your interests. With a commitment to instilling confidence through trustworthiness and dependability, the firm strives to provide peace of mind in both business and personal matters. Contact Jeffrey R Perry Law Firm PC for expert legal guidance tailored to your needs.

Green & Baker is a prestigious law firm located in Scottsdale, Arizona, United States. Situated at 9332 East Raintree Drive, the firm is known for its expert legal services and dedicated team of lawyers. Specializing in a wide range of practice areas, including corporate law, real estate law, and estate planning, Green & Baker is committed to providing top-notch legal representation to its clients. With a reputation for excellence and a track record of success, Green & Baker is a trusted name in the legal community. Contact them today for all your legal needs.

Wesbrooks Law Firm is a reputable financial and legal institution located at 7047 East Greenway Parkway in Scottsdale, Arizona, United States. With a team of experienced lawyers specializing in various financial and legal matters, Wesbrooks Law Firm is dedicated to providing top-notch services to its clients. Whether you need assistance with estate planning, bankruptcy, business law, or any other legal matter, Wesbrooks Law Firm is here to help. Trust in their expertise and professionalism to guide you through any legal challenge you may face.

Studnicki Law Firm, PC is a reputable legal institution located at 14747 North Northsight Boulevard in Scottsdale, Arizona, United States. Specializing in various areas of law, the firm is committed to providing top-notch legal services to its clients. With a team of experienced attorneys, Studnicki Law Firm, PC offers personalized and strategic legal solutions to individuals and businesses alike. Whether you are dealing with a personal injury case, business dispute, or estate planning matters, you can trust Studnicki Law Firm, PC to provide you with expert legal representation. Contact them today to schedule a consultation and discuss your legal needs.

Bacal Law Group is a reputable law firm located at 6991 East Camelback Road in Scottsdale, Arizona. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal representation and advice to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Bacal Law Group is a trusted resource for those seeking legal assistance in the United States.

Fabian Law, PLLC is a trusted institution located in Scottsdale, Arizona, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, financial consulting, or legal representation, we are here to guide you through every step of the process. Visit us at 15100 North 78th Way to learn more about how Fabian Law, PLLC can help you achieve your goals.

Jacob Gold & Associates, Inc. (JG&A) is a finance institution located at 14850 North Scottsdale Road, Scottsdale, Arizona, United States. At JG&A, we take the time to understand your financial situation and provide personalized solutions to help you achieve your lifestyle goals. Our dedicated team offers a comprehensive suite of services and financial education to assist you in managing your finances efficiently, both now and in the future. We use cutting-edge software to organize our clients' finances and help them make informed decisions. As a client of JG&A, you will be welcomed into our family and guided through the onboarding process with care and attention to detail. Our goal is to empower you to take charge of your personal finances and achieve financial wellness.

Sabnekar & Associates is a reputable accounting and finance institution located at 4343 East Gatewood Road in Scottsdale, Arizona, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and auditing. Our commitment to providing personalized and efficient solutions sets us apart from other firms. Contact us today to learn how we can help you achieve your financial goals.