TOP 10 Wealth transfer in Phoenix, Arizona

The Forakis Law Firm, PLC, located at 346 East Palm Lane in Phoenix, Arizona, is a trusted institution specializing in estate planning and business law. With over 75 years of experience in serving clients in Arizona, our firm is dedicated to helping individuals and families navigate important legal matters related to their succession and legacy. Whether you need assistance with creating a comprehensive estate plan or setting up a business entity, our team of experienced attorneys and legal assistants is here to provide you with personalized guidance and support. From drafting wills and powers of attorney to establishing trusts and other specialized documents, we are committed to helping you protect your assets and ensure peace of mind for you and your loved ones. At The Forakis Law Firm, PLC, we prioritize proactive planning and personalized solutions to help you navigate life's uncertainties with confidence. Contact us today to learn more about how we can assist you in achieving your legal goals.

Boland Law Group, PLLC is a reputable law firm located at 555 South Galleria Way in Chandler, Arizona, United States. Specializing in estate planning, the firm emphasizes the importance of where you live when it comes to planning for the future. With the 2025 exemption sunset approaching, the team at BLG reassures clients that making large gifts now won't harm their estates. Serving the Greater Phoenix, Scottsdale, and Chandler areas with local offices, BLG also offers in-home appointments for clients in Sedona, Prescott, and Prescott Valley. Visit Boland Law Group, PLLC at 15100 N. 78th Way Suite 203 in Scottsdale, Arizona 85260 for expert legal advice and assistance with estate planning matters.

Brandon Keim is a highly experienced tax attorney at Frazer Ryan Goldberg & Arnold LLP, located at 1850 North Central Avenue in Phoenix, Arizona. With a focus on accounting and finance, Brandon provides expert legal advice and representation in all matters related to taxation. Whether you are an individual or a business in need of tax assistance, Brandon Keim is dedicated to helping you navigate the complexities of the tax system and achieve the best possible outcome for your financial situation. Contact Brandon Keim, Tax Attorney at Frazer Ryan Goldberg & Arnold LLP, for professional and reliable tax services in Phoenix, Arizona.

Copper State Planning is a law firm located in Phoenix, Arizona, specializing in trusts & estates work. Our experienced lawyers will help you craft a comprehensive life plan to secure your legacy and ensure your loved ones are taken care of. From prenuptial agreements to wealth preservation planning, we offer a range of services to meet your needs. Whether you need assistance with business succession planning or tax-efficient financial strategies, we are here to guide you through every step of the process. Contact us today to start planning for your future and protecting your legacy.

Kindred Estate Planning, located at 20860 North Tatum Boulevard in Phoenix, Arizona, is dedicated to providing personalized and comprehensive estate planning services. Whether you are in need of a trust, will, or simply want to review your existing plan, we are here to help with the utmost care and attention to detail. During our initial consultations, we offer a range of options tailored to your specific needs and goals. We do not believe in pressuring our clients into unnecessary services at a higher cost, but rather provide tiered solutions to meet your unique planning objectives.

Attorney Eric A. Ess, located at 5060 North 40th Street in Phoenix, Arizona, is a trusted lawyer specializing in estate planning for high-net worth individuals and families. Eric provides clear and simple communication along with thoughtful advice and a caring attitude to his clients. His areas of expertise include estate and tax planning, probate and trust administration, business succession planning, and lifetime gift planning. By working closely with clients, Eric designs and implements estate plans that align with their goals, maximize tax benefits, and preserve family wealth for future generations. He also helps clients pass on their personal values in addition to their wealth. In addition to his legal practice, Eric is also involved with EricsHouse, a non-profit organization dedicated to providing integrative grief care to those impacted by alcohol, drugs, or suicide loss. Contact Attorney Eric A. Ess for expert legal guidance in estate planning and more.

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.

Hilton Financial Corporation is a leading finance institution located at 11024 North 28th Drive in Phoenix, Arizona, United States. With a strong reputation for excellence in financial services, Hilton Financial Corporation offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Hilton Financial Corporation are dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Denton Peterson Dunn, PLLC is a law firm located in Mesa, Arizona, United States. Since 1995, our experienced attorneys have been providing top-quality legal services to clients in the greater Phoenix area. We offer personalized and responsive legal solutions without the bureaucracy and high costs of larger law firms. Our team of lawyers specializes in business and corporate law, employment law, litigation and appellate practice, negotiation and mediation, franchising law, collections, and real estate matters. From drafting contracts to navigating employment law, our business law team is dedicated to keeping your operations legally sound. Our clients have praised our exceptional service, reasonable rates, and expertise in handling a wide range of legal issues. Whether you need assistance with creating contracts, forming corporations and LLCs, navigating litigation and trials, managing business transfers, dealing with franchise law, or resolving business disputes, Denton Peterson Dunn is here to help.

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.

Edward Jones - Financial Advisor: Braden L Cope is a reputable finance institution located at 14300 West Granite Valley Drive in Sun City West, Arizona, United States. As a trusted financial advisor, Braden L Cope offers expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Braden L Cope is dedicated to providing top-notch financial services to individuals and families in the Sun City West area.

Edward Jones - Financial Advisor: James Van Pelt, CFP® is a reputable finance institution located at 34406 North 27th Drive in Phoenix, Arizona, United States. James Van Pelt, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Phoenix area.

Edward Jones - Financial Advisor: Jamie Fort, CFP® is a reputable financial institution located at 2525 West Carefree Highway in Phoenix, Arizona, United States. Specializing in providing comprehensive financial planning services, Jamie Fort, a Certified Financial Planner, helps clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a commitment to building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jamie Fort, CFP® is dedicated to helping individuals and families secure their financial future.

Fiduciary Outsourcing, LLC is a trusted financial institution located at 2225 West Whispering Wind Drive in Phoenix, Arizona, United States. Specializing in fiduciary services, our team of experienced professionals provides outsourcing solutions to help clients manage their assets and investments with confidence. With a commitment to integrity and excellence, we strive to deliver personalized and reliable financial services to meet the unique needs of each client. Trust Fiduciary Outsourcing, LLC to handle your financial responsibilities with care and expertise.

Edward Jones - Financial Advisor: Kevin L Naef, AAMS™ is a reputable financial institution located at 9949 West Bell Road in Sun City, Arizona, United States. As a trusted financial advisor, Kevin L Naef, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, clients can trust Edward Jones to provide expert advice and guidance for all their financial needs.

Edward Jones - Financial Advisor: Stacia Weinstein, CFP®|CEPA®|AAMS™ is a reputable finance institution located at 2030 West Baseline Road in Phoenix, Arizona, United States. Stacia Weinstein, a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and comprehensive financial planning, Stacia Weinstein and the team at Edward Jones provide top-notch financial guidance to individuals and families in the Phoenix area.

Raymond James Financial Services is a finance institution located at 1118 East Missouri Avenue in Phoenix, Arizona, United States. With a focus on providing personalized financial planning and investment services, Raymond James is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, the experienced professionals at Raymond James Financial Services are dedicated to helping you navigate the complex world of finance. Trustworthy, reliable, and client-focused, Raymond James is a top choice for those seeking expert financial guidance.

Edward Jones - Financial Advisor: Aaron J Martin, AAMS™ is a reputable finance institution located at 2302 North Central Avenue in Phoenix, Arizona, United States. As a highly skilled and knowledgeable financial advisor, Aaron J Martin is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. With the prestigious Accredited Asset Management Specialist™ (AAMS) certification, clients can trust in Aaron's expertise and commitment to providing top-tier financial services. Whether you are planning for retirement, saving for education, or building wealth for the future, Edward Jones - Financial Advisor: Aaron J Martin, AAMS™ is here to support you every step of the way.

Edward Jones - Financial Advisor Tracy G Milanese, CFP®|CEPA®|AAMS™|CRPS™ is a reputable financial institution located at 6868 North 7th Avenue in Phoenix, Arizona. Specializing in comprehensive financial planning and wealth management services, Tracy G Milanese is a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™). With a strong focus on personalized client relationships and tailored financial solutions, Tracy G Milanese and her team at Edward Jones are dedicated to helping individuals and families achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Julie Lalwani, CFP®|CRPC™|CRPS™ is a reputable financial institution located at 706 East Bell Road in Phoenix, Arizona. Julie Lalwani, a Certified Financial Planner, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Julie Lalwani provides comprehensive financial services to individuals and families in the Phoenix area. Visit Edward Jones - Financial Advisor: Julie Lalwani, CFP®|CRPC™|CRPS™ today to start planning for a secure financial future.

Meikle 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.

LPL Financial is a renowned accounting and finance institution located at 11024 North 28th Drive in Phoenix, Arizona, United States. With a strong reputation for providing top-notch financial services, LPL Financial is committed to helping individuals and businesses achieve their financial goals. Their team of expert advisors and professionals offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, LPL Financial is dedicated to providing you with the guidance and support you need to secure a prosperous financial future.

Edward Jones - Financial Advisor: Jeremy S Morgan is a reputable finance institution located at 3930 East Ray Road in Phoenix, Arizona, United States. Jeremy S Morgan is a trusted financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and understanding individual financial goals, Jeremy S Morgan helps clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Jeremy S Morgan is dedicated to helping you achieve your financial objectives.

Edward Jones - Financial Advisor: Josh Symons is a reputable finance institution located at 15425 South 40th Place in Phoenix, Arizona, United States. With a focus on providing personalized financial services, Josh Symons and his team offer expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or build a comprehensive financial strategy, Edward Jones - Financial Advisor: Josh Symons is dedicated to providing top-notch service and support. Contact them today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Kristin M Spackeen, AAMS™ is a reputable finance institution located at 3930 East Ray Road in Phoenix, Arizona, United States. With a focus on providing personalized financial advice and services, Kristin M Spackeen, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kristin M Spackeen, AAMS™ offers expert guidance and support to help you make informed decisions. Trust in Edward Jones - Financial Advisor: Kristin M Spackeen, AAMS™ for all your financial needs.

Edward Jones - Financial Advisor: Jeff Schenk, CFP®|AAMS™ is a reputable financial institution located at 3930 East Ray Road in Phoenix, Arizona, United States. Specializing in financial planning and investment strategies, Jeff Schenk, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Tyler Leuning, AAMS™ is a reputable finance institution located at 10631 South 51st Street in Phoenix, Arizona, United States. Specializing in financial planning and investment strategies, Tyler Leuning, AAMS™ offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, this institution is committed to helping individuals and businesses secure their financial future.

Edward Jones - Financial Advisor: Mary E Celle, CFP®|CEPA®|AAMS™|CRPS™ is a reputable finance institution located at 4440 North 36th Street in Phoenix, Arizona, United States. Mary E Celle, a certified financial planner with multiple designations, leads the team in providing top-notch financial advisory services to clients. With a focus on comprehensive financial planning, investment management, and retirement planning, Mary and her team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Mary E Celle, CFP®|CEPA®|AAMS™|CRPS™ is committed to providing personalized and professional financial advice tailored to your individual needs.

Steve Nelson - Financial Advisor at Ameriprise Financial Services, LLC, located at 2398 East Camelback Road in Phoenix, Arizona, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are saving for retirement, education, or a major purchase, Steve provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. With access to your accounts from any device, you can stay informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how Steve can assist you in achieving your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Steve's qualifications and registered states. Start your journey towards a more confident financial future today.

Chris Kandas - Financial Advisor, Ameriprise Financial Services, LLC, located at 2398 East Camelback Road, Phoenix, Arizona, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Chris Kandas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, investment strategies, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planners™. With a commitment to excellence and a focus on client needs, Chris Kandas provides comprehensive financial planning services to help individuals achieve their financial goals.