TOP 30 Estate planning advisor in Fort Smith, Arkansas

8 results found

Old Fort Wealth Management Inc. is a leading finance institution located at 200 North Greenwood Avenue in Fort Smith, Arkansas, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust Old Fort Wealth Management Inc. to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Scott R Price is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's financial advisors focus on the things that matter most to you - your family, goals, and priorities - even as they change over time. They take the time to understand you as an individual and investor, working together to develop an individualized plan that reflects your needs and goals. The institution offers access to trust and fiduciary services from Bank of America Private Bank, as well as credit and lending solutions from Bank of America. The team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with your personally meaningful goals. They offer tools and resources to help you keep track of changes in your life and goals, ensuring that your financial approach reflects these changes. By working with a Merrill Lynch advisor, you can develop a personalized plan centered on your goals and focused on what you want to achieve. The institution values the relationship developed with each client and collaborates with them to identify and understand their primary financial goals. The goal is to help clients stay on track to achieve what is most important to them, regardless of changes in the financial markets or in their lives. Merrill Lynch Financial Advisor Scott R Price is dedicated to putting clients first, offering personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.

Reggie Hren - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3101 Free Ferry Road in Fort Smith, Arkansas, United States, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Reggie Hren is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for divorce or long-term care, Reggie Hren has the expertise to help you navigate complex financial decisions. With a commitment to ethics and ongoing education, Reggie Hren is dedicated to providing personalized and comprehensive financial guidance to help clients achieve their financial goals.

Keith Lux is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3101 Free Ferry Road, Fort Smith, Arkansas, United States. Keith Lux holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Keith Lux is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Keith Lux is committed to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Dennis L Wood is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. Dennis Wood has been a financial advisor with Merrill Lynch Wealth Management since 1994, focusing on multi-generation asset management, trust, and estate planning services. Dennis is passionate about traveling with his family, serving as a Deacon at East Side Baptist Church, and enjoying outdoor activities like backpacking, camping, biking, and hunting. He graduated from the University of Arkansas at Fayetteville in 1994 with a Bachelors of Science in Business Administration with a major in Finance. Dennis lives in Fort Smith with his wife, Courtney, and their two children, Carter and Charlotte. The mission of Dennis Wood & Associates is to improve the quality of clients' lives by providing customized advice and guidance. They offer services such as risk management, retirement income services, long-term care, wealth transfer, trust and estate planning, home financing, philanthropic planning, and legacy management. They specialize in working with wealthy families, corporate executives, and independent women, helping clients achieve their financial goals through personalized plans tailored to their needs and priorities.

Skyler M Mermer is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3101 Free Ferry Road in Fort Smith, Arkansas, United States. Skyler holds multiple 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 Skyler's expertise in various areas of financial planning such as asset management, retirement planning, estate planning, investment management, and more. Skyler is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

McMillan Financial Services, Inc is a reputable finance and insurance agency located at 622 South 21st Street in Fort Smith, Arkansas, United States. With a team of experienced professionals, they provide a wide range of financial services to help clients achieve their goals and secure their financial future. From retirement planning to insurance coverage, McMillan Financial Services, Inc offers personalized solutions to meet each individual's unique needs. Trustworthy and reliable, they are committed to providing top-notch service and expert advice to their valued clients.

Merrill Lynch Wealth Management, located at 3220 Old Greenwood Road in Fort Smith, Arkansas, is a finance institution that caters to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch offer a wide range of financial strategies and wealth planning services, drawing on years of combined knowledge and expertise in the field. In addition to traditional investments and retirement income planning, the advisors at Merrill Lynch Wealth Management can provide guidance on concentrated stock positions and access to estate planning services through Bank of America. They work closely with clients to understand their personal and professional goals, creating tailored financial strategies to help them achieve their long-term objectives.