Estate planning for high net worth individuals in Arkansas
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Lighthouse Financial
● ClosedLighthouse Financial is a boutique financial institution located at 3614 West Southern Hills Boulevard in Rogers, Arkansas. Our team of 11 financial professionals, with backgrounds in CPA and estate planning, have over 60 years of combined experience. We offer personalized strategies that combine investment and tax strategies to help clients accumulate wealth tax-efficiently and prepare for a tax-efficient retirement. Our focus is on working with high income and high net worth individuals to help them reach their financial goals. By incorporating tax advantaged strategies into our investment approaches, we aim to lower the amount of taxes our clients pay during their retirement years. We believe that taxes are one of the largest expenses in retirement, and by reducing this burden, our clients can achieve a more comfortable retirement lifestyle or transfer more wealth to their family.
3614 W Southern Hills Blvd Suite 102, Rogers, AR 72758, United States -
People Trust Financial Center
● OpenPeople Trust Financial Center is a reputable bank and financial institution located at 4000 West 12th Street in Little Rock, Arkansas, United States. With a strong commitment to providing excellent customer service and innovative financial solutions, People Trust Financial Center is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for personal banking services, investment options, or business financing solutions, People Trust Financial Center is here to help. Visit us today to experience the difference that our experienced team of professionals can make in your financial future.
4000 W 12th St, Little Rock, AR 72204, United States -
Smith Hurst, PLC
● ClosedSmith Hurst, PLC is a distinguished Business and Private Wealth Law Firm located in Rogers, Arkansas. Our team of legal professionals is dedicated to excellence and committed to serving our clients and friends to help them achieve their business and personal goals. With a focus on solving sensitive and critical problems, we are experienced thought leaders in Business Law and Private Wealth Law. As a leading law firm, we specialize in corporate law, mergers and acquisitions, tax and estate planning. Our attorneys have years of experience advising companies of various sizes and high net worth individuals at all stages of growth. We navigate the complexities of commercial and corporate law transactions, as well as strategize for wealth planning, preservation, and trusts and estates.
5100 W Jb Hunt Dr #830, Rogers, AR 72758, United States -
Qualitative Financials LLC
● ClosedQualitative Financials LLC is a financial institution located in Bentonville, Arkansas, United States. We specialize in providing high-quality financial services to our clients, including personalized financial planning, investment management, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through a combination of expertise, integrity, and personalized service. Whether you are looking to build wealth, protect your assets, or plan for the future, Qualitative Financials LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in achieving financial success.
1202 NorthEast Mc CLAIN RD BLDG 7 STE 125, Bentonville, AR 72712, United States -
Seth Holder - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSeth Holder - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 2400 Southeast C Street in Bentonville, Arkansas, United States. The institution offers a wide range of financial services and is known for its expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. The team at Seth Holder - Financial Advisor, Ameriprise Financial Services, LLC holds various prestigious certifications such as 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®, among others. With a strong commitment to ethics and professionalism, the team at Seth Holder - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
2400 SE C St #2, Bentonville, AR 72712, United States -
David J Lange - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid J Lange is a financial advisor at Ameriprise Financial Services, LLC located at 2400 Southeast C Street in Bentonville, Arkansas, United States. David 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®, CFP®, 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 David's expertise in a wide range of financial planning areas including asset management, retirement planning, estate planning, and investment strategies. David is committed to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact David J Lange for professional and comprehensive financial planning services.
2400 SE C St #2, Bentonville, AR 72712, United States -
Lori Norris - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLori Norris is a Financial Advisor at Ameriprise Financial Services, LLC located at 2915 East Matthews Avenue, Jonesboro, Arkansas, United States. She holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lori specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously enhancing her knowledge and skills to better serve her clients. Whether you are looking for investment advice, retirement planning, estate planning, insurance products, or guidance on financial decisions, Lori Norris is a trusted and experienced professional who can help you achieve your financial goals.
2915 E Matthews Ave Ste C, Jonesboro, AR 72401, United States -
Tusk PCS (private client services)
● ClosedTusk PCS (Private Client Services) is a leading financial institution located at 5100 West Jb Hunt Drive in Rogers, Arkansas, United States. With a focus on providing personalized financial solutions for high-net-worth individuals and families, Tusk PCS offers a range of services including investment management, estate planning, tax optimization, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Tusk PCS can help you manage your wealth effectively.
5100 W Jb Hunt Dr Suite 320, Rogers, AR 72758, United States -
Pinnacle Legacy Law
● ClosedPinnacle Legacy Law is a reputable law firm located in Little Rock, Arkansas, United States. Our dedicated team of lawyers specializes in estate planning, probate, and elder law. We are committed to providing personalized and comprehensive legal services to help our clients protect their assets and plan for the future. With our office conveniently located at 900 South Shackleford Road, we are easily accessible to clients in the Little Rock area. Trust Pinnacle Legacy Law to guide you through the complexities of estate planning and ensure your legacy is protected for generations to come.
900 S Shackleford Rd #708, Little Rock, AR 72211, United States -
Young Dan C
● OpenYoung Dan C is a prestigious law firm located at 120 East 4th Street in Little Rock, Arkansas, United States. Led by Dan, the firm's Business Section specializes in representing high net worth individuals and families in complex tax, estate planning, and trust and estate administration matters. Dan also has extensive experience in representing fiduciaries and beneficiaries in trust or estate litigation and disputes. With a deep understanding of closely held and family businesses, Dan advises business owners on transferring ownership to family members and third parties. He helps clients minimize federal gift, estate, and generation skipping transfer taxes to protect assets for future generations efficiently.
120 E 4th St, Little Rock, AR 72201, United States -
MAI Capital Management
● ClosedMAI Capital Management is a premier financial institution located at 100 River Bluff Drive in Little Rock, Arkansas, United States. Specializing in wealth management and investment services, MAI Capital Management is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a commitment to excellence, MAI Capital Management is a trusted partner for individuals and businesses seeking financial success.
100 River Bluff Dr Suite 410, Little Rock, AR 72202, United States -
Bryan Binz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBryan Binz is a Financial Advisor at Ameriprise Financial Services, LLC located at 2400 Southeast C Street in Bentonville, Arkansas, United States. Bryan Binz holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Bryan Binz specializes in providing financial advice and guidance to individuals, small business owners, retirees, and high net worth clients. With a commitment to ethical practices and ongoing education, Bryan Binz is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Bryan Binz today for personalized financial planning services tailored to your specific needs and objectives.
2400 SE C St #2, Bentonville, AR 72712, United States -
Edward Jones - Financial Advisor: Liz Quesenberry, CFP®
● ClosedEdward Jones - Financial Advisor Liz Quesenberry, CFP® is a trusted financial institution located at 3729 North Crossover Road in Fayetteville, Arkansas, United States. Liz Quesenberry, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services. Whether you are planning for retirement, saving for your child's education, or simply looking to build wealth, Liz Quesenberry and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3729 N Crossover Rd Suite 101, Fayetteville, AR 72703, United States -
Reggie Hren - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenReggie 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.
3101 Free Ferry Rd Fl 1, Fort Smith, AR 72903, United States -
Kenneth P Siebenmorgen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKenneth P Siebenmorgen - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1607 West Commercial Street in Ozark, Arkansas, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Kenneth P Siebenmorgen is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Kenneth P Siebenmorgen has the knowledge and expertise to help you achieve your financial goals. Contact them today to schedule a consultation and start planning for a secure financial future.
1607 W Commercial St, Ozark, AR 72949, United States -
Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 36 Rahling Circle in Little Rock, Arkansas, offers a range of financial services to individuals looking to manage their assets effectively. Joey Small holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as investment strategies, estate planning, retirement planning, and asset management. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, Joey Small provides personalized financial advice tailored to the unique needs of each client. Whether you are a retiree, small business owner, or high net worth individual, Joey Small can help you navigate the complexities of financial planning and investment management. Contact Joey Small - Private Wealth Advisor for expert guidance on achieving your financial goals.
36 Rahling Cir Ste 2, Little Rock, AR 72223, United States -
Jeremiah Cascairo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeremiah Cascairo is a Financial Advisor at Ameriprise Financial Services, LLC located at 1155 Pat's Lane in Conway, Arkansas, United States. Jeremiah holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jeremiah specializes in asset management, investment strategies, estate planning, retirement planning, and financial needs for individuals, retirees, small business owners, and high net worth clients. As a Certified Military Financial Advisor®, Jeremiah also provides services to veterans, active duty, Reserve, National Guard, and their families. With a strong focus on ethics and professionalism, Jeremiah is dedicated to providing comprehensive financial planning services to help clients achieve their financial goals.
1155 Pat's Ln, Conway, AR 72032, United States -
Dan Blair - Regions Wealth Advisor
● ClosedDan Blair - Regions Wealth Advisor is a finance institution located at 6001 R Street, Little Rock, Arkansas, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Dan Blair, a Wealth Advisor for Regions Private Wealth Management in Little Rock, AR, focuses on developing a comprehensive financial strategy to meet your goals. Regions Wealth Advisors can assemble a team of professionals to help maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. Please contact us with any questions. Thank you in advance for your time.
6001 R St, Little Rock, AR 72207, United States
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