TOP 30 Estate wealth transfer in Boulder, Colorado

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Baum & Blockhus Wealth Management is a prestigious financial institution located in the heart of Boulder, Colorado. Our team of experienced wealth managers is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs of each individual or family. Trust Baum & Blockhus Wealth Management to safeguard and grow your wealth for generations to come. Visit us at 4758 6th Street to start your journey towards financial success today.

Rocky Mountain Wills and Trusts is a reputable law firm located at 1942 Broadway in Boulder, Colorado. Specializing in estate planning, their team of experienced lawyers provides expert advice and guidance in creating wills and trusts to protect and distribute assets according to clients' wishes. With a commitment to personalized service and attention to detail, Rocky Mountain Wills and Trusts is dedicated to helping individuals and families plan for the future with peace of mind.

Scott Beard Law is a legal institution located at 3269 28th Street in Boulder, Colorado, United States. Specializing in trust and estate planning/administration, closely held business, business succession, and charitable giving legal services, Scott offers comprehensive assistance to clients with a wide range of needs. From basic estate planning for modest estates to complex planning techniques for high net worth individuals, Scott provides personalized and professional guidance. With an LL.M. in Taxation from New York University School of Law and degrees from the University of Alabama, Scott is well-equipped to handle legal matters in Colorado, Massachusetts, Alabama, and Mississippi. As a small business counselor, Scott assists businesses and their owners through all stages of life, from start-up to succession. Known as Jack Mason Beard, Jr., Scott goes by the nickname "Scotty," given to him by his grandfather. Currently residing in Boulder, Scott enjoys gardening, hiking, volunteering, and spending time with his husband. If you are in need of legal services related to trust and estate planning, business succession, or charitable giving, Scott Beard Law is here to help at 1200 Pearl Street, Suite 319 in Boulder, Colorado.

Steve M. Kehoe, CFP - UBS Financial Services Inc. is a reputable finance institution located in Boulder, Colorado. As a Certified Financial Planner, Steve M. Kehoe and his team at UBS Financial Services Inc. provide expert financial one-on-one financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, clients can trust in the expertise and professionalism of Steve M. Kehoe and his team. Visit their office at 1801 13th Street to discuss your financial needs and start planning for a secure financial future.