Estate tax planning in Delaware
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Ignite Your Wealth
● ClosedIgnite Your Wealth is a finance institution located at 108 Patriot Drive in Middletown, Delaware, United States. We pride ourselves on utilizing innovative financial planning software to create customized plans that meet your financial goals. As fiduciaries, we always put your best interests first, creating programs and portfolios to help you achieve both short-term and long-term financial success. Our team of credentialed professionals is here to help with any questions you may have about investments, taxes, retirement, or estate planning. We are passionate about sharing our journey towards financial freedom and educating our clients on clear financial concepts for every stage of life. Regardless of your starting point, we treat all clients like family and ensure they understand the intricacies of their financial decisions.
108 Patriot Dr Suite A, Middletown, DE 19709, United States -
Jeffrey Deprisco - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Deprisco is a financial advisor at Ameriprise Financial Services, LLC located at 224 East Delaware Avenue in Newark, Delaware, United States. With a focus on individual goals and personal risk tolerance, Jeffrey provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. He offers regular meetings to review progress, update strategies, and track goals. Jeffrey specializes in multi-generational financial planning, ensuring that every family member's unique aspirations are addressed. Clients can access their investments and accounts securely from any device. To schedule a complimentary initial consultation and learn more about how Jeffrey can assist with financial planning, visit Ameriprise Financial Services, LLC. Member FINRA and SIPC.
224 E Delaware Ave Ste 104, Newark, DE 19711, United States -
Robert S. Watson - Wilmington Advisors @ M&T
● OpenRobert S. Watson - Wilmington Advisors @ M&T is a finance institution located at 82 East Main Street in Newark, Delaware, United States. Specializing in financial advising and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Robert S. Watson - Wilmington Advisors @ M&T is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
82 E Main St, Newark, DE 19711, United States -
Nicole E Magnusson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicole E Magnusson is a Financial Advisor at Ameriprise Financial Services, LLC located at 5195 West Woodmill Drive in Wilmington, Delaware, United States. Nicole holds several 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 Nicole's expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as retirees, small business owners, and military personnel. With a focus on ethical practices and comprehensive knowledge, Nicole is dedicated to providing top-notch financial advice and services to her clients.
5195 W Woodmill Dr Ste 27, Wilmington, DE 19808, United States -
Robert Gildea - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert Gildea - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1601 Concord Pike in Wilmington, Delaware, 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, Robert Gildea 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 individual, or in need of specialized financial planning for domestic partnerships or military service, Robert Gildea has the expertise to help you achieve your financial goals. Contact Robert Gildea today to learn more about how he can help you plan for a secure financial future.
1601 Concord Pike Ste 25, Wilmington, DE 19803, United States -
Merrill Lynch Financial Advisor Scot G Armstrong
● OpenMerrill Lynch Financial Advisor Scot G Armstrong is a finance institution located at 2951 Centerville Road, Wilmington, Delaware, United States. Supported by the global resources of Merrill, the group is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Armstrong Bugher Hoffman Group, part of Merrill Lynch Wealth Management, serves a diverse clientele in more than 20 states, including fiscally responsible, self-made clients such as C-suite executives, business owners, attorneys, and physicians. The group focuses on mitigating investment risk and creating dynamic and flexible investment approaches tailored to each client's unique needs and goals. They offer services ranging from college savings to retirement and legacy planning, working closely with clients to understand their values and visions for the future. The institution is supported by Bank of America for lending solutions and offers tax-minimization and estate planning strategies aligned with clients' CPAs and attorneys. The team at The Armstrong Bugher Hoffman Group is dedicated to providing concierge-level service and personalized attention to each client, with a focus on delivering enduring value beyond just financial gains. Their disciplined, planning-based approach helps clients explore and prioritize their goals, ensuring a comprehensive and tailored financial strategy for each individual or family.
2951 Centerville Rd, Wilmington, DE 19808, United States -
Merrill Lynch Financial Advisor Jill M Angstadt-Truesdell
● OpenMerrill Lynch Financial Advisor Jill M Angstadt-Truesdell, located at 2951 Centerville Road in Wilmington, Delaware, offers personalized financial services tailored to meet the unique needs and priorities of their clients. Specializing in retirement planning, mortgage and lending strategies, trust and estate planning, tax minimization, wealth transfer, and income planning, the team at The HART Group provides highly customized strategies to individuals, executives, business owners, and their families. With a focus on client communication and understanding, the team has been recognized as the #1 team in Delaware in Forbes' "Best-in-State Wealth Management Teams" list. Through the use of tools like the Investment Personality Assessment, Merrill aims to develop a financial approach that aligns with each client's goals and priorities. The team is committed to helping clients navigate market volatility, preserve wealth, and achieve their financial objectives. With access to the global resources of Merrill, clients can expect personalized service and trusted advice from experienced professionals.
2951 Centerville Rd Suite 300, Wilmington, DE 19808, United States -
The Randolph Brandt Group - Morgan Stanley
● OpenThe Randolph Brandt Group at Morgan Stanley is a leading finance institution located at 2751 Centerville Road in Wilmington, Delaware, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust in The Randolph Brandt Group at Morgan Stanley for all your financial needs.
2751 Centerville Rd Suite 104, Wilmington, DE 19808, United States -
Paul Bechly - Morgan Stanley
● OpenPaul Bechly - Morgan Stanley is a reputable finance institution located at 4001 Kennett Pike in Greenville, Delaware, United States. With a strong focus on providing top-notch financial services and investment solutions, this institution is dedicated to helping clients achieve their financial goals. The experienced team at Paul Bechly - Morgan Stanley is committed to delivering personalized and professional services to individuals, families, and businesses. Whether you are looking for wealth management, retirement planning, or investment advice, you can trust Paul Bechly - Morgan Stanley to provide you with expert guidance and support. Visit their office today to learn more about their comprehensive financial services.
4001 Kennett Pike Suite 216, Greenville, DE 19807, United States -
Katy Cleary - Wilmington Advisors @ M&T
● OpenKaty Cleary - Wilmington Advisors @ M&T is a finance institution located at 107 Front Street in Milton, Delaware, United States. Specializing in financial advisory services, Katy Cleary and her team at Wilmington Advisors provide personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Katy Cleary - Wilmington Advisors @ M&T is dedicated to helping individuals and businesses navigate the complexities of the financial world.
107 Front St, Milton, DE 19968, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1100 North King Street in Wilmington, Delaware, is a leading finance institution that offers personalized wealth planning services to individuals, families, businesses, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides financial strategies tailored to meet each client's unique goals and challenges, including retirement income planning, investment guidance, and estate planning services. The branch is dedicated to client service and satisfaction, focusing on understanding each client's personal and professional aspirations to create customized financial strategies. Through volunteerism and charitable outreach, Merrill Lynch also supports the communities in which it operates, contributing to economic, social, and cultural initiatives.
1100 N King St, Wilmington, DE 19884, United States -
CFS, Inc. - Comprehensive Financial Solutions Millsboro Delaware
● OpenCFS, Inc. - Comprehensive Financial Solutions in Millsboro, Delaware is a leading finance institution that offers a wide range of financial services to individuals and businesses. Located at 28485 Dupont Boulevard, CFS, Inc. is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of each client. With a team of experienced professionals, CFS, Inc. is committed to helping clients achieve their financial goals and secure their financial future. Whether you need help with investments, retirement planning, insurance, or estate planning, CFS, Inc. has the expertise and resources to assist you every step of the way. Trust CFS, Inc. to provide you with the financial guidance and support you need to succeed.
28485 Dupont Blvd Building 2, Millsboro, DE 19966, United States -
RK Advisors, LLC.
● OpenRK Advisors, LLC. is a financial advisory firm located at 104 Country Center Lane in Hockessin, Delaware, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, RK Advisors, LLC. is dedicated to providing top-notch service and expert guidance to our clients. Whether you are planning for retirement, saving for your children's education, or managing your investments, we are here to help you navigate the complexities of the financial world and make informed decisions for your future. Contact us today to schedule a consultation and start planning for a secure financial future with RK Advisors, LLC.
104 Country Center Ln, Hockessin, DE 19707, United States -
Street & Ellis PA
● OpenStreet & Ellis PA is a renowned law firm located at 957 Norman Eskridge Highway in Seaford, Delaware. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a criminal charge, dealing with a family law matter, or need assistance with estate planning, our firm is here to help. With a commitment to excellence and a track record of success, Street & Ellis PA is a trusted name in the legal community. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
957 Norman Eskridge Hwy, Seaford, DE 19973, United States -
Procino-Wells & Woodland, LLC
● OpenProcino-Wells & Woodland, LLC is a reputable law firm located at 225 High Street in Seaford, Delaware. With a team of experienced and dedicated lawyers, this institution specializes in providing top-notch legal services to clients in need of assistance. Whether it's for personal injury cases, family law matters, estate planning, or business law, Procino-Wells & Woodland, LLC is committed to delivering professional and reliable representation. Trustworthy and client-focused, this law firm is known for its integrity and commitment to achieving the best possible outcomes for their clients. If you are in need of legal assistance, look no further than Procino-Wells & Woodland, LLC.
225 High St, Seaford, DE 19973, United States -
H B Mitchell & Co
● OpenH B Mitchell & Co is a reputable accounting and finance institution located at 128 Houston Street in Millsboro, Delaware, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to investment advice, H B Mitchell & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you need help with bookkeeping, estate planning, or retirement savings, H B Mitchell & Co is the trusted partner you can rely on for all your financial needs.
128 Houston St, Millsboro, DE 19966, United States -
Smith & McCartney, LLC
● OpenSmith & McCartney, LLC is a reputable law firm located at 406 South Bedford Street in Georgetown, Delaware, United States. Specializing in a wide range of legal services, including estate planning, real estate transactions, and business law, our team of experienced attorneys is dedicated to providing our clients with personalized and professional representation. With a commitment to excellence and a track record of success, Smith & McCartney, LLC is the go-to firm for all your legal needs in the Georgetown area. Contact us today to schedule a consultation.
406 S Bedford St #1, Georgetown, DE 19947, United States -
Chesapeake Legal Counsel
● OpenChesapeake Legal Counsel is a highly respected law firm located at 29H Atlantic Avenue in Ocean View, Delaware. Our team of experienced lawyers specializes in a wide range of legal services, including family law, estate planning, real estate law, and more. We are dedicated to providing personalized and effective legal representation to our clients, helping them navigate the complexities of the legal system with confidence. Whether you are facing a divorce, need assistance with creating a will, or require guidance on a real estate transaction, Chesapeake Legal Counsel is here to help. Contact us today to schedule a consultation and discuss your legal needs.
29H Atlantic Ave, Ocean View, DE 19970, United States -
Procino-Wells & Woodland, LLC
● OpenProcino-Wells & Woodland, LLC is a law firm located in Lewes, Delaware, United States. Specializing in estate planning and elder law, our team of professionals is dedicated to understanding our clients' objectives and exceeding their expectations. We provide compassionate and outstanding legal services in a timely and efficient manner while maintaining the highest standards of professionalism. Our dynamic environment fosters open communication, mutual respect, initiative, innovation, teamwork, and loyalty. Join us for our Elder Law Workshop at the CAMP Rehoboth Community Center to learn more about estate planning and asset protection. Our experienced attorneys will guide you through legal strategies to plan for long-term care and preserve public benefits for persons with special needs.
1519 Savannah Rd, Lewes, DE 19958, United States -
Delaware Money School
● OpenDelaware Money School, located at 600 South Harrison Street in Wilmington, Delaware, is a finance institution dedicated to helping individuals build financial stability and accrue generational wealth. Our mission is to provide equal access to resources and high-quality services that enable our students to participate in mainstream banking and legal systems. Our specialized courses, taught by experts, cover a range of money topics to help you plan for a stronger financial future. Our in-house legal team is available to guide you through estate and tax law, ensuring timely legal care to prevent and address big problems. We aim to provide safe and reliable access to financial services without the high costs associated with check cashing or payday lending services. At Delaware Money School, we question why the IRS focuses on auditing low-income filers rather than pursuing the $1 trillion in unpaid taxes lost each year. Our focus at DCRAC Law is on securing wealth through estate planning and tax controversies. Additionally, Stepping Stones Community Federal Credit Union has been a leading financial institution dedicated to serving the community since 2011.
600 S Harrison St, Wilmington, DE 19805, United States -
Cooper Levenson, Attorneys at Law
● OpenCooper Levenson, Attorneys at Law, located at 30 Fox Hunt Drive in Bear, Delaware, is a reputable institution specializing in various areas of law, including finance and legal matters. With a focus on attorney discipline, ethics matters, and professional defense, the firm has established itself as a leader in the gaming, casino, and iGaming law sectors. Founded in 1957 in Atlantic City, New Jersey, Cooper Levenson has grown to a full-service firm with 75 attorneys offering expertise in tax, business, estate planning, litigation, banking, labor and employment law, health care law, personal injury, maritime law, education law, and more. The firm's commitment to providing exceptional legal services with a "client-first" approach has been key to its success over the years.
30 Fox Hunt Dr, Bear, DE 19701, United States -
Young Conaway Stargatt & Taylor, LLP
● OpenYoung Conaway Stargatt & Taylor, LLP is a prestigious law firm located in Wilmington, Delaware. With a history dating back over a century, this institution is known for providing top-notch legal services to clients in various practice areas. Their team of experienced lawyers is dedicated to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are in need of representation in business law, litigation, or any other legal matter, Young Conaway Stargatt & Taylor, LLP is a trusted choice. Visit them at 1000 North King Street for expert legal counsel in the heart of Delaware.
Rodney Square, 1000 N King St, Wilmington, DE 19801, United States -
Parkowski Guerke & Swayze PA
● OpenParkowski Guerke & Swayze PA is a prestigious law firm located at 16 South Front Street in Georgetown, Delaware. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and environmental law, the firm is known for its professionalism and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice or representation, Parkowski Guerke & Swayze PA is a trusted institution that you can rely on.
16 S Front St, Georgetown, DE 19947, United States -
Lyons & Doughty PC
● OpenLyons & Doughty PC is a law firm located at 15 Ashley Place in Wilmington, Delaware. Our team of experienced lawyers specializes in various legal areas including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and professional legal services to help them navigate through complex legal matters. With a strong reputation for excellence and integrity, Lyons & Doughty PC is committed to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation.
15 Ashley Pl # 2B, Wilmington, DE 19804, United States -
Tunnell & Raysor, P.A.
● OpenTunnell & Raysor, P.A. is a prestigious law firm located in Bethany Beach, Delaware. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to individuals and businesses in the area. From personal injury cases to real estate transactions, Tunnell & Raysor, P.A. offers expert legal representation and personalized attention to each client. Their office is conveniently located at 32892 Coastal Highway, making it easily accessible to those in need of legal assistance in the Bethany Beach area. Trust Tunnell & Raysor, P.A. for all your legal needs.
32892 Coastal Hwy #1, Bethany Beach, DE 19930, United States -
Cooper Levenson, Attorneys at Law
● OpenCooper Levenson, Attorneys at Law is a prestigious institution located at 1201 Orange Street in Wilmington, Delaware, United States. Specializing in attorney discipline, ethics matters, and professional defense, we have built a reputation for excellence in numerous areas of law. Founded in Atlantic City, New Jersey in 1957, our firm started with just two attorneys and has since grown to a full-service firm with 75 attorneys. Our legal expertise spans a wide range of practice areas, including gaming, casino, and iGaming law, tax and business law, estate planning, litigation, labor and employment law, health care law, personal injury, maritime law, education law, and more.
1201 Orange St #700, Wilmington, DE 19801, United States -
Dalton & Associates
● OpenDalton & Associates is a reputable institution located at 1106 West 10th Street in Wilmington, Delaware, United States. With a team of experienced professionals, they specialize in providing top-notch financial and legal services to their clients. Whether you need assistance with tax planning, estate planning, or business consulting, Dalton & Associates is dedicated to helping you achieve your goals and secure your financial future. Contact them today to learn more about how they can assist you with your financial needs.
1106 W 10th St, Wilmington, DE 19806, United States -
Small Business Council of America
● OpenThe Small Business Council of America (SBCA) is located at 2751 Centerville Road, Wilmington, Delaware, United States. The institution is dedicated to advocating for small businesses and their owners, particularly in regards to tax and benefit issues. SBCA members are businesses who understand the importance of these issues for their success and security. The institution works to repeal discriminatory rules in the Tax Code against 5% owners, simplify federal tax and employee benefit laws, and provide analysis of current legislation. SBCA members include advisors for family and privately owned businesses, such as lawyers, accountants, and financial planners. The institution hosts an annual Congressional Awards Reception at the U.S. Capitol to honor members of Congress and the small business community. The SBCA also works on issues related to retirement plans, estate tax, alternative minimum tax, and health care reform. The ultimate goal of the SBCA is to keep small businesses a vital part of the economy and ensure the success of its members.
2751 Centerville Rd, Wilmington, DE 19808, United States -
Budget Car Rental
● OpenWelcome to Budget Car Rental, conveniently located at 100 French Street, Wilmington, Delaware 19801, United States. Whether you're arriving by train or simply need a reliable vehicle to explore the city, we are your go-to car rental service in Wilmington. Why Choose Budget Car Rental?
100 French Street, Wilmington, Delaware 19801, United States -
Nomad Stays
● OpenWelcome to Nomad Stays, your ultimate destination for digital nomad-friendly accommodations in Claymont, Delaware. Located at 2093 Philadelphia Pike, our unique blend of lodging, real estate, and travel agency services caters specifically to the needs of remote workers and digital nomads seeking a seamless living and working experience. At Nomad Stays, we understand the importance of reliable internet connectivity, which is why every stay comes with Wi-Fi speeds independently verified by our team. Our hand-picked accommodations feature amenities like laptop desks and in-house workspaces, or you can explore nearby coworking spaces for a change of scenery.
2093 Philadelphia Pike, Claymont, Delaware 19703, United States
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