Best estate planning strategies in Miami, Florida
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University of Miami Heckerling Institute on Estate Planning
● ClosedThe University of Miami Heckerling Institute on Estate Planning is a renowned institution located at 1311 Miller Drive in Coral Gables, Florida, United States. As a part of the university, this institute is dedicated to providing high-quality education and research in the field of estate planning. With a focus on cutting-edge strategies and best practices, the institute offers a wide range of programs and resources to help professionals stay current in this ever-evolving field. Whether you are a seasoned estate planner or just starting out in the industry, the University of Miami Heckerling Institute on Estate Planning is the perfect place to enhance your knowledge and skills.
1311 Miller Dr c423, Coral Gables, FL 33146, United States -
Yahima Suarez, P.A. / Life Planning & Beyond
● ClosedYahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
6625 Miami Lakes Dr SUITE 343, Miami Lakes, FL 33014, United States -
Graystone Consulting – Miami, FL - Morgan Stanley
● OpenGraystone Consulting in Miami, FL is a branch of Morgan Stanley, a renowned financial institution offering a wide range of wealth management services. Located at 200 South Biscayne Boulevard in Miami, Florida, Graystone Consulting provides personalized financial solutions to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and access to Morgan Stanley's global resources, clients can expect expert advice and tailored investment strategies to help them achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment management, Graystone Consulting in Miami is dedicated to providing top-notch financial services to meet your needs.
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, United States -
Independent Financial Planning
● ClosedIndependent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
1901 Brickell Ave, Miami, FL 33129, United States -
Miami Partners Development
● OpenMiami Partners Development is a finance institution located at 3701 North Country Club Drive, Aventura, Florida, United States. We specialize in investment projects in Florida with a guarantee in real estate. With over 12 years of experience in developing properties for financial investment in South Florida, and our associates have over 15 years of experience in the financial, construction, and real estate sectors. Investors become owners of a tangible asset from the start of the project, including the land, plans, permits, and property. Throughout the process, we provide support from the purchase of the land to the sale of the property. Our investment projects are backed by the security of Florida Real Estate and are the best option to protect and diversify your investments.
3701 N Country Club Dr, Aventura, FL 33180 Suite 1405, United States -
HUBB ESTATE
● ClosedHUBB ESTATE is a premier real estate agency located at 9675 Northwest 117th Avenue in Miami, Florida. Our team of experienced agents is dedicated to helping clients buy, sell, and rent properties in the vibrant Miami area. Whether you are looking for a luxury waterfront home, a cozy condo, or a commercial property, we have the expertise to assist you every step of the way. With a commitment to personalized service and attention to detail, HUBB ESTATE is your trusted partner in all your real estate needs. Contact us today to start your property search or sale process.
9675 NW 117th Ave #405, Miami, FL 33178, United States -
IMD Miami
● ClosedIMD Miami is a premier real estate and travel agency located at 475 Brickell Avenue in the vibrant city of Miami, Florida. Our dedicated team of professionals is committed to providing top-notch services for all your real estate and travel needs. Whether you are looking to buy, sell, or rent a property in Miami, or plan your dream vacation, IMD Miami is here to help. With our expertise and personalized approach, we strive to make your real estate transactions and travel experiences seamless and unforgettable. Contact us today to learn more about how IMD Miami can assist you in achieving your real estate and travel goals.
475 Brickell Ave APT 810, Miami, FL 33131, United States -
Tiffany Noreen Thorne: Primerica - Financial Services
● ClosedTiffany Noreen Thorne: Primerica - Financial Services is a reputable finance and insurance agency located at 520 Northwest 165th Street in Miami, Florida, United States. With a focus on providing top-notch financial services to individuals and families, Tiffany Noreen Thorne and her team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, the professionals at Tiffany Noreen Thorne: Primerica - Financial Services are dedicated to providing personalized solutions to meet your needs. Visit their office today to start building a strong financial foundation for tomorrow.
520 NW 165th St #105, Miami, FL 33169, United States -
MANNA WEALTH MANAGEMENT - Florida Financial Advisors
● OpenManna Wealth Management is a leading financial advisory firm located in Miami Beach, Florida. Our team of experienced Florida Financial Advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Located at 429 Lenox Avenue, our institution provides a range of financial services including retirement planning, investment management, estate planning, and more. With a focus on building long-term relationships and delivering exceptional service, Manna Wealth Management is committed to helping clients navigate the complexities of the financial world and secure their financial future. Contact us today to schedule a consultation with one of our expert advisors.
429 Lenox Ave. Suite 422, Miami Beach, FL 33139, United States -
Isis Tabora, Bankers Life Agent
● ClosedIsis Tabora, Bankers Life Agent is an insurance agency located at 13400 Southwest 120th Street in Miami, Florida, United States. Specializing in providing comprehensive insurance solutions, Isis Tabora offers personalized service and expert advice to help clients protect their financial future. With a focus on Bankers Life products, the agency ensures that individuals and families have the coverage they need for peace of mind. Whether it's life insurance, health insurance, or retirement planning, Isis Tabora is dedicated to helping clients make informed decisions and secure their financial well-being.
13400 SW 120th St Ste 300D, Miami, FL 33186, United States -
Garrel Miani Financial Group
● ClosedGarrel Miani Financial Group (GMFG) is a finance and insurance agency located at 801 Brickell Avenue, Miami, Florida, United States. With a focus on helping U.S. and Latin American-based families and business owners with complex financial and estate planning needs, GMFG offers comprehensive information and expert resources to empower clients to make wise decisions about their wealth. Joseph M. Garrel, one of the top Financial Security Professionals in Florida, leads the team at GMFG, guiding clients on the right path forward in their financial journey. GMFG is dedicated to serving clients with unmatched excellence, as evidenced by being named one of the Best-in-State Top Financial Security Professionals for 2022 by Forbes. By working with existing financial teams or bringing their own expert resources to the table, GMFG helps clients define and execute holistic financial strategies. Clients can trust GMFG to provide them with the information and guidance needed to reach their financial goals.
801 Brickell Ave Ste 1440, Miami, FL 33131, United States -
Kalish & Jaggars, PLLC
● OpenKalish & Jaggars, PLLC is a trusted law firm located in West Palm Beach, Florida. We specialize in guiding individuals and families through their legal storms with compassion and skill. Serving clients in Palm Beach, Broward, Miami-dade, and throughout South Florida, we are your guiding light in navigating the complex landscape of family law in the Sunshine State. With our experienced attorneys by your side, you can rest assured that your case will be handled with the utmost care and dedication. We offer a range of services including divorce law, prenuptial agreements, postnuptial agreements, paternity establishment, and enforcement of timesharing agreements.
2161 Palm Beach Lakes Blvd Suite 309, West Palm Beach, FL 33409, United States -
Carol L. Grant, P.A.
● ClosedCarol L. Grant, P.A. is a law firm located at 1601 North Flamingo Road in Pembroke Pines, Florida, United States. Specializing in estate planning, they offer a range of legal strategies including wills, trusts, durable powers of attorney, and health care documents. As a parent of minor children, protecting their future is paramount. The firm helps clients prepare for the unexpected by ensuring all assets and interests are safeguarded. Serving clients in Miami, Fort Lauderdale, and the surrounding areas, Carol L. Grant, P.A. treats clients like family, providing personalized service with honor and integrity. Download their important document to assess if you need to revise your Estate Plan or begin one now. Contact them at 1601 N. Flamingo Road, Suite 1 in Pembroke Pines for expert legal assistance in planning and protecting your family legacy.
1601 N Flamingo Rd #1, Pembroke Pines, FL 33026, United States -
Dehghani Law
● ClosedDehghani Law is a finance institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in legal services related to finance, Dehghani Law offers expert advice and representation for individuals and businesses in need of financial guidance. With a team of experienced attorneys, Dehghani Law is dedicated to providing professional and personalized services to help clients navigate the complex world of finance. Whether you are facing a financial dispute, need assistance with investment strategies, or require help with estate planning, Dehghani Law is here to help you achieve your financial goals.
6625 Miami Lakes Dr 3rd floor, Miami Lakes, FL 33014, United States -
All People's Law Center
● OpenAll People's Law Center is a reputable legal institution located at 1452 Northeast 163rd Street in North Miami Beach, Florida. Our team of experienced lawyers is dedicated to providing high-quality legal services to individuals in need. We specialize in a wide range of legal areas, including family law, immigration law, and criminal defense. Our mission is to ensure that all people have access to justice and receive fair representation. Contact us today for expert legal assistance.
1452 NE 163rd St, North Miami Beach, FL 33162, United States -
Dan S. Arnold III, P.A.
● OpenDan S. Arnold III, P.A. is a reputable law firm located at 888 South Andrews Avenue in Fort Lauderdale, Florida. Specializing in Business Law, Insurance, and Personal Injury cases, the firm has been serving clients in the Fort Lauderdale area since 1993. Founded by Dan S. Arnold III, who holds the highest rating for legal ability and ethical standards by Martindale-Hubbell, the firm prides itself on providing personalized and dedicated legal representation. Mr. Arnold, a Fort Lauderdale native with deep community ties, brings his extensive experience in state and federal courts to every case. Clients can expect hands-on attention from Mr. Arnold himself, as he handles all aspects of their legal matters, from research to court appearances. Serving clients in Fort Lauderdale, Dania, Hollywood, Hallandale, Pompano Beach, Miami, Broward County, and Miami-dade County, Dan S. Arnold III, P.A. is committed to providing top-notch legal services. Please note that the information on this website is for general information purposes only and should not be taken as legal advice. Contact us for a timely response to your inquiry. Thank you.
888 S Andrews Ave STE 201, Fort Lauderdale, FL 33316, United States -
Israel Sands Law, P.A.
● ClosedIsrael Sands Law, P.A. is a reputable law firm located at 1210 Washington Avenue in Miami Beach, Florida. Specializing in various legal matters, the knowledgeable team at Israel Sands Law, P.A. is committed to providing top-notch legal services to clients in need of expert representation. With a focus on professionalism, integrity, and personalized attention, this institution is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Israel Sands Law, P.A. is here to help.
1210 Washington Ave #245, Miami Beach, FL 33139, United States -
Law Office of Claudio R. Cedrez, LLC
● ClosedThe Law Office of Claudio R. Cedrez, LLC is a legal institution located at 11098 Biscayne Boulevard in Miami, Florida, United States. Specializing in providing knowledge, strategy, and innovation, the team at this law office prides themselves on delivering their services with integrity, dedication, and professionalism. Please note that visiting this website or contacting the office through this site does not establish an attorney/client relationship. This site is for informational purposes only and serves as legal advertising for the firm.
ONE BISCAYNE PLACE, 11098 Biscayne Blvd #100a, Miami, FL 33161, United States -
Berman & Berman, P.A.
● ClosedBerman & Berman, P.A. is a trusted institution located at 9560 Southwest 107th Avenue in Miami, Florida. Specializing in accounting, finance, and legal services, our firm is led by the father and son team of David and Paul Berman, who together have over 50 years of combined experience in estate planning, probate, estate administration, and tax law. At Berman & Berman, P.A., we prioritize integrity and client-first service over empty promises and endless charges. Our team is dedicated to providing personalized and compassionate support to guide you through any legally complex procedures, ensuring that your unique needs and goals are met.
9560 SW 107th Ave Suite 208, Miami, FL 33176, United States -
5th Avenue Solutions
● Closed5th Avenue Solutions is a finance institution located at 5117 Castello Drive in Naples, Florida, United States. Our mission is to provide top-notch service to our clients through innovative modeling, cutting-edge marketing strategies, thorough financial analysis, post-transaction loan management, and portfolio assessments. Our services cater to a variety of needs, including business succession planning, estate equalization, future income planning, PPLI (Private Placement Life Insurance), COLI (Corporate Owned Life Insurance), and charitable giving. With locations in Naples, Asheville, Dallas, New York, Zurich, and Miami, we are committed to helping our clients achieve their financial goals with precision and expertise.
5117 Castello Dr Ste 2, Naples, FL 34103, United States -
Neil Jesani Advisors
● ClosedNeil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
1300 Sawgrass Corporate Pkwy #130, Sunrise, FL 33323, United States -
Financial Advisor Mo
● ClosedFinancial Advisor Mo is a reputable finance institution located at 6187 Northwest 167th Street in Miami Lakes, Florida. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment advice to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Financial Advisor Mo is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
6187 NW 167th St Suite H22, Miami Lakes, FL 33015, United States -
Legacy Wealth Management
● ClosedLegacy Wealth Management is a leading financial institution located at 7344 Southwest 48th Street in Miami, Florida. Specializing in providing personalized and comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Legacy Wealth Management is committed to providing expert guidance and customized solutions tailored to your needs. Trust us to help you build a legacy of financial success.
7344 SW 48th St, Miami, FL 33155, United States -
Levanti Wealth
● ClosedLevanti Wealth is a prestigious finance institution located at 4929 Southwest 74th Court in Miami, Florida, United States. With a strong focus on wealth management and financial planning, Levanti Wealth offers a wide range of exciting opportunities for individuals and businesses looking to grow and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Levanti Wealth is here to help you navigate the complexities of the financial world with confidence and peace of mind.
4929 SW 74th Ct, Miami, FL 33155, United States -
Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a range of certifications and designations for their advisors, 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 cover a variety of financial planning topics, ensuring that advisors are well-equipped to assist clients with their wealth management needs. The institution is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and more.
9150 S Dadeland Blvd # 1010, Miami, FL 33156, United States -
Edward Jones - Financial Advisor: Robert D Rucky, CFP®
● ClosedEdward Jones - Financial Advisor: Robert D Rucky, CFP® is a reputable financial institution located at 3047 Southwest 38th Court in Miami, Florida. As a Certified Financial Planner, Robert D Rucky offers expert financial advice and planning services to clients in the United States. With a focus on personalized solutions and long-term financial goals, Edward Jones is committed to helping individuals and families achieve financial success and security. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones and Robert D Rucky are dedicated to providing top-notch financial services and support.
3047 SW 38th Ct, Miami, FL 33146, United States -
Merrill Lynch Financial Advisor Charu Narain
● ClosedMerrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.
8840 SW 136th St, Miami, FL 33176, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 8840 Southwest 136th Street in Miami, Florida, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate their wealth planning challenges and opportunities. The experienced advisors at the branch offer personalized financial strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America's estate planning services. The branch is committed to client service and satisfaction, working closely with clients to understand their current financial situation and create long-term financial strategies. Through volunteerism and charitable outreach, the branch also supports the communities in which they live and work.
8840 SW 136th St, Miami, FL 33176, United States -
America's Advisory Group
● ClosedAmerica's Advisory Group is a leading finance institution located at 777 Brickell Avenue in the vibrant city of Miami, Florida. Our team of expert advisors offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a commitment to excellence and personalized service, we strive to provide innovative solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, America's Advisory Group is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
777 Brickell Ave #500, Brickell, FL 33131, United States -
J Horta Accounting & Taxes Inc
● ClosedJ Horta Accounting & Taxes Inc is a reputable institution located in Miami, Florida, United States. With a commitment to conducting business at the highest standards, we work with both national and international organizations. Our experienced team offers a wide range of services including accounting, auditing, financial reporting, new business set up, real estate transactions, bookkeeping, payroll services, tax reporting, and tax preparation for individuals and businesses. With over 30 years of experience serving the community, our firm is dedicated to providing top-quality service to our clients. Our team stays up-to-date with tax developments to ensure that you have access to all tax-saving opportunities. By working with us throughout the year, you can minimize surprises at tax time and develop tax strategies to reduce your tax burden.
12905 SW 42nd St #217, Miami, FL 33175, United States
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