TOP 30 Charitable trusts in Coral Gables, Florida

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Coastal Wealth - Coral Gables is a premier financial solutions firm located at 806 Douglas Road in Coral Gables, Florida, United States. We are committed to providing innovative, collaborative, and trusted financial services to our clients. Our team of experts is dedicated to upholding unwavering integrity, transparency, and ethical conduct in all aspects of our work. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique financial goals. Our approach is centered on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. We go above and beyond to ensure that your financial journey is aligned with your aspirations.

The 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.

Ernesto Martinez, Jr., P.A. is a reputable law firm located at 2655 South Le Jeune Road, Coral Gables, Florida, United States. Specializing in Estate Planning and Administration, Wills, Trusts and Estates, Probate, Guardianship, Asset Protection, Inheritance, Succession Planning, and Real Estate, the firm is dedicated to protecting and serving its clients and their loved ones. With over 32 years of experience, the attorneys at Ernesto Martinez, Jr., P.A. are well-informed, knowledgeable, and effective in handling complex legal matters related to probate and estate law. The firm prides itself on providing high-quality legal services with dignity and sensitivity, focusing solely on specific practice areas such as probate estates, inheritance, guardianship, estate planning, taxation, and elder law issues. Ernesto Martinez, Jr. is a licensed attorney and certified public accountant with degrees from the University of Miami and the Ivy League. He is a member of The Florida Bar Real Property, Probate & Trust Law Section, and the Elder Law Section, as well as the American Academy of Attorney-CPAs. With a 5.0 rating from Martindale-Hubbell, Martinez is known for his integrity, expertise, and client focus. The firm offers professional legal assistance to ensure that clients receive their inheritance as quickly as possible, navigating the complexities of the probate process with ease.

The CG Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 550 Biltmore Way in Coral Gables, Florida, United States. Specializing in wealth management services, they offer personalized financial planning, investment management, and retirement planning solutions to help clients achieve their financial goals. With a team of experienced professionals and access to UBS's global resources, they provide comprehensive and tailored financial solutions to individuals, families, and businesses. Trustworthy, reliable, and committed to excellence, The CG Wealth Management Group is dedicated to helping clients secure their financial future.

investment adviser and Member SIPC and a wholly owned subsidiary of BofA Corp. Margarita Carreno Rodriguez is a Private Wealth Advisor at Merrill Lynch located at 355 Alhambra Circle, Coral Gables, Florida. With a focus on multigenerational family finances, Margarita and her team offer personalized attention and boutique-like service to a limited number of clients. As part of Merrill Private Wealth Management, Margarita is rigorously trained to meet specialized needs with trust-based relationships and personalized service. With a commitment to helping clients achieve their goals, Margarita and her team provide insights and strategies to navigate complex wealth management issues. By developing detailed strategies tailored to individual priorities, Margarita believes in using money as a tool to pursue what is most important to each client. She specializes in estate planning, charitable giving, and customized portfolio strategies.

Ernesto Gonzalez PA is a reputable accounting and finance institution located at 2020 Ponce de Leon in Coral Gables, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for all your accounting and financial needs. Visit us today to see how we can help you achieve your financial goals.