The 30 Best Estate planning advice in Miami, Florida

Merrill Lynch Financial Advisor Thomas X Lequerica is a trusted institution located at 701 Brickell Avenue, Miami, Florida, United States. Specializing in finance, their team of experienced professionals is dedicated to helping clients create wealth for the future, preserve it, and implement charitable funds. With over 23 years at Merrill and a wealth management background spanning over 35 years, the Lequerica Group offers personalized financial advice on a global scale. By starting with a conversation to understand your goals and priorities, Merrill Lynch Financial Advisor Thomas X Lequerica can create a customized financial approach tailored to meet your needs. Through the Investment Personality Assessment, they gain insights into how you think and feel about investing, allowing them to provide you with resources and strategies to help you pursue what matters most to you.

Gold Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 100 Southeast 2nd Street in Miami, Florida. As a part of UBS Financial Services Inc., they offer a wide range of wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Gold Wealth Management Group is dedicated to providing top-notch financial advice and services to help you secure a prosperous future.

Merrill Lynch Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions. Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).

Segal Sanchez Wealth Management - UBS Financial Services Inc. is a premier financial institution located in the heart of Miami, Florida. With a focus on providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer personalized solutions tailored to your individual needs. Trust Segal Sanchez Wealth Management - UBS Financial Services Inc. to guide you towards a secure financial future.

NPC Financial is a reputable finance and insurance agency located at 2 South Biscayne Boulevard in Miami, Florida, United States. With a team of experienced professionals, NPC Financial offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, NPC Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial services tailored to meet your individual needs.

Merrill Lynch Financial Advisor Joao Alvarez, located at 701 Brickell Avenue, Miami, Florida, United States, is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. The institution focuses on understanding each individual's unique needs and aspirations, offering one-on-one guidance to create tailored plans that address financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joao Alvarez is committed to building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to achieve what matters most to them. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch Financial Advisor Joao Alvarez is dedicated to helping clients achieve their goals and live their best financial life.

Sonson Bazin is a reputable finance and insurance agency located at 20295 Northwest 2nd Avenue in Miami, Florida. With a strong commitment to providing top-notch financial and insurance services to its clients, Sonson Bazin is known for its expertise and professionalism in the industry. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, the knowledgeable team at Sonson Bazin is dedicated to helping you achieve your financial goals. Visit their office in Miami today to experience their exceptional service firsthand.

Financial Services is a leading finance institution located at 5723 Northwest 7th Avenue in Miami, Florida. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment advice to retirement planning, we are dedicated to providing personalized solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure your financial future.

Ariel Sanchez Alfonso - Regions Wealth Advisor is a finance institution located at 6013 Northwest 7th Avenue, Miami, Florida, United States. They provide personalized financial expertise for affluent individuals through Regions Private Wealth Management. Ariel Sanchez Alfonso, a Wealth Advisor for Regions Private Wealth Management in Miami, focuses on developing a comprehensive financial strategy tailored to your specific situation. The institution offers trust and investment management services through Regions Wealth Management and Regions Investment Management, Inc. They provide educational and general marketing communications and do not provide impartial investment advice. The appointment scheduler is provided by Engageware Modal. For more information, please visit their website.

The Lonnie Gordon Financial Group is a prominent financial institution located at 4400 Biscayne Boulevard in Miami, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how the Lonnie Gordon Financial Group can help you reach your financial goals.

JBS Financial Group is a leading finance institution located at 4100 Northeast 2nd Avenue in Miami, Florida. With a strong reputation for providing expert financial services, JBS Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, JBS Financial Group has the expertise and experience to help you achieve your financial goals. Trust in JBS Financial Group for all your financial needs in the heart of Miami.

Access Financial Group, Inc. is a finance institution located in Miami, Florida, United States. They provide a wide range of financial services including wealth management, investment advisory, retirement planning, and insurance solutions. With a team of experienced professionals, Access Financial Group, Inc. is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking for insurance coverage, Access Financial Group, Inc. is committed to providing personalized and comprehensive financial solutions to meet your needs.

PrietoCruz Advisors is a leading financial institution located at 2700 Southwest 3rd Avenue in Miami, Florida, United States. With a team of experienced advisors, we provide expert financial guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, PrietoCruz Advisors is here to help. Trust us to provide you with the knowledge and expertise needed to make sound financial decisions and secure your financial future.

Guggenheim Investment Advisors is a leading finance institution located at 1111 Brickell Avenue in Miami, Florida, United States. With a strong reputation for providing top-tier investment advisory services, Guggenheim Investment Advisors offers a wide range of financial solutions tailored to meet the unique needs of their clients. From wealth management to portfolio diversification, their team of experts is dedicated to helping individuals and businesses achieve their financial goals. Trust in Guggenheim Investment Advisors for all your investment needs.

Merrill Lynch Private Wealth Advisor Manuel J Escobio is a premier financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Our team of private wealth advisors offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. We provide customized services supported by the broad capabilities of a global institution, focusing on a limited number of clients to offer personalized attention for all aspects of your financial life. Our rigorously trained private wealth advisors are dedicated to meeting your specialized needs with relationships based on trust and personalized service. We are proud of our advisors who have received recognition from financial industry publications, setting the standard for exemplary client service. Forbes has recognized us as "Best-in-State Wealth Advisors" in 2023, showcasing our commitment to excellence.

N. Abraham Issa, CFP - UBS Financial Services Inc. is a reputable financial institution located in Miami, Florida. Our team of experienced professionals, led by N. Abraham Issa, a Certified Financial Planner, is dedicated to providing personalized financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Visit us at 100 Southeast 2nd Street to learn more about how we can assist you in managing your finances and securing your financial future.

Greenfield Financial of Gardens Wealth Management is a branch of Wells Fargo Advisors Financial Network located in the heart of Miami Beach, Florida. Our institution is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a team of experienced financial advisors, we offer a wide range of investment options and financial planning strategies to meet the unique needs of our clients. Visit us at 1111 Lincoln Road to learn more about how we can help you secure your financial future.

Citi Personal Wealth Management is a finance institution located at 401 West 41st Street in Miami Beach, Florida, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a range of investment options and financial planning strategies tailored to your individual needs. Trust Citi Personal Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.

Richa Sadana, Financial Services Professional at New York Life, located in Miami, Florida, is dedicated to providing financial strategies to protect your family and business for generations to come. With a focus on serving professional advisors, Richa Sadana helps hardworking business owners and professionals make wise decisions for their financial future. Whether you need help funding your child's education or establishing a succession strategy, Richa Sadana is committed to guiding you through the process with complete transparency. As a licensed insurance agent and Registered Representative of NYLIFE Securities LLC, Richa Sadana offers a wide range of financial services to clients in various states. With a proven process to help clients gain clarity on their goals and understand their options, Richa Sadana is a trustworthy partner who looks out for your best interests above all else. Contact Richa Sadana today to start planning for a secure financial future for you and your family.

Inveniam, LLC is a finance institution located at 450 Alton Road in Miami Beach, Florida, United States. We specialize in providing innovative financial solutions for our clients, helping them achieve their financial goals and grow their wealth. Our team of experienced professionals is dedicated to delivering personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Inveniam, LLC to be your partner in building a secure and prosperous financial future.

The UBS Quintessence Group - UBS Financial Services Inc. is a renowned finance institution located in Miami, Florida, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at UBS Quintessence Group is comprised of experienced professionals who are committed to delivering personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, UBS Financial Services Inc. is the trusted partner you need. Visit their office at 100 Southeast 2nd Street to learn more about how they can help you secure your financial future.

Bank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.

Platinum Wealth Partners is a premier financial institution located at 1221 Brickell Avenue in Miami, Florida. As a leading provider of financial services, Platinum Wealth Partners offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, save, or plan for the future, our team of experienced professionals is dedicated to providing personalized guidance and expertise. Visit us at our convenient location in the heart of Miami to learn more about how Platinum Wealth Partners can help you secure your financial future.

BigSur Partners is a leading finance institution located at 1441 Brickell Avenue in Miami, Florida. With a strong presence in the United States, BigSur Partners offers a wide range of financial services to clients, including investment management, wealth planning, and advisory services. Our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, BigSur Partners is committed to delivering exceptional results and unparalleled service.

Blauvelt Capital Advisors is a leading finance institution located at 1111 Brickell Avenue in Miami, Florida, United States. With a team of experienced financial experts, Blauvelt Capital Advisors provides a wide range of investment and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Blauvelt Capital Advisors offers personalized solutions tailored to your unique needs. Trust in Blauvelt Capital Advisors to provide sound financial advice and guidance to help you navigate the complexities of the financial world.

Lion Capital Advisors is a premier financial institution located at 1450 Brickell Avenue in Miami, Florida, United States. Specializing in providing top-notch financial services, our team of expert advisors offers tailored solutions to help clients achieve their financial goals. With a focus on integrity, professionalism, and innovation, Lion Capital Advisors is committed to delivering exceptional service and results for our clients. Whether you are looking for investment advice, wealth management, or financial planning, our experienced team is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and see how Lion Capital Advisors can help you secure your financial future.

Merrill Lynch Private Wealth Advisor Anthony Scicchitano, located at 701 Brickell Avenue in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. Torre Scicchitano & Associates is dedicated to providing a high-quality wealth planning experience that simplifies the complexities of financial life. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has been recognized on the Forbes "Best-in-State Wealth Advisors" list, showcasing their commitment to exemplary client service. They offer strategies designed to help clients achieve their goals, whether they are individuals, families, business owners, or executives. Clients have access to personalized services and global resources, with a focus on cultural sensitivity and understanding for clients from diverse backgrounds.

Unimar Financial Services is a leading finance institution located at 1450 Brickell Avenue in Miami, Florida. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.

Achievers Financial Education is a reputable institution located at 15251 Northeast 18th Avenue in Miami, Florida, United States. Specializing in finance, our institution is dedicated to providing top-quality financial education and training to help individuals achieve their financial goals. With experienced instructors and a comprehensive curriculum, Achievers Financial Education equips students with the knowledge and skills needed to succeed in the ever-changing world of finance. Whether you are looking to improve your financial literacy, advance your career in finance, or simply enhance your understanding of personal finance, Achievers Financial Education is the place for you. Join us and take the first step towards a brighter financial future.

Point Break Capital Management is a leading investment firm located at 3550 Biscayne Boulevard in Miami, Florida. With a team of experienced financial experts, we specialize in providing personalized investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, our dedicated team is here to help you navigate the complexities of the financial markets. Contact us today to learn more about how Point Break Capital Management can help you secure a brighter financial future.