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TOP 30 Estate planning advisors in Miami, FL
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MANNA WEALTH MANAGEMENT - Florida Financial Advisors
Manna 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.
Neil Jesani Advisors
Neil 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.
Financial Advisor Mo
Financial 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.
Provenance Wealth Advisors
Provenance Wealth Advisors is a finance institution located in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and give you financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. They also provide coordinated investment plans tailored to help you achieve your goals. Additionally, their retirement plans incorporate education and hands-on management for success. Provenance Wealth Advisors takes an entrepreneurial approach to solving clients' problems and building deep relationships. Their team of professionals offers a comprehensive approach to estate, financial, business, and investment planning to navigate complex financial and risk environments. Contact them at their Fort Lauderdale office for more information. Securities are offered through PWA Securities, LLC, a registered broker/dealer, and Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody services are provided through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is affiliated with Raymond James & Associates, Inc.
Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark 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.
Edward Jones - Financial Advisor: Robert D Rucky, CFP®
Edward 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.
Graystone Consulting – Miami, FL - Morgan Stanley
Graystone 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.
Merrill Lynch Financial Advisor Charu Narain
Merrill 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.
Morgan Stanley Private Wealth Advisors
Morgan Stanley Private Wealth Advisors is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing personalized wealth management services to high-net-worth individuals, families, and organizations, their team of experienced advisors offers tailored investment strategies, financial planning, and comprehensive wealth management solutions. Clients can expect a high level of expertise, discretion, and personalized service to help them achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Andres Mesa
Merrill Lynch Financial Advisor Andres Mesa, located at 701 Brickell Avenue in Miami, Florida, offers a wide array of financial and investment services tailored to meet your specific needs. With over 24 years of experience in investment management, Andres provides wealth management and investment planning services to help clients simplify their financial lives and achieve their various goals, including estate planning, tax minimization, wealth transfer, and retirement income strategies. Andres holds a Certified Private Wealth Advisor® designation and a Retirement Manager Advisor® designation from the Investments & Wealth Institute™ (The Institute), and has completed executive studies at the University Of Chicago Booth School Of Management. He believes in building strong relationships with clients based on communication, collaboration, trust, and knowledge, and focuses on providing exceptional care and service. As a Merrill advisor, Andres offers personalized financial strategies that evolve with your changing goals and priorities, ensuring that you stay on track to achieve what matters most to you. With access to the investment insights of Merrill and the lending capabilities of Bank of America, he can help you address virtually every financial challenge you may face. Let Andres Mesa help you navigate the complexities of your financial life and build a customized investment approach to pursue your goals.
Financial Advisors Miami
Financial Advisors Miami is located at 1300 Collins Avenue, Miami Beach, Florida, United States. As a finance institution, we believe that you deserve to receive the financial advice you need without any compromise. Our team offers simple and easy financial service advice, no obligation consultations, and clear explanations and offers. Don't settle for companies that over-complicate things or tie up your assets inappropriately. Our financial advisors are here to guide you on the right path, recommending investments that are suitable for your budget and lifestyle. We provide customized service and preparation, guaranteeing our work and results.
Amida Wealth Advisors
Amida Wealth Advisors is a finance institution located at 218 Northwest 24th Street, Miami, Florida, United States. Our mission is to Transform YOUR VISION OF WEALTH® by helping you pursue financial independence while living the life you desire. We offer personalized strategies to help you achieve your goals, whether you are focusing on sustainability, technology integration, or alternative financial models. Our team of experts can assist you with financial planning, business management, and achieving financial freedom. We specialize in serving financially affluent clients with diverse needs and aspirations. Let us journey with you through the 7 key areas of financial planning to help you realize your true wealth and plan for the future. Our focus is on the fivefold elements of wealth: health, career, finances, relationships, and personal growth. We provide guidance and direction to steer you towards your desired destination. Additionally, we offer a Personal Info Organizer to help you manage your wealth-being by gathering all your important information in one place for emergencies.
Provenance Wealth Advisors
Provenance Wealth Advisors is a finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and provide you with financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. With a coordinated investment plan tailored to your goals, they help you achieve financial success. They also offer retirement planning with education and hands-on management to ensure a successful future. Provenance Wealth Advisors takes an entrepreneurial approach to solving their clients' financial problems, building deep relationships based on trust and providing a path to their goals. Their professionals offer a comprehensive approach to estate, financial, business, and investment planning, helping clients navigate complex financial environments. Securities are offered through PWA Securities, LLC, and Investment Advisory Services through Provenance Wealth Advisors, LLC, both registered entities with Raymond James & Associates, Inc. Contact their Fort Lauderdale office at 954-712-8888 for more information.
Amy Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Amy Burgess is a Financial Advisor at Ameriprise Financial Services, LLC located at 9350 South Dixie Highway in Miami, Florida, United States. Amy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is dedicated to providing comprehensive financial advice to individuals and small business owners. Amy's qualifications and commitment to her clients make her a trusted partner in navigating the complexities of financial planning and investment management.
Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC
Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC, located at 7700 North Kendall Drive in Miami, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Javier Quinones is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. 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, Javier Quinones has the knowledge and expertise to help you reach your financial goals. Contact Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC today for personalized financial planning services tailored to your unique needs.
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
Jack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 9150 South Dadeland Boulevard, Miami, Florida, United States. Jack R Rearden holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Jack R Rearden specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jack R Rearden is dedicated to helping clients achieve their financial goals.
Ferencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC
Ferencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a wide range of financial services and is staffed by professionals with various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors at Ferencz Horvath have the knowledge and expertise to provide top-tier financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with asset management, estate planning, retirement planning, or investment strategies, the team at Ferencz Horvath is equipped to help. Additionally, the institution offers specialized services such as Certified Divorce Financial Analysis and Certified Military Financial Advisor to cater to specific client needs. With a focus on ethics, professionalism, and continuous education, Ferencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing comprehensive and personalized financial solutions to its clients.
Jeffrey Blum - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Blum, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Jeffrey Blum has the expertise to provide tailored financial solutions for clients. From asset management to retirement planning, estate planning to risk management, Jeffrey Blum is dedicated to helping clients achieve their financial goals. With additional certifications in behavioral finance, philanthropy, annuities, and more, clients can trust in Jeffrey Blum's knowledge and commitment to providing top-quality financial advice. Whether you are planning for retirement, going through a divorce, or looking to maximize the value of your business, Jeffrey Blum is here to help. Contact Jeffrey Blum today for expert financial guidance and personalized service.
Francisco Hernando - Financial Advisor, Ameriprise Financial Services, LLC
Francisco Hernando - Financial Advisor at Ameriprise Financial Services, LLC, located at 9130 South Dadeland Boulevard in Miami, Florida, offers a wide range of financial services to individuals and small business owners. The institution provides expert advice and guidance on asset management, investment strategies, estate planning, retirement planning, and insurance products. The team at Francisco Hernando - Financial Advisor consists of professionals with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their expertise and commitment to providing high-quality financial services to clients.
Roger Oprandi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger Oprandi is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, United States. Roger Oprandi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Financial Planner™, Roger Oprandi upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice, he is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or individual in need of comprehensive financial planning, Roger Oprandi is committed to providing tailored solutions to meet your needs. Contact him today to start planning for your financial future.
Samantha Maysonet - Financial Advisor, Ameriprise Financial Services, LLC
Samantha Maysonet is a financial advisor at Ameriprise Financial Services, LLC located at 9130 South Dadeland Boulevard in Miami, Florida, United States. Samantha 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 Samantha's expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Samantha is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on helping them achieve their financial goals and secure their financial future.
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 9130 South Dadeland Boulevard, Miami, Florida, United States. Miguel Horvath holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers specialized services for domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Miguel Horvath is committed to providing expert advice and guidance to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Steven C Adessi
Merrill Lynch Financial Advisor Steven C Adessi, located at 8840 Southwest 136th Street, Miami, Florida, United States, is a finance institution dedicated to building and maintaining strong relationships with clients. With a team of knowledgeable and experienced advisors, they are committed to helping individuals and families make important financial decisions. Recognized by Forbes and Financial Times for their exemplary client service, the team at Merrill Lynch Wealth Management is supported by the global resources of Merrill. They focus on personalized service, tailored to each client's unique goals and priorities. By understanding each client's situation and priorities, they provide a personalized financial plan rooted in the complexities of their life. They offer a range of services, including personalized investment strategies and comprehensive financial solutions. With the goal of helping clients achieve what's most important to them, Merrill Lynch Financial Advisor Steven C Adessi is dedicated to putting clients first and helping them navigate the complexities of their financial lives.
debra b. freedman personal financial planning
Debra B. Freedman Personal Financial Planning is a reputable financial planning institution located at 8701 Southwest 79th Place in Miami, Florida, United States. With a focus on personalized and comprehensive financial services, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. We provide expert guidance on investments, retirement planning, estate planning, and more, tailored to meet each client's unique needs and objectives. Trust Debra B. Freedman Personal Financial Planning to provide you with the guidance and support you need to secure your financial future.
Eric Beira-Casanova - TD Wealth Financial Advisor
Eric Beira-Casanova - TD Wealth Financial Advisor is a trusted financial institution located at 12620 Biscayne Boulevard in North Miami, Florida, United States. As a dedicated financial advisor, Eric Beira-Casanova provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, investment strategies, and more, Eric Beira-Casanova is committed to helping individuals and families secure their financial future. Contact Eric Beira-Casanova - TD Wealth Financial Advisor today to schedule a consultation and start planning for a brighter financial tomorrow.
Luis Novo - TD Wealth Financial Advisor
Luis Novo - TD Wealth Financial Advisor is a reputable financial institution located at 1500 Northeast Miami Gardens Drive in North Miami, Florida, United States. As a trusted advisor, Luis Novo offers personalized financial planning services to help clients achieve their monetary goals. With a focus on wealth management and investment strategies, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Luis Novo is dedicated to providing tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Independent Financial Planning
Independent 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.
Merrill Lynch Financial Advisor Douglas I Schwartz
Merrill Lynch Financial Advisor Douglas I Schwartz is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. As your Merrill advisor, Douglas I. Schwartz, CFP®, CAIA®, CPFA, focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With a background in law and finance, Douglas is a Senior Vice President and Wealth Management Advisor who can provide traditional advice as well as personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is dedicated to helping both business owners and individuals identify their investment goals, create appropriate strategies, and implement them with a core and satellite discipline approach. Douglas has earned multiple certifications and has a strong educational background, including a Master of Business Administration from Cornell University and a Juris Doctor from Tulane University School of Law. He is committed to helping clients achieve their financial goals by understanding their investment personality and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Douglas can develop a customized financial approach that reflects your goals and values.
Greenfield Financial of Gardens Wealth Management Wells Fargo Advisors Financial Network
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.
Bank of America Private Client Advisor Jose Pujol
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.
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