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TOP 30 Estate planning consultation in Plantation, FL
32 results found
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Elder Needs Law, PLLC - Medicaid, Estate Planning & Probate Law Firm
Elder Needs Law, PLLC is a Medicaid, Estate Planning & Probate Law Firm located at 8551 West Sunrise Boulevard, Plantation, Florida, United States. Our team of experienced lawyers specializes in helping seniors and their families navigate complex legal issues related to long-term care planning, Medicaid eligibility, estate planning, and probate. We are dedicated to providing compassionate and personalized legal services to ensure our clients' needs are met and their assets are protected. Contact us today to schedule a consultation and discuss how we can assist you with your elder law needs.
Rupert Brown - State Farm Insurance Agent
Rupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
Jason R. Mosley, LLM
Jason R. Mosley, LLM is an institution located at 6706 Plantation Road in Pensacola, Florida, United States. Specializing in accounting, finance, and legal services, Mosley Estate Law PA helps individuals and businesses plan ahead for their wealth and estate. Attorney Jason R. Mosley is dedicated to providing personalized and effective solutions tailored to each client's unique needs. From creating long-term plans for asset protection to navigating the probate system, Mosley Estate Law PA offers experienced legal guidance to ensure a secure financial future. Whether you are managing your own finances or planning for your heirs, Attorney Mosley is equipped to handle a wide range of business, tax, and estate planning matters. Schedule a consultation today to start building value and security for your assets with the help of Mosley Estate Law PA.
Andrea L. Jakob, PA
Andrea L. Jakob, PA is a law firm located at 12401 Orange Drive in Davie, Florida, United States. Specializing in estate planning, wills, trusts, and probate, the team at Andrea L. Jakob, PA offers a personalized approach to help clients craft their plan and leave a legacy. With a focus on organization and planning, Andrea Jakob and her team ensure that families are prepared to handle life's uncertainties and find comfort in difficult times. If you are unable to reach the office by phone, immediate assistance can be obtained by emailing info@jakoblegal.com. The firm's streamlined process allows clients to spend less time in the lawyer's office and more time living their lives. Offering services in estate planning, wills, trusts, probate, elder law, and asset protection, Andrea L. Jakob, PA prioritizes peace of mind and aims to build lasting relationships based on trust and exceptional service.
Greenberg Law
Greenberg Law, located at 400 North Pine Island Road in Plantation, Florida, is a reputable law firm specializing in family law, estate planning, and civil litigation. Led by Joel E. Greenberg, a seasoned attorney with over 25 years of experience, the firm offers tailored legal strategies to help clients navigate through various legal matters. Whether you are facing divorce, child custody disputes, or need assistance with estate planning, Greenberg Law is here to help. Joel E. Greenberg is well-versed in Florida law and can provide expert guidance in breach of contract cases, estate planning, and other related practice areas.
Mark P Bockstein Attorney At Law
Mark P. Bockstein Attorney At Law is a reputable law firm located at 1776 North Pine Island Road in Plantation, Florida. Specializing in various legal matters, Mark P. Bockstein and his team provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, this institution is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Mark P. Bockstein Attorney At Law is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Daly & Barber, P.A.
Daly & Barber, P.A. is a reputable law firm located at 1380 North University Drive in Plantation, Florida. Specializing in various areas of law, their team of experienced attorneys is dedicated to providing top-notch legal services to clients throughout the United States. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Daly & Barber, P.A. is committed to representing your best interests and achieving successful outcomes for your legal needs. Contact them today for a consultation.
Breit Law
Breit Law is a reputable law firm located at 8551 West Sunrise Boulevard in Plantation, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in the United States. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Breit Law is here to help. Our knowledgeable attorneys strive to achieve the best possible outcomes for our clients, offering personalized attention and expert guidance every step of the way. Contact Breit Law today for a consultation and let us advocate for your rights and interests.
The Law Offices of Gail M. Fisher
The Law Offices of Gail M. Fisher, located at 8551 West Sunrise Boulevard in Plantation, Florida, is a reputable law firm specializing in various legal matters. With a team of experienced lawyers led by Gail M. Fisher, the firm provides expert legal representation and guidance to clients in need of legal assistance. From personal injury cases to family law matters, The Law Offices of Gail M. Fisher is dedicated to serving the community with professionalism and integrity. Contact them today for a consultation to discuss your legal needs.
Bobby Joe Howell
Bobby Joe Howell is a reputable law firm located at 8551 West Sunrise Boulevard in Plantation, Florida. Specializing in various areas of law, the team at Bobby Joe Howell is dedicated to providing top-notch legal services to clients in need. With a focus on personalized attention and expert guidance, the lawyers at this institution work tirelessly to achieve the best possible outcomes for their clients. Whether you are facing a criminal charge, dealing with a family law matter, or need assistance with estate planning, Bobby Joe Howell is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Susan R. Brown PA
Susan R. Brown PA is a reputable law firm located at 2 South University Drive in Plantation, Florida. Specializing in various legal services, Susan R. Brown PA offers expert legal advice and representation in a wide range of practice areas. With a strong commitment to providing personalized attention and dedicated advocacy for each client, the firm is known for its professionalism and integrity. Whether you are seeking assistance with family law matters, estate planning, or business transactions, Susan R. Brown PA is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Christina Kalin Law Office
Christina Kalin Law Office is a reputable legal institution located at 7301 Northwest 4th Street in Plantation, Florida, United States. Specializing in various areas of law, including family law, personal injury, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Northstar Financial Planners
Northstar Financial Planners is a leading finance institution located at 1250 South Pine Island Road in Plantation, Florida, United States. With a team of experienced financial experts, Northstar Financial Planners offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Whether you are looking to grow your assets or plan for the future, Northstar Financial Planners is committed to helping you achieve your financial goals. Visit us today to learn more about how we can help secure your financial future.
Legacy Wealth Management
Legacy Wealth Management is a leading financial institution located at 1250 South Pine Island Road in Plantation, Florida. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized wealth management strategies, we offer a range of services including investment management, retirement planning, estate planning, and more. Trust Legacy Wealth Management to provide you with the guidance and support you need to build and preserve your wealth for generations to come.
Financial 1 Tax Services
Financial 1 Tax Services is a comprehensive financial institution located at 150 South Pine Island Road in Plantation, Florida. Specializing in accounting, finance, legal services, and real estate, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, legal advice, or real estate transactions, our experienced professionals are here to assist you every step of the way. Trust Financial 1 Tax Services to handle all of your financial needs with precision and care.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 600 North Pine Island Road in Plantation, Florida, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors 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. Our advisors go beyond traditional wealth planning, offering guidance on retirement income planning, concentrated stock positions, and estate planning services. We are committed to client service and satisfaction, working closely with clients to understand their current financial situation and long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we operate, helping to create vibrant and healthy neighborhoods.
Frisch Law Firm
Frisch Law Firm is a reputable law firm located at 8151 Peters Road in Plantation, Florida, United States. Specializing in providing expert legal services, the firm is dedicated to helping clients navigate through a variety of legal issues. With a team of experienced lawyers, Frisch Law Firm is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Frisch Law Firm is here to provide top-notch legal support. Contact them today to schedule a consultation and learn how they can help you.
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 10050 Northwest 1st Court, Plantation, Florida, United States. The team at Thomas Harbour specializes in providing personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. They offer a range of certifications and designations, 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 ensure that the advisors at Thomas Harbour have the expertise and knowledge to help clients make informed financial decisions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Thomas Harbour is committed to providing you with comprehensive and personalized financial solutions.
Abigail Linn - Financial Advisor, Ameriprise Financial Services, LLC
Abigail Linn, a Financial Advisor at Ameriprise Financial Services, LLC, located at 10050 Northwest 1st Court in Plantation, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. Abigail holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. She is also trained as a Certified Divorce Financial Analyst and Certified Estate Planner™, providing specialized services to clients going through major life transitions. With a commitment to ethical practices and ongoing education, Abigail is dedicated to helping clients make informed financial decisions and achieve their long-term goals.
Tobias Financial Advisors
Tobias Financial Advisors, located in Plantation, Florida, is a finance institution dedicated to getting to know each client personally. Our team of experienced financial advisors will review your current financial situation, goals, and concerns to develop a customized comprehensive financial strategy and investment portfolio. We offer services such as finding low-cost investments, budgeting for healthcare expenses, estate planning, and maximizing tax deductions. With over 40 years of experience, our investment advisor representatives hold the CERTIFIED FINANCIAL PLANNER™ designation and act as fiduciaries, putting your best interests first. As a fee-only investment manager, we are committed to providing unbiased financial advice and adhering to the best practices and guidelines of The Institute for the Fiduciary Standard.
Michael Taylor - Financial Advisor, Ameriprise Financial Services, LLC
Michael Taylor is a Financial Advisor at Ameriprise Financial Services, LLC located at 8201 Peters Road in Plantation, Florida, United States. Michael 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®, CFP®, 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 Michael's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing professional development, Michael is dedicated to providing high-quality financial advice to his clients.
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Wacks is a private wealth advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Edward Wacks specializes in providing financial services to individuals, retirees, small business owners, and high net worth clients. He holds multiple 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®. Edward Wacks is dedicated to providing expert financial advice and planning services to help clients achieve their financial goals.
Regina Collaro - Financial Advisor, Ameriprise Financial Services, LLC
Regina Collaro is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Regina holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. Additionally, Regina is knowledgeable in Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Fund Specialist services. With a focus on providing comprehensive financial planning solutions, Regina Collaro is dedicated to helping clients achieve their financial goals and secure their financial future."
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of financial services and is accredited with various certifications such as 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 ensure that the advisors at Richard B Bernstein are well-equipped to provide expert financial advice and services to their clients.
Merrill Lynch Financial Advisor Ralph M Byer
Merrill Lynch Financial Advisor Ralph M Byer is a finance institution located in Plantation, Florida, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The advisors at Merrill Lynch have been ranked in publications such as Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors". The institution offers a wide range of services including asset allocation, wealth management, retirement planning, estate coordination, and tax minimization strategies. The Byer Wealth Management Group specializes in assisting families, professional athletes, and corporations with wealth preservation and growth strategies. The team at Merrill Lynch focuses on understanding the goals and priorities of their clients to create a customized financial approach that reflects their unique needs. With access to the global resources of Merrill, clients can benefit from personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Ralph M Byer is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Andrea M Higgins
Merrill Lynch Financial Advisor Andrea M Higgins is a finance institution located in Plantation, Florida, United States. The institution is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. They offer a wide range of services including asset allocation, financial planning, wealth management, and more. The institution is supported by the global resources of Merrill and is committed to investing in their clients. The team at Merrill Lynch Wealth Management focuses on understanding the goals and priorities of each client, offering customized solutions based on risk tolerance, time horizon, and overall investment goals. They provide services such as financial guidance, estate coordination, retirement management, and tax minimization strategies. The team believes in the power of personalized financial approaches and works to help clients achieve their goals through ongoing support and guidance. Contact Merrill Lynch Financial Advisor Andrea M Higgins for a dedicated one-on-one relationship and personalized investment strategies.
Merrill Lynch Financial Advisor Tiffany Gallik
Merrill Lynch Financial Advisor Tiffany Gallik is a prestigious finance institution located in Plantation, Florida, United States. Tiffany Gallik is proud to be recognized by financial industry publications and Bank of America Corporation for exemplary client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The Byer Wealth Management Group, led by Tiffany Gallik, assists families, professional athletes, and corporations with wealth preservation and growth strategies, including legacy planning through a goals-based wealth management platform. The institution offers customized solutions based on risk tolerance, time horizon, liquidity, and overall investment goals to help clients achieve their financial goals. Through a comprehensive wealth management process, Merrill Lynch focuses on financial guidance, legacy implementation, estate coordination, retirement management, and tax minimization strategies. The team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By getting to know clients personally and understanding their goals, Merrill Lynch can create a financial approach that reflects their unique needs and priorities. Let Merrill Lynch Financial Advisor Tiffany Gallik help you achieve your financial goals with personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Merrill Lynch Financial Advisor Alfredo Aguirre
Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7520 Northwest 5th Street, Plantation, Florida, United States. The institution offers a range of certifications and designations for its 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®. This comprehensive list of certifications ensures that advisors are well-equipped to provide expert financial advice to individuals and businesses.
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