- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Estate planning for high net worth individuals in Miami, FL
20 results found
Search for local businesses, places and services near you
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.
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.
Miami, FL Private Wealth Management - UBS Financial Services Inc.
Miami, FL Private Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 100 Southeast 2nd Street in the vibrant city of Miami, Florida. With a focus on providing tailored wealth management solutions for high-net-worth individuals, UBS Financial Services Inc. offers a wide range of financial services including investment management, estate planning, retirement planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Miami, FL Private Wealth Management - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice to meet your needs.
Barry A. Nelson - Law Offices of Nelson & Nelson PA
Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.
Cassandra S. Nelson - Nelson & Nelson PA
Located at 2775 Northeast 163rd Street in North Miami Beach, Florida, Cassandra S. Nelson - Nelson & Nelson PA is a trusted institution specializing in estate planning and asset protection legal services for high net worth and private wealth clients. Led by Barry A. Nelson and Jennifer E. Okcular, the attorneys at Nelson & Nelson bring decades of experience and insight to help clients plan for the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. offers personalized, practical, and creative legal advice tailored to each client's unique family situation. Whether clients are businesses, individuals, families, LGBTQ or same-sex couples, or families with special needs children, the attorneys at Nelson & Nelson provide comprehensive estate planning, tax planning, and asset protection planning services to help reduce taxes, maximize economic security, and minimize risk.
Jennifer E. Okcular - Law Offices of Nelson & Nelson PA
Jennifer E. Okcular - Law Offices of Nelson & Nelson PA, located at 2775 Northeast 163rd Street in North Miami Beach, Florida, is a prestigious law firm specializing in estate planning and asset protection for high net worth individuals and private wealth clients. Led by Barry A. Nelson and Jennifer E. Okcular, the attorneys at Nelson & Nelson bring decades of experience and expertise to help clients plan for the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. offers personalized, practical, and creative legal advice tailored to each client's unique family situation. Whether clients are businesses, individuals, families, LGBTQ couples, or families with special needs children, the firm provides comprehensive estate planning, tax planning, and asset protection services to help clients reduce taxes, maximize economic security, and minimize risk.
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.
America's Advisory Group
America'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.
The Sawyer Group - Morgan Stanley
The Sawyer Group - Morgan Stanley is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence in financial services, The Sawyer Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals provides personalized advice and tailored strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your assets, plan for retirement, or manage your portfolio, The Sawyer Group - Morgan Stanley is dedicated to providing top-notch service and expertise.
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.
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.
Ana B. Garcia, CPA, MSA, CTP
Ana B. Garcia, CPA, MSA, CTP is a renowned accounting and finance institution located at 3801 Southwest 117th Avenue in Miami, Florida, United States. Specializing in proactive tax planning for real estate investors and high net worth individuals, Ana B. Garcia CPA offers expert services to help businesses increase their net worth by implementing effective tax reduction strategies. With over 17 years of accounting experience, Ana B. Garcia is a Certified Public Accountant, Certified Internal Auditor, and Certified Tax Planner with a wealth of knowledge in the industries of real estate and construction in both the United States and Canada. As a real estate investor herself, Ana B. Garcia is dedicated to helping clients achieve maximum savings using proven IRS strategies. Clients can fill out a webform to schedule an Intro Call where they will receive personalized findings and recommendations, along with an investment amount. Monthly all-inclusive tax planning packages start at $900 per month, ensuring ongoing support and assistance in tax planning.
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.
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.
James Carey - UBS Financial Services Inc.
James Carey - UBS Financial Services Inc. is a reputable financial institution located at 100 Southeast 2nd Street in Miami, Florida, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals, James Carey - UBS Financial Services Inc. provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, this institution is dedicated to providing top-notch service and guidance.
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.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
Merrill Lynch Financial Advisor Corey B. Daniels
Merrill Lynch Financial Advisor Corey B. Daniels, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Corey can create a flexible strategy tailored to today's market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, Corey is committed to helping you pursue your goals through personalized wealth management strategies. Corey Daniels follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations. By focusing on what matters most to you - whether it's transferring wealth, planning for retirement, or funding a child's education - Corey works to develop a financial approach that aligns with your values and priorities.
Quilca CPA Group
Quilca CPA Group, located at 10800 Biscayne Boulevard in Miami, Florida, is a leading accounting and finance institution dedicated to helping companies make better financial decisions. With a focus on building strategies for business success, Quilca CPA Group offers a range of services including tax planning, bookkeeping, sales tax compliance, and international tax planning. Their team of qualified professionals is committed to providing high-quality, industry-specific services that exceed client expectations. With a passion for learning and staying up-to-date on the latest tax laws, Quilca CPA Group can help businesses and individuals navigate complex financial matters with ease. Whether you're a start-up, small business, real estate investor, or high net worth individual, Quilca CPA Group is here to provide you with the personalized financial guidance you need to achieve your goals. Contact them today for a free consultation and see how they can help you grow and succeed.
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos