TOP 10 Estate planning in Boca Raton, FL
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Team Hewins, LLC
Team Hewins, LLC is an accounting and finance institution located at 2255 Glades Road in Boca Raton, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to investment management, Team Hewins, LLC is dedicated to helping their clients achieve their financial goals. Their personalized approach and commitment to excellence set them apart in the industry. Whether you are looking for assistance with budgeting, retirement planning, or estate management, Team Hewins, LLC is here to help you navigate the complexities of the financial world.
Ted Bernstein - Life Cycle Planners
Ted Bernstein - Life Cycle Planners is a finance institution located at 2424 North Federal Highway in Boca Raton, Florida, United States. Specializing in life cycle planning, this institution offers a range of financial services to help individuals and families navigate the various stages of life. From retirement planning to estate planning, the team at Ted Bernstein - Life Cycle Planners is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, this institution is committed to providing expert guidance and support every step of the way.
Steven R. Bell, CFP
Steven R. Bell, CFP is a renowned financial institution located at 225 Northeast Mizner Boulevard in Boca Raton, Florida, United States. With a team of highly qualified professionals led by Certified Financial Planner Steven R. Bell, the institution offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Clients can expect personalized and expert advice to help them achieve their financial goals.
Paramount Wealth Partners - UBS Financial Services Inc.
Paramount Wealth Partners - UBS Financial Services Inc. is a renowned finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth preservation. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Paramount Wealth Partners - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals.
Weinberg & Company
Located at 6100 Glades Road in Boca Raton, Florida, Weinberg & Company is a reputable accounting and finance institution with over 36 years of experience serving clients worldwide. Specializing in bookkeeping, accounting, tax, and estate planning services, our knowledgeable team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on trust management, estate planning, and asset acquisition, we provide top-notch tax preparation and planning services to clients in West Palm Beach and surrounding areas. Our professional and responsive team is committed to providing exceptional service, with many satisfied clients praising our willingness to listen, discuss solutions, and explain complex tax codes in layman's terms. Whether you're starting a new business or need assistance with tax matters, Weinberg & Company is here to guide you every step of the way. Contact us for a free initial consultation and let us help you navigate your financial journey.
Your Financial Wizard - Harvey I. Bezozi, CPA, P.A.
Your Financial Wizard - Harvey I. Bezozi, CPA, P.A. is a renowned institution located at 2255 Glades Road in Boca Raton, Florida, United States. Specializing in accounting and finance, Harvey I. Bezozi is a CPA, CFP®, IRS Tax Wizard, Forensic CFO Watchdog, and Financial Strategist. With exceptional negotiation skills and technical expertise, Harvey is known for solving the most stressful and complex tax problems. Offering a full suite of trust & estate planning services including wills, trusts, creditor/asset protection, and more, Harvey I. Bezozi, CPA, CFP® is dedicated to providing exceptional business and financial strategies. With a background working for prestigious accounting firms and a focus on becoming a tax expert, Harvey has become one of the best in the country at resolving client tax problems.
Marcus Blake - Morgan Stanley
Marcus Blake - Morgan Stanley is a finance institution located at 595 Federal Highway in Boca Raton, Florida, United States. With a strong reputation for providing top-notch financial services, Marcus Blake - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and guidance to help individuals and businesses make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Marcus Blake - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and ease.
Janus, Curran, Finkelson-Reece, PLLC Certified Public Accountants
Janus, Curran, Finkelson-Reece, PLLC Certified Public Accountants is a leading accounting and finance institution located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida, United States. Our team of experts specializes in budget-friendly tax planning and preparation, estate planning, bookkeeping, personal or family budgeting, education, and general financial advice. From financial analysis to cash flow projections, forecasting, and business valuation, we have extensive experience in helping companies achieve their goals and develop effective business strategies. We handle a wide range of tax management projects, including filing corporate and partnership income tax returns, individual income tax returns, gift tax returns, estate and trust tax returns, non-profit tax returns, rentals and real estate tax matters, and more.
Berkowitz Pollack Brant Advisors + CPAs
Berkowitz Pollack Brant Advisors CPAs is a leading accounting and finance institution located at 5100 Town Center Circle in Boca Raton, Florida, United States. With a team of skilled advisors who specialize in various niche practice areas, we help business owners and management seize opportunities within the complex tax code. Our focus is on assisting business owners and serial entrepreneurs in making informed decisions for both the present and the future. We provide comprehensive income, estate, and tax planning services for taxpayers with intricate business and family situations. Additionally, we offer expertise in optimizing business processes and functions to enhance operations and drive cost savings. Our diverse client base includes businesses of all sizes, from start-ups to established national and international entities in industries such as real estate, healthcare, not-for-profit, and closely held businesses. Visit us at 200 S. Biscayne Boulevard Seventh and Eighth Floors in Miami, Florida 33131-5351 to learn more about how our team can help your business thrive.
Weinstock, Lovegrove & Reeg
Weinstock, Lovegrove & Reeg is a prestigious law firm located at 6111 Broken Sound Parkway Northwest in Boca Raton, Florida. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including business law, real estate law, estate planning, and litigation. Their dedication to client satisfaction and their commitment to excellence have earned them a reputation as one of the leading law firms in the area. Whether you are in need of legal advice for your business or personal matters, Weinstock, Lovegrove & Reeg is the firm you can trust to provide expert guidance and representation.
Professional Trust Accounting
Professional Trust Accounting is a reputable institution located at 4800 North Federal Highway in Boca Raton, Florida, United States. Specializing in accounting and finance services, Professional Trust Accounting is known for its trustworthy and reliable financial management solutions. With a team of experienced professionals, the institution offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with trust accounting, estate planning, or investment management, Professional Trust Accounting is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Gary G Smith Accountant Inc
Gary G Smith Accountant Inc is an accounting and finance institution located at 500 Northeast Spanish River Boulevard in Boca Raton, Florida, United States. With over 25 years of professional experience in tax preparation for individuals, small businesses, estates, and trusts, we are prepared to assist our clients in real estate sales, purchases, management, and the preparation of loan documentation. Our knowledgeable staff is well-versed in bookkeeping and accounting systems for small businesses, individuals, estates, and trust administration. No task is too small or too large for us to handle. Let our trained professionals guide you through all your accounting needs. We provide professional accounting services for individuals and small businesses, proudly serving the sunny state of Florida since 1980!
Weinstein Zugman, LLC
Weinstein Zugman, LLC is a prestigious accounting, finance, and legal firm located at 777 West Yamato Road in Boca Raton, Florida, United States. With a team of highly skilled professionals, they provide expert services in financial planning, tax preparation, legal consultation, and more. Whether you are an individual seeking personal financial advice or a business in need of comprehensive accounting solutions, Weinstein Zugman, LLC is dedicated to helping clients achieve their financial goals with integrity and excellence. Contact them today to see how they can assist you with your accounting, finance, or legal needs.
Accounting & Valuation LLC
Accounting & Valuation LLC is a finance institution located at 23123 Florida 7, Boca Raton, Florida, United States. Specializing in forensic accounting and business valuation, our firm is dedicated to providing credible solutions for our clients' most critical financial challenges. Whether it's navigating divorce proceedings, trust/estate matters, or planning for the future, our expertise consistently leads to effective dispute resolution. Our analyses are trusted by courts, opposing counsel, boards of directors, and government agencies. As a specialized firm focused solely on forensic accounting and business valuation, we bring a depth of expertise that sets us apart. We ask the right questions to uncover undisclosed assets and income sources, and we pay attention to the smallest details that can impact a case. Our transparent and communicative approach ensures that clients are informed every step of the way.
James, Surman & Goldberg, CPA
James, Surman & Goldberg, CPA is a leading accounting and finance institution located at 6751 North Federal Highway in Boca Raton, Florida, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial advice, James, Surman & Goldberg, CPA is the go-to firm for all your accounting and finance needs.
Troncone CPA
Troncone CPA is a leading accounting and finance institution located at 55 Northeast 5th Avenue in Boca Raton, Florida, United States. Our team of certified public accountants offers a wide range of services including tax preparation, financial planning, and consulting. With years of experience and expertise in the industry, we are dedicated to providing our clients with professional and personalized financial solutions. Whether you are an individual or a business, Troncone CPA is committed to helping you achieve your financial goals. Contact us today to schedule a consultation.
Mizner Court Apartments
Mizner Court Apartments is a premier real estate agency located at 6503 North Military Trail in beautiful Boca Raton, Florida. Our luxurious apartments offer top-of-the-line amenities and spacious floor plans, perfect for those seeking a high-end living experience. With a prime location in the heart of Boca Raton, residents have easy access to shopping, dining, and entertainment options. Our friendly staff is dedicated to providing exceptional service and ensuring that every resident feels right at home. Experience the ultimate in luxury living at Mizner Court Apartments.
Bell at Broken Sound Apartments
Bell at Broken Sound Apartments is a premier real estate agency located in Boca Raton, Florida. Situated at 5500 Broken Sound Boulevard Northwest, this institution offers luxurious and modern apartments for rent. With top-notch amenities, spacious floor plans, and a convenient location, Bell at Broken Sound Apartments provides residents with a comfortable and upscale living experience. Whether you're looking for a one-bedroom apartment or a larger living space, this institution has something to offer for everyone. Experience the best of Boca Raton living at Bell at Broken Sound Apartments.
Savannah Place Apartments & Townhomes
Savannah Place Apartments & Townhomes is a premier real estate agency located at 22356 Calibre Court in Boca Raton, Florida. Our institution offers a variety of luxurious apartments and townhomes for rent in a beautiful and convenient location. With top-notch amenities, spacious floor plans, and a dedicated management team, Savannah Place is the perfect place to call home in the vibrant city of Boca Raton. Experience upscale living at its finest at Savannah Place Apartments & Townhomes.
Del Ola
Del Ola is a real estate agency located at 7801 North Federal Highway in Boca Raton, Florida, United States. This quiet and cozy oasis offers a serene living experience surrounded by lush landscapes and the gentle waves of northern Boca Raton. The apartments and townhomes for rent at Del Ola are designed to elevate your lifestyle effortlessly, with amenities such as an expansive poolside lounge, cutting-edge movie theater, and a bark park. Nestled along the northern coast of Boca Raton, residents can enjoy the beauty of nature while still being close to downtown conveniences. Whether you're enjoying a cup of coffee on your private balcony or watching the sunset with loved ones, life at Del Ola is truly picturesque. Visit us during our office hours to find the perfect floor plan to refresh your lifestyle.
FCI Residential
FCI Residential is a real estate agency located at 2199 Ponce de Leon in Coral Gables, Florida, United States. Whether you are seeking adventure or relaxation, Florida's best offerings are right at your doorstep when you choose to live in one of FCI Residential's apartments. With a variety of one, two, and three-bedroom options available in seven metropolitan areas, FCI Residential offers beautifully appointed apartment homes in prime locations within thriving neighborhoods. Our highly trained staff members provide the best maintenance and customer service, ensuring convenience as a lifestyle for our residents. FCI Residential aims to develop communities that enhance the living experience for residents while beautifying the surrounding neighborhoods. Each apartment home and amenity space is uniquely designed to create appealing architecture tailored to each community.
Private Key
Private Key is a premier concierge service company located at 1717 North Bayshore Drive in Miami, Florida. Specializing in car rentals, real estate, and travel services, we strive to make your tour or wedding planning experience stress-free and enjoyable. With 19 years of experience, Private Key has established a solid reputation for providing top-notch personal concierge services. Our guest relations managers are dedicated to meeting your preferences and budget constraints, ensuring that your needs are met with efficiency and professionalism.
Blue Sky Excursions
Blue Sky Excursions is a top-notch travel agency located in Boca Raton, Florida. Specializing in custom vacations, we work closely with our clients to plan and oversee their trips, ensuring a stress-free and VIP experience. Our affiliations with Travel Experts and Virtuoso allow us to offer added perks and insider access to some of the best destinations in the world. From Europe to South America, safaris to luxury cruises, we cater to a wide range of travel interests. Our founder, Suzanne Terry, is a seasoned luxury travel advisor with extensive global experience. With over 30 years in the industry, Suzanne's expertise and connections guarantee unforgettable luxury experiences for our clients.
Bennett Law PA
Bennett Law PA is a reputable law firm located at 7050 West Palmetto Park Road in Boca Raton, Florida. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at Bennett Law PA provide top-notch legal representation and guidance to clients in need. With a dedication to achieving the best possible outcomes for their clients, Bennett Law PA is committed to delivering personalized and professional legal services. Contact them today for expert legal assistance.
Unlimited Mortgage Lending, LLC
Unlimited Mortgage Lending, LLC is a finance institution located at 1825 Corporate Boulevard Northwest, Boca Raton, Florida, United States. Owner Christopher Pierce has over 20 years of experience in Florida real estate and is dedicated to helping clients achieve their dream of home ownership. As one of the best mortgage brokers in Florida, Unlimited Mortgage Lending offers personalized plans tailored to each individual borrower. They review and analyze all documents to increase chances of approval and work with clients throughout the loan process. With a commitment to privacy and compliance with COPPA regulations, Unlimited Mortgage Lending ensures the protection of personal information. Clients can expect top-notch customer service, expert advice, and assistance in finding the perfect loan for their dream home. Fill out an online application, estimate monthly payments, and request a list of properties in Florida with the help of Unlimited Mortgage Lending. Their mission is to help customers afford the home of their dreams and provide a seamless, educational experience in the home-buying process.
The Yeatter Group at Schooner Bay Realty
Welcome to The Yeatter Group at Schooner Bay Realty, your trusted real estate agency located in the heart of Cape Coral, Florida. Situated at 1210 Del Prado Boulevard South, we are proud to serve the vibrant community of Southwest Florida, offering personalized and comprehensive real estate services to meet all your home buying and financing needs. With a rich background in real estate and finance, our founder has been a dedicated loan officer in Florida since 2015. Starting as a loan officer assistant and equipped with an A.S. in Accounting from Florida Southwestern State College, she developed a passion for helping others navigate the complexities of home financing. Having lived in Southwest Florida for most of her life with her family, she deeply understands the local market and is committed to helping you make this beautiful area your home.
- Financial advisor
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- Tax consultant
- Tax preparation services
- Apartment rent
- Vacation house rentals
- Travel agency
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- Immigration lawyer
- estate planning in Cape Coral
- estate planning in Coral Gables
- estate planning in Delray Beach
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