The 30 Best Estate planning solutions in Miami, Florida
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Prosper with Purpose Financial / Family First Life Miami
Prosper with Purpose Financial / Family First Life Miami is an insurance agency located at 2520 Northwest 97th Avenue in Doral, Florida. We are committed to helping our clients achieve financial security and peace of mind through personalized insurance solutions. Our dedicated team of professionals is focused on putting your family first, ensuring that you have the protection you need to thrive and prosper. Contact us today to learn more about how we can help you plan for a secure future.
First Class Real Estate, LLC
First Class Real Estate, LLC is a multifaceted institution located at 12944 West Dixie Highway, North Miami, Florida, United States. Specializing in accounting, finance, insurance agency, and real estate agency services, we are dedicated to providing our clients with an exceptional experience. With over 18 years of experience, we are committed to helping you achieve your goals in a timely and stress-free manner. At First Class Enterprises, we are known for our expertise in income tax services, with thousands of satisfied clients and hundreds of thousands of dollars in refunds. We are the go-to choice for many residents in South Florida for their tax needs. Additionally, we offer auto insurance services, allowing you to compare and purchase the right coverage for your budget and insurance requirements.
MassMutual Miami
MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.
TOSCANO SYSTEMS INB/BLUE HOUSE MIAMI
Toscano Systems Inc/Blue House Miami is a multi-faceted institution located at 7533 Bounty Avenue in Miami Beach, Florida. Specializing in accounting, finance, lodging, and real estate agency services, our team of experts is dedicated to providing top-notch financial and real estate solutions to our clients. Whether you are looking to manage your finances, find the perfect lodging option, or buy/sell real estate in the Miami area, Toscano Systems Inc/Blue House Miami is here to help. Our experienced staff is committed to delivering exceptional service and personalized solutions to meet your needs. Contact us today to learn more about how we can assist you with your financial and real estate goals.
ECS - Estate Cleanout Services
ECS - Estate Cleanout Services is a professional estate cleanout company located at 16477 Southwest 99th Street in Miami, Florida. We specialize in helping families and individuals with the daunting task of cleaning out and organizing estates. Our team is experienced, efficient, and dedicated to providing top-notch service to our clients. Whether you're dealing with a loved one's passing, downsizing, or just need to declutter, ECS is here to help. Contact us today for a free consultation and let us take the stress out of estate cleanouts.
Office Furniture Warehouse of Miami
Office Furniture Warehouse of Miami is a leading furniture store located at 3411 Northwest 72nd Avenue in Miami, Florida. Since 1990, we have been providing new and used office furniture to businesses in Miami. Our showroom boasts the largest inventory of office furniture in the state of Florida, including modern custom commercial office furniture, in-stock office furniture, and a wide selection of used and clearance furniture. We offer a variety of office cubicles, workstations, chairs, desks, conference tables, filing cabinets, and accessories from top brands like OFW, Global, Mayline, and more. Our experienced staff is dedicated to helping businesses in Miami grow by providing prompt delivery, expert installation, and ongoing support. We offer competitive pricing and will beat any legitimate price from a local store carrying the same stock item. Our showroom and warehouses in Miami are stocked with a large inventory of used office furniture, perfect for budget-conscious startups.
Sapphire Notary Solutions
Sapphire Notary Solutions is a reputable finance institution located at 11405 Booker T Washington Boulevard in Miami, Florida. We specialize in providing top-notch notary services for a wide range of financial transactions. Our experienced team is dedicated to ensuring that all documents are accurately notarized in accordance with state regulations. Trust Sapphire Notary Solutions for all your financial notary needs in Miami.
Exquisite Notary Solutions
Exquisite Notary Solutions is a finance institution located at 20401 Northwest 2nd Avenue in Miami, Florida. They offer notary services, as well as tax preparation and bookkeeping services. Serving the South Florida areas of Miami-Dade, Broward, and South Palm Beach Counties, Exquisite Notary Solutions is dedicated to providing professional and efficient financial services to their clients. Please note that they are not a law firm and cannot provide legal advice, representation, or advocacy.
OneNotary: Karhonda S. White - Miami Notary Public
OneNotary: Karhonda S. White - Miami Notary Public is a trusted institution located at 20401 Northwest 2nd Avenue in Miami, Florida. Specializing in finance-related notarial services, Karhonda White has over 18 years of experience in performing various notarial acts and loan signings. As a member of the National Notary Association (NNA) and having completed the NSA course through the NNA, clients can trust in the professionalism and expertise provided by OneNotary. Whether you need documents notarized or assistance with loan signings, Karhonda S. White is dedicated to providing efficient and reliable services to meet your needs.
Russian Miami Service
Russian Miami Service is a finance institution located at 1801 Northeast 123rd Street in North Miami, Florida. We specialize in providing a wide range of financial services to the Russian-speaking community in Miami, offering expert advice and personalized solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch customer service and creating a welcoming atmosphere for all clients. Whether you need assistance with banking, investments, or other financial matters, Russian Miami Service is here to help.
Adrian Lores - The Miami Tax Lawyer
Adrian Lores - The Miami Tax Lawyer is a premier institution located in Miami, Florida, specializing in accounting, finance, and legal services. With a focus on tax law, Adrian Lores and his team provide expert guidance and support to individuals and businesses in navigating complex tax issues. Located at 8785 Southwest 165th Avenue, Adrian Lores - The Miami Tax Lawyer is dedicated to providing top-notch service and personalized solutions to help clients achieve their financial goals. Trust the professionals at Adrian Lores - The Miami Tax Lawyer for all your tax and financial needs.
Bankruptcy Attorney in Miami | Offices of James Schwitalla, P.A.
The Bankruptcy Attorney in Miami, Offices of James Schwitalla, P.A., is a trusted institution located at 12954 Southwest 133rd Court, Miami, Florida. Specializing in finance and legal services, this firm is dedicated to helping individuals navigate the complexities of bankruptcy law with expert guidance and personalized support. With a strong reputation for professionalism and success, clients can trust in the expertise of the team at James Schwitalla, P.A. for all their bankruptcy needs.
Patrick Cordero - Abogado de Bancarrota, Miami
Patrick Cordero - Bankruptcy Lawyer, Miami, is a leading institution located at 7333 Coral Way, Miami, Florida, United States. Specializing in finance and law, we are known as the largest consumer bankruptcy filing firm in the state of Florida. Our team of over 50 members is dedicated to providing simple and direct answers to our clients who may be facing financial challenges. In addition to bankruptcy cases, we also handle real estate issues, foreclosure defense, loan modifications, family law matters, and more. Our goal is to help clients reach favorable outcomes and provide them with the support they need during difficult times.
Yahima Suarez, P.A. / Life Planning & Beyond
Yahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
5th Avenue Solutions
5th Avenue Solutions is a finance institution located at 5117 Castello Drive in Naples, Florida, United States. Our mission is to provide top-notch service to our clients through innovative modeling, cutting-edge marketing strategies, thorough financial analysis, post-transaction loan management, and portfolio assessments. Our services cater to a variety of needs, including business succession planning, estate equalization, future income planning, PPLI (Private Placement Life Insurance), COLI (Corporate Owned Life Insurance), and charitable giving. With locations in Naples, Asheville, Dallas, New York, Zurich, and Miami, we are committed to helping our clients achieve their financial goals with precision and expertise.
Trusted First Financial Solutions
Trusted First Financial Solutions is a finance institution located at 4308 Northwest 7th Avenue, Miami, Florida, United States. Specializing in credit repair and tax preparation services, our team of Financial Advisors has over 15 years of industry knowledge and expertise. We aim to educate our clients on financial literacy and provide sustainable wealth resources to help them build generational wealth and legacy. Our services include tax planning, financial accounting, management accounting, auditing, cost containment, and auditing services. Whether you're looking to purchase a home, buy a vehicle, refinance existing loans, or improve your credit score, Trusted First Financial Solutions is here to help. Contact us for a FREE consultation and let us assist you in achieving your financial goals.
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.
Elite Tax & Financial Solutions.
Elite Tax & Financial Solutions is a leading institution located at 12159 Southwest 132nd Court in Miami, Florida, United States. Specializing in accounting and finance, our organization is dedicated to helping businesses achieve success through expert financial services and products tailored to their specific needs. Our team of tax preparers is fully registered with the IRS and has undergone thorough background checks to ensure the utmost confidentiality and security for our clients. In addition to our in-person services, we offer convenient video conferences with professionals for tax preparation, using platforms such as Facetime, WhatsApp, Facebook, Skype, and more. Our clients rave about the excellent service they receive, with many praising our knowledgeable and ethical staff members like Steven Arenas.
Miami Realty Law Group, PLLC
Miami Realty Law Group, PLLC is a distinguished institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. We pride ourselves on collaborating with South Florida's most effective organizations to provide seamless and cost-effective legal solutions for our clients. At Miami Realty Law Group, we believe in building personal connections with each client and guiding them through every step of their legal process. Licensed in the Sunshine State, our firm serves clients not only in South Florida but throughout the entire state of Florida.
Creative Tax Solutions Inc
Creative Tax Solutions Inc is a leading accounting and finance institution located at 939 Southwest 87th Avenue in Miami, Florida. With a team of experienced professionals, we specialize in providing innovative tax solutions to individuals and businesses. Our services range from tax preparation and planning to financial consulting and audit support. Trust Creative Tax Solutions Inc to help you navigate the complex world of taxes and finances with creativity and expertise.
Coastal Wealth - Miami
Coastal Wealth in Miami, located at 2 South Biscayne Boulevard, is a leading financial solutions firm known for its innovation, collaboration, and trustworthiness. With a focus on integrity, transparency, and ethical conduct, Coastal Wealth offers a wide range of services including tailored financial plans, investment strategies, and tax planning. Their dedicated team of experts is committed to guiding clients through personalized financial journeys aligned with their aspirations. Coastal Wealth is also actively involved in supporting local charitable and civic organizations, making a positive impact on the community. With a mission to become the most innovative, collaborative, and trusted financial solution firm in the nation, Coastal Wealth upholds the highest standards of excellence, transparency, and integrity in all that they do.
Elder Solutions Law Firm
Elder Solutions Law Firm is a trusted legal institution located at 1835 Northeast Miami Gardens Drive in Miami, Florida. Our dedicated team of attorneys specializes in providing legal services tailored to the unique needs of elderly clients. From estate planning and asset protection to long-term care planning and elder abuse cases, we are committed to helping seniors navigate the complex legal issues that often come with aging. With compassion, experience, and expertise, Elder Solutions Law Firm is here to advocate for the rights and well-being of our elderly community members.
Gables Financial Partners Miami
Gables Financial Partners Miami is a finance institution located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. Our team of experienced financial professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experts are here to help. With a focus on building long-term relationships based on trust and integrity, Gables Financial Partners Miami is committed to helping you achieve your financial goals. Visit us today to see how we can assist you in securing your financial future.
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.
UBS Miami International - UBS Financial Services Inc.
UBS Miami International - UBS Financial Services Inc. is a prominent finance institution located at 100 Southeast 2nd Street in the vibrant city of Miami, Florida, United States. With a strong presence in the financial services industry, UBS Miami International offers a wide range of investment and wealth management services to its clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, UBS Miami International is committed to helping you navigate the complexities of the financial world.
Calamos Wealth Management - Miami
Calamos Wealth Management in Miami is a premier financial institution located at 220 Alhambra Circle in Coral Gables, Florida. As a leading provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the best possible financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Calamos Wealth Management in Miami is here to help. Contact us today to schedule a consultation and learn more about how we can assist you in achieving your financial objectives.
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.
Florida Property Tax Solutions, LLC
Florida Property Tax Solutions, LLC is a finance and real estate agency located at 25 Southeast 2nd Avenue in Miami, Florida, United States. The institution specializes in helping property owners contest their property tax assessments. The filing deadline to contest the 2023 assessments has passed, but the Value Adjustment Boards for each county will soon begin scheduling hearings. Using nationally recognized assessment methods, county Property Appraisers assess all real property as of January 1 each year. However, Computer Assisted Mass Appraisal techniques can sometimes lead to inaccurate market values and higher property taxes. If you believe your property is over assessed, Florida Property Tax Solutions can review your assessment for a potential appeal. Simply submit your information through the provided link on their website.
Taxleaf North Miami Beach
Taxleaf North Miami Beach is a reputable accounting and finance institution located at 14334 Biscayne Boulevard in North Miami Beach, Florida. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses in the area. With a commitment to accuracy and personalized attention, we strive to help our clients achieve their financial goals and maximize their returns. Trust Taxleaf North Miami Beach for all your accounting and finance needs.
Gennadiy Arnautov CPA - Tax, Accounting and Business Advisory Miami
Gennadiy Arnautov CPA in Miami, Florida offers expert tax, accounting, and business advisory services to both businesses and individuals. Our Ukrainian-speaking tax consultant provides affordable accounting and payroll services to help keep your finances in order and your business running smoothly. We work diligently to ensure that you receive every deduction and credit you deserve, while also helping you stay compliant with IRS and FATCA requirements. Our proven strategies will help your business stay profitable and on track for success. Whether you are incorporating a new business, managing assets outside of the US, or need specialized accounting services for industries such as transportation, construction, real estate, healthcare, or professional services, we have the expertise to assist you. We also provide tailored accounting solutions for businesses in the hospitality and wellness industries.
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