TOP 30 Estate tax in Boca Raton, Florida
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Walser Law Firm
● ClosedWalser Law Firm is a reputable legal institution located at 4800 North Federal Highway in Boca Raton, Florida. Specializing in various areas of law, the firm is dedicated to providing high-quality legal services to clients in need of expert advice and representation. With a team of experienced and skilled lawyers, Walser Law Firm is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are facing a complex legal issue or seeking guidance on a specific matter, the professionals at Walser Law Firm are here to help you navigate the legal landscape with confidence and peace of mind.
4800 N Federal Hwy STE 108D, Boca Raton, FL 33431, United States -
Geller Law
● ClosedGeller Law is a reputable law firm located at 9858 Clint Moore Road in Boca Raton, Florida. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized attention to each client. From family law and estate planning to business litigation and real estate transactions, Geller Law is committed to delivering successful outcomes for our clients. With a strong presence in the Boca Raton area, our firm is known for our professionalism, integrity, and commitment to excellence. Contact us today to schedule a consultation and see how Geller Law can assist you with your legal needs.
9858 Clint Moore Rd Suite C-111-203, Boca Raton, FL 33496, United States -
Law Offices of Craig Donoff, P.A.
● ClosedThe Law Offices of Craig Donoff, P.A. is a trusted institution located at 6100 Glades Road in Boca Raton, Florida, United States. Specializing in estate planning, probate, trust administration, and tax planning, our experienced estate attorneys are here to help you plan for the future and ensure all legal guardianship requirements are met. With over four decades of serving the Boca Raton community, Craig Donoff, Esq. has left a legacy of compassionate and professional service that we continue to uphold. Schedule a free consultation with us today to get started on protecting your assets and securing your loved ones' future. Trust & Estate Administration, Guardianship, Real Estate - we have you covered at the Law Offices of Craig Donoff, P.A.
6100 Glades Rd #301, Boca Raton, FL 33434, United States -
Jonathan S. Root, PA
● ClosedJonathan S. Root, PA is a reputable law firm located at 2000 Glades Road in Boca Raton, Florida, United States. Specializing in various legal matters, their experienced team of lawyers provide expert representation and guidance to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a business dispute, Jonathan S. Root, PA is dedicated to advocating for your best interests and achieving favorable outcomes. With a commitment to excellence and a track record of success, this institution is a trusted choice for individuals seeking professional legal services in the Boca Raton area.
2000 Glades Rd, Boca Raton, FL 33431, United States -
Huth, Pratt & Milhauser, PLLC
● ClosedHuth, Pratt & Milhauser, PLLC is a prominent law firm located at 2500 North Military Trail in Boca Raton, Florida, United States. Specializing in various areas of law, including estate planning, elder law, and probate, the firm is dedicated to providing top-notch legal services to individuals and families in the Boca Raton area. With a team of experienced and knowledgeable attorneys, Huth, Pratt & Milhauser, PLLC is committed to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are in need of legal advice or representation, you can trust Huth, Pratt & Milhauser, PLLC to provide you with the expertise and support you need.
2500 N Military Trl # 460, Boca Raton, FL 33431, United States -
Law Office of Elise Gross, P.A.
● Closedthan 25 years, helping clients with estate planning, wills, trusts, probate, and estate tax planning. Located in Boca Raton, Florida, the Law Office of Elise Gross, P.A. focuses on building strong client relationships to ensure that each individual's wishes are carried out effectively. Elise Gross is a knowledgeable attorney who also assists families relocating to Florida with updating their estate plans to take advantage of state laws. With a background in both domestic and international asset protection, Elise Gross offers comprehensive estate planning services to protect clients' assets and provide peace of mind for future generations. Whether you need assistance with drafting a will, setting up a trust, or navigating the probate process, Elise Gross and her team are here to help. Contact the Law Office of Elise Gross, P.A. for expert legal guidance in estate planning and administration.
7000 W Palmetto Park Rd Suite 210, Boca Raton, FL 33433, United States -
Viñas & DeLuca
● OpenViñas & DeLuca is a prestigious law firm located at 105 East Palmetto Park Road in Boca Raton, Florida. With a team of experienced and dedicated lawyers, Viñas & DeLuca specializes in providing expert legal services to clients in need of assistance with various legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation for a business dispute, Viñas & DeLuca is committed to providing top-notch legal counsel and representation. Contact them today for a consultation and see how they can help you with your legal needs.
105 E Palmetto Park Rd, Boca Raton, FL 33432, United States -
Minerley Fein, P.A.
● ClosedMinerley Fein, P.A. is a distinguished law firm located at 1200 North Federal Highway in Boca Raton, Florida. Specializing in various areas of law, including personal injury, family law, and estate planning, the team at Minerley Fein, P.A. is dedicated to providing top-notch legal services to clients in the Boca Raton area and beyond. With a reputation for excellence and a commitment to achieving the best possible outcomes for their clients, Minerley Fein, P.A. is a trusted and respected institution in the legal community. Contact them today for expert legal representation.
1200 N Federal Hwy #420, Boca Raton, FL 33432, United States -
All Financial Services
● ClosedAll Financial Services is a reputable finance institution located at 9101 Lakeridge Boulevard in Boca Raton, Florida, United States. We offer a wide range of financial services to meet the needs of individuals, businesses, and organizations. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or tax strategies, All Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
9101 Lakeridge Blvd suite 22 PMB 1028, Boca Raton, FL 33496, United States -
ShapiroPartners of Raymond James
● OpenShapiroPartners of Raymond James is a leading finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help. With a focus on building long-term relationships and delivering exceptional service, ShapiroPartners of Raymond James is committed to helping you secure your financial future.
1 Town Center Rd 10th Floor, Boca Raton, FL 33486, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management is a finance institution located at 2500 North Military Trail in Boca Raton, Florida, United States. They offer a unique approach to wealth management, focusing on helping individuals transition from being wealth-builders to wealth-enjoyers. Their services go beyond just managing investment portfolios, as they also provide expertise in financial planning, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors in the Boca Raton area are dedicated to helping clients connect all the financial dots in their lives. Whether you need assistance with financial planning, investment management, tax planning, estate planning, insurance solutions, or trustee services, Mercer Advisors is there to help. By submitting your information, you can receive promotional communications from the Mercer Advisors team and be connected with a wealth advisor who is right for you. Please note that all investing involves risk and the achievement of professional designations does not guarantee specific results. Mercer Advisors is committed to providing top-notch financial services to help clients achieve their goals.
2500 N Military Trl Suite 306, Boca Raton, FL 33431, United States -
Michael Kravitz - RBC Wealth Management Financial Advisor
● ClosedMichael Kravitz - RBC Wealth Management Financial Advisor is a leading financial institution located in Boca Raton, Florida. As a trusted advisor, Michael Kravitz offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Michael Kravitz provides expert guidance and solutions tailored to each client's unique needs. With a commitment to excellence and a dedication to client satisfaction, Michael Kravitz - RBC Wealth Management Financial Advisor is the go-to destination for individuals looking to secure their financial future. Visit us at 5355 Town Center Road in Boca Raton to learn more about how we can help you reach your financial goals.
5355 Town Center Rd Suite 801, Boca Raton, FL 33486, United States -
Adam Klein - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAdam Klein - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5200 Town Center Circle, Boca Raton, Florida, United States. Adam Klein holds various certifications and designations 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 cover a wide range of financial planning and management topics, ensuring that Adam Klein is well-equipped to assist clients with their financial needs. Whether it's retirement planning, estate planning, investment strategies, or insurance products, Adam Klein has the expertise to help individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Adam Klein provides comprehensive financial advisory services to clients in Boca Raton and beyond.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States -
Eitan Esan - Raymond James
● OpenEitan Esan - Raymond James is a finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. With a focus on providing top-notch financial services, Eitan Esan - Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized advice and guidance to ensure that each client receives the best possible financial services tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Eitan Esan - Raymond James is committed to helping you succeed.
1 Town Center Rd 10th Floor, Boca Raton, FL 33431, United States -
The Gleeman Wealth Management Group - UBS Financial Services Inc.
● OpenThe Gleeman Wealth Management Group at UBS Financial Services Inc. is a premier financial institution located in Boca Raton, Florida. With a focus on providing top-notch wealth management services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the individual needs of each client. Visit us at 1800 North Military Trail to learn more about how we can help you grow and protect your wealth.
1800 N Military Trl #300, Boca Raton, FL 33431, United States -
TIAA Financial Services
● OpenTIAA Financial Services is a trusted institution located at 1800 North Military Trail in Boca Raton, Florida. As a leading bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, TIAA is dedicated to providing personalized solutions and expert advice to its clients. Whether you are looking to invest, save for the future, or protect your assets, TIAA Financial Services is here to help you every step of the way.
1800 N Military Trl Suite 175, Boca Raton, FL 33431, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a prestigious finance institution located at 1801 North Military Trail in Boca Raton, Florida, United States. As one of the leading financial services firms in the world, Morgan Stanley provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of highly skilled and experienced financial advisors, Morgan Stanley is dedicated to providing personalized solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complexities of the financial world with confidence and success.
1801 N Military Trl #300, Boca Raton, FL 33431, United States -
Richman Capital Management
● ClosedRichman Capital Management is a renowned finance and insurance agency located at 5550 Glades Road in Boca Raton, Florida, United States. With a reputation for excellence and expertise in managing capital and providing insurance solutions, Richman Capital Management is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, our team of professionals is committed to providing top-notch service and personalized solutions to meet your needs. Trust Richman Capital Management to guide you towards a secure financial future.
5550 Glades Rd, Boca Raton, FL 33431, United States -
LPL Financial
● ClosedLPL Financial is a leading financial institution located at 5301 North Federal Highway in Boca Raton, Florida, United States. Specializing in finance, LPL Financial offers a wide range of services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.
5301 N Federal Hwy #380, Boca Raton, FL 33487, United States -
Rubin Wealth Advisors
● ClosedRubin Wealth Advisors is a premier financial institution located at 1200 North Federal Highway in Boca Raton, Florida, United States. With a team of experienced and knowledgeable financial advisors, Rubin Wealth Advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rubin Wealth Advisors offers tailored solutions to meet your needs. Trust in Rubin Wealth Advisors to guide you towards a secure financial future.
1200 N Federal Hwy #200, Boca Raton, FL 33432, United States -
Matrix Financial Group
● ClosedMatrix Financial Group is a leading finance institution located in Boca Raton, Florida. With a prime location at 7284 West Palmetto Park Road, this institution offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Matrix Financial Group has a team of experienced professionals ready to help. Trust in their expertise and dedication to help you achieve your financial goals.
7284 W Palmetto Park Rd # 206, Boca Raton, FL 33433, United States -
Financial One, Inc.
● ClosedFinancial One, Inc. is a leading finance institution located in Boca Raton, Florida. With a prime location at 7781 Northwest Beacon Square Boulevard, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan assistance, or financial planning, the experts at Financial One, Inc. are here to help. Trust in their expertise and dedication to help you achieve your financial goals.
7781 NW Beacon Square Blvd #102, Boca Raton, FL 33487, United States -
Ameriprise Financial
● OpenAmeriprise Financial, located at 2458 Northwest 67th Street in Boca Raton, Florida, is a finance institution that offers personalized financial advice to help individuals reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise prides itself on putting clients and their goals at the center of their services. With a comprehensive approach, Ameriprise helps clients feel more confident about their financial future. Clients can receive an initial complimentary consultation to see how Ameriprise can help them work towards their dreams and goals. The institution prioritizes online security and protection of personal information, offering multiple safeguards to ensure clients' privacy. With personalized advice tailored to each client's unique goals, Ameriprise stands out from other financial firms. Those interested in speaking with an advisor can request an appointment online or refer someone who could benefit from a conversation. Background and qualification information for advisors can be found on FINRA's BrokerCheck website. The Ameriprise Financial Goal-Based Advice Survey shows high satisfaction rates among clients, reflecting the institution's commitment to providing personalized and effective financial advice.
2458 NW 67th St, Boca Raton, FL 33496, United States -
Adam Scott and Associates
● ClosedAdam Scott and Associates is a leading finance institution located in Boca Raton, Florida. With a prime location at 621 Northwest 53rd Street, this institution offers a wide range of financial services to individuals and businesses. The team at Adam Scott and Associates is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, Adam Scott and Associates has the expertise and experience to assist you. Trust in this reputable institution for all your financial needs.
621 NW 53rd St #125, Boca Raton, FL 33487, United States -
Evershore Financial Group
● ClosedEvershore Financial Group is a leading finance and insurance agency located at 7284 West Palmetto Park Road in Boca Raton, Florida, United States. With a team of experienced professionals, Evershore Financial Group offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. Whether you are looking to secure your financial future or protect your assets, Evershore Financial Group is dedicated to providing personalized solutions to meet your unique needs. Visit us today to learn more about how we can help you achieve your financial goals.
7284 W Palmetto Park Rd #106, Boca Raton, FL 33433, United States -
The Legacy Group - Morgan Stanley
● OpenThe Legacy Group at Morgan Stanley is a leading financial institution located at 595 South Federal Highway in Boca Raton, Florida. As part of the prestigious Morgan Stanley brand, The Legacy Group offers a wide range of financial services and expertise to help clients achieve their investment goals. With a team of experienced professionals, The Legacy Group is dedicated to providing personalized solutions and guidance to individuals and businesses seeking to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Legacy Group at Morgan Stanley is here to help. Visit us today to learn more about how we can assist you in reaching your financial goals.
595 S Federal Hwy Ste 400, Boca Raton, FL 33432, United States -
Spectrum Planning Group
● ClosedSpectrum Planning Group, located at 951 Yamato Road in Boca Raton, Florida, is a finance institution offering a full range of financial services, asset management, and investment products. Their goal is to help clients save their assets for purposes other than long-term care, while ensuring the quality of life for their spouses and loved ones. They address various challenges such as geographical boundaries, communication barriers, caregiving needs, and cognitive health issues. Operating with the highest standards of objectivity, professionalism, and integrity, Spectrum Planning Group prioritizes clients' interests. David Brown, a registered CFP® and ChFC®, offers securities through Kovack Securities, Inc., and advisory services through Kovack Advisors, Inc. Clients can expect personalized advice tailored to their specific needs and goals.
951 Yamato Rd #201, Boca Raton, FL 33431, United States -
FDR Group, Inc.
● ClosedFDR Group, Inc. is a finance institution located at 6501 Congress Avenue in Boca Raton, Florida, United States. With a strong focus on providing comprehensive financial services to individuals and businesses, FDR Group, Inc. is dedicated to helping clients achieve their financial goals. From investment management to retirement planning, the experienced team at FDR Group, Inc. offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, FDR Group, Inc. is committed to delivering top-notch financial expertise and guidance to support their clients in building a secure financial future.
6501 Congress Ave Suite 306, Boca Raton, FL 33487, United States -
The Fetterman Wealth Management Group - Morgan Stanley
● OpenThe Fetterman Wealth Management Group at Morgan Stanley is a premier financial institution located at 1801 North Military Trail in Boca Raton, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and estate planning, we strive to provide our clients with comprehensive financial solutions tailored to their individual needs. Trust in the expertise and dedication of The Fetterman Wealth Management Group to guide you towards a secure financial future.
1801 N Military Trl #300, Boca Raton, FL 33431, United States -
Burie Group - Morgan Stanley
● OpenThe Burie Group at Morgan Stanley is a leading financial institution located at 595 Federal Highway in Boca Raton, Florida, United States. Specializing in finance, the Burie Group offers a wide range of services including investment strategies, wealth management, retirement planning, and more. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, the Burie Group at Morgan Stanley is dedicated to helping you secure a prosperous financial future.
595 Federal Hwy #400, Boca Raton, FL 33432, United States
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