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TOP 30 Estate tax planning in Fort Lauderdale, FL
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Premier Wealth Planning
Premier Wealth Planning is a leading finance institution located in Fort Lauderdale, Florida. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth planning services tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance every step of the way. Visit us at 6365 Northwest 6th Way to start planning for your financial future today.
The Fort Lauderdale Group - Morgan Stanley
The Fort Lauderdale Group - Morgan Stanley is a renowned finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of financial solutions to individuals, businesses, and organizations. The expert team at The Fort Lauderdale Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or retirement planning, you can trust The Fort Lauderdale Group - Morgan Stanley to provide you with personalized and professional financial guidance.
Sunrise Tax services
Sunrise Tax Services is a comprehensive financial institution located at 2654 North Andrews Avenue in Fort Lauderdale, Florida. Specializing in accounting, finance, insurance, and real estate services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, investment planning, insurance coverage, or property transactions, we are here to help you navigate the complex world of finance. Trust Sunrise Tax Services to provide you with the guidance and support you need to achieve your financial goals.
Profetta Professional Tax Accounting
Profetta Professional Tax Accounting is a leading accounting and finance institution located at 3305 Southwest 49th Street, Fort Lauderdale, Florida, United States. Founded in 2016 by Ezekiel Korobkin, a Certified Public Accountant (CPA) licensed in California, Profetta specializes in helping startups and family offices grow their businesses. Our team is fluent in various tax and bookkeeping software, and we are Certified Quickbooks ProAdvisors (Desktop & Online). We offer services to industries such as real estate, healthcare, retail, entertainment, and professional services. At Profetta, we believe in being proactive rather than reactive when it comes to handling federal, state, and local taxes. Our goal is to save you time, set controls, improve accuracy, and stay up-to-date with the ever-changing tax laws. Whether you need assistance with tax preparation, planning, bookkeeping, budgeting, or navigating the loan process, we are here to support you every step of the way.
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.
Greeberg & Trautig
Greenberg & Traurig is a leading health institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Our team of dedicated healthcare professionals is committed to providing high-quality medical care and innovative treatments to our patients. With state-of-the-art facilities and a compassionate approach to patient care, Greenberg & Traurig is your trusted partner in health and wellness. Visit us today to experience the difference our expert team can make in your health journey.
Ben I Farbstein Law Office Pa
Ben I Farbstein Law Office Pa is a renowned legal institution located in Tavernier, Florida. Specializing in various aspects of law, including personal injury, criminal defense, and family law, the experienced team at this law office is dedicated to providing top-notch legal representation to clients in need. With a proven track record of success and a commitment to client satisfaction, Ben I Farbstein Law Office Pa is the go-to choice for individuals seeking expert legal advice and representation in the Tavernier area. Contact them today at their address: 90311 Old Highway, Tavernier, Florida, United States.
Sky Law Firm, P.A.
Sky Law Firm, P.A. is a reputable law firm located at 3333 West Commercial Boulevard in Fort Lauderdale, Florida. Specializing in providing legal services, the firm offers expert advice and representation in various areas of law. With a team of experienced lawyers, Sky Law Firm, P.A. is dedicated to delivering top-notch legal solutions to clients in need. Whether you are facing a personal injury case, need assistance with real estate transactions, or require guidance in business law matters, Sky Law Firm, P.A. is committed to providing professional and reliable legal services. Contact them today for a consultation and let them help you navigate the complexities of the legal system.
Obeidy & Associates P.A.
Obeidy & Associates P.A. is a reputable law firm located at 2755 East Oakland Park Boulevard in Fort Lauderdale, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or criminal defense, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Obeidy & Associates P.A. is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation.
McKenna, McCausland & Murphy, P.A.
McKenna, McCausland & Murphy, P.A. is a prestigious law firm located at 3020 Northeast 32nd Avenue in Fort Lauderdale, Florida, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of representation for personal injury, family law, real estate, or business matters, the attorneys at McKenna, McCausland & Murphy, P.A. are committed to providing top-notch legal counsel and advocacy. Contact them today to schedule a consultation and see how they can help with your legal needs.
Samorukova & Shabetayev, PA
Samorukova & Shabetayev, PA is a reputable law firm located at 2901 Stirling Road in Fort Lauderdale, Florida. Specializing in various legal services, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. With a commitment to excellence and client satisfaction, Samorukova & Shabetayev, PA is dedicated to helping individuals navigate the complexities of the legal system with professionalism and integrity. Contact them today for reliable and effective legal counsel.
Dalton Law Firm
The Dalton Law Firm is a reputable legal institution located at 550 South Andrews Avenue in Fort Lauderdale, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, the Dalton Law Firm is a trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
Law Office of Ray Haselman
The Law Office of Ray Haselman, located in Davie, Florida, is a trusted institution specializing in accounting, finance, and legal services. With a focus on tax-related legal matters, Attorney Ray Haselman is known for his empathy, care, and dedication to his clients. Whether facing IRS disputes, tax fraud issues, or tax preparation needs, Mr. Haselman goes above and beyond to ensure his clients receive the best possible outcome. Highly recommended for his professionalism, honesty, and expertise in navigating complex tax laws, the Law Office of Ray Haselman is the go-to choice for individuals and businesses in need of tax help in Fort Lauderdale and surrounding areas. Contact the office today for assistance with tax problems and legal issues related to taxation.
Law Offices of Steven E. Blumenthal, P.A.
The Law Offices of Steven E. Blumenthal, P.A. is a Fort Lauderdale-based institution that specializes in resolving family law disputes, particularly divorce cases, through collaborative divorce, mediation, or negotiation. Located at 2031 Harrison Street in Hollywood, Florida, this institution serves clients in Broward, Miami-Dade, and Palm Beach Counties. As a Fort Lauderdale Divorce Attorney, Steven E. Blumenthal offers personalized consultations to discuss the specifics of each case and explore alternative methods for resolution, such as collaborative law or litigation. Collaborative divorce is a key focus of the practice, emphasizing fair outcomes and minimizing conflict between parties.
Global Wealth Management
Global Wealth Management is a leading finance institution located at 2810 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment management, retirement planning, estate planning, and tax optimization. With a focus on personalized service and tailored financial solutions, Global Wealth Management is committed to helping clients build and preserve wealth for generations to come. Contact us today to learn more about how we can help you achieve financial success.
Neil Jesani Advisors
Neil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
The Financial Marketplace Inc.
The Financial Marketplace Inc. is a finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions about their money. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today to see how we can assist you with your financial needs.
Materetsky Financial Group
Materetsky Financial Group, located at 2240 Woolbright Road in Boynton Beach, Florida, is a family-owned and operated financial services firm with over five decades of experience. Our dedicated team of professionals offers personalized financial solutions to meet your planning needs, including protection planning, retirement planning, tax planning, estate planning, and investment planning. We strive to provide our clients with financial stability, confidence, and independence, replacing uncertainty with the assurance needed to live life to the fullest. Our staff takes a hands-on approach to financial guidance, caring deeply about making our clients' dreams a reality. With offices on the east coast in Boynton Beach and Fort Lauderdale, we are here to help you plan for a secure financial future. Advisory services are offered through Materetsky Financial Group Inc., a Registered Investment Advisor, while securities are offered through Private Client Services, Member FINRA/SIPC. All insurance products are offered through unaffiliated insurance companies. Our advisors are registered in multiple states, ensuring that we can assist clients across the country. We believe that wealth is the absence of financial worry, an income that you don't outlive, and a meaningful legacy for your loved ones. Contact Materetsky Financial Group today for proactive financial planning and personalized service from our family to yours.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a reputation for excellence and expertise in financial services, UBS offers a wide range of financial solutions to individuals, businesses, and institutions. Whether you are looking for investment advice, wealth management, or financial planning services, UBS has a team of experienced professionals ready to help you achieve your financial goals. Visit UBS Financial Services Inc. today to learn more about their comprehensive range of financial services.
Chris Price Financial Planner
Chris Price Financial Planner is a finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. At our institution, we offer a wide range of services to assist our clients with Protection, Retirement Services, Investment Products, Estate Planning, Succession, Qualified & Non-Qualified Plans, and Group Benefits. Our team of hands-on financial professionals is dedicated to simplifying the process for our clients. We provide multi-generational planning and portfolio analysis to business owners and high-net-worth individuals, helping them define their legacy and plan for the future they deserve. We offer two different models to address your needs, whether you are looking for a fee-based financial planner or a financial professional to help develop strategies for a portion of your assets.
Vintage Financial Services LLC
Vintage Financial Services LLC is a finance institution located at 1975 East Sunrise Boulevard in Fort Lauderdale, Florida. Specializing in providing a range of financial services, Vintage Financial Services LLC offers personalized investment strategies, retirement planning, wealth management, and more. With a team of experienced financial advisors, Vintage Financial Services LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Vintage Financial Services LLC is here to provide expert guidance and support.
The Campbell Group - Morgan Stanley
The Campbell Group - Morgan Stanley is a prestigious finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. As part of the renowned Morgan Stanley brand, The Campbell Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they strive to provide top-notch financial solutions to their clients, helping them achieve their financial goals and secure their future. Visit The Campbell Group - Morgan Stanley today to experience excellence in finance.
Ellen Ford Krider - RBC Wealth Management Financial Advisor
Ellen Ford Krider is a dedicated Financial Advisor at RBC Wealth Management located at 500 East Broward Boulevard in Fort Lauderdale, Florida. With years of experience in the finance industry, Ellen provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ellen Ford Krider is committed to providing expert guidance and support every step of the way. Contact Ellen Ford Krider at RBC Wealth Management today to schedule a consultation and start planning for a secure financial future.
The Friedlander Group, Morgan Stanley
The Friedlander Group, Morgan Stanley is a reputable finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services including investment advisory, wealth management, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. The institution is committed to excellence and transparency in all their dealings, making them a trusted partner for individuals and businesses seeking financial guidance.
The 350 Wealth Management Group - Morgan Stanley
The 350 Wealth Management Group at Morgan Stanley is a prestigious financial institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From investment strategies to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust in the expertise and reputation of Morgan Stanley to guide you towards financial success.
Greaton and Greaton
Greaton and Greaton is a reputable law firm located at 3471 North Federal Highway in Fort Lauderdale, Florida. Since 1993, our dedicated team has been helping clients create estate and financial plans to ensure their assets are transferred efficiently and tax effectively. We specialize in preparing Wills, Trusts, and other asset transfer vehicles, as well as providing guidance on lifetime gifting and post-death estate administration. Our personalized approach and close attention to detail guarantee that our clients' wishes are carried out in a timely manner. We collaborate with financial advisors, accountants, and corporate fiduciaries to offer comprehensive services tailored to each client's needs. Our fee structure is flexible, allowing clients to choose a payment option that suits them best. Trust Greaton and Greaton to handle your estate and financial planning needs with professionalism and expertise.
Hagen & Hagen PA
Hagen & Hagen PA is a reputable finance and law firm located in Fort Lauderdale, Florida. With a focus on providing top-notch financial and legal services, our experienced team of professionals is dedicated to helping clients navigate complex financial and legal matters with ease. Whether you need assistance with tax planning, estate planning, business law, or any other financial or legal issue, Hagen & Hagen PA is here to help. Visit us at our conveniently located office at 3531 Griffin Road to learn more about how we can assist you.
1650 Wealth Management
1650 Wealth Management is a premier finance institution located in Fort Lauderdale, Florida. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we strive to empower our clients to make informed decisions about their finances. Visit us at 255 East Commercial Boulevard to learn more about how we can help you secure your financial future.
The Blake Wealth Management Group - UBS Financial Services Inc.
The Blake Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Specializing in wealth management, they provide comprehensive financial services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies and expert advice to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, The Blake Wealth Management Group - UBS Financial Services Inc. is committed to providing top-notch service and guidance to help you succeed.
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
Jack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Jack holds various prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® among others. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jack provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or insurance products, Jack is committed to helping you achieve your financial goals and secure your financial future.
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