The 30 Best Florida estate planning services in Aventura, Florida
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Kurkin Forehand Brandes LLP
Kurkin Forehand Brandes LLP is a leading legal institution located in Aventura, Florida. With over a decade of experience, our team is dedicated to providing high-quality, hands-on legal services with a focus on excellence. We pride ourselves on utilizing our expertise to find practical and cost-effective solutions for our clients. Visit us at our Winter Park location at 1089 W. Morse Avenue Suite D to learn more about how we can assist you with your legal needs.
Bress Law Firm, PLLC
Bress Law Firm, PLLC is a boutique law firm located at 2980 Northeast 207th Street, Aventura, Florida, United States. Led by attorney Michael N. Bress, the firm specializes in Estate Planning, Business Law, and Landlord and Tenant Law. With a focus on providing premium and personal legal services at reasonable prices, Bress Law Firm serves clients throughout Miami and Broward. In the area of Estate Planning, the firm offers services such as legal counseling, will preparation, trust establishment, and power of attorney drafting. For businesses of all sizes, Bress Law Firm provides legal counsel, business entity formation, contract drafting, and representation in real estate transactions and disputes. Additionally, the firm represents both landlords and tenants in various Landlord and Tenant matters, including eviction disputes and breach of rental agreements.
Carla A Anzaldi Law Offices
Carla A Anzaldi Law Offices is a reputable legal institution located at 2980 Northeast 207th Street in Aventura, Florida, United States. Specializing in various areas of law, the experienced team at this law office provides expert legal services and representation to clients in need. Whether you are facing a personal injury case, need assistance with family law matters, or require help with estate planning, Carla A Anzaldi Law Offices is dedicated to providing professional and personalized legal solutions. With a commitment to excellence and a track record of success, this institution is a trusted choice for individuals seeking reliable legal counsel.
Allison L. Friedman, P.A.
Allison L. Friedman, P.A. is a reputable law firm located in Aventura, Florida. Specializing in various legal matters, the experienced team at Allison L. Friedman, P.A. is dedicated to providing high-quality legal services to their clients. With a focus on professionalism and integrity, they strive to achieve the best possible outcomes for those 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, Allison L. Friedman, P.A. is here to help. Contact them today at 20533 Biscayne Boulevard for expert legal guidance.
Grimaldi Law Firm
Grimaldi Law Firm, located in Aventura, Florida, is dedicated to helping individuals acquire, protect, and grow generational wealth for ultimate freedom and peace of mind. Specializing in real estate and title services, our experienced team navigates clients through contract negotiations to closing, whether for commercial or residential properties. Fluent in English, Spanish, Italian, French, and Portuguese, we provide a personalized approach using advanced technology to keep all parties informed and involved throughout the transaction. With a focus on client satisfaction, we offer a smooth closing process and a personal touch that sets us apart. Highly recommended by satisfied clients, our team at Grimaldi Law Firm is known for their dedication, efficiency, and top-notch service. Visit our office in Hollywood or contact us for an appointment at our Miami satellite office in Coral Gables. Let us help you achieve your real estate goals with confidence and ease.
G&F Law Group, LLP
G&F Law Group, LLP is a reputable law firm located in Aventura, Florida. Our experienced team of attorneys is dedicated to providing exceptional legal services in various practice areas including business law, real estate law, family law, and more. We are committed to delivering personalized and effective solutions for our clients' legal needs. Contact us today at 19790 West Dixie Highway to schedule a consultation and see how we can assist you with your legal matters.
Rosenthal Rosenthal Rasco LLC, Attorneys at Law
Rosenthal Rosenthal Rasco LLC, Attorneys at Law is a reputable law firm located in Aventura, Florida. With a team of experienced and knowledgeable lawyers, they specialize in providing legal services in various areas of law including business law, real estate law, estate planning, and litigation. The firm is committed to providing personalized and effective legal representation to their clients, helping them navigate through complex legal matters with ease. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, Rosenthal Rosenthal Rasco LLC is dedicated to helping you achieve the best possible outcome.
Attorney Advocates of America
Attorney Advocates of America is a prestigious legal institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. Our team of skilled attorneys are dedicated to providing top-notch advocacy and representation for our clients. With years of experience and a strong track record of success, we are committed to fighting for justice and achieving the best possible outcomes for those we serve. Whether you are facing a criminal case, need assistance with a civil matter, or require legal guidance in any other area, Attorney Advocates of America is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Edward Jones - Financial Advisor: Raffaella Capozza
Edward Jones - Financial Advisor: Raffaella Capozza is a reputable finance institution located at 20200 West Dixie Highway in Aventura, Florida, United States. As a dedicated financial advisor, Raffaella Capozza provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Raffaella Capozza is committed to helping clients secure their financial future.
Merrill Lynch Financial Advisor Marc Leffin
Merrill Lynch Financial Advisor Marc Leffin is a reputable financial institution located at 19495 Biscayne Boulevard in Aventura, Florida, United States. With a focus on providing expert financial advice and services, Marc Leffin and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or build wealth, Merrill Lynch Financial Advisor Marc Leffin can provide personalized solutions to meet your needs. Trust in their experience and expertise to guide you towards a secure financial future.
Carlos Lowell - Morgan Stanley Financial Advisor
Carlos Lowell - Morgan Stanley Financial Advisor is a reputable finance institution located in Aventura, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, they provide personalized solutions tailored to each client's unique needs. With a focus on integrity and client satisfaction, Carlos Lowell - Morgan Stanley Financial Advisor is committed to helping their clients build a secure financial future.
Merrill Lynch Financial Advisor Joel R Fishkin
Merrill Lynch Financial Advisor Joel R Fishkin is a finance institution located at 19495 Biscayne Boulevard in Aventura, Florida, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Their team provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, they create personalized wealth management strategies tailored to individual needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, clients can make informed decisions as they pursue their financial goals. The institution goes beyond traditional advisory roles, offering a comprehensive approach to financial planning. They provide a broad range of brokerage, investment advisory, and other services to cater to the diverse needs of their clients. It is important to consult with legal and tax advisors before making any financial decisions. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks, ensuring a holistic approach to financial management.
Merrill Lynch Financial Advisor Alec Matthew Lindenauer
Merrill Lynch Financial Advisor Alec Matthew Lindenauer is a rare gem in the financial services industry, located at 19495 Biscayne Boulevard in Aventura, Florida. As a mother-son team, they bring a unique understanding of the dynamics of money within the family environment, making them exceptional advisors. With a solid investment philosophy honed through decades of experience, they focus on key tenets such as calculating risk, diversification, considering purpose, being product agnostic, thinking globally, and staying dedicated. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With a focus on serving their clients with attentive and knowledgeable service, they assist with various administrative and support functions to ensure clients receive the best care possible. Their Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations.
Edward Jones - Financial Advisor: Simon Dahan
Edward Jones - Financial Advisor: Simon Dahan is a reputable financial institution located at 20200 West Dixie Highway in Aventura, Florida. As a dedicated financial advisor, Simon Dahan provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and strategies tailored to each client's individual needs. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Simon Dahan and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Maria Leon-Mills
Merrill Lynch Financial Advisor Maria Leon-Mills is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Maria Leon-Mills began her career in the financial services industry in 2005 and is dedicated to empowering her clients to achieve financial freedom and be prepared for moments of adversity. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds certifications in private wealth advising and divorce financial analysis. Maria is fluent in both English and Spanish and is committed to giving back to her community. As a member of the Merrill Lynch Wealth Management team, Maria focuses on creating personalized financial strategies for her clients that align with their goals and priorities. She values building strong client relationships based on trust and personalized service. Maria's mission is to humanize the financial world and help her clients live the life they have dreamed of. With Merrill Personal Wealth Analysis™, Maria can help clients build a personalized plan centered on their goals and focused on achieving financial stability. Investing involves risk, and Maria works with her clients to create comprehensive strategies to help turn their goals into reality. She understands that both life and the financial markets can change over time, and she is committed to helping her clients stay on track to achieve what's most important to them. Maria is registered to do business in multiple states and she offers personalized investment strategies and access to comprehensive financial solutions through Merrill Lynch Wealth Management.
Merrill Lynch Financial Advisor Paula M McDonell
Merrill Lynch Financial Advisor Paula M McDonell is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Their primary focus is on helping clients realize their dreams by understanding their priorities and offering personalized financial advice. With years of experience and a team of talented individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer a range of seminars and personalized wealth management services to help clients achieve their financial goals, regardless of market fluctuations. Whether you're planning for retirement, managing your investments, or preparing for unexpected events, Merrill Lynch is dedicated to helping you navigate the complexities of your financial life. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is committed to helping you live your best financial life.
Ameriprise Financial
Ameriprise Financial, located at 19495 Biscayne Boulevard in Aventura, Florida, is a leading finance institution that offers a range of financial services to help individuals achieve their financial goals. Each Ameriprise advisor specializes in specific areas of focus, allowing clients to choose an approach that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of advisors to find the right fit for their financial situation. By filling out the "Request consultation" form, clients can connect with their desired advisor for a complimentary initial consultation to discuss their financial goals and create a personalized plan for success.
Merrill Lynch Financial Advisor John F. Longman
Merrill Lynch Financial Advisor John F. Longman is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Longman and Associates are dedicated to helping clients meet their financial goals by understanding individual goals and risk tolerance to create a balanced portfolio. They offer services in retirement planning, tax management, and estate planning. With a focus on personalized service and building strong client relationships, the team at Merrill Lynch Wealth Management aims to help clients pursue their financial goals while managing investment risk. They offer personalized investment strategies and comprehensive financial solutions, backed by the global resources of Merrill and Bank of America. John Longman is registered to do business in multiple states and is committed to helping clients live their best financial life.
Merrill Lynch Financial Advisor Myron D Stayman
Merrill Lynch Financial Advisor Myron D Stayman is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Our team is supported by the global resources of Merrill and consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We focus on understanding your family, goals, and priorities to create a personalized financial plan that helps you pursue your financial goals while managing investment risk. Our approach is centered around turning your aspirations into reality and addressing your financial needs with insights from Merrill and banking solutions from Bank of America. We believe in helping you achieve financial success by making investment decisions that align with your goals and priorities. By getting to know you personally, we can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let's work together to help you achieve your goals with a customized investment approach tailored to your needs and aspirations.
Merrill Lynch Financial Advisor Gwenaelle Romain
Merrill Lynch Financial Advisor Gwenaelle Romain, located at 19495 Biscayne Boulevard in Aventura, Florida, offers a wide range of investment solutions and banking products from Bank of America. Stay informed on market trends and global economic developments to help you make informed decisions. By understanding your financial goals and priorities, Gwenaelle Romain can create a personalized strategy to navigate today's ever-changing market conditions. Access the expertise of Merrill Lynch and the banking services of Bank of America to pursue your wealth management goals. With a focus on connecting your life and finances, Gwenaelle Romain provides insights and capabilities to help you build a secure financial future for yourself and your family. Beyond traditional advisory services, Merrill Lynch offers access to BofA Global Research and a range of investment products to help you achieve your financial objectives. Trust, fiduciary, and investment management services are also available through Bank of America. Consult with Gwenaelle Romain to explore the options that best suit your needs and goals.
Steven Weisberg - Raymond James
Steven Weisberg - Raymond James is a finance institution located in Aventura, Florida. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a wide range of services to meet your needs. Visit us at 18851 Northeast 29th Avenue to learn more about how we can assist you in securing your financial future.
Saka Wealth Management Group
Saka Wealth Management Group is a premier finance and insurance agency located at 19950 West Country Club Drive in Aventura, Florida, United States. With a team of experienced professionals, we offer comprehensive wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, we provide personalized solutions tailored to your unique needs. Trust Saka Wealth Management Group to guide you towards a secure financial future.
Ofer Levy - Raymond James
Ofer Levy - Raymond James is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to providing personalized service and tailored solutions, Ofer Levy - Raymond James is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
Henry Grinberg - Raymond James
Henry Grinberg - Raymond James is a reputable finance institution located at 18851 Northeast 29th Avenue in Aventura, Florida, United States. With a strong focus on providing personalized financial services, the institution offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. The team of experienced professionals at Henry Grinberg - Raymond James is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Henry Grinberg - Raymond James is committed to delivering top-notch service and support.
Merrill Lynch Financial Advisor Laurie Wynn
Merrill Lynch Financial Advisor Laurie Wynn is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. As a mother-son team in the financial services industry, they believe in the rarity of their bond and exceptional understanding of the dynamics of money in the family environment. With a solid investment philosophy honed through decades of experience, they focus on calculating risk, diversifying investments, considering purpose, being agnostic to products, thinking globally, and staying dedicated to long-term success. The team has received recognition from Forbes for their exemplary client service. They offer personalized financial plans through Merrill Personal Wealth Analysis™ and aim to help clients achieve their goals through a customized investment approach. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Laurie Wynn is committed to helping clients navigate the complexities of their financial lives.
Spencer Winston Sec Corporation
Spencer Winston Sec Corporation is a leading finance institution located at 3565 Mystic Pointe Drive in Aventura, Florida, United States. Specializing in investment services, wealth management, and financial planning, Spencer Winston Sec Corporation is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to exceptional customer service, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
Merrill Lynch Financial Advisor Bradley M Lipkowitz
Merrill Lynch Financial Advisor Bradley M. Lipkowitz, located at 19495 Biscayne Boulevard in Aventura, Florida, is a finance institution dedicated to helping clients manage their wealth and pursue their financial goals. With a focus on personalized wealth management strategies, Bradley Lipkowitz offers access to the investment insights of Merrill and the banking solutions of Bank of America. By understanding what matters most to each client, he creates flexible strategies tailored to changing market conditions. As a Merrill Lynch Wealth Management Advisor, Bradley Lipkowitz believes in building strong relationships with his clients by actively participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered on their goals and aspirations. By listening to clients' needs and priorities, he designs financial approaches that evolve with their changing life circumstances.
Andrea Pfeffer - Morgan Stanley
Andrea Pfeffer - Morgan Stanley is a renowned financial institution located in Aventura, Florida, United States. With a strong presence in the finance industry, they offer a wide range of services including wealth management, investment banking, and financial advisory. Led by a team of experienced professionals, Andrea Pfeffer - Morgan Stanley is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution provides expert guidance and personalized solutions to meet your needs.
The Grossman Benharrouch Group - Morgan Stanley
The Grossman Benharrouch Group at Morgan Stanley is a leading finance institution located at 20807 Biscayne Boulevard in Aventura, Florida, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive solutions tailored to each individual's unique needs. Trust in our expertise and dedication to guide you towards a secure financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a reputable financial institution located at 19950 West Country Club Drive in Aventura, Florida, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping clients navigate the complexities of the financial markets and make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors can provide the expertise and guidance you need to succeed financially.
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