The 30 Best Legacy management in Miami, Florida

Merrill Lynch Financial Advisor Fernando A Coello de Portugal is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. As part of the New York International Group, we believe in building strong relationships through teamwork and involvement. Our advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America to provide you with comprehensive financial advice and guidance. Our mission is to understand you and your financial goals, asking thoughtful questions and listening carefully to create a personalized plan to help you pursue your aspirations while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.

NMA Investments is a leading finance institution located at 697 North Miami Avenue in the vibrant city of Miami, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With a focus on customer satisfaction and tailored solutions, NMA Investments is committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you grow and protect your wealth.

Pioneer Family Office is a premier finance institution located at 3323 Northeast 163rd Street in North Miami Beach, Florida. As a leading family office, we provide comprehensive financial services tailored to meet the unique needs of high-net-worth individuals and families. Our team of experienced professionals offers personalized wealth management, investment advisory, estate planning, and tax optimization strategies to help our clients achieve their financial goals. With a focus on integrity, transparency, and excellence, Pioneer Family Office is dedicated to providing exceptional service and value to our clients.

Jacques Mejer - UBS Financial Services Inc. is a renowned finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a strong reputation for excellence and expertise in financial services, Jacques Mejer - UBS Financial Services Inc. offers a wide range of financial solutions to meet the needs of their clients. Whether it be investment advice, wealth management, or retirement planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Trust in Jacques Mejer - UBS Financial Services Inc. for all your financial needs.

Merrill Lynch Financial Advisor Jan S Zambrano is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. At our institution, we understand that your life is about more than just investments. We offer highly personalized, boutique-like services and goals-based wealth management strategies for your financial life. Jan S Zambrano, Wealth Management Advisor, Assistant Vice President, has been in the financial services industry since 2013, and he can assist you in building a wealth management strategy tailored to your individual needs. Our team focuses on delivering a comprehensive approach to managing wealth, starting with listening to your goals and helping you make informed decisions as you develop your strategy. We offer Merrill Personal Wealth Analysis™ to build and document a personalized plan centered around your goals. As your Merrill advisor, Jan takes the time to understand what's important to you so he can provide personalized investment strategies based on your priorities, risk tolerance, time horizon, liquidity needs, and goals. Our goal is to help you achieve your financial goals, including those related to your preferred lifestyle and securing a lasting legacy.

The Mattam Law Firm PA is a prestigious institution located at 1331 Lincoln Road, Miami Beach, Florida, United States. Specializing in accounting, finance, and legal services, this firm is dedicated to providing top-notch legal representation and financial advice to its clients. With a state-of-the-art library and a team of experienced lawyers, The Mattam Law Firm PA is committed to delivering excellent service and achieving the best possible outcomes for its clients.

Armellini Logistics Headquarters in Palm City, FL is a leading moving company offering a full range of transportation and logistics services. Located at 3446 Southwest Armellini Avenue, Palm City, Florida, this institution specializes in temperature controlled shipments of perishable products, expedited truckload, and LTL scheduled services across the United States. With over 300,000 Sq Ft of refrigerated warehouses throughout the U.S., Armellini Logistics is equipped to handle international and domestic air freight in and out of Miami and South America. Servicing 43 states and specializing in refrigerated freight, Armellini Logistics was established in 1945 and remains a family-owned and operated business. With a legacy spanning multiple generations, Armellini Logistics is the premier choice for perishable logistics in the Americas.

Truist is a financial institution located at 15700 Southwest 56th Street in Miami, Florida, United States. Offering a range of services including banking products, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products, Truist is committed to helping customers achieve their financial goals. Customers can also explore options for credit cards and find the right loan for their needs. Truist advisors are available to provide guidance and support, with a focus on wealth management, family legacy planning, business owner specialty, sports and entertainment, legal and medical services. The institution is dedicated to providing resources for consumers with Limited English Proficiency, including translation and language access services. Customers can access applications, agreements, and other communications in English, with support available for those who require assistance in other languages.

Clearwater Capital Group Inc is a finance institution located at 2125 Biscayne Boulevard in the vibrant city of Miami, Florida. As a leading player in the financial industry, Clearwater Capital Group Inc offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Clearwater Capital Group Inc is your trusted partner in achieving financial success.

OppZo is a cutting-edge finance institution located at 150 West Flagler Street in Miami, Florida, United States. We specialize in providing innovative financial solutions to individuals and businesses, helping them achieve their financial goals and secure their futures. Our team of experienced professionals is dedicated to offering personalized services and expert advice to help our clients make informed decisions and navigate the complexities of the financial world. Whether you are looking to invest, save, or plan for the future, OppZo is here to help you every step of the way. Visit us today to see how we can make a difference in your financial journey.

MG Financial Services is a reputable finance institution located at 7951 Southwest 40th Street in Miami, Florida, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, MG Financial Services is here to help. Trust us to provide personalized solutions tailored to your individual needs and financial situation. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Welcome to Suellen Rodeffer Orthodontics, located at 1884 South 14th Street, Fernandina Beach, Florida. Our practice, now proudly part of Coastline Orthodontics, is dedicated to providing exceptional orthodontic care, with a team of experienced doctors committed to transforming smiles and boosting confidence. Our practice is rooted in the community, with decades of expertise and a passion for delivering personalized treatment to every patient. At Coastline Orthodontics, we believe in the power of a beautiful smile and its ability to change lives. Our skilled team of orthodontists brings together diverse backgrounds and unique paths to dentistry, all united by a shared commitment to excellence and innovation in orthodontic care. Whether you're seeking treatment for yourself or a loved one, you can trust that you are in the best hands with our dedicated team.

Welcome to ONE Sotheby's International Realty, your premier real estate agency located at 5548 1st Coast Highway, Fernandina Beach, Florida. Our esteemed agency is proud to offer an unparalleled experience in the world of luxury real estate, drawing on the rich heritage of the Sotheby’s name, which has been synonymous with exceptional quality for over three centuries. At ONE Sotheby's International Realty, we are dedicated to helping you unlock limitless opportunities to reach your full potential in the realm of real estate. Our exclusive services include the innovative ELEVATE program, offering pre-market renovation services to maximize the value of your property. Additionally, our White Glove service ensures that every aspect of your real estate journey is handled with the utmost care and attention to detail.