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TOP 30 Legacy planning in Miami, FL
44 results found
A convenient service for searching for businesses, places and services
Legacy Builders of North America LLC
Legacy Builders of North America LLC is a leading institution specializing in accounting, finance, health, and insurance services. Located at 19545 Northwest 2nd Avenue in Miami Gardens, Florida, United States, our team of experienced professionals are dedicated to helping individuals and businesses build a strong financial legacy for the future. Whether you need assistance with tax planning, investment management, health insurance, or risk management, Legacy Builders of North America LLC is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.
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.
Gantt Legacy Law, P.A.
Gantt Legacy Law, P.A. is a legal institution located at 2121 Biscayne Boulevard in Miami, Florida, United States. They specialize in Criminal Defense, Estate Planning, Probate Litigation, and Personal Injury matters. The firm believes that your voice is your legacy, and they are dedicated to providing strong legal representation to ensure that your voice is heard. They understand the importance of having an empowered voice in creating a powerful legacy, and they will fight for your rights from the moment you become a part of their team. It is important to note that the information provided on their website is not intended to be legal advice, and individuals should consult with an attorney for advice specific to their individual situation.
Heirloom Legacy Financial
Heirloom Legacy Financial is a prestigious finance institution located at 6303 Waterford District Drive in Miami, Florida, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Heirloom Legacy Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our team of experienced professionals is here to guide you every step of the way. Trust Heirloom Legacy Financial to be your partner in building a secure financial future.
Legacy Wealth Management
Legacy Wealth Management is a leading financial institution located at 7344 Southwest 48th Street in Miami, Florida. Specializing in providing personalized and comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Legacy Wealth Management is committed to providing expert guidance and customized solutions tailored to your needs. Trust us to help you build a legacy of financial success.
MANNA WEALTH MANAGEMENT - Miami Financial Advisors
Manna Wealth Management is a finance institution located at 777 Brickell Avenue in Miami, Florida. We believe in considering all aspects of your financial life, including spending, saving, investing, and giving back. Our financial planners and advisors are dedicated to making your values and goals the foundation of your financial decisions. We offer a wide range of investment options, including stocks, bonds, ETFs, and mutual funds. Our advisors can help you create a retirement plan, allocate your assets, and explore distribution options. We focus on your entire financial life, not just investments, to help you achieve your financial goals and leave a legacy. Securities and insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services are offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Trust Manna Wealth Management to help you plan for a prosperous future and navigate the ever-changing financial landscape.
Stivers Law - Estate Planning Attorneys
Stivers Law is a reputable estate planning firm located in Coral Gables, Florida, serving families and individuals in Miami and surrounding areas such as Knoxville, Coconut Grove, Pinecrest, and more. Led by experienced attorney Justin Stivers, the firm specializes in simplifying the complexities of estate planning to ensure the protection of your assets and the well-being of your loved ones. With over ten years of legal expertise in estate planning, Justin Stivers is dedicated to helping clients create comprehensive plans tailored to their unique needs and goals. Whether you have significant wealth, a family business, or specific belongings you wish to pass down, Stivers Law is committed to safeguarding your legacy for generations to come.
Legacy Business Plans | Miami Business Plan Writer
Legacy Business Plans is a premier finance institution located in North Bay Village, Florida. Our team of expert Miami business plan writers is dedicated to helping entrepreneurs and businesses create comprehensive and strategic business plans. Whether you are looking to secure funding, attract investors, or simply streamline your operations, Legacy Business Plans is here to provide you with the professional guidance and support you need. Visit us at 7910 Harbor Island Drive and let us help you achieve your business goals.
MSC Legacy Corporation
MSC Legacy Corporation is a leading finance institution located at 777 Brickell Avenue in the vibrant city of Miami, Florida, United States. With a strong legacy of excellence and innovation, we offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking for investment opportunities, wealth management services, or financial planning advice, MSC Legacy Corporation is here to support you every step of the way. Visit us today and experience the difference of working with a trusted partner in finance.
Legacy Palm Isle
Legacy Palm Isle, located at 11399 Northwest 7th Street in Miami, Florida, is part of the Legacy Residential Group family. Formerly known as CFH Group, Legacy Residential Group is dedicated to providing long-term success and unmatched quality in the housing industry. The new name reflects the strong family heritage that defines the company's values. Legacy at Tamarac is the newest addition to the Legacy Residential Group portfolio, offering luxurious 1- and 2-bedroom apartments with modern features and high-end finishes. The community boasts state-of-the-art amenities such as a sparkling pool, fitness center, elegant clubhouse, and outdoor spaces for residents to enjoy. The prime location allows residents to explore nearby attractions, restaurants, and shopping destinations, making it the perfect place to experience the ultimate Florida lifestyle.
Legacy at Dadeland
Legacy at Dadeland is a luxurious real estate agency located at 7325 Southwest 82nd Street in Miami, Florida. Nestled in the heart of Kendall, this intimate retreat offers a magnificent resort-style setting and amenities that provide a complete package for relaxation and enjoyment. Experience unparalleled service and explore our distinctive floor plans that are sure to surpass your expectations. Florida Relay services are available 24/7, 365 days a year for residents in the state of Florida who are Deaf/Blind, Hard of Hearing, or Speech Disabled, connecting them to standard telephone users. Come and discover the beauty and comfort of Legacy at Dadeland.
Legacy at 15th
Legacy at 15th is a premier real estate agency located at 1545 Northwest 15th Street Road in Miami, Florida. This 15-story tower offers luxurious living for professionals and families, with access to state-of-the-art amenities including a 24-hour fitness center, resident lounge, and heated swimming pool with BBQ grills. Additional features include storage lockers for lease, a package room, courtesy patrol, and security cameras throughout the property. Controlled access and free guest parking make living at Legacy at 15th convenient and secure. The community offers four floor plans with spacious layouts and stunning views of Miami's skyline. Located in the Health District, adjacent to University of Miami Hospital and Jackson Memorial, and just minutes from Brickell, Downtown, and Wynwood. Rent includes major utilities such as water, trash, cable, and internet. With exceptional customer service, Legacy at 15th provides affordable luxury for its residents.
Legacy at 19th
Legacy at 19th is a premier real estate agency located at 1630 Northwest 19th Street in Miami, Florida. Offering a unique blend of convenience and affordable luxury living, this executive enclave features 1- & 2-Bedroom floor plans with spacious layouts and private balconies. Residents can enjoy the rooftop lounge and terrace with stunning views of Miami's skyline. Located just minutes from Brickell, Downtown, and Wynwood, residents have easy access to a variety of dining and entertainment options. The building is conveniently situated near Miami's Health District, the University of Miami, and Jackson Memorial Hospital. Additionally, the FTX arena is nearby, hosting a range of events from concerts to sporting events. If you are seeking quality, comfort, and a prime location, Legacy at 19th is the perfect place to call home. Florida Relay services are available 24/7, 365 days a year for residents who are Deaf/Blind, Hard of Hearing, or Speech Disabled.
Legacy Vista Palms
Legacy Vista Palms, located at 362 Northeast 191st Street in Miami, Florida, is a premier real estate agency under the Legacy Residential Group umbrella. Formerly known as CFH Group, Legacy Residential Group prides itself on its commitment to excellence, integrity, and long-term success. Legacy Vista Palms is the newest addition to the Legacy Residential Group portfolio, offering a unique living experience with luxurious 1- and 2-bedroom apartments featuring modern amenities and high-end finishes. Residents can enjoy a variety of state-of-the-art facilities such as a sparkling pool, fitness center, elegant clubhouse, and outdoor spaces.
El Tropico Restaurant
Enjoy the best of Cuban cuisine at El Trópico, the iconic restaurant in South Florida. Discover authentic tropical flavors and let yourself be captivated by our exquisite selection of traditional Cuban dishes. Visit us today and live an unparalleled culinary experience! For over 30 years, we have been sharing the delicious Cuban cuisine with the world. El Trópico, the emblematic Cuban restaurant in South Florida, has become a reference for traditional Cuban gastronomy, offering a unique and unparalleled culinary experience that transports diners directly to vibrant Cuba. Discover the legacy of flavor and tradition at El Trópico, where authentic Cuban food comes to life in every dish. Visit us and let yourself be captivated by Cuban cuisine at its best!
New York Life Insurance Company
New York Life Insurance Company, located at 6505 Waterford District Drive in Miami, Florida, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides financial support for everyday tasks, income replacement in case of illness or injury, and professional investment management services. They offer expert guidance to help you plan for your future financial needs, create custom solutions for various life stages, and ensure that your legacy is protected. New York Life is committed to giving back to the community through charitable initiatives and volunteer work, with a diverse and inclusive workforce that reflects the communities they serve. With a focus on customer satisfaction and financial security, New York Life has been a trusted industry leader for over 175 years, consistently earning top financial ratings and dividends for policy owners. Their mission is to make the world a better place by helping individuals, families, and communities thrive.
ARG Risk Management Services LLC
ARG Risk Management Services LLC is a leading insurance agency located at 1110 Brickell Avenue, Miami, Florida, United States. Specializing in wealth and legacy protection across all life stages, they offer integrated insurance solutions to meet the unique needs of their clients. With a commitment to providing personalized service and tailored insurance plans, ARG Risk Management Services LLC is dedicated to helping individuals and businesses safeguard their assets and secure their financial future.
The Wolfsonian Design Store + Coffee Bar
The Wolfsonian Design Store Coffee Bar is a unique institution located in the heart of SoBe, at the corner of 10th & Washington in Miami Beach, Florida. This cafe and store offers a combination of art, design, talks, tours, workshops, and delicious coffee. The institution caters to a wide range of audiences, from young children to teenagers, offering educational programs and activities that explore the connection between the past and present through design. With a collection of over 200,000 items, The Wolfsonian is one of the largest university art collections in the country.
Andrea L. Jakob, PA
Andrea L. Jakob, PA is a law firm located at 12401 Orange Drive in Davie, Florida, United States. Specializing in estate planning, wills, trusts, and probate, the team at Andrea L. Jakob, PA offers a personalized approach to help clients craft their plan and leave a legacy. With a focus on organization and planning, Andrea Jakob and her team ensure that families are prepared to handle life's uncertainties and find comfort in difficult times. If you are unable to reach the office by phone, immediate assistance can be obtained by emailing info@jakoblegal.com. The firm's streamlined process allows clients to spend less time in the lawyer's office and more time living their lives. Offering services in estate planning, wills, trusts, probate, elder law, and asset protection, Andrea L. Jakob, PA prioritizes peace of mind and aims to build lasting relationships based on trust and exceptional service.
Perez-Roura Law
Perez-Roura Law, located at 7951 Bird Road in Miami, Florida, is a trusted institution specializing in estate planning. Led by experienced lawyer Pedro Armando Perez-Roura, our team is dedicated to helping clients safeguard their futures and the futures of their loved ones through comprehensive estate planning services. Whether you need assistance with drafting a will, establishing a trust, or creating a power of attorney, our legal staff is here to guide you through the process with compassion and expertise. We understand the importance of protecting your assets and ensuring your wishes are carried out, which is why we offer free estate planning consultations to discuss your unique goals and needs.
Carol L. Grant, P.A.
Carol L. Grant, P.A. is a law firm located at 1601 North Flamingo Road in Pembroke Pines, Florida, United States. Specializing in estate planning, they offer a range of legal strategies including wills, trusts, durable powers of attorney, and health care documents. As a parent of minor children, protecting their future is paramount. The firm helps clients prepare for the unexpected by ensuring all assets and interests are safeguarded. Serving clients in Miami, Fort Lauderdale, and the surrounding areas, Carol L. Grant, P.A. treats clients like family, providing personalized service with honor and integrity. Download their important document to assess if you need to revise your Estate Plan or begin one now. Contact them at 1601 N. Flamingo Road, Suite 1 in Pembroke Pines for expert legal assistance in planning and protecting your family legacy.
Daniel Lenghea, P.A.
Daniel Lenghea, P.A. is a prestigious law firm located at 13899 Biscayne Boulevard in North Miami Beach, Florida, United States. Specializing in various aspects of business law, estate planning, litigation, and immigration, our team of dedicated legal professionals is committed to providing comprehensive and strategic legal solutions to our clients. Whether you are looking to establish a new business, protect your assets, navigate complex legal disputes, or plan for the future of your estate, Daniel Lenghea, P.A. is here to assist you every step of the way. With expertise in structuring new enterprises, estate planning, contract negotiation, and private placements, our firm is well-equipped to handle a wide range of legal matters.
SS Financial Services
SS Financial Services is a comprehensive finance, health, and insurance agency located in Miami, Florida. Our institution specializes in providing life insurance and annuities, which are essential components of retirement, family wealth, and legacy planning. Whether you are looking to secure your financial future or protect your loved ones, our team of experts is here to help. Contact us at suresh@ssfs.world or visit us at 7480 Southwest 40th Street, Ste 740, Miami, FL 33155.
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.
Provenance Wealth Advisors
Provenance Wealth Advisors is a finance institution located in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and give you financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. They also provide coordinated investment plans tailored to help you achieve your goals. Additionally, their retirement plans incorporate education and hands-on management for success. Provenance Wealth Advisors takes an entrepreneurial approach to solving clients' problems and building deep relationships. Their team of professionals offers a comprehensive approach to estate, financial, business, and investment planning to navigate complex financial and risk environments. Contact them at their Fort Lauderdale office for more information. Securities are offered through PWA Securities, LLC, a registered broker/dealer, and Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody services are provided through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is affiliated with Raymond James & Associates, Inc.
Merrill Lynch Financial Advisor Charu Narain
Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.
Merrill Lynch Financial Advisor Eric K Sorensen
Merrill Lynch Financial Advisor Eric K Sorensen is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to create a personalized financial strategy that aligns with your individual needs. Through one-on-one conversations and in-depth communication, they strive to get to know you and your family on a personal level to help you pursue your life goals and plan your legacy. Their mission is to understand what matters most to you and to work with you to create a comprehensive financial plan that can help you manage investment risk while pursuing your personal financial goals. By asking smart questions, listening carefully, and gaining a detailed understanding of your current financial situation and future aspirations, the team at Merrill Lynch can help you design a strategy that aligns with your unique needs.
Fuoco Group and TFG Related Entities
Fuoco Group and TFG Related Entities, located at 7900 Red Road in South Miami, Florida, offers a comprehensive range of accounting, finance, and business consulting services. Since 1996, our team of Certified Public Accountants has been providing companies across America with expert accounting, audit, tax, and financial advisory services. Our portfolio includes TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors, offering specialized services such as financial planning, asset protection, management consulting, and more. We understand the unique financial challenges faced by individuals, families, entrepreneurs, and business owners, and our team is dedicated to providing innovative solutions tailored to meet your specific goals. Whether you're looking for tax-saving strategies, comprehensive financial management, or customized financial solutions, we are here to help you make informed decisions and build your legacy.
Morgan Stanley Private Wealth Advisors
Morgan Stanley Private Wealth Advisors is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing personalized wealth management services to high-net-worth individuals, families, and organizations, their team of experienced advisors offers tailored investment strategies, financial planning, and comprehensive wealth management solutions. Clients can expect a high level of expertise, discretion, and personalized service to help them achieve their financial goals and secure their financial future.
Daryl Arno Kutner
Daryl Arno Kutner is a finance institution located at 1650 Northeast 115th Street, Miami, Florida, United States. The team at Tusk is made up of individuals with diverse finance backgrounds, all dedicated to ethics and integrity. They are fully licensed and provide unbiased recommendations and impartial guidance to clients. Tusk specializes in quarterbacking financial risk with a team of technical experts, ensuring a clear and relatable interface for clients. They work to bring comprehensive financial plans to light, coordinating all areas of risk management in a cost-effective and time-efficient manner.
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