Legacy wealth transfer in Coconut Creek, Florida

Utopia Wealth Management, LLC is a premier financial institution located at 6810 Florida 7 in Coconut Creek, Florida, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Utopia Wealth Management, LLC is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Visit us today to see how we can help you reach your financial utopia.

Shutowick Wealth Management is a prestigious financial institution located at 6810 Florida 7 in Coconut Creek, Florida, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Shutowick Wealth Management is dedicated to helping individuals and families build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.

Kirsner Wealth Management (Stuart Estate Planning) is a finance institution located at 5350 West Hillsboro Boulevard in Coconut Creek, Florida, United States. They offer investment advisory products and services through AE Wealth Management, LLC, and insurance products through Stuart Estate Planning. Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys for additional advice. They emphasize the importance of consulting with a tax advisor or attorney before making any financial decisions. Please note that Jack Owen, Jr. Esquire is not affiliated with Kirsner Wealth Management or AEWM. It is important to understand that investing involves risk, and no investment strategy can guarantee a profit. The information provided on their website is for informational purposes only and should not be the sole basis for financial decisions. Annuity guarantees are backed by the issuing insurance company's financial strength, and annuities are not FDIC-insured. Neither Kirsner Wealth Management nor AEWM offers tax or legal advice, so individuals should seek guidance from qualified professionals before making any purchases.

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.

Clark Financial Planning Services LLC is a finance institution located at 6574 Florida 7 in Coconut Creek, Florida, United States. Our team of experienced financial planners is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, our experts are here to help guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.