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TOP 30 Professional estate planning in Boca Raton, FL
116 results found
Search for local businesses, places and services near you
Signet Financial Management
Signet Financial Management is a finance institution located at 2255 Glades Road in Boca Raton, Florida, United States. We specialize in building personalized financial strategies that integrate with both your personal and business life, providing you with economic freedom. Our team regularly reviews and adjusts your financial strategy to meet your changing needs, taking into account your financial goals and risk tolerance. With our proprietary solutions and the expertise of our team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, estate planners, and insurance specialists, we manage asset allocation to ensure your portfolio is diversified, risk-adjusted, and tax-efficient. We custom tailor wealth management solutions and investment plans to help you reach your financial goals and desired outcomes.
Financial Matters Group
The Financial Matters Group, located at 400 South Dixie Highway in Boca Raton, Florida, is a finance institution led by Christina M. Doone, a Financial Advisor & Investment Advisor Representative. The institution aims to help individuals understand the opportunities and potential rewards of taking a proactive approach to personal, professional, and business finances. The site provides insights into financial concepts such as insurance, investing, retirement planning, estate planning, and wealth preservation. By working with skilled professionals, clients can pursue and achieve their financial goals. The institution offers education on financial management, information about their services, and access to market performance data and financial products. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., with Registered Representatives available in various states. Visitors are advised to take responsibility and assess the accuracy of information provided on external websites linked within the institution's site.
Merrill Lynch Financial Advisor David R Feigelman
important to you. Our team at Merrill Lynch Financial Advisor David R Feigelman is dedicated to providing personalized financial solutions tailored to your unique needs and goals. Located in Boca Raton, Florida, we prioritize building strong client relationships based on trust and exceptional service. Through in-depth conversations, we work with you to identify and prioritize your financial goals, whether it's planning for retirement, transferring wealth to future generations, or pursuing your passions. Using the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
Hewins Financial Advisors
Hewins Financial Advisors is a leading finance institution located at 433 Plaza Real in Boca Raton, Florida, United States. With a team of experienced financial advisors, they provide personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Hewins Financial Advisors offers expert guidance and strategic advice to help you make informed choices. Trustworthy, reliable, and committed to client success, Hewins Financial Advisors is dedicated to helping you secure a stable financial future.
Financial 1 Tax Services
Financial 1 Tax Services is a comprehensive financial institution located at 1200 North Federal Highway in Boca Raton, Florida. Specializing in accounting, finance, legal services, and real estate, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, investment planning, legal advice, or real estate transactions, our experienced professionals are here to assist you every step of the way. Trust Financial 1 Tax Services for all your financial needs in the Boca Raton area.
Moore CPAs
Moore CPAs is a leading accounting and finance institution located at 7700 Congress Avenue in Boca Raton, Florida, United States. With a team of experienced and dedicated professionals, Moore CPAs offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and auditing to financial planning and consulting, Moore CPAs is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with tax compliance or need help with financial analysis, Moore CPAs is the trusted partner you can rely on for all your accounting and finance needs.
Law Firm of Catherine I. Favitta, LLC
The Law Firm of Catherine I. Favitta, LLC is a reputable legal institution located at 2255 Glades Road in Boca Raton, Florida, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, our experienced team is dedicated to providing personalized and effective legal solutions for our clients. With a strong commitment to professionalism and integrity, we strive to deliver top-notch legal services tailored to meet the unique needs of each individual client. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
VanNess Law, PLLC
VanNess Law, PLLC is a reputable law firm located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida. Our team of experienced attorneys specializes in a wide range of legal services, including estate planning, real estate transactions, business law, and more. We are dedicated to providing our clients with personalized and professional legal representation to help them navigate through complex legal matters. At VanNess Law, PLLC, we prioritize client satisfaction and strive to achieve the best possible outcomes for each case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Law Office of Luz D. Nieto PA
The Law Office of Luz D. Nieto PA is a reputable legal institution located at 7000 West Palmetto Park Road in Boca Raton, Florida. Specializing in various areas of law, including family law, immigration law, and estate planning, our experienced team is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, we strive to achieve the best possible outcomes for each case we handle. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Wilson Murphy Law, PLLC
Wilson Murphy Law, PLLC is a reputable law firm located in Boca Raton, Florida. Our experienced team of attorneys specializes in a wide range of legal services, including business law, real estate law, estate planning, and more. We are dedicated to providing our clients with personalized and effective legal solutions to meet their specific needs. With a commitment to excellence and a track record of success, Wilson Murphy Law, PLLC is here to guide you through any legal challenge you may face. Contact us today at 1825 Corporate Boulevard Northwest to schedule a consultation.
Landol Law Firm
Landol Law Firm is a reputable legal institution located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Landol Law Firm strives to deliver successful outcomes for each case we handle. Contact us today for expert legal representation you can trust.
The Law Offices of Lilli W. Marder, Esq
The Law Offices of Lilli W. Marder, Esq is a reputable legal institution located at 7000 West Palmetto Park Road in Boca Raton, Florida, United States. Led by experienced attorney Lilli W. Marder, the firm is dedicated to providing high-quality legal services in various areas of law including family law, estate planning, and real estate transactions. With a commitment to personalized attention and effective representation, clients can trust The Law Offices of Lilli W. Marder, Esq to handle their legal matters with professionalism and expertise.
Weiss, Handler & Cornwell, PA
Weiss, Handler & Cornwell, PA is a prestigious law firm located at 2255 Glades Road in Boca Raton, Florida, United States. With a team of experienced and dedicated lawyers, they specialize in providing a wide range of legal services to their clients. Whether you are in need of assistance with business law, real estate transactions, estate planning, or any other legal matter, the professionals at Weiss, Handler & Cornwell, PA are here to help. Their commitment to excellence and personalized approach to each case sets them apart as a trusted and reliable legal institution in the Boca Raton area.
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A. is a boutique law firm located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida. Specializing in tax, probate, trust, litigation, and business law, our team of twelve experienced attorneys is dedicated to providing the highest level of legal counsel and service to our clients. With a focus on advising, protecting, and enhancing individual, family, and business wealth, our firm has been serving the South Florida community since the 1980s. Our attorneys have extensive experience in tax, business, guardianship, estate & trust planning and administration, as well as guardianship, trust, estate, and elder financial abuse litigation. This unique combination of expertise allows us to effectively handle a wide range of legal matters and provide comprehensive solutions to our clients.
Kotlyarov Law Offices PLLC
Kotlyarov Law Offices PLLC is a reputable law firm located at 4910 Communication Avenue in Boca Raton, Florida. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in a variety of practice areas. From personal injury cases to business law and estate planning, we are committed to helping our clients navigate the complexities of the legal system with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
GM Law Firm LLC
GM Law Firm LLC is a reputable legal institution located at 1515 Federal Highway in Boca Raton, Florida. With a team of experienced attorneys, they specialize in a wide range of legal services including personal injury, family law, real estate law, and estate planning. Whether you are in need of legal representation for a divorce, property dispute, or drafting a will, GM Law Firm LLC is dedicated to providing top-notch legal services to their clients in Boca Raton and beyond. Contact them today for a consultation to discuss your legal needs.
Backer Law Firm
Backer Law Firm is a renowned legal institution located at 400 South Dixie Highway in Boca Raton, Florida. Specializing in various areas of law, the firm offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, Backer Law Firm is dedicated to providing top-notch legal solutions and achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, a family law matter, or need assistance with estate planning, Backer Law Firm has the expertise and resources to help you navigate the legal system with confidence. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
Ben-Hamo Law, PLLC
Ben-Hamo Law, PLLC is a legal institution located at 2701 Northwest Boca Raton Boulevard in Boca Raton, Florida, United States. Specializing in real estate transactions and litigation, commercial litigation, collections, and estate planning, the firm is led by Avri Ben-Hamo, a highly experienced and dedicated litigator licensed to practice law in Florida, Illinois, and the U.S. Southern District of Florida. With over a decade of experience, Avri has a proven track record of achieving superior results for his clients. Highly recommended by clients and colleagues alike, Avri is known for his thorough preparation, dedication, and professionalism. Whether you are in need of legal services for professional or personal matters, Ben-Hamo Law, PLLC is a trusted choice for quality, honest, and reliable representation.
Millman Law Group, PLLC
Millman Law Group, PLLC is a reputable law firm located in Boca Raton, Florida, United States. Specializing in various areas of law, the experienced team at Millman Law Group is dedicated to providing top-notch legal services to their clients. From personal injury and family law to business and real estate law, the lawyers at Millman Law Group have the knowledge and expertise to handle a wide range of legal matters. With a commitment to professionalism and client satisfaction, Millman Law Group, PLLC is a trusted choice for individuals and businesses seeking legal representation in the Boca Raton area.
Chapkin Law
Chapkin Law is a reputable law firm located at 1900 Corporate Boulevard Northwest in Boca Raton, Florida. Specializing in various areas of law, the experienced team of lawyers at Chapkin Law is dedicated to providing top-notch legal representation and personalized service to their clients. Whether you are facing a complex legal issue or simply need legal advice, Chapkin Law is committed to helping you navigate the legal system with confidence and ease. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
David M Beckerman Pa
David M Beckerman PA is a reputable law firm located at 7000 West Palmetto Park Road in Boca Raton, Florida. Specializing in a wide range of legal services, the firm is known for its dedication to providing high-quality representation and personalized attention to each client. With a team of experienced attorneys, David M Beckerman PA is committed to achieving the best possible outcomes for their clients. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, you can trust the professionals at David M Beckerman PA to handle your legal matters with skill and expertise.
Adler Wellikoff, PLLC
Adler Wellikoff, PLLC is a reputable law firm located at 1900 Glades Road in Boca Raton, Florida. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to their clients. Whether you are in need of assistance with business law, estate planning, real estate transactions, or any other legal matter, Adler Wellikoff, PLLC is committed to helping you navigate the complexities of the legal system with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Friedman Rosenwasser & Goldbaum, P.A.
Friedman Rosenwasser & Goldbaum, P.A. is a prestigious law firm located at 7280 West Palmetto Park Road in Boca Raton, Florida. With a team of experienced attorneys, the firm specializes in a wide range of legal services including business law, real estate law, estate planning, and more. Clients can expect personalized attention and expert guidance to help them navigate complex legal matters. The firm is known for its professionalism, integrity, and dedication to achieving the best possible outcomes for its clients.
Kahan & Kligler, P.A.
Kahan & Kligler, P.A. is a reputable law firm located at 6420 Congress Avenue in Boca Raton, Florida, United States. With a team of experienced attorneys, they specialize in a wide range of legal services including real estate law, business law, estate planning, and more. Clients can expect personalized attention, expert advice, and dedicated representation from the professionals at Kahan & Kligler, P.A. Whether you are facing a legal issue or looking to protect your assets, this firm is committed to providing top-notch legal services to meet your needs.
Corwin Law
Corwin Law is a prestigious law firm located at 6501 Congress Avenue in Boca Raton, Florida, United States. With a team of experienced attorneys, Corwin Law specializes in a wide range of legal services including corporate law, real estate law, family law, and estate planning. Clients can expect personalized attention and expert guidance to help navigate complex legal matters. With a strong commitment to professionalism and integrity, Corwin Law is dedicated to providing exceptional legal representation to individuals and businesses alike.
Marc Infante - Financial Advisor, Ameriprise Financial Services, LLC
Marc Infante - Financial Advisor, Ameriprise Financial Services, LLC, located at 5200 Town Center Circle, Boca Raton, Florida, United States, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Marc Infante is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as domestic partnership planning, estate planning, and investment fiduciary practices, Marc Infante is committed to upholding the highest standards of professionalism and ethics. Whether you are a retiree, small business owner, high net worth client, or individual in need of financial guidance, Marc Infante can help you navigate the complexities of financial planning with confidence and expertise. Contact Marc Infante - Financial Advisor, Ameriprise Financial Services, LLC today to start your journey towards a secure financial future.
Kristen Hernandez - Financial Advisor, Ameriprise Financial Services, LLC
Kristen Hernandez is a Financial Advisor at Ameriprise Financial Services, LLC located at 2700 North Military Trail, Boca Raton, Florida, United States. Kristen holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kristen specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. Kristen is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance.
Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC
Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC, located at 5200 Town Center Circle, Boca Raton, Florida, United States, is a prestigious institution specializing in providing expert financial advice and services. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Ernie Velez are highly qualified to address the diverse needs of individuals, retirees, small business owners, and high net worth clients. From asset management and investment strategies to estate planning and risk management, the team at Ernie Velez is dedicated to helping clients achieve their financial goals. Whether you are looking for advice on annuities, retirement planning, or estate planning, the experienced advisors at Ernie Velez have the expertise to guide you through the complex world of finance. With a commitment to ethics and ongoing professional education, Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients secure their financial future.
Kathy E. Schneider - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kathy E. Schneider - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 2255 Glades Road, Boca Raton, Florida, United States. The institution offers a wide range of financial services and is staffed with professionals who hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate the expertise and commitment of the advisors at Kathy E. Schneider - Private Wealth Advisor to providing high-quality financial planning and wealth management services to their clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the professionals at this institution are equipped to help you navigate the complex world of finance and make informed decisions for your financial future.
James Bradley - Financial Advisor, Ameriprise Financial Services, LLC
James Bradley is a financial advisor at Ameriprise Financial Services, LLC located at 5200 Town Center Circle in Boca Raton, Florida, United States. James specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He offers complimentary initial consultations to help clients plan for retirement, education, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. James is committed to diversity and inclusion, and strives to create a better financial future for all. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Bradley is registered in states where securities business is conducted. Ameriprise Financial has received recognition for its support of the military community and disability inclusion initiatives. For more information or to schedule a consultation, visit the website or contact James Bradley directly.
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