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TOP 30 Professional estate planning in Fort Lauderdale, FL
93 results found
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The Friedlander Group, Morgan Stanley
The Friedlander Group, Morgan Stanley is a reputable finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services including investment advisory, wealth management, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help clients achieve their financial goals. The institution is committed to excellence and transparency in all their dealings, making them a trusted partner for individuals and businesses seeking financial guidance.
The 350 Wealth Management Group - Morgan Stanley
The 350 Wealth Management Group at Morgan Stanley is a prestigious financial institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From investment strategies to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust in the expertise and reputation of Morgan Stanley to guide you towards financial success.
Provenance Wealth Advisors
Provenance Wealth Advisors is a finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and provide you with financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. With a coordinated investment plan tailored to your goals, they help you achieve financial success. They also offer retirement planning with education and hands-on management to ensure a successful future. Provenance Wealth Advisors takes an entrepreneurial approach to solving their clients' financial problems, building deep relationships based on trust and providing a path to their goals. Their professionals offer a comprehensive approach to estate, financial, business, and investment planning, helping clients navigate complex financial environments. Securities are offered through PWA Securities, LLC, and Investment Advisory Services through Provenance Wealth Advisors, LLC, both registered entities with Raymond James & Associates, Inc. Contact their Fort Lauderdale office at 954-712-8888 for more information.
Meloro Law
Meloro Law, located at 8551 West Sunrise Boulevard in Plantation, Florida, is a trusted institution with over 19 years of experience in the legal field. Specializing in representing clients in the greater Fort Lauderdale area and surrounding counties of Broward, Miami-Dade, and Palm Beach, Meloro Law is dedicated to protecting the best interests of its clients. Led by the highly professional Bobbi Meloro, the firm offers expert guidance in various legal areas, serving as both advocate and advisor to ensure clients fully understand their options. With a focus on elder care concerns, estate planning, and Medicaid options, Meloro Law has received glowing reviews for its compassionate and thorough approach to assisting clients during difficult times. Whether you need help with estate planning, Medicaid planning, or other legal matters, Meloro Law is committed to providing top-notch service and peace of mind to its clients. Contact Meloro Law today and rest assured that you are in good hands.
La Cava & Jacobson, PA
La Cava & Jacobson, PA is a prestigious law firm located at 4901 Northwest 17th Way in Fort Lauderdale, Florida. With a team of experienced and dedicated attorneys, La Cava & Jacobson, PA provides top-notch legal services in a wide range of practice areas including business law, real estate law, and estate planning. Clients can expect personalized attention and expert guidance as they navigate complex legal issues. With a reputation for excellence and a commitment to client satisfaction, La Cava & Jacobson, PA is a trusted institution in the Fort Lauderdale community.
The Law Offices of Jared W. Gasman, P.A.
The Law Offices of Jared W. Gasman, P.A. is a reputable legal institution located at 5353 North Federal Highway in Fort Lauderdale, Florida, United States. With a focus on providing top-notch legal services, the firm is dedicated to helping clients navigate through various legal matters with professionalism and expertise. Led by experienced attorney Jared W. Gasman, the firm offers a wide range of legal services including but not limited to family law, personal injury, criminal defense, and estate planning. Clients can expect personalized attention, strategic legal advice, and zealous representation from the team at The Law Offices of Jared W. Gasman, P.A.
Kowzan Law, P.A.
Kowzan Law, P.A. is a reputable law firm located at 1301 East Broward Boulevard in Fort Lauderdale, Florida. With a team of experienced attorneys, they specialize in a wide range of legal services including personal injury, family law, estate planning, and business law. Committed to providing personalized and effective legal representation, Kowzan Law, P.A. strives to achieve the best possible outcomes for their clients. Whether you are facing a legal dispute or need assistance with legal matters, Kowzan Law, P.A. is dedicated to providing professional and reliable legal services to individuals and businesses in the Fort Lauderdale area.
Goren, Cherof, Doody & Ezrol, PA
Goren, Cherof, Doody & Ezrol, PA is a reputable law firm located at 3099 East Commercial Boulevard in Fort Lauderdale, Florida. With a team of experienced attorneys, they specialize in a wide range of legal services including business law, real estate law, estate planning, and litigation. Their dedication to providing personalized and professional representation has earned them a strong reputation in the community. Whether you are facing a complex legal issue or need assistance with a simple matter, Goren, Cherof, Doody & Ezrol, PA is committed to helping you navigate the legal process with skill and expertise.
Yankwitt Law Firm PLLC.
Yankwitt Law Firm PLLC is a reputable legal institution located at 2800 West State Road 84 in Fort Lauderdale, Florida, United States. Specializing in a wide range of legal services, our experienced team of attorneys is dedicated to providing high-quality representation and personalized attention to each client. Whether you are facing a complex business dispute, navigating a real estate transaction, or seeking assistance with estate planning, Yankwitt Law Firm PLLC is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal matters with skill and professionalism. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Greaton and Greaton
Greaton and Greaton is a reputable law firm located at 3471 North Federal Highway in Fort Lauderdale, Florida. Since 1993, our dedicated team has been helping clients create estate and financial plans to ensure their assets are transferred efficiently and tax effectively. We specialize in preparing Wills, Trusts, and other asset transfer vehicles, as well as providing guidance on lifetime gifting and post-death estate administration. Our personalized approach and close attention to detail guarantee that our clients' wishes are carried out in a timely manner. We collaborate with financial advisors, accountants, and corporate fiduciaries to offer comprehensive services tailored to each client's needs. Our fee structure is flexible, allowing clients to choose a payment option that suits them best. Trust Greaton and Greaton to handle your estate and financial planning needs with professionalism and expertise.
Hagen & Hagen PA
Hagen & Hagen PA is a reputable finance and law firm located in Fort Lauderdale, Florida. With a focus on providing top-notch financial and legal services, our experienced team of professionals is dedicated to helping clients navigate complex financial and legal matters with ease. Whether you need assistance with tax planning, estate planning, business law, or any other financial or legal issue, Hagen & Hagen PA is here to help. Visit us at our conveniently located office at 3531 Griffin Road to learn more about how we can assist you.
Nugent & Ground LLC
Nugent & Ground LLC is a premier financial advisory firm located at 2455 East Sunrise Boulevard in Fort Lauderdale, Florida. With a team of experienced professionals, they provide a wide range of services including investment management, retirement planning, and estate planning. The firm is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Nugent & Ground LLC today to learn more about how they can assist you in reaching your financial objectives.
Edward Jones - Financial Advisor: Midge Birmingham
Edward Jones - Financial Advisor: Midge Birmingham is a reputable financial institution located at 4711 North Ocean Drive in Fort Lauderdale, Florida, United States. As a trusted advisor, Midge Birmingham offers personalized financial planning services to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or prepare for retirement, Midge Birmingham and the team at Edward Jones are dedicated to helping you make informed financial decisions.
The Blake Wealth Management Group - UBS Financial Services Inc.
The Blake Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Specializing in wealth management, they provide comprehensive financial services to help clients achieve their financial goals. With a team of experienced professionals, they offer personalized investment strategies and expert advice to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, The Blake Wealth Management Group - UBS Financial Services Inc. is committed to providing top-notch service and guidance to help you succeed.
Ross Cammarata - Associate Manager, Ameriprise Financial Services, LLC
Ross Cammarata is an Associate Manager at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Specializing in finance, the institution offers a range of certifications including 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 cover a wide array of financial planning and management topics, ensuring that clients receive expert advice and guidance. With a focus on ethical practices and comprehensive knowledge, Ross Cammarata and his team provide personalized and professional services to help clients achieve their financial goals.
Ken Cerruto - RBC Wealth Management Financial Advisor
Ken Cerruto - RBC Wealth Management Financial Advisor is a respected financial institution located at 500 East Broward Boulevard in Fort Lauderdale, Florida, United States. As a dedicated financial advisor, Ken Cerruto provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ken Cerruto offers expert financial advice and tailored investment solutions to individuals and businesses alike. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ken Cerruto - RBC Wealth Management Financial Advisor can help you navigate the complex world of finance with confidence.
The Fiduciary Group | Comprehensive Financial Planners
The Fiduciary Group is a team of experienced and dedicated comprehensive financial planners located at 1301 East Broward Boulevard in Fort Lauderdale, Florida. As a trusted institution in the finance industry, we prioritize our clients' financial well-being by providing personalized and transparent advice and services. Our team operates with the highest level of integrity and professionalism, acting as fiduciaries to ensure our clients' best interests are always at the forefront. Whether you are looking to plan for retirement, manage investments, or create a comprehensive financial strategy, The Fiduciary Group is here to help you achieve your financial goals.
Alan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC
Alan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. The institution has a team of professionals with various certifications, including the 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 ensure that clients receive expert advice on asset management, retirement planning, estate planning, investment opportunities, and more. Whether you are an individual looking to secure your financial future or a small business owner seeking investment strategies, Alan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC, can provide the expertise you need.
Your Fiduciary Team, LLC
Your Fiduciary Team, LLC is a comprehensive financial services firm located at 1301 East Broward Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals specializes in accounting, finance, insurance, and legal services to help individuals and businesses navigate complex financial matters with confidence and peace of mind. Whether you need assistance with tax planning, investment management, risk assessment, or estate planning, our dedicated team is here to provide personalized solutions tailored to your unique needs and goals. Trust Your Fiduciary Team, LLC to be your trusted partner in building and protecting your financial future.
Merrill Lynch Financial Advisor Anne B Dolph
Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anne B. Dolph is a respected finance institution with a focus on comprehensive wealth planning, retirement planning, estate planning services, and investment management. With over three decades of experience, Anne Dolph is known for her tailored financial strategies that cater to the unique needs of individuals, families, and businesses. She is dedicated to providing strategic wealth inheritance planning for families, aiming to preserve and grow family wealth over time while minimizing tax implications. Anne stays informed on industry trends, tax law changes, and market shifts to provide timely and insightful advice to her clients. Outside of work, Anne is actively involved in her community and is committed to financial education for younger generations. Whether you are an individual, a family, a business, or a finance professional, Anne is eager to connect, collaborate, and help you achieve your financial goals. Partnering with the global resources of Merrill, Anne's team is dedicated to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Anne B. Dolph to start building a personalized financial plan centered on your goals and priorities.
Brown & Associates, P.A.
Brown & Associates, P.A. is a well-established institution located at 1451 West Cypress Creek Road in Fort Lauderdale, Florida. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax planning, investment management, insurance coverage, or real estate transactions, Brown & Associates, P.A. is here to assist you every step of the way. Trust us to handle your financial needs with expertise and care.
Frost & Associates, LLC
Frost & Associates, LLC is a professional institution specializing in accounting, finance, and legal services. Located at 110 East Broward Boulevard in Fort Lauderdale, Florida, United States, with an additional office at 777 S Flagler Dr, Suite 800 in West Palm Beach, FL, Frost & Associates offers skilled solutions for tax law and other legal issues. Their team of experienced attorneys can assist with a wide range of legal matters, including tax controversy, business & employment tax, IRS tax litigation, and estate planning. Clients have praised Frost & Associates for their dedication to providing excellent service and their extensive knowledge of tax law and accounting.
Bette Hochberger, CPA, CGMA
Welcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 100 North Federal Highway in Fort Lauderdale, Florida. We provide cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. Our firm serves clients across four continents, utilizing cloud technology and top-tier accounting talent from around the nation. Specializing in industries driving South Florida’s economy, including real estate investment, foreign investor-backed companies, and Americans with overseas business interests, Bette Hochberger, an MIT alumna, offers expertise tailored to the unique needs of her clients. She also supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals.
H&CO, LLP
H&CO, LLP is a leading accounting and finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. We specialize in helping clients stay compliant with the Corporate Transparency Act (CTA) reporting requirements, while also offering international tax services for global investors and corporations. Our team of experienced professionals provides affordable and easy-to-use business management solutions, as well as world-class audit services to improve trust and transparency. We also offer superior real estate services, construction-specific audit and consulting services, and assistance with managing international tax compliance for multinationals and global families. By outsourcing your global business processes to us, you can improve operational efficiency and reduce costs.
River to Beach
River to Beach is a premier real estate agency located in the vibrant city of Fort Lauderdale, Florida. Situated at 2008 Northwest 3rd Court, our dedicated team of professionals specializes in helping clients find their dream waterfront properties, whether it be along the river or on the beautiful sandy beaches. With a wealth of experience and knowledge of the local market, we are committed to providing top-notch service and guidance to ensure a smooth and successful real estate transaction. Contact us today to start your journey towards owning a piece of paradise in sunny South Florida.
Alpine Adventures
Alpine Adventures is a premier real estate and travel agency located in Fort Lauderdale, Florida. Our team of experienced professionals is dedicated to helping clients find their dream mountain homes and plan unforgettable alpine getaways. Whether you're looking to buy or rent a property in a picturesque mountain setting, or seeking the perfect vacation package for your next ski trip or hiking adventure, Alpine Adventures has you covered. Visit us at 5300 Northwest 33rd Avenue to start your next alpine journey today!
FoxStays
FoxStays is a premier real estate and travel agency located in the heart of Fort Lauderdale, Florida. Our team of dedicated professionals is committed to providing top-notch service to our clients, whether they are looking to buy, sell, or rent a property, or plan the perfect getaway. With a focus on customer satisfaction and attention to detail, FoxStays is your go-to destination for all your real estate and travel needs. Visit us at 830 Southwest 14th Court and let us help you find your dream home or plan your next adventure.
R&R Beach House, LLC
R&R Beach House, LLC is a premier real estate and travel agency located at 2616 North Ocean Boulevard in Fort Lauderdale, Florida, United States. Specializing in beachfront properties and vacation rentals, R&R Beach House offers a wide range of luxurious accommodations for those looking to relax and unwind by the sea. With a dedicated team of professionals, they provide personalized service to ensure that each client finds their perfect beach retreat. Whether you're looking to buy a dream beach house or plan a memorable beach vacation, R&R Beach House, LLC is your go-to destination for all things beach-related.
AMC Vacation Rentals
AMC Vacation Rentals is a premier real estate and travel agency located at 2301 Aqua Vista Boulevard in Fort Lauderdale, Florida. We specialize in providing luxurious vacation rentals for those looking to experience the beauty and excitement of South Florida. Our team of experienced professionals is dedicated to helping you find the perfect accommodation for your next getaway. Whether you are looking for a beachfront condo, a cozy villa, or a spacious family home, we have a wide selection of properties to choose from. Contact us today to start planning your dream vacation in Fort Lauderdale!
Domingues Mc Conville Pa
Domingues Mc Conville Pa is a reputable law firm located at 5353 North Federal Highway in Fort Lauderdale, Florida. Specializing in various legal services, the team of experienced lawyers at this institution is dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with a personal injury case, family law matter, or any other legal issue, Domingues Mc Conville Pa is committed to delivering professional and effective solutions. Contact them today for expert legal advice and support.
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