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TOP 30 Professional estate planning in Sunrise, FL
27 results found
A convenient service for searching for businesses, places and services
Evelyn Tai, Financial Services Professional - New York Life
Evelyn Tai, Financial Services Professional at New York Life, located at 1300 Concord Terrace in Sunrise, Florida, is dedicated to providing custom-tailored solutions for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other financial needs. With over thirty years of experience, Evelyn Tai is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states. Additionally, as a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Evelyn Tai provides services in several states. Registered Representative of NYLIFE Securities LLC, Evelyn Tai offers securities products and services in specific states. It is important to note that neither Evelyn Tai nor her affiliates provide tax, legal, or accounting advice, and individuals should consult their own professionals for guidance. For more information and to check the background of this investment professional, please contact the office at (954) 958-4246 or visit the website.
Eulette Edwards, Financial Professional - New York Life
Eulette Edwards, Financial Professional - New York Life is a finance and insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution provides expert guidance on creating investment strategies, planning for future financial needs, and setting up estate plans to protect legacies. They also offer insurance options for employees, executives, business owners, and small businesses, as well as charitable giving and financial support for bereavement, education, and workplace initiatives. Eulette Edwards, a Registered Representative & Insurance Agent, is dedicated to helping clients understand their financial options and achieve their goals through personalized approaches tailored to their unique needs and circumstances. The institution aims to provide peace of mind and financial security for clients and their families, helping them navigate life's journey with confidence and support.
Kasey Robbins, Financial Professional - New York Life
Kasey Robbins, Financial Professional at New York Life, located in Sunrise, Florida, offers a range of financial and insurance services. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, managing investments with market potential, and creating education and retirement savings plans. They also offer insurance options for businesses and employees. Kasey Robbins is dedicated to helping clients understand their financial needs and goals, providing personalized strategies for long-term financial security. With a focus on giving back to the community and charitable initiatives, Kasey Robbins and New York Life aim to support clients through all stages of life.
Sunrise Apartments
Sunrise Apartments is a premier real estate agency located at 4350 West Fairfield Drive in Pensacola, Florida. Our modern and luxurious apartments offer residents a comfortable and convenient living experience. With spacious floor plans, top-of-the-line amenities, and a prime location in the heart of Pensacola, Sunrise Apartments is the perfect place to call home. Our friendly and professional staff is dedicated to providing exceptional service to our residents, ensuring that their needs are always met. Experience the best in apartment living at Sunrise Apartments.
New York Life: Thomas Perla
New York Life: Thomas Perla is an insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution helps pay for everyday tasks, replace lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They also provide guidance on creating an investment strategy, setting up an estate plan, and offer insurance options for employees, executives, and business owners. With a focus on charitable giving and community support, New York Life: Thomas Perla aims to make a difference at both local and national levels. Their Registered Representative & Insurance Agent, Perla Thomas, is dedicated to helping clients understand their options and achieve their financial goals. Whether you're looking for life insurance, long-term care insurance, or investment solutions, New York Life: Thomas Perla is committed to helping you protect your family's future and achieve financial security.
New York Life South Florida
New York Life South Florida, located at 1300 Concord Terrace in Sunrise, Florida, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. They provide coverage for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with market potential. Additionally, they offer guidance on investment strategies, estate planning, and insurance options for employees, executives, and business owners. New York Life is committed to charitable giving and community support, and offers opportunities for personal and professional growth within a diverse and welcoming workplace. As a New York Life partner, individuals can become financial advisors with the support of a Fortune 100 company, allowing them to build their own practice and make a difference in people's lives. With access to industry-leading tools, training, and resources, New York Life offers flexibility and potential benefits for those looking to pursue a career in the financial industry.
Rupert Brown - State Farm Insurance Agent
Rupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
New York Life: Weissbaum Alan
New York Life: Weissbaum Alan is an insurance agency located at 1300 Concord Terrace, Sunrise, Florida, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, and guidance for creating an estate plan. They also offer insurance for employees, executives, and business owners, as well as charitable giving and financial support for bereavement, education, and local initiatives. The institution is led by Registered Representative & Insurance Agent Alan I. Weissbaum, who helps clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term strategies, they aim to protect families now and into the future. Their services range from life insurance to financial planning, helping clients navigate life's biggest moments and prepare for retirement. With a diverse and welcoming workplace, New York Life: Weissbaum Alan is recognized as an industry leader in providing financial security and peace of mind for their clients.
Hassan Law, P.A.
Hassan Law, P.A. is a reputable law firm based in Sunrise, Florida. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need. Located at 490 Sawgrass Corporate Parkway, Hassan Law, P.A. is dedicated to offering top-notch legal services to individuals and businesses throughout the United States. Whether you are facing a personal injury case, need assistance with business law, or require help with estate planning, Hassan Law, P.A. is here to help. Trustworthy, professional, and committed to achieving the best possible outcome for their clients, Hassan Law, P.A. is a trusted name in the legal community.
Caminero Law
Caminero Law is a reputable law firm located at 1560 Sawgrass Corporate Parkway in Sunrise, Florida. Specializing in various areas of law, their team of experienced attorneys provide expert legal advice and representation to clients in need. Whether you are facing a personal injury case, family law matter, or need assistance with estate planning, Caminero Law is dedicated to serving your legal needs with professionalism and integrity. Contact them today for a consultation to discuss your legal issues and find the best solution for your situation.
Robinson Pecaro & Mier,P.A.
Robinson Pecaro & Mier, P.A. is a prominent law firm located at 510 Shotgun Road in Sunrise, Florida, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Robinson Pecaro & Mier, P.A. is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need legal advice, the skilled professionals at this institution are ready to assist you.
The Law Office of Charles H. Cohen
The Law Office of Charles H. Cohen is a reputable legal practice located at 4300 North University Drive in Sunrise, Florida, United States. Specializing in various areas of law, Charles H. Cohen and his team of experienced lawyers are dedicated to providing expert legal advice and representation to individuals and businesses alike. With a commitment to excellence and a track record of successful cases, clients can trust in the professionalism and expertise of The Law Office of Charles H. Cohen for all their legal needs.
Leeder Law
Leeder Law is a reputable law firm located at 8551 West Sunrise Boulevard in Plantation, Florida. Specializing in various legal services, the experienced team of lawyers at Leeder Law is dedicated to providing top-notch legal representation to their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, Leeder Law has the expertise to guide you through the legal process with professionalism and efficiency. Trust Leeder Law to protect your rights and provide expert legal advice in the United States.
The Law Offices of Gail M. Fisher
The Law Offices of Gail M. Fisher, located at 8551 West Sunrise Boulevard in Plantation, Florida, is a reputable law firm specializing in various legal matters. With a team of experienced lawyers led by Gail M. Fisher, the firm provides expert legal representation and guidance to clients in need of legal assistance. From personal injury cases to family law matters, The Law Offices of Gail M. Fisher is dedicated to serving the community with professionalism and integrity. Contact them today for a consultation to discuss your legal needs.
Law Office of Paul E. Gifford
The Law Office of Paul E. Gifford is a reputable legal institution located at 1975 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. Specializing in various areas of law, Attorney Paul E. Gifford provides expert legal services and representation to clients in need. With a focus on professionalism, integrity, and personalized attention, the Law Office of Paul E. Gifford is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Attorney Gifford is here to help. Contact the Law Office of Paul E. Gifford today for a consultation.
Lisa K. Crawford, Esq.
Lisa K. Crawford, Esq. is a reputable institution located at 1975 East Sunrise Boulevard, Fort Lauderdale, Florida, United States. Specializing in finance, law, and real estate, this institution offers expert services in legal matters, financial planning, and property transactions. With a team of experienced professionals led by Lisa K. Crawford, clients can expect personalized and top-notch assistance in navigating the complexities of the legal and real estate world. Whether you need assistance with estate planning, real estate transactions, or financial advice, Lisa K. Crawford, Esq. is dedicated to providing exceptional service to meet your needs.
Luis Ugalde - Insurance Agent & Investment Adviser
Luis Ugalde - Insurance Agent & Investment Adviser is a reputable finance and insurance agency located at 13789 Northwest 4th Street in Sunrise, Florida, United States. With years of experience in the industry, Luis Ugalde provides expert guidance and personalized solutions to meet the insurance and investment needs of individuals and businesses. Whether you are looking for comprehensive insurance coverage or seeking to grow your wealth through strategic investments, Luis Ugalde is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and secure your financial future.
Neil Jesani Advisors
Neil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
JW Law Firm
JW Law Firm is a reputable legal institution located at 14201 West Sunrise Boulevard in Sunrise, Florida, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized solutions to our clients. Whether you are facing a complex litigation case, need assistance with estate planning, or require legal advice for your business, JW Law Firm 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 professionalism and care. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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.
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.
Raymond James Financial Services
Raymond James Financial Services is a leading finance institution located at 1580 Sawgrass Corporate Parkway in Sunrise, Florida, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to clients. Whether you are looking for retirement planning, portfolio management, or investment advice, Raymond James Financial Services has the expertise and resources to help you achieve your financial goals. Trust in Raymond James to provide you with personalized and professional financial guidance.
Cetera Investors
Cetera Investors is a finance institution located at 13450 West Sunrise Boulevard in Sunrise, Florida, United States. Our team of financial professionals are independent, allowing them to provide personalized guidance and recommendations based on your unique goals. Whether you are planning for retirement or looking to invest tax-smart, we are here to help you navigate the path to financial success. With years of experience serving the community, we are dedicated to helping you achieve a stronger financial future. Our partnership with you is built on trust, clarity, and transparency, as we work together towards greater financial well-being. Contact us today to learn more about how we can help you plan for a brighter tomorrow.
Accurate Returns
Accurate Returns is a professional institution located at 8045 West Oakland Park Boulevard in Sunrise, Florida, United States. Specializing in accounting, finance, and legal services, we are dedicated to providing our clients with the best possible returns for their taxes and estates. Our team of experts is experienced in navigating the complexities of tax laws and regulations to ensure that you receive the maximum benefits. At Accurate Returns, we value your time and understand the importance of efficient and accurate tax filing. Our goal is to make the process as easy and stress-free as possible, allowing you to focus on what matters most to you. Whether you need a simple review of your financials or a comprehensive tax planning strategy, we are here to guide you every step of the way.
EVOLVE FINANCIAL SERVICES
Evolve Financial Services is a leading accounting and finance institution located at 7771 West Oakland Park Boulevard in Sunrise, Florida, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management, tax planning, and investment strategies. Whether you are looking for assistance with budgeting, bookkeeping, or retirement planning, we are here to provide personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you evolve your financial future.
LuxMex
LuxMex is a prestigious real estate and travel agency located at 6945 Sunrise Terrace in Coral Gables, Florida, United States. Specializing in luxury vacation rentals in Los Cabos, Mexico, LuxMex offers unparalleled experiences for its guests. From Michelin starred chef services to private yacht charters, the staff at LuxMex goes above and beyond to provide a world-class experience for all guests. Whether you are looking for a lavish villa, a luxurious yacht, or a private jet, LuxMex has handpicked the most magnificent properties and transportation options to ensure a truly unforgettable vacation. The attention to detail and level of service provided by LuxMex is unmatched, making every moment of your vacation special and memorable.
Columbia Management
Columbia Management is a reputable real estate agency and travel agency located at 2621 Sunrise Shores Drive in Kissimmee, Florida, United States. With a team of experienced professionals, Columbia Management offers a wide range of services including property management, real estate sales, vacation rentals, and travel planning. Whether you are looking to buy or sell a property, rent a vacation home, or plan a dream vacation, Columbia Management is dedicated to providing top-notch service and expertise to meet all of your real estate and travel needs. Visit us today to experience the exceptional service and professionalism that sets Columbia Management apart from the rest.
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