TOP 30 Best Strategic estate planning in Miami, Florida
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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.
MassMutual Miami
MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.
Miami Prime Management
Miami Prime Management is a reputable institution located at 90 Southwest 3rd Street in the vibrant city of Miami, Florida. With a strong focus on providing top-notch management services, Miami Prime Management offers a wide range of solutions to meet the needs of businesses and individuals alike. From property management to financial planning, our dedicated team of professionals is committed to delivering exceptional service and results. Whether you are looking to optimize your business operations or secure your financial future, Miami Prime Management is here to help you succeed. Contact us today to learn more about how we can assist you in reaching your goals.
Strategic Investment Services
Strategic Investment Services is a leading financial institution located at 14248 Southwest 158th path in Miami, Florida, United States. Specializing in strategic investment planning and services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our customized solutions and personalized approach ensure that your financial needs are met. Contact us today to learn more about how Strategic Investment Services can help you secure a prosperous financial future.
Buckingham Strategic Wealth
Buckingham Strategic Wealth is a finance institution located at 801 Brickell Avenue in Miami, Florida, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to financial planning. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham provides insights on how policy changes may impact various sectors and industries. Additionally, they offer guidance on maximizing the benefits of restricted stock units (RSUs) for organizations looking to retain top talent. Understanding your values and financial goals is at the core of Buckingham's approach to creating a customized financial plan tailored to your needs.
Miami Partners Development
Miami Partners Development is a finance institution located at 3701 North Country Club Drive, Aventura, Florida, United States. We specialize in investment projects in Florida with a guarantee in real estate. With over 12 years of experience in developing properties for financial investment in South Florida, and our associates have over 15 years of experience in the financial, construction, and real estate sectors. Investors become owners of a tangible asset from the start of the project, including the land, plans, permits, and property. Throughout the process, we provide support from the purchase of the land to the sale of the property. Our investment projects are backed by the security of Florida Real Estate and are the best option to protect and diversify your investments.
Law Offices of Joseph M Dobkin
The Law Offices of Joseph M. Dobkin, located in Miami, Florida, offers over 40 years of legal experience in finance and law. Attorney Dobkin personally handles each case with professionalism and dedication to ensure all client needs are met. With a knowledgeable and friendly staff, Attorney Dobkin approaches each case with respect and dignity, understanding the client's goals and needs. Known for his strategic approach and hard work, Attorney Dobkin builds strong relationships with his clients and provides exceptional legal advice and representation. Serving clients throughout Florida, the Law Offices of Joseph M. Dobkin is a trusted and reputable institution that prioritizes professionalism, expertise, and empathy in all legal matters. Contact them today for a confidential consultation to discuss your case.
The Lions' Den, Attorneys at Law
The Lions' Den, Attorneys at Law is a law firm located at 1395 Brickell Avenue in Miami, Florida. Our institution upholds Christian values and strives to serve all individuals with love and compassion. We begin each day with prayer, believing that our firm, clients, and cases will be blessed. Founding Attorney Jonathan May is a graduate of Nova Southeastern University Shepard Broad College of Law and is admitted to the Florida Bar and various federal courts. He has been recognized as a Superlawyer and has received numerous legal advocacy awards for his outstanding work in immigration, business, and other areas of law.
BARTHOLE CONSULTING - Tax, Accounting, Management Consulting
Barthole Consulting is a renowned institution offering a wide range of financial services including tax preparation, accounting, and management consulting. Located in Miami, Florida, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax planning, bookkeeping, or strategic business advice, Barthole Consulting is here to assist you every step of the way. Visit us at 8900 Southwest 117th Avenue to learn more about how we can help you achieve your financial goals.
USA Gestiones, LLC
USA Gestiones, LLC is a finance institution located at 990 Biscayne Boulevard, Miami, Florida, United States. We successfully execute all the necessary and mandatory procedures to register your company, including domiciliation in our offices, registered agent, tax identification number, and more. With the most competitive prices, the best team, and top-notch facilities, we are your trusted company to expand your horizons in the United States. Our mission at USA Gestiones is to facilitate the procedures that a company or client may need in the United States. Our services range from creating or expanding your company to making high-yield investments in various sectors such as importation, transportation, large real estate projects, American companies, start-ups, and more.
Stewards of Capital & Company
Stewards of Capital & Company is a leading finance institution located at 7301 Southwest 57th Court in South Miami, Florida, United States. Our team of experienced professionals are dedicated to helping individuals and businesses make informed financial decisions to grow and protect their wealth. From investment management to financial planning, we provide a range of services tailored to meet our clients' specific needs. Trust Stewards of Capital & Company to be your partner in financial success.
Tu Gestion en USA
"Tu Gestion en USA is a leading institution located at 1200 Brickell Avenue in Miami, Florida, dedicated to providing comprehensive business management services for clients in the United States. With a team of experienced professionals, we offer a range of solutions to help businesses thrive and succeed in the competitive market. From financial planning to strategic development, our services are tailored to meet the unique needs of each client. Trust Tu Gestion en USA to be your partner in success."
Law Offices of Veronica Lopez-Calleja, PA
The Law Offices of Veronica Lopez-Calleja, PA is a reputable legal institution located in Miami, Florida. Led by experienced attorney Veronica Lopez-Calleja, the firm provides expert legal services in various areas of law, including family law, immigration law, and personal injury law. With a dedication to serving clients with professionalism and integrity, the firm is committed to achieving the best possible outcomes for its clients. Conveniently situated at 13335 Southwest 124th Street, the Law Offices of Veronica Lopez-Calleja, PA is a trusted destination for individuals seeking reliable legal representation in the Miami area.
My CPA, PA
My CPA, PA is a premier accounting and finance institution located at 15800 Pines Boulevard in Pembroke Pines, Florida, United States. Our team of expert Miami CPAs is dedicated to providing comprehensive services to help individuals and businesses manage their finances with ease. At My CPA, PA, we offer a range of online apps to streamline your business transactions and make working with us simple and convenient. Our experienced team can handle payroll processing, tax planning, and preparation, as well as provide deep analysis and strategic guidance to help you make informed business decisions.
Advanced Tax Advisors
Advanced Tax Advisors is a premier accounting and finance institution located at 777 Brickell Avenue in Miami, Florida, United States. Our experienced staff specializes in helping real estate professionals save a significant amount of taxes every year. We offer expert analysis, compliance with standards and regulations, and personalized tax solutions to help your business thrive. Our founder, Jose A. Ramirez, is a seasoned entrepreneur with a background in corporate accounting. With years of experience managing businesses and strategizing with real estate professionals, Jose has helped clients save thousands in taxes and increase sales growth. As an Enrolled Agent licensed by the U.S. Treasury, Jose is dedicated to helping clients keep more cash and acquire income-producing assets.
Moore Rabinowitz Law
Moore Rabinowitz Law is a boutique law firm located in Plantation, Florida, specializing in family law and civil litigation. With over 80 years of combined experience, our AV Rated and board-certified attorneys serve clients throughout Florida, including Broward County, Miami-Dade County, Palm Beach County, Monroe County, and the entire Miami area. Our team takes a collaborative and results-driven approach to provide personalized legal counsel tailored to each client's unique needs. We handle a variety of family law matters, such as prenuptial agreements, divorce cases, and paternity disputes, with empathy and strategic planning.
Barry A. Nelson - Law Offices of Nelson & Nelson PA
Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.
EM Financial Services, Llc.
EM Financial Services, Llc. is a leading finance institution located at 13500 Southwest 88th Street in Miami, Florida, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth preservation. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you secure your financial future.
Dagel Financial Inc
Dagel Financial Inc is a reputable finance institution located at 8900 Southwest 117th Avenue in Miami, Florida, United States. With a team of experienced professionals, Dagel Financial Inc offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Dagel Financial Inc is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Dagel Financial Inc is committed to providing personalized and strategic financial advice to help clients secure their financial future.
Levanti Wealth
Levanti Wealth is a prestigious finance institution located at 4929 Southwest 74th Court in Miami, Florida, United States. With a strong focus on wealth management and financial planning, Levanti Wealth offers a wide range of exciting opportunities for individuals and businesses looking to grow and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Levanti Wealth is here to help you navigate the complexities of the financial world with confidence and peace of mind.
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.
M&A Wealth
M&A Wealth is a leading finance institution located at 1110 Brickell Avenue in the vibrant city of Miami, Florida, United States. We specialize in providing expert financial services and wealth management solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic investment and financial planning. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, M&A Wealth is here to provide personalized and tailored solutions to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.
Bress Law Firm, PLLC
Bress Law Firm, PLLC is a boutique law firm located at 2980 Northeast 207th Street, Aventura, Florida, United States. Led by attorney Michael N. Bress, the firm specializes in Estate Planning, Business Law, and Landlord and Tenant Law. With a focus on providing premium and personal legal services at reasonable prices, Bress Law Firm serves clients throughout Miami and Broward. In the area of Estate Planning, the firm offers services such as legal counseling, will preparation, trust establishment, and power of attorney drafting. For businesses of all sizes, Bress Law Firm provides legal counsel, business entity formation, contract drafting, and representation in real estate transactions and disputes. Additionally, the firm represents both landlords and tenants in various Landlord and Tenant matters, including eviction disputes and breach of rental agreements.
Axiom Advisors
Axiom Advisors is a leading accounting and finance institution located at 218 Northwest 24th Street in Miami, Florida, United States. Our team of experienced professionals provides expert financial advice and strategic guidance to individuals and businesses alike. With a focus on integrity, accuracy, and innovation, we are dedicated to helping our clients achieve their financial goals and maximize their success. Whether you need help with tax planning, investment strategies, or business consulting, Axiom Advisors is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you reach your financial objectives.
Law Offices Gregory Curtis
The Law Offices of Gregory Curtis, located at 17325 Northwest 27th Avenue in Miami Gardens, Florida, is a reputable law firm specializing in a variety of legal services. With a focus on providing personalized attention to each client, Gregory D. Curtis and his team offer high-quality legal representation at an affordable cost. From handling misdemeanor and felony crimes to civil law cases and family law matters, the firm is dedicated to assisting clients with their legal needs. With years of experience in both State and Federal courts, Gregory D. Curtis is a trusted attorney in the Miami area. Contact the Law Offices of Gregory Curtis for a consultation and see how they can help with your legal concerns.
The Hachar Law Group
The Hachar Law Group, located at 7900 Oak Lane in Miami Lakes, Florida, is a reputable institution specializing in various legal services. Our Entertainment Law team excels in building relationships, developing strategies, and utilizing their expertise to serve clients in a variety of capacities. The immigration team brings years of experience to assist clients through the immigration process. The focus in litigation is on contractual, business, and entertainment-related disputes, approached with a strategic mindset. We value each client as an individual with unique needs and situations, providing personalized attention. The Estate & Probate department caters to celebrities, high net worth individuals, and those looking to preserve their legacy. Our team of professionals is dedicated to offering advice to help clients advance their careers. With a win-win mentality, we aim to help clients succeed while providing the best possible outcomes.
Sheleen G Khan Law Office
Sheleen G Khan Law Office is a trusted institution located at 13499 Biscayne Boulevard in North Miami, Florida, United States. Specializing in finance and legal services, Attorney Sheleen G. Khan is dedicated to providing reliable legal counsel for foreclosures and evictions. With a deep understanding of the law and individual circumstances, she works closely with clients to create personalized plans for success. Ms. Khan is experienced in debt relief, foreclosure avoidance, lien reduction, landlord/tenant issues, real estate matters, condominium disputes, loan modification, contract litigation, and bankruptcy. Notably, she has successfully won lawsuits against foreclosure lenders, like HSBC, helping clients save their homes and eliminate mortgage debt.
Coffey Burlington
Coffey Burlington is a prestigious law firm located at 2601 South Bayshore Drive in Miami, Florida. With a strong reputation for excellence and a commitment to providing top-notch legal services, Coffey Burlington serves clients in a wide range of practice areas including corporate law, litigation, real estate, and more. The firm's team of experienced attorneys are dedicated to providing personalized and strategic legal solutions to meet the unique needs of each client. Whether you are a business owner, individual, or organization, Coffey Burlington is dedicated to helping you navigate the complex legal landscape with skill and expertise.
AYS Financial Services Inc
AYS Financial Services Inc is a leading financial institution located at 474 Northeast 125th Street in North Miami, Florida. Specializing in finance, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, AYS Financial Services Inc is your trusted partner in financial success.
Tax Resource Center
The Tax Resource Center is a professional institution specializing in accounting and finance services. Located at 20401 Northwest 2nd Avenue in Miami, Florida, United States, the center offers expert guidance and resources for individuals and businesses seeking assistance with tax planning, preparation, and compliance. With a team of experienced professionals, the Tax Resource Center is dedicated to providing personalized solutions to help clients navigate the complexities of the tax system and achieve financial success. Whether you are looking for help with tax filing or strategic financial planning, the Tax Resource Center is here to support you every step of the way.
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