Wealth transfer strategies in Las Vegas, Nevada
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Legacy Wealth Estate Planning & Probate Attorneys
● OpenLegacy Wealth Estate Planning & Probate Attorneys is a reputable law firm located in Las Vegas, Nevada. Our team of experienced attorneys specializes in estate planning and probate law, helping clients secure their financial legacies and navigate the complexities of the probate process. With a focus on personalized service and attention to detail, we work closely with our clients to develop comprehensive estate plans tailored to their unique needs and goals. Whether you are looking to protect your assets for future generations or need assistance with the administration of a loved one's estate, our team is here to provide expert guidance and support every step of the way. Visit us at 4195 South Grand Canyon Drive to learn more about how we can help you plan for the future and protect your legacy.
4195 S Grand Canyon Dr #106b, Las Vegas, NV 89147, United States -
Tax and Wealth Group
● ClosedTax and Wealth Group is a leading finance institution located at 2380 North Buffalo Drive in Las Vegas, Nevada, United States. Our team of experts specializes in providing comprehensive tax and wealth management services to individuals and businesses. With a focus on maximizing financial growth and minimizing tax liabilities, we tailor our strategies to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, invest wisely, or navigate complex tax laws, Tax and Wealth Group is dedicated to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2380 N Buffalo Dr Ste 125, Las Vegas, NV 89128, United States -
Nevada Family Wealth
● ClosedNevada Family Wealth is a leading finance institution located at 6053 South Fort Apache Road in Las Vegas, Nevada. Our team of experienced professionals is dedicated to helping families manage and grow their wealth through personalized financial planning and investment strategies. Whether you're looking to build a secure financial future or preserve and transfer your wealth to future generations, Nevada Family Wealth is here to provide expert guidance and support every step of the way. Trust us to help you achieve your financial goals and secure your family's future.
6053 S Fort Apache Rd #140, Las Vegas, NV 89148, United States -
Merrill Lynch Financial Advisor Stamen Matev
● ClosedAs a Merrill Lynch Financial Advisor located at 400 South Rampart Boulevard in Las Vegas, Nevada, Stamen Matev is dedicated to providing robust, long-term financial strategies to families, individuals, and successful business owners. With a team of specialists, Stamen offers a wide array of financial services including investment management, retirement planning, education planning, estate & wealth transfer, and life & long-term care advice. By incorporating Behavioral Finance with conventional Wealth Management practices, Stamen ensures that his investment approach is tailored to each client's unique investment personality and goals. Stamen joined Merrill Lynch Wealth Management in 2011 after completing his Master of Business Administration in Finance from UNLV. He is committed to building enduring relationships with his clients through outstanding service and personalized financial strategies. Stamen's leisure activities include Tai-Chi, astronomy, snowboarding, swimming, and traveling to explore new cultures.
400 S Rampart Blvd, Las Vegas, NV 89145, United States -
Merrill Lynch Financial Advisor Scott R Hokanson
● ClosedMerrill Lynch Financial Advisor Scott R Hokanson, located at 400 South Rampart Boulevard, Las Vegas, Nevada, United States, is dedicated to collaborating with clients to help them accumulate, grow, and preserve their wealth. With a focus on trust, approachability, and transparency, Scott works with clients to achieve their unique financial goals in today's dynamic environment. As a third generation native of Las Vegas, Scott has a strong passion for the community and family, and is committed to providing efficient and tailored financial strategies for professionals, families, and business owners. By listening to clients' goals and priorities, Scott creates personalized plans centered around their aspirations, whether it's retirement planning, education funding, or wealth transfer. With access to the investment insights of Merrill and banking solutions from Bank of America, Scott helps clients manage, grow, and preserve their wealth while staying on track to achieve their financial objectives. As a Chartered Retirement Planning Counselor™, Scott is equipped to provide personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on building a strong, one-on-one relationship with clients, Scott is dedicated to helping them navigate the complexities of their financial lives and live their best financial life.
400 S Rampart Blvd, Las Vegas, NV 89145, United States -
Bank of America Private Client Advisor Steven L McCracken
● OpenBank of America Private Client Advisor Steven L McCracken, located at 400 South Rampart Boulevard in Las Vegas, Nevada, is a Senior Vice President with over 30 years of experience in banking. Steve and his team offer personalized advice and guidance in investment management, credit services, trust and estate planning, and wealth transfer strategies. They take a consultative approach, focusing on understanding each client's unique goals and aspirations. Steve, a graduate of William Jewell College and the University of Nevada-Las Vegas, is passionate about supporting his community and enjoys spending time with his family, watching sports, and playing golf. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on meeting the financial needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with innovative strategies to help clients navigate the complexities of managing significant wealth. Please note that you are leaving the Bank of America Private Bank's website when directed to FINRA’S BrokerCheck. We strive to provide information about products and services that may be of interest to you, and you may opt out of online behavioral advertising if desired. Investing involves risk, and it is advisable to consult legal and tax advisors before making financial decisions. Bank of America does not serve in a fiduciary capacity with all products or services offered.
400 S Rampart Blvd, Las Vegas, NV 89145, United States -
Bank of America Private Client Advisor Margaret Quinones
● OpenBank of America Private Client Advisor Margaret Quinones is a Vice President and Private Client Advisor located at 400 South Rampart Boulevard in Las Vegas, Nevada. She works with ultra-high-net-worth families, executives, entrepreneurs, and individuals to address various aspects of their financial lives. Margaret leads a team of specialists who collaborate to optimize investment management, credit solutions, cash management, estate planning, and wealth transfer. She tailors her services to each client's unique circumstances, prioritizing their life goals and professional aspirations. With her extensive knowledge and network within Bank of America, Margaret connects clients to the resources that best suit their needs, providing a personalized and impactful experience. Margaret has been with Bank of America since 2012, starting as a Merrill Financial Advisor in Philadelphia before transitioning to her current role in Las Vegas. She holds a master's degree in human resource development from Villanova University and is actively involved in community service and professional organizations. Bank of America Private Bank has a rich history of helping clients manage significant wealth for over 200 years, offering personalized strategies and innovative solutions to meet financial objectives. They prioritize client goals and provide disciplined financial strategies to navigate changing markets and evolving financial landscapes.
400 S Rampart Blvd, Las Vegas, NV 89145, United States -
Merrill Lynch Financial Advisor Bradley W Pickering
● ClosedMerrill Lynch Financial Advisor Bradley W Pickering is a finance institution located at 400 South Rampart Boulevard, Las Vegas, Nevada, United States. The team at Merrill Lynch works together with clients to understand their unique priorities and financial goals, providing personalized service and building strong client relationships based on trust. The advisors at Merrill Lynch have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. They focus on helping clients plan for retirement, transferring wealth to the next generation, and achieving personally meaningful financial goals. With access to the global resources of Merrill, the team is committed to helping clients manage, grow, and preserve their wealth while staying informed about market fluctuations and life changes. The Merrill Personal Wealth Analysis™ tool is used to build and document personalized financial plans centered on clients' goals. The advisors at Merrill Lynch are dedicated to understanding each client's unique situation and providing tailored investment strategies to help them pursue their financial aspirations.
400 S Rampart Blvd #300, Las Vegas, NV 89145, United States
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