Customized estate planning in Hendersonville, NC
12 results found
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Envision Planning, LLC
● ClosedEnvision Planning, LLC is a finance institution located at 212 South Grove Street in Hendersonville, North Carolina, United States. We specialize in creating programs and portfolios to help our clients meet their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our team of credentialed professionals is here to assist you. As fee-only financial planners and fiduciaries, we always prioritize our clients' interests above all else. Lenward Wesley Jones III, Managing Member of Envision, holds a Bachelor of Science in Business Administration and is a Certified Public Accountant (CPA). He also obtained a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services. Karen G. Jones, Member of Envision and office manager, earned a Bachelor of Science in Elementary Education and specializes in planning, organization, and administration.
212 S Grove St Suite A, Hendersonville, NC 28792, United States -
The Juengel Agency
● ClosedThe Juengel Agency is a versatile institution located at 1278 Hendersonville Road in Asheville, North Carolina, United States. As a multi-faceted agency, we specialize in providing top-notch services in insurance, real estate, and travel. Our team of experienced professionals is dedicated to helping our clients find the best insurance coverage, properties, and travel packages to fit their needs. Whether you're looking for a new home, planning a vacation, or seeking reliable insurance options, The Juengel Agency is here to assist you every step of the way. Visit us today to experience our exceptional customer service and expertise in all three areas.
1278 Hendersonville Rd C, Asheville, NC 28803, United States -
Braeburn Bungalow
● OpenBraeburn Bungalow is a charming real estate and travel agency located at 1003 Highland Avenue in Hendersonville, North Carolina. Specializing in vacation rentals, property sales, and travel planning, Braeburn Bungalow offers personalized services to help clients find their dream home or plan the perfect getaway. With a team of experienced agents and travel experts, this institution is dedicated to providing top-notch service and creating unforgettable experiences for every customer. Visit Braeburn Bungalow to turn your real estate and travel dreams into reality.
1003 Highland Ave, Hendersonville, NC 28792, United States -
Strauss Attorneys PLLC
● ClosedStrauss Attorneys PLLC is a law firm located in Hendersonville, North Carolina, specializing in estate planning and administration. Their team of experienced attorneys offers strategies to achieve tax savings and simplify the estate administration process. They also assist clients in qualifying for Medicaid to cover living expenses and provide guidance on creating, running, transferring, or selling a business. The firm takes a holistic approach to estate planning, working closely with clients to identify their needs and objectives. They offer customized estate plans to grant peace of mind and remain in constant communication with clients throughout the process. In addition, they assist clients in qualifying for Medicaid for long-term nursing care and provide guidance on VA disability benefits for veterans.
104 N Washington St, Hendersonville, NC 28739, United States -
Alexander, William M Jr
● OpenAlexander, William M Jr is a reputable lawyer located at 559 North Justice Street in Hendersonville, North Carolina, United States. With years of experience in the legal field, Alexander offers expert legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Alexander, William M Jr is dedicated to providing top-notch legal counsel and guidance. Trust in his expertise and professionalism to help you navigate the complexities of the legal system and achieve a favorable outcome.
559 N Justice St, Hendersonville, NC 28739, United States -
Lee C. Mulligan
● OpenLee C. Mulligan is a lawyer located at 104 North Washington Street in Hendersonville, North Carolina. Specializing in estate planning, charitable planning, trust and probate administration, as well as business formation and succession, Lee Mulligan has been practicing law with Strauss Attorneys, PLLC since 1999. As the managing attorney of the Hendersonville office, Lee brings a wealth of experience in corporate law, environmental law, and anti-trust compliance from her previous practice in New York and New Jersey. Lee Mulligan is a native of Ohio and is married to Thomas Mulligan, President of Summit Title Insurance in Hendersonville. They have one son, Paul Morse, who resides in New Jersey with his wife, Anna Pond, and their son, Sebastian.
104 N Washington St, Hendersonville, NC 28739, United States -
Pisgah Clean
● OpenPisgah Clean is a reputable real estate and travel agency located at 257 Arrowhead Trail in Hendersonville, North Carolina, United States. Specializing in providing top-notch services for both buying and selling properties, as well as organizing memorable travel experiences for clients. With a dedicated team of professionals, Pisgah Clean is committed to delivering exceptional customer service and exceeding expectations. Contact us today to explore your real estate options or plan your next adventure with us.
257 Arrowhead Trail, Hendersonville, NC 28739, United States -
By Your Side Legal Services
● OpenBy Your Side Legal Services is a trusted law firm located at 355 Orchard Circle in Hendersonville, North Carolina. Our team of experienced attorneys is dedicated to providing personalized legal services to clients in need of guidance and representation. Whether you are facing a family law matter, need assistance with estate planning, or require help with a real estate transaction, we are here to support you every step of the way. At By Your Side Legal Services, we prioritize communication, professionalism, and a commitment to achieving the best possible outcome for our clients. Contact us today to schedule a consultation and see how we can help you with your legal needs.
355 Orchard Cir, Hendersonville, NC 28739, United States -
Brittany Place Apartments
● ClosedBrittany Place Apartments is a premier real estate agency located at 41 Brittany Place Drive in Hendersonville, North Carolina. Our luxurious apartments offer modern amenities and spacious floor plans, making it the perfect place to call home. Conveniently located in a bustling community, residents can enjoy easy access to shopping, dining, and entertainment options. Our friendly staff is dedicated to providing exceptional customer service and ensuring that our residents have a comfortable living experience. Come experience the charm and convenience of Brittany Place Apartments today!
41 Brittany Pl Dr, Hendersonville, NC 28792, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 707 North Main Street in Hendersonville, North Carolina, is a finance institution that offers a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. They provide financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They collaborate with outside professionals such as accountants and tax attorneys to ensure comprehensive financial strategies are in place.
707 N Main St, Hendersonville, NC 28792, United States -
Commonwealth Capital
● OpenCommonwealth Capital is a reputable finance institution located at 1119 Hendersonville Road in Asheville, North Carolina, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
1119 Hendersonville Rd, Asheville, NC 28803, United States -
Merrill Lynch Financial Advisor Keith Holloway
● ClosedMerrill Lynch Financial Advisor Keith Holloway is a finance institution located at 707 North Main Street, Hendersonville, North Carolina, United States. Keith Holloway has been in the financial services industry since 2011 and joined Merrill in 2020. His focus is on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Keith is a graduate of Appalachian State University with a bachelor's degree in Psychology and lives in Hendersonville with his wife, Lara, and their three children. They are active in the community, supporting education. At Merrill Lynch Wealth Management, Keith Holloway offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. He believes in putting clients first and focuses on understanding their goals and priorities to create a customized approach that reflects their unique needs and financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, Keith works with clients to develop an approach designed to address their financial needs.
707 N Main St, Hendersonville, NC 28792, United States
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