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TOP 30 Estate tax planning in Scranton, PA
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Glynn D Murphy CPA
Glynn D Murphy CPA is a reputable accounting and finance institution located at 711 Davis Street in Scranton, Pennsylvania, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their dedication to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Glynn D Murphy CPA is committed to helping you achieve your financial goals.
LUNA Financial Services LLC
LUNA Financial Services LLC is a reputable finance and insurance agency located at 1526 Oram Street in Scranton, Pennsylvania. Our dedicated team of professionals is committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking for insurance coverage or seeking investment advice, LUNA Financial Services LLC is here to help you navigate the complexities of the financial world. Trust us to provide you with reliable and trustworthy services to secure your financial future.
Alliance Wealth Advisors
Alliance Wealth Advisors, located at 538 Spruce St in Scranton, Pennsylvania, offers a smarter approach to wealth management and financial planning. As an independent SEC registered investment firm, we provide advice and planning services to individuals, families, and businesses. Our experienced advisors work with clients to navigate every stage of their financial lives, offering tools to make better financial decisions in a complex financial world. At Alliance Wealth Advisors, our mission is to build deep relationships with our clients while providing individualized and unbiased expertise rooted in our core values of integrity, accountability, and relentless execution. We understand the importance of building and preserving a legacy, whether it be through private wealth management, estate planning, or wealth transfer.
Financial Transitions Advisors
Financial Transitions Advisors is a finance institution located at 1101 Penn Avenue, Scranton, Pennsylvania, United States. We prioritize meeting with clients in person to ensure the appropriate financial plan is in place. For those who prefer online meetings, we utilize technology such as video conference and screen sharing. Our services include Investment Risk Assessment, Portfolio Analysis, Access to Full-Service Brokerage, Policy Review, Annuities, Beneficiary Analysis, Critical Illness Solutions, Long-Term Care Insurance, Life Insurance, Disability Insurance, Cash Flow Analysis, Asset Accumulation, Retirement Income Planning, Tax Planning Strategies, Business Succession Planning, and Employee Benefits.
Merrill Lynch Financial Advisor Jude J Leibman
Merrill Lynch Financial Advisor Jude J Leibman, located at 417 Lackawanna Avenue in Scranton, Pennsylvania, is part of The Hudacek, Leibman & MacGregor Group. They cater to successful individuals in Eastern Pennsylvania and other states, including business owners, attorneys, physicians, and accountants. The team, comprised of professionals from different generations, focuses on building lasting relationships with clients and their families. They simplify financial matters and offer personalized recommendations through regular discussions and education. The group's primary focus is on helping clients achieve their retirement goals and financial objectives. They offer planning-based strategies to assist clients in areas such as college savings, liquidity events, and real estate investments. For business owners with 401k plans, they provide guidance on deferring income and minimizing tax consequences while ensuring employee benefits.
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