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TOP 30 Estate planning experts in Southlake, TX
28 results found
Search for local businesses, places and services near you
Advanced Planning Inc
Advanced Planning Inc is a leading finance and insurance agency located at 566 Kimball Avenue in Southlake, Texas. With a team of experienced professionals, we provide comprehensive financial planning services and insurance solutions tailored to meet our clients' individual needs. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, our experts are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
Jason Wylie Law Firm, PLLC
Jason Wylie Law Firm, PLLC is a reputable institution located at 801 West Front Street in Argyle, Texas. With over 15 years of experience in the oil and gas industry, Mr. Wylie offers high-quality legal representation for personal and business needs. The firm is dedicated to keeping clients informed and providing successful resolutions to their cases. Clients can expect individualized attention and cost-effective legal counsel in areas such as business law, bankruptcy, family law, and estate planning. Serving clients in Keller, Argyle, Flower Mound, Denton, Southlake, and Fort Worth, Jason Wylie Law, PLLC is committed to providing the highest level of representation and satisfaction for each client. Please note that the firm is not certified by the Texas Board of Legal Specialization.
McGee Law Firm
McGee Law Firm, located at 101 River Oaks Drive, Southlake, Texas, is your go-to resource for Estate Planning, Elder Law, and Medicaid / VA Planning. Brandon McGee and his team are knowledgeable, experienced, and professional in helping clients establish comprehensive estate plans. From multiple meetings to drafting and signing documents, the process is well-organized and clearly explained. Clients receive a well-organized binder with both paper and electronic documents at completion. With a FREE worksheet, you can start the process of securing your family's future with a comprehensive estate plan. Learn about how Wills and Trusts work and how they can benefit your overall estate plan. Let McGee Law Firm help you navigate the costly and time-consuming probate process.
Law Office of Kate Smith PLLC
The Law Office of Kate Smith PLLC, located at 6500 Colleyville Boulevard in Colleyville, Texas, offers expert legal guidance in family law, estate planning, and civil litigation. Attorney Kate Smith, Board Certified in Family Law and with a LL.M in Dispute Resolution, has been assisting North Texas families through life changes since 2005. With a focus on personalized attention and compassionate advocacy, Attorney Kate Smith helps clients navigate divorce, estate planning, and other legal matters. Recognized for professional excellence, the Law Office of Kate Smith PLLC serves clients in Tarrant County, including Colleyville, Southlake, Keller, Grapevine, Hurst, and Bedford. Whether you are facing a divorce or planning for the future, Attorney Kate Smith is dedicated to achieving the best outcome for your case. With a collaborative approach and a commitment to integrity, Kate Smith ensures that every client receives the respect and dignity they deserve. Visitors to Colleyville can enjoy the city's nature center and wildlife parks, while also benefiting from its central location in the Dallas-Fort Worth metroplex. If you are in need of legal guidance, Attorney Kate Smith is here to help you navigate the complexities of the legal system and achieve a positive resolution for your case.
The Edmondson Law Firm, P.L.L.C.
The Edmondson Law Firm, P.L.L.C. is a reputable law firm based in Southlake, Texas, United States. Specializing in various areas of law, including personal injury, family law, estate planning, and business law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Located at 325 Miron Drive, our firm is committed to delivering personalized and effective legal solutions to meet the unique needs of each individual case. Trust The Edmondson Law Firm, P.L.L.C. for expert legal representation and guidance.
Law Offices of Abigail Kweller Sullivan, PLLC
The Law Offices of Abigail Kweller Sullivan, PLLC is a reputable law firm located at 180 State Street in Southlake, Texas. Specializing in various areas of law, including family law, estate planning, and business law, Attorney Abigail Kweller Sullivan provides expert legal representation and guidance to clients in the Southlake area. With a commitment to personalized service and achieving favorable outcomes for her clients, Attorney Sullivan is dedicated to providing top-notch legal counsel to individuals and businesses alike. Contact the Law Offices of Abigail Kweller Sullivan, PLLC today for all your legal needs.
Metcalf Adair Law Firm, PLLC
Metcalf Adair Law Firm, PLLC is a reputable legal institution located at 566 Kimball Avenue in Southlake, Texas, United States. Our team of experienced attorneys provides a wide range of legal services to clients in need of expert guidance and representation. From personal injury cases to business law and estate planning, we are dedicated to serving our clients with professionalism and integrity. Contact us today to schedule a consultation and learn how we can help you with your legal needs.
Roberts Zimmerman PLLC
Roberts Zimmerman PLLC is a reputable law firm located at 550 Reserve Street in Southlake, Texas, United States. Specializing in various legal services, the firm is dedicated to providing exceptional representation and guidance to clients in need of legal assistance. With a team of experienced and knowledgeable lawyers, Roberts Zimmerman PLLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business law matters, you can trust Roberts Zimmerman PLLC to handle your legal needs with professionalism and expertise. Contact them today to schedule a consultation and learn how they can help you navigate the complexities of the legal system.
Law Office of Chris R. Miltenberger, PLLC
The Law Office of Chris R. Miltenberger, PLLC is a legal institution located at 1360 North White Chapel Boulevard in Southlake, Texas. Specializing in a variety of legal services, including but not limited to family law, estate planning, and business law, Attorney Chris R. Miltenberger and his team are dedicated to providing expert legal representation and personalized solutions to their clients. With a commitment to excellence and a focus on achieving favorable outcomes, the Law Office of Chris R. Miltenberger, PLLC is a trusted resource for individuals and businesses seeking legal guidance in the Southlake area.
Carnahan & Carnahan PC
Carnahan & Carnahan PC is a reputable law firm located at 1435 North Peytonville Avenue in Southlake, Texas. With a team of experienced attorneys, they provide expert legal services in various practice areas including business law, estate planning, real estate law, and more. Clients can trust Carnahan & Carnahan PC for personalized attention, strategic advice, and dedicated representation. Their commitment to excellence and integrity sets them apart as a trusted legal partner in the Southlake community. Contact Carnahan & Carnahan PC today for all your legal needs.
Dismuke & Waters, P.C.
Dismuke & Waters, P.C. is a reputable law firm located at 550 Reserve Street in Southlake, Texas, United States. With a team of experienced attorneys, they provide a wide range of legal services to clients in the area. Specializing in various practice areas such as family law, estate planning, and business law, Dismuke & Waters, P.C. is dedicated to providing personalized and effective legal solutions for their clients. Whether you are facing a complex legal issue or need assistance with a simple matter, their team is committed to guiding you through the legal process with professionalism and expertise. Contact Dismuke & Waters, P.C. today for all your legal needs.
Merit Financial Advisors, LLC
Merit Financial Advisors, LLC is a finance institution located at 2625 East Southlake Boulevard in Southlake, Texas, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We offer a range of services including retirement planning, wealth management, and investment advice. At Merit Financial Advisors, LLC, we prioritize building long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Pro Capital Wealth Management
Pro Capital Wealth Management is a premier financial institution located at 578 Kimball Avenue in Southlake, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing tailored solutions and exceptional customer service, we strive to build long-lasting relationships with our clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Pro Capital Wealth Management is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
BakerAvenue Wealth Management
BakerAvenue Wealth Management, located at 550 Reserve Street in Southlake, Texas, is a finance institution dedicated to guiding individuals through life's transitions. Whether you are dealing with a legacy to share, a new business opportunity, a career change, or a worthy cause, BakerAvenue's wealth and investment services are here to help. Our in-house team of financial, investment, tax, and estate planning experts will work with you to achieve your long-term goals. We offer advice on concentrated stock strategies, impact investing, alternative and real estate investments, and building your legacy. Our commitment is to provide you with a customized, integrated solution that clarifies the complex financial landscape.
Prosperity Wealth Management, LLC - Matthew Gallagher, CFP
Prosperity Wealth Management, LLC, led by Certified Financial Planner Matthew Gallagher, is a premier financial institution located in Southlake, Texas. With a commitment to helping clients achieve their financial goals and secure their financial future, Prosperity Wealth Management offers personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Matthew Gallagher and his team are dedicated to providing expert guidance and tailored solutions to meet your unique needs. Visit their office at 1500 Corporate Circle to start your journey towards financial prosperity today.
Strategic Legacy Partners
Strategic Legacy Partners is a renowned institution located at 180 State Street in Southlake, Texas, United States. We specialize in providing expert guidance and support to individuals and families in managing and preserving their wealth for future generations. Our team of experienced professionals offers personalized strategies tailored to each client's unique financial goals and objectives. With a focus on long-term success and legacy planning, Strategic Legacy Partners is committed to helping our clients build a lasting financial legacy for generations to come.
Riley Private Client, LLC
Riley Private Client, LLC is a prestigious finance institution located at 700 North Carroll Avenue in Southlake, Texas, United States. Specializing in personalized financial services for high-net-worth individuals, Riley Private Client, LLC offers expert advice and tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on providing exceptional service and building long-lasting relationships with their clients. Whether you are looking for investment management, estate planning, or retirement strategies, Riley Private Client, LLC is dedicated to helping you secure your financial future.
John R Thane - Financial Advisor, Ameriprise Financial Services, LLC
John R Thane is a financial advisor at Ameriprise Financial Services, LLC located at 2840 West Southlake Boulevard in Southlake, Texas, United States. John R Thane offers a range of financial services and holds several certifications to provide expertise in various areas of finance. One of the certifications John R Thane holds is the AAMS™ certification, which focuses on asset management and investment concepts for individuals. Additionally, John R Thane is an ADPA™ Accredited Domestic Partnership Advisor™, providing specialized knowledge in wealth transfers, retirement planning, and financial planning for domestic partners.
Edward Jones - Financial Advisor: Brent D McIlvain, CFP®|CPWA®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Brent D McIlvain, CFP®|CPWA®|AAMS™|CRPC™ is a reputable financial institution located at 241 East Southlake Boulevard in Southlake, Texas, United States. With a team led by Brent D McIlvain, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is dedicated to providing personalized and comprehensive financial solutions to meet your needs.
David Huff - Financial Advisor, Ameriprise Financial Services, LLC
David Huff is a Financial Advisor at Ameriprise Financial Services, LLC located at 950 East State Highway 114, Southlake, Texas, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, and more. David is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
BUBAN FINANCIAL SERVICES
Buban Financial Services is a reputable finance institution located at 250 West Southlake Boulevard in Southlake, Texas, United States. With a commitment to providing top-notch financial services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. From wealth management to investment planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Buban Financial Services to be your partner in financial success.
Estrada Webb & Associates
Estrada Webb & Associates is a finance institution located at 121 Countryside Court, Southlake, Texas, United States. Our team of professionals are Your Partners in Planning, dedicated to providing honest, integrity-driven, and personalized client service. With our combined experience, we offer a unique perspective and added value to our clients. We believe in the power of a team approach to help clients navigate the complex financial-services world. By seeking opinions from diverse sources with different backgrounds, education, and experience, we ensure that our clients receive comprehensive and well-rounded advice.
Waddell & Reed, Inc.
Waddell & Reed, Inc. is a financial institution located at 1050 East State Highway 114 in Southlake, Texas, United States. With a commitment to helping individuals and families achieve their financial goals, Waddell & Reed offers a wide range of financial services including investment planning, retirement planning, and wealth management. Their team of experienced financial advisors work closely with clients to develop personalized strategies that align with their unique financial objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Waddell & Reed is dedicated to providing expert guidance and support every step of the way.
Kayla Amason - Morgan Stanley
Kayla Amason - Morgan Stanley is a finance institution located at 1400 Civic Place in Southlake, Texas, United States. As a branch of Morgan Stanley, one of the world's leading financial services firms, Kayla Amason provides a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, Kayla Amason - Morgan Stanley offers personalized investment strategies, wealth management services, retirement planning, and more to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Kayla Amason - Morgan Stanley is dedicated to providing expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Barton Bonney
Merrill Lynch Financial Advisor Barton Bonney is a finance institution located at 286 Grand Avenue, Suite 200 in Southlake, Texas, United States. The team at this institution is dedicated to understanding your values and helping you achieve your financial goals. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team includes a Registered Senior Wealth Management Client Associate who is committed to helping you pursue your life goals and plan your legacy. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, even as they change over time. They start every relationship with a conversation to identify and prioritize your goals. By understanding your investment personality and preferences, they can customize a financial approach to help you pursue what matters most to you. The team offers personalized investment strategies and comprehensive financial solutions to help you reach your goals.
Merrill Lynch Financial Advisor Richard L Sullins
Merrill Lynch Financial Advisor Richard L Sullins is a finance institution located at 286 Grand Avenue, Southlake, Texas, United States. Our team specializes in creating wealth management strategies tailored to help you achieve your financial goals. With a focus on transparency and earning your trust, we offer personalized one-on-one attention along with the global resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America. Richard Sullins has been in the financial services industry since 1998 and is dedicated to understanding where clients are in their financial journey. As a Texas native and Texas A&M graduate, Richard is actively involved in the community and supports various organizations. Our approach begins with a conversation to identify your priorities and goals, allowing us to develop a personalized plan centered around what matters most to you. We believe in helping you pursue your aspirations while managing investment risks. Contact us today to start working towards your financial objectives with the support of a dedicated Merrill Lynch Wealth Management Advisor.
Dana McGuffin CPA, P.C.
Dana McGuffin CPA, P.C. is a trusted accounting and finance institution located at 1560 East Southlake Boulevard in Southlake, Texas, United States. Our team provides accurate financial information to help you make informed decisions and create opportunities for strategic growth. We offer monthly cash flow management services and ensure that you are fully compliant with tax and financial laws to avoid fraud. Additionally, we provide resources on engaging with millennials and connecting with a younger generation. Please note that the information on our website is for informational purposes only and should not be used as a substitute for professional advice. Dana McGuffin, CPA, P.C. strives to provide accurate and up-to-date information, but we do not guarantee the accuracy, currency, or completeness of the content on our website or any linked sites. Visit us at 1560 E. Southlake Blvd Ste 100, Southlake, TX 76092 for all your accounting and financial needs.
Isham & Ramirez PLLC
Isham & Ramirez PLLC is a reputable law firm located at 751 East Southlake Boulevard in Southlake, Texas. With a team of experienced attorneys, they specialize in providing high-quality legal services in various practice areas including business law, estate planning, real estate law, and civil litigation. Their commitment to excellence and personalized approach to each case sets them apart, making them a trusted choice for clients in the Southlake area and beyond. Contact Isham & Ramirez PLLC today for expert legal representation tailored to your specific needs.
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