TOP 30 Estate planning services in Plano, Texas

39 results found

Credent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.

Anthony Lopez is a highly experienced Financial Advisor at Ameriprise Financial Services, LLC located in Plano, Texas. With a focus on personalized financial planning, Anthony helps clients achieve their financial goals and secure their financial future. Each Ameriprise advisor has their own unique areas of expertise, so clients can choose an advisor that aligns best with their specific needs. By filling out the "Request consultation" form, clients can connect with Anthony Lopez for a complimentary initial consultation to discuss their financial goals and create a customized financial plan. With a strong background, credentials, and experience in finance, Anthony Lopez is dedicated to helping clients make informed decisions and achieve financial success.

Heritage Financial Planning is a reputable finance institution located at 5465 Legacy Drive in Plano, Texas, United States. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized financial planning services tailored to each individual's unique needs and circumstances. Whether you are looking to invest for retirement, save for your children's education, or plan for other financial milestones, Heritage Financial Planning is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Lindsay Jones - Financial Advisor, Ameriprise Financial Services, LLC, located at 5851 Legacy Circle in Plano, Texas, United States, is a finance institution offering a wide range of financial services. Lindsay Jones holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. With a focus on providing personalized financial advice and solutions, Lindsay Jones is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Lindsay Jones is committed to upholding high ethical standards and staying updated on the latest industry trends through continuous education and training. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Lindsay Jones is equipped to provide expert guidance and support.

Jon Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 6860 Dallas Parkway in Plano, Texas, United States. Jon holds several 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Jon's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Contact Jon Williams for comprehensive financial advice and planning services.

Tom Palmersheim is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Tom Palmersheim offers expertise in asset management, estate planning, retirement planning, and investment strategies. As an accredited advisor in various financial areas, Tom Palmersheim provides comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or retirement planning, Tom Palmersheim can help guide you through the complex world of finance with professionalism and integrity.

Kimberly Bourland is a Financial Advisor at Ameriprise Financial Services, LLC located at 7160 Dallas Parkway in Plano, Texas, United States. She holds various certifications such as 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, retirement planning, estate planning, insurance products, investment strategies, and more. Kimberly Bourland is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners, ensuring that their financial needs and goals are met effectively.

Shane Hackney - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway, Plano, Texas, United States, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Shane provides investment recommendations and portfolio management to help clients track their progress towards financial goals. Clients have access to their investments and accounts from any device, ensuring secure communication and updates. Shane Hackney is registered with FINRA and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser and securities are offered through the firm, with a focus on providing a more confident financial future for clients. Please refer to FINRA's BrokerCheck website for information on states where securities business can be conducted. Contact Shane Hackney for more information on achieving financial goals and securing a stable financial future.

Rodney Coe - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6860 Dallas Parkway, Plano, Texas, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 designations showcase the expertise and commitment of the advisors at Rodney Coe - Financial Advisor in providing high-quality financial planning and investment services to their clients.

Robyn Morton - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7160 Dallas Parkway, Plano, Texas, United States. Robyn Morton holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate a commitment to ethical practices and a deep understanding of various financial planning aspects such as asset management, estate planning, retirement planning, and investment strategies. Robyn Morton specializes in providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With expertise in areas such as behavioral finance, philanthropy, and exit planning, Robyn Morton is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Robyn Morton today for comprehensive and professional financial planning services."

Jeff Davis - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, is a trusted finance institution dedicated to helping clients achieve their financial goals. Jeff provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can easily access their investments and accounts from any device, securely sharing information with Jeff. To learn more or schedule a complimentary initial consultation, visit the website for background and qualification information. Jeff Davis is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client relationships and values referrals from satisfied clients. Get in touch to start discussing your financial priorities and take steps towards a secure financial future with Ameriprise Financial Services, LLC.

Aaron Hunter - Financial Advisor at Ameriprise Financial Services, LLC is located at 6860 Dallas Parkway in Plano, Texas, United States. As a finance institution, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our services include documenting your goals, regular progress reviews, and adjusting your approach as life changes. You can easily access your investments and accounts from any device, track your progress, and securely share information with us. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.

Peter Chung - Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway, Plano, Texas, United States, specializes in providing personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Peter offers investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards financial objectives. Clients can access their accounts and monitor their investments securely from any device. Schedule a complimentary initial consultation to learn more about how Peter can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Peter Chung's registration states. Let's meet to discuss your financial goals today.

Brian John Seastone is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5172 Village Creek Drive in Plano, Texas, United States. Brian holds several prestigious certifications, including the 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate Brian's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Financial Advisor, Brian is dedicated to providing personalized financial advice and guidance to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, navigating a divorce, or looking to maximize your investments, Brian John Seastone has the knowledge and experience to help you make informed financial decisions.

Millennium Tax Solutions in Plano, TX is a reputable institution specializing in accounting and finance services. Located at 1415 East Berry Street in Fort Worth, Texas, this institution offers expert tax solutions and financial advice to individuals and businesses. With a team of experienced professionals, Millennium Tax Solutions is dedicated to helping clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or investment strategies, you can trust Millennium Tax Solutions to provide personalized and reliable service.

Online | Mobile | Curbside | Notary Service Located at 4013 Angelina Dr, Plano, TX 75074, United States, Online | Mobile | Curbside | Notary Service is your trusted partner for all your notarization needs. Specializing in finance-related notarizations, we offer a range of convenient services through our online platform, as well as mobile and curbside options. Our mission is to deliver accessible and reliable notary services to individuals and businesses alike, ensuring a seamless and efficient experience.

Ryan Dunn - State Farm Insurance Agent is an insurance agency located at 800 West Eldorado Parkway in Little Elm, Texas. Serving residents of Frisco, Little Elm, Aubrey, Denton, Plano, Corinth, Celina, Prosper, Lewisville, The Colony, and surrounding communities, we offer a wide range of insurance and financial services to meet your needs. Whether you're looking for home, auto, renters, life, pet, boat, commercial business insurance, and more, we are here to help protect the things and people you love. Our top priority is customer service, and we are dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. Our team is committed to providing you with the right protection for you and your family. Contact us today for a free insurance quote or to discuss your insurance needs.

The Shapiro Law Firm is a reputable legal institution located at 701 East 15th Street in Plano, Texas, United States. Specializing in various areas of law, the firm is known for its expertise and dedication to providing top-notch legal services to clients in need. With a team of experienced and knowledgeable lawyers, The Shapiro Law Firm is committed to delivering personalized and effective solutions for each individual case. Whether you are facing a legal challenge or seeking legal advice, you can trust The Shapiro Law Firm to provide you with the guidance and representation you need.

The Law Office of Jae Lee is a reputable legal institution located at 6860 Dallas Parkway in Plano, Texas. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing professional and personalized legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our team is here to help. Trust the Law Office of Jae Lee to provide expert legal guidance and representation to help you navigate the complexities of the legal system.

Lefebvre Law Firm, PLLC is a reputable legal institution located at 5700 Tennyson Parkway in Plano, Texas, United States. Specializing in various aspects of law, the firm provides expert legal services to clients in need of professional representation. With a team of experienced lawyers dedicated to achieving favorable outcomes for their clients, Lefebvre Law Firm, PLLC is committed to upholding the highest standards of excellence in the legal profession. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Lefebvre Law Firm, PLLC to provide you with the personalized attention and expert advice you deserve.

The Law Offices of Carey Dowdy PLLC, located in Plano, Texas, is a trusted institution serving Collin County, Frisco, McKinney, Allen, and Denton. With over a decade of legal experience, Attorney Carey Dowdy is well-equipped to handle all immigration and tax matters. Specializing in immigration law, Attorney Dowdy understands the complexities and challenges that individuals face when seeking legal immigration status, visas, citizenship, and other immigration objectives. The firm offers honest and diligent legal representation, providing assistance with naturalization, visas, green cards, deportation defense, DACA, and more. Additionally, the firm offers tax law services to resolve issues such as unpaid taxes, IRS letters, audits, and property seizures. Attorney Dowdy is committed to delivering high-quality service, working tirelessly to help clients achieve their desired results. Whether your case is family-related, business-related, or involves obtaining lawful permanent residency or citizenship, the Law Offices of Carey Dowdy PLLC is here to help guide you through the immigration process efficiently and effectively. Contact the firm today for a free consultation and let Attorney Dowdy use his experience and resources to assist you with your immigration case.

Sethi-Wadhwa Law, PLLC is a prestigious law firm located at 1400 Gables Court in Plano, Texas. Our team of experienced attorneys specialize in a wide range of legal services, including business law, real estate law, estate planning, and more. We are dedicated to providing our clients with personalized attention and expert legal representation. Whether you are a business owner, individual, or family in need of legal guidance, Sethi-Wadhwa Law, PLLC is here to help you navigate the complexities of the legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

a wise choice in securing the best possible outcome for your case. Contact us today for a consultation and see how we can help you navigate the complexities of the legal system with confidence and peace of mind."

Windsor Preston Apartments is a premier real estate agency located at 7950 Preston Road in Plano, Texas. Our luxurious apartments offer a blend of modern amenities and sophisticated design, perfect for those seeking a comfortable and convenient lifestyle. With spacious floor plans, high-end finishes, and top-notch customer service, Windsor Preston Apartments is the ideal choice for those looking to rent a new home in the heart of Plano. Experience the ultimate in luxury living at Windsor Preston Apartments.

CSLA Institute is a renowned finance institution located at 7920 Preston Road in Plano, Texas, United States. Known for its expertise in finance education and research, CSLA Institute offers a wide range of programs and resources to help individuals and businesses navigate the complex world of finance. With a team of experienced professionals and a commitment to excellence, CSLA Institute is a trusted destination for those looking to enhance their financial knowledge and skills.

Crain & Wooley is a law firm located at 1000 North Walnut Creek Drive in Mansfield, Texas. Specializing in estate planning, their team of compassionate lawyers offers comprehensive, flat-rate services to clients of all backgrounds. Whether you are planning for the future or dealing with unexpected life changes, Crain & Wooley is dedicated to protecting your legacy and assets. Their experienced team guides clients through each phase of the planning process, ensuring that you are prepared for whatever the future may hold. With office locations in Plano and Mansfield, they proudly serve clients throughout the Dallas-Fort Worth area.

The Law Office of Jonathan W. Fox, PLLC is a reputable legal institution located at 2451 West Grapevine Mills Circle in Grapevine, Texas, United States. Specializing in providing expert legal services, attorney Jonathan W. Fox and his team are dedicated to helping clients navigate through complex legal matters with professionalism and integrity. With a focus on delivering personalized and effective legal solutions, the Law Office of Jonathan W. Fox, PLLC is committed to achieving the best possible outcomes for their clients.

Albin Oldner Law, PLLC is a reputable full-service law firm located in Frisco, Texas. Our team of experienced lawyers upholds traditional principles and ethics while providing creative strategies to achieve successful outcomes for our clients. Specializing in family law, divorce, estate planning, and business litigation, we offer a wide range of legal services to individuals and families in the Plano and Frisco communities. With a strong commitment to our local community, we have earned the respect of legal professionals and government officials throughout Collin County. Our firm has a proven track record of representing clients in complex legal matters and providing comprehensive mediation services to resolve disputes. Whether you are facing a family issue or need assistance with business transactions, our team is dedicated to providing you with the highest level of professionalism and support.

The Law Office of J. Barrett Wilson, PLLC, located at 5851 Legacy Circle in Plano, Texas, is a reputable law firm specializing in various legal services. With a focus on personalized attention and dedicated representation, attorney J. Barrett Wilson and his team are committed to providing top-notch legal guidance and advocacy to their clients. Whether you are in need of assistance with a personal injury case, family law matter, or business dispute, the experienced professionals at this firm are here to help navigate the legal system and achieve the best possible outcome for your case. Contact the Law Office of J. Barrett Wilson, PLLC today to schedule a consultation and learn more about how they can assist you with your legal needs.

Mitchell Nachtigal Law, located at 1601 West Airport Freeway in Euless, Texas, is a leading provider of counsel for real estate transactions, disputes, investors, and developers since 2007. Founded by Managing Partners Julia Mitchell and Jennifer Nachtigal, the firm brings over 30 years of combined experience in the real estate profession. Their passion for serving the real estate community drives the success of the firm, offering tailored solutions for clients in Texas and beyond. Mitchell Nachtigal Law is known for its commitment to excellence, ethics, and client satisfaction, providing legal services in commercial and residential real estate, estate planning, civil litigation, mediation, and probate matters. With offices in Euless, Colleyville, and Plano, the firm offers personalized services to protect clients' assets, secure legacies, and navigate legal challenges with expertise and care. Contact Mitchell Nachtigal Law for trusted legal representation and a lasting partnership dedicated to your success and peace of mind.