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TOP 30 Estate tax planning in Norfolk, VA
18 results found
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McGuireWoods LLP - Norfolk
McGuireWoods LLP - Norfolk is a prestigious law firm located at 101 West Main Street in Norfolk, Virginia, United States. With a team of highly skilled attorneys, they provide a wide range of legal services to clients in various industries. Known for their expertise and dedication to client success, McGuireWoods LLP - Norfolk is a trusted partner for individuals and businesses seeking top-notch legal representation. Whether you need assistance with corporate law, litigation, real estate, or any other legal matter, the team at McGuireWoods LLP - Norfolk is ready to help you navigate the complexities of the legal system with confidence and skill.
Sidow Audit & Tax Services LLC, CPAs
Sidow Audit & Tax Services LLC, CPAs is a reputable accounting and finance institution located at 9602 Bay Point Drive, Norfolk, Virginia, United States. Specializing in tax preparation for Small Businesses, Retail Services, Construction/Real Estate, and their owners, SATS LLC is a licensed CPA firm in Virginia and Florida. With over 30 years of experience, our founder holds CPA licenses in Virginia, Florida, and Pennsylvania, as well as a Real Estate Sales license in Pennsylvania. As a member of the AICPA, SATS LLC can provide services to clients in most states due to CPA mobility rules. Visit us at our additional location at 5044 Grandiflora Road, Palm Beach Gardens, FL 33418 for professional accounting and tax services.
Lefeoe Weinstein Sachs Schiff
Lefeoe Weinstein Sachs Schiff is a reputable dental institution located at 302B East Little Creek Road in Norfolk, Virginia, United States. With a focus on providing high-quality dental care, the institution offers a wide range of services to promote oral health and well-being. The team of experienced dentists at Lefeoe Weinstein Sachs Schiff is dedicated to providing personalized care in a comfortable and welcoming environment. Patients can expect top-notch treatment and cutting-edge technology to ensure their dental needs are met with precision and care. Whether you are in need of a routine check-up or a more complex procedure, Lefeoe Weinstein Sachs Schiff is committed to helping you achieve a healthy and beautiful smile.
Berg & Chmielewski PC
Berg & Chmielewski PC is a trusted law firm located at 3115 Western Branch Boulevard in Chesapeake, Virginia. With over 38 years of experience serving clients in Norfolk, Virginia Beach, Chesapeake, Suffolk, Portsmouth, and all of Tidewater, the firm specializes in bankruptcy, family law, and estate planning. They have successfully assisted over 135,000 clients with exceptional legal service at a reasonable price. The experienced staff at Berg & Chmielewski PC will work diligently to exceed your expectations and tailor their advice to help you achieve your goals. They believe in making quality legal services accessible to all Hampton Roads residents and pride themselves on delivering superior representation without breaking the bank. Schedule an appointment at their Virginia Beach office to experience their courteous and professional team firsthand. Please note that the information provided on their website is for informational purposes only and does not constitute legal advice. Make sure to consult with the firm directly before making any legal hiring decisions.
Hobbs & Harrison Law Offices
Located at 1547 East Little Creek Road in Norfolk, Virginia, Hobbs & Harrison Law Offices is a reputable institution specializing in various legal services. From DUI and reckless driving defense to drug and alcohol possession cases, civil suits, divorce and custody matters, wills and estate planning, and business contracts, our team of experienced attorneys is well-equipped to handle a wide range of legal issues. At Hobbs & Harrison Law Offices, we understand the importance of finding the right attorney, which is why we are committed to providing superior service both inside and outside the courtroom. Whether you are facing criminal charges or need professional legal representation for your business or estate matters, our attorneys will provide you with candid legal advice and exceptional representation.
Justice-Killam Insurance & Financial Service, Inc.
Justice-Killam Insurance & Financial Service, Inc. is a reputable insurance agency located at 6330 North Center Drive in Norfolk, Virginia, United States. With a commitment to providing top-notch insurance and financial services, our dedicated team of professionals is here to help you protect what matters most. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Trust Justice-Killam Insurance & Financial Service, Inc. to provide you with peace of mind and financial security.
Courage Miller Partners, LLC.
Courage Miller Partners, LLC. is a finance institution located at 101 West Main Street, Norfolk, Virginia, United States. With a commitment to providing top-notch financial services, Courage Miller Partners, LLC. offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Courage Miller Partners, LLC. is dedicated to providing personalized and professional assistance. Trust Courage Miller Partners, LLC. to help you navigate the complexities of the financial world with confidence and expertise.
Cerity Partners
Cerity Partners is a leading financial institution located at 150 West Main Street in Norfolk, Virginia, United States. Specializing in finance, Cerity Partners offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Cerity Partners provides personalized advice and solutions to help clients navigate the complexities of the financial world. Whether you are looking for investment guidance, retirement planning, or estate management, Cerity Partners is committed to providing top-notch service and expertise to meet your needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 999 Waterside Drive in Norfolk, Virginia, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides personalized financial strategies tailored to each client's needs. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, working to understand each client's goals and financial situation in order to create long-term strategies. Through volunteerism and charitable outreach, the branch also supports the communities in which it operates.
Dukes Financial LLC
Dukes Financial LLC is a leading finance institution located at 400 North Center Drive in Norfolk, Virginia, United States. With a strong reputation for providing expert financial services, Dukes Financial LLC offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and top-notch customer service. Contact us today to learn more about how Dukes Financial LLC can help you secure your financial future.
Benjamin Wright - Associate Financial Advisor, Ameriprise Financial Services, LLC
Benjamin Wright is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 150 Boush Street in Norfolk, Virginia, United States. The institution offers a range of financial services and certifications to ensure that their advisors are well-equipped to meet the diverse needs of their clients. Benjamin Wright 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®.
Merrill Lynch Financial Advisor R. Justin Fulton
At Merrill Lynch Financial Advisor R. Justin Fulton, located at 999 Waterside Drive, Norfolk, Virginia, our Campbell, Johnson & Earl Wealth Management Group takes a distinctive, multi-disciplined approach to wealth management. Our team has been consistently recognized for excellence in the industry, and each advisor has earned professional credentials reflecting their ongoing training and expertise. Our advisors come from diverse backgrounds in economics, finance, applied mathematics, and law, allowing us to create forward-thinking recommendations for our clients' best interests. With a strong emphasis on planning, we help clients achieve financial security and optimism about the future.
Merrill Lynch Financial Advisor Philip E. Campbell
At Merrill Lynch Financial Advisor Philip E. Campbell, located at 999 Waterside Drive in Norfolk, Virginia, our team takes a distinctive and comprehensive approach to wealth management. Recognized for excellence by the industry, we have been named to the 2023 Forbes “Best-in-State Wealth Management Teams” List. Each of our advisors brings professional credentials and expertise in economics, finance, applied mathematics, and law, allowing us to deliver forward-thinking recommendations that serve our clients' best interests. We work closely with a diverse clientele in Virginia and over 20 other states, including business owners, physicians, attorneys, engineers, and shipping executives, as well as their families. Our team takes a team approach, sharing perspectives and knowledge to provide clients with a deep reserve of expertise in areas such as retirement planning, estate planning, tax efficiencies, and cash management strategies.
Bank of America Private Client Advisor Leslie E Doyle
Bank of America Private Client Advisor Leslie E Doyle, located at 999 Waterside Drive, Norfolk, Virginia, is a finance institution led by Managing Director Leslie E. Doyle. With over 20 years of experience, Leslie specializes in providing financial strategies for institutions and families with complex needs. She works closely with clients such as non-profit endowment committees, family foundations, entrepreneurs, business owners, and senior executives. Leslie's team at Bank of America Private Bank offers expertise in investment management, institutional services, trust and estate planning, credit, and banking. Leslie is known for her ability to anticipate issues, unify goals, and communicate clear paths of action. She is actively involved in the community, serving on the Boards for the Virginia Arts Festival and Westminster-Canterbury on Chesapeake Bay. 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 creating strategies that meet clients' needs and goals. They offer personalized financial solutions to help clients navigate the complexities of managing significant wealth, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. Bank of America Private Bank values innovation and strives to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck and should review their terms and privacy policies. It's important to understand the risks involved in investing and consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, so it's important to understand the terms and conditions of their offerings.
Aldridge/Cvitanovich - UBS Financial Services Inc.
Aldridge/Cvitanovich - UBS Financial Services Inc. is a reputable finance institution located at 440 Monticello Avenue in Norfolk, Virginia, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help their clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Aldridge/Cvitanovich - UBS Financial Services Inc. is committed to helping you succeed.
Charles M. Roberts Jr., CFP® - UBS Financial Services Inc.
Charles M. Roberts Jr., CFP® - UBS Financial Services Inc. is a reputable finance institution located at 440 Monticello Avenue in Norfolk, Virginia, United States. As a Certified Financial Planner, Charles M. Roberts Jr. and his team provide expert financial services to help clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of the team at Charles M. Roberts Jr., CFP® - UBS Financial Services Inc.
Transamerica Agency Network
Transamerica Agency Network is an insurance agency located at 6160 Kempsville Circle in Norfolk, Virginia, United States. Our agency offers a wide range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced agents, we strive to provide personalized solutions and exceptional customer service. Whether you are looking for life insurance, health insurance, or retirement planning, Transamerica Agency Network is here to help you protect what matters most. Contact us today to learn more about our offerings and how we can assist you in securing your financial future.
Christian R. Morton with New York Life
Christian R. Morton with New York Life is a reputable insurance agency located at 999 Waterside Drive in Norfolk, Virginia, United States. Specializing in providing comprehensive insurance solutions, the institution is committed to helping individuals and families protect their financial future. With a team of experienced professionals, Christian R. Morton with New York Life offers personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment strategies, this institution is dedicated to helping you achieve your financial goals. Contact Christian R. Morton with New York Life today to learn more about their services and how they can help you secure a brighter future.
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