Estate tax planning in Williamsburg, VA
11 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
The Optimal Financial Group LLC
● ClosedThe Optimal Financial Group LLC is a finance institution located at 358 McLaws Circle in Williamsburg, Virginia, United States. Our priority is always our clients' interests, and we offer a range of services including tax preparation, tax mitigation and planning, asset protection, risk management, and wealth accumulation. Our team specializes in creating personalized financial plans tailored to the unique needs of each business. Visit us at 21021 Springbrook Plaza Dr., Suite 160 in Klein, TX 77379 to learn more about how we can help you achieve your financial goals.
358 McLaws Cir, Williamsburg, VA 23185, United States -
Law Offices of SRIS, P.C.
● OpenThe Law Offices of SRIS, P.C. is a prestigious institution located at 4008 Williamsburg Court in Fairfax, Virginia. Led by Mr. Sris, a former prosecutor for the Town of Haymarket, Virginia, this firm specializes in criminal/traffic law, domestic relations, and immigration matters. With a strong track record of success in representing individuals in Virginia and Maryland, the team at SRIS, P.C. is dedicated to providing top-notch legal services to their clients. Whether you are facing a speeding ticket, a criminal charge, a child custody dispute, or an immigration issue, the experienced lawyers at SRIS, P.C. are here to help. They serve clients in various counties in Virginia and Maryland, as well as in New Jersey and Colombia. Additionally, as a debt relief agency, they assist individuals in filing for bankruptcy relief under the Bankruptcy Code.
4008 Williamsburg Ct, Fairfax, VA 22032, United States -
Selje Law, PLLC
● ClosedSelje Law, PLLC is a dedicated and compassionate family law firm located at 4311 New Town Avenue in Williamsburg, Virginia, United States. Specializing in military divorces, our firm serves clients in Williamsburg and surrounding areas including Hampton, Newport News, Poquoson, and Yorktown. We provide exceptional legal representation in a variety of family law matters such as divorce, custody, spousal and child support, separation agreements, and property division. Additionally, we handle protective orders, paternity, adoption, and estate planning cases. At Selje Law, PLLC, we understand the emotional challenges that come with the breakup of a marriage. Our goal is to help you navigate Virginia Law and guide you through the complexities of family law issues. Whether you need assistance in reaching a settlement or require representation in court, we are here to protect your best interests.
4311 New Town Ave, Williamsburg, VA 23188, United States -
TrustBuilders Law Group
● ClosedTrustBuilders Law Group® is a family-owned and operated boutique estate planning and elder law firm located at 295 McLaws Circle in Williamsburg, Virginia. With over 100 years of combined tax and legal experience, our team of highly trained professionals is dedicated to providing exceptional value, expertise, and experience to our clients. We have served over 8,500 satisfied clients, completed over 12,000 successful plans, and transferred over $10 billion in family wealth. Specializing in Estate Planning, Trusts, Wills, Probate, Elder Law, Charitable Planning, Family Business Succession, and Disability & Special Needs Planning, TrustBuilders Law Group offers state-specific, tailored documents that contain cutting-edge solutions. Our goal is to help our clients preserve and transfer their wealth while providing peace of mind and security for their families.
295 McLaws Cir STE 2, Williamsburg, VA 23185, United States -
W.B. Jackson And Associates
● OpenW.B. Jackson And Associates is a reputable finance institution located at 4801 Courthouse Street in Williamsburg, Virginia, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, W.B. Jackson And Associates is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and dependable, they are committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
4801 Courthouse St #302, Williamsburg, VA 23188, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 266 McLaws Circle, Williamsburg, Virginia, United States, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services. The branch is dedicated to client service and satisfaction, with a focus on helping clients identify and achieve their personal and professional goals. By utilizing Merrill's tools and resources, financial advisors can create customized financial strategies designed to meet long-term objectives and prepare clients for future financial challenges.
266 McLaws Cir, Williamsburg, VA 23185, United States -
Quinto Financial Services
● ClosedQuinto Financial Services is a leading finance institution located at 333 McLaws Circle in Williamsburg, Virginia, United States. With a strong focus on providing top-notch financial services, Quinto Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, Quinto Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Quinto Financial Services is committed to delivering personalized and comprehensive financial services to its clients.
333 McLaws Cir Ste, Williamsburg, VA 23185, United States -
Jamie Stallings - Morgan Stanley
● OpenJamie Stallings - Morgan Stanley is a leading financial institution located at 437 West Duke of Gloucester Street in Williamsburg, Virginia, United States. Our team of experts provides a wide range of financial services, including investment advice, wealth management, and retirement planning. With a focus on building long-term relationships with our clients, we strive to help them achieve their financial goals and secure their future. Trust Jamie Stallings - Morgan Stanley for all your financial needs.
437 W Duke of Gloucester St, Williamsburg, VA 23185, United States -
Smith Strong, PLC
● ClosedSmith Strong, PLC is a boutique law firm located at 123 Bulifants Boulevard in Williamsburg, Virginia. Specializing in family law and estate planning, our experienced attorneys provide exceptional and personalized service to clients in Richmond and Central Virginia. At Smith Strong, we understand the importance of making informed decisions about your future and the future of your loved ones. Our team of attorneys is dedicated to helping clients with a range of legal matters, including divorce, custody, estate planning, criminal defense, elder law, business representation, and estate/fiduciary litigation.
123 Bulifants Blvd #1, Williamsburg, VA 23188, United States -
Brigham, Calhoun, Whitson & Associates, PC
● ClosedBrigham, Calhoun, Whitson & Associates, PC is a reputable accounting and finance institution located at 161 John Jefferson Road in Williamsburg, Virginia, United States. Specializing in Planning & Preparation, Estate Tax Planning, and providing specialized tax advice for complex needs, our experienced team of accountants is dedicated to helping clients navigate through detailed financial processes with ease. We offer quality, up-to-date tax return preparation and advice, viewing our relationships with clients as ongoing partnerships. From payroll services to safeguarding assets and settling financial responsibilities after the loss of a loved one, we provide comprehensive financial planning to protect your loved ones and assets. With over 45 years of experience, our founding owner Clifton Brigham and managing partner Michelle Calhoun lead a team that combines the experience of a large firm with the personal attention of a small firm.
161 John Jefferson Rd b, Williamsburg, VA 23185, United States -
Michelle Calhoun CPA
● ClosedMichelle Calhoun CPA is an accounting and finance institution located at 161 B John Jefferson Road, Williamsburg, Virginia, United States. Specializing in Planning & Preparation, for specialized tax advice for complex needs, as well as Estate Tax Planning for comprehensive planning to protect your loved ones, our experienced team of accountants is dedicated to making the process easier for you. We view our relationships with our clients as ongoing partnerships, providing quality, up-to-date tax return preparation and advice. Serving clients in Williamsburg, West Point, Newport News, Hampton, York County, Poquoson, as well as clients across the United States and the world, we combine the experience of a large firm with the personal attention of a small firm.
161 B John Jefferson Rd, Williamsburg, VA 23185, United States
List of local businesses, places and services in Virginia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos