ESTATE PLANNING
3,292 RESULTS WITHIN anywhere FROM https:, United States
Distance: 1,502.41km
3801 E Florida Ave Suite 400, Denver
Tel: 303-912-0889
Financial Planning Alternatives was started in 2011 by Partners Charles Kerr and John Cummings both experienced financial services professionals. Charles and John wanted to build an independent financial services firm focused on ensuring each of their clients has a plan acts on their plan to work toward achieving their individual goals.... read more
Tel: 303-912-0889
Financial Planning Alternatives was started in 2011 by Partners Charles Kerr and John Cummings both experienced financial services professionals. Charles and John wanted to build an independent financial services firm focused on ensuring each of their clients has a plan acts on their plan to work toward achieving their individual goals.... read more
Distance: 1,506.39km
5750 S. Ulster Cir E Suite 300, Greenwood Village
Tel: (720) 670-0076
Our first priority is your overall financial success. We want to learn more about your personal situation identify your dreams and goals and understand your tolerance for risk.... read more
Tel: (720) 670-0076
Our first priority is your overall financial success. We want to learn more about your personal situation identify your dreams and goals and understand your tolerance for risk.... read more
Distance: 1,650.88km
Calgary city,, Calgary,
Whether you are transitioning residency between Canada and the U.S. or you have already made the move it is important to understand the benefits of a cross-border financial plan. Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada.... read more
Whether you are transitioning residency between Canada and the U.S. or you have already made the move it is important to understand the benefits of a cross-border financial plan. Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada.... read more
Distance: 2,176.96km
1861 North Rock Road Suite 100, Wichita
Tel: (316) 652-7005
Since opening our doors in 1937 our approach has remained decidedly simple genuine and straightforward: know our clients well treat them with respect and measure our success by their success. That deeply personal approach is the reason that Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously and will be there every step of the way listening planning and advising.... read more
Tel: (316) 652-7005
Since opening our doors in 1937 our approach has remained decidedly simple genuine and straightforward: know our clients well treat them with respect and measure our success by their success. That deeply personal approach is the reason that Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously and will be there every step of the way listening planning and advising.... read more
Distance: 2,298.92km
810 W. 10th Street,, Fort Worth
Tel: (817) 899-3286
"When clients seek estate planning services from the McGee Law Firm we are tasked with preserving their family history and treasures for many future generations to come. There is no other choice than to completely protect our clients to the full extent of the law and well beyond. Being a boutique firm is a benefit for clients because we are able to give everyone the personal and close attention that is deserved at all times. From the point of introduction the McGee Law Firm also makes it clear that we are here to serve you. We invite clients for a... read more
Tel: (817) 899-3286
"When clients seek estate planning services from the McGee Law Firm we are tasked with preserving their family history and treasures for many future generations to come. There is no other choice than to completely protect our clients to the full extent of the law and well beyond. Being a boutique firm is a benefit for clients because we are able to give everyone the personal and close attention that is deserved at all times. From the point of introduction the McGee Law Firm also makes it clear that we are here to serve you. We invite clients for a... read more
Distance: 2,329.35km
2591 Dallas Pkwy, Ste 300, Frisco
Tel: 972-731-4301
Forrest W. “Bill†Wagner is a family law attorney certified by the Texas Board of Legal Specialization as board certified in the area of family law. He also practices in the area of wills and probate. He was born on March 13 1940 in New Braunfels Texas. He attended the University of Texas at Austin and received both his undergraduate and law degree from the University of Texas at Austin. He graduated from the University of Texas School of Law in 1964. After graduation he served in the United States Army as an officer in the armor branch. After his... read more
Tel: 972-731-4301
Forrest W. “Bill†Wagner is a family law attorney certified by the Texas Board of Legal Specialization as board certified in the area of family law. He also practices in the area of wills and probate. He was born on March 13 1940 in New Braunfels Texas. He attended the University of Texas at Austin and received both his undergraduate and law degree from the University of Texas at Austin. He graduated from the University of Texas School of Law in 1964. After graduation he served in the United States Army as an officer in the armor branch. After his... read more
Distance: 2,334.86km
4975 Preston Park Blvd Suite 775, Plano
Tel: 214-299-5134
Serving Plano TX and outlying areas Dale McCarty of Retirement Designers Financial Group LLC is offering the following services not limited to; Wealth management retirement planning investing estate planning and insurance.... read more
Tel: 214-299-5134
Serving Plano TX and outlying areas Dale McCarty of Retirement Designers Financial Group LLC is offering the following services not limited to; Wealth management retirement planning investing estate planning and insurance.... read more
Distance: 2,336.12km
2650 32nd Avenue South, Suite O,, Grand Forks,
Tel: (800) 774-7576
Our firm is dedicated to providing you with quality estate planning resources so you can become familiar with all of the existing options. When you visit or call our office we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future. If you have a well-drafted estate plan in place you’ll ensure that your estate passes to whom you want when you want and is carried out in the manner you’ve chosen. You can rest... read more
Tel: (800) 774-7576
Our firm is dedicated to providing you with quality estate planning resources so you can become familiar with all of the existing options. When you visit or call our office we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future. If you have a well-drafted estate plan in place you’ll ensure that your estate passes to whom you want when you want and is carried out in the manner you’ve chosen. You can rest... read more
Distance: 2,338.63km
18756 Stone Oak Pkwy, Ste 200, San Antonio
Tel: (210) 998-5605
Genesis Wealth Management LLC delivers exceptional financial guidance and personalized service to help you work toward building and preserving your wealth create a strategy for passing on lasting heritage to loved ones or meaningful charities and empower you to pursue your life's aspirations.... read more
Tel: (210) 998-5605
Genesis Wealth Management LLC delivers exceptional financial guidance and personalized service to help you work toward building and preserving your wealth create a strategy for passing on lasting heritage to loved ones or meaningful charities and empower you to pursue your life's aspirations.... read more
Distance: 2,341.90km
17300 Henderson Pass, Ste. 240, San Antonio
Tel: 210-308-0800
We are an Estate Planning and Probate Law Firm. We help families achieve Peace Through Planning by using wills trusts and other related legal strategies.... read more
Tel: 210-308-0800
We are an Estate Planning and Probate Law Firm. We help families achieve Peace Through Planning by using wills trusts and other related legal strategies.... read more
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