Started in NY in 1977 as a Sole Proprietor. Moved to Stamford, CT in 1984 and to Pembroke Pines, FL in 2001. Converted into LLC in 2005 focusing on Comprehensive Financial and Estate Planning.. Specializing in Tax Favored Strategies for wealth creation, accumulation, preservation, distribution and legacy planning and charitable gifts planning. Coordinating with with Attorneys, CPAs, Valuation Experts and other professionals, to design and help clients implement, entities, revocable and irrevocable trusts. We are a one stop shopping resource.
View Top Employees from Fin-Est Wealth & Tax Planning, LLC| Website | http://www.wealthandtaxplanning.com |
| Revenue | $3 million |
| Employees | 1 (1 on RocketReach) |
| Founded | 1977 |
| Address | 1806 N Flamingo Rd Ste 300, Pembroke Pines, Florida 33028, US |
| Phone | (888) 547-7039 |
| Technologies |
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| Industry | Financial Services, Accounting & Accounting Services, Business Services |
| Competitors | BeamaLife Corporation, Camerio & Company, Copper Canyon Wealth Management, The Wealth Enhancement Group, Inc., Washo Financial |
| SIC | SIC Code 729 Companies, SIC Code 72 Companies |
| NAICS | NAICS Code 54121 Companies, NAICS Code 5412 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies |
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Fin-Est Wealth & Tax Planning, LLC Questions
The Fin-Est Wealth & Tax Planning, LLC annual revenue was $3 million in 2024.
1 people are employed at Fin-Est Wealth & Tax Planning, LLC.
Fin-Est Wealth & Tax Planning, LLC is based in Pembroke Pines, Florida.
The NAICS codes for Fin-Est Wealth & Tax Planning, LLC are [54121, 5412, 54, 541].
The SIC codes for Fin-Est Wealth & Tax Planning, LLC are [729, 72].
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