Fin-Est Wealth & Tax Planning, LLC Information

View Top Employees from Fin-Est Wealth & Tax Planning, LLC

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.

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	JavaScript , HTML , Twitter +14 more (view full list)
Industry	Financial Services, Accounting & Accounting Services, Business Services
Keywords	Tax Planning, Financial Planning, Financial Advisor, Estate Planning, Estate Tax, Wealth Management, Tax Optimization, Tax-Advantaged Investments, Tax Preparation, Financial Strategies, Retirement Planning, Wealth Preservation, Estate Administration, Investment Management, Legacy Planning, Succession Planning, Investment Strategies, Insurance Planning, Charitable Giving, Long-Term Care Planning
Competitors	Fidelity Investments, Vanguard, Merrill Lynch, LPL Financial, Raymond James, Edward Jones, Financial Services Company, Betterment, Wealthfront, Schwab Advisor Services +42 more (view full list)
SIC	SIC Code 72 Companies, SIC Code 729 Companies
NAICS	NAICS Code 5412 Companies, NAICS Code 541 Companies, NAICS Code 54121 Companies, NAICS Code 54 Companies

Fin-Est Wealth & Tax Planning, LLC Questions

What is the annual revenue of Fin-Est Wealth & Tax Planning, LLC?

The Fin-Est Wealth & Tax Planning, LLC annual revenue was $3 million in 2026.

How many people are employed at Fin-Est Wealth & Tax Planning, LLC?

1 people are employed at Fin-Est Wealth & Tax Planning, LLC.

Where is Fin-Est Wealth & Tax Planning, LLC based?

Fin-Est Wealth & Tax Planning, LLC is based in Pembroke Pines, Florida.

What is the NAICS code for Fin-Est Wealth & Tax Planning, LLC?

The NAICS codes for Fin-Est Wealth & Tax Planning, LLC are [5412, 541, 54121, 54].

What is the SIC code for Fin-Est Wealth & Tax Planning, LLC?

The SIC codes for Fin-Est Wealth & Tax Planning, LLC are [72, 729].

Top Fin-Est Wealth & Tax Planning, LLC Employees

Ranga Chary

Certified Financial Planner at Fin-Est Wealth & Tax Planning, LLC

Hollywood, FL, US
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