estate planning

Horn & Johnsen SC
Business Genre (required):
Short Business Description: At Horn & Johnsen SC, we are the Estate Planning Center of Wisconsin. We specialize in Estate Planning, Probate, Guardianship, Medicaid, Business Law, Real Estate & Special Needs. We are here to make sure you are protected.
Long Business Description (required):

At Horn & Johnsen SC, we are the Estate Planning Center of Wisconsin. We specialize in Estate Planning, Probate, Guardianship, Medicaid, Business Law, Real Estate & Special Needs. We are here to make sure you are protected.

Business Phone Number: (608)829-2525
Business Address: 8446 Excelsior Drive #102
Website Address: Horn & Johnsen SC
Baxter Lee Law Office
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Short Business Description: Baxter Lee Law Office is located in Okotoks, Alberta. Baxter offers a broad range of legal services including real estate transactions, criminal law, wills and estates, separation agreements and divorces, corporate law, impaired driving and notary and commissioner services.
Long Business Description (required):

Baxter Lee Law Office is located in Okotoks, Alberta. Baxter offers a broad range of legal services including real estate transactions, criminal law, wills and estates, separation agreements and divorces, corporate law, impaired driving and notary and commissioner services.

Business Phone Number: 403-982-2610
Business Address: Box 1271, 40 Elizabeth St #204
Website Address: Baxter Lee Law Office
BlueRock Wealth Management
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Short Business Description: “Rethink the way you invest”
Long Business Description (required):

It is a reality that not all financial planners are created equal, and at BlueRock Wealth Management in Collingwood, Ontario, we pride ourselves on being different. We stand out to clients like you for all the right reasons by offering financial planning services and values-based investing techniques to ensure that you achieve your financial goals.

With 30 years of experience in the Georgian Bay Community, you can turn to us for business financial planning or personal planning advice to ensure your retirement or business succession goes smoothly.

At BlueRock Wealth Management, our financial planners can help you achieve your goals. We promise to give you the personal attention you need to create a solid financial future for yourself or your business.

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Business Phone Number: (705) 443-5599
Business Address: 115 Hurontario Street, Ste 201, Collingwood, Ontario, L9Y 2L9, CA
Website Address: http://bluerockwealth.ca
Rutwind Brar LLP
Business Genre (required):
Short Business Description: At Rutwind Brar LLP we take a proactive approach to tax services. We stay current on changing tax laws and legislation so that you won’t have to.
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We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Business Phone Number: 780-483-5490
Business Address: #209, 625 Parsons Road SW, Edmonton, AB T6X 0N9
Website Address: http://rbpa.ca/
Business Fax: 780-483-5492
Herrig & Vogt, LLP
Business Genre (required):
Short Business Description: Herrig & Vogt, LLP is an AV® Rated law firm in Roseville, CA dedicated to providing diligent, effective advocacy in the areas of divorce, personal injury, construction law, estate planning, business law, real estate law, and special education law. The firm is rated AV Preeminent® by Martindale-Hubbell®, an honor only granted to about five percent of practicing attorneys. They emulate a small firm’s focus and dedication while providing the results of a large, established law firm. Visit their website at www.herrigvogt.com to learn more.
Long Business Description (required):

Herrig & Vogt, LLP is an AV® Rated law firm in Roseville, CA dedicated to providing diligent, effective advocacy in the areas of divorce, personal injury, construction law, estate planning, business law, real estate law, and special education law. The firm is rated AV Preeminent® by Martindale-Hubbell®, an honor only granted to about five percent of practicing attorneys. They emulate a small firm’s focus and dedication while providing the results of a large, established law firm. Visit their website at www.herrigvogt.com to learn more.

Business Phone Number: (888) 901-8229
Business Address: 4210 Douglas Blvd #100
Website Address: https://www.herrigvogt.com
Insite CPA Logo
Business Genre (required):
Short Business Description: In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations.
Long Business Description (required):

Insite CPA is a firm like few others in Canada.

While the filing of tax returns is something that must be handled each year, we believe that good accountants earn their fees by providing exceptional tax planning. The right approach can put thousands of additional dollars in your pocket each year.

In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We work for you, our client, and we never compromise what is best for the client for any reason. We do not make money selling you investments or insurance so you can be guaranteed we put your interests first, period.

We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations. Our firm was founded on the mission to make exceptional tax and financial planning available to everyone, not just the wealthy. This mission has allowed us to create a unique service, that makes accounting simple and affordable.

Our services include, assurance, accounting, Canadian tax, US tax, personal tax, corporate tax, tax planning, estate planning, financial planning, business advisory services, financial statements, CRA correspondence and bookkeeping.

“As both a Chartered Professional Accountant and a Certified Financial Planner, I saw the need to combine the two disciplines into a cohesive, client-focused approach. Insite CPA was founded on the idea that almost anyone can reach their highest financial aspirations with the right guidance, and they can do it more rapidly than they ever thought possible.” -Alex MacKenzie, Owner of Insite CPA

Business Phone Number: (403) 685-1000
Business Address: 909-17th Ave SW, Suite 400
Website Address: insitecpa.ca
Business Fax: (800) 685-8814
Facebook: Facebook
Twitter: Twitter
LinkedIn: LinkedIn
Grubb Wealth Management
Business Genre (required):
Short Business Description: We strive to be one of the top leaders in the industry by providing strategic approaches with innovative solutions to our clients’ unique financial needs.
Long Business Description (required):

Investment Advisory Services are offered through Grubb Wealth Management, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Business Phone Number: 614-461-3205
Business Address: 454 E Main St #215, Columbus, OH 43215 USA
Website Address: Grubb Wealth Management
Business Fax: 740-616-8004
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