Fin-Est Wealth & Tax Planning, LLC Employee Directory

Q: What is Fin-Est Wealth & Tax Planning, LLC known for?

Fin-Est Wealth & Tax Planning, LLC was founded in 1977. Fin-Est Wealth & Tax Planning, LLC operates in the Financial Services industry.

Financial ServicesFlorida, United States2-10 Employees

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.

Find Fin-Est Wealth & Tax Planning, LLC employees' phone numbers or email addresses

Fin-Est Wealth & Tax Planning, LLC Global Highlights

North America
2

United States Of America
2

Fin-Est Wealth & Tax Planning, LLC's Leadership

R. C.
Owner
Mobile Phone
Email
R. C.
Certified Financial Planner
Mobile Phone
Email

Contact profiles from Fin-Est Wealth & Tax Planning, LLC

Name

Title

Contact Info

Location

Last Update

R. C.
Owner
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
R. C.
Certified Financial Planner
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024

Frequently Asked Questions

What is Fin-Est Wealth & Tax Planning, LLC known for?

Fin-Est Wealth & Tax Planning, LLC was founded in 1977 operates in the Financial Services industry. The company's main headquarters is located in 1806 North Flamingo Road Suite 300 Pembroke Pines, Florida 33028 United States; you can contact the main corporate office by phone at

+1-954-620-****

. Explore Fin-Est Wealth & Tax Planning, LLC's company overview page for more information.

What is Fin-Est Wealth & Tax Planning, LLC's most common email format?

Fin-Est Wealth & Tax Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fin-Est Wealth & Tax Planning, LLC email formats with LeadIQ.

How many employees does Fin-Est Wealth & Tax Planning, LLC have currently?

Fin-Est Wealth & Tax Planning, LLC has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Fin-Est Wealth & Tax Planning, LLC's key employees and leadership?

As of February 2026, Fin-Est Wealth & Tax Planning, LLC's key employees include:

Owner: R. C.
Certified Financial Planner: R. C.

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