Insights

Niche Expertise Fin-Est Wealth & Tax Planning specializes in tax-advantaged strategies and comprehensive estate planning, presenting opportunities to offer advanced financial products or tailored tax solutions to their high-net-worth clients.

Growth Potential As a smaller firm with revenue below one million dollars, there is significant potential for growth through expanding service offerings, technology integration, or strategic partnerships to scale their operations and client base.

Collaborative Network The firm's coordination with attorneys, CPAs, and valuation experts indicates openness to integrated service models, creating avenues for partnerships or referral arrangements with complementary professional services.

Technology Utilization Utilizing modern web technologies and cloud services, Fin-Est demonstrates a forward-thinking approach which can be supported with innovative financial tech solutions, client portals, or secure communication tools to enhance client engagement.

Competitive Positioning Operating within a competitive and highly established industry alongside giants like Morgan Stanley and Fidelity, Fin-Est can benefit from differentiating through personalized service, specialized expertise, or niche marketing to attract targeted affluent clients.

Fin-Est Wealth & Tax Planning, LLC Tech Stack

Fin-Est Wealth & Tax Planning, LLC uses 8 technology products and services including cdnjs, Google Hosted Libraries, Cloudflare CDN, and more. Explore Fin-Est Wealth & Tax Planning, LLC's tech stack below.

cdnjs

Content Delivery Network

Google Hosted Libraries

Content Delivery Network

Cloudflare CDN

Content Delivery Network

Open Graph

Content Management System

Google Fonts API

Font Scripts

Awesomplete

Javascript Libraries

Modernizr

Javascript Libraries

HSTS

Security

Fin-Est Wealth & Tax Planning, LLC Email Formats	Example	Percentage
FLast@wealthandtaxplanning.com	JDoe@wealthandtaxplanning.com	50%
FLast@wealthandtaxplanning.com	JDoe@wealthandtaxplanning.com	50%

Fin-Est Wealth & Tax Planning, LLC Email Formats

Example

Percentage

FLast@wealthandtaxplanning.com

JDoe@wealthandtaxplanning.com

50%

FLast@wealthandtaxplanning.com

JDoe@wealthandtaxplanning.com

50%

Frequently Asked Questions

Where is Fin-Est Wealth & Tax Planning, LLC's headquarters located?

Fin-Est Wealth & Tax Planning, LLC's main headquarters is located at 1806 North Flamingo Road Suite 300 Pembroke Pines, Florida 33028 United States. The company has employees across 1 continents, including North America.

What is Fin-Est Wealth & Tax Planning, LLC's phone number?

You can contact Fin-Est Wealth & Tax Planning, LLC's main corporate office by phone at

+1-954-620-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fin-Est Wealth & Tax Planning, LLC's official website and social media links?

Fin-Est Wealth & Tax Planning, LLC's official website is wealthandtaxplanning.com and has social profiles on LinkedIn.

What is Fin-Est Wealth & Tax Planning, LLC's NAICS code?

Fin-Est Wealth & Tax Planning, LLC's NAICS code is 52 - Finance and Insurance.

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

As of February 2026, Fin-Est Wealth & Tax Planning, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Owner: R. C.Certified Financial Planner: R. C.. Explore Fin-Est Wealth & Tax Planning, LLC's employee directory with LeadIQ.

What industry does Fin-Est Wealth & Tax Planning, LLC belong to?

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

What technology does Fin-Est Wealth & Tax Planning, LLC use?

Fin-Est Wealth & Tax Planning, LLC's tech stack includes cdnjsGoogle Hosted LibrariesCloudflare CDNOpen GraphGoogle Fonts APIAwesompleteModernizrHSTS.

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

Fin-Est Wealth & Tax Planning, LLC's email format typically follows the pattern of FLast@wealthandtaxplanning.com. Find more Fin-Est Wealth & Tax Planning, LLC email formats with LeadIQ.

When was Fin-Est Wealth & Tax Planning, LLC founded?

Fin-Est Wealth & Tax Planning, LLC was founded in 1977.

Fin-Est Wealth & Tax Planning, LLC

Q: What technology does Fin-Est Wealth & Tax Planning, LLC use?

Fin-Est Wealth & Tax Planning, LLC's tech stack includes Site24x7, Bootstrap, Datadog, cdnjs, Font Awesome.

Q: What is Fin-Est Wealth & Tax Planning, LLC's NAICS code?

Fin-Est Wealth & Tax Planning, LLC's NAICS code is 52 (Finance and Insurance).

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.

Insights

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