LeadIQ logo
Learn more at LeadIQ.com

Insights

Growing Financial Focus Fin-Est Wealth & Tax Planning specializes in comprehensive financial and estate planning, indicating a client base that values sophisticated wealth management solutions and estate planning services.

Niche Market Position With a focus on tax-efficient strategies and collaboration with professionals like attorneys and CPAs, the company caters to high-net-worth individuals seeking specialized, integrated financial solutions.

Tech Adoption & Resources Utilizing modern web technologies and CDN services demonstrates an embrace of digital tools, presenting opportunities for partnerships in fintech integrations or digital client engagement platforms.

Potential for Growth Although current revenue is under 1 million dollars, the company's strategic services and niche focus position it well to expand its client base, especially through digital marketing targeting affluent clients.

Market Alignment Given its emphasis on estate planning and wealth preservation, there are potential sales opportunities with related financial service providers or compliance firms seeking collaboration or client referrals.

Fin-Est Wealth & Tax Planning, LLC Tech Stack

Fin-Est Wealth & Tax Planning, LLC uses 3 technology products and services including Hotjar, Afternic, AddThis, and more. Explore Fin-Est Wealth & Tax Planning, LLC's tech stack below.

  • Hotjar
    Analytics
  • Afternic
    E-commerce
  • AddThis
    Widgets

Media & News

Fin-Est Wealth & Tax Planning, LLC's Email Address Formats

Fin-Est Wealth & Tax Planning, LLC uses at least 1 format(s):
Fin-Est Wealth & Tax Planning, LLC Email FormatsExamplePercentage
FLast@wealthandtaxplanning.comJDoe@wealthandtaxplanning.com
100%

Frequently Asked Questions

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

Minus sign iconPlus sign iconFin-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?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconFin-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?

Minus sign iconPlus sign iconFin-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?

Minus sign iconPlus sign iconAs 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?

Minus sign iconPlus sign iconFin-Est Wealth & Tax Planning, LLC operates in the Financial Services industry.

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

Minus sign iconPlus sign iconFin-Est Wealth & Tax Planning, LLC's tech stack includes HotjarAfternicAddThis.

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

Minus sign iconPlus sign iconFin-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?

Minus sign iconPlus sign iconFin-Est Wealth & Tax Planning, LLC was founded in 1977.

Fin-Est Wealth & Tax Planning, LLC

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.

Section iconCompany Overview

Headquarters
1806 North Flamingo Road Suite 300 Pembroke Pines, Florida 33028 United States
Phone number
+1-954-620-****
Website
wealthandtaxplanning.com
NAICS Code
52 - Finance and Insurance
Founded
1977
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Fin-Est Wealth & Tax Planning, LLC's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Fin-Est Wealth & Tax Planning, LLC's revenue is estimated to be in the range of $1M

Company Leadership

  • Stylized image of a person
    R. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.